Contents | Index | Search

• Introduction to the manual
• The Home Page
  • Customise your Home Page
  • Using your Home Page as a task list
  • Edit and Submit a Time Sheet
  • View your Time Sheets
  • Approve Project hours (by a Project Manager)
  • Approve a Time Sheet (by a Line Manager)
  • Approve a Document
• Basic functions
  • Logging in
  • Navigation
  • Search
  • Change your Password
  • My profile
  • Reporting: Working with Views
    • Use Views to view or edit data
    • Create a View: set columns
    • Create a View: set a filter
    • Save a View for re-use
    • Quickly export a View to Excel, Word or Clipboard
    • Managing Views
    • Working with Timeline Reports
  • Reporting: Working with Widgets 
    • Bar Chart
    • Bubble Chart
    • Bullet Chart
    • Burn-down Chart
    • Funnel
    • Gauge Meter
    • Hour Report
    • Image and Text
    • List
    • Pie Chart
    • PRINCE2 Organisation
    • PRINCE2 Process Diagram
    • Project Map (Geo)
    • Resource Utilisation
    • Risk Matrix
    • Scatter Plot
    • Timeline Chart
    • Treemap
  • Reporting: Working with Automated reports
    • Generate an Automated Report
    • Create an Automated Report in Excel
    • Create an Automated Report in Word
  • Working with Logs
  • Creating items
  • Moving items
  • Working with roles
  • Document management
    • Add a document
    • Managing documents with internal references
    • Update or delete a document
    • Request document approval
    • Working with document folders
    • Working with Notes
  • Working with the Archive
  • Viewing the Change History
  • Messaging
  • Send e-mail to members
  • Print a page
  • Create an image
• Working with Organisational Units
  • Create, move and archive OU
    • Create an OU for Resource Management
    • Configure an OU for Time Entry
  • Edit OU properties
    • Edit OU configuration
    • Edit OU roles
  • View change history of OU
  • Working with Lessons Learned
  • Working with models
    • Creating or moving models
    • Working with page lay outs
• Working with Portfolio Management 
  • Working with the Portfolio Management Dashboard
    • Create, move or archive a Portfolio
    • Create or archive a Custom Dashboard
    • Create a Portfolio Model from a Portfolio 
  • Working in a Portfolio
    • Starting an Initiative
    • Starting a Project from an Initiative
    • Starting a Project
    • Working with Portfolio Items: the Portfolio Item Card
      • View/edit information on the Portfolio Item Card
      • View/edit financial information on the Portfolio Item Card
      • Edit the Project Reference
    • Move a Portfolio Item to another Portfolio
    • Archive a Portfolio Item
    • Send and monitor a report request to Projects/Programmes
    • Save a version of the Portfolio
    • Reporting on a Portfolio
    • Edit roles on a portfolio
    • Edit name, status and description of a Portfolio
    • Using Scenario Planning on a Portfolio
    • Manage financials on a portfolio
    • Working with the Portfolio Gantt
    • Create a Dashboard Report
    • Send the Dashboard Report to mobile devices of stakeholders
  • Working in a Custom Dashboard
    • Working with the Gantt (referral)
    • Create a Dashboard Report (referral)
    • Send the Dashboard Report to mobile devices of stakeholders (referral)
• Working with Project Management 
  • Working with the Project Management dashboard
  • Working in a Project
    • Configure your Project
      • Edit permissions of Project roles
      • Set Project specific hour rates
      • Link a Resource Pool to your project
    • Working with the tab Properties
    • Working with Logs in a Project
    • Planning a Project: working with the Gantt
      • Plan a Project with the Gantt chart
      • Plan a Workpackage (by a Project Team Member)
        • Working with the Product Breakdown
      • Plan Resources and Skills with the Gantt chart
      • Working with the Resource summary
      • Plan Costs with the Gantt chart
      • Working with the Cost Summary
    • Working with plan-items
      • View or edit plan-item data
      • Working with documents on plan items
      • Request plan-item approval
      • Working with log-items on plan-items
      • Working with dependencies on plan-items
    • Manage the Project planning
    • Manage the Resources on your project
      • Configure the Resource Grid
      • Working with the Resource Grid
      • Approve and reject project hours
    • Manage Costs on your Project
    • Publish project information to the Portfolio
    • Pack Project Offline
  • Working in a Single Sheet Project
  • Working in a Folder
    • Create a Folder
    • Move a Folder
    • Archive a Folder
    • Working with Logs in a Folder
• Working with Agile teams
  • Precondtions Agile team
  • Starting an Agile team
  • Working in an Agile team
    • Working with cards
    • Working with lists
    • Manage labels
    • Manager members
    • Publish information to the portfolio
• Working with Resource Management
  • Manage the members of your Resource Pool
  • Working with the Resource-Utilisation widget 
  • Working with the Allocation Grid
    • Manage the availability of your resources
    • Allocate resources to non-project-activities
    • Allocate resources to Projects or Programs (Project View)
    • Allocate resources to Projects or Programs (Resource View)
• Working with Time Entry
  • Manage the members of your Resource Pool
  • Approve or Reject a time sheet
  • Reopen and Adjust a Time Sheet
  • Edit and submit a time sheet
• Working with Ideas
  • Create or delete an idea
  • Starting an Initiative from an Idea