This section is where an existing report can be scheduled to run at regular intervals.
From the list of scheduled reports, you can create a new scheduled report and edit or delete an existing report.
To create a new scheduled report, click on the 'Create New' button and the 'Report Schedule Details'. Fill in the relevant details to schedule an existing report to run at regular intervals either daily, weekly, monthly or even minutes or hours.
To edit an existing booking in the Resource Planner, click on the Action menu on the booking.
The options available are:
Example : Changing the dates of a booking
Next page: Roles
The Export Permission Manager works in tandem with the Export Reports functionality. This tool is only available to superadmins and Export Permission managers. It allows these users to configure what data a user can report against when running an export or system resource/timesheet report:
- Which user profile field should be checked for the user running the export. i.e. company code
Then
- Which Project field to compare against [to filter projects in the export]
and
- Which Resource profile field to compare against [to filter users in the export]
and
- Which Project Template Tag to compare against [to filter project types in the export]
This results in the user running the export only seeing results for Project or Resources where there is a data match.
Note: Within the export builder, these filters will need to be visible to a Super Admin so that they can override the system rules. These will not be visible to other users.
Clicking on the Export Permissions Manager button opens a list of the permissions already configured. Each existing permission can be edited or deleted.
To create a new permission, click on the 'Create New' button:
Complete the fields as follows:
When running an export, a check is performed to ensure the users profile field value matches the values in the content items Project Form Field and Resource Form Fields selected.
The Skin Builder gives the system administrator the ability to add, edit, delete and preview skins. It also allows a skin to be selected as the default skin.
All skins are listed in the Skin Builder admin tool and actions available for each skin are Edit, Clone, Set (or Unset) as Default Skin and Delete.
Click on 'Create New' to create a new skin.
Complete the following details for each skin:
The Preview window shows how the colors and logos will be displayed.
For example, in the preview below, you can see how each of the colors chosen (red, blue, yellow, green and black) will be used in the site and how the logo is centered at the top of the screen.
The User Permissions functionality allows administrators to assign permissions to other users which will allow them to create users and groups.
To access this functionality, click on the 'User Permissions' tab and 'Create New'
Complete the title and description in the Permissions Info tab, the Assignees who will be given permissions in the Assignees tab and the users they will have access to in the Assignees Access tab:
Features of the Library application:
Next page: Adding Files
Tasks are managed within the 'Tasks' module or directly within the Resource Planner.
Tasks can also be reused in new projects when they are saved to a project template. Permissions can be set for which templates are available for which projects.
The task details are easily accessed to review and edit through a reading pane on the right hand side.
When new tasks are added to a project, the sort order is defaulted to Task Start Date with the earliest start date listed at the top (This can be configured to another sort order if required).
In-line editing is available to update details of the task by clicking on the cell you wish to update.
The following describes how to create a task within a project in a step-by-step manner:
The task details include the following:
Note: You need to select in your profile if you wish to receive email notifications on task status:
Use the Actions button at the top right hand corner to open the following drop-down list of actions:
The Assign tab of the Task allows you to assign it to a user, a group or any user of a certain Role:
You can link any two tasks in a project to show their relationship (also called a task dependency). Dependencies drive the project schedule — once you link the tasks, every change you make to the predecessor affects the successor, which affects the next one, and so on.
We mostly use the dependency type: Finish to Start - The dependent task cannot begin until the task that it depends on is complete.
Tasks can be linked using their task ID shown here in the LHS column:
Or by using their task name as shown below:
Link your task in 3 ways:
1. Using the task details tab dependency dialog “finish to start”
2. Adding dependencies using the task list
3. Gantt view click and link
Task dependencies, Sub Tasks, and limitations:
All Sub tasks only exist in their parent – so by default they already have 2 dependencies set – their start date cannot be before their parent start date and their end date cannot be after the end of their parent task end date. Additional limitation dependencies can be added from another task or another sub tasks, but they must not require existing dependency to be broken obviously:
Sub Task A1 cannot have a dependency to Task B or any sub task in B that contradicts the start date of Parent A
Multitask dependencies:
Adding multitask dependencies can be easier to confirm in Gant view – for example below – B and C cannot start till A finishes
Therefore, you cannot set a dependency of A à D with zero delay because D also has a dependency on C finishing - zero delay won’t allow C to happen – you will break C-> D. And you break A->B and A->C if A->D = 0
The Time Allocation tab allows you to decide how the task time should be allocated i.e., as a percentage, an average or a total number of hours.
Click on the Assign button to select from the list of available users.
Users can download a ‘Task Import’ template which when filled out, can be re-uploaded to any given project. Tasks and sub tasks will automatically be created to a specified phase.
To Import/Export a task list, click on the ‘Filter the List’ menu:
The checkboxes on the LHS are used to multi-select tasks. The bulk action button on top of tasks allows you to assign/delete the chosen tasks.
Mark as Complete - This will mark the task as complete
Allocate - Assign a user to all selected tasks within a specific allocation
Delete Tasks - This will delete the selected tasks
Copy Tasks - Copies all the selected tasks
Link - This will link your tasks with a zero-lag finish to start dependency
Unlink - This will unlink the tasks
There are four other views, besides the default list view above, which can be used to view tasks:
Kanban Phase View
Tasks can be added, edited and deleted from the Kanban list view
Kanban Status View
Tasks are displayed on a phase basis and you can switch to see which tasks are assigned to you using the 'Show My Tasks' button
Gantt View
Gantt charts display the relationship between the start and end dates of tasks, milestones, and dependent tasks.
Resource Budget View
The Resource Budget View is a view of Project Estimating, Resourcing & Timesheets in monthly grid view with Resourcing being editable.
Next page: Budget Module
The Currency Manager allows system admins to assign symbols to currencies to use throughout the system.
Click on the 'Create New' button to assign a new currency:
Click on the 'Edit' button to update or delete an existing currency:
The Previewer Manager allows for multiple "Views" (settings) to be built up for the previewer per section type. These views allow us to:
The new previewer rules can then be applied when setting up a library/workspace in the Application Manager:
The Administrator Tools section consists of multiple different admin areas depending on the system setup and the tools required. Access to Administrator Tools is granted in the User Manager (see Admin Access section here for more info).
To access the various tools:
1. Click on the Admin Tools button - the cog icon - on the top right hand corner of the Dashboard
A new Admintools window will open. The list of Admintools can be maximised or minimised using the 'X' button above the list:
2. Click on the relevant area