Projects
You will generally process here if you are a project or account manager since it provides all information about projects in one place. You can see the overall progress and status of each project, drill down to detailed levels and undertake all actions necessary to monitor and progress each project.
A
- Accessing the Board and switching to/from Gantt
- Adding a New Task on the Board View
- Adding and Amending a Billing Contract
- Adding and Amending Billing Contract Lines
- Adding and Amending Deliverables
- Adding and Amending Invoice Lines
- Adding and Configuring Widgets
- Adding and Editing Forecasts
- Adding and Maintaining Assignments
- Adding and Maintaining Change Requests
- Adding and Maintaining Mitigation/Resolution Plan Items
- Adding and Maintaining Risks and Issues
- Adding and Maintaining Status Reports
- Adding and Maintaining Tasks
- Adding Board Columns
- Adding or Amending an Invoice
- Additional Task Information
- Allocated and Unallocated Values
- Authorizing the Invoice
- Available Project Plan Actions
B
- Billing Contract Account Information tab
- Billing Contract Audit tab
- Billing Contract Billing Rules tab
- Billing Contract Defaults tab
- Billing Contract General tab
- Billing Contract Line Audit tab
- Billing Contract Line General tab
- Billing Contract Line Notes tab
- Billing Contract Line Roles/Activity/Task tab
- Billing Contract Lines tab
- Billing Contract Supporting Documents tab
- Board Menu Options
- Board Overview
- Bulk Edit Tasks
C
D
- Defining the Summary Task Hierarchy on the Task Board
- Deleting Board Columns
- Deliverables Actions
- Deliverables Attachments tab
- Deliverables Audit tab
- Deliverables Dependencies tab
- Deliverables Editable Grid
- Deliverables Gantt Chart
- Deliverables General tab
- Displaying Additional Fields on the Task Board
- Distributing Time and Expenses
E
F
G
I
M
P
- Processing Comments
- Project Review
- Projects Approvals tab
- Projects Billing tab
- Projects Change Requests tab
- Projects Deliverables tab
- Projects Documents tab
- Projects Finance tab
- Projects Forecasts tab
- Projects Home tab
- Projects Processing
- Projects Resource tab
- Projects Risks and Issues tabs
- Projects Status Reporting tab
- Projects Timeline tab
- Publishing Views
R
S
T
- Task and Dependency Planning
- Task Assignments
- Task Assignments List
- Task Attachments
- Task Board
- Task Board - Setup and Configuration
- Task Board Configuration
- Task Collaboration
- Task Display Symbols
- Task Fields
- Task General Details
- Task Highlighting Options
- Task Indicators
- Task Level Icons
- Task Levels
- Task Limits
- Task Plan Conditions to view Summary Tasks
- Task Predecessors
- Task Skills
- Task Tab Features
- This Invoice Values
U
V