Advanced Administration
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Topics
- Fields
- The Fields chapter of the advanced admin training material.
- Pages: 8
- Field Administration
- This article provides an overview of administration of fields, and contains links to detailed administrative procedures for working with them.
- Review Customizable Fields
- This article goes over how to access the field administration screen and the types of information that can be customized.
- Usage Types and Field Types
- This article describes the types of fields and usage types for fields.
- Create a Custom Field - Advanced
- This article provides in-depth information about creating a custom field.
- Create Fields from Primary Structure Levels
- This article provides in-depth information about creating a custom field.
- Define a Field
- This article explains how to define the attributes of custom fields.
- Configure the Display Settings for a Field
- This article shows how to configure the display settings for a custom field or alternate structure.
- Understand Business Rules and Best Practices for Fields
- This article goes over some important business rules and best practices for creating and working with fields.
- Structures
- Contents of the Structures chapter of advanced admin training.
- Pages: 11
- Manage Alternate Structures - Advanced
- This article for process architects provides links to information on developing and configuring alternate structures.
- Configure Display Settings for an Alternate Structure
- This article explains how an administrator can configure display settings for an alternate structure.
- Understand Primary and Alternate Structures
- This article distinguishes between primary and alternate structures.
- Create a Single-Select Alternate Structure
- This article describes how to make a new single-select alternate structure.
- Create a Multi-select Alternate Structure
- This article describes how to make a new multi-select alternate structure.
- Add or Modify Values of an Alternate Structure
- This article describes how to add or modify the values for an existing alternate structure.
- Define an Alternate Structure
- This article describes how to define an alternate structure.
- Deactivate or Reactivate an Alternate Structure Value
- This article describes how to deactivate or reactivate an alternate structure value.
- Add Shared Use of an Alternate Structure
- This article describes how to add shared use of an alternate structure.
- Add a Structure Dependency
- This article describes how to add a dependency between two alternate structures.
- Understand Key Business Rules of Alternate Structures
- This article important principles for working with alternate structures.
- Request Mappings
- The Request Mappings chapter from the advanced admin training.
- Pages: 4
- Request Mappings
- This article provides an overview of the mapping of request fields and alternate structures and links to article on how to do the mappings.
- Map Request Fields
- This article shows how to map the fields for requests.
- Map Request Alternate Structures
- This article shows how to map request alternate structures.
- Understand Key Business Rules of Request Mapping
- This article summarizes important business rules for mapping requests.
- Configured Screens
- The Configured Screens chapter of advanced admin training.
- Pages: 8
- Configured Screen Administration
- This article for administrators goes over important concepts about configured screens and lists articles on how to work with them.
- Understand the Different Types of Screens
- This article goes over the different types of screens in the application.
- Understand: Key Configured Screen Rules
- This article outlines some rules for working with configured screens.
- Enable Financial Columns for Configured Screens and Scripted Dialogs
- This article provides instructions for enabling users to see financial columns for work, strategies, or outcomes on configured screens.
- Create a Configured Screen
- This article explains how to create a configured screen, for administrators.
- Add or Remove Elements from a Configured Screen
- This article provides instructions for inserting or deleting elements on configured screens.
- Format a Configured Screen
- This article explains to administrators how to do some basic formatting on a configured screen.
- Configure the + New Work Screen Fields
- This article shows administrators how to configure the fields for the + New Work screen.
- Lifecycles
- The Lifecycles chapter in the advanced admin training.
- Pages: 13
- Advanced Lifecycle Administration
- This article goes over lifecycle creation and configuration in depth, and includes information on how lifecycle models and lifecycle steps work.
- Understand Lifecycle Models
- This article provides useful information on how lifecycle models work.
- Understand Lifecycle Steps
- This article goes over how lifecycle steps work.
- Understand Lifecycle Roles and Assigning Users
- This article describes how lifecycle roles and assigning them works in the system.
- Define Lifecycle Roles
- This article describes how to define lifecycle roles.
- Assign Lifecycle Roles to Users
- This article describes how to assign lifecycle roles to specific users.
- Create New Incremental Work Lifecycle Models—Primary Segments
- This article tells administrators how to create new incremental work lifecycle model primary segments.
- Modify Incremental Work Lifecycle Models—Primary Segments
- This article explains how to modify incremental lifecycle model primary segments.
- Create or Modify Incremental Lifecycle Models—Secondary Segments
- This article shows how to create or modify the secondary segments for incremental lifecycle models.
- Configure Group Approval Steps
- This article details how to configure group approval lifecycle steps.
- Understand: Grouping of Lifecycle Steps
- This article shows how to create lifecycle steps that work as a group.
- Understand Status Rules
- This article provides information on how status rules work.
- Lifecycle Options (Right Menu)
- This article goes over working with the lifecycle options in the right menu of a lifecycle display.
- Scripted Dialogs
- The Scripted Dialogs chapter from the advanced admin training.
- Pages: 11
- Administration of Scripted Dialogs
- This article outlines some key concepts about scripted dialogs and contains links to articles on creating and configuring them.
- Understand the Primary Purposes of Scripted Dialogs
- This article provides details on what scripted dialogs are used for in the application.
- Understand the Scripted Dialog Action Types
- This article describes the types of scripted dialogs available in the application.
- Create a Select/Generate Work Breakdown Dialog
- This article shows how to create a select/generate Work Breakdown scripted dialog.
- Create a Select Lifecycle Dialog
- This article explains how to create a Select Lifecycle dialog.
- Create a Set Attribute Dialog—Alternate Structure Action
- This article describes how to create a Set Attribute Dialog - Alternate Structure scripted dialog action.
- Create a Set Attribute Dialog—Text Buffer Action
- This article explains how to create a Set Attribute Dialog—Text Buffer scripted dialog action.
- Create a Set Attribute Dialog—Numerical Accumulator Action
- This article explains how to create a Set Attribute Dialog—Numerical Accumulator scripted dialog action.
- Create a Control Conditional Lifecycle Step Dialog
- This article explains how to create a Control Conditional Lifecycle Step scripted dialog.
- Create a Control Conditional Lifecycle Sequence Dialog
- This article explains how to create a Control Conditional Lifecycle Sequence scripted dialog.
- Configure Exit Dialogs on Configured Screens
- This article shows how to configure an exit dialog on a configured screen.
- Configuration Migration
- This is the configuration migration chapter of the advanced admin training.
- Pages: 8
- Configuration Migration
- This article introduces the Configuration Migration Tool, and shares some business rules for using it. There are also links to instructions for using the tool.
- Access the Configuration Migration Tool
- This article explains how to access the Configuration Migration Tool.
- Set Up Source and Target Database
- This article explains how to set up the Source and Target databases in the Configuration Migration Tool.
- Complete Migration Path – Single Environment
- This article explains how to create the migration path for a single environment in the Configuration Migration Tool.
- Complete Migration Path – Multiple Environments
- This article explains how to create the migration path for a multiple environments in the Configuration Migration Tool.
- Understand Auto-mapping Rules, Results and Actions
- This article defines auto-mapping in the Configuration Migration Tool and its results.
- Configuration Migration Action Menu Overview
- This article goes over the functionality of the action menus on the Configuration Migration Tool.
- Migrate Individual Components
- This article describes how to migrate individual system components using the Configuration Migration Tool.
- Strategies Administration
- This is the Strategies Administration chapter of the advanced admin training.
- Pages: 15
- Enable Strategic Management
- This article provides instructions on the steps to enable the Strategic Management Option on the Administration menu.
- Enable Strategic Management Options
- This article provides instructions on the steps to enable additional strategic management options.
- Manage Alternate Structures - Advanced
- This article for process architects provides links to information on developing and configuring alternate structures.
- Set Strategic Planning Options
- This article provides instructions on the steps to enable the strategic planning options.
- Configure Strategic Management Milestones
- This article provides instructions on the steps to configure strategic management milestones.
- Strategy Structure
- Explains the purpose of the Strategy structure, gives an example of its hierarchy, includes the steps administrators take to define the structure's levels and values, and describes various business rules relevant to the structure
- Set Association Rules
- This article explains how to set rules that will control the types of grants a user will need to associate a strategic entity with work or outcomes.
- Rename the Lowest Level of the Strategy Structure
- This article explains how to rename the lowest level of the Strategy Structure.
- Maintain Financial Management System
- This information helps administrators maintain the financial management system in Portfolio and Resource Management.
- Create Initial Grants
- This article defines grants and shows how to create the initial grants for a user.
- Strategic Management Features
- This article describes the user-role features an administrator sets for strategic management, such as those that help control which users can view or edit financial data relevant to strategic plans or investment and capacity planning.
- Configure Entity View Tabs and Configured Screens
- This article shows how to configure the tabs that appear on certain entity view screens (strategy, work, and outcome).
- Associate Work and Outcomes to Programs
- This article discusses the organization of the strategic structure and how program, work and outcome associations work. There are also links to instructions for allocating projects and outcomes to programs.
- Associate a Project with a Program or Outcome
- This article explains how to create associations between strategic programs or outcomes.
- Associate an Outcome to a Program
- This article explains how to associate an outcome to a strategic program.
Content
This course contains topics for advanced administrator, including fields, structures, mapping, screens, and dialogs.