Difference between revisions of "Project Manager Administration"

Revision as of 17:43, 13 September 2018

Introduction

The Project Manager Administration provides details of the configuration options for Project Manager which can be configured within the Administration portal.

Roles

Hornbill Roles are used to group users with similar access requirements to the different applications or to Administration. Using roles takes away the need to manage rights on an user by user basis. A Roles is provided by Project Manager to use and allocate to users of the Portal Manager app. Custom roles can also be created to meet any specific need.

Business Process

A Business Process can be used to define some of the more complex stages in a project. If you are planning to follow a structured Project Management process such as Prince2 or PMP, the Business Process can be used to define the steps and stages to support this.

Progressive Capture

The Progressive Capture allows you to define which elements of the project that you want to capture at the point of creation.

Settings

A number of advanced settings have been provided to allow for default configurations on how the Project Management app works.

Project Manager Simple Lists

The Simple Lists provide a way to define different pick lists or combo-box selections that are used through out the Project Manager app. The available options in a pick list or combo-box can also be translated into different languages from within the Simple List editor.

Project Types

Different types of projects exist and may have differing characteristics, underlying processes and requirements. In order to cater for this, it is possible when creating a new Project to assign it a specific type of project.

Project Templates

The Project Templates allow you to define re-usable settings that can be used to quickly create new projects. Project Templates can be invoked when raising a new project via Progressive Capture, and or when raising a Project through a Business Process and the Project Manager options available in the Hornbill Integration Bridge (iBridge)

Project Risk Matrix

Configure the project risk weightings from the available risk Impact and Probabilities. The available Impact and Probability options are configured from the corresponding simple lists.

Project Sub-statuses

Project Sub-statues

Link Project Sub Statuses with Project Statuses. The available Sub Statuses are configured from the corresponding simple list.

Remove Cancelled Projects

As an Administrator you are able to permanently delete a project that has been cancelled. The list under this card will display all projects that have been cancelled in the main client app. This action cannot be undone.

Locate the cancelled project that you wish to permanently delete
Click on the delete icon
Confirm the deletions

Advanced Analytics

Create measures, widgets, and dashboards

Measures
Widgets
Dashboards

Reports

Design reports

Entity, Measure and SQL Designer Options
Output Options - PDF, CSV, XLS, XLSX
Schedule Distribution to Document Manager

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 ==[[Project Sub-statuses ]]==
-[[File:projectRiskMatrixCard.png|right|link=Project Sub-statuses|Project Sub-statues]]
+[[File:projectSubStatusCard.png|right|link=Project Sub-statuses|Project Sub-statues]]
 Link Project Sub Statuses with Project Statuses. The available Sub Statuses are configured from the corresponding simple list.
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