Difference between revisions of "Project Manager Administration"

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{{DISPLAYTITLE:Project Manager Adminstration}}
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__NOTOC__[[Main Page|Home]] > [[Administration]] > Project Manager
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{| style="width:100%"
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|[[Main Page|Home]] > [[Administration]] > Project Manager
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|style="text-align:right;"|[[:Category:Project Manager Administration|Index]]
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[[File:pmmainshort1.jpg]]
 
== Introduction ==
 
== Introduction ==
 
The Project Manager Administration provides details of the configuration options for Project Manager which can be configured within the Administration portal.
 
The Project Manager Administration provides details of the configuration options for Project Manager which can be configured within the Administration portal.
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== Related Articles ==
 
== Related Articles ==
 
:* [[Project Manager]]
 
:* [[Project Manager]]
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:* [[Business Process Designer]]
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:* [[Intelligent Capture Designer]]
 
|}
 
|}
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== Roles ==
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<BR>
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== [[Project_Manager_Roles|Roles]] ==
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[[File:RolesCard.png|right|link=Project Manager Roles|Project Manager 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.
 
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.
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:* '''Project User'''
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<br>
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:: Required for all users of Project Manager.  This role does not contain any specific application rights other than to gain access to this app.  All users assigned this role will see the Project Manager application in the Hornbill Menu and have access to the Project Portfolio.
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<br>
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<br>
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<br>
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<br>
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<br>
  
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== Business Process ==
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== [[Project_Manager_Business_Process|Business Process]] ==
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[[File:BusinessProcessCard.png|right|link=Project Manager Business Process|Project Manager BPM]]
 
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.
 
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.
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<BR>
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<br>
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<br>
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<br>
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<br>
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<br>
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== [[Project_Manager_Progressive_Capture|Progressive Capture]] ==
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[[File:ProgressiveCaptureCard.png|right|link=Project Manager Progressive Capture|Project Manager Progressive Capture]]
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The Progressive Capture allows you to define which elements of the project that you want to capture at the point of creation.
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<br>
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<br>
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<br>
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<br>
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<br>
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<br>
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<br>
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== [[Project_Manager_Settings|Settings]] ==
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[[File:ManageAppSettingsCard.png|right|link=Project_Manager_Settings|Service Manager Settings]]
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A number of advanced settings have been provided to allow for default configurations on how the Project Management app works. 
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<br>
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<br>
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<br>
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<br>
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<br>
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<br>
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<br>
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== [[Project Manager Simple Lists]] ==
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[[File:SimpleListsCard.png|right|Project Manager Simple Lists]]
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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.
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<BR>
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<BR>
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<BR>
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<BR>
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<BR>
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<BR>
  
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== [[Project Types]] ==
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[[File:projectTypeCard.png|right|link=Project Types|Project Types]]
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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.
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<br>
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<br>
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<br>
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<br>
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<br>
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<br>
  
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:* '''Suspend Project'''
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==[[Project Templates]]==
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:: This will suspect the BPM as the project is worked on. The suspend is in place until the project is manually moved on by the Project Manager.
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[[File:projectTemplatesCard.png|right|link=Project Templates|Project Templates]]
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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)
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<BR>
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<BR>
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<BR>
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<BR>
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<BR>
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<BR>
  
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== Progressive Capture ==
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==[[Project Risk Matrix]]==
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The Progressive Capture allows you to define which elements of the project that you want to capture at the point of creation.
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[[File:projectRiskMatrixCard.png|right|link=Project Risk Matrix|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.  
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<br>
 +
<br>
 +
<br>
 +
<br>
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<br>
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<br>
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<br>
  
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:* '''Project Type'''
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==[[Project Sub-statuses ]]==
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:: Set the type of Project which will be used
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[[File:Projectsubstatuscard.png|right|link=Project Sub-statuses|Project Sub-statuses]]
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:* '''Project Details'''
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Link Project Sub Statuses with Project Statuses. The available Sub Statuses are configured from the corresponding simple list.
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:: Capture the main details or description of the project
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<br>
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:* '''Project Scope'''
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<br>
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:: Capture the details that describe the scope of the project
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<br>
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:* '''Project Dates'''
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<br>
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:: Record the planned Start and Finish dates for the project
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<br>
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:* '''Project Status'''
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<br>
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:: Select the status under which this project will be at once created.  Options include Draft, Active, Completed, and Cancelled.
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<br>
  
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== Settings ==
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==[[Project RAG Tolerance Templates ]]==
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A number of advanced settings have been provided to allow for default configurations on how the Project Management app works.
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[[File:Projectragtolerancetemplatescard2.png|right|link=Project RAG Tolerance Templates|Project RAG Tolerance Templates]]
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Create default values for red, amber and green rag tolerance descriptions for each rag tolerance type.  
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<br>
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<br>
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<br>
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<br>
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<br>
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<br>
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<br>
  
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:* '''app.com.hornbill.projectmanager.businessProcess.default'''
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==[[Project RAG Tolerance Matrix ]]==
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:: The default business process to be used when creating a new project
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[[File:Projectragtolerancematrixcard2.png|right|link=Project RAG Tolerance Matrix|Project RAG Tolerance Matrix]]
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:* '''app.com.hornbill.projectmanager.progressiveCapture.newProject'''
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Create matrices for automatic calculation of project rag status based on weightings assigned to individual project rag tolerances
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:: The progressive capture workflow to be used when creating a new project
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<br>
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:* '''app.com.hornbill.projectmanager.project.hud.pin'''
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<br>
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:: Setting for pinned/unpinned project heads up display (HUD)
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<br>
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:* '''app.com.hornbill.projectmanager.project.stakeholders.addCreatorAsProjectManager'''
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<br>
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:: Setting for automatically adding the project creator as the project manager for that project
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<br>
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:* '''app.com.hornbill.projectmanager.projectTasks.action.defaultVisibility.recordedTime'''
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<br>
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:: The default visibility applied when posting to the project task timeline
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<br>
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:* '''app.com.hornbill.projectmanager.projectTasks.action.defaultVisibility.update'''
 
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:: The default visibility applied when posting to the project task timeline
 
  
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== Simple Lists ==
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== Remove Cancelled Projects ==
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[[File:removecancelledprojectscard.png|right]]
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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.
  
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:* '''Project Member Role'''
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* Locate the cancelled project that you wish to permanently delete
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:: The Project Member Role defines the available roles that can be selected when adding a stakeholder to a project
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* Click on the delete icon
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:* '''Project Member Status'''
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* Confirm the deletions
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:: The Member Statuses list the different statuses that a stakeholder can be in during the life of a project.  This can be used to describer when a stakeholder is involved in another project and is currently unavailable for one of their assigned projects.
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<br><br><br><br>
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:* '''Project Milestone Status'''
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== [[Advanced Analytics]] ==
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:: Define the different statuses that can be used to describe the progress of a Milestone
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[[File:AnalyticsCard.png|right|Service Manager Analytics]]
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:* '''Project Risk Status'''
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Create measures, widgets, and dashboards
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:: Define the different statuses that can be used to describe the state of a defined risk
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::* Measures
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::* Widgets
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::* Dashboards
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<br><br><br><br>
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== [[Reports]] ==
 +
[[File:ReortsCard.png|right|Link=|Reports]]
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Design reports
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::* Entity, Measure and SQL Designer Options
 +
::* Output Options - PDF, CSV, XLS, XLSX
 +
::* Schedule Distribution to Document Manager
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<br><br><br><br><br><br><br>
  
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== Project Types ==
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[[Category:Project Manager]]
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== Introduction ==
 
−
:* '''Standard Project Type'''
 

Latest revision as of 20:31, 20 March 2024

Home > Administration > Project Manager Index

Pmmainshort1.jpg

Introduction

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

Related Articles


Roles

Project Manager 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

Project Manager BPM

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

Project Manager 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

Service Manager 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

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

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

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

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-statuses

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






Project RAG Tolerance Templates

Project RAG Tolerance Templates

Create default values for red, amber and green rag tolerance descriptions for each rag tolerance type.






Project RAG Tolerance Matrix

Project RAG Tolerance Matrix

Create matrices for automatic calculation of project rag status based on weightings assigned to individual project rag tolerances






Remove Cancelled Projects

Removecancelledprojectscard.png

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

Service Manager Analytics

Create measures, widgets, and dashboards

  • Measures
  • Widgets
  • Dashboards





Reports

Reports

Design reports

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








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