Difference between revisions of "Project Manager Administration"

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{{DISPLAYTITLE:Project Manager Adminstration (BETA)}}
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{{DISPLAYTITLE:Project Manager Adminstration}}
 
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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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:* [[Project Manager]]
 
:* [[Project Manager]]
 
:* [[Business Process Designer]]
 
:* [[Business Process Designer]]
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:* [[Progressive Capture Designer]]
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:* [[Intelligent Capture Designer]]
 
|}
 
|}
 
<BR>
 
<BR>
  
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== Roles ==
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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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== 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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===Projects===
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== [[Project_Manager_Progressive_Capture|Progressive Capture]] ==
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:* '''Suspend Project'''
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[[File:ProgressiveCaptureCard.png|right|link=Project Manager Progressive Capture|Project Manager Progressive Capture]]
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:: This will suspend the BPM as the project is worked on. The suspend is in place until the project is '''manually''' moved on by the Project Manager via the '''Progress''' icon on the Project Overview tab on a project.  Initially this is a manual action which allows the Project Manager to visualise progress through the Project stages and their defined '''Checkpoints''' in each stage, allowing other Project Stakeholders to have top level visibility of the current stage, completed actions and those which are still outstanding.
 
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Additional '''Project''' operations are planned as the application matures
 
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<BR>
 
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<BR>
 
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== Progressive Capture ==
 
 
The Progressive Capture allows you to define which elements of the project that you want to capture at the point of creation.
 
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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:* '''Project Type'''
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== [[Project_Manager_Settings|Settings]] ==
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:: Set the type of Project which will be used. The list of available '''Types''' is governed by the '''Project Types''' you have defined and are currently marked as '''Active'''
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[[File:ManageAppSettingsCard.png|right|link=Project_Manager_Settings|Service Manager Settings]]
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:* '''Project Details'''
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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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:: Capture the main details or description of the project
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:* '''Project Scope'''
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:: Capture the details that describe the scope of the project
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:* '''Project Dates'''
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:: Record the planned Start and Finish dates for the project
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:* '''Project Status'''
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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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By default when Project Manager is installed, a '''new project''' Progressive Capture is provided.  This can be edited, and new one's added. To change which Progressive Capture which is used for creating new projects, update the value in the following system setting
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== [[Project Manager Simple Lists]] ==
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:* '''app.com.hornbill.projectmanager.progressiveCapture.newProject'''
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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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== 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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:* '''app.com.hornbill.projectmanager.businessProcess.default'''
 
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:: The default business process to be used when creating a new project
 
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:* '''app.com.hornbill.projectmanager.progressiveCapture.newProject'''
 
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:: The progressive capture workflow to be used when creating a new project
 
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:* '''app.com.hornbill.projectmanager.project.hud.pin'''
 
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:: Setting for pinned/unpinned project heads up display (HUD)
 
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:* '''app.com.hornbill.projectmanager.project.stakeholders.addCreatorAsProjectManager'''
 
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:: Setting for automatically adding the project creator as the project manager for that project
 
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:* '''app.com.hornbill.projectmanager.project.status.preventProjectClosureWithOutstandingItems'''
 
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:: Setting for controlling whether or not a project can be closed or cancelled whilst there are still active tasks and outstanding milestones - defaulted to '''On'''
 
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:* '''app.com.hornbill.projectmanager.projectTasks.action.defaultVisibility.recordedTime'''
 
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:: The default visibility applied when posting to the project task timeline
 
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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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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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:* '''Project Cost Type'''
 
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:: Define different cost types to reflect the groupings for costs on projects, defaults include '''General''' and '''IT Costs'''
 
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:* '''Project Member Role'''
 
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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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:* '''Project Member Status'''
 
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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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:* '''Project Milestone Status'''
 
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:: Define the different statuses that can be used to describe the progress of a Milestone
 
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:* '''Project Relationship Type Assets'''
 
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:: Define the different types of availalbe relationships when linking Assets to a project
 
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:* '''Project Relationship Type Requests'''
 
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:: Define the different types of available relationships when linking Requests to a project
 
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:* '''Project Relationship Type Services'''
 
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:: Define the different types of available relationships when linking Services to a project
 
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:* '''Project Risks Matrix Impacts'''
 
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:: Define the different types of available impact levels for project risks
 
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:* '''Project Risks Matrix Probabilities'''
 
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:: Define the different types of available probabilities for the project risks
 
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:* '''Project Risk Status'''
 
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:: Define the different statuses that can be used to describe the state of a defined risk
 
 
<BR>
 
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== Project Types ==
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== [[Project Types]] ==
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[[File:projectTypeCard.png|right|link=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.
 
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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You can create one or more '''Project Types''' and attribute them the following attributes by selecting the '''+''' icon
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==[[Project Templates]]==
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[[File:projectTemplatesCard.png|right|link=Project Templates|Project Templates]]
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:* '''Name'''
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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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:: The name for the type of project
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:* '''Description'''
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:: An explanation describing the type of project
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:* '''Business Process'''
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:: It is not mandatory to have a '''Business Process''' associated to a project type, but if one if required, select it from the available drop down list.
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:: If no business process is selected, no Head's Up Display will be shown on the '''Project Overview''' tab on the Project
 
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:* '''Status'''
 
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:: Each type can be in '''Draft''', '''Active''' or '''Retired''' status.  Only those types in an '''Active''' status will be available to choose when creating a new '''Project'''
 
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When Project Manager is installed a '''default''' project type of '''Standard Project Type''' is automatically created and available, but does not have a business process associated to it. Additional '''Project Type''' attributes will be added in due course
 
 
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==Managing Project Types==
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==[[Project Risk Matrix]]==
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[[File:projectRiskMatrixCard.png|right|link=Project Risk Matrix|Project Risk Matrix]]
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* '''Edit''' - Use the pencil icon to edit the project types name, description, business process or status
 
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* '''Delete''' - Permanently delete the project type by choosing the '''trash can''' icon next to the project type you wish to delete
 
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==Project Risk Matrix==
 
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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.  
 
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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===New Project Risk Matrix Entry===
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==[[Project Sub-statuses ]]==
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[[File:Projectsubstatuscard.png|right|link=Project Sub-statuses|Project Sub-statuses]]
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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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Select the '''+''' icon
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==[[Project RAG Tolerance Templates ]]==
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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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* Select an available '''Impact''' level
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==[[Project RAG Tolerance Matrix ]]==
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* Select an available '''Probability''' level
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[[File:Projectragtolerancematrixcard2.png|right|link=Project RAG Tolerance Matrix|Project RAG Tolerance Matrix]]
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* Choose the '''Weighting''' level which should be used if the above combination of '''Impact''' and '''Probability''' levels are chosen when adding a project risk to to project
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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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Repeat the process for the different combinations of impact and probability levels which you wish to use and their corresponding risk weightings.
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==Manage Project Risk Matrix==
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* '''Edit''' - Click on the '''notepad''' icon next to the Matrix entry you wish to edit, and change it's Impact, Probability or Weighting settings
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== Remove Cancelled Projects ==
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:: Editing existing matrix options will only apply to newly added risks to a project, or any existing risks which are edited on a project, not existing risks.
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[[File:removecancelledprojectscard.png|right]]
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* '''Delete''' - Click on the '''trash can''' icon to the matrix entry you wish to permanently remove
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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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* Locate the cancelled project that you wish to permanently delete
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* Click on the delete icon
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* Confirm the deletions
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<br><br><br><br>
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== [[Advanced Analytics]] ==
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[[File:AnalyticsCard.png|right|Service Manager Analytics]]
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Create measures, widgets, and dashboards
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::* Measures
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::* Widgets
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::* Dashboards
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== [[Reports]] ==
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[[File:ReortsCard.png|right|Link=|Reports]]
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Design reports
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::* Entity, Measure and SQL Designer Options
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::* Output Options - PDF, CSV, XLS, XLSX
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::* Schedule Distribution to Document Manager
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[[Category:Project Manager Administration]]
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[[Category:Project Manager]]

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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