Project Manager Administration

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

Related Articles 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.

• Project User

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.

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.

• Suspend Project

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.

Progressive Capture

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

• Project Type

Set the type of Project which will be used

• Project Details

Capture the main details or description of the project

• Project Scope

Capture the details that describe the scope of the project

• Project Dates

Record the planned Start and Finish dates for the project

• Project Status

Select the status under which this project will be at once created. Options include Draft, Active, Completed, and Cancelled.

Settings

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

• app.com.hornbill.projectmanager.businessProcess.default

The default business process to be used when creating a new project

• app.com.hornbill.projectmanager.progressiveCapture.newProject

The progressive capture workflow to be used when creating a new project

• app.com.hornbill.projectmanager.project.hud.pin

Setting for pinned/unpinned project heads up display (HUD)

• app.com.hornbill.projectmanager.project.stakeholders.addCreatorAsProjectManager

Setting for automatically adding the project creator as the project manager for that project

• app.com.hornbill.projectmanager.projectTasks.action.defaultVisibility.recordedTime

The default visibility applied when posting to the project task timeline

• app.com.hornbill.projectmanager.projectTasks.action.defaultVisibility.update

The default visibility applied when posting to the project task timeline

Simple Lists

• Project Member Role

The Project Member Role defines the available roles that can be selected when adding a stakeholder to a project

• Project Member Status

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.

• Project Milestone Status

Define the different statuses that can be used to describe the progress of a Milestone

• Project Risk Status

Define the different statuses that can be used to describe the state of a defined risk

Introduction

• Standard Project Type