KeyedIn Projects User Guide

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Dominic Skinner
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1 KeyedIn Projects User Guide July 2017 KeyedIn Projects Version User Guide 1 of 5

2 Contents My Projects Resource Tab 3 Forecast Edit Improvements 3 Refresh Department 3 Remove Demand in Open Months 3 Reallocate a Demand Line 3 Prompt to Update Department and Role 3 Edit Deliverables on the Task Gantt 4 Other 4 Single Sign-on 4 Get Assistance 4 Fixes 4 KeyedIn Projects Version User Guide 2 of 5

3 My Projects Resource Tab The Resource tab on the My Projects view is now available for projects above level 1 in the project hierarchy. Programme managers will be able to see a summary of demand, supply and actuals by child project. Forecast Edit Improvements Refresh Department A new refresh department feature has been added that helps you to reorganize your forecast when a resource changes department. Select the resource demand lines you want to refresh and click the icon on the toolbar. New demand lines will be created with the new department from the resource and any demand in open months will be moved to the new demand lines. Remove Demand in Open Months The ability to clear demand in open months for selected demand lines is now available. Select the demand lines you want to update and click the icon on the toolbar. Reallocate a Demand Line The ability to reallocate a demand line to a different resource is available in Select the demand line you want to reallocate and click the icon on the toolbar. A new demand line with the same department and role will be created and the demand in open months will be moved to the new line. A resource can then be assigned in the normal way. Prompt to Update Department and Role After selecting a resource against a demand line, users will now be prompted to update the demand line s department and role with the resource s department and role if they are different. KeyedIn Projects Version User Guide 3 of 5

4 Edit Deliverables on the Task Gantt Deliverables displayed on the task gantt view can now be edited in Previously you could only view the deliverable but this has been exytended to allow you to edit. This can be done by double clicking on a deliverable displayed on the gantt or using the task right-click menu. Other Single Sign-on The Assertion URL is now displayed on the SSO configuration screen. Get Assistance Get Assistance is no longer available in KeyedIn Projects. Fixes SupportSuite ID BGH CUR HQD CWU DDH EKK GEH HPX Detail Requests - 0's displayed with red colour Create Project throws exception when Project End date is past the last planning period Resource Button should be hidden on Task widget when 'Resourcing' is disabled. Non active reports showing in Context menus Delete Supply failing on the Resource Plan when Department has been deactivated Insight settings use Login Code not Proxy Login Code Export to Excel In Search Pages exceeding query string limit Requests Page sometimes showing odd results Incorrect Project Level in Dashboards above level 2 MMO OQH OVC QDN QHX QLI TJT TSW WZK ZEX Cannot add Project to favourites if Project Code contains spaces. Error on Deliverables Tab on Insights SQLBuilder does not cater for Agency when building Filters Potentially Dangerous request exception when navigating from Project Tasks to My Work Tab Moving Custom Field between Section does not refresh view Resource with no working time set is not included in results when filtering on Template = Yes Close button on edit view forms not checking in entity Timesheet Entry - Edge - tabbing not working Roll up of Actions Count at Level 2 does not work White space under Timesheet entry Login data load pink screens when Login Group Code is invalid. KeyedIn Projects Version User Guide 4 of 5

5 XCI XGA XJG YIX YNH ZLO Baselining a Forecast not working from Forecast search Pink screen results when trying to save Project with End Date in invalid Planning Period Exception on creating data template Greater than operator including times on filters when it should not be Tool tips are not displaying Entity Custom Field data Group Total rows in widgets not in bold KeyedIn Projects Version User Guide 5 of 5

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