Tenrox Release Notes (2018 R1)

Transcription

1 Copyright 2017 by Upland Software. All rights reserved.

2 Table of Contents Tenrox Service Pack Release Notes (Tenrox 2018 R1.2)...4 Tenrox Service Pack Release Notes (Tenrox 2018 R1.2) - Product Enhancements... 5 Tenrox Service Pack Release Notes (Tenrox 2018 R1.2) - Resolved Issues... 8 Tenrox Service Pack Release Notes (Tenrox 2018 R1.1) Tenrox Service Pack Release Notes (Tenrox 2018 R1.1) - Product Enhancements Tenrox Service Pack Release Notes (Tenrox 2018 R1.1) - Resolved Issues Tenrox 2018 R1 - Supported Integrations Guide Tenrox 2018 R1 - Supported Integrations Guide Working with the Project List What information is available to me on the Project List page? How do I access the Project List page? How do I create a new Project from the Project List page? How can I copy a Project in the Project List page? How can I delete a Project in the Project List page? How can I edit a Project from the Project List page? How can I search for a Project within the Project List page? How can I select which anchored Search criteria will be available when searching for an item? How can I export my Project List to Excel? How do I apply a Filter to the Project List page? How do I expand/contract the table line items of a given project through the Project List page? How can I choose what information is available to me when expanding a Project in the Project List?... 90

3 How can I add new columns on the Project List page? How can I change the position of the columns on the Project List page? How can I remove columns from the Project List page? How can I restore the Columns to default? How can I change my View? How can I create a new View? How can I edit the Details of a View? How can I Delete a View? How can I manage Views that are available to me? How can I mark a View as Public for everyone to use? How can I hide a View from my View list but still have it available for others? How do I allow Project Managers to access the Project List? Working with the Project Manager Home Page What information is available to me within the Project Manager Home page? What are the Security Profile updates associated to the Project Manager Home Page Dashboard capability? How do I associate a Home Page with a User Profile? How do I remove an associated Home Page from a User Profile? How do I associate a Dashboard with a User Profile? How do I remove an associated Dashboard from a User Profile? How do I view Dashboards or Home Pages associated with a User Profile?...189

4 Tenrox Service Pack Release Notes (Tenrox 2018 R1.2) Tenrox Service Pack Release Notes (Tenrox 2018 R1.2) Page 4

5 Tenrox Service Pack Release Notes (Tenrox 2018 R1.2) Tenrox Service Pack Release Notes (Tenrox 2018 R1.2) - Product Enhancements This article includes minor enhancements added to Tenrox 2018 R1 SP1. Note: This page could be updated as new information becomes available V2.EB Collaborative Workforce Planning (CWP) R&D #: TE Updated the Resource Scheduling and Project Scheduling pages to improve the User s experience when selecting options from the Group and Project list boxes, wherein: Selecting items from the list box will not unselect any previously selected items. Any selected items will display at the top of the list, by default, and newly selected items will be added to the top of the existing selection(s). R&D #: TE Updated the Work Plan for all Resource Management pages in that it now remembers the selected View, and corresponding Group or Project, where applicable, from the User s previous visit. With this improvement, the Default setting proved to be redundant and therefore had been removed. Integration R&D #: TE Support for Microsoft Great Plains Dynamics Page 5

6 Tenrox Service Pack Release Notes (Tenrox 2018 R1.2) Project Manager Home page R&D #: TE The Project Manager Home page was: Optimized to correctly display on 1366 x 768 or greater (up to 1920 x 1080 pixels) in the major browsers such as IE, Chrome, Edge and FireFox. Updated with the Non-Billable amount, that was displaying within the Revenue graph, under the Financials section, was removed. R&D #: TE Milestone Tab security has been added as applicable to the Milestone tab under the Project Manager Home page. The Milestones tab can now either be Hidden or Locked based on the Tab security setting under Security Profile. R&D #: TE The Financials section of the Project Manager Home page can now be collapsed to allow the expansion of the Overview section. Project Manager Project List R&D #: TE The Expanded Row header section is completely collapsed if there are no items to display thus allowing for optimal usage of the available space. R&D #: TE Tool Tips will now display with a 1.5 second delay reducing an accidental activation and a jarring user experience, thus making them less distracting. Page 6

7 Tenrox Service Pack Release Notes (Tenrox 2018 R1.2) Resource Management R&D #: TE Within the Resource Scheduling view, when Grouping by Resource and Multiple Groups have been selected, the name of the Resource's Resource Group is now included within brackets to the right of their name. R&D #: TE Addition of a button that allows toggling between grouping by Resource and by Project. Page 7

8 Tenrox Service Pack Release Notes (Tenrox 2018 R1.2) Tenrox Service Pack Release Notes (Tenrox 2018 R1.2) - Resolved Issues Below is a summary of the main issues addressed by this release. Note: This page could be updated as new information becomes available V1.EB Expense Reporting R&D #: TE Ticket #: Fixed an issue with Expense Reporting wherein the Sort Order settings, defined within the Column Selection, were not being applied as expected. Financials R&D #: TE Ticket #: Fixed an issue with the Financial Calendars wherein the Fiscal Calendar import was failing due to the logged User s Regional Settings date format not having been set to the Import Template s required mm/dd/yyyy format. The applied resolution was to modify the import function to allow for the successful process of the Fiscal Calendar regardless of the logged User s Regional Settings. Invoicing R&D #: TE Ticket #: Fixed an issue with Invoicing wherein taxable Expense Entries were not being saved as such. The applied resolution was to properly save these Expense Entries as taxable. Page 8

9 Tenrox Service Pack Release Notes (Tenrox 2018 R1.2) Organization Breakdown Structure (OBS) R&D #: TE Ticket #: , , Fixed an issue with Invoicing wherein taxable Expense Entries were not being saved as such. The applied resolution was to properly save these Expense Entries as taxable. R&D #: TE Ticket #: Fixed an issue with Roles wherein attempting to import Roles was triggering an error message. This was due to the import function looking for a missing folder. The applied resolution was to modify the function in order to create the folder if it did not exist. Reporting R&D #: TE Ticket #: Fixed an issue with Upland Analytics Reports wherein a report with a Date Filter set with a Calendar Operator was not displaying in the date format in the logged User s Regional Settings. R&D #: TE Ticket #: Fixed an issue with Upland Analytics Reports wherein upon running a report for an entire year (52 weeks) was being truncated to 48 weeks due to the maximum allowable number of columns within a report being 100. The applied resolution was to increase the maximum number of columns to 500. Resource Management R&D #: TE Ticket #: Fixed an issue with Resource Management whereupon redistributing the booking allocation from one user to another and changing the Booking Type for one of them was updating each users' Availability incorrectly. The applied resolution was to modify the function to better handle the changing of the Booking Type in order that the availabilities update correctly. Page 9

10 Tenrox Service Pack Release Notes (Tenrox 2018 R1.2) R&D #: TE Ticket #: Fixed an issue with Resource Management, wherein Resource Names, that are to display on Project level booking bars, containing letters with accents were being omitted when in Chart View within the Work Plan. The applied resolution required correcting the handling of accents to allow the proper and complete display of the Resource names. R&D #: TE Ticket #: Fixed an issue with Resource Management wherein the Chart view was not displaying the final day in a booking allocation. The applied resolution was to modify the function to allow the displaying of the final day. Timesheet R&D #: TE Ticket #: Fixed an issue with Timesheet Manager wherein, while using either Internet Explorer or Chrome, attempting to vertically scroll down the list on the Timesheet Manager page, using the mouse scroll wheel, was only working when the cursor was over the scrollbar. Tools R&D #: TE Ticket #: Fixed an issue with Expense Audits wherein changed values and comments were not being saved even though the Expense Entry and Expense Reports auditing are on. The applied resolution was to add the missing data to Expense Audit. Work Breakdown Structure (WBS) R&D #: TE Ticket #: Fixed a performance issue with Client PO wherein Client PO Summary was timing out or taking too long to execute. The applied resolution was to modify the function to enhance the speed and reduce the number of load time. Page 10

11 Tenrox Service Pack Release Notes (Tenrox 2018 R1.1) Tenrox Service Pack Release Notes (Tenrox 2018 R1.1) Page 11

12 Tenrox Service Pack Release Notes (Tenrox 2018 R1.1) Tenrox Service Pack Release Notes (Tenrox 2018 R1.1) - Product Enhancements This article includes minor enhancements added to Tenrox 2018 R1 SP1. Note: This page could be updated as new information becomes available V2.EB Project Manager Project List R&D #: TE Improvements have been made to User Defined Fields to further enhance the speed and performance of the Expanded Row within the Project List page. Page 12

13 Tenrox Service Pack Release Notes (Tenrox 2018 R1.1) Revenue Management R&D #: TE A new optional setting, Display Recognized Revenue, has been added to Forecast Settings for the Financial Planner, wherein the following two options are available: Do not calculate Recognizable Revenue for Actual Period Calculate Recognizable Revenue for Actual Period Page 13

14 Tenrox Service Pack Release Notes (Tenrox 2018 R1.1) Timesheet R&D #: TE The Timesheet escalations have been modified to allow for a larger number of escalation levels to be configured as well as to allow for sending of reminders for submitted timesheets. Page 14

15 Tenrox Service Pack Release Notes (Tenrox 2018 R1.1) Tenrox Service Pack Release Notes (Tenrox 2018 R1.1) - Resolved Issues Below is a summary of the main issues addressed by this release. Note: This page could be updated as new information becomes available V2.EB Expense R&D #: TE Ticket #: Fixed an issue with Expense Reporting where source Expense Entries are deleted after copying an Expense Report & deleting an Entry that could not be saved. Financials R&D #: TE Ticket #: Fixed an issue with Invoices wherein attempting to generate an invoice was generating an error message. Financial Planner R&D #: TE Ticket #: Fixed an issue with Financial Planner wherein trying to resize the first column was resulting in a grey box overlapping the entire column. Page 15

16 Tenrox Service Pack Release Notes (Tenrox 2018 R1.1) Reporting R&D #: TE Ticket #: Fixed an issue with Group Revenue Report wherein, after changing a User s Group, the User was appearing twice in the same report. The applied resolution was to update the function to remove the duplication from the report. R&D #: TE Ticket #: Fixed an issue with Reports wherein the French spelling for Group Total was incorrect. The applied resolution was to correct the French spelling. Resource Management R&D #: TE Ticket #: Fixed an issue with Resource Management wherein upon modifying an existing Booking by changing the User, the Booking was collapsing even though the Bookings in the given Work Plan is set as expanded by default. The applied resolution was to update the function to correctly display the modified Booking based on the default setting for the View. R&D #: TE Ticket #: Fixed an issue with Resource Management wherein the color of the Availability Timeline Field was not updating accordingly after removing the overallocation, therefore the value remained red when it should have reverted back to green. The applied resolution was to update the function to correctly set the Availability color R&D #: TE Ticket #: Fixed an issue with Resource Management wherein Users without the proper security permission to overallocate were able to do so when using Find Matches. The applied resolution was to modify the function to check the security permission and to validate if the user has a Can Over Allocate Users permission. Page 16

17 Tenrox Service Pack Release Notes (Tenrox 2018 R1.1) R&D #: TE Ticket #: Fixed an issue with Resource Management wherein an attempt to expand the booking(s), on the Resource Scheduling page, for multiple Users, or expand/collapse the Users booking(s) one at a time, was resulting in the page getting stuck in a loading loop or the booking(s) displaying incorrectly, while on Internet Explorer version R&D #: TE Ticket #: Fixed an issue with Resource Management where the Modify option was unavailable for selection from the Booking arrow for a Soft Booking. The applied resolution was to adjust the function so as to allow the modifying of a Soft Booking provided the resource has the proper rights to do so. Timesheet R&D #: TE Ticket #: Fixed an issue with Timesheets wherein an incorrect warning message was displaying upon attempting to create a new Adjustment on a Timesheet with approved entries despite having distinct Task/Charge Item combination. Tools R&D #: TE Ticket #: Fixed an issue with Audit Trail wherein records for the Insert, Update, Delete and Query actions for Expense Reporting were not being recorded. The applied resolution was to add audit checking and recording for Insert, Update, Delete and Query for Expense Reporting. Work Breakdown Structure (WBS) R&D #: TE Ticket #: Fixed an issue with Projects wherein an invalid error message was displaying upon trying to delete a Project with an associated Budget Notification. The applied resolution was to modify the function to successfully delete the Project. Page 17

18 Tenrox Service Pack Release Notes (Tenrox 2018 R1.1) R&D #: TE Ticket #: Fixed an issue with Projects wherein an error was displaying upon trying to copy a project with a Milestone where the Billing Date and Target Completion date were set to Open Ended and where the new project Start date was greater than the old project Start date. The applied resolution was to fix the function which calculates the new target Milestone Billing date. R&D #: TE Ticket #: Fixed an issue with Work Types where an attempt to edit any of a Work Type property was resulting in an inability to save the change(s), in addition to the Back and side buttons not functioning at all. This was the result of the parent Work Type name containing an apostrophe, corrupting the child Work Type. R&D #: TE Ticket #: Fixed an issue with Projects whereupon trying to update the project Manager, by searching for a specific User was not returning the User as expected. This was the result of a User-Resource Type association beginning the following day. The applied resolution was to update the function to display the User list correctly. R&D #: TE Ticket #: Fixed an issue with Projects whereupon trying to edit the %Complete for a Milestone was resulting in an incorrect warning message being displayed, indicating that the Billing End Date cannot be later than the Project End Date, despite the fact that it is not the case. This was the result of the logged user s Regional Setting being set to MM/DD/ YYYY. The applied resolution was to modify the function to update the %Complete, regardless of selected date format in System Regional Settings. Page 18

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20 Below is a summary of the features included in the Tenrox 2018 R1 release. Note: This page could be updated as new information becomes available. Project Manager Home Page Description: Addition of a Project Manager Home page, which has a set of predefined containers and information, dedicated to the Project Manager (PM) role: Active Projects & Milestones Assigned Timesheets & Expense Reports Cost & Revenue Financial Visuals Benefits: The Project Manager Home Page provides Tenrox Project Managers (PM) with a Home Page option that's composed of more relevant information to effectively facilitate their day-to-day work and improve their Tenrox experience. The following are the key benefits of the containers and information: Visibility to Active Projects and Milestones allows the User to stay focused on the current information of their active projects. Project team members' Timesheets and Expense Reports that are pending review/approval are readily accessible for the User to efficiently action on. The Cost & Revenue snapshot provides a general view of the financial standing for active projects. Use Case: A Project Manager requires a more effective and efficient manner of keeping on top of their active projects and wanting to focus on key pieces of information. By using the Project Manager Home page, the Project Manager has the relevant information on their active projects easily accessible to them from one page on the interface. Page 20

21 Note that the information reflected on the charts, under Financials, are originating, solely, from the Project Budget. Project List Description: Introduction of the Project List page, which allows Users to view the summary information of filtered projects, action on assigned projects, manage tasks and manage Views. Users have access to the same functionality that is available on the Project Central page, as well as a few additional features. The Project List has been introduced to eventually replace the existing Project Central. In this 2018 R1 release, upon being upgraded, the Project Central tab information is automatically transferred as Views to the new Project List. Any new changes made at the tab level on the Project Central page will not be reflected on the Project List, which includes creating, editing, hiding or deleting an existing tab, as well as setting a Filter or Column Selection for a tab. As the Project Central page will eventually be deprecated, it is strongly recommended that the Project List now be used going forward. Benefits: Users can conveniently access the Project List page directly through the Navigation Menu, which allows them to view, edit or create new Projects more efficiently. The customizable Views provides Project Managers seamless access to the information they need. Moreover, a few key benefits of the Project List: Esthetic upgrade and feel, redesigned look, and simplified navigation flows which allow users to get the information they need rapidly and intuitively Simplified administration of Views with the introduction of a Manage View page Cleaner view of available page actions Improved search capability and ability to export to excel Use Case: A Project Manager, who typically works on the Project Central page in managing their projects, would like to do so on an improved interface, be able to perform run-time filters and export the list to excel. By using the Project List page, the Project Manager can have visibility to the same Tab-based filters they had available to them and had set Page 21

22 up from Project Central, be able to work on an enhanced interface, perform run-time filters while on any of the Views, and be able to export to Excel, among other capabilities. Upland Project Planner Override Percent Complete of Tasks/Summary Tasks Description: Addition of an Override % Complete component under the Progress tab of UPP to override the system-calculated % Complete of a Task. Upon selecting the Override(%) option, a value can be selected, and the progress bar in the Gantt Chart is updated accordingly. Benefits: The Project Manager can opt to override the automatically generated % Complete to more accurately represent the progress of a Task. Use Case: Abigale, a Project Manager, noted that 40 hours of work was done on a project Task, and the resulting % Complete indicated that the Task was 60% complete, which was more than the actual progress. She can select the Override % option and select the 45% value that is the proper representation of where the Task actually stands. Undo/Redo Functionality Description: Addition of an Undo and Redo functionality in UPP, being able to reverse or redo changes made to the project plan, such actions as creating a Task, editing a Task, creating a predecessor, assigning a resource, among others. By default, it is up to 10 changes that can be reverted or redone. Benefits: A User can easily reverse or redo changes made to the project plan, no longer requiring having to do these manually. The default number of actions that can be undone or redone is up to 10 changes. Use Case: A Project Manager has made several changes to the project plan but realized that she made the updates in error and must backtrack her steps to reverse the changes she made. She can use Undo to easily revert the project plan, seven (7) changes back, to where she needs to be. Page 22

23 If you are interested in changing the default number of changes that can be reversed or redone, please reach out to your Tenrox Project Manager or Administrator. Budget Mapping and Integration Description: Addition of the following: Budget mapping defines the mappings between Tenrox and UPP at the system level, or have the option to change the settings per project. Budget integration with UPP, at the Project, Task and/or Assignment level. Benefits: A User can: Select how the Budget is to be mapped for all project plans with Tenrox, with the ability to change this setting, where necessary, for any given project. Opt to integrate the Budget with UPP whereupon the publishing of the project plan automatically generate the budget at any of the levels directly within Tenrox, eliminating duplication of work. Use Case: A Project Manager requires inputting the budget set on the project plan for the three levels of budgeting under the Project Budget in Tenrox. By using the Budget integration, the Project Manager can more efficiently do this at the Project, Task and Assignment levels. Page 23

24 Resource Management Date Range for Export to Excel of Work Plan Description: Addition of date range selection for the Export to Excel in the Work Plan. Benefits: A user-defined date range can be set when exporting the Work Plan to Excel, as opposed to leaving it to export the whole Work Plan up to the maximum allowable when it's not needed. Use Case: Emily, a Tenrox User requires exporting the Work Plan to Excel for only the next 2 months. Through the Export to Excel dialog box, she can specify the capturing of the Work Plan for only the required 2 months. Note: The date range is limited to 1 year. Page 24

25 Bookings can now be grouped by project instead of user within the Project Scheduling and Project Work Plan views Description: Addition of an option to change whether the Bookings are to be grouped by Project or Resource by making the selection through the added Group by list on the View Edit page. This is on the following Work Plans: Project Scheduling Resource Scheduling Project Group Benefits: The Work Plan can be pivoted to show schedules grouped by resources or projects, eliminating the need to navigate or have access to Resource Scheduling. Use Case: James, a Project Manager, is working on the Project Scheduling page, but would like to be able to see the Work Plan be grouped by User and see the Project(s) each Project Team member is working on, as opposed to grouping by Project, and doesn't wish to have to access Resource Scheduling in order to see the Work Plan as such. By editing the current View that he is using or creating a new one, he can change/select the grouping to be based on Resource. Displaying of Multiple Groups for the Resource Scheduling Work Plan Description: Addition of a multi-select feature for multiple groups to display simultaneously on the Resource Scheduling Work Plan. Benefits: Provides the flexibility to view the Work Plan for a single or multiple groups concurrently. Use Case: Ashley, a Resource Manager, would like to see the Resource Scheduling Work Plan for multiple groups, at the same time, so that she can view the forecasts for multiple items. By taking advantage of the multi-select feature, she can achieve this. Page 25

26 Displaying of Multiple Projects for the Project SchedulingWork Plan Description: Addition of a multi-select feature for multiple projects to display simultaneously on the Project Scheduling Work Plan. Benefits: Provides the flexibility to view the Work Plan for a single or multiple projects. Use Case: Andrew, a Project Manager, would like to see the Project Scheduling Work Plan for multiple projects so that he can view the forecasts for multiple items. By taking advantage of the multi-select feature, he can achieve this. Ability to see the name of the Note creator Work plan notes now displays the note creator/ updater. Description: Addition of information within the Work Plan Notes dialog box, specifically the name of User who created or updated the Note and the date on which it was done. Benefits: A User viewing the Work Plan can readily see who created or updated and when it was done, providing a point of reference if needed. Use Case: James, a Project Manager, sees a Note for a booking on the Project Scheduling Work Plan, indicating that the Resource will be unable to travel during a specific period, upon which James would like to ask follow-up questions and wishes to know who created the note so as to determine with whom he is to communicate. By referring to the Note User and Date Stamp information in the Notes dialog box, he can see this immediately. Page 26

27 Notification for Booking Allocations Description: Addition of an notification option to allow sending out a notification upon an Allocation having been created or all Allocations have been removed. Benefits: This allows the option to trigger s only when there are actual Allocations being made or all being removed, as opposed to just a Booking being made or all being removed. Use Case: An organization prefers to incorporate, into their process, the sending of notifications for any Work Plan Allocations that are being made or removed, rather than just Bookings being created or removed. By selecting the Allocations option for the triggering of the s, this requirement can be fulfilled. Page 27

28 Notification for Soft Bookings Description: Addition of an notification option to allow sending out a notification on Soft Booking or Soft Allocating or on removal of Soft Bookings or Soft Allocations. Benefits: This allows the option to trigger s even when Soft Booking or Soft Allocations have been created or removed, allowing the necessary recipients insight as to what can be expected in the plans going forward. Use Case: An organization prefers to incorporate, into their process, the sending of notifications for any Work Plan Soft Bookings or Soft Allocations that are being made or removed, rather than just Hard Bookings being created or removed, so as to provide a flag for the key players. By selecting the Soft Booked or Soft Allocations option for the triggering of the s, this requirement can be fulfilled. Drag and Drop Functionality for the Grid Description: Addition of the Drag & Drop capability in the bottom for the Grid with the selected item being dragged and dropped being highlighted in gray. Benefit: The User can now efficiently add a User/ Resource or Project Booking to the Work Plan by simply selecting the item from the bottom grid and dragging/dropping it in the top grid. Consequently this reduces the number of clicks. Use Case: A Project Manager wishes to quickly add a required booking to an existing Project Schedule just before a Project team review meeting. By using the Drag & Drop feature, they can complete this process in a timely manner. Page 28

29 When dragging project to same project, a new line items, in Quick Add mode, displays. When dragging resource to same resource, the Add Booking dialog box displays. When dragging to empty section of the grid, the New Booking dialog box displays. Product Foundation Workflow Designer Supported Across Multiple Browsers Description: The Workflow Designer, can be accessed using other browsers, besides Internet Explorer (IE). Benefits: Workflows can be designed using any browser with the Workflow Designer now being supported across different browsers, no longer dependant on IE. Use Case: Carl, a Tenrox Administrator, predominantly uses Chrome for work. He no longer requires opening Internet Explorer to update a workflow, as he can now do so using his preferred browser, Chrome. Change MS reports to use new report for 2010 schema Microsoft Reports now support the 2010 report schema Description: The Microsoft Reports that generate use the 2010 report schema. Benefits: The User generates improved Microsoft Reports with new features included in the 2010 report schema. Page 29

30 Conversion from ASP to.net & UI/UX Description: Classic ASP pages have been updated to ASP.Net pages throughout the application. See below for the list of pages converted from ASP to.net. Benefits: The coverted pages improve and update the look and feel of the application, and elevates the User's experience using Tenrox. The improved Grids, Buttons, Options, Dialog Boxes, Icons and Search all fall in line with the upgraded standards that had already been applied on several pages during the recent releases. 1. Introduction of inline editing, eliminating multi-page navigation. 2. Additions of Save and Undo buttons 3. Addition of Tool Bar. 4. Addition of a Delete message. 5. Addition of Search capability. The following pages have been converted from ASP to.net, making the pages more consistent. Currency Exchange -- Setup > Financial > Currency Exchange Leave Time History -- Setup > Organization > Users > %Edit an Item% > Entry Options > Leave Time > History button Exchange Rate History -- Setup > Financial > Currency Exchange > %Edit any Item% > History Work Processes -- Setup > Work Processes Vendor Central -- Portals > Vendor Central Dashboard Setup -- Setup > Organization > System > Dashboards Report Security -- Reports > New Report > Adhoc report > Security tab Report Folder Security -- Reports > Reports tab > Select folder > Context menu > Edit > Security tab Report Tab Security -- Reports > Reports tab > Arrow besides Report text > New > Save > Security tab Project Security -- Setup > Work > Projects > Project Edit : % > Options > Project Security Purchase Workflows -- Setup > Purchase > Purchase Workflows Requisition Workflows -- Setup > Purchase > Requisition Workflows Project Workflows -- Setup > Work > Projects > Project Workflows Page 30

31 Budget Restrictions -- Setup > Work > Projects > Project Edit : % > Budget tab > Budget Restrictions browse buttons Contact Project Security -- Setup > Work > Clients > Client Edit > Contact List > Contact Edit > "Projects" button Rate rule Associated Users -- Setup > Financial > Cost rules > Cost rules > Rate Rule Edit > Associations > New New Cost Budget Item -- Setup > Work > Projects > Project Edit : % > New budget > Expense/Charge/Product > nodes > Context menu > New item Security Profile Members -- Setup > Organization > System > Security > Security Profile > Security Profile Members Project Expense Limits -- Setup > Work > Projects > Project Edit: % > "Budget" tab > Expense Limits Milestone Associated Tasks -- Setup > Work > Projects > Project Edit: %> Milestone Edit : MilestoneItem > Associated Tasks Project Manager Filter for Project Central -- Portals > Project Central > Tab Edit > Filter Tab > Select "Project Manager" in field name > Browse Timesheet Template Reminder User Association -- Setup > Timesheet > Timesheet Templates > %Edit an Item% > Tab "Reminders" > Link "Select Users" Assigned Task -- Setup > Work > Projects > Project Edit : % > Project Team Tab > Right click on a User > Assign Expense Limits Users Association -- Setup > Expense > Expense Items > Expense Item Edit > Expense Limits > Association Tab > Associate To: Users Expense Limits Resource Type Association -- Setup > Expense > Expense Items > Expense Item Edit > Expense Limits > Association Tab > Associate To: Resource Type Entry Mass Update Tasks -- Setup > Work > Tasks > Entry Mass Update > General Tab Entry Mass Update Users -- Setup > Work > Tasks > Entry Mass Update > Users Tab Client Filter for Project Central -- Portals > Project Central > Tab Edit > Filter Tab > Select "Client" in Field Name > Browse Portfolio Project Association -- Setup > Work > Portfolios > Portfolio Edit: %Edit an Item% > Projects Tab > Associate Projects Analysis View Edit -- Tools > Analysis Views > %Edit Item % > General Tab Cost and Billing for Clients and Work Types -- Setup > Work > Clients > %Edit an item% > Cost/Billing and Setup > Work > Work Types > Project Edit : % > Cost/Billing Cost and Billing for Projects -- Setup > Work > Projects > Project Edit : % > Cost/Billing Cost and Billing for Tasks -- Setup > Work > Tasks > %Edit an Item% > Cost/Billing Page 31

32 Use Case: John, the Tenrox Administrator, would like to be able to see an improved Tenrox interface given his daily use of Tenrox, including being able to quickly search for a Work Process. When having to update a Work Process, he can navigate to the Work Processes list and search for the Work Process he requires changing. Updated Grid Controls Description: Grid controls have been updated throughout the application. Benefits: This improves the User's experience and use of Tenrox with the controls being consistent with recent updates having been applied. Error Logging Description: Addition of error logging enhancements, specifically backend options. Benefits: Improved troubleshooting of issues and errors logged by customers. Customer Driven Development Invoice Batch Template Filter Description: The Batch Template Edit page has been restructured to now have a General and a Filter tab. Through the Filter tab, the User specifies the search criteria/criterion to use to pre-filter the list of items to display in the Invoice Batch, by selecting a Field, a Condition and a Value(s), and if there are multiple filters, how they are to be combined is to be selected. Benefits: When the User applies an Invoice Batch Template to an Invoice, the list of Clients and Projects will be filtered based on the criteria specified in that Invoice Batch Template. The rest of the Invoice Batch creation process will be as it has been. The following are the Client and Project properties (Fields) available to select, in addition to any associated User Defined Fields: FIELD TYPE NOTE Client Name Browse for Client Client ID Text Page 32

33 Client Country Account Executive Client Currency Text Browse for User Browse for Currency Client User Defined Fields (UDF) Vary Non-Hierarchical UDF Types Project Name Project ID Project Code Portfolio Project Tracking # Project State Project Manager Browse for Project Text Text Browse for Portfolio Text Text Browse for User Project UDFs Vary Non-Hierarchical UDF Types Project Currency Browse for Currency Only if Project Currency is enabled Text fields will allow for Equals, Not Equals, Like, Not Like, In, Not In Numerical fields will allow for Equals, Not Equals, Greater Than, Greater Than or Equal to, Less Than, Less Than or Equal to, Between, Not Between Browse for fields will allow for In, Not In and will browse the system for the object type and will allow for multiselect Date fields will allow for Equals, Not Equals, Greater Than, Greater Than or Equal to, Less Than, Less Than or Equal to, Between, Not Between, Today, This Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, Year to Date. Use Case: Lauren, the Accounts Receivable Officer, would like to be able to filter the Invoice Batches by Portfolio. By accessing the Filter for the Invoice Batch Template, she can set Portfolio as the filter criterion, and apply this when Invoicing. Page 33

34 Financial Planner now has new forecast settings for displaying values Description: Addition of display options under the Forecast Settings of the Financial Planner. Benefits: The User can select the following options to now display on the Financial Planner: Under the Margin Section, either or both of the following can be selected: Net Margin Net Margin Percentage Under the Total Column, either of the following can be selected: Running Total Total Actuals Use Case: When forecasting for the coming quarters, James, the Project Manager, requires providing, to upper management, the Net Margin and Net Margin Percentage, along with the Running Total. By selecting these options on the Forecast Settings page for the Project Financial Planner, he will be able to have these values displayed to provide a complete forecast. Page 34

35 Milestone Description A description field has been added to Milestones. Completing a billing milestone copies the description to the charge entry. Description: Addition of a Description box for a Milestone. Benefits: The User can now provide additional information for a Milestone, giving anyone accessing the Milestone a clearer understanding about it. Moreover, the Description entry is copied into the Charge entry Description box upon a Milestone being set as completed and a Milestone Billing Charge entry is created. Use Case: Kathy, an Accounts Receivable Officer, would like to be able to see a description provided for a Milestone Billing Charge entry as the Name is not clear enough. By having an entry made in the Milestone Description box, and it is set to Complete, triggering a Billing Charge entry, the information will automatically be copied to the Charge Entry Description box. Page 35

36 Notification Display Name A Display Name can now be set for notifications. Description: Addition of the Display Name box to capture a name as the sender for s sent from Tenrox. Benefits: The User has the ability to specify the preferred sender name for s sent through Tenrox, therefore when s are generated the header will contain the sender name as part of the From information. Use Case: Matthew, the Tenrox Administrator, has been asked to have the sender name for outgoing be changed to the corporate name. By navigating to the System Setup page, he can change the default value of the Display Name box to his company's name. Navigation Menu Hidden When No Associated Options Description: An empty Navigation Menu, that automatically displays for a new Icon Bar option, no longer displays. Benefits: Users no longer have to unnecessarily view an empty Navigation Menu when selecting an Icon Bar option without any associated Navigation Menu options. Use Case: Cary, an active Tenrox User, commonly navigates to the Knowledge page by clicking the Knowledge icon in the Icon Bar, but consequently has to collapse the empty Navigation Menu each time, making this small action a frustrating one. Now when he clicks the Knowledge icon, he will no longer see the Navigation Menu. REST API Development Description: Tenrox can be interacted with programmatically via a set of APIs. Scoping has been appled to the following objects within the REST API: User Clients Page 36

37 Groups Teams Portfolios Projects Tasks (Via Projects inherited scope) Modifications within REST API: UserCalendar: CalendarName property is now Required. Calendar: Start Date and End Date are now read-only. User: Resource Type is no longer read-only. ClientPOs: New ClientPOs Api was added. Client/{id}/POs endpoints are still supported. UserCalendarDetails: New UserCalendarDetails Api was added. Users/{id}/CalendarDetails is still supported. ResourceTypeHistory: New ResourceTypeHistory Api was added. Users/{id/ResourceTypeHistory is still supported. ResourceId property is now of type int. User security was added. Introduction of new webservices: That allows for querying the Timesheet AssignmentAttributes for a given user. That can delete TImesheet AssignmentAttributes. That allows for editing Timesheet AssignmentAttributes That allows for deleting an hourly billing rules for a given Task That allows for editing an hourly billing rules for a given WBS item That allows for creating a hourly rate rules for a given WBS item That allows for retrieving the hourly rate rules for a given WBS item That allows to search for extended attributes of Time Entries That allows validation and business logic to Create Time Entry That allows for seeing extended attributes of Time Entries That allows for deleting a Time Entry That allows for editing a Time Entry Page 37

38 That allows for creating a Time Entry That allows for searching Time Entries That allows for searching User Defined Fields That allows for searching for Payroll Batches That allows searching for Milestones That allows for deleting a Skill That allows for editing a Skill That allows for creating a Skill That allows for searching a Skill That allows for deleting a Holiday That allows for editing a Holiday That allows for searching a Holiday That allows for creating a Holiday That allows for deleting a Pay Code That allows for editing a Pay Code That allows for searching a Pay Code That allows for creating a Pay Code That allows for searching a Line Item in Invoices That allows for searching a User user defined fields That allows for setting a User user defined fields The Help Documentation has been updated with more details on how to call the API as well as includes some code samples. Benefits: This enables technical clients to build tools for their user base in order to input and extract data from Tenrox and automate processes that currently require manual intervention. Moreover, the APIs will enable the development of seamless integrations to 3rd party systems by connecting endpoints together for data exchange. Page 38

39 Tenrox 2018 R1 - Supported Integrations Guide Tenrox 2018 R1 - Supported Integrations Guide Page 39

40 Tenrox 2018 R1 - Supported Integrations Guide Tenrox 2018 R1 - Supported Integrations Guide Accounting This section details the third party Accounting tools, and the respective versions, with which Tenrox can integrate. Microsoft Great Plains Dynamics This table lists the versions of Microsoft Great Plains Dynamics supported within the Tenrox version indicated. Supported Versions: Microsoft Great Plains Dynamics Version MSGP (Dynamics) 2016 MSGP (Dynamics) 2015 MSGP (Dynamics) 2013 MSGP (Dynamics) 2010 MSGP (Dynamics) 10.0 Tenrox Version Availability Available as of Tenrox 2018 R1 SP2 Available as of Tenrox 2015 R1 Available as of Tenrox 2014 R2 Not supported as of Tenrox 2014 R3 Not supported as of Tenrox2014 R3 ACCPAC This table lists the versions of Sage ERP supported within the Tenrox version indicated. Supported Versions: Sage ERP Version Sage ERP Sage ERP Tenrox Version Availability Available as of Tenrox 2018 R1 Available as of Tenrox 2015 R1 Sage ERP Accpac500 V Sage ERP Accpac500 V Not supported as of Tenrox 2014 R3 Page 40

41 Tenrox 2018 R1 - Supported Integrations Guide Version Sage ERP Accpac500 V Tenrox Version Availability Not supported as of Tenrox2014 R3 Note: The Sage ERP Accpac500 is not to be confused with Sage ERP 500 (formerly known as MAS 500). The following ACCPAC versions are neither supported nor tested: ACCPAC Advantage Corporate (Not Certified) ACCPAC Advantage Small Business (Not Certified) ACCPAC Advantage Discovery (Not Certified) All ACCPAC Pro versions (Not Supported) All Simply Accounting versions (Not Supported) QuickBooks Desktop This table lists the versions of QuickBooks Desktop supported within the Tenrox version indicated. Supported Versions: QuickBooks Desktop Version Tenrox Version Availability 2017 Pro, Premier and Enterprise Available as of Tenrox2018 R Pro, Premier and Enterprise Available as of Tenrox2015 R Pro, Premier and Enterprise Available as of Tenrox2014 R Pro, Premier and Enterprise Available as of Tenrox2014 R1 QuickBooks Online This table lists the versions of QuickBooks Online supported within the Tenrox version indicated. Page 41

42 Tenrox 2018 R1 - Supported Integrations Guide Supported Versions: QuickBooks Online Version Tenrox Version Availability 2016 US, Canada, Australia and UK Available as of Tenrox2015 R US, Canada, Australia and UK Available as of Tenrox2014 R3 Note: The following QuickBooks versions are not supported: QuickBooks File Based Integration US QuickBooks File Based Integration CAD All versions of Quicken QuickBooks Desktop Accountant Intacct This table lists the versions of Intacct supported within the Tenrox version indicated. Supported Versions: Intacct Version Intacct (Through the Upland Integration Platform Boomi) Tenrox Version Availability Available as of Tenrox2016 R1 SAP B1 Supported Versions: SAP B1 Version Tenrox Version Availability SAP Business One 2007 Available as of Tenrox Release 10 Page 42

43 Tenrox 2018 R1 - Supported Integrations Guide The releases of SAP Business One, after the 2007 version, are neither supported nor tested. Customized Integrations Although the standard Tenrox2011 R3 application supports the accounting software mentioned herein, customized integrations are also supported with the following: Third Party Tool Peoplesoft Navision SAP R3 Payroll This section details the third party Payroll tools, and the respective versions, with which Tenrox can integrate. ADP This table lists the versions of ADP supported within the Tenrox version indicated. Third Party Tool ADP HR Partner ADP HRizon ADP Pay expert ADP PC/Payroll Accounting Systems Offering Payroll Modules This table lists the third party Payroll tools that are supported within the Tenrox version indicated. Please refer to previous slides for versions supported. Page 43

44 Tenrox 2018 R1 - Supported Integrations Guide Supported Third Party Payroll Tools Please refer to previous pages for versions supported. ACCPAC QuickBooks Great Plains (USA, Canada) CRM This section details the third party CRM tools, and the respective versions, with which Tenrox can integrate. Salesforce.com This table lists the versions of Salesforce.com that are supported. Supported Versions: Salesforce.com Version Salesforce SOAP API 36 (Minimum) Tenrox Version Availability Available as of Tenrox 2016 R1 Enterprise Professional Edition Unlimited Edition Microsoft CRM This table lists the versions of Microsoft CRM supported within the Tenrox version indicated. Supported Versions: Microsoft CRM Version Microsoft Dynamics CRM 365 Tenrox Version Availability Available as of Tenrox 2016 R1 SP10 Page 44

45 Tenrox 2018 R1 - Supported Integrations Guide Version Microsoft Dynamics CRM 2016 Online Microsoft Dynamics CRM 2015 Online Microsoft Dynamics CRM 2013 On-Premise Microsoft Dynamics CRM 2013 Online Microsoft Dynamics CRM 2011 Online Small Business Edition 3.0 Enterprise Edition 3.0 CRM 4.0 On-Premise CRM 5.0 On-Premise Tenrox Version Availability Available as of Tenrox 2016 R1 Available as of Tenrox 2015 R1 Unofficial Availability as of Tenrox 2014 R1 Available as of Tenrox 2014 R1 Deprecated as of Tenrox 2014 R1 Not Recorded as to Available as of Not Recorded as to Available as of Not Recorded as to Available as of Not Recorded as to Available as of Note: The Group Edition is not supported since they do not support Web services API and Single Sign-on. Project Management This section details the third party Project Management tools, and the respective versions, with which Tenrox can integrate. Microsoft Project Professional Desktop This table lists the versions of Microsoft Project Professional that are supported. Supported Versions: Microsoft Project Professional Desktop Version Microsoft Project Professional 2013 Microsoft Project Professional 2010 Tenrox Version Availability Available as of Tenrox 2015 R2 Available as of Tenrox 2015 R2 Page 45

46 Tenrox 2018 R1 - Supported Integrations Guide Customized Integrations Although the standard Tenrox 2011 R3 application supports the Project Management software mentioned herein, customized integrations are also supported with the following: Third Party Tool Primavera Document Management This section details the third party Document Management tools, and the respective versions, with which Tenrox can integrate. Sharepoint This table lists the versions of Sharepoint that are supported. Supported Versions: Sharepoint Version Tenrox Version Availability Sharepoint Available as of Tenrox 2011 Tenrox Mobile This section details the mobile devices, and the versions, with which Tenrox Mobile can integrate. ios This table lists the versions of ios that are supported. Page 46

47 Tenrox 2018 R1 - Supported Integrations Guide Supported Versions: ios Version ios9 ios8 ios6 and 7 Tenrox Version Availability Available as of Tenrox 2016 R1 Available as of Tenrox 2014 R3 Available as of Tenrox 2014 R2 Windows This table lists the versions of Windows that are supported. Supported Versions: Windows Version Windows 8.1 Windows 8.0 Tenrox Version Availability Available as of Tenrox 2014 R3 Available as of Tenrox 2014 R2 Android This table lists the versions of Android that are supported. Supported Versions: Android Version Android 6 Android to Tenrox Version Availability Available as of Tenrox 2016 R1 Available as of Tenrox 2014 R2 Blackberry This table lists the versions of Blackberry that are supported. Page 47

48 Tenrox 2018 R1 - Supported Integrations Guide Supported Versions: Blackberry Version Blackberry 10 Tenrox Version Availability Available as of Tenrox 2014 R2 Page 48

49 Working with the Project List Page 49

50 What information is available to me on the Project List page? The Project List page allows you to view the summary information of filtered projects, action on assigned projects, manage Tasks and manage Views. This article details the information available on the Project List page. Version Note: The Project List page is available as of Tenrox 2018 R1. The Project List has been introduced to eventually replace the existing Project Central. In this 2018 R1 release, upon being upgraded, the Project Central tab information is automatically transferred as Views to the new Project List. Any new changes made at the tab level on the Project Central page will not be reflected on the Project List, which includes creating, editing, hiding or deleting an existing tab, as well as setting a Filter or Column Selection for a tab. As the Project Central page will eventually be deprecated, it is strongly recommended that the Project List, which was introduced in 2018 R1 release, be used henceforth. Available Features The following are the features available on the Project List page: 1. Create Project: Click Create Project to start and build a new Project through the Project Edit page. You must have the proper rights to use this functionality. For more information, click here. 2. View: Click the View list box to access the available Views and additional options, Create, Edit Details, Manage and Delete. You must have the proper rights to use this additional options. For more information, click here. 3. Refresh: Click Refesh to refresh the page. Page 50

51 4. Copy: Click Copy to copy the selected Project. For more information, click here. 5. Delete: Click Delete to delete the selected Project. For more information, click here. 6. Export to Excel: Click Export to Excel to export all the projects listed, and as displayed, to Excel. For more information, click here. 7. Expanded Row Column Selection: Click this button to open the Expanded Row Column Selection dialog box where you can manage the information you see when expanding a project line item on the Project List page. For more information, click here. 8. Filter: Click this button to open the Filters dialog box to create a filter(s) to refine the list of projects displayed. For more information, click here. 9. Column Selection: Click this button to open the Column Selection dialog box where you can add or remove columns to display on the Project List. For more information, click here. 10. Search: In order to search for a Project(s), click the Search down arrow, select a criterion and then enter the corresponding value. For more information click here. 11. Pagination: Facilitates your navigation through multiple pages of the Project List, with the ability to select how many projects you would like to have displayed on each page. Note: You must first select only one Project for Copy to be available. You must first select one or more Projects for Delete to be available. Page 51

52 The List The table lists the projects with its corresponding information as you set it through the Column Selection and Expanded Row Column Selection dialog boxes, and ordered in ascending or descending order based on the column you select. The system defined default settings for the columns that display are as follows. This can be changed through the Column Selection dialog box: Project Client State Action The system defined default settings for the expanded row are as follows. This can be changed through the Expanded Row Column Selection dialog box: Id Code Tracking# Portfolio Health Start End Project Managers Tasks Milestones Team Members Page 52

53 How do I access the Project List page? You view the Project List page by simply selecting Project List from the Icon Bar, providing a quick and easy access. This article describes how to access the Project List page. Version Note: This feature is available as of Tenrox 2018 R1. 1. Select Project List Click Project List from the Icon Bar. Page 53

54 2. View Projects List Page View the Project List page. Page 54

55 How do I create a new Project from the Project List page? This article details the steps of creating a new project from the Project List page with the required base information under the General tab. When the project is successfully created, you are free to enter the additional information and set the other properties at a later time. Version Note: This feature is available as of Tenrox 2018 R1. 1. Access the Project List page 1.1. Select Project List Click Project List from the Icon Bar. Page 55

56 1.2. View Project List page View the Project List page. 2. Click Create Project From the Projects List page, click Create Project. 3. Select and enter the general project information On the Project Edit page, select and enter the desired information in the respective boxes, ensuring the mandatory boxes are completed. Note: The mandatory boxes are denoted with an asterisk (*), and must be all completed in order to successfully create a project. Page 56

57 4. Enter the basic information Enter the base information. 5. Edit and select information Edit and/or select the necessary information. The boxes with ellipsis buttons will open the corresponding list page from where you can select the required option (see the substeps below). Page 57

58 5.1. Click the ellipsis to make a selection Modifying the selection with an ellipsis button requires clicking the ellipsis Select the option Upon the corresponding list page displaying, select the required option. Page 58

59 5.3. View the selection Upon the Project Edit page redisplaying, view the modified selection Select from the list If necessary, modify the Priority list. Page 59

60 5.5. Modify the effective period If necessary, modify the effective period. Note: Until an End date has been clearly defined, it is recommended that it remain Open Ended Enter additional information Enter additional information in the Description box. Page 60

61 6. Click Finish Click Finish. 7. View the newly created project 1. Upon the page refreshing, view the newly created project. 2. Click Back. Note: You are now free to enter the additional information and set the other properties, under the additional tabs, at a later time. Page 61

62 8. View the project in the Projects List page View the newly created project in the Project List page. Page 62

63 How can I copy a Project in the Project List page? This article details how to copy an existing project from the Project List page. Version Note: This feature is available as of Tenrox 2018 R1. 1. Access the Project List page 1.1. Select Project List Click Project List from the Icon Bar. Page 63

64 1.2. View Project List page View the Project List page. Note: Use the search capability for an efficient way of finding the specific project. 2. Select the Project to copy Select the box to the left of the Project you wish to copy. Upon selecting a Project, the Project Copy symbol becomes availabe. Note: Only one Project can be copied at a given time. If multiple Projects are selected the Copy symbol remains unavailable. Page 64

65 3. Click Copy Click Copy. 4. Specify the desired information In the Project Copy dialog box, make the desired changes in the respective boxes, and then select the appropriate Copy Options. Page 65

66 5. Select Copy Select Copy. 6. View copied project in the Project List page View the copied project in the Project List page. Page 66

67 How can I delete a Project in the Project List page? This article details copying an existing project from the Project List page. Version Note: This feature is available as of Tenrox 2018 R1. 1. Access the Project List page 1.1. Select Project List Click Project List from the Icon Bar. Page 67

68 1.2. View Project List page View the Project List page. Note: Use the search capability for an efficient way of finding the specific project. 2. Select the Project to delete Select the box to the left of the item line for the given project you wish to copy. Page 68

69 3. Click Delete Click Delete. 4. Click Yes Click Yes to confirm deletion. Page 69

70 5. View Project List page View the Project List page. Note that the deleted project is no longer in the list. Page 70

71 How can I edit a Project from the Project List page? This article covers how to edit a project from the Project List page. Version Note: This feature is available as of Tenrox 2018 R1. Note: The ability to edit a project is dependant on the access rights granted to the user. Page 71

72 1. Access the Project List page 1.1. Select Project List Click Project List from the Icon Bar. Page 72

73 1.2. View Project List page View the Project List page. 2. Click the project name to edit Click the project name to open Project Edit page. Note: The ability to edit a project is based on permissons granted to you. Page 73

74 How can I search for a Project within the Project List page? This article covers how to search for a project from the Project List page. Version Note: This feature is available as of Tenrox 2018 R1. 1. Access the Project List page 1.1. Select Project List Click Project List from the Icon Bar. Page 74

75 1.2. View Project List page View the Project List page. 2. Select a search criterion Select a search criterion from the available anchored criteria list. Note: The available Search criterion are defined within the Clumn Selection page. For more information click here. Page 75

76 3. Enter the search value 1. In the Search box enter either the partial or complete value you wish to search for. 2. Click Search. 4. View the search results View the search results in the table that will contain the search value anywhere within the selected search criterion. Example: For example, having entered the search value of "op" based on the State search criterion, Tenrox will look for Projects with a State containing the text "op". Page 76

77 How can I select which anchored Search criteria will be available when searching for an item? The updated Search capability allows for users to add or remove Search Filters which are anchored to the Search box. This article details how to add or remove anchored Search Filters. To illustrate how to add or remove the anchored Search criteria, see the example which looks at the Project List page. 1. Select Column Selection Select Column Selection. Page 77

78 2. View chosen Filters A funnel symbol denotes items that can be used as anchored Search Criteria. Click on the symbol to either select or deselect the item as Search Criteria. When selected the symbol is blue. Example: Project, Client. When unselected the symbol is charcoal gray. Example State. 3. Add a new Search Criteria 1. Select a Column from the list of Available Columns. 2. Click the Add button to add it to the Selected Columns list Page 78

79 4. Save your changes Click Save. 5. View your changes The option Project Manager is now available from the Search Criteria list. Page 79

80 How can I export my Project List to Excel? This article covers how to export your Project List to Excel. Version Note: This feature is available as of Tenrox 2018 R1. 1. Access the Project List page 1.1. Select Project List Click Project List from the Icon Bar. Page 80

81 1.2. View Project List page View the Project List page. 2. Select Export to Excel Select Export to Excel. 3. Follow the open or save prompts From the prompt that's generated, select the preferred Open or Save option. Page 81

82 4. View the exported Project List in Excel View the exported Project List in Excel. Page 82

83 How do I apply a Filter to the Project List page? This article covers the filtering of the Project List. Version Note: This feature is available as of Tenrox 2018 R1. 1. Access the Project List page 1.1. Select Project List Click Project List from the Icon Bar. Page 83

84 1.2. View Project List page View the Project List page. 2. Click Filter Click Filter to open the Filters dialog box. Page 84

85 3. Click add In the Filters dialog click the Add button to add a new line item for the Filter you wish to create. 4. Select Filter criteria Select the required Filter Criteria from the lists Page 85

86 5. Click Save Click Save. Note: if more then one Filter is added each Filter line item needs to be saved, otherwise the changes will be lost upon exit. 6. Click Close Click Close to butturn to the Project List page. Page 86

87 7. View Filtered results in the Projects List page View filtered Project List page. Note: When a Filter is applied on the Project List page the Filter symbol turns blue. Indicating that a Filter is applied. Page 87

88 How do I expand/contract the table line items of a given project through the Project List page? This article covers the expanding/contracting of the table line items of a given Project through the Project List page. Version Note: This feature is available as of Tenrox 2018 R1. 1. Access the Project List page 1.1. Select Project List Click Project List from the Icon Bar. Page 88

89 1.2. View Project List page View the Project List page. 2. Click Expand/Collapse arrow Click the respective Expand/Collapse arrow based on what you wish to be displayed/hidden: 1. Click the Expand arrow (down arrow) to the left of the Project Name to display all avaliable Project information. 2. Click the Collapse arrow (up arrow) to the left of the Project Name to hide all avaliable Project information. Form more information on how to add or remove infomaton from the Expanded row view please click here. Page 89

90 How can I choose what information is available to me when expanding a Project in the Project List? This article covers how to add or remove infomation displayed in the Expanded Row section and how to restore the defaults. Version Note: This feature is available as of Tenrox 2018 R1. The Expanded Row consists of a Header section (denoted in light grey background) where Task(s), Milestone(s), Team Member(s), Invoice(s), Note(s), Document(s), Action Item(s), Bug(s), Incident(s), Issue(s), Leave Request(s), Pre- Billing Approval(s), Risk(s), Scope Change(s), Service Request(s), Skill Update Request(s), Travel Request(s) or any other work process related available information is displayed. All infomtion within this section is linked to their respective pages. The infomation below this header section, is seperated in 3 columns and as many rows as necessary to represent the required information. Page 90

91 1. Access the Project List page 1.1. Select Projects List Click Project List from the Icon Bar. Page 91

92 1.2. View Project List page View the Project List page. 2. Click Expanded Row Column Selection Click Expanded Row Column Selection symbol. Page 92

93 3. Choose the information to display Select information to be displayed within the Expanded row Adding information to be displayed within the Expanded Column view 1. Select the item from the Available Columns list. 2. Click the arrow to add it to the Selected Columns list. 3. View the added item in the Selected Columns list Page 93

94 Change the row or column position of the newly added item If necessary, change the Line or Column number to display the newly added item in a different position Save your changes Click Save to save your modifications and to return to the Project List page. Page 94

95 View your changes on the Project List page View your saved modifictions on the Project list page 3.2. Removing existing information from the Expanded Column view 1. Select the item from the Selected Columns list. 2. Click the arrow to add it to the Available Columns list. 3. View the added item in the Available Columns list Page 95

96 Save your changes Click Save to save your modifications and to return to the Project List page View your changes on the Project List page View your saved modifictions on the Project List page Page 96

97 3.3. Restoring Defaults Click on Restore Defaults to reset your view to its default settings Click Yes Click Yes To confirm that you want to restore the system defaults. Page 97

98 How can I add new columns on the Project List page? This article covers how to add or move columns from a View on the Project List page. Version Note: This feature is available as of Tenrox 2018 R1. Note: When a Public View is modified, the changes cascade to all users. This applys to renaming, changing the Filter, changing the Column Selection or changing the Expanded Row Selection. 1. Access the Project List page 1.1. Select Project List Click Project List from the Icon Bar. Page 98

99 1.2. View Project List page View the Project List page. 2. Click Column Selection Click Column Selection symbol. Page 99

100 3. Choose the information to display 3.1. Click add 1. Select the item from the Available Columns list. 2. Click the arrow to add it to the Selected Columns list. 3. View the added item in the Selected Columns list Note: The funnel symbol denotes items that can be used in the Search Criterion. For more infomration click here Save your changes Click Save to save your modifications and to return to the Project List page. Page 100

101 View your changes on the Project List page View your saved modifictions on the Project List page 3.2. Changing the position of the columns There are two ways to change the position of the columns and each are explained in detail below: 1. Changing the position of the columns from within the Project List page 2. Changing the position of the columns from within the Columns Selection page Changing the position of the columns from within the Project List page 1. Click the heading of the Column you wish to move. 2. Drag the heading to the new position. You will see a thicker black line indicating where the Column will reside. 3. View the new Column position Page 101

102 Changing the position of the columns from within the Columns Selection page 1. Click the row you wish to move. 2. Drag the row to the new position. 3. Click Save, which will close the popup window nd the Project List page will refresh showing the selected Columns and order. Page 102

103 3.3. Removing Columns from the Project List page 1. Select the item from the Selected Columns list. 2. Click the arrow to add it to the Available Columns list. 3. View the added item in the Available Columns list Save your changes Click Save to save your modifications and to return to the Project List page. Page 103

104 View your changes on the Project List page View your saved modifictions on the Project List page Page 104

105 How can I change the position of the columns on the Project List page? This article covers how to change the position of the columns on the Project List page. Version Note: This feature is available as of Tenrox 2018 R1. 1. Access the Project List page 1.1. Select Project List Click Project List from the Icon Bar. Page 105

106 1.2. View Project List page View the Project List page. 2. Click Column Selection Click Column Selection symbol. 3. Changing the position of the columns There are two ways to change the position of the columns and each are explained in detail below: 1. Changing the position of the columns from within the Project List page 2. Changing the position of the columns from within the Columns Selection page Page 106

107 3.1. Changing the position of the columns from within the Projects List page 1. Click the heading of the column you wish to move. 2. Drag the heading to the new position. You will see a thicker black line indicating where the column will reside Changing the position of the columns from within the Columns Selection page Click Column Selection Click Columns Selection symbol to open the Column Selection page. Page 107

108 Select and move the row 1. Click the row you wish to move. 2. Drag the row to the new position. 3. Click Save, which will close the popup window nd the Project List page will refresh showing the selected Columns and order. Note: When a Public View is modified, the changes cascade to all users. This applys to renaming, changing the Filter, changing the Column Selection or changing the Expanded Row Selection. Page 108

109 How can I remove columns from the Project List page? This article covers how to remove columns on the Project List page. Version Note: This feature is available as of Tenrox 2018 R1. 1. Access the Project List page 1.1. Select Project List Click Project List from the Icon Bar. Page 109

110 1.2. View Project List page View the Project List page. 2. Click Column Selection Click Column Selection. Page 110

111 3. Remove Column from Selected Columns 1. Select the Column that you want to remove from the Projects List page. 2. Click the arrow to move it from the Selected columns list to the Avaialble Columns list 3. The removed column will appear within the Available Columns list 4. Click Save Click Save to save your changes Page 111

112 5. View changes View the updated Project List page Note: When a Public View is modified, the changes cascade to all users. This applys to renaming, changing the Filter, changing the Column Selection or changing the Expanded Row Selection. Page 112

113 How can I restore the Columns to default? This article covers how to restore the Columns Selection to it's default value within the Project List page. Version Note: The Project List page is available as of Tenrox 2018 R1. 1. Access the Project List page 1.1. Select Project List Click Project List from the Icon Bar. Page 113

114 1.2. View Project List page View the Project List page. 2. Click Column Selection Click Column Selection. Page 114

115 3. Click Restore Defaults Click on Restore Defaults to reset your view to its default settings. 4. Confirm your selection Click Yes To confirm that you want to restore the System Defaults. Page 115

116 5. View the Projects List The Project List page will refresh, showing only the default columns. Note: The default Columns selection within the Project List page is as follows: Project, Client, State, Action. Note: When a Public View is modified, the changes cascade to all users. This applys to renaming, changing the Filter, changing the Column Selection or changing the Expanded Row Selection. Page 116

117 How can I change my View? This article covers how to change your View in the Project List page. Version Note: The Project List page is available as of Tenrox 2018 R1. 1. Access the Project List page 1.1. Select Project List Click Project List from the Icon Bar. Page 117

118 1.2. View Project List page View the Project List page. 2. Cick View 1. Click View. 2. The list of all available options are then displayed in the list. Page 118

119 3. Select a new View from the list Select another View from the available View list. 4. View your changes Upon selecting a new View the Project List page will refresh with your selected View option Page 119

120 How can I create a new View? This article covers how to create a new View in the Project List page. Version Note: The Project List page is available as of Tenrox 2018 R1. 1. Access the Project List page 1.1. Select Project List Click Project List from the Icon Bar. Page 120

121 1.2. View Project List page View the Project List page. 2. Cick View 1. Click the expand arrow on the right of the current View name. 2. The list of all available options are then displayed in the list. Page 121

122 3. Click Create Select the Create button. 4. Enter the View Details Enter the details for the View: Name: Enter the name of the custom View. Source View: Select a View from the Source View list. Public: When selected the View is available to all who have the proper rights to the Project List. Hidden: When selected the View is not visible/ available in the View list. Page 122

123 Description: Enter a description for the newlsy created View in the Description box.. Note: When a Public View is modified, the changes cascade to all users. This applys to renaming, changing the Filter, changing the Column Selection or changing the Expanded Row Selection. 5. Click Save Click the Save button. 6. View or modify your newly created View 1. Upon saving the view the Views page will refresh and the newly created view will appear on the left pane. 2. New Tabs wll appear where further modifications can be made to the view such as: Adding/removing Columns. For more infomation on how to add/remove columns click here. Adding/removing Expanded Rows. For more infomation on how to add/remove Expanded Rows click here. Adding/removing Filters. For more information on how to add/remove Filters click here. Page 123

124 7. Click Back to return to the Projects List 1. Click the Back button to return to the Project List page 2. The new view can now be selected from the View list. Page 124

125 How can I edit the Details of a View? This article covers how to edit the Details of a view in the Project List page. Version Note: The Project List page is available as of Tenrox 2018 R1. 1. Access the Project List page 1.1. Select Project List Click Project List from the Icon Bar. Page 125

126 1.2. View Project List page View the Project List page. 2. Cick View 1. Click the expand arrow on the right of the current View name. 2. The list of all available options are then displayed in the list. Page 126

127 3. Click Edit Details Click the Edit Details button. Note: Selecting Edit Details will allow the logged user to edit the details of the current View only. 4. Edit the details of the View The following tabs will allow further modifications to the View. Edit the General Details of the View within the Details tab or click any of the other available tabs where further modifications can be made to the view such as: Details tab: The following information can be modified within the Details tab: Name, Source View, Public or Hidden options and a brief Description of the View Page 127

128 Columns tab: Within the Columns tab columns can be added or removed from the selected View. For more infomation on how to add/remove columns click here. Expanded Rows tab: Within the Expanded Rows tab, additional Project related infomration can be added or removed when Expanding a project in the Project List page. For more infomation on how to add/remove Expanded Rows click here. Filters tab: Within the Filters Rows tab, Filters can be added to the selected View. For more information on how to add/remove Filters click here. Note: When a Public View is modified, the changes cascade to all users. This applys to renaming, changing the Filter, changing the Column Selection or changing the Expanded Row Selection. 5. Click Save Click Save. Page 128

129 6. Click Back to return to the Project List Click the Back button to return to the Project List page. Page 129

130 How can I Delete a View? This article covers how to delete a View in the Project List page. Version Note: The Project List page is available as of Tenrox 2018 R1. 1. Access the Project List page 1.1. Select Project List Click Project List from the Icon Bar. Page 130

131 1.2. View Project List page View the Project List page. 2. Delete the View There are several ways to delete a view: 1. Clicking the Delete button within the View options in Project List page. 2. Clicking the Delete button while editing the details of a View or managing a View. Page 131

132 2.1. Clicking the Delete button within the View options in Project List page Click View 1. Click the expand arrow on the right of the Current View name. 2. The list of all available options are then displayed in the list. Page 132

133 Click Delete Click the Delete button. This will delete your current view which is denoted with a darker blue background in the list. Note: The detault system Views may not be deleted Click yes to confirm deletion Click Yes to confirm deletion of current View. Page 133

134 Clicking the Delete button while Editing Details of a View or Managing a View Click View 1. Click the expand arrow on the right of the Current View name. 2. The list of all available options are then displayed in the list. Page 134

135 Click Edit Details or Manage Click either the Manage or Edit Details button. This will open the Views page Select the View Select the View you wish to Delete. Note: The delete button is unavailable until a View is selected from the list. Page 135

136 Click Delete Click Delete Confirm deletion Upon being presented with a confirmation screen, click Yes to confirm your choice. Page 136

137 2.4. Click Back Click Back to return to the Project List page. Page 137

138 How can I manage Views that are available to me? This article covers how to manage Views that are available to me from within the Project List page. Version Note: The Project List page is available as of Tenrox 2018 R1. 1. Access the Project List page 1.1. Select Project List Click Project List from the Icon Bar. Page 138

139 1.2. View Project List page View the Project List page. 2. Click View 1. Click the expand arrow on the right of the current View name. 2. The list of all available actions are then displayed in the list. Page 139

140 3. Click Manage Click Manage to open the Views page. Page 140

141 4. Select the View to Manage 1. Click the name of the View you wish to manage. 2. The right pane will then be refreshed with the information relative to the View that was selected 5. Make your changes Make necessary changes to the View from within the Details, Columns, Expanded Row and Filters tabs. Note: For more infomation on each tab please refer to: Adding/removing Columns. For more infomation on how to add/remove columns click here. Adding/removing Expanded Rows. For more infomation on how to add/remove Expanded Rows click here. Adding/removing Filters. For more information on how to add/remove Filters click here. Page 141

142 6. Click Save Click the Save button to save your changes. 7. Click Back Click the Back button to return to the Project List page Page 142

143 How can I mark a View as Public for everyone to use? This article covers how to manage Views that are available to me from within the Project List page. Version Note: The Project List page is available as of Tenrox 2018 R1. 1. Access the Project List page 1.1. Select Project List Click Project List from the Icon Bar. Page 143

144 1.2. View Project List page View the Project List page. 2. Click View 1. Click the expand arrow on the right of the current View name. 2. The list of all available actions are then displayed in the list. Page 144

145 3. Click Edit Details or Manage The View can be hidden by following either one of the two substeps described below 3.1 Click Edit Details to edit the details of the current view 3.2 Click Manage to see a list of Views and to choose one that you wish to hide 3.1. Click Edit Details Click the Edit Details button. Page 145

146 3.2. Click Manage Click Manage to see a list of all avaliable Views Select the View Select the View to manage by clicking on the View name. The right pane will refresh and the contents of the Details tab will be displayed. Page 146

147 4. Select Public Select Public. Note: When a Public View is modified, the changes cascade to all users. This applys to renaming, changing the Filter, changing the Column Selection or changing the Expanded Row Selection. 5. Click Save Click Save. Page 147

148 6. Click Back to return to the Project List Click the Back button to return to the Project List page. The View is now Public for everyone to see and to use. Page 148

149 How can I hide a View from my View list but still have it available for others? This article covers how to hide a View from my View list but still have it available for others. Version Note: The Project List page is available as of Tenrox 2018 R1. 1. Access the Project List page 1.1. Select Project List Click Project List from the Icon Bar. Page 149

150 1.2. View Project List page View the Project List page. 2. Click View 1. Click the expand arrow on the right of the current View name. 2. The list of all available actions are then displayed in the list. Page 150

151 3. Click Edit Details or Manage The View can be hidden by following either one of the two substeps described below 3.1 Click Edit Details to edit the details of the current view 3.2 Click Manage to see a list of Views and to choose one that you wish to hide 3.1. Click Edit Details Click the Edit Details button. Page 151

152 3.2. Click Manage Click Manage to see a list of all avaliable Views Select the View Select the View to manage by clicking on the view name. The right pane will refresh and the Details tab will be displayed. Page 152

153 4. Check Hidden box 1. Check the Public box. The view will now be public for everyone to see 2. Check the Hidden box. The view will now be hidden for you. 5. Click Save Click Save. Page 153

154 6. Click Back to return to the Project List Click the Back button to return to the Project List page. 7. View your changes The hidden View is no longer available in the list of views however it is still available for other users to use. Page 154

155 How do I allow Project Managers to access the Project List? The article covers how to give project managers the ability to access the Project List page Version Note: The Project List page is available as of Tenrox 2018 R1. 1. Access the System Security page 1. Click Setup from the Icon Bar. 2. Click Organization. 3. Select System. 4. Click Security button to access the Security setup page. Page 155

156 2. Expand User Security Role Click the expand button located on the left of the User Security Role to expand the list of available User Security Roles. 3. Select Project Manager From the list of available User Security Roles click on Project Manager Page 156

157 4. Select the Management Tab Upon the Security Profile page displaying, select the Management tab 5. Select The Central Subtab Select the Central subtab Page 157

158 6. Check Project List Check the box across Project List to enable it for the selected security profile. 7. Click save Click Save to save your changes. Page 158

159 8. Click Menu Setup Click Menu Setup button in order to add the Project List menu item for the User Profile. 9. Click Project List From the Root Menu setup select Project List and make sure Visible option is selected. Page 159

160 Working with the Project Manager Home Page Working with the Project Manager Home Page Page 160

161 Working with the Project Manager Home Page What information is available to me within the Project Manager Home page? The Project Manager Home Page dashboard allows Project Managers to: Readily see and focus on the current standing of their active Projects. Easily keep in sight the important dates of the corresponding active Project Milestones. Stay on top of any assigned Timesheets and Expense Reports that require approval. Get Financial graphical snapshots of Cost and Revenue Budget Key Performance Indicators (KPIs). This artice details the information available to Project Managers within the Project Manager Home page. Version Note: Available as of 2018 R1 Note: The Project Manager Home Page will automatically be associated ONLY to Security Profiles that have access to Project Central. All users belonging to these Security Profiles will now be able to see the Project Manager Home Page. 1. View: This list contains two options, My Projects and Approvals and My Home, that allows users to easily toggle to the original My Home page. 2. The Base Currency is located at the top right corner beside the View option list. 3. The main tabs, within the Overview section of the Project Home Page are: Active Projects, Milestones, Timesheets and Expense Reports Note: Tooltips are available for each of the items displayed. In addition to the Amount/ Page 161

162 Working with the Project Manager Home Page Value and related information, the tooltips also display the base currency and the currency used in the Budget page. 1. Overview Section The main tabs, within the Overview section on the Project Home Page Dashboard are: 1. Active Projects: A list of Active Projects to keep the focus on your active projects current information. 2. Milestones: A list of Milestones related to your Active Projects to keep important dates on sight. 3. Timesheets: A list of team member Timesheets pending approval. 4. Expense Reports: A list of team member Expense Reports pending approval Active Projects tab Active Projects tab contains a list of Projects which the logged user is the active manager regardless of scope. By default the list is sorted by Project Health in ascending order. The following information is displayed within the table and can be sorted by clicking on the corresponding table header. Project: Name of the Project. Clicking on a Project name will take the project manager to the Project Edit page. Health: Project Health. %Complete: % Time Complete is calculated as Total Time / Total Current Time Budget. Page 162

163 Working with the Project Manager Home Page Hours: Displays the Actual vs. Budgeted Hours Billing: Displays the Actual vs. Budgeted Billing Cost: Displays the Actual vs. Budgeted Cost Note: Projects that are in the end state or which have an end date in the past are not included in this list 1.2. Milestones tab Within the Milestones tab a list of all all Milestones/ Billing Milestones is displayed and sorted by Target Completion date in ascending order. The following information is displayed within the table and can be sorted by clicking on the corresponding table header. Milestone: Name of the Milestone. Clicking on a Milestone name will take the project manager to the Milestone Edit page. Project: Name of the Project associated to the Milestone. Clicking on a Project name will take the project manager to the Project Edit page. State: The Milestone State is tied in with the Milestone Edit page and displays the state in which the Milestone is. A new State can be selected by clicking on the arrow. Status: The Milestone Status is tied in with the Milestone Edit page and can be changed by selecting a new one from the list. Target Completion: The target completion date of a Milestone. Is Billing: If checked the milestone is defined as Billing Milestone within the Milestone Setup page. Billing Amount: Displays the amount to be billed when the milestone is reaached. Page 163

164 Working with the Project Manager Home Page 1.3. Timesheets tab The Timesheets tab contains a list of all assigned Timesheets as per Workflow Approval for the logged in user sorted by Period in descedning order Expense Reports tab The Expense Reports tab contains a list of all Expense Reports as per Workflow Approval for the logged in user. The following information is displayed within the table and can be sorted by clicking on the corresponding table header. Team member: Team member name who is the originator of the expense report. Tracking #: Tracking number of the Expense Report. When clicked the user is taken to the corresponding Expense Report, where further actions on the Expense Report can be taken. Title: Expense Report Title. Amount: Total Amount of the Expense Report. Period: Period for which the Expense eport was submitted. Note: Within each tab infinit scrolling is enabled. This simply keeps refreshing the list of items as you scroll down the list. Page 164

165 Working with the Project Manager Home Page Example: If there are 19 Timesheets assigned to you, by default the 10 Timesheets are loaded and as the scroll bar is used to scroll new items are loaded and displayed. 2. Financials Section The Financials section consists of a Cost and a Revenue Graph helping you with quick snapshots of your active projects. The information within this section relates directly to the project selected (highlighted in yellow) in the Overview section and the information displayed here is fed from the Projects Budget tab. A Period list allows the user to select beween a list of available periods YTD: Year to date is the period starting on the first day of the current calendar year and ending at the current date. QTD: Quarter to date is the period starting from the beginning of the current quarter and ending at the current date. MTD: Month to date is the period starting from the beginning of the current month and ending at the current date. To date: Include all data since the beginning of the project. It also includes all future budget values. Note: These periods are not related to the Financial calendar. Page 165

166 Working with the Project Manager Home Page 2.1. Cost graph The Cost graph displays the Budgeted vs Actual costs at the Project level. Note: A red bar will be displayed if the Actual amount is over the Budgeted amount Revenue graph On the Revenue graph you will find the following information: Actual Billable Revenue: Displays the sum of all current billable budget amounts for the seleted project in the base currency. Current Billable Budget: Displays the sum of all billable Time, Expense, Charge and Product amounts for the selected project in its base currency. Page 166

167 Working with the Project Manager Home Page What are the Security Profile updates associated to the Project Manager Home Page Dashboard capability? To accommodate the Project Project Home page capability, the Dashboard button has been renamed to Associations which opens a popup window. This article details the various Security Profile updates. Version Note: These updates are available as of Tenrox 2016 R1 SP12. Dashboard button renamed to Associations Dashboards button is renamed to Associations. Page 167

168 Working with the Project Manager Home Page Associations Popup screen The Associasions popup screen accessed through the Associations button located in the Security Profile screen allows for the assignment of Dashboards and Home pages. Page 168

169 Working with the Project Manager Home Page How do I associate a Home Page with a User Profile? This article covers how to associate a Home Page with a User Profile. 1. Access the Security page 1. Click Setup from the Icon Bar. 2. Click Organization from the Navigation Menu. 3. Select System to access the Sytem page. 4. Click the Security button Page 169

170 Working with the Project Manager Home Page 2. Select the User Security Role 1. Click the plus button to expand the list of available User Security Roles. 2. Select a user security Role you wish to edit Page 170

171 Working with the Project Manager Home Page 3. Select Associations Click The Assiciations button to access the associations page Page 171

172 Working with the Project Manager Home Page 4. Select Home Pages From the Associations list click the down arrow Select Home pages. 5. Associate a Home Page to the User Profile 1. Select the Home page from the Available Home Pages list 2. Click the arrow to add it to the Selected Home Pages list 3. A message will appear confirming the addition of the selected Home Page to the User Profile and the Home page will appear within the Selected Home Pages list. Page 172

173 Working with the Project Manager Home Page 6. Close and return to the Security Profile Page Click close to return to the Security Profile page. 7. View your changes as a Project Manager Users associated with the Project Manager User Profile will now have access to the Project Manager Home Page. Page 173

174 Working with the Project Manager Home Page How do I remove an associated Home Page from a User Profile? This article covers how to remove an associted a Home Page from a User Profile. 1. Access the Security page 1. Click Setup from the Icon Bar. 2. Click Organization from the Navigation Menu. 3. Select System to access the Sytem page. 4. Click the Security button Page 174

175 Working with the Project Manager Home Page 2. Select the User Security Role 1. Click the plus button to expand the list of available User Security Roles. 2. Select a user security Role you wish to edit Page 175

176 Working with the Project Manager Home Page 3. Select Associations Click The Assiciations button to access the associations page Page 176

177 Working with the Project Manager Home Page 4. Select Home Pages From the Associations list click the down arrow Select Home pages. 5. Remove the associated Home Page from the User Profile 1. Select the Home page from the Selected home pages list 2. Click the arrow to remove it from Selected home pages list 3. A message will appear confirming the addition of the selected Home Page to the User Profile and the Home page will be removed from the Selected home pages list. Page 177

178 Working with the Project Manager Home Page 6. Close and return to the Security Profile Page Click close to return to the Security Profile page. 7. View your changes as a Project Manager Users associated with the Project Manager User Profile will no longer have access to the Project Manager Home Page. Page 178

179 Working with the Project Manager Home Page How do I associate a Dashboard with a User Profile? This article covers how to associate a Dashboard with a User Profile. 1. Access the Security page 1. Click Setup from the Icon Bar. 2. Click Organization from the Navigation Menu. 3. Select System to access the Sytem page. 4. Click the Security button Page 179

180 Working with the Project Manager Home Page 2. Select the User Security Role 1. Click the plus button to expand the list of available User Security Roles. 2. Select a user security Role you wish to edit Page 180

181 Working with the Project Manager Home Page 3. Select Associations Click The Assiciations button to access the associations page Page 181

182 Working with the Project Manager Home Page 4. Select Dashboards From the Associations list click the down arrow Select Dashboards. 5. Associate a Dashboard to the User Profile 1. Select the Dashboard from the Available dashboards list 2. Click the arrow to add it to the Selected dashboards list 3. A message will appear confirming the addition of the selected Dashboard to the User Profile and the Dashboard will appear within the Selected dashboards list. Page 182

183 Working with the Project Manager Home Page 6. Close and return to the Security Profile Page Click close to return to the Security Profile page. Page 183

184 Working with the Project Manager Home Page How do I remove an associated Dashboard from a User Profile? This article covers how remove an associated Dashboard from a User Profile. 1. Access the Security page 1. Click Setup from the Icon Bar. 2. Click Organization from the Navigation Menu. 3. Select System to access the Sytem page. 4. Click the Security button Page 184

185 Working with the Project Manager Home Page 2. Select the User Security Role 1. Click the plus button to expand the list of available User Security Roles. 2. Select a user security Role you wish to edit Page 185

186 Working with the Project Manager Home Page 3. Select Associations Click The Assiciations button to access the associations page Page 186

187 Working with the Project Manager Home Page 4. Select Dashboards From the Associations list click the down arrow Select Dashboards. 5. Remove an associated Dashboard from the User Profile 1. Select the Dashboard from the Selected dashboards list 2. Click the arrow to remove it drom the Selected dashboards list 3. A message will appear confirming the removal of the selected Dashboard from the User Profile and the Dashboard will be removed from the Selected dashboards list. Page 187