System Administration Overview- Getting Around in the Administration Module
Resource and Security Admin- Using the Quick Filter
- Managing Resources
- Adding Resources
- Editing Resources
- Managing Certifications
- Managing Assets
- Changing Passwords
- Deleting Resources
- Creating System Administrators
- Managing Resource System Access Profiles
- Creating Resource System Access Profiles
- Editing Resource System Access Profiles
- Configure Default Project Listing Columns
- Specifying Home Page by System Access Profile
- Managing Resource Roles
- Creating Resource Roles
- Editing Resource Roles
- Editing Labor Rates for Roles
- Viewing Rate Change History
- Assigning Permissions to System Access Profiles and Roles
- Editing Administration Permissions
- Editing Dashboard Permissions
- Editing Finance Permissions
- Editing Ideas Permissions
- Editing Project Permissions
- Edit Programs Permissions
- Editing Navigation Permissions
- Edit Reports Permissions
- Edit Status Report Permissions
- Editing Resource Permissions
- Manage Resource Rate Default Rule
- Manage Resource Status
- Unlocking a Resource
- Managing Resource Password Hint Questions
- Administrative Reports
- Application Configuration
- Configuring Roadmaps
- Creating Activity Sub Types
- Working with Activity Templates
- Creating Activity Templates
- Editing Activity Templates
- Copying Activity Templates
- Deleting Activity Templates
- Adding Deliverables and Tasks to Activity Templates
- Adding Dependencies between Activities
- Editing Activities and Tasks
- Working with Roadmaps
- Creating Roadmaps
- Editing Roadmaps
- Copying Roadmaps
- Deleting Roadmaps
- Changing Status
- Adding Activity Templates to a Roadmap
- Editing MS Project Import and Export
- Working with Non-WBS roadmaps
- Working with Dependency Types
- Working with Project Types
- Working with Resource Assignment Types
- Managing Finances
- Updating Global Financial Settings
- Managing Currencies
- Managing Conversion Rates
- Managing Finance Templates
- Working with Finance Templates
- Copying a Finance Template
- Viewing and Editing Finance Categories within a Template
- Managing Finance Approval Templates
- Working with Finance Approval Templates
- Creating a New Finance Approval Template
- Viewing and Editing Finance Approval Definitions
- Managing Finance Element Types
- Manage Labor Expense Types
- Configuring Organizational Hierarchy
- Adding New Values
- Editing Existing Values
- Deleting Values
- Reassigning Relationships
- Creating Hierarchical Relationships
- Configuring Pulldown values
- Configuring Status Reports
- Manage Status Reports
- Configuring Custom Sections for Project Status Report
- Manage Resource Status
- Manage Key Statuses
- Manage Keys
- Configuring Email Notifications
- Configuring Status Indicator
- Configuring Time Reporting Categories
- Configuring Categories for Project Related Time Reporting
- Configuring Categories for Non-Project Time Reporting
- Configuring Categories for Non-Working Time Reporting
- Configuring Storyboard Reports
- Miscellaneous
- Manage Company Information
- Manage Company Logo
- Manage Portal Settings
- Manage Login Warning Message
- Manage Max Rows for Reports
- Manage Max Rows for My Work
- Manage Default Date Format
- Manage Default Time Format
- Calendars
- Configuring Idea Routing
- Configuring Approver Routing
- Internationalism
- Configuring Custom fields
- Application Settings
- Configuring Percentage Completion
- Restricting Document Sizes
- Auto Close Parent Activity
- Official Phase Start and Close Defaults
- Measure Data Due Reminder Notification
- Report Attachment Max Size
- Manage Detail Section Display Preference
- Specify Levels to Pre-fill
- Manage Project Cycle Time Mode
- Display Mode For Filter Page Sections
- Manage Activity Labor Cost Capitalization Settings
- Stream Ticker Refresh Interval
- Setting the Max Cache Size for Listing Pages
- Manage Evaluation And Fields Help
- Manage User Productivity Kit
- Online Help URL
- Manage Estimated Time to Complete for Timesheet Settings
- Manage Allowed Grace Period in Days for Activities in Timesheet
- Manage Finance Lock/Close Period Enforcement Settings
- Manage General Email Defaults
- Manage Static Application Settings
- Viewing Account Properties
- Integration Settings
- Data Import and Export
- Downloading Templates
- Modifying Metadata for File Upload
- Importing Data
- Unlocking a Data Import Process
- Exporting Data
- Background Jobs
- Using Activity Labor Cost Capitalization
- For More Information
