Administration Overview- Getting Around in the Administration Module
Resource and Security Admin- Resource Administration
- Creating Application Administrators
- Unlocking a Resource
- Assigning Permissions to System Access Profiles and Roles
- Resource Configuration
- Managing Resources
- Adding Resources
- Editing Resources
- Managing Certifications
- Managing Assets
- Changing Passwords
- Deleting Resources
- Using Search, Advanced Search, and Saved Search
- 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
- Managing Resource Status
- Managing Resource Rate Default Rule
- Setting TBD Capacity in Resource Modules
- Setting Default Percentage Utilization
- Resource Admin Reports
- Usage Statistics Report
- Permissions Report
- Last Login Report
- Scheduled Reports by Resource Report
- Confidential Project Count by Resource Report
- Setting Resource Heat Map Thresholds
- Timesheet Settings
- 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
- Managing Estimated Time to Complete for Timesheet Settings
- Manage Allowed Grace Period in Days for Activities in Timesheet
- Security Administration
- Temporary Administrator Settings
- 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
- Configuring Status Indicator
- Project Settings
- Configuring Percentage Completion
- Auto Close Parent Activity
- Official Phase Start and Close Defaults
- Manage Detail Section Display Preference
- Specify Levels to Pre-fill
- Manage Project Cycle Time Mode
- Set Minimum Slacks for Critical Path
- Configuring Organizational Hierarchy
- Adding New Values
- Editing Existing Values
- Deleting Values
- Reassigning Relationships
- Creating Hierarchical Relationships
- Configuring Status Reports
- Managing Status Reports
- Configuring Custom Sections for Project Status Report
- Managing Key Statuses
- Managing Keys
- Calendars
- Routing
- Configuring Custom fields
- Configuring Pulldown values
- Finance Management
- 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
- Managing Labor Expense Types
- Managing Activity Labor Cost Capitalization Settings
- Updating Global Finance Locks and Constants
- Managing Finance Lock Enforcement Settings
- General Settings
- Company Settings
- Viewing Account Properties
- Managing Company Information
- Managing Company Logo
- Managing Default Date Format
- Managing Default Time Format
- Internationalism
- Help Settings
- Notifications/Emails
- Configuring Notifications
- Setting Measure Data Due Reminder Notification
- Managing Default Email Addresses
- Setting Stream Ticker Refresh Interval
- Report, Listing Page, and Search Settings
- Managing Max Rows for Reports
- Managing Max Rows for My Work
- Restricting Document Sizes
- Configuring Report Attachment Max Size
- Selecting Display Mode For Filter Page Sections
- Setting Max Cache Size for Listing Pages
- Managing Static Application Settings
- Configuring Integration Settings
- Storyboard Reports
- Mobile Error Logs
- Portal
- Scheduled Reports
- Data Import and Export
- Downloading Data Import Templates
- Modifying Metadata for File Upload
- Importing Data
- Unlocking a Data Import Process
- Exporting Data
- Downloading Data Integration Templates
- Background Jobs
- Using Activity Labor Cost Capitalization
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