Navigating Within EnterpriseTrack- Common Features
Working with Global Search- Using Toolbars
- Sorting Data
- Using Filters
- Advanced Search and Saved Searches
- Using the Calendar
- Personalizing the Listing Pages
- Attaching Document Files
- Viewing Field History
- Using Fractional Duration and Effort
- Required Fields
- Logging Out
- My Work
- My Dashboards
- Working with Dashboards
- Viewing Dashboards
- Editing Dashboard Component Filters
- Editing Dashboard Component Display Options
- Editing Dashboard Component Chart Display Options
- Using In-line Filters
- Creating . pdf Files From Dashboards
- Project Bubble Charts
- Reading the Executive Dashboard
- Reading the Project Dashboard
- Managing Dashboards
- Copying, Pasting, or Deleting Dashboards
- Creating Your Own Dashboards
- Setting Component Filters and Display Options
- Sharing Your Dashboards
- Available Dashboard Components
- My Messages
- My Preferences
- Password History and Expiry
- Changing Your Password
- Viewing and Editing User Profiles
- Changing Preferences
- Viewing Certifications
- Viewing User Permissions
- Working with your Calendar
- My Delegations
- Ideas
- Working with Ideas
- Creating an Idea
- Editing an Idea
- Creating a Proposal from an Idea
- Searching for Ideas
- Using the Ideas List Filter
- Assigning an Owner for an Idea
- Re-opening an Idea
- Rejecting an Idea
- Charters/Proposals
- Working with Charters/Proposals
- Creating a Proposal for a Project
- Editing a Proposal
- Editing Proposal Evaluation Criteria
- Searching for Proposals
- Working with the Statement Generator Wizard
- Copying a Proposal
- Working with Team Signoffs
- Approving a Proposal
- Rejecting a Proposal
- Re-opening a Proposal
- Creating a Project from a Charter/Proposal
- Putting a Proposal on Hold
- Projects
- Working with Projects
- Creating a Quick Project
- Searching for Projects
- Using Project Quick Search
- Text Search within Projects
- Using the Project Module Menu
- Activity Display Mode
- Using the Project Listing Page
- Using Control Buttons
- Using the Group by Functionality
- Using the Pivot Functionality
- Working with Organizations
- Copying a Project
- Putting a Project on Hold
- Re-opening Projects
- Exporting a Project
- Deleting a Project
- Editing a Project
- Working with Project Basics
- Working with Project Dates
- Editing Project Evaluation Criteria
- Working with Project Roadmaps and Tasks
- About Project Roadmaps and Tasks
- Viewing Project Roadmaps
- Icons on the Project Roadmap
- About Roadmap Views
- Modifying a Roadmap
- Using the Gantt View
- Completing Roadmap and Task Tool Templates
- Group Edit of the Roadmap
- Using Keyboard Shortcuts: Project Roadmap Page
- Working with Project Activities
- Adding a New Activity or Task
- Assigning Resources to an Activity or Task
- Adding a Document to a Roadmap or Task
- Uploading a Tool
- Working with Project Dependencies
- Working with Project Status Indicators
- Working with Resource Effort Distribution
- Working with Efforts and Dates
- About Effort Types
- Viewing Finances for an Activity
- Modifying an Activity or Task
- Activity Approvals
- Completing an Activity
- Managing Project Gates or Phases
- Working with Generic (Non-WBS) Activities
- Working with Project Documents
- Working with Project Financial Data
- Working with the Financial Summary
- Editing Financial Data
- Requesting Financial Data Validation
- Validating Financial Data
- Modifying Financial Locks
- Working with Finance Settings
- Importing and Exporting Project Information
- Importing and Exporting Metrics
- Importing and Exporting Financials
- Exporting Project Data to Microsoft Project
- Importing Project Data from Microsoft Project
- Installing the plug-in
- Working with Project Issues
- Working with Project Risks
- Working with Project Metrics
- Working with Project Statements and Notes
- Working with Project Reports
- Working with Status Reports
- Working with Project Resources
- Assigning Resources to a Project
- Re-assigning a Team Member to a Role
- Edit Team Member Information
- View Rate Change History
- Using the EnterpriseTrack Email client
- Using an External Email Client
- Managing Your Team Picture
- Deleting a Team Picture
- Working with Resource Assignments
- Create Request for Resource Allocation
- Edit a Resource Allocation Request
- Withdraw a Request for Resource Allocation
- Reopen Resource Allocation Request
- Release Project Resource Allocation
- View a Team Member's Calendar
- Working with Project Settings
- Programs
- Working with Programs
- Creating a New Program
- Editing a Program
- Viewing Financial Information for a Program
- Strategies
- Working with Strategies
- Navigating the Strategy Module
- Adding a Node
- Working with the Organization Nodes
- Working with Strategy Nodes
- Working with Strategic Alignment
- Knowledge Base
- Working with Global Documents
- Navigating the Knowledge Base
- Creating a New Global Document
- Updating and Deleting Global Documents
- Deleting documents
- Working with Tool Templates
- Working with Best Practices Documents
- Resources
- Working with Resources
- Working with Resource Calendars
- Viewing Resource Listing Details
- Resource Planning
- Approving Resources and Requests
- Social Stream
- Subscribing and Unsubscribing
- Viewing the Social Stream Page
- Using the Social Stream
- Project Stream Settings
- Timesheets
- Working with Timesheets
- Using Keyboard Shortcuts: Timesheet Module
- Viewing Timesheets
- Creating Timesheets
- Deleting Timesheets
- Editing Timesheets
- Approving Timesheets
- Approving/Rejecting Multiple Timesheets
- Managing Timesheets
- What-if
- Global Reports
- Working with Standard Reports
- About Standard Reports
- Navigating the Reports Module
- Modifying Reports
- Sharing Reports
- Schedule and Email Reports
- Copying or Deleting Reports
- Working with Folders
- Viewing History
- Running Standard Reports
- Finance Aggregate Reports
- User Defined Excel Reports
- List of Pre-Defined Standard Reports
- Listing Reports
- Project Summary Reports
- Project Detail Reports
- Project Spreadsheet Reports
- Resource Detail Reports
- Timesheet Reports
- Working with Adhoc Reports
- Messages
- Surveys
- Survey Reports
- Creating a Survey Instance
- Administering Surveys
- Advanced Features
- EnterpriseTrack Mobile
- Using the Idea Portal
- For More Information
