- Navigating Within EnterpriseTrack
- Common Features
- 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
- Available Dashboard Components
- My Messages
- My Preferences
- My Delegations
- Ideas
- Charters/Proposals
- Working with Charters/Proposals
- Searching for Proposals
- Creating a Proposal for a Project
- Editing a Proposal
- Working with the Statement Generator Wizard
- Working with Proposal Finances
- 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
- Selecting the 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
- 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
- Importing and Exporting Project Information
- 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
- Reassigning an Activity
- Reassigning a Team Member
- 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
- Strategies
- Knowledge Base
- Resources
- Social Stream
- Timesheets
- What-if
- Global Reports
- Messages
- Surveys
- Advanced Features
- EnterpriseTrack Mobile
- Using the Idea Portal