• Navigating Within EnterpriseTrack
    • Module Level Menus
    • View Settings and Persistence
  • About Consent Notices
    • Viewing Your Personally Identifiable Information in EnterpriseTrack
    • Viewing Your Privacy Policy
  • 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
    • Getting "My Work" Done
  • My Dashboards
    • Working with Dashboards
    • Viewing Dashboards
    • Reading the Executive Dashboard
    • Reading the Project Dashboard
    • Managing Dashboards
    • Available Dashboard Components
      • Proposals (Charters)
      • Projects (General)
      • Projects (Count)
      • Project (Cycle Time)
      • Projects (Finances)
      • Projects (Metrics)
      • Resource
  • My Messages
    • Working with 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
    • Viewing your Assigned Delegations
    • Adding a New Delegation
    • Managing your Delegations
  • Ideas
    • Working with Ideas
    • Creating an Idea
    • Editing an Idea
    • Creating a Proposal from an Idea
    • Searching for Ideas
    • Using Ideas List Filter
    • Assigning an Owner for an Idea
    • Re-opening an Idea
    • Rejecting an Idea
  • Charters/Proposals
    • Working with Charters/Proposals
    • Searching for Proposals
    • Creating a Proposal for a Project
    • Working with the Statement Generator Wizard
    • Editing a Proposal
    • Associating a Proposal to a Program
    • 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
    • Working with Project Basics
    • Working with Project Dates
      • Changing the Start Date of a Project
      • Setting Phase Due 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
        • Viewing Critical Path Activities
        • Editing 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
        • 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
        • Complete a Gate Activity
        • Reopen a Gate Activity
    • Working with Generic (Non-WBS) Activities
    • Working with Project Documents
      • Adding a New Document
      • Updating and Deleting a Project Document
    • Working with Project Financial Data
      • Viewing Project Finance Summary
      • Editing Financial Data
      • Comparing Finances
      • Requesting Financial Data Validation
      • Validating Financial Data
      • Working with Finance Snapshots
      • 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
    • Associating Programs
    • Working with Project Issues
      • Adding a New Issue
      • Updating Issues
      • Deleting Issues
      • Closing Issues
    • Working with Project Risks
      • Adding a New Risk
      • Updating Risks
      • Deleting Risks
      • Closing Risks
    • Working with Project Metrics
      • Adding a New Metric
      • Editing a Metric
      • Adding Metric Tracking Data
      • Importing and Exporting Metrics
        • Installing the plug-in
    • Working with Project Statements and Notes
      • Adding a New Note
      • Updating and Deleting a Project Note
      • Working with the Statement Generator Wizard
    • Working with Project Reports
      • Running Project Reports
      • Exporting a Storyboard to Microsoft PowerPoint
    • Working with Status Reports
      • Creating a Status Report
      • Copying Status Reports
      • Approving 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
      • Working with Email Project Settings
      • Working with Percent Completion Settings
      • Using Timesheet Settings
      • Selecting Non-WBS Activity Types
  • Programs
    • Working with Programs
    • Creating a New Program
    • Viewing and Printing Program Details
    • Viewing Financial Information for a Program
    • Editing a Program
    • Deleting a Program
  • Strategies
    • Working with Strategies
    • Navigating the Strategy Module
    • Adding a Node
    • Working with the Organization Nodes
      • Viewing the Charts for an Organization node
    • Working with Strategy Nodes
      • Working with the Strategy Nodes
        • Specifying Measures for Strategy Nodes
        • Modifying the Order of Measures
        • Setting Status Indicators for Measures
        • Editing Data for Measures
        • Viewing the Strategy Details Report
    • 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
    • Creating a New Tool Template
    • Updating Tool Templates
    • Working with Best Practices Documents
  • Resources
    • Working with Resources
    • Working with Resource Calendars
      • Modifying Work Hours or Work Days
      • Adding Exceptions
      • Delete Calendar Exceptions
    • Viewing Resource Listing Details
    • Resource Planning
    • Approving Resources and Requests
  • Social Stream
    • Subscribing and Unsubscribing
    • Viewing the Social Stream Page
    • Displaying the Social Stream Ticker
    • 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
      • Missing Timesheet Report
  • What-if
    • Using What-if Planning
    • Creating a Scenario
    • Editing What-if Scenarios
  • Global Reports
    • Working with Standard Reports
      • About Standard Reports
      • Navigating the Reports Module
      • Running Standard Reports
    • User Defined Excel Reports
      • Creating User-Defined Reports
    • List of Pre-Defined Standard Reports
      • Listing Reports
      • Project Summary Reports
      • Project Detail Reports
      • Finance Reports
      • Resource Detail Reports
      • Timesheet Reports
    • Working with Adhoc Reports
      • Working with Predefined Templates
      • Creating My Reports
      • List of Ad-hoc Reports
  • Messages
    • Working with Messages
    • Creating a Message
  • Surveys
    • Survey Reports
    • Creating a Survey Instance
    • Administering Surveys
      • Managing Templates
        • Creating a New Survey Template
        • Editing a Template
        • Deleting and Deactivating a Template
      • Managing Questions
        • Creating a New Question
        • Editing a Question
        • Deleting and Deactivating a Question
      • Managing Rating Groups
        • Creating a New Rating Group
        • Editing a Rating Group
        • Deleting and Deactivating a Rating Group
  • Advanced Features
    • Working with Multiple Currencies
  • EnterpriseTrack Mobile
    • Downloading and Configuring the Mobile App
  • Using the Idea Portal
    • Submitting an Idea
    • Searching for Ideas