• Administration Overview
  • Getting Around in the Administration Module
  • Privacy Configuration
    • About Personally Identifiable Information
      • About Consent Notices
      • Cookies Usage
    • Your Responsibilities
      • Personally Identifiable Information (PII) in EnterpriseTrack
      • Enabling the Privacy and Security Feature
      • Working with Privacy Configurations
        • Configuring Web Privacy Policy Settings
        • Mobile Consent Notice Configuration
        • Application Administrator Consent Notice
        • Enabling or Disabling Privacy Features
        • Validating Privacy Configuration
      • Administering Privacy Configurations
        • Providing Consent for Existing Users
        • Resetting the Privacy Consent Status
        • Viewing Consent Status Report
  • Resource and Security Admin
    • Resource Administration
      • Creating Application Administrators
      • Unlocking a Resource
      • Assigning Permissions to System Access Profiles and Roles
        • Editing Administration Permissions
        • Editing Dashboard Permissions
        • Editing Finance Permissions
        • Editing Ideas Permissions
        • Editing Project Permissions
        • Editing Programs Permissions
        • Editing Navigation Permissions
        • Editing Reports Permissions
        • Editing Status Report Permissions
        • Editing Resource Permissions
    • Resource Configuration
      • Managing Resources
        • Adding Resources
        • Editing Resources
        • Managing Certifications
        • Managing Assets
        • Changing Passwords
        • Deleting Resources
        • Reset User Consent Status
        • 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 Timesheet Creation Defaults
      • 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
      • Managing Resource Password Hint Questions
      • Managing Portal Settings
      • Managing Login Warning Message
    • 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
        • Creating a Non-WBS Roadmap
        • Managing 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
      • Managing Calendars
      • Creating a New Calendar
      • Managing Calendar Field
    • Routing
      • Configuring Idea Routing
      • Configuring Approver Routing
    • Configuring Custom fields
      • Editing Pre-defined Custom Fields
      • Configuring User Defined Custom Fields
    • Configuring Classification Fields, Resource Pulldown Values and Alignment Pulldown Values
    • Configuring Pulldown values
      • Configuring Global Pull Down Values
      • Configuring Initiative-Specific Pull-down Values
  • Finance Management
    • Managing Currencies
      • Creating Currencies
      • Editing and Deleting Currencies
      • Managing Conversion Rates
    • Managing Finance Templates
      • Editing Finance Templates
      • Copying a Finance Template
      • Viewing and Editing Finance Categories within a Template
      • Managing the MS Excel Import and Export 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
      • Creating Labor Expense Types
      • Editing Labor Expense Types
    • Managing Activity Labor Cost Capitalization Settings
    • Updating Global Finance Constants
    • About Finance Locking
      • Setting Global Finance Locks
      • Setting Bulk Finance Locks
      • Viewing, Editing, or Deleting Finance Locks
    • Using Bulk Finance Snapshots
    • 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
        • Working with the Language Catalog
    • Help Settings
      • Managing Evaluation and Fields Help
      • Managing User Productivity Kit
      • Specifying Online Help URL
    • 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
      • Managing Storyboard Templates
      • Adding Storyboard Document Labels
    • Mobile Error Logs
    • Portal
      • Configuring the Welcome Page
    • Scheduled Reports
  • Data Import and Export
    • Modifying Metadata for File Upload
    • Downloading Data Import Templates
    • Importing Data
    • Common Validation Errors
    • Unlocking a Data Import Process
    • Exporting Data
    • Downloading Data Integration Templates
    • Populate Resource Commitment Cache
  • Background Jobs
    • Viewing Rate Change Status
  • Using Activity Labor Cost Capitalization