Configuration

The Configuration grouping node contains the following functional nodes:

Business Process

Displays a log of the Business Processes that have been imported and lets you update their configuration settings.

Document Manager

Lets you configure views for the Folder and Document Attributes log.

Planning Manager

The Planning Manager is where users can plan for new projects and proposals and create forecasts for those projects that are already running in the system. They cannot administer planned projects the way they administer real projects in the system; however, they can manage the planning phases for these projects as business processes using the same functions used by other business processes.

Portfolio Manager

Lets you configure the scenarios that should be analyzed by each portfolio component.

Resource Manager

The Resource Manager is where users can set up and manage a company’s personnel resources. These resources are always maintained at the company level, to be distributed among the company’s projects.

The Resource Manager classifies job functions into roles that can then be allocated to projects. These roles are used to define billable rates, which are used in budgeting, and can also be used in planning for resource demands across projects. Roles are associated with personnel resources—the people who can perform these roles in a project. The Resource Manager is where users assign personnel to roles and projects.

The Resource Manager manages time sheets, and also hard and soft resource bookings using a calendar that shows what projects a resource has been booked for, as well as the resource’s availability.

Shell Manager

Lets you update configuration settings for shell types, such as project number, cost codes, and status.

Space Manager

Displays a list of configured space items, their level, status, and ID.

Custom Templates

Lets you create and update Oracle Analytics Publisher-based Custom Reports and Custom Prints.

Navigation Tabs

Lets you view the order in which the tabs for the Company Workspace and each shell are displayed in the tabs row. Also lets you rename the Company Workspace tab and the Organization and Test shells.

User Mode Navigator

Lets you update the appearance and organization of the modules and business processes that are available in the left Navigator for all company users.

Landing Page

Displays the available landing pages, their type, status, and other related information.

Internationalization

Lets you view a list of translated content for customized strings and rename data element labels and other system strings by updating the English column. In addition to the translated items provided with the system, you can provide users and groups with translation privileges with the option of viewing translations or configuring them.

Material Inventory Manager

Displays an inventory list of the materials at the project or shell level.

The Material Inventory Manager is a Project/Shell level Code and Record-based type manager.

If you are using a Code and Records-based configurable manager, there are sheets and classes (for example, Sheets and Material Inventory Manager).

To access a sheet, click the Sheets node, and select a sheet from the log.
To access a class, select a class. The log for the class opens.

If you are using a code-based configurable manager, there is just one sheet, which is listed under the log (for example Parts Manager).