User Guide

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[edit] Project.net 8.4 User Documentation

Contents

[edit] INTRODUCTION

[edit] Important

[edit] Conventions

[edit] Online Help

[edit] Administrator's Manual

[edit] PROJECT.NET BASICS

[edit] Internationalization and Localization

[edit] Workspaces

[edit] User Interface

[edit] REGISTRATION/LOGIN

[edit] Invitation

[edit] Registration

[edit] Login/Logout

[edit] Forgotten Password or Login Name

[edit] PERSONAL WORKSPACE

[edit] Navigation Bar

[edit] Dashboard

[edit] Calendar

  • Meeting
  • Task
  • Event
  • Milestone

[edit] Assignments

[edit] Documents

[edit] Forms

[edit] Templates

  • Create a New Template
  • Template Browser
  • Modify a Template
  • Remove Templates

[edit] Setup

[edit] Personal Setup

  • Personal Profile
  • Dashboard Settings
  • Notifications

[edit] Project Setup

  • Project Templates

[edit] Licensing

  • Responsible Licenses Setup

[edit] PROJECT WORKSPACE

[edit] Project Listing Page

  • Project Workspace
  • Project Portfolio Management
  • Project Logo

[edit] Navigation Bar

[edit] Project Dashboard

[edit] Directory

  • Participants Tab
  • Org Charts Tab
  • Assignments Tab
  • Roles Tab

[edit] Documents

[edit] Discussions

[edit] Forms

[edit] Process

  • Process Module
  • Phase
  • Gate
  • Deliverables
  • Milestones
  • Tasks

[edit] Scheduling

[edit] Calendar

[edit] Workplan

  • Import MS Project Database (future extension)
  • Tasks
  • Milestones

[edit] Workflows

[edit] News

[edit] Subprojects

  • Create a New Subproject
  • View Subproject
  • Search this Project and its Subprojects
  • Remove a Subproject

[edit] Reports

  • Late Task Report
  • Tasks Coming Due Report
  • Resource Allocation Report
  • Over-allocated Resources Report
  • Scheduled Tasks Report
  • Form Item Summary Report
  • Form Item Time Series
  • New User Report

[edit] Setup

[edit] Personal Settings for this Project

  • Dashboard Channels
  • Notifications

[edit] Project Administrator Settings

  • Project Information
  • People and Roles
  • Project Templates
  • Workflows
  • Manage Forms
  • Security

[edit] Global Settings

  • Personal Profile

[edit] BUSINESS WORKSPACE

[edit] Business Listing Page

  • Business Workspace
  • Business Logo

[edit] Navigation Bar

[edit] Dashboard

[edit] Directory

  • Participants Tab
  • Roles Tab

[edit] Documents

[edit] Discussions

[edit] Forms

[edit] Projects

  • Create a New Project
  • Search in Projects

[edit] Calendar

[edit] Workflow

[edit] Templates

  • Create a New Template
  • Template Browser
  • Create a Project Workspace from a Template
  • Modify a Template
  • Remove a Template

[edit] News

[edit] Sub-businesses

  • Create a New Sub-business
  • View Sub-business
  • Search this Business and its Sub-businesses

[edit] Setup

[edit] Personal Settings for this Business

  • Dashboard Channels
  • Email Notifications

[edit] Business Administrator Settings

  • Business Information
  • People and Roles
  • Business Templates
  • Workflows
  • Manage Forms
  • Security

[edit] GENERAL MODULES

[edit] Documents Module

  • Document Action Tool Bar
  • Action Tool Bar
  • Document Properties

[edit] Discussions Module

  • Discussion Groups
  • Discussion Posts

[edit] Forms Module

  • List View
  • Form Data
  • Add Workflows to Forms

[edit] Calendar Module

  • General
  • Meetings
  • Events

[edit] Workflow Module

  • Envelopes
  • Workflow Inbox
  • Steps
  • Transitions
  • Create a New Workflow
  • Workflows for Documents
  • Workflows for Forms

[edit] News Module

  • Create a News Item
  • Modify a News Item
  • Remove a News Item
  • Create Notification

[edit] Notification

  • System Notifications
  • Configurable Notification
  • Create Notification
  • Modify Notification
  • Remove Notification
Personal tools