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[edit] Project.net 8.4 User Documentation

Contents 1 Project.net 8.4 User Documentation 1.1 INTRODUCTION 1.1.1 Important 1.1.2 Conventions 1.1.3 Online Help 1.1.4 Administrator's Manual 1.2 PROJECT.NET BASICS 1.2.1 Internationalization and Localization 1.2.2 Workspaces 1.2.3 User Interface 1.3 REGISTRATION/LOGIN 1.3.1 Invitation 1.3.2 Registration 1.3.3 Login/Logout 1.3.4 Forgotten Password or Login Name 1.4 PERSONAL WORKSPACE 1.4.1 Navigation Bar 1.4.2 Dashboard 1.4.3 Calendar 1.4.4 Assignments 1.4.5 Documents 1.4.6 Forms 1.4.7 Templates 1.4.8 Setup 1.4.9 Personal Setup 1.4.10 Project Setup 1.4.11 Licensing 1.5 PROJECT WORKSPACE 1.5.1 Project Listing Page 1.5.2 Navigation Bar 1.5.3 Project Dashboard 1.5.4 Directory 1.5.5 Documents 1.5.6 Discussions 1.5.7 Forms 1.5.8 Process 1.5.9 Scheduling 1.5.10 Calendar 1.5.11 Workplan 1.5.12 Workflows 1.5.13 News 1.5.14 Subprojects 1.5.15 Reports 1.5.16 Setup 1.5.17 Personal Settings for this Project 1.5.18 Project Administrator Settings 1.5.19 Global Settings 1.6 BUSINESS WORKSPACE 1.6.1 Business Listing Page 1.6.2 Navigation Bar 1.6.3 Dashboard 1.6.4 Directory 1.6.5 Documents 1.6.6 Discussions 1.6.7 Forms 1.6.8 Projects 1.6.9 Calendar 1.6.10 Workflow 1.6.11 Templates 1.6.12 News 1.6.13 Sub-businesses 1.6.14 Setup 1.6.15 Personal Settings for this Business 1.6.16 Business Administrator Settings 1.7 GENERAL MODULES 1.7.1 Documents Module 1.7.2 Discussions Module 1.7.3 Forms Module 1.7.4 Calendar Module 1.7.5 Workflow Module 1.7.6 News Module 1.7.7 Notification

[edit] INTRODUCTION

[edit] Important

[edit] Conventions

[edit] Online Help

[edit] Administrator's Manual

[edit] PROJECT.NET BASICS

[edit] Internationalization and Localization

• Effects on all Modules
• Effects to the Calendar Module

[edit] Workspaces

• Personal Workspace
• Projects
• Business
• Workspaces

[edit] User Interface

• The Screen
• Workspace
• Navigation Bar
• Modules
• Navigation Path Indication
• Help Functions
• Search the Workspace
• Action Tool Bar
• Channel Manager

[edit] REGISTRATION/LOGIN

[edit] Invitation

[edit] Registration

• Login Information
• License Selection
• Name and Address Information
• Verification

[edit] Login/Logout

• Login
• Log out

[edit] Forgotten Password or Login Name

[edit] PERSONAL WORKSPACE

[edit] Navigation Bar

[edit] Dashboard

• Portfolio View

[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