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Navigating the user interface

Applies To: Project Operations Integrated with ERP, Project Operations Core

Overview

The main project form is separated into several tabs. Each tab represents a different level of detail within the project.

  • Summary: Provides a description of the project and aggregates both the planned and actual project performance.

    Screenshot of the Summary tab and fields.

  • Tasks: Provides the details regarding the work breakdown structure represented by a grid view, board view, and a Gantt.

    Screenshot of the Task tab and fields.

  • Team: Provides details regarding the project participants. The assigned effort of each team member is also summarized in this view.

    Screenshot of the Team tab and fields.

  • Resource assignments: Provides a time-phased view of the effort for each resource on a project.

    Screenshot of the Resource assignments tab and fields.

  • Resource reconciliation: Provides a time-phased view of the differences between the assignments of each named resource and their bookings.

    Screenshot of the Resource reconciliation tab and fields.

  • Estimates: Provides a time-phased view of the cost and sales estimates of a project.

    Screenshot of the Estimates tab and fields.

  • Tracking: Provides a view that shows the progress of tasks in the work breakdown structure for effort, cost, and sales.

    Screenshot of the Tracking tab and fields.

  • Sales: Provides deep links to quotes and contracts associated with the project.

  • Expense Estimates: Provides a grid that defines project expenses based upon organizational expense categories.

    Screenshot of the Expense estimates tab and fields.

Grid controls

The follow is a brief overview of the typical controls found on the various project planning tabs.

Refresh

Refresh: Retrieves the latest data from the server if any changes occurred after the grid was loaded.

Screenshot of the Refresh button.

Group by

Group by: Updates the grouping of the rows in the grid to reflect either resources, roles, or categories based on the user's needs.

Screenshot of the Group by button.

Previous/Next

Previous/Next: Update the visible time periods on the time-phased grids.

Screenshot of the Previous and Next buttons.

Timescale

Timescale: Change the aggregation of the time-phased data between days, weeks, months, and years.

Screenshot of the Timescale button.

Expand

Expand: Renders the visible grid to full screen, so you can see more roles.

Screenshot of the Expand button.

Time-phase by

Time-phase by: Updates the grouping of the rows in the grid to reflect cost estimates for sales estimates. This control also applies to the estimate script and the tracking grid.

Screenshot of the Time-phase by button.

Add column

Add column: Lets you define the visible columns in the grid. You can only add out-of-the-box columns to the grids in the Project Planning form.

Screenshot of the Add column button.

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