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Navigating the user interface

  • Article

Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment - deal to proforma invoicing

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.

    Summary tab and fields.

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

    Task tab and fields.

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

    Team tab and fields.

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

    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.

    Resource reconciliation tab and fields.

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

    Estimates tab and fields.

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

    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.

    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.

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.

Group by button.

Previous/Next

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

Previous and Next buttons.

Timescale

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

Timescale button.

Expand

Expand: Render the visible grid to full screen providing more ability to see additional roles.

Expand button.

Time-phase by

Time-phase by: Update 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.

Time-phase by button.

Add column

Add column: Allows the user to define the visible columns in the grid. Only out-of-the-box columns can be added to the grids in the Project Planning form.

Add column button.