| [ |
| { |
| "title": "Overview of Adrega Project Intelligence", |
| "module": "General", |
| "content": "Adrega PI is a modular tool for managing work and cost-based projects, either standalone or as part of a portfolio. It supports major HTML5 browsers and includes a Web interface for reporting and timesheet entry, and a Desktop application for project management. Reports are visualized in Excel or directly in-browser via the Dashboard. Adrega PI supports import/export with Microsoft Project and Primavera P6 via XML or web service." |
| }, |
| { |
| "title": "System Requirements", |
| "module": "General", |
| "content": "Server requirements include Windows Server 2022, Microsoft SQL Server 2022, IIS 10, and .NET Framework 4.8. The client supports Windows 11 for desktop and any OS with HTML5-compatible browsers for web access. Internet Explorer must be authorized to run JavaScript." |
| }, |
| { |
| "title": "User Interface Structure", |
| "module": "General", |
| "content": "The Web App has two menu levels: top-level module selection (Home, Dashboard, Time Reporting, Reporting, Administration) and in-module functionality. The Desktop App has three levels: top-level modules (Projects, Approve, Resources), left-side process menu (e.g., Activities, Budget), and toolbar-based function menu." |
| }, |
| { |
| "title": "Adrega PI Modules Overview", |
| "module": "General", |
| "content": "Modules include Home, Dashboard, Projects, Time Reporting, Approve, Reporting, Resources, and Administration. Visibility depends on user authorization. Each module serves a distinct purpose, from planning and tracking to reporting and configuration." |
| }, |
| { |
| "title": "Dashboard Module Features", |
| "module": "Dashboard", |
| "content": "Users can select multiple report bundles, adjust layout (rows/columns), navigate pages, and control label density. Buttons allow refreshing data, toggling legends, switching between PIE and Donut charts, showing/hiding markers and status lines, and printing to PDF or Excel. Excel export can be enabled via Admin > Users." |
| }, |
| { |
| "title": "What's New in Adrega PI 6.1", |
| "module": "General", |
| "content": "Enhancements include split report options, interface events in Web Planning, improved resource grouping, better keyboard navigation, saving with non-WBS grouping, default tab selection in views, cutoff date in Quick Approve, reintroduced info column, cleanup on timesheet import, duration units, improved task status in templates, Excel import in Web, AI Help Chat via hamburger menu, frozen columns, performance boosts, and smarter Desktop-to-Web view merging." |
| }, |
| { |
| "title": "What's New in Adrega PI 6.0", |
| "module": "General", |
| "content": "Introduced Web Gantt Editor via new Planning module, editable Timesheet Status column, enhanced Desktop Gantt Reporting with more template properties, phase linking in Portfolio Business Cases, and week slider in Web Approve for multi-week data loading." |
| }, |
| { |
| "title": "Quick Gantt Reports Access", |
| "module": "Dashboard", |
| "content": "Users can run pre-defined Gantt reports directly from the Dashboard without accessing the Reporting module. This provides a fast overview for users without reporting access. For detailed customization, refer to the Gantt Preview under Gantt Reports." |
| }, |
| { |
| "title": "Creating and Running Reports", |
| "module": "Reporting", |
| "content": "In the Projects view, select projects in the left pane and report templates in the right pane. Click 'Run Report' to open the Report Options dialog. Choose time period, file format (Excel or PDF), print format, and output options (single summary or per-project reports). For graphical resource reports, configure resource filters and capacity options before clicking OK to generate Excel output." |
| }, |
| { |
| "title": "Report Bundles", |
| "module": "Reporting", |
| "content": "Use report bundles to group multiple reports for selected projects. Click 'Add new item' to create a bundle, select projects and templates, define time periods, and choose output options like cycle or compare mode. Bundles can be shared, edited, refreshed, or deleted using respective buttons. Output is generated as an Excel workbook with multiple sheets." |
| }, |
| { |
| "title": "Creating Report Bundles", |
| "module": "Reporting", |
| "content": "Click 'Add new item' in the Reporting module to start. Select projects manually or via filters (auto-includes future matches). Choose multiple templates and adjust order. Add bundle name and description, select timescale, output format, and dashboard options. Configure print settings before saving." |
| }, |
| { |
| "title": "Managing Report Templates", |
| "module": "Reporting", |
| "content": "In the Templates view, use buttons to create, copy, edit, delete, share, and view information about templates. System templates are read-only unless you have the Project Manager (Reporting) role. Grouping, filtering, and column customization are supported." |
| }, |
| { |
| "title": "Creating a New Report Template", |
| "module": "Reporting", |
| "content": "Click 'Add new item' in the Templates view. Select report type: Gantt, Graphical, or Tabular. Follow the guided steps to configure fields, filters, styles, and output settings. Use 'Edit item' to modify templates you own or share." |
| }, |
| { |
| "title": "Sharing Report Templates", |
| "module": "Reporting", |
| "content": "Select templates in the Templates view and click 'Share template'. Choose users and set edit permissions. Shared templates appear in the recipient's template list. Users cannot edit shared templates unless granted permission." |
| }, |
| { |
| "title": "Template Information", |
| "module": "Reporting", |
| "content": "Click 'Template Information' in the Templates view to see details like included fields, access rights, creator, and last modified date." |
| }, |
| { |
| "title": "Report Types Overview", |
| "module": "Reporting", |
| "content": "Adrega PI supports Gantt, Graphical, and Tabular reports. Gantt reports visualize activities; Graphical reports show trends, comparisons, and capacity via curves and histograms; Tabular reports present detailed timephased data. Activity notes and portfolio-style summaries can be included using grouping by Project Name and WBS." |
| }, |
| { |
| "title": "Image Gallery for Reports", |
| "module": "Reporting", |
| "content": "In the Image Gallery view, click 'Add new item' to upload images for use in report headers and footers. Use 'Edit item' to modify, and 'Delete element' to remove images. Images are inserted during the Configure Header, Footer and Legend step." |
| }, |
| { |
| "title": "GanttChart Viewer Setup", |
| "module": "Reporting", |
| "content": "Creating a GanttChart Viewer report involves steps: Select Fields, Configure Graphical Fields, Grouping, Filters, Summary Calculation, Bar Styles, Gantt Options, Print Settings, Header/Footer/Legend, and Report Details. Output is shown in Gantt Preview, which allows column reordering, sorting, and template overrides." |
| }, |
| { |
| "title": "Gantt Preview Features", |
| "module": "Reporting", |
| "content": "Gantt Preview displays Silverlight GanttChart reports. Users can override template settings, expand/collapse levels, adjust bar styles, reorder columns, and change sort order. Right-click menu provides additional customization options." |
| }, |
| { |
| "title": "Gantt Preview Controls", |
| "module": "Reporting", |
| "content": "In the Gantt Preview, use 'View Projects' to switch between projects and 'Gantt Template' to select a different template. You can save changes with 'Save report template', print using 'Print', preview with 'Preview', and capture the screen via 'Copy screen'. Use 'Show/Hide Subtask' to expand or collapse groups, 'Show Level' to adjust hierarchy visibility, and zoom controls to fit the chart to task or project. 'Go to task' navigates directly to a selected task." |
| }, |
| { |
| "title": "Gantt Print Preview Configuration", |
| "module": "Reporting", |
| "content": "Click 'Print settings' in Gantt Print Preview to adjust margins, orientation, page order, scaling, header/footer content, legend placement, print range, and table column settings. Use zoom controls and page navigation arrows to preview layout before printing." |
| }, |
| { |
| "title": "Project S-Curve Report", |
| "module": "Reporting", |
| "content": "Steps include: Selecting Fields, Configure Filter, Excel Options, Header/Footer, and Report Details. Curves include Ideal Work Burndown, Remaining Work Burndown, and Remaining Work Burndown Predicted. These visualize sprint progress and forecast completion based on actual work logged." |
| }, |
| { |
| "title": "Fixed Cost S-Curve Report", |
| "module": "Reporting", |
| "content": "Steps include: Selecting Fields, Configure Filters, Excel Options, Header/Footer, and Report Details. This report tracks fixed cost trends over time." |
| }, |
| { |
| "title": "Resource S-Curve Report", |
| "module": "Reporting", |
| "content": "Steps include: Selecting Fields, Configure Filters, Excel Options, Header/Footer, and Report Details. It visualizes resource usage and availability trends." |
| }, |
| { |
| "title": "Fixed Cost Stacked Histogram", |
| "module": "Reporting", |
| "content": "Steps include: Selecting Fields, Configure Grouping, Configure Filters, Excel Options, Header/Footer, and Report Details. Displays fixed cost distribution across categories." |
| }, |
| { |
| "title": "Resource Load and Capacity Report", |
| "module": "Reporting", |
| "content": "Steps include: Selecting Fields, Configure Grouping, Configure Filters, Excel Options, Capacity Filter, Header/Footer, and Report Details. Helps assess resource allocation and availability." |
| }, |
| { |
| "title": "Project Trend Report", |
| "module": "Reporting", |
| "content": "Steps include: Selecting Fields, Configure Filters, Excel Options, Header/Footer, and Report Details. Tracks milestone finish dates over time using saved status snapshots. Trend lines indicate schedule shifts—horizontal (on track), upward (delayed), downward (ahead). Supports filtering by activity type and trending against original or baseline dates." |
| }, |
| { |
| "title": "Project Pie Report", |
| "module": "Reporting", |
| "content": "Steps include: Selecting Fields, Configure Filters, Excel Options, Header/Footer, and Report Details. Requires one value field and a grouping field. Optional summarized grouping field can be set for multi-project reports. Choose Pie or Donut style (Donut only in Dashboard)." |
| }, |
| { |
| "title": "Tabular Project Information Report", |
| "module": "Reporting", |
| "content": "Steps include: Selecting Fields, Configure Graphical Fields, Configure Grouping, Configure Filters, Excel Options, Header/Footer, and Report Details. Displays structured project data in tabular format." |
| }, |
| { |
| "title": "Project Performance Report", |
| "module": "Reporting", |
| "content": "Steps include: Selecting Fields, Configure Graphical Fields, Configure Grouping, Configure Filters, Excel Options, Header/Footer, and Report Details. Includes graphical indicators like smileys based on performance thresholds." |
| }, |
| { |
| "title": "Timephased Project Information", |
| "module": "Reporting", |
| "content": "Steps include: Selecting Fields, Configure Grouping, Configure Filters, Excel Options, Header/Footer, and Report Details. Shows project status over time in tabular format." |
| }, |
| { |
| "title": "Timephased Fixed Cost Information", |
| "module": "Reporting", |
| "content": "Steps include: Selecting Fields, Configure Grouping, Configure Filters, Excel Options, Header/Footer, and Report Details. Tracks fixed cost data across time periods." |
| }, |
| { |
| "title": "Timephased Resource Information", |
| "module": "Reporting", |
| "content": "Steps include: Selecting Fields, Data Display Options, Grouping, Filters, Header/Footer, and Naming the Template. Visualizes resource data over time with customizable display settings." |
| }, |
| { |
| "title": "Report Creation Workflow", |
| "module": "Reporting", |
| "content": "Standard steps for most reports include: Selecting Fields, Configure Graphical Fields, Grouping, Filters and Summary Calculation, Bar Styles, Gantt Options, Field Name Editing, Data Display Options, and Header/Footer configuration." |
| }, |
| { |
| "title": "Selecting Fields for Reports", |
| "module": "Reporting", |
| "content": "Choose fields from the Available Fields list and move them to Selected Fields using buttons or drag-and-drop. Customize titles, widths, and alignment. Some reports restrict field combinations or limit field count. Pie reports require one value field and a grouping field, with optional summarized grouping for multi-project views." |
| }, |
| { |
| "title": "Configuring Graphical Fields", |
| "module": "Reporting", |
| "content": "Set thresholds for graphical indicators like smileys (Gantt reports) or cell colors (Tabular reports). Smileys reflect performance: value = 1 (on track), >1 (ahead), <1 (behind)." |
| }, |
| { |
| "title": "Grouping and Sorting in Reports", |
| "module": "Reporting", |
| "content": "In the report setup, use the 'Group label' field to name grouping levels. Drag and drop items in the Available Fields list to reorder. Use the expand/collapse buttons to manage field groups. Sorting is done via the 'Sort by' box, with fields grouped by Project, Activity, Resource, Timesheet, etc. For Timephased Resource Information reports, you can sort by Comments." |
| }, |
| { |
| "title": "GanttChart Viewer: Miscellaneous and Page Break Options", |
| "module": "Reporting", |
| "content": "Specify a title for project groups and set expanding levels. Use the 'Page Break on' box to insert breaks, and select WBS or Structure code level for page breaks when WBS is chosen." |
| }, |
| { |
| "title": "Filters and Summary Calculation", |
| "module": "Reporting", |
| "content": "Add filters using the Available Fields search box and in-table buttons. Use 'Exclude zero value fields' to remove empty lines. Toggle 'Show all field names' to control visibility. Edit filter criteria on the right panel and use 'And/Or' to set logic. Enable runtime filter updates and summary recalculation for GanttChart Viewer reports. Optionally enable activity-level reporting with WBS tree selection." |
| }, |
| { |
| "title": "Timescale Range Configuration", |
| "module": "Reporting", |
| "content": "Set a fixed start/end date or use dynamic fields like status date. These settings define the default time range for the report template and can be overridden before running the report." |
| }, |
| { |
| "title": "Bar Style Configuration for GanttChart Viewer", |
| "module": "Reporting", |
| "content": "Choose between template-defined, User Default, or System Default views using the 'Default style' dropdown. Click 'View' to browse styles and 'Edit' to open the barstyle editor. You can create, copy, delete, rearrange, and recolor barstyles." |
| }, |
| { |
| "title": "Gantt Options Customization", |
| "module": "Reporting", |
| "content": "Select link styles, toggle summary bars, show/hide status date, and choose stepped status line type (Work, Cost, or Work & Cost). Enable WBS highlighting and set decimal precision and thousand separators based on locale." |
| }, |
| { |
| "title": "Excel Output Settings", |
| "module": "Reporting", |
| "content": "Choose summarization periods and divisors for large values. Set decimal precision and enable DrillDown for nested data navigation. Select report orientation (Columns or Rows). Customize chart background, transparency, and insert images from Image Gallery. Configure pie chart slices, labels, legends, and color schemes." |
| }, |
| { |
| "title": "Capacity Filter Configuration", |
| "module": "Reporting", |
| "content": "Choose to show capacity for selected resources or all. If resource categories are defined, you can summarize capacity based on category selections." |
| }, |
| { |
| "title": "Print Settings for GanttChart Viewer", |
| "module": "Reporting", |
| "content": "Click 'Preview printing content' to check layout. Set margins, orientation, timescale range, and document scale (Adjust to or Fit to). Use the slider to define table columns and choose legend placement (None, Every page, Last page, or separate page). Set date display format." |
| }, |
| { |
| "title": "Header and Footer Setup", |
| "module": "Reporting", |
| "content": "Insert field values or images into left, center, or right header/footer areas. Use the dropdown arrow to select values and click 'Reset' to restore defaults." |
| }, |
| { |
| "title": "Finalizing Report Template", |
| "module": "Reporting", |
| "content": "Enter a meaningful name and optional description. If categories are required (blue frame), select one from the list. Click 'Finish' to save the template—it will appear in the report template list." |
| }, |
| { |
| "title": "Planning Module Overview", |
| "module": "Planning", |
| "content": "Views include Project List, Resources, Activities, Budget, Tracking, and Resource Plan. Use buttons like Save, PDF Export, Project Options, Gantt Settings, Refresh, and Create Project to manage data. Each view supports specific actions like importing timesheets, grouping/filtering, and switching views." |
| }, |
| { |
| "title": "Projects View Controls", |
| "module": "Planning", |
| "content": "Use 'Select Columns' to customize visible columns. Refresh data, create or copy projects, open from file (Primavera P6), quick import, delete, unlock, archive, and open archived projects. Use 'Group by', 'Filter by', and 'View' to organize project data." |
| }, |
| { |
| "title": "Project Check-In and Locking", |
| "module": "Planning", |
| "content": "Projects opened for editing are marked as 'Checked Out'. Others can only view them in read-only mode. To check in, select the project and click 'Check in project'. If locked by another user or device, confirm override in the dialog box." |
| }, |
| { |
| "title": "Opening Projects", |
| "module": "Planning", |
| "content": "To open a single project, select it in the Project List and click a planning view (e.g., Activities). For multiple projects, select several and open a view to load them as a Project Group in read-only mode." |
| }, |
| { |
| "title": "Managing Template Projects", |
| "module": "Planning", |
| "content": "Template projects are created under the system administrator login and can only be edited or deleted by that user. To identify them, add the 'Project Status' column via the 'Edit Column' button in the Projects view. Filter by 'Project Status = Template' to view only templates. To use a template as a base, select it in the Projects view and click the 'Copy Project' button." |
| }, |
| { |
| "title": "Creating a New Project", |
| "module": "Planning", |
| "content": "In the Planning module, go to the Projects view and click the 'New project' button to launch the multi-step New Project wizard. Steps include: Basic Project Information, Project Manager and Guests, Report Periods, Project Calculation Options, Timesheet Project Options, and Project Calendar. Click 'Finish' at the end to create the project." |
| }, |
| { |
| "title": "Using Interface Events for Master Scheduling", |
| "module": "Planning", |
| "content": "To link projects via interface events, open the main project and click 'Insert Event' to add a Master Interface Event. Double-click the event or open the lower-level tab to access Activity Details. In the 'Interface Events' tab, click 'Add row' to select dependent projects using filtering and grouping. When opening a dependent project, click 'Yes' to add corresponding events. Use the 'Synchronize' button to update dates when the master schedule changes." |
| }, |
| { |
| "title": "Modifying Project Options", |
| "module": "Planning", |
| "content": "To edit project parameters after creation, open any Planning module view and click the 'Project Options Wizard' button. You can adjust settings across tabs: Options, Settings, Managers, Calendars, Fields, and Custom Buttons. System administrator-created projects only include Basic Info, Calculation Options, and Calendar steps." |
| }, |
| { |
| "title": "Project Field Definitions", |
| "module": "Planning", |
| "content": "When creating or editing a project, required fields are marked with red borders. Fields include Project Code, Name, Status, Start/Finish Dates, Duration, Manager, and Currency. Status options include Active, Closed, and Template. Field names may be customized by administrators." |
| }, |
| { |
| "title": "Calculation and Budget Settings", |
| "module": "Planning", |
| "content": "In the Project Options Wizard, under 'Settings', configure how current values, progress, forecasts, and costs are calculated. Choose between manual input or automatic formulas. Select Rate or Rate2 for cost calculations. Budget balancing methods include Field-Driven, Simple, or Disabled. Fixed cost can be based on Register Numbers or System Registers." |
| }, |
| { |
| "title": "Configuring Reporting Periods and Timesheet Options", |
| "module": "Planning", |
| "content": "In the Project Options Wizard, use the 'Reporting Periods' section to define custom time slices. Under 'Timesheet Options', enable import from timesheets, choose whether to update task schedules, and configure auto-update behavior when opening the project. Approval workflows and assignment update rules are also available." |
| }, |
| { |
| "title": "Primavera P6 Integration Settings", |
| "module": "Planning", |
| "content": "In the Project Options Wizard, under 'P6 Options', enable 'Use P6 Activity ID when displaying link information' to show Primavera-specific identifiers. Currency settings are also available for imported data." |
| }, |
| { |
| "title": "Assigning Project Managers and Guests", |
| "module": "Planning", |
| "content": "During project creation (step 3 of the wizard), check the boxes next to users to assign them as associated project managers or guests. Guests can view and report but not edit. Users without sufficient rights won’t appear in the list." |
| }, |
| { |
| "title": "Calendar and Field Customization", |
| "module": "Planning", |
| "content": "In the 'Calendars' step of the New Project wizard or Project Options Wizard, import calendars from the global list and set defaults. In the 'Fields' tab, add predefined or user-defined fields organized by type, including text fields and dropdowns." |
| }, |
| { |
| "title": "Custom Buttons in Projects", |
| "module": "Planning", |
| "content": "In the Project Fields tab, enable user-defined buttons by checking 'Is Active'. To apply the button to all sub-tasks, also check 'Activate on Summary'. Once enabled, the button appears in Activities, Budget, and Tracking views. Example: if ACWP > 0, clicking the button inserts a fixed cost row based on Earned Value." |
| }, |
| { |
| "title": "Activities View Overview", |
| "module": "Planning", |
| "content": "Use the Activities view to add, delete, and edit activities, create hierarchy via indent/outdent, link tasks, assign resources, and save baseline schedules. Default fields include ID, WBS, Activity Name, Duration, Start/Finish Dates, Predecessors, and Float. Calculated fields are non-editable (grey); editable fields are white." |
| }, |
| { |
| "title": "Adding and Editing Activities", |
| "module": "Planning", |
| "content": "Insert new activities by clicking 'Insert task', pressing <Insert>, typing in the last row and pressing <Enter>, or double-clicking the last row to open the Activity Information dialog. Avoid entering dates directly in Current Start/Finish fields to prevent unintended constraints." |
| }, |
| { |
| "title": "Managing Summary Tasks and Milestones", |
| "module": "Planning", |
| "content": "Summary tasks are outdented and auto-calculate from sub-tasks. Milestones are tasks with zero duration. To mark a task as a milestone, check 'Mark as Milestone' in the Activity Information dialog. For milestones, set Percent Complete method to Manual in Project Calculation Options." |
| }, |
| { |
| "title": "Deleting and Moving Activities", |
| "module": "Planning", |
| "content": "To delete, select the activity and click 'Delete activity'. Activities with actual work logged cannot be deleted. Move activities vertically using 'Move Activity Up/Down'. To move between summaries, outdent the activity, reposition it, then indent under the new parent." |
| }, |
| { |
| "title": "Activity Details Pane", |
| "module": "Planning", |
| "content": "Click 'Toggle Lower Panel' to open the Activity Details pane. Use it to manage resources, fixed costs, and assignments. You can add/delete records, configure work distribution, replace resources, and apply filters, groups, and custom views." |
| }, |
| { |
| "title": "Activity Information Dialog", |
| "module": "Planning", |
| "content": "Open by double-clicking an activity or via the lower panel. Tabs include: General (name, duration, milestone flag), Predecessors/Successors (link management), Hyperlinks (file/URL links), Advanced (calendar, constraints, deadlines), and Notes (up to 4000 characters)." |
| }, |
| { |
| "title": "Personal Home Page", |
| "module": "Home", |
| "content": "Each user has a personal dashboard showing assignments, timesheet status, and invoice index. Use 'Settings' to customize visible panes. Gantt and allocation charts show task timelines and resource usage. Zoom and time period controls are available." |
| }, |
| { |
| "title": "Timesheet Status Colors", |
| "module": "Home", |
| "content": "Color codes: Empty (no work), Initiated (work recorded), Finished (not processed), Approved (fully approved), Rejected (some records rejected). See Time Reporting for more details." |
| }, |
| { |
| "title": "Invoice Index Calculation", |
| "module": "Home", |
| "content": "Displays invoiced work vs. availability. Excludes Administrative Work projects. Capacity is calculated from actual hours vs. calendar-based availability. Group by Weekly, Monthly, Quarterly, or Yearly using the Period Type dropdown." |
| }, |
| { |
| "title": "Timesheet Module Overview", |
| "module": "Time Reporting", |
| "content": "Left panel: task selection. Right panel: timesheet entry. Both support filtering and grouping. Menu buttons include: column selection, reload, filter management, project focus, pinning, add task, expand/collapse, delete, split view toggle, export to PDF/Excel, edit/view row details, select/unselect edited rows, clear data, set status (open/finished), and save." |
| }, |
| { |
| "title": "Timesheet Left Panel Tabs", |
| "module": "Time Reporting", |
| "content": "Tabs include: Assignments This Week (auto-filled tasks), Activities (search and add tasks), and Quick Access. Tasks are grouped by project/WBS. Adding hours to unassigned tasks auto-creates assignments upon import. Visibility depends on project status and admin settings." |
| }, |
| { |
| "title": "Quick Access Tab", |
| "module": "Time Reporting", |
| "content": "Displays tasks pinned from the Activities tab for fast access. Ideal for recurring administrative tasks." |
| }, |
| { |
| "title": "Editing Timesheets", |
| "module": "Time Reporting", |
| "content": "Users enter hours in the right-hand table. Summary rows show totals per day and per group. Use 'Edit Row Details' for daily values and comments. Set status to 'Finished' when ready for approval." |
| }, |
| { |
| "title": "Editing Approval Timesheets", |
| "module": "Time Reporting", |
| "content": "The user cannot edit logged hours for a task once the manager has set the status to 'Approve' or 'Transferred'." |
| }, |
| { |
| "title": "Timesheet Approval", |
| "module": "Time Reporting", |
| "content": "Approval can be done via Desktop or Web. Web offers both detailed and Quick Approve views. Resource Owners or Project Managers validate and approve/reject submitted hours." |
| }, |
| { |
| "title": "Approve View Features", |
| "module": "Time Reporting", |
| "content": "Includes column editing, refresh, week selection, multi-week loading, filters/groups, zero-row removal, status toggling, Excel export, quick filters, and substitute approver reassignment." |
| }, |
| { |
| "title": "Quick Approve Module", |
| "module": "Time Reporting", |
| "content": "Visual bubble interface for fast approval. Bubbles show users/projects with unapproved hours. Options include grouping, detail view, approve/reject all, and status updates." |
| }, |
| { |
| "title": "Review Approved/Rejected Records", |
| "module": "Time Reporting", |
| "content": "Access past approvals/rejections via a dedicated tab. Load data for up to 4 weeks using dropdown." |
| }, |
| { |
| "title": "Administration Module Overview", |
| "module": "Administration", |
| "content": "Accessible only to admins. Includes views for Custom Buttons, Calendars, Users, Licenses, Distribution Curves, Timesheet Periods, Field Customization, Structure Codes, Options, Links, and Categorization settings." |
| }, |
| { |
| "title": "Creating Custom Buttons", |
| "module": "Administration", |
| "content": "Admins can define buttons to move data between fields. Supports summary activation, custom images, and tooltip text. Button logic configured via source/update fields, formatting, and optional text wrappers." |
| }, |
| { |
| "title": "Calendar Management", |
| "module": "Administration", |
| "content": "Create/edit/delete calendars for users/projects. Modify working days/hours, set vacations, and apply changes to specific days, sequences, or weekdays. Default calendar cannot be deleted." |
| }, |
| { |
| "title": "User Management", |
| "module": "Administration", |
| "content": "Displays all registered users and their roles. Users are treated as resources in Adrega PI. Admins can assign calendars and manage access." |
| }, |
| { |
| "title": "Customizing Users View", |
| "module": "Administration", |
| "content": "Filter users by Active/Inactive/All. Group and filter by resource categories like Department, Skill, Job, Overtime, and Salary Type. Highlighted red if mandatory category is missing." |
| }, |
| { |
| "title": "User Actions", |
| "module": "Administration", |
| "content": "Add/edit/delete users, modify/reset calendars, change client membership (sysadmin only), assign roles, import from Active Directory, export to Excel, expand/collapse grouped views." |
| }, |
| { |
| "title": "Adding and Editing Users", |
| "module": "Administration", |
| "content": "Specify login method (Adrega PI or Windows), password, username, rates, email, employee code, calendar, status, activation date, responsible user, substitute approver, roles, view options, resource categories, and availability dates." |
| }, |
| { |
| "title": "Assigning User Roles", |
| "module": "Administration", |
| "content": "Primary roles: Executive, Guest, Project Manager, Project Member. Secondary roles: Administrator, Resource Owner, Executive, Project Member, View Dashboard. Roles determine access to modules and functionality." |
| }, |
| { |
| "title": "Importing Users from Active Directory", |
| "module": "Administration", |
| "content": "Connect to AD server, view users, select for import, map AD categories to Adrega resource categories. Requires defined resource categories in Adrega PI." |
| }, |
| { |
| "title": "License Management", |
| "module": "Administration", |
| "content": "View license counts per role, expiry dates, and assigned users. Update license key manually or via file. System warns users as expiration approaches." |
| }, |
| { |
| "title": "Distribution Curves", |
| "module": "Administration", |
| "content": "Create and manage predefined curves for project use. Curve Usage view shows where each curve is applied (project, activity, column)." |
| }, |
| { |
| "title": "Project Categories", |
| "module": "Administration", |
| "content": "Create up to five categories for grouping/reporting. Actions: add/edit/delete categories and category elements. Elements can be reordered and marked active/inactive." |
| }, |
| { |
| "title": "Resource Categories", |
| "module": "Administration", |
| "content": "Create up to five categories to group resources (e.g., department, competency). Used for filtering, reporting, and mandatory field enforcement." |
| }, |
| { |
| "title": "Resource Categories", |
| "module": "Administration", |
| "content": "Create up to five categories to classify users (e.g., Department, Skill). Mark categories as Required or In Use. Add/edit/delete categories and their value lists. Only unassigned categories can be deleted." |
| }, |
| { |
| "title": "Report Template Categories", |
| "module": "Administration", |
| "content": "Used to group report templates. Supports up to five categories. Admins define dropdowns and value lists. Categories must be unassigned to be deleted." |
| }, |
| { |
| "title": "Timesheet Categories", |
| "module": "Time Reporting", |
| "content": "Define rate types (e.g., standard time, overtime) for salary and invoicing. Add/edit/delete categories and reorder them. Only unassigned categories can be deleted." |
| }, |
| { |
| "title": "Timesheet Periods", |
| "module": "Administration", |
| "content": "Lock/unlock weeks to prevent retroactive changes. Can unlock periods for specific users. Select the week you want closed, then choose if you want to update it or also previous week. Then select Lock Period to prevent users from adding hours to these weeks. Select a specific closed week to show a list of users that are blocked from entering hours and a list of users that are allowed to still enter hours. Use the arrow keys to lock or unlock a specific user" |
| }, |
| { |
| "title": "Field Customization", |
| "module": "Administration", |
| "content": "Rename fields, create new ones, and assign logic. Entities include Project, Activity, Register, Report, Resource, Timesheet, Portfolio. Types include Category, Cost, Date, Duration, Formula, Graphical, Number, Text, Unit, Value list, Work." |
| }, |
| { |
| "title": "Field Categorization", |
| "module": "Administration", |
| "content": "Fields are classified by Entity (where used) and Type (data format). Enables filtering, grouping, and custom logic assignment." |
| }, |
| { |
| "title": "Custom Field Logic", |
| "module": "Administration", |
| "content": "Supports rollup from fixed cost register, formula-based calculations, value lists, graphical indicators, and dynamic fields. Logic can apply to activities, summaries, or both." |
| }, |
| { |
| "title": "Creating Custom Fields", |
| "module": "Administration", |
| "content": "Admins can create fields for most entities. Project entity supports multiple types (Text, Number, Graphical, Duration, Date). Others mostly support Category type." |
| }, |
| { |
| "title": "Editing Field Calculations", |
| "module": "Administration", |
| "content": "Use formula editor to define dependencies between fields. Supports manual or formula-based logic. Apply to activities, summaries, or both." |
| }, |
| { |
| "title": "Field Calculation Levels", |
| "module": "Administration", |
| "content": "Choose calculation scope: Activity only (summary sums activity values), Activity and Summary (formula applied to both), or Summary only (manual input at activity level). Duration fields only calculate at activity level." |
| }, |
| { |
| "title": "Fixed Cost Rollup", |
| "module": "Administration", |
| "content": "Enable rollup from Fixed Cost Register by selecting the register field to sum. Applies to summary-level calculations." |
| }, |
| { |
| "title": "Formula Validation", |
| "module": "Administration", |
| "content": "Use Validate button to check syntax. Green frame = valid, red = error. Duration formulas only work at activity level." |
| }, |
| { |
| "title": "Value Lists for Text Fields", |
| "module": "Administration", |
| "content": "Create predefined values for Activity Text fields to reduce errors and enable consistent grouping/filtering. Configure display order, grouping order, and grouping style (Value, Description, both). Changes affect all projects using the field." |
| }, |
| { |
| "title": "Number Field Spreading Options", |
| "module": "Administration", |
| "content": "Customize how numeric values spread in reports. Types: Current, Actual/Earned, Remaining, Budget, Linear (user-defined interval), Formula-based. Optionally display as percent." |
| }, |
| { |
| "title": "Baseline and Original Number Fields", |
| "module": "Administration", |
| "content": "Store values during baseline/original schedule save. Spread like other curves. No formulas allowed. Always roll up to summaries." |
| }, |
| { |
| "title": "Graphical Field Configuration", |
| "module": "Administration", |
| "content": "Configure smiley indicators (green/yellow/red) based on thresholds in numeric or performance fields. Enhances visual reporting." |
| }, |
| { |
| "title": "Structure Codes (User-defined WBS)", |
| "module": "Administration", |
| "content": "Create up to 10 hierarchical codes for custom WBS. Define levels, code patterns, separators, and descriptions. Assign codes to activities and group projects accordingly. Supports indent/outdent and reordering." |
| }, |
| { |
| "title": "Options View", |
| "module": "Administration", |
| "content": "Set global defaults: earned value calculation method (current vs. baseline), resource rate visibility, default durations, and time reporting visibility (assigned projects, admin projects, or all)." |
| }, |
| { |
| "title": "Resource Assignment Display Options", |
| "module": "Administration", |
| "content": "Admins can choose to display resource assignment values as Percent or Hours per Day. This affects modules like the Home page, where vertical scales and availability lines adjust based on calendar settings. Changes apply across all projects." |
| }, |
| { |
| "title": "Launching the Desktop Client", |
| "module": "General", |
| "content": "Click the hamburger menu in the top-right corner and select 'Start Desktop Client'. Once installed, it can also be launched from the Windows Start Menu. The Desktop Client provides access to Planning, Timesheet Approval, and Resource Capacity views." |
| }, |
| { |
| "title": "Browser Setup for ClickOnce", |
| "module": "General", |
| "content": "Edge (non-Chromium) supports ClickOnce natively. Chromium-based browsers (Edge, Chrome, Firefox, Opera) require the Meta4 ClickOnce Launcher extension. For Opera, install 'Install Chrome Extensions' first. Firefox users must enable Windows Authentication via about:config." |
| }, |
| { |
| "title": "Planning Module Views", |
| "module": "Planning", |
| "content": "Views include Projects, Options, Resources, Activities, Budget, Tracking, Scope Changes, and Resource Plan. Use the breadcrumb dropdown to select projects." |
| }, |
| { |
| "title": "Planning Module Buttons and Controls", |
| "module": "Planning", |
| "content": "Includes Save, Print, Print Preview, Copy Screen, Copy/Paste, Insert Activity, Insert Interface Event, Delete, Link/Unlink, Undo/Redo, Navigation (Go to task, Zoom to task), Zoom In/Out, Autofit Zoom, Show/Hide Activity Details, Replace Resource, View Overallocated Users, Import/Remove Resources, Save Baseline, Open Trace, Autofill Variation Request, Integrate Scope Changes, Sort, Schedule to Forecast, Auto Progress, Find/Replace, Export to Excel, Update to/from Time Reporting, Save Project Status, Status Date, Move Up/Down, Indent/Outdent, Show/Hide Subtask, Show Level, Filter, Sort, Group By, Manage Views, Set Current Start/Finish Dates, Use Default Dates." |
| }, |
| { |
| "title": "Gantt View Context Menu", |
| "module": "Planning", |
| "content": "Right-click options vary by selection mode. Includes: Add to Quick Filter, Clear Quick Filter, Find/Replace, Edit Column, Activity Information, Hyperlinks, Trace, Insert Activity, Insert Dependent Activity, Insert Interface Event, Delete Activities, Clear Content, Copy/Paste Cell or Activity, Fill Down/Up/Right/Left, Recalculate Summaries, Show WBS Level Highlighting, Show Stepped Status Line, Hide Summary Bars." |
| }, |
| { |
| "title": "Printing from Planning Module", |
| "module": "Planning", |
| "content": "Click 'Print' to print Gantt diagrams or tables. Use 'Print Preview' to access Page Setup for headers/footers, page size, orientation, and column selection. Columns print left to right in view order—adjust split line to include hidden columns." |
| }, |
| { |
| "title": "Gantt View Zoom and Autofit", |
| "module": "Planning", |
| "content": "Adjust the time scale for bar resolution. Use Autofit Zoom to compress the entire project into the Gantt pane." |
| }, |
| { |
| "title": "Print Preview and Page Setup", |
| "module": "Planning", |
| "content": "Print Preview shows the output before printing. Page Setup allows editing of page size, orientation, headers/footers, print range, and column selection." |
| }, |
| { |
| "title": "Undo/Redo Functionality", |
| "module": "General", |
| "content": "One-step undo/redo is available. The undo log resets when switching views, modifying project settings, entering a new status date, or performing actions like filtering, sorting, zooming, and saving status." |
| }, |
| { |
| "title": "Projects View Overview", |
| "module": "Projects", |
| "content": "Displays summary info for all accessible projects. Access depends on user role and project-specific status (manager, guest, etc.)." |
| }, |
| { |
| "title": "Projects View Controls", |
| "module": "Projects", |
| "content": "Includes New Project, Open from File, Copy, Delete, Check In, Save as XML, Import from Timesheets, Hyperlinks, Print, Export to Image, Show/Hide Subtask, Search, Export to Excel, Show Level, View switcher, Filter by, and Group by." |
| }, |
| { |
| "title": "Project Check-In/Check-Out", |
| "module": "Projects", |
| "content": "Projects are locked when opened for editing. If disconnected improperly, they remain checked out. Users can force check-in with confirmation." |
| }, |
| { |
| "title": "Opening Projects", |
| "module": "Projects", |
| "content": "Single or multiple projects can be opened. Multiple projects open in read-only mode as a Project Group." |
| }, |
| { |
| "title": "Working with Project Groups", |
| "module": "Projects", |
| "content": "Standard functionality applies. Users can link activities, run what-if scenarios, apply grouping/filtering, and view recalculated summaries. Multi-Project Milestones ensure correct scheduling and allow rescheduling by adjusting milestone dates." |
| }, |
| { |
| "title": "Creating Projects from Files", |
| "module": "Projects", |
| "content": "Projects can be created from MS Project (.mpp, .mpx, .xml) or updated from Excel (.xlsx). Import Templates guide the process." |
| }, |
| { |
| "title": "Import Templates Window", |
| "module": "Projects", |
| "content": "Allows creation, editing, copying, and deletion of import templates for Excel and MS Project." |
| }, |
| { |
| "title": "Creating Excel Import Templates", |
| "module": "Projects", |
| "content": "Templates map Excel fields to Adrega PI entities (Activity, Assignment, Fixed Cost, etc.). Key fields identify updates. Supports importing resources and auto-scheduling." |
| }, |
| { |
| "title": "Creating MS Project Import Templates", |
| "module": "Projects", |
| "content": "Templates define field mappings for importing MS Project data into Adrega PI." |
| }, |
| { |
| "title": "Creating MS Project Import Templates", |
| "module": "Projects", |
| "content": "Templates are created via a wizard in the Import Templates window. Users select fields to import, link them to Adrega PI fields (with automatic suggestions), and name the template. Supported fields include % complete, actual cost, baseline dates, duration, start/finish, fixed cost, and more—mapped in both English and Norwegian." |
| }, |
| { |
| "title": "Limitations of MS Project Import", |
| "module": "Projects", |
| "content": "Resource calendars aren't imported. Only standard rates are supported. Split activities and resource allocations are flattened. Resource profiles and cost accrual settings are ignored. Expanded time is treated as regular work." |
| }, |
| { |
| "title": "Creating New Projects from Scratch", |
| "module": "Planning", |
| "content": "Use the New Project wizard in the Planning module. Steps include Basic Info, Project Manager & Guests, Report Periods, Calculation Options, Timesheet Options, and Calendar. Admins creating template projects only complete Basic Info, Calculation Options, and Calendar." |
| }, |
| { |
| "title": "Interface Events", |
| "module": "Planning", |
| "content": "Used to link multiple projects into a master schedule. Master events are created in the main project and automatically generate dependent events in linked projects. Events can be synchronized and filtered using 'Interface task = Yes'." |
| }, |
| { |
| "title": "Project Options Overview", |
| "module": "Planning", |
| "content": "Options include project name/type, user access rights, calculation methods, timesheet settings, and calendar. Editable from any Planning view via the Options button." |
| }, |
| { |
| "title": "Project Information Fields", |
| "module": "Planning", |
| "content": "Includes required fields like project code, manager name, status, start/finish dates, and duration. Optional fields include categories, currency, and Primavera-specific settings. Admins can customize field names." |
| }, |
| { |
| "title": "Project Managers and Guests", |
| "module": "Planning", |
| "content": "Associated managers can update the project; guests can view and generate reports. Selection is done via checkboxes. License and access rights determine availability." |
| }, |
| { |
| "title": "Report Periods", |
| "module": "Planning", |
| "content": "Guests must be registered to access reports. Selection is done by moving users between Available and Selected lists. Only pre-registered users appear." |
| }, |
| { |
| "title": "Project Calculation Options", |
| "module": "Planning", |
| "content": "Includes settings for calculating current values, progress (% complete), forecast values, cost values (Rate vs Rate2), earned value (Current vs Baseline schedule), and budget balancing methods." |
| }, |
| { |
| "title": "Budget Balancing Modes", |
| "module": "Planning", |
| "content": "Three modes: Field-Driven (multiple budget resources with key field for balancing), Simple (single budget resource per activity), and Disabled (Scope Change functions off)." |
| }, |
| { |
| "title": "Fixed Cost Calculation Methods", |
| "module": "Planning", |
| "content": "Choose between Register Numbers (custom fields) and System Registers (built-in fields) for calculating fixed costs." |
| }, |
| { |
| "title": "Timesheet Project Options", |
| "module": "Planning", |
| "content": "Includes import settings, auto-update behavior, schedule updates, and control over assignment remaining work. Approval can be restricted to responsible users." |
| }, |
| { |
| "title": "Calendar Settings", |
| "module": "Planning", |
| "content": "Modify standard calendar or create new ones. Define work hours, reset changes, toggle work/non-work days, and configure work weeks. Default working day is 8 hours." |
| }, |
| { |
| "title": "Project Calculations", |
| "module": "Planning", |
| "content": "Create project-specific calculated fields visible in Activities, Budget, and Tracking tabs. Not available for resources or fixed cost levels. Cannot be used in reports." |
| }, |
| { |
| "title": "Custom Buttons", |
| "module": "Planning", |
| "content": "Enable user-defined buttons with optional summary-level activation. Buttons appear in Activities, Budget, and Tracking views. Useful for automating actions like inserting cost rows." |
| }, |
| { |
| "title": "Activities View Overview", |
| "module": "Planning", |
| "content": "Core view for managing activities: add/edit/delete, link tasks, assign resources, save baseline. Supports hierarchical structure via indent/outdent." |
| }, |
| { |
| "title": "Default Fields and Bar Styles", |
| "module": "Planning", |
| "content": "Fields include ID, WBS, Duration, Start/Finish, Float, etc. Bar styles cover Current, Critical, Summary, Milestone, and Deadlines." |
| }, |
| { |
| "title": "Activity Details Pane", |
| "module": "Planning", |
| "content": "Bottom pane shows detailed info for selected activity. Supports resource and fixed cost register editing and Excel export." |
| }, |
| { |
| "title": "Activity Management", |
| "module": "Planning", |
| "content": "Multiple ways to add/edit activities. Editable fields are white; calculated fields are grey. Duration must be numeric (in days). Direct date entry applies constraints." |
| }, |
| { |
| "title": "Summary Tasks and Milestones", |
| "module": "Planning", |
| "content": "Summary tasks aggregate subtasks. Milestones are zero-duration flags. Manual input recommended for % Complete on milestones." |
| }, |
| { |
| "title": "Deleting, Copying, and Moving Activities", |
| "module": "Planning", |
| "content": "Activities with registered actual work cannot be deleted. Copy/paste supported within field types. Move vertically or between summaries using toolbar arrows and indent/outdent." |
| }, |
| { |
| "title": "Importing Activities from Excel with WBS", |
| "module": "Planning", |
| "content": "Paste Excel tables with WBS and task names directly into the Gantt table. Careful WBS structuring is required to maintain hierarchy." |
| }, |
| { |
| "title": "Activity Details Pane Overview", |
| "module": "Planning", |
| "content": "Accessible via the Show/Hide button in Activities, Budget, Tracking, or Change Orders views. Displays compact info for the selected activity and includes tabs for Activity Info, Resources, Fixed Cost, and User Fields." |
| }, |
| { |
| "title": "Activity Details Pane Controls", |
| "module": "Planning", |
| "content": "Allows deleting resources/costs, moving in the table, exporting to Excel, replacing resources, adding distribution curves, filtering views, and customizing tabs." |
| }, |
| { |
| "title": "Customizing Activity Details Pane", |
| "module": "Planning", |
| "content": "Users can reorder tabs, create new ones, rename, append predefined tabs, restore defaults, delete tabs, and save changes or client defaults." |
| }, |
| { |
| "title": "Activity Information Dialog Box", |
| "module": "Planning", |
| "content": "Double-click an activity to open. Tabs include General, Predecessors/Successors, Resources, Notes, Hyperlinks, and Advanced. Supports milestone conversion, linking, resource assignment, and constraint setup." |
| }, |
| { |
| "title": "Hyperlinks", |
| "module": "Planning", |
| "content": "Add links to local files or URLs via the Hyperlinks tab. Supports editing and deletion. Useful for attaching reference materials to activities." |
| }, |
| { |
| "title": "Activity Calendars", |
| "module": "Planning", |
| "content": "Assign alternative calendars to activities (e.g., 7-day calendar for continuous work). Can be set via the Advanced tab or directly in the Gantt table." |
| }, |
| { |
| "title": "Constraints", |
| "module": "Planning", |
| "content": "Supports flexible (ASAP) and fixed constraints (e.g., Start No Earlier Than). Manual date entry triggers constraint changes. Constraints affect scheduling logic." |
| }, |
| { |
| "title": "Critical Path Method (CPM)", |
| "module": "Planning", |
| "content": "Defines the sequence of activities that determine the project’s finish date. Critical activities are shown in red; delays impact overall schedule." |
| }, |
| { |
| "title": "Float", |
| "module": "Planning", |
| "content": "Includes Total Float (delay without affecting project finish), Free Float (delay without affecting successor start), and Float (end date of free float). Displayed as bars or values." |
| }, |
| { |
| "title": "Linking Activities", |
| "module": "Planning", |
| "content": "Supports four dependency types: Finish-to-Start, Start-to-Start, Finish-to-Finish, Start-to-Finish. Links define scheduling logic and impact critical path." |
| }, |
| { |
| "title": "Activity Lag", |
| "module": "Planning", |
| "content": "Supports positive and negative lag values (in days, including decimals) between linked activities. Example: a 10-day delay between concrete pouring and steel erection." |
| }, |
| { |
| "title": "Creating Links Between Activities", |
| "module": "Planning", |
| "content": "Links can be created via drag-and-drop in the Gantt view, using the Link button, through the Activity Information dialog, or by typing directly into Predecessors/Successors columns. Supports FS, SS, FF, SF types and lag modifiers (+/-)." |
| }, |
| { |
| "title": "Editing Link Types", |
| "module": "Planning", |
| "content": "Modify link types via double-click in Gantt pane or Activity Information dialog. Multiple links can be edited using the Edit Links dialog. Lag values and link removal also supported." |
| }, |
| { |
| "title": "Customizing Link Styles", |
| "module": "Planning", |
| "content": "Change visual style of link lines in Gantt view for clarity, especially useful when printing or managing complex dependencies." |
| }, |
| { |
| "title": "Using Dependent Activities", |
| "module": "Planning", |
| "content": "Allows simplified tracking at summary level. Dependent activity inherits start/finish from its summary. Cannot be linked or indented/outdented. Useful for top-down planning and timesheet reporting." |
| }, |
| { |
| "title": "Working with Distribution Curves", |
| "module": "Planning", |
| "content": "Enables non-linear value distribution across activity duration. Curves can be applied to supported fields at activity or resource level. Icons indicate default or custom curves." |
| }, |
| { |
| "title": "Creating Custom Distribution Curves", |
| "module": "Planning", |
| "content": "Users can define curves using % step values or direct period values. Includes options for prorating, applying, clearing, and saving curves. Custom templates can be based on existing ones." |
| }, |
| { |
| "title": "Impact of Curves", |
| "module": "Planning", |
| "content": "Affects fields like Planned Value Work. Enables realistic modeling of uneven work distribution over time, reducing need for multiple activities." |
| }, |
| { |
| "title": "Formatting Bar Styles", |
| "module": "Planning", |
| "content": "Edit bar styles per view (Activities, Budget, Tracking, Scope Changes). Customize appearance, text, patterns, gradients, and 3D effects. Useful for visual clarity and print optimization." |
| }, |
| { |
| "title": "Elapsed Time Bar Style", |
| "module": "Planning", |
| "content": "Used in Tracking View to highlight activities that need rescheduling due to status date. Displays overlay bar indicating elapsed time since planned start." |
| }, |
| { |
| "title": "Elapsed Time Bar Style", |
| "module": "Planning", |
| "content": "Displays grey bar from current start to Status Date when progress is missing. Indicates need for rescheduling. Created via Edit Barstyles using 'Current Start' and 'Complete to Status Date'." |
| }, |
| { |
| "title": "Deadline Dates", |
| "module": "Planning", |
| "content": "Set DeadLine Start/Finish dates for activities, milestones, or summaries. Status shows On Schedule, Early, or Late. Filter to find missed deadlines. Displayed in Chart pane with symbols." |
| }, |
| { |
| "title": "Trace Dialog Box", |
| "module": "Planning", |
| "content": "Used to trace connections between planning objects. Shows predecessors/successors, connection type, lag. Allows editing links and navigating workflow impacts." |
| }, |
| { |
| "title": "User-Defined Fields", |
| "module": "Planning", |
| "content": "Supports numeric, date, and text fields. Editable per project. Calculated fields appear with admin-defined titles. Non-editable fields are greyed out." |
| }, |
| { |
| "title": "Activity Duration Fields", |
| "module": "Planning", |
| "content": "Ten predefined fields (Activity Duration 1–10) for custom duration calculations. Usable in formulas and scheduling logic." |
| }, |
| { |
| "title": "Activity Number Fields", |
| "module": "Planning", |
| "content": "Thirty fields for whole or decimal numbers. Aggregated at summary level. Usable in filters, imports, exports, and reports." |
| }, |
| { |
| "title": "Graphical Fields for Numbers", |
| "module": "Planning", |
| "content": "Configure smiley indicators (green/yellow/red) based on thresholds for Activity, Baseline, and Original Number fields via Administration module." |
| }, |
| { |
| "title": "Activity Start/Finish Fields", |
| "module": "Planning", |
| "content": "Ten fields each for Start and Finish dates. Manual or calendar input. Time format supported. Latest date shown at summary level." |
| }, |
| { |
| "title": "Activity Text Fields", |
| "module": "Planning", |
| "content": "Thirty fields with 255-character limit. Supports predefined value lists for consistent coding. Useful for filtering and reporting." |
| }, |
| { |
| "title": "Resource Text Fields", |
| "module": "Planning", |
| "content": "Five fields for resource-specific notes. Available in Resources view." |
| }, |
| { |
| "title": "Work Breakdown Structure (WBS)", |
| "module": "Planning", |
| "content": "Default WBS auto-numbers tasks hierarchically. Indent/outdent to create summaries. Summary tasks aggregate schedule, work, and cost. WBS levels can be color-highlighted." |
| }, |
| { |
| "title": "User-Defined WBS (Structure Codes)", |
| "module": "Planning", |
| "content": "Supports up to 10 shared codes. Created in Administration module. Assign via Activities view. Can be hierarchical or flat. Used for formal grouping across projects." |
| }, |
| { |
| "title": "Applying User WBS", |
| "module": "Planning", |
| "content": "Add Structure Code column via Edit Column. Select code from list. Option to restrict assignment to lowest level. Only code value is assigned, not description." |
| }, |
| { |
| "title": "User-Defined WBS Example", |
| "module": "Planning", |
| "content": "A Contract Work Breakdown Structure (CWBS) separates product development from release planning. Hierarchical structure includes Support, Product Development, Implementation, and Operations & Maintenance, each with detailed subcomponents." |
| }, |
| { |
| "title": "WBS Dictionary", |
| "module": "Planning", |
| "content": "Provides definitions for each WBS element. Examples include Program Management, Logistics, Technical Management, Systems Development, Communications, Releases, Help Desk, and Operations Support." |
| }, |
| { |
| "title": "Resources Register", |
| "module": "Planning", |
| "content": "Assign resources to activities via the Activity Details pane. Work hours entered at activity level are transferred to the first assigned resource. Cost is calculated from work hours and rate. Multiple resources can be assigned, and totals are aggregated." |
| }, |
| { |
| "title": "Fixed Cost Register", |
| "module": "Planning", |
| "content": "Used for non-labor cost tracking or to-do lists. Costs are calculated as Number × Cost per Unit. Aggregated totals appear in Total Cost column. Can be updated via Excel import using mapped templates and key fields." |
| }, |
| { |
| "title": "Importing Fixed Cost from Excel", |
| "module": "Planning", |
| "content": "Requires import template with field mapping. Project Code must be unique for multi-project updates. Key fields like Register Text 3 enable record updates or creation during import." |
| }, |
| { |
| "title": "Calculated Fields", |
| "module": "Planning", |
| "content": "Supports formulas for Activity Number, Fixed Cost, Variation Request, and Register Number fields. Uses IF logic. Calculated fields are system-wide and not editable at activity/summary level. Date/duration fields not supported." |
| }, |
| { |
| "title": "Budget View Overview", |
| "module": "Planning", |
| "content": "Manage budgets at activity or assignment level. Default fields include ID, WBS, Baseline/Current Work and Cost, Budget Start/Finish. Some fields may be calculated and non-editable." |
| }, |
| { |
| "title": "Budget View Bar Styles", |
| "module": "Planning", |
| "content": "Includes styles for Current, Critical, Summary, Milestone, Baseline Milestone, Baseline, and Baseline Summary. Useful for visual clarity and reporting." |
| }, |
| { |
| "title": "Activity Details Pane in Budget View", |
| "module": "Planning", |
| "content": "Displays detailed info for selected activity. Supports resource and fixed cost management and Excel export." |
| }, |
| { |
| "title": "Saving Baseline and Original Plans", |
| "module": "Planning", |
| "content": "Supports one version each of Original and Baseline plans. Baseline updates overwrite previous versions. Plans can be saved or cleared for entire project or selected tasks. Used for progress and earned value calculations." |
| }, |
| { |
| "title": "Baseline for Remaining Work", |
| "module": "Planning", |
| "content": "Use 'Select Remaining from current Status Date' to set the baseline for the remaining part of the project. Choose update method: keep % complete and recalculate Earned Value, or keep Earned Value and recalculate % complete." |
| }, |
| { |
| "title": "Resources View Overview", |
| "module": "Planning", |
| "content": "Add, delete, and manage resources. Create generic resources, import users, link/re-link resources, replace resources, and analyze workload via Resource Plan view." |
| }, |
| { |
| "title": "Local vs Imported Resources", |
| "module": "Planning", |
| "content": "Local (generic) resources are manually added and can be linked to licensed users. Imported users come from the central repository. Icons indicate assignment status." |
| }, |
| { |
| "title": "Standardizing Generic Resources", |
| "module": "Planning", |
| "content": "Use Resource Categories (e.g., Skills, Departments) from Administration module to standardize generic resource names. Select from value lists in the Skill column." |
| }, |
| { |
| "title": "Preferred User Field", |
| "module": "Planning", |
| "content": "Assign Adrega PI users to generic resources via the Preferred User field. Appears in Activity Details pane and affects Home Page display (light brown bar)." |
| }, |
| { |
| "title": "Importing Users as Project Resources", |
| "module": "Planning", |
| "content": "Import users from central repository. View includes Function menu, Filtering/Grouping, Table pane, Assignment pane, and Assignment Profile pane. Matching levels shown via color codes." |
| }, |
| { |
| "title": "Resource Matching Logic", |
| "module": "Planning", |
| "content": "Green = already imported. Blue = matching level based on five resource categories + preferred user. 100% match shown when preferred user is defined." |
| }, |
| { |
| "title": "Assignment Display Options", |
| "module": "Planning", |
| "content": "Expand assignment/group to show parallel activities. Use filters to display generic resources, linked/unlinked users, or all. Active Projects filter hides closed projects." |
| }, |
| { |
| "title": "Assignment Profile Pane", |
| "module": "Planning", |
| "content": "Displays workload as % or Hours/Day. Availability line shows normal daily capacity. Overallocated users appear above the line. Values are project-specific." |
| }, |
| { |
| "title": "Modifying Resource Rates", |
| "module": "Planning", |
| "content": "Imported resources retain default rates. Rates can be modified per project. Changes affect cost fields except baseline/original values. Activity-specific rate changes recalculate total cost." |
| }, |
| { |
| "title": "Replacing Resources", |
| "module": "Planning", |
| "content": "Replace resources via Activity Details pane or Resources view. Options include transferring actuals, preserving actuals, and choosing rate/category behavior. Supports replacing with generic resources." |
| }, |
| { |
| "title": "Resource Plan View", |
| "module": "Planning", |
| "content": "Graphical workload analysis across projects. Upper pane shows resources and assignments. Filters include generic names, user names, all resources, and active projects. Supports custom filters and grouping." |
| }, |
| { |
| "title": "Resource Plan View Enhancements", |
| "module": "Planning", |
| "content": "Supports filtering by project status (Active, Closed for timereporting), setting custom time periods via Current Start/Finish Dates, and visualizing workload vs availability. Overallocations are flagged when assignment bars exceed the availability line." |
| }, |
| { |
| "title": "Resource Bar Colors", |
| "module": "Planning", |
| "content": "Green = linked user assignment, Light Brown = generic resource, Grey = completed task. Helps distinguish resource types and task status visually." |
| }, |
| { |
| "title": "Grouping by Resource Categories", |
| "module": "Planning", |
| "content": "Group resources by Department, Skills, etc. Created in Administration module. Grouping helps assess resource sufficiency and allocation per category. Available hours exclude Closed project assignments." |
| }, |
| { |
| "title": "Resource Overallocation Detection", |
| "module": "Planning", |
| "content": "Check overallocation in textual and graphical forms. Use Resource Overallocation dialog to view affected users, filter by resource, and locate conflicting activities. Indicators: Green = OK, Red = overallocated, Black = generic, Yellow = multi-project conflict." |
| }, |
| { |
| "title": "Resource Allocation Fields", |
| "module": "Planning", |
| "content": "Includes Planned Hours in Period, Available Hours in Period, Normal Hours per Day, and Overallocation indicators. Calculations based on calendar and assignment data." |
| }, |
| { |
| "title": "Escalated Rates Functionality", |
| "module": "Planning", |
| "content": "Manage rate changes over time. Future rates activate on defined dates. Editing rates at assignment level disconnects from resource-level rates. Escalated Rates dialog supports manual work reallocation and tracking." |
| }, |
| { |
| "title": "Escalated Rates Overview", |
| "module": "Planning", |
| "content": "Displays all rate changes across the project. Highlights exceptions and helps ensure consistency. Search dropdown filters by resource." |
| }, |
| { |
| "title": "Budget Management via Baseline Variance", |
| "module": "Planning", |
| "content": "Track differences between current and baseline values for Work, Cost, and Fixed Cost. Supports Scope Change requests and budget revisions." |
| }, |
| { |
| "title": "Using Budget Resources", |
| "module": "Planning", |
| "content": "Assign Budget resources to activities. Balancing methods: Field-Driven (multiple budget resources, category-based balancing) and Simple (single budget resource). Budget resources burn down as real resources are assigned." |
| }, |
| { |
| "title": "Budget Resource Setup", |
| "module": "Planning", |
| "content": "Create budget resources like generic ones. Enable the 'Budget Resource' column in Resources view and check the box for the resource. Assign to activities to track budgeted work and cost." |
| }, |
| { |
| "title": "Budget Balancing Methods", |
| "module": "Planning", |
| "content": "Simple: one budget resource per activity, balanced by actual work. Field-Driven: balances based on a markup field like Resource Name or Category. Disabled: turns off budget balancing." |
| }, |
| { |
| "title": "Burning Out Budget Resources", |
| "module": "Planning", |
| "content": "Real resource assignments reduce budget resource values. When actual + remaining work exceeds budget, budget assignment drops to zero. Track overruns via Baseline Variance fields." |
| }, |
| { |
| "title": "Baseline Variance Calculations", |
| "module": "Planning", |
| "content": "Assignment and activity level formulas: Work: `Current Work - Baseline Work`, Cost: `Current Cost - Baseline Cost`, Fixed Cost: `Current Fixed Cost - Baseline Fixed Cost`" |
| }, |
| { |
| "title": "Scope Changes Workflow", |
| "module": "Planning", |
| "content": "Use Scope Changes view to review budget vs current values. Fill Variation Request fields manually or via Auto Fill dialog. Status field updates to Pending, Approved, Rejected, or Closed." |
| }, |
| { |
| "title": "Auto-Fill Variation Requests", |
| "module": "Planning", |
| "content": "Automatically populate Variation Request Work fields using Baseline Variance values. Options to apply to entire project or selected tasks, and filter by request status." |
| }, |
| { |
| "title": "Approving Scope Changes", |
| "module": "Planning", |
| "content": "Set Variation Request Status to Approved, Rejected, Pending, or Closed. Status rolls up/down between summary and task levels. Approved changes are ready for integration." |
| }, |
| { |
| "title": "Integrating Scope Changes", |
| "module": "Planning", |
| "content": "Use 'Integrate Scope Changes' dialog to update baseline. Options: Entire project or selected tasks, Keep % complete or Earned Value, Re-baseline or reset baseline depending on task status" |
| }, |
| { |
| "title": "Tracking View Overview", |
| "module": "Tracking", |
| "content": "Update progress manually or via Time Reporting. Fields include Actual Work, Remaining Work, Percent Complete (Work/Cost), Actual Start/Finish, and Status Date." |
| }, |
| { |
| "title": "Tracking View Bar Styles", |
| "module": "Tracking", |
| "content": "Includes styles for Current, Critical, Complete, Forecast, Summary, Elapsed Time, Baseline, Progress, Milestones, and Deadlines. Used for visualizing progress and status." |
| }, |
| { |
| "title": "Progress Information Fields", |
| "module": "Tracking", |
| "content": "Editable fields: Status Date, Actual Work, Remaining Work, Percent Complete (Work/Cost), Actual Start/Finish, Calculations supported for % Complete and Remaining Work." |
| }, |
| { |
| "title": "Setting Status Date", |
| "module": "Tracking", |
| "content": "Allows users to view and register progress as of a specific date. Status Date affects all progress calculations and can be changed via calendar control." |
| }, |
| { |
| "title": "Update to/from Time Reporting", |
| "module": "Tracking", |
| "content": "Imports approved timesheet hours into Actual Work and Remaining Work fields. Requires 'Enable import from timesheets' in Project Calculation Options. Schedule updates depend on manual or automatic progress settings." |
| }, |
| { |
| "title": "Save Project Status", |
| "module": "Tracking", |
| "content": "Stores complete project data for reporting and historical analysis. Options include saving, clearing, or cleaning status dates. Accessible via Save Project Status button." |
| }, |
| { |
| "title": "Update to Forecast Dates", |
| "module": "Tracking", |
| "content": "Reschedules current start/finish dates to forecast dates. Useful when time lag between actual and forecast is not needed." |
| }, |
| { |
| "title": "Auto Progress to Status Date", |
| "module": "Tracking", |
| "content": "Updates % Complete to planned value based on status date. Optionally updates Actual Work. Behavior depends on Project Calculation Options." |
| }, |
| { |
| "title": "Manual Progress Registration", |
| "module": "Tracking", |
| "content": "Users manually enter Actual Work, Remaining Work, % Complete, and Actual Start/Finish. Recommended workflow: set status date → register actuals → update % complete → analyze → save status." |
| }, |
| { |
| "title": "Updating Fixed Costs", |
| "module": "Tracking", |
| "content": "Manual entry of Actual and Remaining Fixed Cost. If Remaining Fixed Cost is not entered, Adrega PI calculates it automatically. Calculated fields can also be used." |
| }, |
| { |
| "title": "Importing Progress from Excel", |
| "module": "Tracking", |
| "content": "Uses Excel import wizard and templates to update actuals, % complete, and assignments. Supports both updating existing projects and creating new ones." |
| }, |
| { |
| "title": "Progress Update Logic from Timesheets", |
| "module": "Tracking", |
| "content": "Behavior varies based on manual vs automatic progress settings. Includes rules for setting Actual Start/Finish, Duration, and % Complete. Handles edge cases like zero remaining work and early finish dates." |
| }, |
| { |
| "title": "Analyze Project Status", |
| "module": "Tracking", |
| "content": "After updating progress, users should review forecast dates, adjust resources or durations, and ensure baseline alignment. Analysis is key to maintaining planned finish dates." |
| }, |
| { |
| "title": "Forecast Plan Analysis", |
| "module": "Tracking", |
| "content": "Forecasts are calculated using actual work, remaining work, and percent progress. Remaining duration is derived from percent complete × duration (current or baseline). Forecasts adjust based on constraints and status date. Prognosis fields include start/finish dates, durability, actual cost, and actual work." |
| }, |
| { |
| "title": "Forecast Visualization", |
| "module": "Tracking", |
| "content": "Forecast bars appear in green in the Gantt pane. Graphical reports show current (blue), baseline (black), actual (red), and forecast (green) work. S-curve reports visualize delays or overachievement against baseline." |
| }, |
| { |
| "title": "Earned Value Analysis", |
| "module": "Tracking", |
| "content": "Earned value = % complete × baseline or current plan. Fields include earned value cost, planned value work/cost, planned progress, progress dates, CPI/SPI (hours/cost), and TCPI (hours/cost). Values >1 indicate efficiency; <1 indicate inefficiency." |
| }, |
| { |
| "title": "Earned Value Visualization", |
| "module": "Tracking", |
| "content": "Graphical reports show baseline (black), actual (red), earned value (yellow), and planned value (blue). Trend charts for CPI/SPI reveal productivity over time. Negative trends indicate delays and inefficiencies." |
| }, |
| { |
| "title": "Stepped Status Line", |
| "module": "Tracking", |
| "content": "Right-click in Gantt table to enable. Options: None, Work, Cost, Both. Displays stepped line based on % complete. Left = behind schedule, Right = ahead. Not saved with project; visible in printed views." |
| }, |
| { |
| "title": "Project Analysis Page", |
| "module": "Planning", |
| "content": "Customizable dashboard with Gantt chart, WBS filter, Tree Map, Compact Timeline, and more. Rearranged via drag-and-drop layout controls. Supports multiple views and component tabs." |
| }, |
| { |
| "title": "Tree Map and Compact Timeline", |
| "module": "Planning", |
| "content": "Tree Map sizes activities/summaries by criteria (e.g., cost, duration). Compact Timeline condenses overlapping activities into minimal lines for high-density visualization." |
| }, |
| { |
| "title": "Gantt Print and Export Tools", |
| "module": "Planning", |
| "content": "Includes Print, Print Preview, Export Graphics (.PNG), Export Excel (.XLSX), PDF Export, and JSON Data export. Print Settings allow page setup, headers/footers, and date intervals." |
| }, |
| { |
| "title": "Barstyle Editing and Layout Management", |
| "module": "Planning", |
| "content": "Edit barstyles from templates. Save/load screen layouts. Zoom controls include zoom in/out, zoom to task, and zoom to fit. Layout rearrangement uses drag-and-drop with directional arrows." |
| }, |
| { |
| "title": "Component Layout and Tab Management", |
| "module": "UI Customization", |
| "content": "Drag components to dock as tabs or float them independently—even on separate screens. Save/load layout setups for personalized workspace configurations." |
| }, |
| { |
| "title": "Timesheet Approval", |
| "module": "Approve", |
| "content": "Approve hours via Desktop or Web. Web offers regular and quick approve pages. Desktop includes full control suite: approve all, change status, export, undo, and substitute approver." |
| }, |
| { |
| "title": "Approve Module Controls", |
| "module": "Approve", |
| "content": "Includes print/export tools, save/undo, view management, column editing, grouping levels, pending timesheet selector, and calendar-based period selection." |
| }, |
| { |
| "title": "Resources Capacity View", |
| "module": "Resources", |
| "content": "Displays user and generic resource load across projects. View-only mode with filters, grouping, zoom, row height, and sort controls. Highlights overallocation and supports Gantt customization." |
| }, |
| { |
| "title": "Assignment Filters", |
| "module": "Resources", |
| "content": "Context menu filters for generic resources, user names, active projects, and all resources. Predefined filters like 'View All' override project status filters." |
| }, |
| { |
| "title": "Resource Bar Colors", |
| "module": "Resources", |
| "content": "Green = user assignments, light brown = generic resources, grey = completed tasks. Visual cues enhance clarity in Gantt views." |
| }, |
| { |
| "title": "Account Settings and Login Menu", |
| "module": "User Preferences", |
| "content": "Edit profile image, login name, email, password, default start page, date format, and dashboard settings. Login menu includes planning launch and logout options." |
| }, |
| { |
| "title": "Customizing Views (Original Method)", |
| "module": "View Management", |
| "content": "Save/load named views, reorder columns, edit field names, and manage visibility. Temporary views marked with '*'. Predefined views are locked." |
| }, |
| { |
| "title": "Managing Views", |
| "module": "View Management", |
| "content": "Create, edit, copy, delete, and set default views. Steps include field selection, bar style formatting, filtering/grouping, activity detail inclusion, Gantt settings, and naming/sharing options." |
| }, |
| { |
| "title": "Default View Hierarchy", |
| "module": "View Management", |
| "content": "Default views can be set by user, project manager, or client admin. System view used if none are set. Changes persist across sessions." |
| }, |
| { |
| "title": "Customizing Views (New Method)", |
| "module": "View Management", |
| "content": "Introduced in v5.0. Allows column insertion, grouping, filtering, and quicksave/quickload. Named views can be saved and reused." |
| }, |
| { |
| "title": "Quickload and View Restoration", |
| "module": "View Management", |
| "content": "Use the quickload button to restore last saved settings. Views retain filters, sorts, and groups when reopening a project." |
| }, |
| { |
| "title": "Sharing Views", |
| "module": "View Management", |
| "content": "Share views via the Share View dialog. Only views created by the user are shareable. Options include Shared and Editable. Admins can set shared views as default for new users." |
| }, |
| { |
| "title": "Export Graphics", |
| "module": "Reporting", |
| "content": "Capture screen previews and save as image files for documentation or email reports. Only the previewed page is captured; repeat for multi-page reports." |
| }, |
| { |
| "title": "Filtering Views (Original)", |
| "module": "View Management", |
| "content": "Advanced multi-level filtering across projects. Supports up to three user-defined levels with AND/OR logic. Filters can be saved and reused. Totals recalculate based on filtered data." |
| }, |
| { |
| "title": "Filtering Views (HTML5 Version)", |
| "module": "View Management", |
| "content": "Simplified column-based filtering via icons. Supports up to two arguments per filter. Active filters indicated by icon color." |
| }, |
| { |
| "title": "Grouping Views (Original)", |
| "module": "View Management", |
| "content": "Group by any field, including all 30 Activity text fields. Multi-level grouping with custom names and color-coded levels. Group names can appear in reports even if fields are hidden." |
| }, |
| { |
| "title": "Grouping Views (HTML5 Version)", |
| "module": "View Management", |
| "content": "Drag-and-drop column headers into grouping row. Supports multiple visible columns. Summaries shown per group and for entire table." |
| }, |
| { |
| "title": "Column Management (Original)", |
| "module": "View Management", |
| "content": "Right-click to edit columns. Add/remove/reorder fields. Rename columns per view. Use dialog to select from available fields." |
| }, |
| { |
| "title": "Column Management (HTML5 Version)", |
| "module": "View Management", |
| "content": "Drag-and-drop columns between tables. Customize title, width, path, and formatting. Quick search and full database field visibility supported." |
| }, |
| { |
| "title": "Search Over Views", |
| "module": "View Management", |
| "content": "Search via toolbar icon or Ctrl+F. Supports criteria like Contains, Starts With, Match Case. Highlight or filter matching records. Filters applied this way are not editable via More Filters." |
| }, |
| { |
| "title": "Find and Replace Dialog", |
| "module": "Search", |
| "content": "Supports filtering views by search criteria and replacing text strings. Ctrl+F opens Find; Ctrl+H opens Replace. Filters applied via Find are not editable through More Filters." |
| }, |
| { |
| "title": "Activity Fields", |
| "module": "Planning", |
| "content": "Includes Activity Code, Name, UID, Duration 1–10, Start/Finish 1–10, Text 1–30, Number 1–30, and Graphical indicators. Used for scheduling, labeling, and visual status." |
| }, |
| { |
| "title": "Actuals", |
| "module": "Tracking", |
| "content": "Fields include Actual Cost, Duration, Start/Finish Dates, Fixed Cost, Work, and Work Cost. Calculated from time reporting and project settings." |
| }, |
| { |
| "title": "Administrative Work", |
| "module": "Reporting", |
| "content": "Tracks hours marked as administrative. Excluded from Resource Invoice Index calculations." |
| }, |
| { |
| "title": "Assignment Fields", |
| "module": "Resources", |
| "content": "Includes Assigned Hours per Day, Assignment Code, Assignment Work Total, and Availability %. Used for resource planning and load analysis." |
| }, |
| { |
| "title": "Baseline Fields", |
| "module": "Planning/Reporting", |
| "content": "Covers Baseline Cost, Duration, Start/Finish Dates, Fixed Cost, Work, Work Cost, and Variance fields. Graphical indicators available for Number and CPI fields." |
| }, |
| { |
| "title": "Budget Fields", |
| "module": "Reporting", |
| "content": "Includes Budget at Completion (Cost, Fixed Cost, Work, Work Cost), Budget Start/Finish, and Budget Resource flag." |
| }, |
| { |
| "title": "Change Tracking Fields", |
| "module": "Reporting", |
| "content": "Tracks changes in cost, work, and fixed cost across periods and total baseline shifts. Includes Change in Period and Change Total fields." |
| }, |
| { |
| "title": "Cost Performance Index", |
| "module": "Reporting", |
| "content": "CPI (Cost and Work) calculated as earned value ÷ actual value. Graphical smiley indicators show performance status." |
| }, |
| { |
| "title": "Current Fields", |
| "module": "Planning", |
| "content": "Includes Current Cost, Duration, Start/Finish Dates, and Baseline Totals. Used for real-time project tracking." |
| }, |
| { |
| "title": "Miscellaneous Fields", |
| "module": "Various", |
| "content": "Includes Category, Company, Comment, Completion Date, Complete to Status Date, Capacity in Period. Used for metadata and scheduling logic." |
| }, |
| { |
| "title": "Current Plan Fields", |
| "module": "Planning", |
| "content": "Includes Current Fixed Cost, Percent Cost, Percent Work, Start Date, Work, Work Cost. These reflect planned values based on status date and project settings." |
| }, |
| { |
| "title": "Deadline Fields", |
| "module": "Planning", |
| "content": "Deadline Start/Finish and their Status fields indicate schedule alignment (On Schedule, Early, Late). Used for constraint tracking." |
| }, |
| { |
| "title": "Earned Value Fields", |
| "module": "Reporting", |
| "content": "Includes Earned Fixed Cost, Earned Value Cost, Earned Value Work, Earned Work Cost. Calculated using baseline or current values × % complete." |
| }, |
| { |
| "title": "Forecast Fields", |
| "module": "Reporting", |
| "content": "Includes Forecast Actual Cost, Fixed Cost, Work, Work Cost, Duration Cost/Work, Earned Cost/Work/Fixed Cost, Start/Finish Dates. Used to draw curves and estimate completion metrics." |
| }, |
| { |
| "title": "Baseline Comparison Fields", |
| "module": "Reporting", |
| "content": "Initial Baseline Cost, Fixed Cost, Work, Work Cost reflect values at first status date. Original Plan fields include Cost, Duration, Start/Finish, Work, and graphical indicators." |
| }, |
| { |
| "title": "Late Schedule Fields", |
| "module": "Reporting", |
| "content": "Late Start/Finish Dates, Late Cost, Fixed Cost, Work, Work Cost. Used to visualize delays and cost implications." |
| }, |
| { |
| "title": "Resource Fields", |
| "module": "Resources", |
| "content": "Includes Hours Per Day, Normal Hours, Linked, Overallocated (graphical and %), Availability. Used for load balancing and calendar setup." |
| }, |
| { |
| "title": "Project Metadata Fields", |
| "module": "Projects", |
| "content": "Includes Last Saved, Last Saved By, Locked, Locked By, Manager Name. Tracks project ownership and status." |
| }, |
| { |
| "title": "Administrative Tracking", |
| "module": "Reporting", |
| "content": "Tracks Administrative vs Non-Administrative Hours. Impacts invoice calculations and resource reporting." |
| }, |
| { |
| "title": "Percent Complete Metrics", |
| "module": "Tracking", |
| "content": "Includes Percent Complete Cost, Fixed Cost, Work, and Method. Calculated manually or automatically based on project settings." |
| }, |
| { |
| "title": "Progress and Completion Metrics", |
| "module": "Tracking", |
| "content": "Includes Percent Complete Work, Progress Date Cost/Work, Planned Percent Cost/Work, and To Complete Performance Index (TCPI) for both cost and work. TCPI formulas help estimate required productivity to meet planned targets." |
| }, |
| { |
| "title": "Planned Value and Cost Fields", |
| "module": "Reporting", |
| "content": "Includes Planned Cost Rate 1/2, Planned Fixed Cost, Planned Value Cost/Work, Planned Work Cost. These fields reflect expected values by status date and depend on earned value settings." |
| }, |
| { |
| "title": "Resource Planning and Indexes", |
| "module": "Resources", |
| "content": "Includes Resource Capacity Cost/Work, Resource Invoice Index, Resource Work Index, Unit, Rate/Rate 2, Preferred User, Resource Name/Text 1–5. These support load balancing, cost tracking, and user assignment." |
| }, |
| { |
| "title": "Schedule Performance and Variance", |
| "module": "Reporting", |
| "content": "Includes Schedule Performance Index (SPI) for cost/work, graphical smiley indicators, Schedule Variance Start/Finish, Total Float. SPI values >1 indicate efficiency; <1 indicate delays." |
| }, |
| { |
| "title": "Fixed Cost Register Fields", |
| "module": "Budget/Tracking", |
| "content": "Includes Register Date 1–5, Register Number 1–10, Register Original Number 1–20, Register Baseline Number 1–20, Register Text 1–10. Used for tracking and summing fixed cost data." |
| }, |
| { |
| "title": "Remaining Work and Cost Fields", |
| "module": "Tracking", |
| "content": "Includes Remaining Cost, Duration, Fixed Cost, Work, Work Cost. Calculated using actuals and current plan values." |
| }, |
| { |
| "title": "Project Metadata", |
| "module": "Projects", |
| "content": "Includes Project Code, Name, Status, User Code, User Name, User Name/Preferred User. Used for identification and access control." |
| }, |
| { |
| "title": "Activity Relationships", |
| "module": "Planning", |
| "content": "Includes Predecessors, Successors. Codes like '5SS+10' define link type and lag. Multiple links separated by commas." |
| }, |
| { |
| "title": "Variance Fields", |
| "module": "Reporting", |
| "content": "Includes Variance Current–Baseline Fixed Cost, Duration Baseline/Original, Start/Finish Baseline/Original. These measure deviation from plans." |
| }, |
| { |
| "title": "Time Reporting", |
| "module": "Time Reporting", |
| "content": "Includes Time Category. Drop-down list of categories defined in Administration module." |
| }, |
| { |
| "title": "Variation Request", |
| "module": "Reporting", |
| "content": "Includes Variation Request Approved Cost. Summarizes approved cost changes for tasks or summaries." |
| }, |
| { |
| "title": "Variation Request Fields", |
| "module": "Reporting", |
| "content": "Includes Approved, Pending, Rejected values for Cost, Fixed Cost, Work, and Work Cost. Each field summarizes assignment-level requests based on status. Variation Request Status field tracks lifecycle: No Request, Pending, Approved, Rejected, Closed." |
| }, |
| { |
| "title": "WBS Field", |
| "module": "Planning", |
| "content": "Work Breakdown Structure assigns a unique hierarchical number to each activity, defining its position in the project structure." |
| }, |
| { |
| "title": "What's New in Adrega PI 3.6 and 3.5", |
| "module": "System Updates", |
| "content": "Highlights include redesigned UI, enhanced planning trace dialog, flexible resource import, graphical resource S-curve reports, numeric field expansion (30 total), baseline/original number fields, auto progress to status date, improved link editing, XML export/import, and Excel integration." |
| }, |
| { |
| "title": "Progress Field Definitions", |
| "module": "Tracking", |
| "content": "Editable fields include Status Date, Actual Work, Remaining Work, Percent Complete (Work/Cost), Actual Start/Finish. Calculations supported for Remaining Work and Percent Complete formulas." |
| }, |
| { |
| "title": "Tabular Report Display Options", |
| "module": "Reporting", |
| "content": "Customize period, label format, value scaling (10/100/1000), orientation (columns/rows), and drill-down navigation using Excel grouping." |
| }, |
| { |
| "title": "Graphical S-Curve Report Options", |
| "module": "Reporting", |
| "content": "Configure period, value scaling, field selection, curve type (S-curve or Histogram), color/pattern customization." |
| }, |
| { |
| "title": "Graphical Resource Report Options", |
| "module": "Reporting", |
| "content": "Group by field, set period and label format, scale values, choose color or black-and-white output." |
| }, |
| { |
| "title": "Saving User-Defined Views", |
| "module": "View Management", |
| "content": "Views can be modified and saved—column order, visibility, layout. Saved views persist across sessions and projects." |
| }, |
| { |
| "title": "Personal Display Settings", |
| "module": "User Preferences", |
| "content": "Customize home page, start page, date format (e.g., 'd. MMMM yy - hh:mm'), and displayed elements like assignments, timesheet status, invoice index." |
| }, |
| { |
| "title": "My Opened Tab in Planning", |
| "module": "User Preferences", |
| "content": "Option to auto-open last project when launching Planning module. Useful for frequent project users." |
| }, |
| { |
| "title": "Non-Linear Distribution", |
| "module": "Planning", |
| "content": "Apply distribution curves to work or cost fields. Curves can be predefined or user-defined. Supports assignment-level customization." |
| }, |
| { |
| "title": "Custom Curve Creation", |
| "module": "Planning", |
| "content": "Users can create custom distribution curves by adding periodic values. The 'Prorate' button adjusts values to total 100%. Icons indicate curve type: no icon (linear), red (predefined), blue (custom)." |
| }, |
| { |
| "title": "Microsoft Office Project Report Integration", |
| "module": "Reporting", |
| "content": "Steps include selecting report type, choosing fields, linking Adrega PI and MS Project fields, and naming the template. Users can override default field mappings and include resources/assignments." |
| }, |
| { |
| "title": "Field Groups Overview", |
| "module": "Data Dictionary", |
| "content": "Comprehensive list of Project, Activity, and Resource fields including actuals, baselines, forecasts, earned value, progress, and relationships. Supports graphical indicators and multiple versions (e.g., Start/Finish 1–10)." |
| }, |
| { |
| "title": "Resource Report Filter Settings", |
| "module": "Reporting", |
| "content": "Users can define filters using AND/OR logic, reorder criteria, and enable filter definitions at runtime. Default behavior includes all project data unless filtered." |
| }, |
| { |
| "title": "Client Management", |
| "module": "Administration", |
| "content": "Add/edit/delete clients with fields like Client Code, Name, Status (Active/Inactive), and Default Client. Default/active clients cannot be deleted." |
| }, |
| { |
| "title": "Changing Client Membership", |
| "module": "Administration", |
| "content": "Sysadmins can assign clients to users via the Change Client Membership window. Includes search and selection controls." |
| }, |
| { |
| "title": "Password Management", |
| "module": "User Preferences", |
| "content": "Users can change passwords unless Windows authentication is enforced. Managed via the Home module or Administration > Users view." |
| }, |
| { |
| "title": "Active", |
| "module": "Field Reference", |
| "content": "Resource field. Available in Import Resources, Resource plan and Resource Capacity view. Takes Yes or No value depending on the user Status (Active or Inactive.)" |
| }, |
| { |
| "title": "Activity Code", |
| "module": "Field Reference", |
| "content": "Activity code is a free text field that you may use for attaching a code to an activity." |
| }, |
| { |
| "title": "Activity Duration 1-10", |
| "module": "Field Reference", |
| "content": "The Activity Duration fields are duration type fields. You can fill the duration field manually or use in any date calculation where it needs to calculate a duration." |
| }, |
| { |
| "title": "Activity Finish 1-10", |
| "module": "Field Reference", |
| "content": "Activity finish # is a date field for registration of dates attached to the activity finish date. Last finish date in these fields will be displayed at the summation levels." |
| }, |
| { |
| "title": "Activity Name", |
| "module": "Field Reference", |
| "content": "Activity name is the name registered to describe the delivery of the activity. The text data in the Activity name field can be edited in Planning module via the Activity Information dialog box or in the table pane." |
| }, |
| { |
| "title": "Activity Number 1-30", |
| "module": "Field Reference", |
| "content": "Activity number # is a numeric field for registration of numbers attached to an activity. The sum of all numbers in these fields will be displayed at the summation levels. The numbers can be entered manually or calculated as per the settings specified in Administration, Calculations and Administration, Registers views." |
| }, |
| { |
| "title": "Activity Number 1-30 Graphical", |
| "module": "Field Reference", |
| "content": "Activity Number Graphical field allows you to display green, yellow, or red graphical smiley and set the dependence between smiley color and value of the corresponding Activity Number field." |
| }, |
| { |
| "title": "Activity Start 1-10", |
| "module": "Field Reference", |
| "content": "Activity start # is a date field for registration of dates attached to the activity start date. First start date in these fields will be displayed at the summation levels." |
| }, |
| { |
| "title": "Activity Text 1-30", |
| "module": "Field Reference", |
| "content": "Activity text # is a free text field for registration of text attached to the activity. (Max. 255 characters)." |
| }, |
| { |
| "title": "Activity UID", |
| "module": "Field Reference", |
| "content": "This field is an unique activity number within the project." |
| }, |
| { |
| "title": "Actual Cost", |
| "module": "Field Reference", |
| "content": "Actual cost describes the cost registered as used for an activity. Actual cost for activity is calculated as the sum of actual costs of all activity assignments plus activity fixed cost. For each activity assignment the actual cost value is calculated by the formula: actual work * rate or actual work * rate2 depending on the setting in Project Options, Calculate Cost Values." |
| }, |
| { |
| "title": "Actual Duration", |
| "module": "Field Reference", |
| "content": "Activity field. Actual Duration field shows the duration calculated relatively to status date or percent complete (work). Actual Duration field is calculated by formula:\na. If Status Date is set Actual Duration = Status Date - Current Start Date\nb. If Status Date is not set Actual Duration = (Current Finish Date - Current Start Date) * Percent Complete Work" |
| }, |
| { |
| "title": "Actual Finish Date", |
| "module": "Field Reference", |
| "content": "Actual finish describes the date an activity is finished." |
| }, |
| { |
| "title": "Actual Fixed Cost", |
| "module": "Field Reference", |
| "content": "Actual fixed cost describes the registered accumulated cost of an activity independently of hours spent." |
| }, |
| { |
| "title": "Actual Start Date", |
| "module": "Field Reference", |
| "content": "Actual start describes the date an activity started. A value can be registered for historical analysis or presentation of Gantt chart." |
| }, |
| { |
| "title": "Actual Work", |
| "module": "Field Reference", |
| "content": "Actual work describes the number of hours (work) registered as used for an activity. The hours (work) can be registered manually or be imported from the Time Reporting module." |
| }, |
| { |
| "title": "Actual Work Cost", |
| "module": "Field Reference", |
| "content": "The field represent actual costs on wages and salaries of all employees, i.e. work-only part of the actual project cost. The formula for field value calculation:\nActual Work Cost = Actual Cost – Actual Fixed Cost" |
| }, |
| { |
| "title": "Administrative hours", |
| "module": "Field Reference", |
| "content": "This field is only available in Reporting module. Administrative hours field displays the work that was spent for administrative purposes. The work is registered as administrative when the entire project or particular activity has the Administrative Work option selected. The hours registered as administrative are not taken into consideration when calculating the Resource Invoice Index." |
| }, |
| { |
| "title": "Administrative Work", |
| "module": "Field Reference", |
| "content": "Administrative Work is the option that can be selected for the entire project or particular activity, so the working hours spent in this project or activity are registered as Administrative hours." |
| }, |
| { |
| "title": "Assigned Hours per Day", |
| "module": "Field Reference", |
| "content": "This field appears in Resource Overallocation dialog box and displays the number of work hours that resource is actually assigned in each task in the selected period of time." |
| }, |
| { |
| "title": "Assignment Code", |
| "module": "Field Reference", |
| "content": "This is a free text field. It is a selectable column value in the Activity details pane for assignments. This field can be selected in the Reporting module." |
| }, |
| { |
| "title": "Assignment Work Total", |
| "module": "Field Reference", |
| "content": "Resource field. Shows planned work for not linked generic resources. For each selected project this is the total value of all assignments the generic not linked resource has been assigned to." |
| }, |
| { |
| "title": "Availability % Assignment Work", |
| "module": "Field Reference", |
| "content": "Resource field. Shows the % availability the user has when compared to Assignment Work Total if they were linked to all the Unlinked Generic Assignments they match with." |
| }, |
| { |
| "title": "Baseline Cost", |
| "module": "Field Reference", |
| "content": "Baseline cost is the cost in the current cost field when the baseline plan was set." |
| }, |
| { |
| "title": "Baseline Duration", |
| "module": "Field Reference", |
| "content": "Baseline duration is the duration in the current duration field when the baseline plan was set." |
| }, |
| { |
| "title": "Baseline Finish Date", |
| "module": "Field Reference", |
| "content": "Baseline finish is the date in the current finish date field when the baseline plan was set." |
| }, |
| { |
| "title": "Baseline Fixed Cost", |
| "module": "Field Reference", |
| "content": "Baseline fixed cost is the cost in the fixed cost field when the baseline plan was set." |
| }, |
| { |
| "title": "Baseline Number 1-30", |
| "module": "Field Reference", |
| "content": "Baseline Number field is the value in Activity Number field when baseline plan was set." |
| }, |
| { |
| "title": "Baseline Number 1-30 Graphical", |
| "module": "Field Reference", |
| "content": "Baseline Number Graphical field allows you to display green, yellow, or red graphical smiley and set the dependence between smiley color and value of the corresponding Baseline Number field." |
| }, |
| { |
| "title": "Baseline Percent Cost", |
| "module": "Field Reference", |
| "content": "Baseline percent (cost) displays expected cost based progress according to baseline plan. The value is only available in the Reporting module." |
| }, |
| { |
| "title": "Baseline Percent Work", |
| "module": "Field Reference", |
| "content": "Baseline percent (hours) displays expected hourly progress according to baseline plan. The value is only available in the Reporting module." |
| }, |
| { |
| "title": "Baseline Start Date", |
| "module": "Field Reference", |
| "content": "Baseline start is the date in the current start date field when the baseline plan was set." |
| }, |
| { |
| "title": "Baseline Variance Cost", |
| "module": "Field Reference", |
| "content": "Baseline Variance Cost field displays the difference between current and baseline cost values for activity and assignment fields. The filed value is calculated by formula:\nBaseline Variance Cost = Current Cost– Baseline Cost" |
| }, |
| { |
| "title": "Baseline Variance Fixed Cost", |
| "module": "Field Reference", |
| "content": "The following calculation will be used only when project is set to rollup fixed cost register from register number fields instead of built-in fixed cost fields.\nThe field value is calculated by the formula:\nBaseline Variance Fixed Cost= Current Fixed Cost – Baseline Fixed Cost" |
| }, |
| { |
| "title": "Baseline Variance Work", |
| "module": "Field Reference", |
| "content": "Baseline Variation Work field displays the difference between current and baseline work values for activity and assignment fields. The field value is calculated by formula:\nBaseline Variance Work= Current Work – Baseline Work" |
| }, |
| { |
| "title": "Baseline Variance Work Cost", |
| "module": "Field Reference", |
| "content": "Baseline Variation Work Cost field displays the difference between current and baseline work cost values for activity and assignment fields. The field value is calculated by formula:\nBaseline Variance Work Cost= Current Work Cost – Baseline Work Cost" |
| }, |
| { |
| "title": "Baseline Work", |
| "module": "Field Reference", |
| "content": "Baseline work is the number of hours in the current work field when the baseline plan was set." |
| }, |
| { |
| "title": "Baseline Work Cost", |
| "module": "Field Reference", |
| "content": "Baseline work cost is the value in Work Cost field when the baseline plan was set." |
| }, |
| { |
| "title": "Budget at Completion Cost", |
| "module": "Field Reference", |
| "content": "Total cost for all project tasks. The Budget at Completion Cost field is only accessible in the Reporting module." |
| }, |
| { |
| "title": "Budget at Completion Fixed Cost", |
| "module": "Field Reference", |
| "content": "Total fixed cost for all project tasks. The Budget at Completion Fixed Cost field is only accessible in the Reporting module." |
| }, |
| { |
| "title": "Budget at Completion Work", |
| "module": "Field Reference", |
| "content": "Total work for all project task. The Budget at Completion Work field is only accessible in the Reporting module." |
| }, |
| { |
| "title": "Budget at Completion Work Cost", |
| "module": "Field Reference", |
| "content": "Total work for all project task. The Budget at Completion Work field is only accessible in the Reporting module." |
| }, |
| { |
| "title": "Budget Finish", |
| "module": "Field Reference", |
| "content": "Budget Finish is the same that Current Finish Date or Baseline Finish Date depending on selected Calculate Earned Values based on project option." |
| }, |
| { |
| "title": "Budget Resource", |
| "module": "Field Reference", |
| "content": "Resource field that takes Yes or No values and indicates whether the resource is Budget or not. Budget resource stores activity budget value and can be balanced by assigning real resources to the activity." |
| }, |
| { |
| "title": "Budget Start", |
| "module": "Field Reference", |
| "content": "Budget Start is the same that Current Start Date or Baseline Start Date depending on selected Calculate Earned Values based on project option." |
| }, |
| { |
| "title": "Capacity in Period", |
| "module": "Field Reference", |
| "content": "Resource field. This field is available in resource views and displays resource's potential working time per resource calendar." |
| }, |
| { |
| "title": "Category", |
| "module": "Field Reference", |
| "content": "Project field. This is a project option specified when creating a project. The field is available in Projects view." |
| }, |
| { |
| "title": "Change in Period Cost", |
| "module": "Field Reference", |
| "content": "This field is only listed in Reports. Change in Period Cost displays the difference between latest revision and earliest revision that occurred in the report period." |
| }, |
| { |
| "title": "Change in Period Fixed Cost", |
| "module": "Field Reference", |
| "content": "This field is only listed in Reports. Change in Period Fixed Cost displays the difference between latest revision and earliest revision that occurred in the report period." |
| }, |
| { |
| "title": "Change in Period Work", |
| "module": "Field Reference", |
| "content": "This field is only listed in Reports. Change in Period Work displays the difference between latest revision and earliest revision that occurred in the report period." |
| }, |
| { |
| "title": "Change in Period Work Cost", |
| "module": "Field Reference", |
| "content": "This field is only listed in Reports. Change in Period Work Cost displays the difference between latest revision and earliest revision that occurred in the report period." |
| }, |
| { |
| "title": "Change Total Cost", |
| "module": "Field Reference", |
| "content": "This field is only listed in Reports. Change Total Cost displays the difference between initial and current baseline values, so the value is calculated as:\nChange Total Cost = Initial Baseline Cost - Current Baseline Total Cost." |
| }, |
| { |
| "title": "Change Total Fixed Cost", |
| "module": "Field Reference", |
| "content": "This field is only listed in Reports. Change Total Fixed Cost displays the difference between initial and current baseline values, so the value is calculated as:\nChange Total Fixed Cost = Initial Baseline Fixed Cost - Current Baseline Total Fixed Cost." |
| }, |
| { |
| "title": "Change Total Work", |
| "module": "Field Reference", |
| "content": "This field is only listed in Reports. Change Total Work displays the difference between initial and current baseline values, so the value is calculated as:\nChange Total Work = Initial Baseline Work - Current Baseline Total Work." |
| }, |
| { |
| "title": "Change Total Work Cost", |
| "module": "Field Reference", |
| "content": "This field is only listed in Reports. Change Total Work Cost displays the difference between initial and current baseline values, so the value is calculated as:\nChange Total Work Cost = Initial Baseline Work Cost- Current Baseline Total Work Cost." |
| }, |
| { |
| "title": "Comment", |
| "module": "Field Reference", |
| "content": "Resource field. The field may contain any text information. The field is available in Resources and Resource plan views." |
| }, |
| { |
| "title": "Company", |
| "module": "Field Reference", |
| "content": "Project field. This is a project option specified when creating a project. The field is available in Projects view." |
| }, |
| { |
| "title": "Complete to Status Date", |
| "module": "Field Reference", |
| "content": "Activity field. This field is used when creating Elapsed Time bar style to display the activities that have current start and finish dates before the current Status date and must be rescheduled to a Current Status Date or later." |
| }, |
| { |
| "title": "Completion Date", |
| "module": "Field Reference", |
| "content": "When completion is set to 100%, the activity gets a completion date equal to the project status date. The field is only for information." |
| }, |
| { |
| "title": "Cost Performance Index Cost", |
| "module": "Field Reference", |
| "content": "The Cost Performance Index Cost provides an index for the productivity in a project based on cost. The value is calculated by the formula earned value cost / actual value cost. A value greater than 1.0 indicates production greater than planned for each 1 $ used. A value similar to 1.0 indicates production as planned. A value less than 1.0 indicates production less than planned." |
| }, |
| { |
| "title": "Cost Performance Index Graphical Cost", |
| "module": "Field Reference", |
| "content": "Cost Performance Index Graphical Cost field allows you to display green, yellow, or red graphical smiley and set the dependence between smiley color and value of the corresponding Cost Performance Index Cost field." |
| }, |
| { |
| "title": "Cost Performance Index Graphical Work", |
| "module": "Field Reference", |
| "content": "Cost Performance Index Graphical Work field allows you to display green, yellow, or red graphical smiley and set the dependence between smiley color and value of the corresponding Cost Performance Index Work field." |
| }, |
| { |
| "title": "Cost Performance Index Work", |
| "module": "Field Reference", |
| "content": "The Cost Performance Index Work provides an index for the productivity in a project based on hours. The value is calculated by the formula earned value work / actual value work. A value greater than 1.0 indicates production greater than planned for each hour spent. A value similar to 1.0 indicates production as planned. A value less than 1.0 indicates production less than planned." |
| }, |
| { |
| "title": "Current Baseline Total Cost", |
| "module": "Field Reference", |
| "content": "This field only presents in Reports. Current Baseline Total Cost is the baseline total cost value at the last project status date that falls into the specified reporting interval." |
| }, |
| { |
| "title": "Current Baseline Total Fixed Cost", |
| "module": "Field Reference", |
| "content": "This field only presents in Reports. Current Baseline Total Fixed Cost is the baseline total fixed cost value at the last project status date that falls into the specified reporting interval." |
| }, |
| { |
| "title": "Current Baseline Total Work", |
| "module": "Field Reference", |
| "content": "This field only presents in Reports. Current Baseline Total Work is the baseline total work value at the last project status date that falls into the specified reporting interval." |
| }, |
| { |
| "title": "Current Baseline Total Work Cost", |
| "module": "Field Reference", |
| "content": "This field only presents in Reports. Current Baseline Total Work Cost is the baseline total work cost value at the last project status date that falls into the specified reporting interval." |
| }, |
| { |
| "title": "Current Cost", |
| "module": "Field Reference", |
| "content": "Current cost is the planned cost for an activity. In Adrega PI current cost is calculated as the sum of current work of all activity assignments plus activity current fixed cost. For each activity assignment the current cost value is calculated by the formula: current work * rate, or current work * rate2 depending on the setting in Project Options, Calculate Cost Values." |
| }, |
| { |
| "title": "Current Duration", |
| "module": "Field Reference", |
| "content": "Current duration displays number of continuous work days for completing the activity." |
| }, |
| { |
| "title": "Current Finish Date", |
| "module": "Field Reference", |
| "content": "Current finish date is the planned finish date for an activity in the current plan." |
| }, |
| { |
| "title": "Current Fixed Cost", |
| "module": "Field Reference", |
| "content": "Current fixed cost is the planned fixed cost for an activity, i.e. planned accumulated cost of an activity independently of hours spent." |
| }, |
| { |
| "title": "Current Percent Cost", |
| "module": "Field Reference", |
| "content": "Current percent cost displays expected cost based progress by status date according to current plan. The current progress value is only accessible in the Reporting module." |
| }, |
| { |
| "title": "Current Percent Work", |
| "module": "Field Reference", |
| "content": "Current progress work displays expected hourly progress by status date according to current plan. The current progress value is only accessible in the Reporting module." |
| }, |
| { |
| "title": "Current Start Date", |
| "module": "Field Reference", |
| "content": "Current start date is the planned start date for an activity in the current plan." |
| }, |
| { |
| "title": "Current Work", |
| "module": "Field Reference", |
| "content": "Current work is the number of hours planned to complete an activity. In Adrega PI the current work is calculated as the sum of actual work and remaining work or a manually registered value depending on the options depending on the setting in Project Options, Calculate Current Values. When activity has assignments the activity current work is calculated as the sum of the current work of all assignments." |
| }, |
| { |
| "title": "Current Work Cost", |
| "module": "Field Reference", |
| "content": "The field represent current costs on wages and salaries of all employees, i.e. work-only part of the current project cost. The formula for field value calculation:\n\nCurrent Work Cost = Current Cost – Current Fixed Cost." |
| }, |
| { |
| "title": "Deadline Finish", |
| "module": "Field Reference", |
| "content": "The date defined as the last possible finish date for an activity." |
| }, |
| { |
| "title": "Deadline Finish Status", |
| "module": "Field Reference", |
| "content": "This field may display On Schedule, Early, or Late if the activity is on the schedule ahead or behind of finish schedule." |
| }, |
| { |
| "title": "Deadline Start", |
| "module": "Field Reference", |
| "content": "The date defined as the last possible start date for an activity." |
| }, |
| { |
| "title": "Deadline Start Status", |
| "module": "Field Reference", |
| "content": "This field may display On Schedule, Early, or Late if the activity is on the schedule ahead or behind of start." |
| }, |
| { |
| "title": "Default Hours per Day", |
| "module": "Field Reference", |
| "content": "Default hours per day is the working days duration set by default resource calendar." |
| }, |
| { |
| "title": "Earned Calculation", |
| "module": "Field Reference", |
| "content": "Project field. This is an option of calculation earned values (on the base of baseline or current data) specified when creating a project. The field is available in Planning views." |
| }, |
| { |
| "title": "Earned Fixed Cost", |
| "module": "Field Reference", |
| "content": "Earned fixed cost is the value that is calculated by the formula:\n\nEarned Fixed Cost = Current Fixed Cost * % complete, or\n\nEarned Fixed Cost = Baseline Fixed Cost * % complete\n\ndepending on selected Calculate Earned Values based on project option. On the summary level the value is calculated as sum of the lower-level Earned Fixed Cost values." |
| }, |
| { |
| "title": "Earned Value Cost", |
| "module": "Field Reference", |
| "content": "Earned value cost is a calculated value describing money earned from an activity. The value is calculated by the formula:\n\nEarned Value Cost = Earned Work Cost + Earned Fixed Cost\n\nOn the summary level the value is calculated as sum of the Earned Work Cost and Earned Fixed Cost values." |
| }, |
| { |
| "title": "Earned Value Work", |
| "module": "Field Reference", |
| "content": "Earned Value Work is the value describing work (in hours) from an activity. The value is calculated by the formula:\n\nEarned Value Work = Current Work * % complete, or\n\nEarned Value Work = Baseline Work* % complete\n\ndepending on selected Calculate Earned Values based on project option." |
| }, |
| { |
| "title": "Earned Work Cost", |
| "module": "Field Reference", |
| "content": "Earned work cost is the value that is calculated by the formula:\n\nEarned Work Cost = Current Work Cost * % complete, or\n\nEarned Work Cost = Baseline Work Cost * % complete\n\ndepending on selected Calculate Earned Values based on project option. On the summary level the value is calculated as sum of the lower-level Earned Work Cost values." |
| }, |
| { |
| "title": "Expended Work", |
| "module": "Field Reference", |
| "content": "Expended work is the hours registered in the timesheet. This field is available in Reporting module." |
| } |
| ] |
