title stringlengths 5 55 | module stringclasses 21
values | content stringlengths 57 666 |
|---|---|---|
Creating Custom Fields | Administration | Admins can create fields for most entities. Project entity supports multiple types (Text, Number, Graphical, Duration, Date). Others mostly support Category type. |
Editing Field Calculations | Administration | Use formula editor to define dependencies between fields. Supports manual or formula-based logic. Apply to activities, summaries, or both. |
Field Calculation Levels | Administration | 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. |
Fixed Cost Rollup | Administration | Enable rollup from Fixed Cost Register by selecting the register field to sum. Applies to summary-level calculations. |
Formula Validation | Administration | Use Validate button to check syntax. Green frame = valid, red = error. Duration formulas only work at activity level. |
Value Lists for Text Fields | Administration | 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. |
Number Field Spreading Options | Administration | Customize how numeric values spread in reports. Types: Current, Actual/Earned, Remaining, Budget, Linear (user-defined interval), Formula-based. Optionally display as percent. |
Baseline and Original Number Fields | Administration | Store values during baseline/original schedule save. Spread like other curves. No formulas allowed. Always roll up to summaries. |
Graphical Field Configuration | Administration | Configure smiley indicators (green/yellow/red) based on thresholds in numeric or performance fields. Enhances visual reporting. |
Structure Codes (User-defined WBS) | Administration | 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. |
Options View | Administration | 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). |
Resource Assignment Display Options | Administration | 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. |
Launching the Desktop Client | General | 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. |
Browser Setup for ClickOnce | General | 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. |
Planning Module Views | Planning | Views include Projects, Options, Resources, Activities, Budget, Tracking, Scope Changes, and Resource Plan. Use the breadcrumb dropdown to select projects. |
Planning Module Buttons and Controls | Planning | 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 Tr... |
Gantt View Context Menu | Planning | 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, R... |
Printing from Planning Module | Planning | 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. |
Gantt View Zoom and Autofit | Planning | Adjust the time scale for bar resolution. Use Autofit Zoom to compress the entire project into the Gantt pane. |
Print Preview and Page Setup | Planning | Print Preview shows the output before printing. Page Setup allows editing of page size, orientation, headers/footers, print range, and column selection. |
Undo/Redo Functionality | General | 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. |
Projects View Overview | Projects | Displays summary info for all accessible projects. Access depends on user role and project-specific status (manager, guest, etc.). |
Projects View Controls | Projects | 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. |
Project Check-In/Check-Out | Projects | Projects are locked when opened for editing. If disconnected improperly, they remain checked out. Users can force check-in with confirmation. |
Opening Projects | Projects | Single or multiple projects can be opened. Multiple projects open in read-only mode as a Project Group. |
Working with Project Groups | Projects | 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. |
Creating Projects from Files | Projects | Projects can be created from MS Project (.mpp, .mpx, .xml) or updated from Excel (.xlsx). Import Templates guide the process. |
Import Templates Window | Projects | Allows creation, editing, copying, and deletion of import templates for Excel and MS Project. |
Creating Excel Import Templates | Projects | Templates map Excel fields to Adrega PI entities (Activity, Assignment, Fixed Cost, etc.). Key fields identify updates. Supports importing resources and auto-scheduling. |
Creating MS Project Import Templates | Projects | Templates define field mappings for importing MS Project data into Adrega PI. |
Creating MS Project Import Templates | Projects | 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 N... |
Limitations of MS Project Import | Projects | 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. |
Creating New Projects from Scratch | Planning | 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. |
Interface Events | Planning | 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'. |
Project Options Overview | Planning | Options include project name/type, user access rights, calculation methods, timesheet settings, and calendar. Editable from any Planning view via the Options button. |
Project Information Fields | Planning | 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. |
Project Managers and Guests | Planning | Associated managers can update the project; guests can view and generate reports. Selection is done via checkboxes. License and access rights determine availability. |
Report Periods | Planning | Guests must be registered to access reports. Selection is done by moving users between Available and Selected lists. Only pre-registered users appear. |
Project Calculation Options | Planning | 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. |
Budget Balancing Modes | Planning | Three modes: Field-Driven (multiple budget resources with key field for balancing), Simple (single budget resource per activity), and Disabled (Scope Change functions off). |
Fixed Cost Calculation Methods | Planning | Choose between Register Numbers (custom fields) and System Registers (built-in fields) for calculating fixed costs. |
Timesheet Project Options | Planning | Includes import settings, auto-update behavior, schedule updates, and control over assignment remaining work. Approval can be restricted to responsible users. |
Calendar Settings | Planning | 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. |
Project Calculations | Planning | 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. |
Custom Buttons | Planning | 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. |
Activities View Overview | Planning | Core view for managing activities: add/edit/delete, link tasks, assign resources, save baseline. Supports hierarchical structure via indent/outdent. |
Default Fields and Bar Styles | Planning | Fields include ID, WBS, Duration, Start/Finish, Float, etc. Bar styles cover Current, Critical, Summary, Milestone, and Deadlines. |
Activity Details Pane | Planning | Bottom pane shows detailed info for selected activity. Supports resource and fixed cost register editing and Excel export. |
Activity Management | Planning | 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. |
Summary Tasks and Milestones | Planning | Summary tasks aggregate subtasks. Milestones are zero-duration flags. Manual input recommended for % Complete on milestones. |
Deleting, Copying, and Moving Activities | Planning | 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. |
Importing Activities from Excel with WBS | Planning | Paste Excel tables with WBS and task names directly into the Gantt table. Careful WBS structuring is required to maintain hierarchy. |
Activity Details Pane Overview | Planning | 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. |
Activity Details Pane Controls | Planning | Allows deleting resources/costs, moving in the table, exporting to Excel, replacing resources, adding distribution curves, filtering views, and customizing tabs. |
Customizing Activity Details Pane | Planning | Users can reorder tabs, create new ones, rename, append predefined tabs, restore defaults, delete tabs, and save changes or client defaults. |
Activity Information Dialog Box | Planning | 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. |
Hyperlinks | Planning | Add links to local files or URLs via the Hyperlinks tab. Supports editing and deletion. Useful for attaching reference materials to activities. |
Activity Calendars | Planning | 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. |
Constraints | Planning | Supports flexible (ASAP) and fixed constraints (e.g., Start No Earlier Than). Manual date entry triggers constraint changes. Constraints affect scheduling logic. |
Critical Path Method (CPM) | Planning | Defines the sequence of activities that determine the project’s finish date. Critical activities are shown in red; delays impact overall schedule. |
Float | Planning | 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. |
Linking Activities | Planning | Supports four dependency types: Finish-to-Start, Start-to-Start, Finish-to-Finish, Start-to-Finish. Links define scheduling logic and impact critical path. |
Activity Lag | Planning | Supports positive and negative lag values (in days, including decimals) between linked activities. Example: a 10-day delay between concrete pouring and steel erection. |
Creating Links Between Activities | Planning | 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 (+/-). |
Editing Link Types | Planning | 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. |
Customizing Link Styles | Planning | Change visual style of link lines in Gantt view for clarity, especially useful when printing or managing complex dependencies. |
Using Dependent Activities | Planning | 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. |
Working with Distribution Curves | Planning | 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. |
Creating Custom Distribution Curves | Planning | 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. |
Impact of Curves | Planning | Affects fields like Planned Value Work. Enables realistic modeling of uneven work distribution over time, reducing need for multiple activities. |
Formatting Bar Styles | Planning | 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. |
Elapsed Time Bar Style | Planning | Used in Tracking View to highlight activities that need rescheduling due to status date. Displays overlay bar indicating elapsed time since planned start. |
Elapsed Time Bar Style | Planning | 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'. |
Deadline Dates | Planning | 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. |
Trace Dialog Box | Planning | Used to trace connections between planning objects. Shows predecessors/successors, connection type, lag. Allows editing links and navigating workflow impacts. |
User-Defined Fields | Planning | Supports numeric, date, and text fields. Editable per project. Calculated fields appear with admin-defined titles. Non-editable fields are greyed out. |
Activity Duration Fields | Planning | Ten predefined fields (Activity Duration 1–10) for custom duration calculations. Usable in formulas and scheduling logic. |
Activity Number Fields | Planning | Thirty fields for whole or decimal numbers. Aggregated at summary level. Usable in filters, imports, exports, and reports. |
Graphical Fields for Numbers | Planning | Configure smiley indicators (green/yellow/red) based on thresholds for Activity, Baseline, and Original Number fields via Administration module. |
Activity Start/Finish Fields | Planning | Ten fields each for Start and Finish dates. Manual or calendar input. Time format supported. Latest date shown at summary level. |
Activity Text Fields | Planning | Thirty fields with 255-character limit. Supports predefined value lists for consistent coding. Useful for filtering and reporting. |
Resource Text Fields | Planning | Five fields for resource-specific notes. Available in Resources view. |
Work Breakdown Structure (WBS) | Planning | Default WBS auto-numbers tasks hierarchically. Indent/outdent to create summaries. Summary tasks aggregate schedule, work, and cost. WBS levels can be color-highlighted. |
User-Defined WBS (Structure Codes) | Planning | 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. |
Applying User WBS | Planning | 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. |
User-Defined WBS Example | Planning | 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. |
WBS Dictionary | Planning | Provides definitions for each WBS element. Examples include Program Management, Logistics, Technical Management, Systems Development, Communications, Releases, Help Desk, and Operations Support. |
Resources Register | Planning | 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. |
Fixed Cost Register | Planning | 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. |
Importing Fixed Cost from Excel | Planning | 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. |
Calculated Fields | Planning | 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. |
Budget View Overview | Planning | 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. |
Budget View Bar Styles | Planning | Includes styles for Current, Critical, Summary, Milestone, Baseline Milestone, Baseline, and Baseline Summary. Useful for visual clarity and reporting. |
Activity Details Pane in Budget View | Planning | Displays detailed info for selected activity. Supports resource and fixed cost management and Excel export. |
Saving Baseline and Original Plans | Planning | 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. |
Baseline for Remaining Work | Planning | 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. |
Resources View Overview | Planning | Add, delete, and manage resources. Create generic resources, import users, link/re-link resources, replace resources, and analyze workload via Resource Plan view. |
Local vs Imported Resources | Planning | Local (generic) resources are manually added and can be linked to licensed users. Imported users come from the central repository. Icons indicate assignment status. |
Standardizing Generic Resources | Planning | Use Resource Categories (e.g., Skills, Departments) from Administration module to standardize generic resource names. Select from value lists in the Skill column. |
Preferred User Field | Planning | 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). |
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