title stringlengths 5 55 | module stringclasses 21
values | content stringlengths 57 666 |
|---|---|---|
Importing Users as Project Resources | Planning | 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. |
Resource Matching Logic | Planning | Green = already imported. Blue = matching level based on five resource categories + preferred user. 100% match shown when preferred user is defined. |
Assignment Display Options | Planning | Expand assignment/group to show parallel activities. Use filters to display generic resources, linked/unlinked users, or all. Active Projects filter hides closed projects. |
Assignment Profile Pane | Planning | Displays workload as % or Hours/Day. Availability line shows normal daily capacity. Overallocated users appear above the line. Values are project-specific. |
Modifying Resource Rates | Planning | 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. |
Replacing Resources | Planning | 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. |
Resource Plan View | Planning | 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. |
Resource Plan View Enhancements | Planning | 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. |
Resource Bar Colors | Planning | Green = linked user assignment, Light Brown = generic resource, Grey = completed task. Helps distinguish resource types and task status visually. |
Grouping by Resource Categories | Planning | 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. |
Resource Overallocation Detection | Planning | 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. |
Resource Allocation Fields | Planning | Includes Planned Hours in Period, Available Hours in Period, Normal Hours per Day, and Overallocation indicators. Calculations based on calendar and assignment data. |
Escalated Rates Functionality | Planning | 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. |
Escalated Rates Overview | Planning | Displays all rate changes across the project. Highlights exceptions and helps ensure consistency. Search dropdown filters by resource. |
Budget Management via Baseline Variance | Planning | Track differences between current and baseline values for Work, Cost, and Fixed Cost. Supports Scope Change requests and budget revisions. |
Using Budget Resources | Planning | 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. |
Budget Resource Setup | Planning | 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. |
Budget Balancing Methods | Planning | 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. |
Burning Out Budget Resources | Planning | Real resource assignments reduce budget resource values. When actual + remaining work exceeds budget, budget assignment drops to zero. Track overruns via Baseline Variance fields. |
Baseline Variance Calculations | Planning | Assignment and activity level formulas: Work: `Current Work - Baseline Work`, Cost: `Current Cost - Baseline Cost`, Fixed Cost: `Current Fixed Cost - Baseline Fixed Cost` |
Scope Changes Workflow | Planning | 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. |
Auto-Fill Variation Requests | Planning | Automatically populate Variation Request Work fields using Baseline Variance values. Options to apply to entire project or selected tasks, and filter by request status. |
Approving Scope Changes | Planning | 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. |
Integrating Scope Changes | Planning | 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 |
Tracking View Overview | Tracking | Update progress manually or via Time Reporting. Fields include Actual Work, Remaining Work, Percent Complete (Work/Cost), Actual Start/Finish, and Status Date. |
Tracking View Bar Styles | Tracking | Includes styles for Current, Critical, Complete, Forecast, Summary, Elapsed Time, Baseline, Progress, Milestones, and Deadlines. Used for visualizing progress and status. |
Progress Information Fields | Tracking | Editable fields: Status Date, Actual Work, Remaining Work, Percent Complete (Work/Cost), Actual Start/Finish, Calculations supported for % Complete and Remaining Work. |
Setting Status Date | Tracking | 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. |
Update to/from Time Reporting | Tracking | 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. |
Save Project Status | Tracking | Stores complete project data for reporting and historical analysis. Options include saving, clearing, or cleaning status dates. Accessible via Save Project Status button. |
Update to Forecast Dates | Tracking | Reschedules current start/finish dates to forecast dates. Useful when time lag between actual and forecast is not needed. |
Auto Progress to Status Date | Tracking | Updates % Complete to planned value based on status date. Optionally updates Actual Work. Behavior depends on Project Calculation Options. |
Manual Progress Registration | Tracking | Users manually enter Actual Work, Remaining Work, % Complete, and Actual Start/Finish. Recommended workflow: set status date → register actuals → update % complete → analyze → save status. |
Updating Fixed Costs | Tracking | 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. |
Importing Progress from Excel | Tracking | Uses Excel import wizard and templates to update actuals, % complete, and assignments. Supports both updating existing projects and creating new ones. |
Progress Update Logic from Timesheets | Tracking | 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. |
Analyze Project Status | Tracking | After updating progress, users should review forecast dates, adjust resources or durations, and ensure baseline alignment. Analysis is key to maintaining planned finish dates. |
Forecast Plan Analysis | Tracking | 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. |
Forecast Visualization | Tracking | 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. |
Earned Value Analysis | Tracking | 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. |
Earned Value Visualization | Tracking | 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. |
Stepped Status Line | Tracking | 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. |
Project Analysis Page | Planning | 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. |
Tree Map and Compact Timeline | Planning | Tree Map sizes activities/summaries by criteria (e.g., cost, duration). Compact Timeline condenses overlapping activities into minimal lines for high-density visualization. |
Gantt Print and Export Tools | Planning | 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. |
Barstyle Editing and Layout Management | Planning | 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. |
Component Layout and Tab Management | UI Customization | Drag components to dock as tabs or float them independently—even on separate screens. Save/load layout setups for personalized workspace configurations. |
Timesheet Approval | Approve | 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. |
Approve Module Controls | Approve | Includes print/export tools, save/undo, view management, column editing, grouping levels, pending timesheet selector, and calendar-based period selection. |
Resources Capacity View | Resources | 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. |
Assignment Filters | Resources | Context menu filters for generic resources, user names, active projects, and all resources. Predefined filters like 'View All' override project status filters. |
Resource Bar Colors | Resources | Green = user assignments, light brown = generic resources, grey = completed tasks. Visual cues enhance clarity in Gantt views. |
Account Settings and Login Menu | User Preferences | Edit profile image, login name, email, password, default start page, date format, and dashboard settings. Login menu includes planning launch and logout options. |
Customizing Views (Original Method) | View Management | Save/load named views, reorder columns, edit field names, and manage visibility. Temporary views marked with '*'. Predefined views are locked. |
Managing Views | View Management | 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. |
Default View Hierarchy | View Management | Default views can be set by user, project manager, or client admin. System view used if none are set. Changes persist across sessions. |
Customizing Views (New Method) | View Management | Introduced in v5.0. Allows column insertion, grouping, filtering, and quicksave/quickload. Named views can be saved and reused. |
Quickload and View Restoration | View Management | Use the quickload button to restore last saved settings. Views retain filters, sorts, and groups when reopening a project. |
Sharing Views | View Management | 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. |
Export Graphics | Reporting | Capture screen previews and save as image files for documentation or email reports. Only the previewed page is captured; repeat for multi-page reports. |
Filtering Views (Original) | View Management | 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. |
Filtering Views (HTML5 Version) | View Management | Simplified column-based filtering via icons. Supports up to two arguments per filter. Active filters indicated by icon color. |
Grouping Views (Original) | View Management | 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. |
Grouping Views (HTML5 Version) | View Management | Drag-and-drop column headers into grouping row. Supports multiple visible columns. Summaries shown per group and for entire table. |
Column Management (Original) | View Management | Right-click to edit columns. Add/remove/reorder fields. Rename columns per view. Use dialog to select from available fields. |
Column Management (HTML5 Version) | View Management | Drag-and-drop columns between tables. Customize title, width, path, and formatting. Quick search and full database field visibility supported. |
Search Over Views | View Management | 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. |
Find and Replace Dialog | Search | 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. |
Activity Fields | Planning | 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. |
Actuals | Tracking | Fields include Actual Cost, Duration, Start/Finish Dates, Fixed Cost, Work, and Work Cost. Calculated from time reporting and project settings. |
Administrative Work | Reporting | Tracks hours marked as administrative. Excluded from Resource Invoice Index calculations. |
Assignment Fields | Resources | Includes Assigned Hours per Day, Assignment Code, Assignment Work Total, and Availability %. Used for resource planning and load analysis. |
Baseline Fields | Planning/Reporting | Covers Baseline Cost, Duration, Start/Finish Dates, Fixed Cost, Work, Work Cost, and Variance fields. Graphical indicators available for Number and CPI fields. |
Budget Fields | Reporting | Includes Budget at Completion (Cost, Fixed Cost, Work, Work Cost), Budget Start/Finish, and Budget Resource flag. |
Change Tracking Fields | Reporting | Tracks changes in cost, work, and fixed cost across periods and total baseline shifts. Includes Change in Period and Change Total fields. |
Cost Performance Index | Reporting | CPI (Cost and Work) calculated as earned value ÷ actual value. Graphical smiley indicators show performance status. |
Current Fields | Planning | Includes Current Cost, Duration, Start/Finish Dates, and Baseline Totals. Used for real-time project tracking. |
Miscellaneous Fields | Various | Includes Category, Company, Comment, Completion Date, Complete to Status Date, Capacity in Period. Used for metadata and scheduling logic. |
Current Plan Fields | Planning | Includes Current Fixed Cost, Percent Cost, Percent Work, Start Date, Work, Work Cost. These reflect planned values based on status date and project settings. |
Deadline Fields | Planning | Deadline Start/Finish and their Status fields indicate schedule alignment (On Schedule, Early, Late). Used for constraint tracking. |
Earned Value Fields | Reporting | Includes Earned Fixed Cost, Earned Value Cost, Earned Value Work, Earned Work Cost. Calculated using baseline or current values × % complete. |
Forecast Fields | Reporting | 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. |
Baseline Comparison Fields | Reporting | 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. |
Late Schedule Fields | Reporting | Late Start/Finish Dates, Late Cost, Fixed Cost, Work, Work Cost. Used to visualize delays and cost implications. |
Resource Fields | Resources | Includes Hours Per Day, Normal Hours, Linked, Overallocated (graphical and %), Availability. Used for load balancing and calendar setup. |
Project Metadata Fields | Projects | Includes Last Saved, Last Saved By, Locked, Locked By, Manager Name. Tracks project ownership and status. |
Administrative Tracking | Reporting | Tracks Administrative vs Non-Administrative Hours. Impacts invoice calculations and resource reporting. |
Percent Complete Metrics | Tracking | Includes Percent Complete Cost, Fixed Cost, Work, and Method. Calculated manually or automatically based on project settings. |
Progress and Completion Metrics | Tracking | 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. |
Planned Value and Cost Fields | Reporting | 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. |
Resource Planning and Indexes | Resources | 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. |
Schedule Performance and Variance | Reporting | 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. |
Fixed Cost Register Fields | Budget/Tracking | 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. |
Remaining Work and Cost Fields | Tracking | Includes Remaining Cost, Duration, Fixed Cost, Work, Work Cost. Calculated using actuals and current plan values. |
Project Metadata | Projects | Includes Project Code, Name, Status, User Code, User Name, User Name/Preferred User. Used for identification and access control. |
Activity Relationships | Planning | Includes Predecessors, Successors. Codes like '5SS+10' define link type and lag. Multiple links separated by commas. |
Variance Fields | Reporting | Includes Variance Current–Baseline Fixed Cost, Duration Baseline/Original, Start/Finish Baseline/Original. These measure deviation from plans. |
Time Reporting | Time Reporting | Includes Time Category. Drop-down list of categories defined in Administration module. |
Variation Request | Reporting | Includes Variation Request Approved Cost. Summarizes approved cost changes for tasks or summaries. |
Variation Request Fields | Reporting | 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. |
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