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You can filter interface events by specifying the filter criterion Interface task = Yes. |
Timesheet Project Options |
You can specify timesheet project options when creating the project, or change the options for an existing project. |
Timesheet Options (Register Actual and Estimate To Complete Work) |
Enable import from timesheets Actual work and Remaining work are updated by importing from the Time Reporting module. |
Update task schedule on import Select to update the tasks schedule according to the registered actual work. If this option is not selected Adrega PI does not update any schedule information (Start/Finish/Duration) for tasks. |
See Updating Progress Information from Time Reporting for more details about tasks schedule updating. |
Auto-update when opening the project To control transferring of actual work from timesheets automatically when the project is opened. You can select Disabled to turn this function off, Import Approved hours only to transfer only approved work hours and Import All hours to transfer all registered work hours from time... |
Auto Update (ETC) in timesheets based on assignment remaining work when the project is saved Automatically updates the remaining work value for users assignments based on the value entered for remaining work on assignments in Planning. This option removes the need to use the option in Import Time Sheets to manually ... |
Enable updating of assignment remaining work when importing from Timesheet module Option by default stops remaining work on assignments being updated by remaining work values entered in timesheets when timesheets are imported to a project. This option should be used where users and/or approvers of timesheets do not ... |
Timesheet should be approved by responsible user - Timesheets are approved by the user specified as the responsible for the project manager. The name of the responsible user will be displayed in the Substitute Approver list box in the Time Reporting module, Approve view. |
Projects View |
The Projects view displays summary information for all projects that are available to you. The set of projects a user can open and change depends on the following parameters: |
User's role that any user is assigned when registering in Adrega PI (see Adding and Editing Users, Assigning User Roles ) |
User's status in the specific project - project manager, associated manager, or project guest (see Associated Project Managers and Project Guests.) |
The buttons and controls of Projects have the following functions: |
New Project. Click this button to create a project from scratch. |
Open from file. Click this button to create a new project from the MS Project files (.mpp, .mpd, or .mpx formats), or from the .xml format, or update one |
or more projects with the Excel .xlsx file |
Copy Project. Click this button for copying a template project. |
Delete Project. Click to delete the project. Note that a project cannot be deleted if actual hours have been registered in it using the Time Reporting module. |
Check in project. Click this button to remove the checked out project status |
Save Project as XML. Click this button to save the project in XML format. |
Import From Timesheets. Updates the selected project with the timesheet data. |
Hyperlinks. Shows the hyperlinks for the selected project. |
Print Project. Use this button to print the current view. |
Print Preview. Click this button to check what your print job will look like when printed. |
Export Graphics. Use this button to create a screenshot of the current view and save it as a separate file. |
Show/Hide Subtask. Click to hide/expand the grouped activities or projects. |
Search. Lets you perform search over the view to Projects view. |
Export to Excel. Click to export the selected project to the Data Interchange Format (.dif), so you can open the file in Excel. |
Show Level. When a hierarchical structure, grouping or filtering is applied to projects or activities in the table you can use this control to show the selected hierarchy level. |
View. You can use this control to switch between the different sub-views of the Projects view - Projects, Activities, Budget, Tracking and Scope changes. The sub-views have the different columns set in the projects table. To add/remove columns from the table you can right-click and select Edit column |
Note that only the projects that have parent activity are displayed in the Activities, Budget and Tracking sub-views. See Activities view for more details. |
Filter by: Lets you apply filtering to Projects view. |
Use the predefined filters or create your own ones. |
Group by: Lets you apply grouping to Projects view. Use the predefined groups or create your own ones. |
Checking projects in and out |
Adrega PI registers when a project is opened for editing and labels it as Checked Out (Locked). When a project is flagged as Checked out it is impossible for other users to edit the project, however it can be opened in read only mode. If a client is disconnected from the network without first saving and closing the pro... |
To check in the project: |
Select the project in the Projects list, and then click the Check in project button . |
If the project has been checked out by another person or you have checked it out using another PC, you will see a dialogue window asking you to confirm that you do want to check it in. |
If you try to open a project that has been checked out by another person or by yourself but on another computer, an information window will be displayed allowing to cancel opening or opening the project as read only. |
Opening One or Multiple Projects |
In Adrega PI you can open one or multiple existing projects at the same time. Opening a Single Project |
To open a project: |
In the Planning module select Projects. |
In the projects list, highlight the project you wish to open and select Activities, or any other planning view. |
The selected project will be opened in the function window. Opening Multiple Projects |
You can also open multiple projects in read-only mode. |
To open multiple projects: |
Select multiple projects in the Projects view. |
Click Activities or any other planning view. The projects will be loaded as a Project Group in the selected planning view. |
Working with Project Group |
The Save operation cannot be performed for a Project Group, however all standard functionality of Adrega PI is available. In particular you can do the following with the Project Group: |
You can add or remove links from activities or milestones or load all the projects you are responsible for and perform what-if scenarios. You can prioritize when a new project could start or see effect of delays being experienced in already started projects or projects that have not yet started. |
You can apply grouping to activities and projects. For example, when you group for new activity codes you can see activities across all projects using a common set of values (say discipline). |
You can apply filtering to activities and projects. As a sample, you can filter, so only activities set with the engineering discipline code are displayed in the Project Group. In addition, summary values at the Project |
Group level recalculate all numerical values, for example actual and current work for only the items that match the applied filter. |
To support correct scheduling of each project that is loaded into a Gantt view as a Project Group, a summary with the default name Summary Multi-Project Milestones is automatically added in row 2 of the Gantt view (sort set to ID). Inside this summary the Start and Finish milestones are added for each project in the pr... |
You can select whether to show/hide Summary Multi-Project Milestones . In the Table pane, right-click and select the Hide Summary Milestones toggle. |
Summary Multi-Project Milestones are added to ensure that the correct schedule for each project in Project Group is displayed. |
If activities between different projects are linked as part of a what-if scenario, the resulting schedule will be correctly calculated without the need to modify the Multi-Project Start and Finish Milestones. |
One advantage of adding Multi-Project Milestones is that modifying the start date of the milestone will automatically reschedule the corresponding project. For example, if a project that has not yet started needs to move two months to the right, editing the start date of the Multi-Project Start Milestone that is linked... |
Template Projects |
Template projects are the projects that were created under system administrator login. This login is the only one that allows editing and deleting template projects. |
Template projects are visible for all other users in the Projects view, however the Options menu for such project is only available for the system administrator. |
You can distinguish template projects from regular ones by value "Yes" that is displayed in the Project Template column. To add a field to the table, right-click on the top of the table and select Edit Column... Select the desired field from the Fieldnames... list and click Insert. |
? To view only template projects you may create a new filter by Project Template field = Yes. |
To use the template project as a base for your new project, select it in the project list and click the Copy Project button . You will be able to edit the copied project and tailor it to your needs. |
Creating a New Project or update a Project from File |
You can create a new project in Adrega PI by importing a Microsoft Project file. You can also import the project data from an Excel file to update the project data with new actual work data or add new tasks and assignments. |
To create or update Adrega PI project from an existing file: |
In Projects view click the Open from file button . The Select desired operation view opens. |
Select one of the following |
Create a new project from Microsoft Project files (MPP, or MPX formats), or from the XML format. Importing a Project file will always create a new project. You can import 2003/2007/2010 Microsoft Project files in XML format. |
Create a new project from Primavera P6 XML or zip file |
Create a new project using a Primavera P6 Web Service. In order to do this, we need to configure the installation with information about the webservice. |
Update the selected project using a Primavera P6 XML or Zip file. This will allow you to compare with the stored version or update the selected project. |
Update the currently open project with the Excel XLS or XSLX file. |
Update one or more projects with the Excel XLS or XSLX file with the project key to distinguish the different project tasks. If the Excel workbook to be imported includes new activities to be added into the plan, select the Allow addition of new activities checkbox. |
Select and transfer P6 projects for on demand import using Adrega Web Service connection. This option will allow you to export multiple projects from the P6 Webservice in order to continue with importing later. |
Click OK. The Select File/project window opens: |
If you selected to create a new project from MS Project file you will need to navigate to a Project file. |
2. |
? If you select to update the project with Excel data you will need to navigate to an Excel file. |
0. The Import Templates window where you can select, modify or create an Import Template opens. See Create template for import from Microsoft Excel and Create template for import from Microsoft Project for detailed information about creating new import templates. |
In the Import Template window, select a template suitable for your import. Click OK to run the project creation or updating. |
You are now asked to enter Basic Project Information about your project. Click OK to start the import. As the import process is carried out, a status window shows the progress. |
When Import successful is displayed, click OK. The Projects view opens with your new project displayed in the projects list. |
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