The Project Administration dialog box allows the user to define a project’s features and attributes at any time. Its content is very similar to that found in the Administration workspace’s tabs available in single-project selection.
It can be accessed by clicking on the Edit (
) button, which is usually displayed in the project views main toolbar.
The upper section of the header provides the following key information about the project: Nature, Name, and the Workflow State.
In addition, the following tools are provided:
 | Workflow Actions | Allows the user to modify the Workflow State Vote associated with the project. |
 | Notes | Indicates whether or not there are new notes, and opens the Notes dialog box. |
 | More | Provides access to the Workflow History command, which opens the Workflow Information dialog box. |
The section below displays the following information regarding the project: Manager 1, Portfolio Folder, Type, number of days before the Finish Date, % Complete, As of Date (if any), Last Published Date, Total Effort (with the Actual Effort/Total Effort ratio below), Total Cost (with the Actual Cost/Total Cost ratio below), and the Health Score.
The Identification section displays basic project fields for viewing and editing: Name, ID, Nature (read-only), Portfolio Folder, Type (read-only), and Last Imported Template (read-only).
Clicking on the Advanced Attributes button opens the Identification Advanced Attributes popup, allowing the user to further define the project.
The Description section allows users to enter or edit a detailed description for a project in a Rich Text format. There is no strict limit on the number of characters that can be entered into the Description.
This project description is also displayed (but is not editable) in the Dashboards workspace, Project Dashboard report (available in single-project selection).
The Outcome section allows the user to enter an Executive Summary and the Expected Benefits, as well as a picture of the project.
The Stakeholders section allows the user to define the Manager 1, 2 and 3 of the selected projects. To define the a new Manager, the user can click on the corresponding field Hamburger (
) icon, or directly on the empty picture slot.
This section also indicates when and by whom the project has been created, modified, and published.
Additionally, the following Permissions Management fields are featured: Organization Readers, Organization Writers, Users Readers, and Users Writers.
Clicking on the “All Permissions” button provides a popup with two sub-tabs:
Write: List of users with Write access permissions
Read: List of users with Read access permissions
The two lists display the Users "live" permissions, as to say:
The Users Permissions for the current Project Workflow State, if any.
Or, the Users Permissions of the Permissions field if no Workflow has been selected.
Clicking on the Advanced Attributes button provides access to the Permissions Advanced Attributes popup.
The Setup folder aims at providing all the tools needed to select and adapt the features to be used in the project, allowing the user to precisely tailor the experience as close to his/her needs as possible.
To activate a feature, the user needs to click on the corresponding icon:
 | Empty | Indicates that the feature is deactivated. Clicking on it activates the corresponding feature. |
 | Activated | Indicates that the feature is activated for the selected project. Clicking on it deactivates the corresponding feature. |
The Home Page Features section provides the following options:
Evaluation | Makes the Evaluation feature available, allowing the user to describe and score his/her project. Activating this option displays the following views:
|
Connections | Makes the Connection feature available, allowing the user to connect the project with others. Activating this option displays the following views:
|
Dependencies | Makes the Dependency feature available for the project. Activating this option displays the following views:
In addition, other views containing options for creating dependencies or containing dependency-related alerts, for instance, will also be impacted. Clicking on the Gear ( |
Work Packages | Makes the Work Package feature available for the project. Activating this option displays the Home Page workspace, Work Packages tab. |
Objectives | Makes the Objectives feature available for the project. Activating this option will display the Home Page workspace, Objectives tab. |
Benefits | Makes the Benefits feature available for the project. Activating this option will display the Home Page workspace, Benefits tab. Clicking on the Gear ( |
The Work Features section provides options that will mainly impact the Work workspace:
Agile | Makes the Agile feature available for the project. Activating this option will display the following views:
In addition, other views containing options for creating Agile objects or containing Agile-related alerts and indicators, for instance, will also be impacted. Clicking on the Gear ( |
Work Items | Upon activating this option, the user will have the opportunity to activate each Work Item category individually (i.e., Action, Change Request, Deliverable, and Issues) for the project. Activating Work Items will impact the following views:
In addition, other views containing options for creating Work Items or containing Work Item-related alerts and indicators, for instance, will also be impacted. Clicking on the Gear ( |
Billing | Makes the Billing feature available for the project. Activating this option will display the following views:
In addition, other views containing options for managing Billable elements, or containing Billing-related alerts and indicators for instance, will also be impacted. Clicking on the Gear ( |
Phases & Gates | Makes the Phases & Gates feature available for the project. Activating this option will display the Work workspace, Phases & Gates tab. In addition, various other views containing options for managing Phases & Gates or containing Phase & Gate-related alerts and indicators, for instance, will also be impacted. Clicking on the Gear ( |
Tracking | Makes the Work workspace Tracking tab available, allowing the user to track the project using the Team Members’ Timesheets. Clicking on the Gear ( |
Risks | Makes the Risk Management feature available for the project. Activating this option will display the following views:
In addition, various other views containing options for managing Risks or containing Risk-related alerts and indicators, for instance, will also be impacted. Clicking on the Gear ( |
The Agile Advanced Attributes popup provides the following Agile attributes:
Key | Any Backlog Item is identified by a unique and searchable Key. The user can modify the prefix of existing Backlog Items by entering a new value and clicking on the Update ( Important Changing the Agile Key prefix will also apply to the Work Object's one, but clicking on the "Update" button will only impact the existing Backlog Item' Key. |
Business Liaison | Allows the Product Owner to identify one or several users as Business Liaison. The Business Liaison is the person in charge of coordinating the customer needs with the Agile Team. This field is for information purposes only. |
Allow Backlog Item Conversion | Defines whether or not tools to convert Backlog Items into tasks are made available. Upon activating this option, the Convert ( Note: This feature is only available if the Show Convert Buttons option in the System Settings workspace, Agile Settings folder, Global Options tab is switched on. |
Done Criteria | Allows users to enter a list of criteria that must be met before a product increment, often a story, is considered as Completed. |
Backlog Item Workflow | Allows the user to select the Backlog Item Workflow. This field is only editable if the project has no Backlog Items. |
Default Iteration Duration | When an Iteration is created, the Finish date will be, by default, calculated by adding the Default Iteration Duration to the Start date. Note: This option takes into account the project Calendar. |
WIP Limit | Allows the user to enter the value over which the WIP indicator will turn red. |
Performance Chart | Allows the user to select the chart that is to be displayed in the Home Page view (Burndown or Burnup). |
Burndown Data | Allow the user to choose whether the Burn Down chart should display Effort or Story Points values. Note: This option also applies to the Burn Up chart. |
Backlog Item Default Release Value | Allows the user to define whether the Backlog Item Release field should be automatically populated with the Release defined at the Backlog Item's Iteration or Epic level. This defines a priority; when the Default value is not available, the field will be filled in with the other object's Release (if any). |
Gantt Synchronization Options | Allows the user to define for which Agile Objects the linked Gantt Tasks' % Completed is going to be synchronized upon clicking on the Agile Problems panel "Update" button. |
Alert Options | Allows the user to filter the alerts that will be displayed in the Agile Synchronization Problems panel. In this way, the Project Manager is notified only for the alerts he/she is interested in viewing. |
Card Options | Allow the user to choose which element should be displayed in the Backlog Item card. For more information, please refer to the Backlog Item Card Slots options article (System Settings workspace, Agile Settings folder, Global Options tab). |
Backlog Item Sections Options | Allow the user to choose which Backlog Item dialog box sections are available, and if they should be activated by default. For these options to be taken into account, the user needs to Publish the project with the command displayed below. Note: The Publish action is only available for projects whose Version is “Working”. |
Enable Acceptance popup upon completion | When the Acceptance Backlog Item section is activated, the Enable Acceptance Workflow popup option is available. It allows the user to be prompted to update the "Acceptance" field upon completing a Backlog Item. |
The Work Items Advanced Attributes popup provides the “Key” field, which allows the user to define the prefix of the Work Object Key when automatically numbering the Work Objects. By default, the Key corresponds to the Project ID.
When redefining the project Key, in cases where some Work Objects already exist, the user will have to use the Update (
) button located on the right-hand side of the field, for all the existing Work Objects to be updated with the new prefix.
The Billing Advanced Attributes popup provides the following information:
Billing Mode | The Billing Mode is used to specify how Labor Revenues (Billable Amount values) are managed. Three different modes are available:
|
Enable Revenues for Reporting | Provides the Total Revenues in the Performance Dashboards. This option is only available if the corresponding setting is activated in the System Settings workspace, Project Settings folder, Billing tab. |
Task Billable by default | Allows the user to define if upon creating the task, the newly created task should be automatically marked as Billable or not. |
Revenue Rate Source | Upon selecting an option, the corresponding spreadsheet is displayed at the bottom of the dialog box. |
The Phases & Gates Advanced Attributes popup provides the following fields:
Use Current Baseline | Allows the user to use the Current Baseline to calculate the OTD Status. Note: This field is editable only if the Enable Project OTD Baseline Selection setting has been activated by the Administrator in the System Settings workspace, Project Settings folder, Display Preferences tab. |
OTD Baseline | Allows the user to choose the Baseline used to calculate the OTD Status. |
OTD Tolerance (read-only) | Indicates the % shift between the Phase or Gate Actual Finish and Baseline Finish dates deemed acceptable. Note: The OTD Tolerance is defined by the Administrator in the System Settings workspace, Project Settings folder, Display Preferences tab. |
Enable Mandatory Deliverables Check When Approving Gate (read-only) | Indicates whether or not the user will be able to Approve a Gate if the mandatory deliverables are not completed. Note: The Enable Mandatory Deliverables Check When Approving Gate option is set by the Administrator in the System Settings workspace, Project Settings folder, Workflow Options tab. |
Based on the options above, the OTD Status is calculated as follows:
 | Red | Not completed and late (Finish > OTD Baseline Finish + OTD Tolerance, or Finish > Today’s date) |
 | Amber | Completed late (Finish > OTD Baseline Finish + OTD Tolerance) |
 | Green | Completed on Time (Finish ≤ OTD Baseline Finish + OTD Tolerance) |
 | None | Not Completed and On Time (Finish < OTD Baseline Finish + OTD Tolerance) |
The Tracking Advanced Attributes popup provides the following fields:
Actuals from Tracking Source Only | Indicates whether or not the Project Manager can edit the Labor Assignments Actual Effort values. |
Review Timesheet Before Apply | Indicates whether or not the Resource Manager must Review the Timesheet to make the “Apply” command available. |
Review Timesheet Before Approve | Indicates whether or not the Resource Manager must Review the Timesheet to make the “Approve” command available. |
Enable Impact Management | Allows the user to define whether or not the Impact Management full screen view should be available upon applying Timesheets. |
Tracking Default View Mode | Allows the user to choose which view mode will be set by default for the Project when reviewing Timesheets: By Tasks or By Resources. |
The Risks Advanced Attributes popup provides the “Key” field, which allows the user to define the prefix of the Work Object Key when automatically numbering the Work Objects. By default, the Key corresponds to the Project ID.
When redefining the project Key, in cases where some Work Objects already exist, the user will have to use the Update () button located on the right-hand side of the field, for all the existing Work Objects to be updated with the new prefix.
The Administration Features section provides the following options:
Lessons Learned | Displays the following views:
|
Documents | Displays the following views:
|
Attachments | Displays the following views:
|
The Activity Management section allows the user to select the tab that should be displayed first in the Work workspace. The following options are available: Gantt, Task List, Agile, and Work Items.
In addition, when some additional Gantt views have been implemented for the Gantt tab, Scheduler mode, the user can define which Gantt should be displayed by default.
Gantt Preferences are defined in the System Settings workspace, Project Settings folder, Global Options tab, Gantt Preferences sub-tab.
The Resource Management section allows the user to define whether or not a Resource Acquisition Capability should be used
Resource Acquisition | Allows the user to define whether or not a Resource Acquisition Capability should be used. Once this option is activated, he/she will have the opportunity to choose the Resource Origin (Allocations, Project Requests, or Work Package Requests), and whether or not to use Dedicated Resources. Note When the Resources Allocations option is activated, and if the Administrator has set the "Enable Allocation Type" setting option to "Both", the user can access the Allocations Advanced Attributes popup by clicking on the Gear ( The Allocations Advanced Attributes popup allows him/her to define how to create Allocations (Direct Allocations, and/or Allocations linked to Requests). |
Generic Resources | Allows the user to define and assign predefined resource profiles. |
Cost Items | Allows the user to manage and assign Cost Items. |
The Default View sub-section allows the user to define which one of the Resources (default), Tasks, or Cost Items tabs should come first in the Resources workspace.
In addition, the following assignments options can be set:
Uniform/Non-Uniform | Allows the user to define whether or not the “Allow Non-Uniform” attribute should be set to “Yes” by default. |
Default Distribution Type | The Distribution Type governs how the resource is allocated over the length of a task. The following equation is used to relate the Duration, Rate, and Total Effort within a resource assignment: DURATION x RATE = TOTAL EFFORT. |
The Finance section allows the user to activate the following features:
Budget | Makes available the Budget feature for the project. Activating this option will mainly impact the Finance workspace. |
Transactions | Makes the Transactions feature available for the project. Activating this option will display the following views:
When several Transaction Modes and/or Levels are enabled, the Gear ( |
Savings | Makes the Savings feature available for the project. Activating this option will display the following views:
|
Forecast Costs | Makes available the Forecast Costs feature for the project. Activating this option will mainly impact the Finance workspace. |
Clicking on the Advanced Attributes button opens the Finance Advanced Attributes popup.
The Finance Advanced Attributes popup can display the following fields:
Soft Assignment Cost Source | Allows the user to choose whether the cost source comes from the organization or the job classification when soft assignments are assigned to tasks. |
Default Resource Assignment Cost Source | The Default Resource Assignment Cost Source allows the user to define the default source for the Resource Assignment Actual Cost. |
Ranking Cost Source | Allows the user to choose whether the Business Case Cost displayed in the Portfolio Ranking workspace should come from the Total Cost or the Forecast Cost. This option is only available for Business Cases, if the “Enable Ranking Cost Source Selection” option has been activated by the Administrator in the System Settings workspace, Budget/Finance Settings folder. |
Discount Rate | Allows the user to define the rate of return used in a discounted cash flow analysis to determine the present value of future cash flows. The Discount Rate is the value that will be taken into account in the Net Present Value calculation. NPV = Cash Flowt / (1 + Discount Rate)t . |
Cost Center | Allows the user to associate the project's cost to a Cost Center. Once a Cost Center has been identified, the user will have the opportunity to easily compare the resulting Cost with the corresponding Cost Center’s Budget. |
Forecast Labor Type | Allows the user to choose whether the Labor Forecast should be displayed in terms of “Cost” or “Effort”. |
Enable Project Cost Center Reallocation In % | Allows the user to enter a Reallocation % value in the Finance workspace, Budget tab. Settings This option is only available when the corresponding setting has been activated in the System Settings workspace, Budget/Finance Settings folder, Budget section. |
It also provides the read-only lists of the Organizations (with the related Cost Center and Cost), Job Classifications (with the corresponding Cost and Revenue Rate), and Resources in the respective sub-tabs.
The Reporting & Alerts section allows the user to activate the following features:
Status Reports | Makes available the Status Reports feature for the project. Activating this option will display the following views:
In addition, various other views displaying the last submitted report will also be impacted. Clicking on the Gear ( |
Problems | Makes the alerts available in the following views:
|
Milestones Monitoring | Makes available the Milestone Monitoring feature for the project. Activating this option will display the Monitoring tab of the Administration workspace. |
Clicking on the Advanced Attributes button opens the Reporting & Alerts Advanced Attributes popup.
The Health Score Preferences section provides the necessary fields to set up the weight of each Health Score component.
The Chat Notifications section provides all the tools for the Project Manager to set up Webhooks. In doing so, some notifications will be pushed to a chat tool of the user’s choosing upon performing some actions.
Upon activating the “Allow Webhooks” option, the Webhooks spreadsheet will be displayed, allowing the user to define new Webhooks.
 | New | Allows the user to add a new row to the spreadsheet to define a Webhook. The user can then directly enter in the cells the Webhook Name, URL, and Status. |
 | Delete | Allows the user to delete defined Webhooks. This option is only available if at least one Webhook is selected (i.e., the corresponding checkbox is ticked). |
 | Edit | Opens the Webhook Details dialog box, allowing the user to define which events trigger a Notification. |
The Project Team sub-tab allows a Project Manager to manage his/her team, by adding and withdrawing Team Members depending on their origin. It makes it possible to review all the Team Members’ assignments and to indicate whether or not each Team Member is available.
When no Team Members have been defined yet, the empty state displays the Add my Team button. Upon clicking on it, all the resources belonging to the same Organization as the logged-in user will be added to the project team.
When the logged-in User belongs to a Parent Organization branch, he/she also will have the opportunity to add resources belonging to the corresponding children Organization branches.
The Filters popup provides the following filtering fields:
Organizations | Only the Team Members belonging to the selected Organization branches will be displayed in the list. |
Job Classifications | Only the Team Members whose Job Classification has been selected will be displayed in the list. |
Skills | Only the Team Members whose Skills have been selected will be displayed in the list. |
Contract Type | Allows the user to select whether to only display Internal Resources, External Resources, or both. |
Resources | Only the selected Team Members will be displayed in the list. |
Team Origin | Only displays Team Members whose Origin has been selected. |
Show assigned Team Members only | When the switch is activated, only Team Members who have already been assigned are displayed in the list. |
The following additional display options are also provided:
 | Group By | Allows the user to group the Team Members by Organization, Job Classification, Origin, or Contract Type. |
 | Show Inactive | Allows the user to display or hide Team Members whose Status is inactive. |
 | Search | Allows the user to look for a specific resource. |
The Unavailable feature available in the Team view has nothing to do with the resource’s Status or Availability.
The Team Members spreadsheet provides the list of all the Resources belonging to the Project Team along with the following information: Name, Organization, Job Classification, Origin, Alerts, Start Date, and Finish Date.
If the Contract Type feature is enabled, External Resources will be flagged with the External (
) icon.
The Start and End dates are the first and the last dates for which the Resource Usable Effort is greater than 0 for the currently selected project. When a resource has been added manually to the Project Team, the Start Date and End Date fields will be indicated as “N/A”. These fields are not to be confused with the Start Date and End Date fields.
The Origin of Allocated, Committed, and Dedicated resources is displayed differently depending on the situation:
 | Blue | Indicates that the resource is “active” (the allocation Finish Date is in the future). |
 | Grey | Indicates that the resource is “inactive” (the allocation Finish Date is in the past). |
When accessing the spreadsheet, the user can navigate as follows:
Clicking on the Resource Name opens the Team Member Details dialog box.
Clicking on the Brief button opens the corresponding Resource Brief dialog box.
The alert displayed can be the following:
 | Not assigned yet | The Team Member is not assigned to any task on the selected project. |
 | Outside Boundaries | Assignments outside boundaries (i.e., the resource has an assignment that falls within a time period for which he/she has no Usable Effort). |
The following commands are available for managing the Team:
 | Add Team Members | Allows the user to manually add a new Team Member. |
 | Add my Team | Adds all the resources belonging to the same Organization as the logged-in user. (This command is available if at least one resource from the logged-in user’s Organization is not part of the team). Note: When the logged-in User belongs to a Parent Organization branch, he/she also will have the opportunity to add resources belonging to the corresponding children Organization branches. |
 | Add Missing Resources | Allows the user to add all Dedicated, Allocated, or Committed (with a Request whose status is “PM Accepted”) Resources that are not part of the Project Team yet. |
| Delete | Allows the user to withdraw a Team Member from the Project Team (only if the resource has no assignment yet). This command is only available if at least one deletable Team Member is selected from the list (i.e., the corresponding checkbox is ticked). |
 | Set Unavailable Date | Allows the user to indicate that a Dedicated Team Member is unavailable for the selected project. Upon clicking on this command, the user can select the date from which the Resource will be unavailable. |
 | Create a New Request | Allows the user to create a new request (depending on the Project Resources Origin):
|
 | Clean up Project Team | Automatically updates the Team Member list to only take into account resources that are already assigned to the project. |
For projects that have been created before Sciforma 7.1e and/or that have still a Use Resources From field set to “Performing Organizations”, an empty state is displayed, containing the Initiate Project Team button.
Upon clicking on the Initiate Project Team button, the Use Resources From field (available in the Resource Management Advanced Attributes popup) will automatically be set to “Performing Resources”, and the resources that are already assigned to at least one Task of the project, as well as the resources identified individually in the Performing Organizations will automatically be added to the Project Team.
The Generic Resources sub-tab allows users to create, delete, and manage Generic Resources (i.e., create pre-defined resource profiles). Generic Resources facilitate the assignment process.
The Generic Resources sub-tab provides the following commands:
| New | Allows the user to create a new generic resource by adding a new row in the spreadsheet. Once the row has been added, the user can click on the Browse ( |
| Delete | Allows the user to delete the selected Generic Resource(s). This command is only available if at least one Generic Resource is displayed (i.e., the corresponding checkbox is ticked). Note: Deleting a generic resource does not delete the corresponding soft assignments. |
 | Insert from Template | Inserts generic resources from a Template in order to create template-based generic resources. |
 | Auto-fill from Assignments | Creates generic resources based on the existing soft assignments in the project. |
The Match column of the spreadsheet indicates whether there is a Nominative Resource corresponding to the Generic Resource attributes:
 | Red | There is no matching resource. |
 | Green | There is one or several matching resources. In that case, upon clicking on the Dot, the list of matching resources is displayed. |
The Cost Items sub-tab allows the Project Manager to manage the list of all the Cost Items he/she can use for a specific project.
The Cost Item list is editable only if the Project Team feature is activated (in other words, if the Use Resource From field is set to “Performing Resources”). Otherwise, the sub-tab will provide the read-only list of the cost items belonging to the Performing Organization.
The Cost Items are listed in the spreadsheet, which provides the following attributes: Cost Item Name, Organization, and Category Name.
The following tools are available:
| New | Allows the user to add a new Cost Item. |
| Delete | Allows the user to withdraw a Cost Item from the assignable list (only the cost item has not been assigned yet). This command is only available if at least one deletable Cost Item is selected (i.e., the corresponding checkbox is ticked). |
| Alert | Indicates that the Cost Item has no assignment on the project. |
The Lessons Learned folder provides a spreadsheet listing the project Lessons Learned and some of their attributes: Name, Parent, Originator, Created Date, and Link.
The following tools are available (some of which only appear if at least one Lesson Learned is selected, i.e., the corresponding checkbox is ticked):
| New | Allows the user to create a new Lessons Learned by opening the Lessons Learned Creation dialog box. |
 | Move | Allows the user to attach the selected Lesson(s) Learned to another Parent Object (Portfolio Folder, Project, or Work Package). |
 | Copy | Creates a copy of the Lessons Learned. |
| Delete | Allows the user to delete the selected Lessons Learned. |
| Details | Opens the Lessons Learned Details dialog box. |
The Documents folder enables users to attach documents to the project. Documents can be of any type (i.e., spreadsheets, documents, images, etc.) and are saved in the Sciforma database.
The documents spreadsheet displays the following Document attributes: Name, File, Type, Creator, Checkout Date, and Checkout Reason.
Document Types are created by the Administrator in the Designer.
For more information regarding how to manage documents, please refer to the explanation in the Documents article.
The spreadsheet provides the following commands (if at least one Document is selected):
| New | Prompts the user to upload a new document from their computer. |
| Delete | Allows the user to delete the selected document(s). |
 | Check-in | Allows user to check-in a modified version of the document. To use this command, the user must have checked out the document for modification first. |
 | Check-out | Allows the user to modify the document; it is not possible for any other user to check-out the document until it has been checked back in first. |
 | Open | Allows the user to read the document. |
 | History | Displays information about the document and enables users to purge the document from the Sciforma database. |
The Attachments spreadsheet allows the user to attach information to the project in the form of URL links. Attachments can be of any type (i.e., spreadsheets, documents, images, etc.) and are not saved in the Sciforma database.
The following attributes are available for viewing and editing: Name, Parent Object, Type, Created Date (by default, it will be Today’s date), Initiator (the user who created the attachment), URL, and Description.
In the toolbar available above the spreadsheet, the following commands are available:
| New | Creates a new row in the spreadsheet in order to add a new attachment. Once the row is added, the user can fulfill the relevant information directly in the spreadsheet. |
| Move | Allows the user to link the selected Attachment(s) to another Parent Object (Portfolio Folder, Project, or Work Package). This option is only available if at least one Attachment is selected (i.e., the corresponding checkbox is ticked). |
| Delete | Allows the user to delete the selected attachment(s). This option is only available if at least one Attachment is selected (i.e., the corresponding checkbox is ticked). |
The Monitoring folder allows the user to review and manage the Monitored Milestones.
The Milestone Trend Analysis sub-tab provides a Milestone Trend Analysis chart, allowing the user to observe whether or not milestones deviate from their initial planning dates.
The Capture (
) command is made available for users to create manually a new snapshot of the Monitored Milestone.
A warning section will be displayed when some non completed Monitored Milestones are still planned in the past (i.e., the Planned Date is before the last Reporting Date).
Initially, the Tasks sub-tab displays all the milestones of the project. The user can then take advantage of the following switch buttons to make adjustments to the task list:
Show Only Monitored Milestones – Show only Monitored Milestones (i.e., milestones whose Workflow is “Gate” or milestones that have been added to the Watch List).
Show All Tasks – Displays all the tasks of the project.
The following Task attributes are displayed for the user to edit and review: Name, Start, Finish, Duration, % Completed, Workflow (“Gate” or “Work Package”), Closed, and Watch List.
The Data Points sub-tab lists the snapshots for each Monitored Milestone sorted by Reporting Date. The following milestone monitoring attributes are displayed: Task Name, Planned Date, and Type.
The Type field refers to the way the milestone has been captured. It can be one of the following:
The options available are set by the Administrator in the System Settings workspace, Project Settings folder, Global Options tab, Milestone Monitoring sub-tab. The Administrator can also define the “Milestone Monitoring Capture” Schedule Job in the Schedule Jobs view of the Designer in order for the milestones to be automatically captured at regular time intervals.