Project Details

Where the Insights are a quick look at how your project is moving, the Project Details is home to all the underlying data about your project. Project Details includes a series of tabs that organize and present key project information including:

• Planning
  • Visible to all users with access to the project
  • Admins and Project Approvers can edit
• Timesheets
  • Visible to all users with access to the project
  • Admins and Project Approvers with ability to view Financial Details can approve or reject
• Expenses (Coming Soon)
  • Visible to Admins and Project Approvers with ability to view Financial Details
  • Admins and Project Approvers with ability to view Financial Details can approve or reject
• Tickets (Coming Soon)
  • Visible to all users with access to the project
  • All active tickets can be edited by all users with access to the project
• SLAs (Coming Soon)
  • Visible to all users with access to the project
• Surveys
  • Visible to all users with access to the project
• Change Requests (Coming Soon)
  • Visible to all users with access to the project
• Reports
  • Admins, Business Unit Managers and Project Approvers with ability to view Financial Details can view and run available reports

Planning

From the planning tab admins and project managers can develop a project plan, create tasks and assign team members. In addition to planning, admins and project managers can switch from the planning view to the budgeting view to manage the project budget by task.

Timesheets

The Timesheets tab provides two views for admins and managers, a view of current and past timesheets as well as a future view for forecasting and resource utilization. The timesheets view (past and current) will show which Team Members are submitting less or more time compared to forecast, timesheets awaiting approval, timesheets that may be opened but not yet submitted and allow for timesheet approvals from the timesheets tab. The future view will allow managers a unique view into a resources availability for a given time period across all assignments.

Surveys

View a list of all submitted surveys for this project.

Reports

Quickly access all reports associated and available for this project.

Expenses (Coming Soon)

Manage all expenses related to this project and provide rejection or approval from the expenses tab.

Tickets (Coming Soon)

View a list of all tickets submitted for this project.

SLAs (Service Level Agreements) (Coming Soon)

Any SLA that has been added to this project in the Service Management Settings will be listed along with the current attainment goals for each service time agreement. The list below is of all the tickets with an SLA associated. Selecting an SLA from the top list will filter the lower list to only tickets with that SLA.

Change Requests (Coming Soon)

View a list of all change requests submitted for this project.