Projects Issue Tracker Users Timesheets Management Reports Admin

| 888.505.0566 (Toll Free U.S./Canada)

Need help with Vertabase? We are here to help. Search and browse our extensive library.

SUBSCRIBE:

SEARCH:

  • Using the Change Request System

    (0)
    Posted on July 24th, 2009Customer SupportSchedules/Tasks
    • See video [5 min, 14 sec]

    Change Request System

    This feature enhances, control, visibility and management of task updates. Need tighter control over schedule changes? The Change Request system provides the features to make this easy. Project team members can clearly indicate what changes are needed to the schedule without actually editing task information. They can request changes to a task start date, end date, and description or request to delete a task.

    Approvals of schedule changes

    The project manager can receive automated email alerts informing him or her of the requested changes. Upon reviewing the log of requests, the project manager can choose to accept or deny the request.

    Automated updates to tasks

    When project managers accept a change request, they can choose to have the change made automatically according to the details of the request.

    Log of schedule changes and approvals/denials

    Want to track schedule changes in an audit log? Requests for changes, the details of the request, annotations and the status of the request as pending, accepted or denied, are all tracked and recorded in a log that can be reviewed and updated as needed.

  • Launching MS Outlook, Entourage or iCal events from Tasks

    (0)
    Posted on July 20th, 2009Customer SupportSchedules/Tasks

    This video demonstrates how an MS Outlook, Entourage or iCal event can be launched directly from the project’s schedule. Use this to add events, deadlines or schedules onto people’s external calendars. Or, use it to keep other people in the loop, even if they are not in Vertabase.

  • Using the Gantt Chart with Task Timelines

    (0)
    Posted on May 28th, 2009Customer SupportSchedules/Tasks

    This video covers how to use and print a Gantt chart with task timelines. For viewing project timelines see the video Using the Gantt Chart with Project Timelines.

    • See video [5 min, 42 sec]
  • Using Schedule Baselines

    (0)
    Posted on May 28th, 2009Customer SupportSchedules/Tasks

    This video covers how to use Schedule Baselines.

    • See video [4 min, 17 sec]
  • How to install Vertabase Maps into Microsoft Project

    (0)
    Posted on May 20th, 2009Customer SupportSchedules/Tasks

    You may wish to take a schedule from Microsoft Project and import it into Vertabase, or take a schedule from Vertabase and import it into Microsoft Project. In either case you will need to have Vertabase Maps installed in your copy of Microsoft Project. To install the maps, start with Vertabase and locate the Schedule View page of any project. Underneath the schedule, you’ll see the Import/Export a Schedule feature. Click the link in the phrase Click Here for Directions. This will expand the page to show you some helpful information. Find the link labeled Vertabase Maps. You’ll need to use this link to download a file. Click this link with the right mouse button and select the menu option that downloads the file. For example, the option might be labeled Save Target As. Save the file to your desktop or any other location where you can easily find it later.

    Next, open Microsoft Project. Use Microsoft Project to open the Vertabase Maps file. When the file opens up, you may see a calendar. The calendar is not needed. The only information needed from this file is the Vertabase maps. The maps need to be copied from within this file into your global.mpt file in your copy of Microsoft Project. To do this, select Tools from the main menu, next select Organizer. This will display a pop-up window that has several tabs. Select the Maps tab located to the right. In this tab you will see the two Vertabase Maps: Export Data to Vertabase Pro and Import Data from Vertabase Pro. Highlight these two options to select them. You’ll notice that the Copy button now changes the direction of its arrows to point to the left. Click the Copy button to copy the two Vertabase maps into your global.mpt file. Once you’ve done that you have successfully copied the Vertabase maps into Microsoft Project. Close the Organizer pop-up, and close the Vertabase maps file. You no longer need this file. It can be deleted from the location where it was saved.

    With the Vertabase maps installed, you can save a Microsoft Project schedule for import into Vertabase. In Microsoft Project select File, Save As, CSV (using the Save As Type field), and click Save. This presents a wizard where you should indicate that you wish to use an existing map. Moving through the wizard steps will present the Export Data to Vertabase Pro map in a list. Select this map then click the Finish button to export your schedule for Vertabase. The schedule will now be available in CSV format which is compatible with Vertabase.

    See related video Installing Vertabase Maps into Microsoft Project

  • Installing Vertabase Maps into Microsoft Project

    (0)
    Posted on October 23rd, 2008Customer SupportSchedules/Tasks

    This video covers how to install Vertabase Maps into Microsoft Project. Vertabase Maps are used to ensure that task information is correctly exchanged between Vertabase and Microsoft Project.

    , ,
  • Adding Users to Tasks

    (0)
    Posted on October 23rd, 2008Customer SupportSchedules/Tasks

    This video covers how to add users (resources) to tasks. It also demonstrates using resource availability, the user calendar and assigning (allocating) work to users.

    , ,
  • Using Schedule Templates

    (0)
    Posted on October 23rd, 2008Customer SupportSchedules/Tasks

    This video covers using schedule templates.

    See video [5 min, 6 sec]

    ,
  • Adding Subtasks

    (0)
    Posted on October 23rd, 2008Customer SupportSchedules/Tasks

    This video covers using subtasks to organize the task list.

    See video [5 min, 11 sec]

    ,
  • Viewing the Schedule

    (0)
    Posted on October 23rd, 2008Customer SupportSchedules/Tasks

    This video covers how to read task information on the Schedule View page.

    See video [9 min, 54 sec]

    ,