• See video [7 min, 46 sec]
• Read How to Get Started with Vertabase

• See video [2 min, 16 sec]

Export Projects and Tasks to Microsoft Outlook and Google Calendar

The Global Project Report and Global Task Report provide export options to Microsoft Outlook and Google Calendar. These options provide an easy way to increase project and task visibility. Project and task information can be shared in MS Outlook and Google Calendar through shared company calendars or shared individual calendars. Use the flexible printing features of MS Outlook to print project and task timelines in a familiar calendar format. The export features are found on the Global Project and Global Task Report results pages as buttons and links labeled Outlook and Google Calendar. Combined with the ability to import projects from MS Project Vertabase provides a bridge between planning a project in Microsoft Project, managing the project, assets, time and deliverables in Vertabase and exporting schedules to MS Outlook or Google Calendar.

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.

• See video Launching MS Outlook, Entourage or iCal events [2 min]

You can also access the Add Document page from the View Project page. Clicking the project name from the Start Page will display the View Project page where you will find a link labeled Add a Document. Clicking this link will display the Add Document page. From the View Project page you can also click Documents in the secondary menu. This displays the Document List page. The Add Doc link will be available in the secondary menu.

Using the Add Document Page

Use the Browse button found next to the File Name field to locate the file or document that you wish to upload into Vertabase. This file could be found on your computer desktop, local file network, or any other location accessible to you. Once you’ve found the document, simply click the Upload Document button to complete the update.

Document Management Features

Several document management features are available such as overwriting the previous version of the file, linking the file to avoid uploading it, and placing the file in a Vertabase folder by using the Add in Folder drop-down menu. You can choose who can access the document by clicking the Limit Users link. And you can add notes to accompany the file using the Notes field.

See these related videos for demonsrations of how to use these features:

• Document Version Control
• Uploading versus Linking Documents
• Using Document Folders
• Controlling Access to Documents and Folders

The List Documents Page

Once the file has been uploaded, you will see the List Documents page. For each file it displays the file name, an icon to the left of the name, a revision number, the date and time stamp for the upload and the name of the Vertabase user who uploaded the document. To access the document click the icon to the left of the file name. To see the revision history of the file, click the file name.

Related video: Adding Documents to Projects

• See video [7 min, 5 sec]

• See video [5 min, 7 sec]

• See video [4 min, 41 sec]

• See video [5 min, 42 sec]

• See video [4 min, 17 sec]