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  • Using the Change Request System

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    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

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    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.

  • Resource Calendar Report

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    Posted on May 28th, 2009Customer SupportReports

    This video covers how to use the Resource Calendar Report

    • See video [7 min, 5 sec]
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  • 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]
  • 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

  • How to add and remove people from Projects

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    Posted on May 20th, 2009Customer SupportProjects

    You can add, change, or remove people from your projects using the Create New Project page, or Edit Project page. To access the Create Project page, click Projects in the main menu, then click the Create option in the secondary menu. This will bring you to the Create New Project page where you’ll find the select project members text link under the Projects Members section. Clicking this link will display the Search for Users pop-up window. This is the window that is used to add, change or remove people from your projects.

    If you are working with an existing project, you can access this pop-up window from the Edit Project page. You can only access the Edit Project page if you were granted the required system rights. To find the edit page, start by clicking Projects in the main menu, searching for your project using the search interface, clicking on the project name that appears in the search results, then clicking the Edit option found in the secondary menu. On the Edit Project page, you will see the select project member text link located under the list of Project Members. Click this link to see the Search for Users pop-up window.

    The Search for Users window is divided into two parts. The upper half provides a search interface, and the lower half displays the search results. The text link labeled All which is found in the top right of the page provides a shortcut to see the list of all Vertabase users in the system. Use the options available in the search interface for a more refined search.

    The feature labeled Resource Availability shows you the amount of time that resources have available in their schedule over a specified period of time. If you define a time period using the two date fields before clicking the Search button, numbers appear next to the resource names in the search results. These numbers indicate the amount of unscheduled time expressed as hours and as a percentage of the total hours potentially available in a resource’s schedule. This information is very useful when making staffing and scheduling decisions.

    Adding resources to a project

    To add resources to the project use the checkboxes found to the left of the resource names to select the desired names, then click the Add Selected button. This will shift the selected names from the left side under Search Results over to the right side under List to Accept. To quickly shift all the names under Search Results over to List to Accept, simply click the Add All button. Click the Accept List button to confirm that the names under List to Accept will remain on the project.

    Removing resources from a project

    The checkboxes under List to Accept are used to remove people from the project. Check the checkboxes to the left of the resources names that you wish to remove. After selecting the desired resources click the Remove Selected button. Click the Accept List button to confirm that the names under List to Accept will remain on the project.

    When working with a schedule you may need to assign people to a task that are not members of the project. Use the add/remove project members link found in the Assign Members to Tasks pop-up window (accessible using the links under the Users Assigned to Task column). This link opens the Search for Users pop-up window used to add and remove resources. Added project members will be available for every task, not just the task used to add the member. If you are assigning the new project member to the task, confirm your changes by clicking the Save Changes button.

    See related video Adding people to and removing them from Projects

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  • Global Task Report

    (1)
    Posted on December 4th, 2008Customer SupportReports

    This video covers how to create Global Task Reports.

  • Installing Vertabase Maps into Microsoft Project

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    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.

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  • Adding people to and removing them from Projects

    (0)
    Posted on October 22nd, 2008Customer SupportProjects

    This video covers adding people to and removing them from projects. It also briefly covers resource availability and searching for users.

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