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  • How to use the Start Page

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    Posted on May 20th, 2009Customer SupportProjects

    When you log into Vertabase you will see the Start Page. By default, this page allows you to quickly see the status of your projects in terms of comppleteness, schedule and budget health, and other information. The default page is labeled Your Projects. This is the list of projects that has been assigned to you or that display your name as the manager. Use the View drop-down menu to select the option All Company Projects to see the full list of projects, including those not assigned to you. Click the All link at the bottom of the page to see all of the projects on a single page.

    Above the list of projects you’ll see a small search interface. The alphabet links allow you to find projects using the first letter of the project name. Click the All link to display all projects or use the Name and Number fields to refine your search. If you need to find all projects that have the text “DVD” in the project name simply type “DVD” in the Name field. This will capture all projects that have DVD anywhere in the project name. You can also use the Project Number in a similar way. “DVD” could be used as a prefix in the project number. You could enter this into the number field and Vertabase would find all projects that have DVD anywhere in the project number. The Show Advanced Search Options link can be used for a more detailed search. You can use the Project Priority, Client Status, Department or other fields.

    To quickly search through all projects use the Search All Projects checkbox. When you log in, make sure you click the Search All Projects checkbox and enter a partial name or partial number before clicking the search button.

    Note that you can export the list of projects as a PDF document. This allows you to send the list as an attachment to an e-mail. Within the list of projects we see project related information. For each project you can see the project name and project number (if used) in the heading. Other information such as the client, manager, priority and associated departments are also visible. The Next Deliverable field displays an incomplete task who’s due date is closest to the current date (or the oldest incomplete task). Quick Links allow you to jump directly to the project’s schedule, budget, documents or issues.

    The project status field could have a value called “Planning.” In this case, you may not see the project in the list. You’ll only see projects with a status of planning if you are an administrator, project manager or project owner.

    Other project fields displayed in the list are the scheduled start date of the project and the scheduled delivery date. If a project has a budget, you’ll see the estimated net cost of the project and the actual net cost of the project. The links for these costs will take you to the project’s budget page.

    The icon of the project calendar is left of the project name. Clicking the icon will open a pop-up window showing you a timeline of the project’s tasks. Several months of the project’s timeline can be displayed simultaneously by checking the checkbox next to the Past and Future links. Check the checkbox before clicking those links.

    Underneath the icon you may see two circles which indicate project health. The leftmost circle whether or not the project is on or off schedule. Red indicates off schedule. Green indicates on schedule. See the video on how critical tasks are used to determine the status of this schedule health indicator.

    The circle to the right indicates budget health. A red circle indicates off budget. A green circle indicates on budget. To learn more about the budget health indicator see the video Budget Health Indicator. The project percent complete is located just beneath the colored circles. The percent complete for the project is calculated from the percent complete values of the project’s tasks.

    By default the start page will display the list of your projects. You can change the default start page by editing the option called “Start Page” in your user account. To edit this option click your name as it appears at the very top of the page next to the label “Logged in as:”. This takes you to the View User page for your account. Click Edit in the secondary menu to see the Edit User page. Here you will see a field labeled Start Page. By default it is set to Project List. The Project List page is what you see when viewing your projects. You can select any option from the list depending on how you intend to use Vertabase. For example, if your role in Vertabase is to update information relating to tasks that have been assigned to you, the Daily Task List page might be the best option as your start page. This page allows you to quickly log into Vertabase, update your tasks, submit timesheets and log off very quickly. If your role involves tracking and managing issues, it might be better to have the Issue List as your start page. Immediately after logging in you can add information and update issues. My Report Templates is a very useful start page for granting access to limited, summarized status information on projects or tasks. Use this option to allow users to see the list of custom reports created for a select list of users. After selecting the option of your choice, click Save Changes on the Edit User page to confirm the changes. The change will take effect the next time you log into Vertabase.

    See related video: Using the Start Page

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  • Adding Timesheets Using Daily Task List

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    Posted on October 23rd, 2008Customer SupportTimesheets

    This video covers how to add Timesheets to tasks using the Daily Task List page.

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  • Adding Timesheets to Unassigned Projects or Tasks

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    Posted on October 23rd, 2008Customer SupportTimesheets

    This video covers how to add timesheets to unassigned projects or tasks.

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  • Adding Timesheets to Assigned Tasks

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    Posted on October 23rd, 2008Customer SupportTimesheets

    This video covers how to add timesheets to tasks.

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  • 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 Users to Tasks

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    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.

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  • Using Schedule Templates

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    Posted on October 23rd, 2008Customer SupportSchedules/Tasks

    This video covers using schedule templates.

    See video [5 min, 6 sec]

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  • Adding Subtasks

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    Posted on October 23rd, 2008Customer SupportSchedules/Tasks

    This video covers using subtasks to organize the task list.

    See video [5 min, 11 sec]

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  • Viewing the Schedule

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    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]

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  • Using Task Notes

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    Posted on October 23rd, 2008Customer SupportSchedules/Tasks

    This video covers how to use Task Notes.

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