piabpe-help

The main menu is situated along the top of the main PROJECT in a box window and provides traditional hover/pull down menus giving access to all the functionality your permissions allow. In all cases the functions are activated by clicking on them.

Please note that if you are using a Team licence some of these items will not be present).

File provides access to the

• Logout
• Select Project
• Home - returns you to your home navigation diagram
• Dashboard
• My Files
• Open Checkout Folder - opens the checkout folder
• Open Reports Folder - opend the report folder
• Open Mail Folder - opens the mail folder
• Special Folders
• Start Browser App
• Update Client Support files - updates the reporting styles and other local resources from the server
• Exit

Portfolio provides access to the following when the user has Portfolio permissions and a Portfolio selected:

• Edit Portfolio Summary information
• Manage Portfolios
• System Project Properties

Project provides access to the following depending on licence type and permissions on the current project:

• View Summary Info
• Edit Project Summary Info
• Project Properties
• Collaboration
• Create new Project (note the project term may be aliased)
• Manage Projects (note the project term may be aliased)
• Manage Stages (note the stage term may be aliased)
• Manage Project Permissions
• Manage Document permmissons
• Manage Project Roles

Process provides the menu navigation from the method template of the current project

File Explorer Opens the file explorer with the current process documentation for the current project (only when a processes has already been selected)

Search provides access to the functionality for finding content including Keyword search and Flag search.

Reports (not present when accessing via a Team Licence) provides access to the reports available which will vary depending on permissions.

Project Controls provides access to the project controls of risk, issue, tasks and resources in appropriate groupings depending on the licence held, the permissions on the current project and whether a portfolio is selected.

Trend Analysis provides access to the forms for analysising property history at either project or Portfolio levels.

Admin provides access to a range of functions some of which are available when accessing via a Team Licence and some of which are not, some of these may also be switched on and off depending on your permissions on the current project:

• Options
• My Details
• Communicate with users
• Print Options -
• Manage Users
• Manage User Accounts
• Manage Permissions by User
• Manage Project Controls
• Manage Resources and users
• Manage Plan Dependencies
• Upload/Download Templates
• Export project
• Advanced Export
• Export Project Property Data
• Server log
• Reset Server language tables - resets language on the server
• Current SSL Certificate
• Show all process images - allows administrator to bypass the usual navigation rules and see any navigation diagram for any users rule.
• System project Property Definitions
• Other Project Property Definitions
• Update Project Property Cache - resets the cahched list of project properties as used when selecting propertie for a view.

Window - The traditional Windows controls enabling you to bring to the top one of many open windows.

Help - provides the link to fire up this help tool and any other PROJECT in a box help files installed on the local PC.   Finally the about form providing version numbers etc for support purposes as well as the customer ID for your licence account.