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Webforum Project Management User & Administration Manual Admin ................................................................................................................ 111 Groups ........................................................................................................................... 112 Users .............................................................................................................................. 114 Resources ...................................................................................................................... 115 Global Resources .......................................................................................................... 115 User Category Assignments .................................................................................................... 115 Job Roles ................................................................................................................................ 116 Calendar ........................................................................................................................ 117 Customers ...................................................................................................................... 117 Customer Details ..................................................................................................................... 118 Categories ...................................................................................................................... 119 Custom Fields – Issue specific ................................................................................................ 125 Issue Web Forms ........................................................................................................... 126 UOM ............................................................................................................................... 129 Currencies ...................................................................................................................... 130 Risks Parameters........................................................................................................... 130 System Options .............................................................................................................. 131 Projects/Status reports in My View ................................................................. 134 API ..................................................................................................................... 135 Support & Contact Information ....................................................................... 136 Appendix 1 Mobile Interface ............................................................................ 137 Time reporting ................................................................................................................ 138 Issue management ........................................................................................................ 139 Appendix 2 Reporting and Analysis tool + Charts ......................................... 143 Reporting Fundamentals ............................................................................................... 143 How to create a chart ..................................................................................................... 146 Filters ............................................................................................................................. 147 Report & Analysis .......................................................................................................... 151 Filtering .......................................................................................................................... 154 Advanced reports ........................................................................................................... 155 Printing, Exporting and Saving reports .......................................................................... 156 Copyright Webforum Europe AB 4
