Download User Manual - Project Reporter

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TABLE OF CONTENTS
I.
Overview
pg. 3
II.
Roles & Security
a. Department Role Assignments
b. Project View
c. Project Team Member
d. Definitions
pg. 8
pg. 10
pg. 11
pg. 13
Adding and Maintaining a project
a. Login
b. Changing Project Reporter Password
c. Adding a New Project
d. Project Description Example
e. Assign Lead Roles
f. Entering User Defined Fields
g. Bookmarking a Project
pg. 14
pg. 15
pg. 19
pg. 21
pg. 22
pg. 26
pg. 27
Status Updates
a. Entering and Maintaining Project Status & Project Notes
b. Latest Status Update
pg. 28
pg. 29
Tasks Tab
a. Adding & Maintaining a Task
b. Updating Task Status
c. Adding Notes to Task
d. Organize Assignments
pg. 30
pg. 32
pg. 33
pg. 34
Documents Tab
a. Add a Document
b. View Details
c. Edit Details
d. Delete Document
e. Lock a document
f. Edit Document
pg. 35
pg. 39
pg. 41
pg. 42
pg. 42
pg. 46
VII.
History Tab
pg. 50
VIII.
Member List Tab
pg. 50
a.
pg. 50
III.
IV.
V.
VI.
IX.
Group Email
Reports
a. Producing Reports
b. Sample Reports
c. Downloading Report Data
pg. 53
pg. 56
pg. 63
X.
Search Feature
pg. 66
XI.
Department Coordinator Role
pg. 69
XII.
Project Dashboards
pg. 70
Project Reporter Guide – .NET version 1.0
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