Loading...
Changes Saved.
Error Occurred!
project management software KnowledgeBase

FAQ - All

Articles

  • Assigned to task percentage: What does the percentage indicate?
    This percentage indicates the percentage of an individual's time (per-day) that will be allocated to a task.
    2.00 - Similar Articles
  • Can custom fields created be sorted?
    Currently there isn't a sort feature for custom fields in the admin. When creating custom fields they will be shown in the order they were created. It is possible of course to delete the field that is out of order and recreate it in the order you like. Of course any existing data in a field...
    4.00 - Similar Articles
  • Can I add custom fields?
    Yes, you can add custom fields. Click on "System Admin" Click on “Custom Field Editor” From there you can add custom fields to Projects, Tasks, Calendar and Companies.
    4.00 - Similar Articles
  • CO Check-Out Files
    The Check Out Files system (Document Version Control) is available to assist you with checking in and out uploaded file attachments when edits or updates are necessary to those files. It can be reached from the projects and tasks screens on the "Files" Tab or from the "Files" menu...
    4.00 - Similar Articles
  • Deleting a Task
    To delete a task Navigating to the the task: Click "Projects" Click on the Project Name You now will see the tasks that reside in the project. Click on the Task Name Click on the "Delete Task" text link in the top right of the screen under the "New Task" & "New File"...
    4.00 - Similar Articles
  • Does my browser display update or refresh on it's own?
    Your web browser should not refresh or update unless you interact with the software by clicking a button or some other action item in the project software. One of the most logical reasons for this is so that any information you may be filling out on an open page is not overwritten by an automatic...
    4.00 - Similar Articles
  • How can I print a Gantt Chart?
    While printing Gantt charts goes against the "Live Data" advantage that online project management systems afford you, if a printer version is necessary it is possible. In most browsers you can simply hold the Control button and press P. Browsers will typically attempt to print the current...
    4.00 - Similar Articles
  • How can I print a project and a list of its tasks?
    You can print a list of tasks filtered by project and date if you like. Click on a report Click on the “Reports” link Click on “Task List” Printing reports however, is in our opinion is not a best practice as the moment you print it and there is an update...
    2.00 - Similar Articles
  • How do I allow someone or a guest to view projects but not edit anything?
    If you have not edited or deleted the "Guest" Role in the System Admin we have a short cut for this. Got to "User Admin" Create a new User. Click on the "Roles" tab. From the "Add Role" drop down select "Guest" Click the "Add" button. Forward the user name and password to the new user and...
    4.00 - Similar Articles
  • How do I change a user name?
    It is not possible to change a user name from within the program. Simply create another user with the name you would like and reassign projects owned or assigned to the old user name to that user if necessary. Best Practice: Set up a user name for every user creating or interacting with projects...
    0.00 - Similar Articles
  • How do I delete a company?
    Companies can only be deleted if no projects are associated with them. If there are no projects associated with the company you want to delete and you have the proper user permissions to delete companies then: Click click on "Companies" file menu item Click on the company name text link for...
    2.00 - Similar Articles
  • How do I delete a company?
    The delete “Text Link” will show up on the top right of the "Edit Company" screen if there are no projects assigned to the company you want to delete.
    2.00 - Similar Articles
  • How do I delete a project?
    To delete a project, first click into the project. Then look for the "Delete Project" link and Trash can icon in the top right of the page. It should be just under the "New File" button. If the link is not there then you may not have permissions to delete projects. Please check with your...
    4.00 - Similar Articles
  • How do I delete an uploaded file?
    Main Menu "Files": Click on "Files" in the main menu. Click on the "Edit" icon in the far left column. (This icon will only be presented if the file is not checked out by someone else. If a file is checked out the CO column will indicate that users name.) You then will be presented with the...
    2.00 - Similar Articles
  • How do you set the Time Zone | V2.1.1
    In the current version 2.1.1 the time zone is set by the server the software is loaded on. This is an issue that is being addressed in an upcoming version but at this time we do not have an expected date of implementation.
    5.00 - Similar Articles
  • How is the actual finish date adjusted?
    The actual finish date is set automatically calculated by the latest target date entry for any task within the project. To change the actual finish date you will need to edit the target date entry for the task with the latest date.
    4.00 - Similar Articles
  • How to I restrict user access to specific projects?
    The User permissions system is set under "User Admin" area. Set a Role first, then defining permissions if needed. Please see the "User Admin" section of this help system for further information.
    2.00 - Similar Articles
  • Is there a way that users of a forum can be restricted from editing forum details but allow to add a topic or reply to a post?
    Yes, to see this in action create the following role. Create a New Role Click on "System Admin" Click on "User Roles" In the text box in the Role ID column enter "forum_reply" In the text box in the Description column enter "Forum Reply" Click the "Add" button ...
    4.00 - Similar Articles
  • Problems with Pop-up Window | Calendar, Color Selector, Help
    Typically, the first time you visit your project management software installation and click on a date icon, the color selector or the help system your web browser alerts you that there has been a pop-up request. Most web browsers ask you how you'd like to handle this in the top of the browser...
    0.00 - Similar Articles
  • Project Statuses Explained
    The Project Statuses have been created to span multiple industries and use a logical progression. Some of the statuses are used simply as containers for projects and a few that are treated differently by the program itself. The statuses in red below are handled uniquely by the project software...
    4.00 - Similar Articles
1