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Template Record

  • Updated

On a Template record, you can see general details of that record as well as any tags that are assigned to the Template.

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 You can also add a tag to the template which allows users to find the template by searching for that tag. To add a tag to a record that is already in the system, type the first 3 letters of the tag that you wish to add and a drop-down list will appear; selecting an option will add the tag. To add a tag that is not in the system; type in the name of the tag and click the tick to add the tag, or click the cross to close the box.

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Function Buttons

At the top right of the record there are these function buttons:

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  1. Edit Record allows you to edit the currently selected record.
  2. Obsolete record allows you to obsolete the current record so it cannot be selected & seen anywhere else on the site (unless you have security to be able to).
  3. Clone record which allows you to create a clone of the current record.

 

Timeline widget

On the timeline widget you can see and edit (if you have permissions) the timeline template.

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To add and event on the timeline click v.png and this will add a new top level event. If you have an event selected when you click  v.png  then it will bring up a menu asking if you would like to create a new event above or below the current event or create a child event under the currently selected event.

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To turn an already created event into a child & top level event simply drag and drop the event where you would like it to go on the timeline table on the left.

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To edit event information from the project table, double click on the field that you wish to edit and it will allow you to edit that field. For example, if you wanted to change the name of an event, you would double click on the name and then type in the new name; to save your changes click off of the field.

 

To edit the event information in more detail, double click on the event in the timeline workflow; this will open the box shown below:

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From this table you can edit details such as:

  • Set it so that evidence must be uploaded upon task completion
  • Set it so that the event owner must approve the event completion
  • Set the event as the start & end date for the project
  • Assign resource to the project to give you an accurate cost on the financial tile on general detail that automatically updates.

 

To assign a resource click r.png which will bring up another pop up where you can assign your resources.

To add a new resource click q.png which will add a new resource for you to fill out.

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  • Job role allows you to select the role of the resource you are assigning.
  • Allocation allows you to set the percentage of the task that they are required for.
  • Owner allows you to select he owner of the event
  • o.pngDeletes the resource

To move an event & change the duration you can either;

  1. Change the dates & duration in the timeline table & event pop up

OR

  1. Click and drag the event in the timeline workflow
  • Changing the duration will move the end date and leave the start date unchanged.
  • Changing the start date will move the event to start on the new date and keep the current duration.
  • Changing the end event will change the duration of the event and will not effect the start date.

 

To set a dependency between 2 events you hover over one of the events. A dot will appear either side of the event. Click on the dot and drag it to a dot on the event you want to create the dependency between and release.

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To delete a dependency, click the line between the to events showing the dependency and it will be highlighted in blue; then press delete on your keyboard.

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Then it will bring up a pop up to confirm that you want to delete the dependency between the two events.

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You can change the workflow to show it in a weekly or monthly view by selecting your preference from the top right of the widget.

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To see the events in a table view with detailed information on each even click the e.png  button at the top right of the page.

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Add resource at the top will allow you to add resource & job roles onto events. To do this clickd.png and then it will bring up a pop up for you to add the resource. Add the resource you wish and click save. This will add that resource to all the events you selected.

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Remove resource will allow you to remove resource from multiple events. To do this select the events you wish to remove resource form and click h.png . This will then bring up a pop up with all of the resource that are assigned to all of those events. You can then select which job role you wish to remove and click remove resource. This will remove the remaining job roles on the pop up form all events selected.

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To go back  to normal view click the f.png  button again.

 

Project Widget

Below the Timeline Gantt chart you can see the Projects widget. Here you can find all the projects that currently use the specific timeline template.

Projects can be filtered by clicking the Screenshot_2022-02-03_at_13.50.44.pngicon next to each column header. For more information on how to use this function see Filters.

 

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Sort Projects

You can sort the projects by grouping them. To do this, drag the column header that you wish to group by into the blue box above the columns. This will sort the projects into groups defined by the column header, an example is shown below:

The projects are sorted by start date by dragging the Start Date column header into the blue box above the columns. As you can see the projects have now been grouped by Start Date. 

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Clicking on a project name will take you to that project record.