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07/23/2019
Knowledge base, Projects
Administrator, Manager, Proponent, Reporter, Supervisor

Giving other users access to a project as a deputy project manager

You can share responsibilities and give other users access to a project as deputy project managers, allowing those users to report project statuses and support you in your role as project manager.

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04/12/2019
Knowledge base, Monthly report
Administrator, Manager, Proponent, Supervisor

Exporting the monthly report as a PDF

If you’d like to export the information available into a PDF file, you are able to generate this document from the export option available in the top-right part of the screen.

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04/12/2019
Heatmap, Knowledge base
Administrator, Manager, Proponent, Supervisor

Exporting the heatmap report as a PDF

If you’d like to export the information available into a PDF file, you are able to generate this document from the export option available in the top-right part of the screen.

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01/29/2019
Knowledge base, Workspace
Administrator, Delegate, Manager, Proponent, Reporter, Supervisor

Recovering your password

If you forgot your account password, you can request to reset it from the login screen.

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01/29/2019
Knowledge base, Workspace
Administrator, Delegate, Manager, Proponent, Reporter, Supervisor

Editing your profile

Your profile can be modified from the “Settings” option (last item in the menu), by clicking on the “Profile” link.

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01/29/2019
Knowledge base, Monthly report
Administrator, Delegate, Manager, Proponent, Reporter, Supervisor

Filtering the monthly report

Going back in time to search for previous status reports (e.g. 6 months ago) can be easily done through the filter options present in the top-right part of the screen.

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01/29/2019
Knowledge base, Monthly report
Administrator, Manager, Proponent, Supervisor

Browsing the monthly report

The monthly report presents all the active projects in a selected period and their associated information, together with the last status report.

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01/29/2019
Heatmap, Knowledge base
Administrator, Manager, Proponent, Supervisor

Filtering the heatmap report

Going back in time to search for previous status reports (e.g. 6 months ago) can be easily done through the filter options present in the top-right part of the screen.

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01/29/2019
Heatmap, Knowledge base
Administrator, Manager, Proponent, Supervisor

Searching the heatmap report

Searching the heatmap report can be done through the search field present in the top-right corner of the page.

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01/29/2019
Heatmap, Knowledge base
Administrator, Manager, Proponent, Supervisor

Browsing the heatmap report

The heatmap report presents all the active projects in a selected period and their associated status reports for three months before, including the predicted status for the ongoing month.

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