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Intellisys Project Desktop/Enterprise User Guide


Table of Contents

1. Introduction
1.1. The software
1.2. Before you start
1.2.1. Taking backups
1.2.2. Converting from a trial version
1.3. Conventions used in this manual
2. Quick start
2.1. Introduction to the main window
2.2. A sample project
2.3. Create users
2.4. Create a project hierarchy
2.5. Assign the resources
2.6. Change estimated effort
2.7. Add a dependency
2.8. Print a report
2.9. Adjust and print the Gantt chart
2.10. More Information
3. A methodology for using the software
3.1. Creating resources
3.2. Building the Project Hierarchy
3.3. Filling in Effort Estimates
3.4. Assigning Resources and Levelling values
3.5. Adding Dependencies and Constraints
3.6. Understanding and Correcting your schedule
4. Working with Resources (Admin)
4.1. Creating and editing resources
4.2. Deleting a resource
4.3. Changing a resource's working hours, vacation etc
4.3.1. Setting vacation days
4.3.2. Setting special working hours
4.3.3. Copying changed working hours
4.3.4. Applying a template
4.4. Resetting user passwords (Enterprise)
5. Working with projects
5.1. Adding subprojects to the selected project
5.2. Inserting projects between other projects
5.3. Deleting
5.4. Moving projects around
5.4.1. Moving to a new spot
5.4.2. Moving up and down
5.4.3. Changing Indentation
5.5. Project Templates via copy-paste
5.6. Finding projects by summary
5.7. Adding and removing a constraint
5.8. Adding and removing dependencies
5.8.1. Adding a dependency - Attribute table
5.8.2. Adding a dependency - Gantt chart
5.8.3. Deleting or changing a dependency
5.8.4. Errors in dependencies
5.9. Finding dependencies of a project
5.10. Adding estimated material usage to a project
5.11. Editing an entire subtree
5.12. Editing in the Attribute table
5.13. Project attributes
5.14. Recurrent projects
5.15. Letting others see your project (Enterprise)
6. Allocating Resources to Tasks
6.1. Single and Multiple Resource tasks
6.2. Setting a task to use multiple resources
6.2.1. All resources must work simultaneously
6.2.2. Resources may work at different times
6.3. Changing the assigned resources
6.3.1. Single-resource task - changing assignment
6.3.2. Multiple-resource task - changing resources
6.3.3. Subtree of single-resource tasks
6.3.4. Subtree of multiple-resource tasks
6.4. Getting the system to choose a resource
6.5. Resources working on multiple tasks simultaneously
7. Adjusting the schedule
7.1. Automatic scheduling considerations
7.1.1. Default scheduling policy
7.1.2. Which projects are scheduled
7.1.3. The Scheduling timeframe, and past projects
7.1.4. Resource levelling
7.2. Effort, allocation, start and finish
7.3. The schedule editing dialog
7.3.. Changing dates, effort and allocation
7.3..1. The adjustment panel
7.3..2. Changing the start or end date
7.3..3. Auto-calculating effort or allocation
7.3..4. Checking the schedule before saving changes
7.4. Moving a project hierarchy into the future
7.5. Changing a project plan midway through execution
7.6. Freezing and unfreezing schedules
7.7. Viewing schedule conflicts
7.8. Viewing schedule restrictions
7.9. Setting a baseline schedule
7.10. Using priorities
7.11. Splittable and Squeezable tasks
8. Tracking project progress
8.1. Entering actual time spent
8.2. Entering percent complete for a task
8.3. Entering percent complete for a subtree
8.4. Marking projects as completed
8.5. Entering materials actually used
9. Project costing
9.1. Estimated cost for a project
9.2. Actual cost for a project
10. Getting an overview
10.1. Using the dashboard
10.2. Using the Project Dashboard
10.3. The Critical Path and PERT view
10.4. Task lists and Resource Utilization view
10.5. WBS Chart view
10.6. Calendar view
11. Generating reports and charts
11.1. The Report designer
11.2. The Report properties dialog
11.3. Adding tables
11.3.1. A simple one-table report
11.3.2. Table properties toolbar
11.3.2.1. Data
11.3.2.2. Layout
11.3.2.3. Export
11.3.3. Resizing and autosizing table columns
11.3.4. Table pagination and repositioning
11.3.5. What data gets displayed
11.4. Adjusting the margins
11.5. Adding text
11.6. Adding images and charts
11.7. Adding boxes and lines
11.8. Custom header and footer
11.9. Saving and using a template
11.9.1. Saving to a file
11.9.2. Saving as private or shared
11.10. Report preferences
11.11. Title, author, date and notes
11.12. Table types in reports
11.12.1. Project report table
11.12.2. Task list table
11.12.3. Project time tracking report
11.12.4. Project resource usage profile
11.12.5. Time resource usage profile
11.13. Standalone charts and plots
11.13.1. Quantity versus time plots
11.13.2. Project histogram
11.13.3. Project pie chart
11.13.4. The layout dialog for plots
12. Customizing the views
12.1. Preferences
12.1.1. Displaying in hours or days
12.1.2. Changing the date display format
12.2. Filtering in the Summary view
12.3. Adjusting the Gantt chart
12.4. Re-arranging Columns in the Attribute table view
12.5. The Attribute table header popup
12.6. Scrolling to a column
12.7. Customizing the columns displayed
12.8. Defining new columns
12.9. Renaming or modifying existing columns
12.10. Sorting columns
12.11. Key bindings
13. Other features
13.1. Access control
13.2. What-if scenarios using snapshots
13.3. Time Tracking
13.4. Messages and documents
13.5. Earned Value Management
13.5.1. Earned Value features in Intellisys
13.5.2. Primer on Earned Value Management
13.6. Formulas
13.6.1. Predefined functions
13.7. Import and Export
13.7.1. Exchanging data with MS Project
13.7.2. Saving Intellisys Project Files
13.8. Calendar integration
13.9. Archiving and unarchiving projects
13.10. Concurrent editing (Enterprise)
13.11. Offline operation (Enterprise)
13.11.1. Server connection not available
13.11.2. Switching to offline mode while online
13.11.3. Synchronizing after working offline
13.11.4. Limitations when working offline
13.11.5. Time tracking when offline
13.11.6. Snapshot feature when offline
14. Other administrative tasks
14.1. The Admin console
14.2. User administration
14.3. Materials, Billing codes, Departments and Locations
14.4. Organizational time templates and holidays
14.5. Creating departments
14.6. Upgrading your licence
14.7. Define column visibility permissions
14.8. Compact DB
14.9. Email server (Enterprise)
15. Definitions (Alphabetical)

List of Tables

12.1. Special Summary view key bindings
12.2. Summary view and Attribute table key bindings