1. Video Tutorial

1. How to manage Views – Grid  How to navigate and manage Grid view. Grid Tab Grid tab enables to visualize objects as a spreadsheet format. Open a record Double-click on the record line you want to open. Create a new record Add/Remove columns To add a new column To remove a column Order columns […]

1. Charts How to navigate and manage Charts. Charts tab Chart tab enables to visualize objects in another way than a simple list of records. You can create portlet that contains several “Charts Portlet” as Histogram, Line Chart, Pie Chart, Scatter Chart. Warning: Only data displayed in the selected view will be analyzed in the […]

1. How to manage Views – Masterplan How to navigate and manage Masterplan Views. Masterplan tab enables to visualize objects in another way than a simple list of records. An object and its sub-objects are displayed in a timeline, so to be correctly displayed, objects must have dates. You can also directly open objects by […]

1. How to manage views: Kanban Kanban tab Kanban tab enables to visualize objects in another way than a simple list of records. You can organize objects by column. You can also directly open objects by this view and create a new one. Data displayed in Kanban tab Contrary to Graph view, by default data […]

How to manage Views: Roadmap How to navigate and manage Roadmap Views Access to the Roadmap Roadmap enables to visualize objects in another way than a simple list of records. Records are displayed in a timeline, so to be correctly displayed, objects must have dates filled correctly (Planned Start and Planned Finish dates). You can […]

1. How to manage my Favorites Access to my Favorites  Identification of a Favorite In a view A star is displayed in the “Fav.” Column. In an object A full yellow star is displayed in the record header. Add / remove a record to my Favorites 2. Video Tutorial

1. How to customize my environment Interface language, Default Start Page, Calendar, My Photo, Timesheet default tab. For all these options,  Go to the user Preferences: To have your changes been taken in account, Save then Logout. Change my email address Remark : this address is by default manage by your administrator, don’t modify it […]

1. How to change your password 2. Video Tutorial

1. My Calendar View My Calendar View displays all objects that are defined with dates and with the “Show in user calendar” object option in the object configuration (cf. Administrator) and the most important, object for which you have a role assigned. Dates used to display the object in the Calendar can be “Required Dates”, […]