iTeam Functionality

This Document can be found in the following categories:

Grids

Column headers on the grids in iTeam can be used to sort and filter the data contained in them. Click on the triangle symbol following a column title to open the column menu then select a Filter. Enter the value to filter the column.

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Example of filtering the resource column on the effort forecast grid.

All Columns can be sorted in ascending or descending order by clicking once on the header text. Click again to sort in the opposite direction.

Get Data Side Bar

The Get Data Side Bar is available from every page in 'Portfolio Management' on the left side of the window.

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Expand panel button along the left side on a page.

The Get Data command requires that project and resource nodes are selected and that the start date, granularity type and number of periods have valid entries before returning data from the database. Expand a sub tab by clicking the Image icon

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Get Data panel with expandable sub tabs.

Permissions

Permission effects which Resource and Project nodes are available to the user and also which commands are available on each page. See the below table for reference.

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