Menu Structure

This Document can be found in the following categories:

  1. File

    Login

    New

    Open

    Open Excel

    Close

    Save

    Save As

    Change Password

    Exit

  2. Edit

    Edit Resource OBS

    Edit Project OBS

    Edit Cost Center OBS

    Edit Rates

    Edit Project Hierarchy

    Edit Skill Hierarchy

    Edit Resource

    Edit Skills

    Edit Project

    Edit Assignment

    Replace Assignment

    Priority

    Use Global Priority

    Use Unit Priority

    Set Global Priority

    Set Unit Priority

    Delete Row(s)

    Copy

    Paste

    Paste Import

    Save Clipboard

  3. View

    Workbooks

    Portfolio Data

    Portfolio Analysis

    Portfolio Schedule

    Resource Request

    Baseline-Forecast-Actuals

    Project Hierarchy

    Resource Hierarchy

    Skills Analysis

    Capacity Model

    Reports

    Status File

    Dashboard

    Financials

    Comments

    Show Project Rights

    Show Projects Only

    Formula Bar

    Show Sheets

    Show Header Rows

    Set Header Rows

    Sheet Legend

    Define View

    Define Report

    Define Formula Fields

    Map Project Optional Fields

    Map Effort Optional Fields

    Version

  4. Insert

    Resource

    Project

    Assignment

  5. Format

    Column

    Width

    Autofit

    Hide

    Unhide

    Lock

    Unlock

    Unlock All

    Restore Default

    Set Column Defaults

    Repeat Column Operation

    Row

    Height

    Table Row Height

    Autofit

    Table Autofit

    Suppress Colors

    Remove Change Highlight

  6. Tools

    Recalculate

    Optimize Allocation

    Use Unused Capacity (Skills Only)

    Use Unused Capacity (All)

    Use Lower Priority Allocation

    Units in Hours

    Apply Attrition

    Portfolio Cumulative

    Allocate Committed First

    Import MSP

    Export MSP Project

    Export MSP Resources

    Import CSV

    Options

  7. Filter

    Advanced Filter

    Overutilization Filter

    Underutilization Filter

    Show Shortfall Only

    Set Priority Filter

    Remove Priority Filter

    Changed Record Filter

    Hide External Projects

    Hide External Resources

    Remove Sheet Filter

    Remove All Filters

    Reset Filter Options

  8. Database

    Get Data

    Save Data

    Restore to Last Save Data

    Drop Locks

    Submit Status

    Submit Baseline

    Save Scenario

    Submit Requests

    Create Template

    Get Template

  9. Help

    Contents

  10. Admin

    Administer Lists

    Edit Rights

    Edit Locks

    Edit Node List Filters

    Lock Periods

    Unlock Periods

    Save Column Headings

    Check License

    Update License

    Set LDAP