NetOffice User Manual
Contents
1. Search Results Client Organizations 1 igne I3 Phone C Acme Ine 2125552345 Create Heport Select your task reporting parameters here and save the quer running your report Clients SelectAll Acme Inc Projects Select All Acme Website Assigned to SelectAll Unassigned Due Date All dates Between dates E m Complete gt All dates date Between dates Status Priority Reports Report Results Report Results 2 Matches Report Results CIECENEEenont Status Due Date Complete date Assigned toi Not 2003 07 ra 2 Started 17 Unassigned Greate Project Very 2003 07 z Plan high Open 18 manager i SAU INS APOTE quay te Fear SAVOL ESN FOR the NUN Report Name CALENDAR NetOffice contains a calendaring component though the calendar is not currently integrated with the projects or tasks elements so the user must manually add items on the calendar The calendar is optimal for meetings milestones deliverables and other events To add an event to the calendar click on Calendar in the main navigation located at the top of every page The current month page will load to add an event to a different click on the Previous or Next link at the bottom left of the page Click on the day link located in the top right hand corner of e2. Project Acme Website ML x Project ID Hagh No phase is currently active acma company website phase 1 Development site url http viser Project Manager manager 2003 07 15 19 40 Modified Acme Inc Open 4 88 MB Priority Active phase s Description Final site url Ganar Created Client Organization file size Hela Project folder size Helo Estimated Time Actual Time Scape creep Help Project Site Support hours hours i Days 1 Create gt Hew requests 0 Open requests D Complete requests PROJECT TEAM To add members of your own organization to a project the user must already exist in the system Only a system administrator can create new non client team users To add an existing user to your team navigate to the Project Page for the project to which you want add team members Scroll down to the Team section in the middle of this Page Click on the button above the team member list and the Add Team Members will appear Select the checkbox IV next to the desired user s Full Name field then click the above the list UsertPrajact Manager Leg Qu Home Projects Clients Reports Search Calendar Bookmarks Projects Acme Website Team Members Add Team Members Add Team Members T Full u FN me Work Phoni callabewrite collabowrite N
3. ind me U Reminder us ves Event recurs every week on fe this day BOOKMARKS To keep track of web site addresses associated with your projects use the bookmarking function Click on the Bookmarks item in the main navigation located at the top of every page on the team site The Add Bookmark Page will appear with the following fields Category New Category adds a new category to the above drop down Name URL Description Shared checkbox all team members see Home checkbox puts bookmark under My Bookmarks on your home page Comments checkbox not currently functional Private select from list of team members if you want only limited sharing Click the Save button and the Bookmarks s page will load listing the new bookmark Use the edit 2 button to edit the remove L button to delete Add bookmark Details Category Mew category Mame URE bhpcollab sourcefarge Description Shared e Home fe Comments Private fadmin collabowrite maisie teammember tim GNU Free Documentation License GNU FREE DOC HCENSE doc lt lt Double Click File to Open
4. USER PROFILE The user can reach Preferences by selecting the link in the top Right Navigation In the user profile you can specify Full Name as opposed to user name Title Email for notification purposes Work Home Mobile and Fax Log Out time with no activity after which system will log user out disables this function Timezone GMT the numbers correspond to global timezones postings by user will be timestamped according to timezone chosen Permission level and account creation date are listed as read only values Only those users who are assigned to the user s projects can see the user s contact information and vice versa The user can export the values of his her preferences to a comma delimited file User Profile manager Fullname ProjectMansger CS E Mal DmGermeicor pcom wark Phone Home Phone as Mobile Phone Fax fs Auto Log Out Help n see Timezone GMT Hel p E Perrnasssonis Project Manager Permissions Account Created 2003 07 15 15 38 PASSWORD The system administrator initially creates usernames passwords and permissions Once logged into the system the user can change his her password by selecting Change Password in Preferences If the user does not remember his her password he she can have the password sent to his her email address during the login process If the user does not have an email address in the system or does not
5. desired report and the report parameters will be saved The report will then be accessible from either the My Reports section in the home page or the Reports item in the main navigation You may also edit or delete the report from there Note saving the report saves the parameters and not the results therefore if your updates of a project or client impact the report the results will change the next time you view the report SEARCH NetOffice has a site wide search facility that allows you to comb the site for words or phrases To search the team NetOffice installation click on Search the main navigation located at the top of every page The Search Page will load asking for keywords You can also specify where in NetOffice you want to conduct the search All content Notes Client Organizations Projects Tasks Discussions Users If you choose All Content the search items will appear categorized under their appropriate headings ie Notes The Search Results Page contains all categorized results and allows the user to search again at the bottom of the results Search res ults for key words acme 3 Matches Search Results Projects 1 r 10 priority Client organization Status 0 14 Acme Website High Acme Inc Open Search Results Users 1 work Phone O aem 2125553456
6. fall into several categories Administrator Manager and User Administrators can maintain both business and technical aspects of the system Managers administrate projects they can add and edit clients projects project details calendars and reports but cannot upgrade the system create new or change existing system users or access the database Users can view most information but can only add new discussions notes tasks and linked content The Internal Project Site users also have access to the Client Project Site on the projects to which they are assigned Client users do not have access to the Internal Project Site When clients log in at the login page they are directed to the Client Project Site On this Site they can approve or reject documents file support requests review tasks or add a message to the bulletin board Clients only have access to their own projects and cannot view or edit projects that belong to other clients Clients also do not have access to those items that the project manager or other team member does not publish to the Client Project Site GETTING STARTED LOG IN Enter the username and password ask your system administrator if you do not know your username in the login screen If you have forgotten your password click Forgot Password and enter your username on the next screen The system will email a new password to you if your user profile contains your correct email address Login System R
7. view preferences To view the external Client Project Site click Go to Project Site 3 Location the site user s location is projected under the Main Navigation 3 in Figure 1 2 In some cases secondary page navigation will also appear here 4 My Projects the user can see and access the list of current projects assigned to that user or create new delete existing projects The use can also access the list from Projects in the Main Navigation from anywhere on the Internal Project Site 5 My Tasks the user can see and access the list of current tasks assigned to that user or delete existing tasks The use can also access the task lists under each project by visiting that project s page My Discussions the user can see access delete close or publish the list of current discussions or conversational postings on assigned projects The user can also access the discussions under each project by visiting that project s page My Reports the user can create new or delete existing project reports that include such information as outstanding tasks status and priority My Notes the user can view and edit existing notes Add m Delete Publish gt will add to Client Project Site Unpublish gt will remove from Client Project Site Ef gait View Import Export saves to spreadsheet Close Discussion disallows further posts to topic PREFERENCES
8. I ENT USER In order for your client users to log into their client site you must first add him her to the Client organization Navigate to the main Client Page and scroll down to the section Client Users Select the button in this section and the Add Client User Page will appear e User Name required Up to 16 characters the name with which the client will login to the client site e Full Name Last and First Names e Title optional Client s job title e Client Organization required Drop down of existing client organizations in the System e Email optional used for notifications e Work Home Mobile Fax Phone Numbers e Comments e Password required Up to 16 characters letters numbers case sensitive Click the Save button when finished and the Client Organization Page will appear Add Client User Ester details fer the user account qeu are cre eng fame Full name Decree sma Tile Feat Cent Q rgerszabon Acree Inc 7 E Mail Y Work Prone ie 95557456 Heene Fhonae T Mobile Phone Fax F d Enter the user s passmord Passward fw Conhirm Pasveard eem EDIT CLIENT USER Once you have added a client user you can edit this and other users for that client by navigating back to the Client Organization Page Scroll down to the Client User section of the page and click on the name of the user whom you want to edit The Client User Page wil
9. NetOffice User Manual Ctrl click any topic to jump to that section INTRODUCTION GETTING STARTED GETTING ORIENTED ICONS PREFERENCES USER PROFILE PASSWORD NOTIFICATIONS ADD NEW CLIENTS EDIT CLIENT USER PROJECTS EDIT PROJECT PROJECT TEAM PHASES TASKS EDIT TASKS DISCUSSIONS NOTES NEW SUPPORT REQUESTS MANAGING SUPPORT REQUESTS LI NKED CONTENT UPLOAD NEW DOCUMENTS 10 11 12 13 14 16 17 19 19 20 21 21 UPDATE DOCUMENTS PROJECT SITE PROJECT SITE USERS CLIENT ACCESS PUBLISH DELETE SITE OTHER FEATURES REPORTS SEARCH BOOKMARKS GNU FREE DOCUMENTATION LICENSE Copyright c 2003 Michelle L Feldman http www collabowrite net 23 23 24 25 26 24 27 27 28 32 34 Permission is granted to copy distribute and or modify this document under the terms of the GNU Free Documentation License A copy of the license is included in the section entitled GNU Free Documentation License INTRODUCTION NetOffice is an internet enabled system for use in projects that require collaboration over the internet Those organizations such as consulting firms that rely on a division between firm side and client side information will benefit most from use of NetOffice The system is divided in two parts which we will call I nternal Project Site and Client Project Site The project team excluding the client has access to the Internal Project Site On the Internal Project Site users
10. click the Add 158 button under Linked Content The Status Field regards approvals Approved Approved with Changes Needs Approval No Approvals Needed Not Approved Use the Browse button to locate the document on your hard drive Make any comments in the Comment field and add a version number if desired UsariProjact Manager Log Out Preferences Ge teo Home Projects Clients Reports Search Calendar Bookmarks A Projects Acre Website Add File Add File Comments estatus report Version 110 Once you click the Save button the Document Page will load with the following sections e Details lists the document type name version size owner comments publish status approval status and version history e Peer Reviews shows history of peer reviews allows for peer review uploading with comments Upload Document allows for upload of document owner s update with comments and version number To view the uploaded document click View in the version history under Details To download the document to your hard drive click Save in that section Document Detaits h Name 21 status report pd Versi n i 1 0 Date last modified 2003 07 16 19 46 Sure 18 46 KB Owner i Project Manager manager Comments tatus report Published Approval Tracking Needs Approval Version Mistery i Version 1 1 0 21 itatui report pdf Yew Save Peer Reviews There are currently no rev
11. ct the button at the top of the Discussion Page Closing deleting publishing and unpublishing can also be done from the Project Page under the Discussions section Post to Discussion Vacations Info Project Acme Website 214 Client Organization Acme Inc Owner Project Manager manager Published Yes Retired No Posts 1 Last Post 2003 07 16 15 47 Details Message Julie Teamember is going on vacation from November 2 15 NOTES To keep a brief record of a meeting or phone conversation or to call something to the project s attention use the note feature of NetOffice To add a note to your project navigate to the Notes section at the bottom of the Project Page Click on the the 99 button above the notes list Notes have the following fields e Project List of existing projects in the system e Date date note entered click the M button for a calendar e Topic Phone Conversation General Notes Conference Notes your sys admin can customize these e Description actual content of note Click the Save button when finished Edit the note by clicking the button on the Note Page or by selecting the box IV next to the note s name in the Notes list on the Projects Page and then clicking the button above the list Add Note Entry Details Fropsck i Acme wwenste Date 2003 07 16 Topic General Notes Sih peck foam member Dese
12. d from 4 project team postr made to a discussion Anew discussion topic veas created ADD NEW CLIENTS To create your first project in NetOffice you must initially create a client to which to attach the project Click on the Clients item of the top menu bar then click on the i button on the Client Orqanizations Page Fill out the form requires only the Name field If you upload a client logo the client will be able to see that logo on the client site Click the Save button when done Add Client Organization rwr if manager Fragd Manager Address eee nroaduay ew York HY 10016 zi Phone i 125552345 E Hail ooo O Commen Browse z LE Ere tails When you have saved your new client the main Client Page will appear This page provides information about the client and lists projects and client side users who will access the client site as opposed to the team site You can edit the Client Organization s Details by clicking on the the Client Organization Page or by selecting the box IV next to the client s name in the Clients list on the Client Organizations Page and then clicking the button above the list Success Addon succeeded Client Organization Acme Inc Errtaila Owner Propect Manager manager Mame Ense Ene Address 55 Broadwar Hem York NY 10016 Phone 2125552345 URL 1 E Mail Geman Created r 2003 07 15 16 724 ADD CL
13. ect Site Page Click next to the name of the user to be published and click on the Publish _ button Protects home Webate Project Ste Success The user war successfully granted permission to access the Project Site Project Site Acme Website Details Client organizadon Meng Ing Permitted Client Users add to Project Site estore sie UserName Phone Connected F lane Acme President some 2125553455 CLIENT ACCESS When the client user logs into NetOffice the project site home page will load rather than the time site He or she will have read only access to the following items e Project Details e Project Team e Client Tasks Clients will be able to freely add and edit e Document List same as Linked Content e Bulletin Board same as Discussions e Support Welcome Project Manager to Your Project Site C Bx Protect My Projects eee Status Preferences ous Clients will be able to post tasks under Team Tasks However in order for the task to appear in the client site the project manager must log into the team site and navigate to where the tasks are posted generally to the most current open phase of the project Edit the task and assign it to the appropriate team or client user Team Tasks Project Acme Website Created 2003 07 15 19 40 Create Project Plan make ms project plan with milestones and
14. ect types which will create certain phases this can be customized Status optional Not Started Open Suspended Client Completed Completed Max file size defaults to system wide setting set to larger size if you know that you will be uploading large files during the course of the project or smaller if you want to conserve space and limit user uploads have the sys admin reset the maximum allowable file size for the system Click the Save button when finished and the Project Page will appear Note Occasionally there is a mySQL error here but generally the user is added anyway Check with your system administrator if this error occurs Add Project Details Hama Acmewebste Printy High 8 ache company webrite phare 1 z evelopment ate uri inp jwnn arnein eom Fisal M wwnmemBInDOpeOm Client Organization azma ne E Enable Phases Tovetrete 9 Status open hia sire 5 Bytes EDIT PROJECT When you have saved your new project the main Project Page will appear This page provides Project Details Project Site Create Support requests information Discussions Team members list Linked Content documents Notes You can edit the Project Details by clicking on the 24 the Project Page or by selecting the box IV next to the project s name in the Projects list on the Projects Page and then clicking the button above the list
15. equirements License Please log in Language Default English User Name Password LogIn Forgot password GETTING ORIENTED Reports Search Calendar Bookmarks My Projects 4 tena to display Tasks 5 Ho itera to el Discussions terra to duplar Reports 7 No itera tm diapla hiv Notes g H o mera cele The Home Page Figure 1 2 on the Internal Project Site will appear after you have successfully logged in Other team members will also see this home page but the client will see an entirely different page which is discussed in Client Site and in Documentation for Clients From this page the manager or team member can access all aspects of the system except for the Menu Item labeled Admin My Bookmarks will appear above My Projects after the user has created bookmarks project related internet links l Main Navigation items circled with 1 in Figure 1 2 This menu bar appears at the top of every page on the Internal Project Site To return to the home page from any part of the Internal Project Site click on the item labeled Home in this navigation The user can also access all the major components of the site using this navigation 2 Right Navigation items circle with 2 in Figure 1 2 These links appear in the top right corner of every page on the Internal Project Site The user can log out or edit
16. f incidents for that type will appear To view the incident click on the title of incident you wish to edit From here you Can e change the status of the incident by clicking the edit 24 Open Complete e Click Add a Support Response to enter a resolution questions or comments see screen shot button New e delete the support incident by clicking the remove button e close the incident by changing it s status to Complete see above Propects Acme Website Support Reguests contact page Support Hequest contact page Ft oc I Info Project Bore Website Subject contact page Pra ry i High Status New Date 2003 07 15 15 18 User Fr Manager Message Contact Page gives sendmail error Add Support Response Home Projects Clients Reports Search Calendar Bookmarks Admin Propects Acme Website Support Requests contort page Add Support Response Details Message Created esmil amp ccounrs EOE conract page centeact page sendmail now working LINKED CONTENT UPLOAD NEW DOCUMENTS Workflow is a major component in NetOffice The Linked Content area of a project centralizes documents allows for assignments and approvals and enables versioning and review You may add a document of any kind here so long as it does not exceed the file size limits which you can set in the project s details To add a new file navigate to the desired project s home page and
17. irpons of this document UPDATE DOCUMENTS The author of a document may make his her own changes or want to incorporate peer review comments into an existing document To update the file navigate to the document s home page and scroll down to the Update file Section Check the version of the document you are updating and click on the appropriate version number The Status field refers to approvals Approved Approved with Changes Needs Approval No Approvals Needed Not Approved Use the Browse button to locate the updated file on your hard drive and upload it to the server Make any comments desired After you have clicked on Update File the document home page will load listing the newly updated document in Version History under the Details section To view the update click View in this section To download the update to your hard drive click Save Update file Details Select the version change to apply 01 01 i C status i Heads Approval Upload CADocuments and Setings Michelle Feldman Dic n to status report Browse PROJ ECT SITE CREATE PROJECT SITE As was explained in the Introduction to this manual NetOffice has two primary components team site and client site The client site allows your clients to login and see only their project or projects Furthermore you can control the documents assignments and discussions are available to the client NetOffice d
18. l hours Scope creep Help Days Project Site Create Support Mew requests 1 0 Manage new repeats Open requests 0 Manage open requests Complete requests 0 Manage complete request Phases Fi Total Tasks ro Planning 0 1 Design 0 2 Production 0 0 Testing Sign off 0 0 When the Phase Page for editing appears may alter the following fields e Status Not Started Open Complete Suspended e Start Date clicking on the will open a small calendar from which to choose a date e End Date this is an actual not projected date e Comments Click the Save button when finished and the Phase Page will appear Phase Planning Details Name Planning Phase ID 4 Status Nat started E Start date 03407 15 E End date E APA m cCommointe TASKS Eash phase of your project should contain tasks which in turn can contain sub tasks To add a new task navigate to the Phase Page and scroll down to the Tasks section J Click on the button above the list of tasks and the Add Task Page will appear You can edit the following fields Project required Drop down of existing projects in the system Task Name required short title of task ie Create Site Map Description Assigned To optional Drop down of team members on that project and client users if added
19. l load and you will be able to edit all of the above listed fields after clicking the button You can also directly access the Edit Client User screen by selecting the box next to the user s name in the Client User list on the Client Organization Page and then clicking the E button above the list Click the Save button when you have finished You can also export the user s contact information to a Vcard file by clicking the button and then clicking Save on the resulting dialog box Client Organization Acme Ine 47 Details Owner Manager manager Arte Ine Address S55 Browder Toi Hr 20016 Phone 2825552245 MEL E Mail Comment 2003 07 15 16 2 Client Projects ha to display Client Users Emai lans acme PROJECTS ADD PROJECT Once you have created the client to which to attach project navigate to the Projects item in P the top menu bar Select the button above the list and the Add Project Page will appear Project Name required Up to 50 characters Priority optional Very High High Medium Low Very Low Description optional Development Site URL if using a testing site Final Site URL Owner required Drop down of existing team users in the system Client Organization optional Drop down of existing client organizations in the System Enable Phases required Drop down of proj
20. me Website 14 Client i Organization BS Permitted Client Users Te Ho items to display PROJECT SITE USERS In order for clients to access the project site for their project the project must have an associated client organization Also the client user must exist first as a user under that client organization see Add Client Users To add an existing client user of the assigned organization to the project s team navigate to the project s home page and scroll down to the last item Project Site under Details and click on the Details link When the Project Site Page for that project appears scroll down to the Permitted Fal Client Users section and click on the Add L button When the Add Team Members Page appears click on the checkbox next to the name of the client user you want to add and click the Add button again Manager Loa Out 9 Home Projects Clients Reports Search Calendar Ofookmarks Admin Ante Website Propet Site Grant Permassion to View Project Site Add Team Members n A Es Ful name a Tithe User Name Work Phone Cen E Jane Acre Presdent acre 2125553456 Na The client user can now login to the client site but will not be able to add or edit items until you publish the user to the client site The same is also true for the consulting team members To publish a client user navigate to the Permitted Client Users Section of the Proj
21. nphon e wger will be on vacation from August 15 23 NEW SUPPORT REQUESTS When a client experiences technical or other issues with workproduct he or she can file a support request through the Project Site interface A team member may also file a request through the project site by clicking on the link Go to Project Site at the top of any team site page selecting the appropriate project and clicking on Support on the left hand side of the page The Add Support Request Page will appear and contains the following fields e Priority Very Low Low Medium High Very High e Subject e Message After clicking the Submit button the Support results page will appear and give the team member an opportunity to respond immediately to the support response Add Sapport Request b IE Priority High Project Team Subject one page l Team Tasks b Chant Tasks Contest Page gives mserd mail error P Bulletin Board D Hissige 2 Lea Qut MANAGING SUPPORT REQUESTS After a team member or client has filed a support request the manager or team member can add information to the request change the request s status and close the request out The Support Section lies beneath Details on the Project s main page The Support Section lists the type and number of requests in the queue new open and complete To manage a request of any of the three types click on the Manage link and list o
22. o contingencies then publish see the next section Status Da 2 1t Add Task PUBLISH In order to see any of the work posted to the team site team users must publish items to the client site After adding any item such as a document or a task the user can publish the item by either navigating to the section that contains the item or by going into the home page for that item If working from a section select the checkbox next to the item s name then click the Publish button If working from the item s home page simply click the Publish Button at the top of the page The item will now appear in its appropriate section in the client site To remove an item from the client site but retain in the system use the Unpublish L 2 button The Unpublish button is located in the same places as the Publish button DELETE SITE If you decide to remove the client site but wish to retain the project as active on the team site delete the site To delete or unpublish the client site navigate to the project s home page scroll down to the Publish Site item at the bottom of the Details Section and click the Details Link When the Project Site Page appears click the Delete L 1 button above the Details Section The Delete Project Site Page will appear asking for confirmation of the delete Click the Delete button to proceed The project home page will reload with confirmation of the client
23. oes not automatically create a site when you create project To create the client site navigate to the home page of the project Scroll down to the last item titled Project Site in the Details Section and click on the Create link The Create Project Site Page will appear listing the Project s name and the client organization if selected Home Projects Clients Reports Search Calendar Bookmarks A Projects Acme Website Create Project Site Create Project Site Details Project Acme Website Client Organization Acme Pt Le After clicking the Create button the Project Site will appear In order for clients to use this site you must first add client users to the organization listed as the client for that project if you have not already done so Then add these client users to the project team explained on the next page Finally in order for client users to see any documents assignment and so on in their site you must publish those items to the site A team member can access the Project Site from anywhere within the team site by clicking on the link Go to Project Site in the top right hand corner of any page To learn about navigating the client site see NetOffice for Clients documentation Urar Project Manager Log out Home Projects Clients Reports Search Calendar Bookmarks Projets Acme Website Project Site Project Site Acme Website Details Project Ac
24. one Demo Team Member teammeamber None The Project Page will load with the team member listed in the Team section To view the details of the team member either click on the user s name or select the checkbox IV next to the desired user s Full Name field then click the Dbutton above the list To delete a team member from the project select the checkbox IV next to the desired user s Full Name field then click the button above the list w Discussions No Wen to display eames iio x Deer sone Work Pisone Jemo Team Memb Mone teammember Hone Project Manager None manager Hone Linked Content p No items to display Notes PHASES All projects in NetOffice follow a project lifecycle methodology meaning that they are broken down into phases then tasks Your system administrator can customize these phases in terms of number order and names When you create the project the Enable Phases type you chose will automatically create the pre determined set of phases in your new project Note you can also choose not to enable phases at all You can edit the information pertaining to a particular phase by clicking on the name of the phase in the Phases section of the Project Page and then clicking the edit button when you reach the Phase Page You can also select the box I next to the phases s name and then clicking the f button above the list Estimated Time hours Actua
25. ory Eemmene No tems to display Task assigned to Project Manager manager DISCUSSIONS ADD Instead of constantly exchanging emails and losing track of these important chains of communication document discussions using this feature in NetOffice Team can initiate discussions the team can conduct discussions members and clients without including the To add a discussion to your project navigate to the Discussions Section at the bottom of the Project Page Click on the the button above the discussions list client by not publishing Enter the Topic and Message To include the client in the discussion by publishing to the client site select the box IV next to Publish Click the Save button when finished Add Discussion Ia Project Some Website 14 Client Organization ome Ino Owner Project Manager manager Details f acmions Message poes anyone have upcoming vacations need Eo schedule them into the project plan Published POST CLOSE To post to a discussion first navigate to the Discussion Page by scrolling down to the Discussions section of the Project Page Click on the Post Reply link in the Posts section QE a You may close the discussion by clicking the JUbutton from the Discussion Page Closing unlike deleting leaves a record of the discussion To delete a discussion entirely sele
26. recall his her username the user must request the password manually from the system administrator Home Projects Clients Reports Search Calendar Bookmark Preferences User Profile Change Password Notficstians Change Password manager Enter your old password then enter and confirm your new password Old Password New Paseword 1 Confirm Password NOTIFICA TIONS In the Notifications section of Preferences the user can choose whether to receive notifications via email at the email address specified in Profile AII notification is the system default To decline notifications the user can either leave the email address field in Profile blank or uncheck all of the boxes by selecting the Select Deselect All If the user wants to receive only a select group of notifications he she can choose on the basis of new task assignment assigned task status priority or due date change new project assignment or removal new discussion topic or posting Such notifications will occur only on assigned projects Preferences Usar Profle Change Password Notifications Edit E mail Notifications manager Select events for which you wish to receive E mail notification Select Deselect All T assigned to 4 new task The status af one of my tasks changes The priority of one of my tasks changes The due date of one of my tasks changes F 1 am added to project team am remove
27. site removal Uzer Project Manager Log Home Projects Clients Reports Search Calendar Bookm Projects Acme Website Project Site Delete Project Site Delete Project Site Delete the following Acme Website OTHER FEATURES REPORTS The Reports feature in NetOffice can be useful in preparing for status meetings and for compiling new task lists To put together a report click on the Reports item in the main navigation located at the top of every page on the team site The Create Report Page appears with the following fields all fields default to the Select All value e Clients list of Client Organizations in system e Projects list of projects in the system e Assigned To list of all team and client users including Unassigned e Due Date projected date complete choose either All Dates or enter date range in Between Dates fields e Complete Date actual date complete choose either All Dates or enter date range in Between Dates fields e Status Client Completed Completed Not Started Open Suspended e Priority None Very low Low Medium High Very high Note the user creating the report may only choose values associated with the projects to which he she is assigned Click the Create button and the Report Results Page will load with the results produced from the parameters you selected in the previous step You may edit the report by clicking the edit button To save the report type the
28. ssigned to multiple users the dates users assigned and comments will appear here EDIT To edit main task information click on the f button on the Task Page or select the box M next to the task s name in the Task section on the Phase Page and then clicking the f button above the list You can edit all the details of the task in Add Task except for the Phase and Client Organization Additionally e Complete Date actual date of completion e Assignment History Comments Press the Save button when finished DELETE To delete a task from a phase click the l button on the task s Task Page You can also delete the task from the Phase Page by selecting the box IV next to the task s name in the Tasks section and then clicking the button above the list v Task Create Project Plan le P if Info Project Phase Client Organization Created Assigned Acme Website Planning Acme Inc 2003 07 15 20 35 2003 07 15 20 35 Modified Details Name Description Assigned to Status Completion Priority Start data Due Date Estimated Time Actual Time Published Create Project Plan make ms project plan with milestones and c Project Manager manager Open 710 Very high 2003 07 15 2003 07 18 4 hours hours Comments Task update history Linked Content AZ ee No items to display Assignment Hist
29. to client site Phase required list of phases enabled for that project e Status required Not Started Open Suspended Completed Client Completed e Start Date optional the M button opens a calendar from which to choose a day Due Date optional this is a projected not an actual date Estimated Time optional in hours Actual Time optional Comments optional Publish check box you may publish the task if you have already created the client site Click the Save button when finished and the Task Page will appear Add Task Info Project Acme Website Phase Planning Chent Orgsnmzabon Acme Inc Name t Create Project Plan Desorption Details make ms project plan vith milestones and contingencies Assigned to manager Project Manager Phase Pisnning E Status Open H Completion To EA Priority very high Start date 5003 07 15 E Due Date 2503 07 18 E Estimated Timo BE hours Actual Time hours Comments EDIT TASKS VI EW To view task information click on the Task name field in the list on the Phases Page You can also view tasks assigned to you by navigating to the Home Page and click on the task s name in the My Tasks section The Task Page will load containing the following sections e Task Info e Details e Update History e Linked Content documents that are assigned only to the task e Assignment History if the tasks has been a
30. very day on the calendar page The home page for that day will appear click the add 152 button Calendar July 2003 July 2003 Monday Tuesday Wednesday Thursday Friday Saturday Sunday l a 4 2 Fa B 2 10 ll 12 13 14 15 16 17 18 19 20 Task Task Create Create Start Due date Date 21 22 23 24 25 26 27 29 29 20 i Previous Today Next Calendar The Add Event Page will appear with the following fields Subject the long name of the event Description Short Name required will appear in the day Start date defaults to day you selected change manually or using calendar button e date defaults to day you selected change manually or using calendar button Start Time End Time Reminder Yes or No Event recurs Checkbox Note there is no ability to change the end date or type for recurrence Click Save to add the event To edit the event navigate back to the calendar day page and click the box next to the event and the edit 24 button To delete the event click the remove button in the same manner You can also export the event as an iCalendar file using the export L 7 button Note there is no ability currently to publish to or view on the Project Site Add Details Subject Meeting ioco is status meeting with client Sh ends Start date F003 07 16 Bl End date 563 07 16 Start bme Bor
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