Difference between revisions of "My4pm/en/"

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= My Dashboard =
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= My Dashboard =
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4PM Dashboard is customized to each user according to user rights. We have gathered the most frequently used functionalities that users need for their daily work.
+
4PM Dashboard is customized to each user according to user rights. We have gathered the most frequently used functionalities that users need for their daily work.  
  
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[[file:3.13.nadzornaPlosca.jpg|750px]]
+
[[File:My_dashboard.JPG|800px]]
  
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== Quick access ==
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== Quick access ==
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The user optionally sets which short-cuts are more often used. To change Quick access list click the blue arrow icon.
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The user optionally sets which short-cuts are more often used. To change Quick access list click the blue arrow icon.  
−
 
+
*The window expands or. collapses by clicking on the link '''more/less''' on the bottom of the frame.  
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*The window expands or. collapses by clicking on the link '''more/less''' on the bottom of the frame.
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*The default view is the 5 elements.  
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*The default view is the 5 elements.
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*Content of Quick access can be changed in the title bar of the frame. By clicking a short-cut to open a pre-prepared lists: tasks, milestones, meetings, comments, tasks, comments, project, projects, new documents.  
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*Content of Quick access can be changed in the title bar of the frame. By clicking a short-cut to open a pre-prepared lists: tasks, milestones, meetings, comments, tasks, comments, project, projects, new documents.
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*Icon [[file:3.13.ikonaSeznam.JPG]] is a short-cut to full list of selected elements.
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* Icon [[file:3.13.ikonaSeznam.JPG]] is a short-cut fo full list of selected elements.
 
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[[file:3.13.hitriDostopOdprtPopUP.jpg|300px]]
 
  
 +
[[File:Quick_access.JPG|300px|thumb]]
  
 +
[[File:Tasks_my4PM.JPG‎‎|300px|thumb]]
 
=== Tasks ===
 
=== Tasks ===
 
The list contains all my tasks (accepted).  
 
The list contains all my tasks (accepted).  
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* To open '''task pop-up''' with details and comments click task name.  
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*open '''task pop-up''' with details and comments click '''task name'''.  
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* To go to '''project''', click project name (only if you have rights).
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*To go to '''project''', click project name (only if you have rights).  
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* [[file:3.11.1.ikonaPescenaUra.jpg‎]] add entry on work done.
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*[[file:3.11.1.ikonaPescenaUra.jpg‎]] add entry on work done.  
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* [[file:3.13.ikonaHitriDostopPuscicaDol.JPG‎]] quick link to '''adding task comment''' or change of task status to '''done'''.
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*[[file:3.13.ikonaHitriDostopPuscicaDol.JPG‎]] quick link to '''adding task comment''' or change of task status to '''done'''.
  
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[[file:3.13.HitriDostopDoNalog.JPG‎‎|300px]]
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=== Milestones  ===
 +
[[File:Ms_my4PM.JPG|300px|thumb]]
 +
The list contains all my milestones (accepted).
 +
*To open '''milestone pop-up''' with details and comments click milestone name.
 +
*To go to '''project''', click project name (only if you have rights).
 +
*[[file:3.13.ikonaHitriDostopPuscicaDol.JPG]] quick link to '''adding milestone comment''' or change status to '''done'''.
  
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=== Milestones ===
+
=== Meetings  ===
−
The list contains all my milestones (accepted).
 
−
* To open '''milestone pop-up''' with details and comments click milestone name.
 
−
* To go to '''project''', click project name (only if you have rights).
 
−
[[file:3.13.hitriDostopDoMejnikov.JPG|300px]]
 
−
* [[file:3.13.ikonaHitriDostopPuscicaDol.JPG‎]] quick link to '''adding milestone comment''' or change status to '''done'''.
 
  
−
=== Meetings ===
+
[[File:Mt_my4PM.JPG|300px|thumb]]
 
The list contains all my meetings (accepted).  
 
The list contains all my meetings (accepted).  
−
* click meeting name to open '''meeting pop-up''' with details and comments .  
+
*click meeting name to open '''meeting pop-up''' with details and comments .  
−
* To go to '''project''', click project name (only if you have rights).
+
*To go to '''project''', click project name (only if you have rights).  
−
* [[file:3.11.1.ikonaPescenaUra.jpg‎]] add entry on meeting work done.
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*[[file:3.11.1.ikonaPescenaUra.jpg]] add entry on meeting work done.  
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* [[file:3.13.ikonaHitriDostopPuscicaDol.JPG‎]] quick link to '''adding comment''' or change of task status to '''done'''.
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*[[file:3.13.ikonaHitriDostopPuscicaDol.JPG]] quick link to '''adding comment''' or change of task status to '''done'''.  
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* quick link to accepting/rejecting meeting invitation
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* [[file:4.7.ikonaRdecKrizec.jpg‎]].quick link to rejecting meeting invitation
 +
 
 +
=== Task comments  ===
 +
The quick list contains 20 latest task comments, by chronological order, newest on top.
 +
*[[file:3.13.ikonaHitriDostopPuscicaDol.JPG]] '''quick link''' to ''reply to comment''.
 +
 
 +
[[File:Task_commentsmy4pm.JPG|300px|thumb]]
 +
 
 +
=== Project comments  ===
 +
[[File:Project_commentsmy4pm.JPG|300px|thumb]]
 +
 
 +
The quick list contains 20 latest project comments, by chronological order, newest on top.
 +
*[[file:3.13.ikonaHitriDostopPuscicaDol.JPG]] '''quick link''' to ''reply to comment''.
 +
 
 +
=== Projects  ===
 +
Users can manage this list independently, project can be optionally added or removed from the list. User can choose from a list of projects that he/she participates. Projects that are managed by user are written bold.
 +
*Project name is link to project scorecard.
 +
*[[file:3.13.ikonaHitriDostopPuscicaDol.JPG]] quick links to tabs:
 +
**tasks and milestones
 +
**finance
 +
**comments
 +
**documents
 +
 
 +
[[File:Projects_my4pm.JPG|300px|thumb]]
 +
 
 +
=== Documents  ===
 +
[[File:Doc_my4pm.JPG|300px|thumb]]
 +
The list contains last documents uploaded to 4PM (according to user rights).
 +
The list contains:
 +
*link to document
 +
*upload date
 +
*uploaded by user
 +
*link to document folder.
 +
 
 +
== Calendar - hours input  ==
 +
For work entry and quick overview of reported work, milestones or tasks due date, meetings and holidays. Below it is also graphical overview of hours input, by project work, non-project work and absences.
 +
 
 +
[[File:Calendarmy4pm.JPG|300px]]
 +
 
 +
Calendar links: current date, past and future 5 days.
 +
*'''Date''' link to daily overview of work inputs.
 +
*'''Recorded hours''' sum of all recorded hours.
 +
 
 +
Icons:
 +
* [[file:3.11.1.ikonaPescenaUra.jpg]]click to open work entry form
 +
*[[file:3.13.ikonaMejnik.JPG‎]]
 +
**quick overview to milestones and tasks with due (color)
 +
**click to add new milestone
 +
*[[file:10.IkonaMozicki.jpg‎]]
 +
**quick overview to meeting (color)
 +
**click to add new meeting
 +
*[[file:3.13.ikonaSonce.JPG‎]]
 +
**holiday booking
 +
**click to add new holiday request
 +
 
 +
'''grey''': no link <br> '''color''': active link, open a form.
 +
 
 +
== My notifications and information  ==
 +
Traffic lights that notify the user on all important news, delays, missing entries and activities, *holidays and *travel orders.
 +
 
 +
[[File:My_notifications.JPG|300px]]  [[File:My_notifications_manage.JPG|300px]]
  
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[[file:3.13.hitriDostopDoSestankov.JPG|300px]]
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=== tasks  ===
 +
*'''new''' - list of new tasks to be accepted.  
 +
*'''current''' - list of accepted tasks, classified according to due date.
 +
**white - all my tasks
 +
**green - task within due date
 +
**yellow - task close to due date (7 days)
 +
**red - task in delay (task due date is before current date)
  
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=== Task comments ===
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=== meetings  ===
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The quick list contains 20 latest task comments, by chronological order, newest on top.
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*'''new''' - new meeting invitations to be accepted/rejected,  
 +
*'''current''':
 +
**white - all meetings
 +
**green - future meetings
 +
**yellow - meetings in following 7 days
 +
**red - past meetings to be marked done, to enter work done, comment
  
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* [[file:3.13.ikonaHitriDostopPuscicaDol.JPG]] '''quick link''' to ''reply to comment''.
+
=== milestones  ===
 +
*'''new''' - list of new milestones to be accepted.
 +
*'''current''' - list of accepted milestones, classified according to due date.
 +
**white - all my milestones
 +
**green - milestones within due date
 +
**yellow - milestones close to due date (7 days)
 +
**red - milestones in delay (task due date is before current date)
  
 +
=== notifications  ===
 +
Quick overview to recorded work and missing hours.
  
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[[file:3.13.hitriDostopDoKomentarjevNalog.JPG|300px]]
+
=== holidays  ===
 +
*remaining hours- available holidays for current year
 +
*next - next confirmed holiday
 +
*unconfirmed - unconfirmed holiday requests
  
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=== Project comments ===
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''Link to '''holiday module'''.''
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[[file:3.13.hitriDostopProjektov.jpg|300px]]
 
  
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=== Projects ===
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=== travel orders  ===
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[[file:3.13.hitriDostopProjektov.jpg|300px]]
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*'''to confirm'''
 +
**white - new travel orders to be confirmed
 +
*'''to liquidate'''
 +
**white - all travel order statements to be liquidated
  
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=== Documents ===
+
== My entries  ==
 +
[[File:Work_my4pm.JPG|300px|thumb]]
  
−
[[file:3.13.hitriDostopDoNovihDokumentov.jpg|300px]]
+
Graphical overview of daily work records by activity type:
 +
*project work - yellow
 +
*non-project work - blue
 +
*absence - red

Latest revision as of 11:16, 12 February 2016

My Dashboard

4PM Dashboard is customized to each user according to user rights. We have gathered the most frequently used functionalities that users need for their daily work.

My dashboard.JPG

Quick access

The user optionally sets which short-cuts are more often used. To change Quick access list click the blue arrow icon.

  • The window expands or. collapses by clicking on the link more/less on the bottom of the frame.
  • The default view is the 5 elements.
  • Content of Quick access can be changed in the title bar of the frame. By clicking a short-cut to open a pre-prepared lists: tasks, milestones, meetings, comments, tasks, comments, project, projects, new documents.
  • Icon 3.13.ikonaSeznam.JPG is a short-cut to full list of selected elements.
Quick access.JPG
Tasks my4PM.JPG

Tasks

The list contains all my tasks (accepted).

  • open task pop-up with details and comments click task name.
  • To go to project, click project name (only if you have rights).
  • 3.11.1.ikonaPescenaUra.jpg add entry on work done.
  • 3.13.ikonaHitriDostopPuscicaDol.JPG quick link to adding task comment or change of task status to done.

Milestones

Ms my4PM.JPG

The list contains all my milestones (accepted).

  • To open milestone pop-up with details and comments click milestone name.
  • To go to project, click project name (only if you have rights).
  • 3.13.ikonaHitriDostopPuscicaDol.JPG quick link to adding milestone comment or change status to done.

Meetings

Mt my4PM.JPG

The list contains all my meetings (accepted).

  • click meeting name to open meeting pop-up with details and comments .
  • To go to project, click project name (only if you have rights).
  • 3.11.1.ikonaPescenaUra.jpg add entry on meeting work done.
  • 3.13.ikonaHitriDostopPuscicaDol.JPG quick link to adding comment or change of task status to done.
  • 4.7.ikonaRdecKrizec.jpg.quick link to rejecting meeting invitation

Task comments

The quick list contains 20 latest task comments, by chronological order, newest on top.

  • 3.13.ikonaHitriDostopPuscicaDol.JPG quick link to reply to comment.
Task commentsmy4pm.JPG

Project comments

Project commentsmy4pm.JPG

The quick list contains 20 latest project comments, by chronological order, newest on top.

  • 3.13.ikonaHitriDostopPuscicaDol.JPG quick link to reply to comment.

Projects

Users can manage this list independently, project can be optionally added or removed from the list. User can choose from a list of projects that he/she participates. Projects that are managed by user are written bold.

  • Project name is link to project scorecard.
  • 3.13.ikonaHitriDostopPuscicaDol.JPG quick links to tabs:
    • tasks and milestones
    • finance
    • comments
    • documents
Projects my4pm.JPG

Documents

Doc my4pm.JPG

The list contains last documents uploaded to 4PM (according to user rights). The list contains:

  • link to document
  • upload date
  • uploaded by user
  • link to document folder.

Calendar - hours input

For work entry and quick overview of reported work, milestones or tasks due date, meetings and holidays. Below it is also graphical overview of hours input, by project work, non-project work and absences.

Calendarmy4pm.JPG

Calendar links: current date, past and future 5 days.

  • Date link to daily overview of work inputs.
  • Recorded hours sum of all recorded hours.

Icons:

  • 3.11.1.ikonaPescenaUra.jpgclick to open work entry form
  • 3.13.ikonaMejnik.JPG
    • quick overview to milestones and tasks with due (color)
    • click to add new milestone
  • 10.IkonaMozicki.jpg
    • quick overview to meeting (color)
    • click to add new meeting
  • 3.13.ikonaSonce.JPG
    • holiday booking
    • click to add new holiday request

grey: no link
color: active link, open a form.

My notifications and information

Traffic lights that notify the user on all important news, delays, missing entries and activities, *holidays and *travel orders.

My notifications.JPG My notifications manage.JPG

tasks

  • new - list of new tasks to be accepted.
  • current - list of accepted tasks, classified according to due date.
    • white - all my tasks
    • green - task within due date
    • yellow - task close to due date (7 days)
    • red - task in delay (task due date is before current date)

meetings

  • new - new meeting invitations to be accepted/rejected,
  • current:
    • white - all meetings
    • green - future meetings
    • yellow - meetings in following 7 days
    • red - past meetings to be marked done, to enter work done, comment

milestones

  • new - list of new milestones to be accepted.
  • current - list of accepted milestones, classified according to due date.
    • white - all my milestones
    • green - milestones within due date
    • yellow - milestones close to due date (7 days)
    • red - milestones in delay (task due date is before current date)

notifications

Quick overview to recorded work and missing hours.

holidays

  • remaining hours- available holidays for current year
  • next - next confirmed holiday
  • unconfirmed - unconfirmed holiday requests

Link to holiday module.

travel orders

  • to confirm
    • white - new travel orders to be confirmed
  • to liquidate
    • white - all travel order statements to be liquidated

My entries

Work my4pm.JPG

Graphical overview of daily work records by activity type:

  • project work - yellow
  • non-project work - blue
  • absence - red
Retrieved from "https://help.4pm.si/index.php?title=My4pm/en/&oldid=11355"