Difference between revisions of "My4pm/en/"
From Help.4pm
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= My Dashboard = | = 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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== Quick access == | == 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. | 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 window expands or. collapses by clicking on the link '''more/less''' on the bottom of the frame. | *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. | *The default view is the 5 elements. | ||
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[[file:3.13.hitriDostopOdprtPopUP.jpg|300px]] | [[file:3.13.hitriDostopOdprtPopUP.jpg|300px]] | ||
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=== Tasks === | === Tasks === | ||
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The list contains all my tasks (accepted). | The list contains all my tasks (accepted). | ||
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=== Milestones === | === Milestones === | ||
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The list contains all my milestones (accepted). | The list contains all my milestones (accepted). | ||
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*To open '''milestone pop-up''' with details and comments click milestone name. | *To open '''milestone pop-up''' with details and comments click milestone name. | ||
*To go to '''project''', click project name (only if you have rights). | *To go to '''project''', click project name (only if you have rights). | ||
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=== Meetings === | === Meetings === | ||
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The list contains all my meetings (accepted). | The list contains all my meetings (accepted). | ||
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*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). | ||
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=== Task comments === | === Task comments === | ||
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The quick list contains 20 latest task comments, by chronological order, newest on top. | 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:3.13.ikonaHitriDostopPuscicaDol.JPG]] '''quick link''' to ''reply to comment''. | ||
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=== Project comments === | === Project comments === | ||
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The quick list contains 20 latest project comments, by chronological order, newest on top. | The quick list contains 20 latest project comments, by chronological order, newest on top. | ||
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*[[file:3.13.ikonaHitriDostopPuscicaDol.JPG]] '''quick link''' to ''reply to comment''. | *[[file:3.13.ikonaHitriDostopPuscicaDol.JPG]] '''quick link''' to ''reply to comment''. | ||
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=== Projects === | === Projects === | ||
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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. | 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. | ||
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*Project name is link to project scorecard. | *Project name is link to project scorecard. | ||
*[[file:3.13.ikonaHitriDostopPuscicaDol.JPG]] quick links to tabs: | *[[file:3.13.ikonaHitriDostopPuscicaDol.JPG]] quick links to tabs: | ||
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**comments | **comments | ||
**documents | **documents | ||
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Project can be removed from quick list by clicking [[file:4.7.ikonaRdecKrizec.jpg]]. | Project can be removed from quick list by clicking [[file:4.7.ikonaRdecKrizec.jpg]]. | ||
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=== Documents === | === Documents === | ||
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The list contains last 20 documents uploaded to 4PM (according to user rights). | The list contains last 20 documents uploaded to 4PM (according to user rights). | ||
The list contains: | The list contains: | ||
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*link to document | *link to document | ||
*upload date | *upload date | ||
*uploaded by user | *uploaded by user | ||
*link to document folder. | *link to document folder. | ||
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[[file:3.13.hitriDostopDoNovihDokumentov.jpg|300px]] | [[file:3.13.hitriDostopDoNovihDokumentov.jpg|300px]] | ||
== Calendar - hours input == | == Calendar - hours input == | ||
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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. | 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. | ||
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Calendar links: current date, past and future 5 days. | Calendar links: current date, past and future 5 days. | ||
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*'''Date''' link to daily overview of work inputs. | *'''Date''' link to daily overview of work inputs. | ||
*'''Recorded hours''' sum of all recorded hours. | *'''Recorded hours''' sum of all recorded hours. | ||
Icons: | Icons: | ||
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* [[file:3.11.1.ikonaPescenaUra.jpg]]click to open work entry form | * [[file:3.11.1.ikonaPescenaUra.jpg]]click to open work entry form | ||
*[[file:3.13.ikonaMejnik.JPG]] | *[[file:3.13.ikonaMejnik.JPG]] | ||
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**click to add new holiday request | **click to add new holiday request | ||
| − | + | '''grey''': no link <br> '''color''': active link, open a form. | |
== My notifications and information == | == My notifications and information == | ||
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Traffic lights that notify the user on all important news, delays, missing entries and activities, *holidays and *travel orders. | Traffic lights that notify the user on all important news, delays, missing entries and activities, *holidays and *travel orders. | ||
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=== tasks === | === tasks === | ||
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*'''new''' - list of new tasks to be accepted. | *'''new''' - list of new tasks to be accepted. | ||
*'''current''' - list of accepted tasks, classified according to due date. | *'''current''' - list of accepted tasks, classified according to due date. | ||
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**white - all my tasks | **white - all my tasks | ||
**green - task within due date | **green - task within due date | ||
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=== meetings === | === meetings === | ||
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*'''new''' - new meeting invitations to be accepted/rejected, | *'''new''' - new meeting invitations to be accepted/rejected, | ||
*'''current''': | *'''current''': | ||
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=== milestones === | === milestones === | ||
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*'''new''' - list of new milestones to be accepted. | *'''new''' - list of new milestones to be accepted. | ||
*'''current''' - list of accepted milestones, classified according to due date. | *'''current''' - list of accepted milestones, classified according to due date. | ||
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**white - all my milestones | **white - all my milestones | ||
**green - milestones within due date | **green - milestones within due date | ||
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=== notifications === | === notifications === | ||
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Quick overview to recorded work and missing hours. | Quick overview to recorded work and missing hours. | ||
=== holidays === | === holidays === | ||
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*remaining hours- available holidays for current year | *remaining hours- available holidays for current year | ||
*next - next confirmed holiday | *next - next confirmed holiday | ||
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=== travel orders === | === travel orders === | ||
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*'''to confirm''' | *'''to confirm''' | ||
**white - new travel orders to be confirmed | **white - new travel orders to be confirmed | ||
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*'''to liquidate''' | *'''to liquidate''' | ||
**white - all travel order statements to be liquidated | **white - all travel order statements to be liquidated | ||
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== My entries == | == My entries == | ||
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Graphical overview of daily work records by activity type | Graphical overview of daily work records by activity type | ||
Revision as of 10:03, 3 July 2013
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.
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
is a short-cut to full list of selected elements.
Tasks
The list contains all my tasks (accepted).
- To open task pop-up with details and comments click task name.
- To go to project, click project name (only if you have rights).
add entry on work done.
quick link to adding task comment or change of task status to done.
Milestones
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).
- quick link to adding milestone comment or change status to done.
Meetings
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).
- add entry on meeting work done.
- quick link to adding comment or change of task status to done.
.quick link to rejecting meeting invitation
Task comments
The quick list contains 20 latest task comments, by chronological order, newest on top.
- quick link to reply to comment.
Project comments
The quick list contains 20 latest project comments, by chronological order, newest on top.
- 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.
- quick links to tabs:
- tasks and milestones
- finance
- comments
- documents
Project can be removed from quick list by clicking 
.
Documents
The list contains last 20 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.
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:
- click to open work entry form
- quick overview to milestones and tasks with due (color)
- click to add new milestone
- quick overview to meeting (color)
- click to add new meeting
- 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.
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
Graphical overview of daily work records by activity type
- project work - yellow
- nojn-project work - blue
- absence - red
