Overview
The Project Register page is set as the default homepage. However, you can change the homepage from the 'My Settings > Landing Page > Home Page' area.
The project register page displays the entire project list of organisation by default. The information displayed in the view can be customised as per your requirements.
Register Views
There are two main views of the project register:
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Notes: The ‘Show Portfolio View’ toggle button will be hidden if you do not maintain a project portfolio hierarchy in your organisation (i.e. if only standalone projects are available in your environment). |
User Permissions in Portfolio View
When the portfolio level is activated:
If you have permission to view the program and projects linked to them, but do not have the view permission to the portfolio above them, only then will that program and projects be shown as a hierarchy in the project register. The portfolio will be hidden in the project register.
If you have view permission only to a project, but do not have view permission to the programs and portfolio above that project, only then will that project you have access to, be shown in the project register as a standalone project.
If you have view permission to a portfolio, but not for the programs or projects below it, then that portfolio will be displayed as a standalone project in the project register.
If you have view permission to the program, but not for the portfolio above it or the projects below it, then that program will be displayed as a standalone project in the project register.
If you have view permission to a portfolio and the projects beneath the programs, but do not have permissions to view the programs, then the portfolio and projects will be shown as a hierarchy in the project register. The hierarchy will be of two levels; portfolio and projects underneath it.
When the portfolio level is not activated (i.e. only programs and projects are available).
If you have view permission only to a particular project, but do not have view permission to the program above that project, then the respective project will be displayed as a standalone project in the project register.
If you have view permission to a program, but not for the projects below it, then that program will be displayed as a standalone project in the project register.
Navigating through the Project List
You can use the navigation options given at the bottom of the screen to navigate through the project list in both view of the Project Register.
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Functionalities available within the Project Register
The following functionalities are available within the Project Register.
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The functionalities available in your environment will depend on the configurations done by your administrator. The sections below will explain each functionality available in the Project Register:
Updating project information instantly via Project Quick Update
Tick the check boxes alongside the project list to select them for any quick updates. Click 'Quick Update' to move to the quick update screen where the selected projects can be updated one by one. (Refer Quick Project Update for more details).
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Customisation and Advanced Search in the Project Register
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You can create customised search filters where you can only view the projects that are most relevant to you and set a default search filter which displays every time you perform a search by following the steps below.
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Click on the 'Clear' button in order to clear filters that have been applied and reset to default.
Change the Advanced search fields through the 'Project Register View' page in Project Settings. Within this section, you can turn the 'Search Visibility' of advanced search fields ON/OFF.
Filter the portfolio view using the simple search and advance search functionalities. The following logics will be applied when you filter the projects in the portfolio view of the register.
When the portfolio level is activated:
If a particular portfolio and the program linked to it do not satisfy the filter criteria, but the projects underneath the program satisfy the criteria, then those projects will be displayed as standalone projects in the project register. The portfolio and the program will not be shown in the project register.
If a certain portfolio does not satisfy the filter criteria, but the programs and projects underneath it satisfy the filter criteria, only then will those programs and projects be shown as a hierarchy in the project register.
If a certain portfolio satisfies the filter criteria, but the programs and projects underneath it do not satisfy the filter criteria, then that portfolio will be displayed as a standalone project in the project register.
If a certain program satisfies the filter criteria, but the portfolio above it and the projects below it do not satisfy the filter criteria, then that program will be displayed as a standalone project in the project register.
If the portfolio and project levels in the hierarchy satisfy the filter criteria, but the program level beneath the portfolio does not satisfy the filter criteria, then the portfolio and the projects will be shown as a hierarchy in the project register. Programs linked to the portfolio will not be shown in the hierarchy.
When the portfolio level is not activated (i.e. only programs and projects are available):
If a project satisfies the filter criteria, but not the program above that project, then that project will be displayed as a standalone project in the project register.
If a program satisfies the filter criteria, but not the projects below it, then that program will be shown as a standalone project in the project register.
View History of Projects
You can view history of projects, as to what activities occurred in a certain project whilst being in the project register by clicking on the History icon next to each project.
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Once you click on the History icon next to a certain project, a pop-up window which displays the history will be displayed as below;
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View Sign Off History of Projects
You can view the sign off history information of any project by clicking on the Sign Off History icon adjacent to a relevant project.
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Once you click on the Sign Off History icon next to a certain project, a pop-up window which displays the sign off history of the selected project will be displayed as below;
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Viewing Projects you are a member of the Board and Team
The Show My Projects/Show All Project slider bar at top will allow you to view all your projects and view all projects in the system respectively.
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Accessing Project Hub from the Project Register
You can also view more details about a project or perform quick updates by accessing the Project Hub using the 'Access Hub' icon available against each project in the project register.
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This icon will only be shown if your administrator has activated it via the Project Register View page.
Export Project Register to Excel/Word
You can export the project register to Excel or a Word document by clicking on the respective Export icon available on the top toolbar.
Please note that the Export to Word functionality is currently unavailable for the Portfolio Hierarchy View.
Sorting and Grouping Projects
You can sort the projects as per the column titles. For example, clicking on the 'Start Date' column title sorts the projects from oldest to newest.
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