Camms.Project User Guide

Camms.Project User Guide

Table of Contents

Table of Contents

USER FUNCTION GUIDES

ADMIN FUNCTION GUIDES

  • Introduction & Logging In

    • Welcome to Camms.Project

    • How do I log into Camms.Project?

      • Single Sign On

      • Self Hosted

    • What if I forgot Password

  • Home Page and Navigation

    • Top Navigation Panel

    • Quick Navigation Menu

    • Home Page Overview

    • Common Icons

  • My Settings

    • Overview

    • Change Password

    • Landing Page

    • Project Hub

    • My Quick Update

    • Personal Discussion Group

  • Creating a New Project

    • Overview

    • Creating a New Project

    • Duplicating an Existing Project

  • Project Register

    • Overview

    • Register Views

      • User Permissions in Portfolio View

      • Navigating through the Project List

    • Functionalities available within the Project Register

      • Updating Project Information instantly via Project Quick Update

      • Search Projects and Save Filter as a Template

      • View History of Projects

      • View Sign Off History of Projects

      • Viewing Projects you are a member of the Board and Team

      • Accessing Project Hub from the Project Register

      • Export Project Register to Excel/Word

        Sorting and Grouping Projects

  • My Quick Update

  • Project Hub

    • Project Hub Overview

    • Left Side Panel Functionality

    • Project Search

    • Show My Projects/Show All Projects

    • Project Display

    • Project Overview and Life Cycle

    • Functionalities available in Project Hub

    • Project Tab

    • Budgets Tab

    • Schedule Tab

    • Risks Tab

      • Risks Tab

        • Create New Risks

        • Edit Risk Details

      • Risk Actions Tab

        • Adding a New Risk Action

        • Edit Risk Action Details

          • Colour codes of the performance indicator of risk treatment actions

          • How is the performance of Risk Treatment Actions calculated?

          • Performance Thresholds

      • Risk Controls Tab

        • Edit Risk Control Details

        • Adding a New Risk Control

        • Linking an existing Risk Control Template

    • Incidents Tab

      • Incidents Tab

        • Linking an incident to a project

        • Adding a new incident and link it to the project

        • Editing an existing incident

        • Deleting an existing incident linkage

    • Issues Tab

      • Overview

      • Issues tab

        • Adding a New Issue

      • Issue Actions tab

        • Edit Issue Actions

        • Adding a New Issue Action

      • Decisions tab

        • Editing existing decisions

        • Adding a New Decision

      • Filtering completed Issues, Actions, and Decisions

    • Actual Budget Tab

    • Documents Tab

      • Overview

      • Adding a New Document

        • File Upload

        • Add an URL Link

        • Adding a Content Manager (Trim) Link

        • Adding a Share Point Link

        • Sending a Document/URL for Sign Off

        • Exporting Details

    • Approvals Tab

      • Overview

      • Sign Off Points

        • Sign Offs Report

        • Project Master Report

      • Sign Off Items

      • Change Requests

        • Change Request Report

    • Activity Tab

    • Discussion Tab

      • Overview

      • Chat Messaging Panel

        • Recent Tab

        • Contacts Tab

        • Sending Messages

          • Sending Messages to an Individual

          • Sending Messages to a Personal Group

          • Sending Messages to an Administrative Group

      • Notifications for New/Unread Messages

      • Notifications within other areas of Camms.Project

      • Creating Personal Groups for Chat Messaging

      • Creating Administrative Groups for Chat Messaging

    • Dashboard Tab

    • History Tab

      • Project Sign Off History

      • Project Comments History

    • Child Projects Tab

      • Parent Child Project Relationship

        • Overview

        • Rollup of details between Parent and Child Projects

          • Rollup of Project Status

          • Rollup of Project % Complete

          • Rollup of Project Duration (Start and End Date)

        • Client Admin Setting to Manage Rollup Functionality

    • Change Request Tab

      • Change Request tab

      • View Change Requests

      • Creating new change requests

      • Editing Change Requests

      • Deleting Change Requests

      • Viewing the Change Request Report

  • Lessons Learned Register

    • Lessons Learned Register

    • Grouping lessons learned by a certain field

    • Filtering Lessons Learned

  • Business Requirement Module

    • Overview

    • Requirement Register

    • Creating Requirements

    • Editing Requirements

      • Details

      • Links

      • Prioritisation

  • Resource Manager

    • Allocation Overview

    • Resource Utilisation

      • Filter Criteria

      • Saving filters as templates

      • Searching by selecting an already existing template

      • Viewing, editing and deleting existing templates

      • Setting a search template as default

      • Daily, weekly and monthly views

      • Viewing allocations of resources

    • Project Utilisation

      • Filtering Criteria

      • Viewing resources allocated to projects

  • Executive Explorer

    • Project Dashboard

    • Dashboard Widgets

    • Editing Executive Dashboards

    • Overview Section

    • Project Portfolio View

    • Project Budget

    • Resource Allocation

    • Financial Target

    • Project Overview

    • Project Charts

    • Project Milestones

  • Project Statuses

  • Project Objects

  • Signing Off

    • Applying for Approval

    • Completing a sign-off

    • Sign-Off Emails

    • Sign-Off General Comments

    • Sign-Off History Comments

  • Terminate Project

  • Change Request Functionality

    • Overview

    • Logging a New Change Request

    • Editing Change Requests

  • Time Entry and Costing

    • Time Entry

      • Adding a Time Entry Record

    • Time Entry Summary

    • Time & Cost Utilisation

    • Time Utilisation Analysis

  • Creating and Managing Tasks

    • Multiple Staff Assigning

    • Outlining Tasks into Sub Tasks and Summary Tasks

    • Creating a Milestone

    • Creating Task Dependencies

    • Adding Constraints to Tasks

    • Set Lead or Lag Time between Tasks

    • Auto-saving functionality

  • Saving a Baseline Plan

  • Tracking Changes

  • Allowed File Type Extensions within Camms.Project

  • Microsoft Project Add-In

    • Overview

    • Prerequisites

    • Installation Process

    • Configuring the Project Add-in

    • Opening & Editing Projects in Microsoft Project

    • Document Log

  • Reporting Tool

    • Introduction

    • Report Uploader Setup

    • Report Uploader

      • Uploading a New Crystal Report

      • Uploading a Microsoft SRS Report

      • Adding Parameters to the Uploaded Report

      • Editing Existing Parameters

      • Deleting Existing Parameters

      • Editing an Existing Standard/Custom Report

      • Deleting a Custom Report from the Report Uploader

    • Previewing the Report

  • Report Explorer