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
Duplicating an Existing Project
Project Register
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
Quick Project 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 Projects
Project Details
Filters
Expanded View
My Project Tasks
My Project Task Filters
Kanban view in My Project Tasks
My Project Risks
My Project Risks Filters
My Risk Actions
Performance of Risk Actions
Performance Thresholds
My Risk Actions Filters
My Risk Controls
My Risk Controls Filters
My Issues
Issue Register Object
My Issues Filters
My Issue Actions
My Issue Actions Filters
My Issue Decisions
Issue Register Object and Groupings
My Approvals
Sign Offs
Sign Offs Report
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
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?
Risk Controls Tab
Edit Risk Control Details
Adding a New Risk Control
Linking an existing Risk Control Template
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
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
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
Sign Off Points
Project Master Report
Sign Off Items
Change Requests
Change Request Report
Activity Tab
Discussion Tab
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
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
Grouping lessons learned by a certain field
Filtering Lessons Learned
Business Requirement Module
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
Project Positions
Project Details tab
Project Expenditure tab
Project Phase tab
Advanced Scope
Add Document Links
Sending a document/URL for sign off
Reference Object
Referenced Projects tab
Assess Project Result
Assessment Model Object
Attach Documents
Upload a File
Add a Content Manager (Trim) link
Add a URL Link
Business Case
Business Case Details Tab
Project Objectives Tab
Project Delivery Options Tab
Custom Object
Custom Table tab
Custom Attachment tab
Sending a document/URL uploaded in Custom Attachment tab for sign off
Data Upload Wizard functionality
Evaluation Assessment
Interplan Link
Link a Project to an Action
Link a Project to a Task
Issue Register
KPI Progress
KPIs
Lessons Learned
Lessons Tab
Adding a New Lesson
Reference Lessons tab
Linking a Lesson to the Project
Objectives Assessment
Project Budget Tab
Preliminary Budget
Record External Funding
Record Income and Expenditure
Ongoing Expenses Section
Source of Funds
Outputs
Project Implementation Budget
Project Linkage
Project Linkage Strategy Section
Project Linkage Service Profile Section
Project Linkage Funding Partner
Project Outputs
Project List
Risk Assessment
Add a New Risk
Risk Treatment Actions
Colour Codes of Performance Indicators
Performance Calculation
Future Risk Assessment Tab
Risk Review Tab
Links Tab
Scope/Project Notes
Stakeholder Analysis
Task Planning
Gantt Chart for Project Tasks
Kanban Board for Project Tasks
Navigating to the Kanban board
Viewing the Kanban board in full-screen
Updating the progress of tasks
Deleting tasks
Viewing and updating additional details of tasks
Kanban board in the My Quick Update page
Permission to the Kanban board in the Task Planning object and Project Hub
Final Approval
Project Board and Team
Close Project
Incident Object
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
Logging a New Change Request
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
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
Project Listing Report
Project Proposal Report
Project Selection Report
Project Evaluation Report
Project Progress Report
Project Rollout Summary Report
Lessons Learnt Report
Budget Report
Project Report
Project Tasks by Business Unit Report
Master Report
Premium Report
Project Status Report
Project Traffic Light Report
Project Staff Task Responsibility Report
Project Scope and Deliverable Report
Permissions
Integration between Products
User Roles in Camms.Project
Project Settings
Project Code
Project Types & Workflow Links
IPM List System Positions
Project Position
Staff
Manage Users
Project Class
Progress Calculation
Project Progress Calculation Method
Auto Achievement Progress Calculation Method
Total Duration Calculation Method
Project Threshold Setting
Calendar
Email Templates
Email Snippets
Fields in Email Snippets
Email Rules
Consolidated emails
Assessment Templates
IPM Lists
Baseline Comparison
Hyperlink
Initial Settings
Criteria
Rating Type
Calculations
Categories
Treatment
Sequence
Risk Review Commentary
Consequence Table
Likelihood Table
Risk Templates
Legislation & Business Process
Field Configuration
Risk Review tab
Hyperlinked fields
Risk Actions
Custom Lists
Budget Types
Preliminary Budget Line
Project Register View
Project Portfolio View (Portfolio Project)
Project Budget View
Project Budget Business Rules
Executive Search
Organisational Budget
Asset Setup
Asset Configuration
Adding an Asset Hierarchy
Workflow
System Settings
Attach Document
Integration with Document Management system
Hide Grid Grouping Icons in Attach Document Object
Hide Upload Document Area
Budget
Preliminary Budget Ongoing Expenses include Completion Year
Preliminary Budget Ongoing Expenses Years
Budget Information To Be Taken From Project Account Mapping
Show Custom Object Tab in Project Budget Preliminary
Show Custom Rich Fields in Project Budget Preliminary
Show Operational Cost Data in Project Budget Preliminary
Show Content Manager (Trim) Section in Project Budget Preliminary
Validate Ongoing Expenses In Project Budget Preliminary
Copy Current Objectives When Creating New Case
Display Business Case Objective Unique ID
Department Interest (Project Linkage)
Include Additional Dates in Reports
Include Additional Comments
Gantt
Default To Organisation Hierarchy On Portfolio
Disable Gantt Auto Calculated Summary Task
Enable Manual Scheduling On Gantt
Initial Duration For a New Task
Show Full Staff Name on Gantt
Show Tooltip on Gantt Chart
Is Project Duration Based On Gantt
Disable the validation between Resolve Date and Issue Status
Portfolio
Project
Allow Calculated Project Progress
Duplicate Phases
Hide Finish Tab
If There Is No Schedule Target And Actual Is Zero
Omit Positions Permissions For Sign Off General Comments
Project Administrator Can Edit Baseline Dates
Project Board
Copy Project Board Data To Next Phase On Sign Off Approval
Notify that the primary project sponsor is mandatory
Can Approve Projects By Project Selection
Projects
Project Report Positions
Making the GANTT 'Read Only' in Quick Update
Hide Budget column in Quick Update
Show Total Expenditure In Quick Update
Sign Off
Go to Close Object when Reject Phase Or Object
Maintain History in Project Board and Team
Stakeholder
Enable To Add Same Stakeholder Multiple Times
Allow Members to mark an object as completed
Asset Configuration and Setup
Discussion Group
Time Entry Configuration
Project Workflows
Project Workflow Key Concepts
Create a New Workflow
Phases and Objects
Creating Phases and Objects
Using Sign off and Generic Email Objects in Phases
Configuring Objects
Assessment Model
Scope
Task Update
Advance Scope
Project Lists
Incident object
Credit Risk Assessment
Terminate a Project Object
Position Permission for each Object within a Workflow
Mark an Object as Completed
Assigning Sign Off Templates
Sign Off Templates
Business Rules of Sign Off Object
Drag and Drop Sign Offs
Sign Off Process Details
Re-Open Sign Off
Signed Off Time
Configure the Sign Off Time for Document Approvals
Conditional Workflow
Change Request Workflow
Synchronising task plans with Microsoft Planner (accessed via Microsoft Teams)
Creating new tasks in the plan via Microsoft Teams
Updating properties of existing tasks via Microsoft Teams
Deleting existing tasks via Microsoft Teams
Statuses of the synchronisation process
Changing sync preferences
