Table of Contents

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
    - 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 Quick Update
- My Projects
  - Overview
  - 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
  - Issue Register Object
  - My Issue Actions Filters
- My Issue Decisions
  - Issue Register Object and Groupings
- My Approvals
  - Sign Offs
    - Sign Offs Report
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
- Overview
- Project Positions
- Project Details
  - Project Details tab
  - Project Expenditure tab
  - Project Phase tab
  - Exporting Details
- Advanced Scope
  - Add Document Links
  - Sending a document/URL for sign off
- Reference Object
  - Child Projects Tab
  - Referenced Projects tab
    - Exporting Details
- Assess Project Result
- Assessment Model Object
- Attach Documents
  - Overview
  - Upload a File
  - Add a Content Manager (Trim) link
  - Adding a Share Point Link
  - Add a URL Link
  - Sending a Document/URL for Sign Off
  - Exporting Details
- Business Case
  - Business Case Details Tab
  - Project Objectives Tab
  - Project Delivery Options Tab
  - Exporting Details
- 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
  - Exporting Details
- Issue Register
- KPI Progress
- KPIs
- Lessons Learned
  - Overview
  - Lessons Tab
    - Adding a New Lesson
    - Exporting Details
  - Reference Lessons tab
    - Linking a Lesson to the Project
- Objectives Assessment
  - Overview
  - Project Objectives Tab
  - Project Budget Tab
    - Exporting Details
- 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
  - Exporting Details
- Project Outputs
- Project List
- Risk Assessment
  - Overview
  - Add a New Risk
  - Risk Treatment Actions
    - Colour Codes of Performance Indicators
    - Performance Calculation
    - Performance Thresholds
  - Future Risk Assessment Tab
  - Risk Review Tab
  - Documents Tab
  - Links Tab
  - Exporting Details
- 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
  - 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
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
- 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

Prerequisites
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
  - Overview
  - 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
- Risk Assessment
  - 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 View
  - Project Budget
    - Project Budget Business Rules
- Executive Search
- Organisational Budget
- Asset Setup
- Asset Configuration
  - Adding an Asset Hierarchy
- Workflow
- Stakeholder Analysis
- System Settings
  - 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
  - Business Case
    - Copy Current Objectives When Creating New Case
    - Display Business Case Objective Unique ID
  - Department Interest (Project Linkage)
    - Include Additional Dates in Reports

Camms.Project User Guide

Table of Contents

Table of Contents