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

    • 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

  • Issue Register

    • 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

    • 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

    • Preliminary Budget Ongoing Expenses include Completion Year

    • Allow Members to mark an object as completed

  • Stakeholder Analysis

  • Asset Configuration and Setup

    • Adding an Asset Hierarchy

      • Asset Setup

• Discussion Group

• Lessons Learned

• Time Entry Configuration

Project Workflows

• Overview

• 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

  • Project Details

  • Project Linkage

  • Attach Documents

  • Preliminary Budget

  • Business Case

  • Assessment Model

  • Evaluation Assessment

  • Stakeholder Analysis

  • Risk Assessment

  • KPIs

  • Interplan Link

  • Final Approval

  • Custom Object

  • Scope

  • Task Planning

  • Task Update

  • Issue Register

  • Project Implementation Budget

  • KPI Progress

  • Assess Project Result

  • Objectives Assessment

  • Lessons Learned

  • Advance Scope

  • Project Lists

  • Close Project

  • 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