The Admin page provides links to the various pages that you use to configure Powerproject Vision.
To access the Admin page from the Powerproject Vision Home page, click Admin.
|Site Settings||Configure a number of settings that affect the way in which Powerproject Vision works.|
|Project Hierarchy||Configuring how projects are grouped on the Projects page.|
|Dashboard Options||Configure the information that is displayed in programme dashboard views for each programme type.|
|Project Grid Columns||Specify which fields should be displayed as columns on the Projects page - the page that displays a list of your projects - and as read-only fields on the pages that you use to create projects and edit their properties.|
|Project Grid Filters||Specify which user-defined enumerations should be displayed as drop-down menus above the list of projects on the Projects page. You can display up to five user-defined enumerations on the Projects page, and use them to filter the projects that are displayed in the list on that page.|
|Action Order||Specify the order in which actions appear on the Project page - the page that appears when you edit a project and its programmes.|
|Add Existing Project||Add a project that already exists in Powerproject to Powerproject Vision, rather than using Powerproject Vision to create a project and its programmes from scratch.|
|Update Vision BI Data||Update your Business Intelligence database with the latest information from your Powerproject Vision database (available only if you have purchased the optional Business Intelligence module).|
|Firewall Settings||Specify firewall settings to enable access to your Business Intelligence database (available only if you have purchased the optional Business Intelligence module).|
|Enumerations||Create, edit and delete user-defined enumerations, which are lists of values that are grouped under a given name.|
|Project UDFs||Define your own fields, to be used at project level, to store whatever information you like.|
|Programme UDFs||Define your own fields, to be used at programme level, to store whatever information you like.|
|User UDFs||Define your own fields, to be used at user level, to store whatever information you like.|
|User roles||Create, edit and delete user roles, which define the actions that users can carry out in Powerproject Vision.|
|Programme types||Create, edit and delete programme types, which define the different categories of programme that you work with.|
|Security rules||Configure rules that determine the actions that users are able to carry out in Powerproject Vision.|
|Workflow rules||Configure rules that describe actions in the Powerproject Vision workflow.|
|Email rules||Configure rules that determine which users are notified when certain events occur in Powerproject Vision.|
|Programme templates||Upload *.PP files for use as templates when creating the first programme in a new project; rename and delete programme templates.|
|Quality checks||Upload *.JSON quality check files that have been created in Powerproject, which can then be applied to programme types; rename and delete quality check files.|
The options on this page are organised in the order in which it is recommended you configure Powerproject Vision; the configuration options at the top of the page are optional.
With the exception of the configuration options that appear along the top of the page, a number appears to the left of each configuration option. This number indicates the number of items that have been set up for each option. For example, a 12 next to Security rules indicates that twelve security rules have been set up; a 4 next to Programme templates indicates that four files have been uploaded for use as programme templates.