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DreamTeam Overview Guide

 


 

 Project Manager

 

Creating, Tracking and Viewing the Project

Creating a Project

Updating a Project

Deleting a Project

Sharing a Project 

Creating and Using Templates

Issues and Risks, Action Items and Highlights

Archiving Projects

Setting Project Defaults

How to Edit Your Project View

Printing Options

Customizing the Columns on the Index

Collapse and un-Collapse Summary Tasks

Creating Threaded Discussions

Linking a document to a task

 

Building a Project Schedule

Building a Project Schedule

Creating a Task

Work Policy Behavior/Task Dependencies

Setting Task Approvals  

Setting Task Defaults

Task Linking

Updating Tasks 

Modifying DreamTeam Picklists

 

Creating, Defining and Managing Project Resources

Resource Allocation

Resource Attributes

Replacing Resources

Deleting Resources

Setting Resource Defaults

Managing Resource Pools

 

 

Document Manager

 

Managing Documents and Folders

Documents and Folders

Document Synchronization

Document check in and check out

 

Other Document Manager Functionality

Sharing Documents and Folders

Other Document Manager Features 

How to force close a checked-out document

 

 

 Project/Collaborative Calendar 

 

Resource Calendar

User Calendar 

 

User Time and Expense Entry

Logging Time & Expenses

 

 

 Timesheet Editor 

 

Time and Expense Criteria Selection

Projects and Resources

 

Customizing the Time & Expense View

Customizing the Timesheet & Expense Entries View

 

Approving and Rejecting Time and Expense Entries

Timesheet and Expense Entries 

 

Importing and Exporting Time and Expense Entries

Import Timesheet and Expense Entries

 

Generating Timesheets

Generate Timesheets

 

 

Project Reports 

 

Report Criteria Selection

Projects and Resources

 

Portfolio Dashboards

Portfolio Dashboards

 

Create Your Own Report 

Standard Report

 

Financial Reporting

Cost and Revenue Report

 

Resource Utilization Reporting

Resource Availability Report

Resource Leveling Report

 

Time & Expense Reporting

Time and Expense Report

 

Issue & Risk Tracking Report

Issues and Risks, Action Items Report

 

Additional Reporting features

Sharing Reports

Additional Reporting features