Portfolio structure hierarchy of clientsΒΆ

After clicking on the button Folder

image0

you can create the portfolio structure of the client.

You can drag a folder by Drag & Drop to preferred position.

In addition, the following functions are available:

image4 ** Change the name and description of the folder**
Define time limits for e-mail notification
image5 Delete folder
image6 Create a new subfolder
image7 Change access rights for the folder

Tip! A yellow key indicates that some of the existing folder roles are assigned to the folder (column Folder structure).

A gray key indicates that the access rights for the folder were taken from the root folder

Time limits for e-mail notification

After clicking on the button Note with a pen you can set a period of time for activities.

The column E-mail notification displays all time limits.

Remind employees about The untimely completed jobs, that must have been completed X days ago.

If the option is on, the e-mails are sent to employees who are assigned to the activities and:

  • the activity start lies within the time gap between the current date minus X (e.g. 2) days and the percentage completion for this activity is equal to 0.
  • the activity end lies within the time gap between the current date minus X (e.g. 2) days and the percentage completion for this activity is less than 100.

Remind employees about The upcoming activities, that must be completed X days in advance. If the option is on, the employees, who have been assigned to the activities, which lie within the time gap between the current date plus X (e.g. 3) days, will be warned by e-mail. For instance, today is the 15th of July and 3 days are entered, then the period is from 15.07 to 18.07.

Notify employees about The change of work, that must be completed X days in advance. If the option is on, the employees, who have been assigned to the activities, which lie within the time gap between the current date plus X (e.g. 1) days,will be warned by e-mail and the time limits will be shifted.

Notify users about The change of work, that must be completed X days in advance. If the option is on, the employees,who have subordinate employees and who have been assigned to the activities, which lie within the time gap between the current date plus X (e.g. 7) days, will be warned by e-mail and the time limits will be shifted. You can define subordinate employees by clicking on the menu item Administration/User, column Actions, button image8. The field Filter should be empty.

Notify users about The change of milestone dates, that must be completed X days in advance If the option is on, the users will be notified by e-mail, in case of milestone dates shifts.

Caution!

The first e-mail notification lists all activities from the project start up e.g. 17.07. Then new activities will be added which means that if the information, e.g. a1, related to a certain activity has been already sent, the employees will not get e-mails about this activity that lies in the mentioned time gaps.