Manage Project Portals
How to request and manage your project portal
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Deactivate a Client User
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Adding Categories If applicable update the ‘Category’ of the overall parent task:Module: Resource Management
Prerequisite: Access to the Project Portal smartsheet
In this case add the applicable ‘Category’ and ‘Phase’ to the parent task.
Note: If you do not want a task to contribute towards the calculation of the completion rate ‘Category and ‘Phase’ cells must be left blank.
There are 4 levels of tasks – 1 parent task and 3 levels of subtasks. All subtasks relate to ‘Category’ – Platform and ‘Phase’ – Verify. Therefore, ‘Category’ – Platform and ‘Phase’ – Verify, are applied to the parent task and the subtasks are ignored.
This means when NettTalent calculates the completion rate the parent tasks will be ignored and the subtasks will contribute towards the calculation of percentage complete.
How to Create a Go-Live Milestone Add Misc. to ‘Category’ and Go-Live to ‘Phase’ columns for go-live tasks:If there are multiple tasks with ‘Category’ – Misc. and ‘Phase’ – Go-Live, they will be listed chronologically within the ‘Go-Live Milestones’ section of the portal. The countdown will display as follows:
0 days since, 1 day since, 2 days since.... 1 day until, 2 days until....Module: Resource Management
Prerequisite: Access to the project portal and document collection
Module: Resource Management
Navigation: Project > Portal > Project Portal
Review this document
0_1513920974080_Presence of IT SF Project Portal V10 Dashboard Gadget Configuration v1.0.pdf
Disabled Categories are greyed out