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- People - Assets
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- People o User profiles contains detailed information about all parties involved in projects. § By clicking the Users button in the toolbar at the top of each page, you will be taken to the view that will show all users and which users are currently using OmniTracker, as well as which task they are working on. If you select a user, you can view the specific profile information for that user. This is also where a user can edit their own profile information. o Within a task you use the Assign Users section to allocate tasks by work type or person. This allows the project manager or administrator to manage their resources. This system allows the administrator to match tasks and team member abilities to select the right person for the role. They can select a specific team member or members or Assign Users automatically by work type. o Time tracking for workers § Team Members will also use the Task View to record the time worked on a Project. There are two ways to record time worked. The first is to activate the Timer Clock under Status. The three buttons allow you to Start, Pause Timing and Stop. The time is recorded in minutes and seconds. The team member may also just type the length of time worked into the timer. |
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- Assets o List all documents, files, images, in single view per project or all projects § As mentioned earlier, administrators can easily keep track of all documents, files, images, etc. that are associated with a Project. Either in a single view per Project or all attachments for all Projects. |
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o Administration section § Global Administration allows you to customize the system to your needs. It gives you the ability to set variables for all of your projects. You may add or edit users, statuses or work types. You may also specify users, statuses and work types for each Project by clicking on the Setup tab and making individual changes. Setup allows you to make administrative changes to each Project separately while Global Administration allows you to make universal changes or additions. o Structure based on your nomenclature § Statuses can be customized · Add whatever status items you desire, per your organization’s naming system. § Work types can be customized ·
Also add whatever work types you desire, per your
organization’s naming system and billable rates. o Default users, statuses, work types for all new projects created make it easy to create new projects quickly § Another feature of Global Administration is the ability to set up Default Users, statuses and work types for all new projects created. This makes it easy to create new projects quickly because all the details are already included in the Project.
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