Project and company reports link together to provide a complete overview of all known information about a project or a company. The role the company plays for each project is displayed. Project reports may be accessed as links from company reports, allowing you to immediately identify the specifics of projects a company is involved with.
All projects that a company is working on, that are within your assigned territory, will be shown in the Projects (company is related to) section. Be aware that the default setting for this section is “Reported Within 1 month”. To view all projects select “4 years” from the drop-down list. Clicking on the project name will open the project report.
Projects may be tracked from within the company report. Any projects already tracked will automatically display that information when viewing the Projects in my profile section.
The system comes with five lists: A – My Active Projects; K – My Key Projects; C – My Completed Projects, Notify – Sends email when the project is updated, and Hide – My Hidden Projects. Custom lists may be created and named to reflect how you group your projects together. A project may be saved to ONE system list at a time, but can be added to MULTIPLE custom tracking lists.
1. To
add projects to a list, use your mouse to click the flag icon (
) then select the
appropriate list from the Track
popup window that appears.
2. When you have finished selecting tracking lists, click once on Save on the popup window.
1. Click the flag icon to bring up the Track popup window, then click Unselect system tracking list.
2. Click once on Save.
You may create custom tracking lists to reflect the type of projects you have grouped together.
1. Click the flag icon to bring up the Track popup window, then click Create new tracking list.
2. A new window will open, asking you to name your custom list. Type allows you to create a Private list, which only you may see, or a Shared list that select members of your company may view.
3. When you have named your list, click Save and Close.
4. A new window will tell you that the list has been saved. Click Close.