Using Project Analyzer
Overview
Throughout Project Analyzer, the user interface features the same layout allowing for an intuitive user experience.
- Ribbon style toolbar with multiple tabs providing access to different project management tasks.
- The Project list, providing quick access to other projects and opportunities.
- A graphical display area that presents the user with a chart related to the current tab data.
- A data grid that provides access to detailed project data and data manipulation.
Ribbon Style Toolbar
This area of the screen provides various tools and status indicators.
Click on a ribbon bar tab to view the available options. The Home tab, View tab and Accounting tab are available regardless of which main tab is selected. Each Main tab also has a corresponding ribbon bar tab, which includes tasks and options specific to the main tab.
| Active Project / Opportunity List
The list of active projects and opportunities are displayed on the left hand side of the display. The project list is automatically populated with project from the financial system. Click a project to select it, or use the arrow keys on the keyboard to scroll through the list. You can also narrow the project list using the Filter option on the ribbon bar View tab. Click a category bar (i.e., Active Projects, Opportunities) to view related efforts. The effort types available are configured on the System Configuration Efforts tab.
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Graphical Display
The data from the current tab is displayed in a graphical format (i.e., a Gantt or pie chart) while being edited and/or reviewed. Each display is dynamic in that it responds immediately to changes made in the data grid.
Data Grid
The editing of data is done primarily in the data entry grids on each of the main Project Analyzer tabs. Depending on the field type, calendar, menu and calculator drop-down tools are available to help streamline data manipulation. See Working with the Data Entry Grid for more information.
As data is modified, cells that are edited or recalculated as a result of an entry are turned light blue for identification.
Hovering the mouse pointer over a modified cell reveals a Previous Value tool tip showing all prior values the cell has held since the last committed save.