Question 1

How do I fill in a Timesheet?

Accepted Answer

Click on Project -> Click on Execution -> and then on Timesheet option.
 
This Timesheet Page will open and you will see all your project you’ve been assigned to.
 
On this landing Page you will have several options.
Here you can fill in your hours in the white blocks.
 
Here you can fill in you actual hours in the white blocks. The grey blocks are the hours assigned to you by your Project Manager.
You can click on the ‘chat’ button if you would like to add comments for you Project Manager.
 
You can click on the green ‘chat’ button if you would like to add comments for you Project Manager on your timesheet.
The ‘eye’ button will remove the task the following week.
^The ‘pin’ button keeps the task weeks ahead.
 
‘Total’ is the amount of hours assigned to you, and the total actual hours you’ve claimed on the project.
‘Status’ of the project
‘Remaining’ is the hours still required to complete the task.
 
You can filter by ‘Hidden’ and ‘Parent’
 
You can add an assignment to the timesheet with this button
 
Or you can submit your timesheet – remember when you submit your timesheet it is locked and you cant go back.

Question 2

How do I find my Project Charter?

Accepted Answer

Go to > Project > Choose Project (unpublished version) > Project Life Cycle
 
The click on 'Initiate the Project' and get started with Developing your Project Charter.

Question 3

How do I print my GANTT?

Accepted Answer

Go to > Project > Choose Project (published version) > Project Schedular 
 
Go to View Modes (rigt hand corner) > Click on the last button 'Customize and share project schedule'.
 
A new table will open with exporting properties:
Scope
Outline
Display Options
Fullscreen Options
 
The click on the 'gear' and say Export to PDF/Excel.

Question 4

How do I print my 'Resources' on my project?

Accepted Answer

Go to > Project > Choose Project (published version) > Project Dashboard > Project Resources.
 
The pages displayed will now show - Project Contributors, Project by Organization, effort Breakdown etc. 
 
Use the 'gear' to export to PDF/Excel

Question 5

How do I print my 'Financial Summery'?

Accepted Answer

Go to > Project > Choose Project (published version) > Project Dashboard > Project Finances.
 
The pages displayed will now show - Total Costs, Costs by Organization etc
 
Use the 'gear' to export to PDF/Excel

Question 6

How do I export my project 'Timesheets'?

Accepted Answer

Go to > Project > Choose Project (published version) > Project Tracking
 
Go to Timesheet Aproval or Task Progress.
 
On 'Timesheet Approval' in the right-hand corner there are two options 'View Modes' - Overview or Details.
 
Details has filter options:
Show Applied Timesheets or;
Show Parents
 
Use the gear to export.

Question 7

How to upload a Pdf document which will link to a task e.g. Meeting Minutes?

Accepted Answer

- Select a project
- Go to Project Work Items
- Go to Task Documents
- Select New (+)
- Select a Task from the list to which you want to link the document to
- Select Choose File & Search for the document which you would like to attach
- Select Upload 
 
Done!

Sci-Forma for not so dummies

If your question isn't answered in the Q&A, feel free to email the guys at SciForma!

PMO Team:

Lizel Kritzinger

Flippie de Beer

Helene Webb

Trevor Fenn

Links

Pro-Plan Talent Showcase

Welcome back Abo & Hulda!

Recent Posts

Pro-Plan Talent Showcase

Welcome back Abo & Hulda!

Featured Posts

Sci-Forma for not so dummies

If your question isn't answered in the Q&A, feel free to email the guys at SciForma!

PMO Team:

Lizel Kritzinger

Flippie de Beer

Helene Webb

Trevor Fenn

​

Links

Pro-Plan Talent Showcase

Welcome back Abo & Hulda!

Recent Posts

Pro-Plan Talent Showcase

Welcome back Abo & Hulda!

Featured Posts