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Adrega P.I. User Manual

Welcome to Adrega Project Intelligence
Adrega Project Intelligence (Adrega PI) is a module based tool for controlling work and cost based projects, stand alone or part of a portfolio. The application runs in Microsoft's Internet Explorer. The Reporting module visualizes graphical and tabular reports in Microsoft Excel. Adrega PI includes full import and export capabilities with Microsoft Project.
The user interface is built around three menu levels. You select the desired module in level 1, the desired process in level 2 and the functionality to use in level 3. The picture below displays the positioning of the different menu levels available on the screen.
The first level is moving between Adrega PI modules: Home, Planning, Time Reporting, Reporting, Resources and Administration:
The second level is a process menu where you can switch between the views within each module. For the Planning module they are Projects, Options, Resources, Activities, Budget, Tracking, Scope changes, Resource plan:
The third level is the function menu, using the toolbar buttons and drop-down list controls that are available in each view:
Adrega PI is accessible on any PC with Internet Explorer installed.
Adrega PI is developed in .NET from Microsoft, the development technology of the future. To enhance the performance compared to traditional applications based on web technology all code is compiled on the server. The Adrega PI server is built on a 3 layer architecture making it scalable for futures needs. All updating and upgrading of Adrega PI can be carried out centrally since all code and components are located on the server.
System requirements
Server Client
Windows XP and higher including Windows 8 Windows XP and higher, including Windows 8
Microsoft SQL Server 2005 and higher including Microsoft SQL Server 2012 Internet Explorer 6.0 and higher
Internet Information Server 5.0 .NET Framework 2.0 SP
NET Framework 2.0 SP1
Note that it is important to ensure that Internet Explorer is authorized on the client side to run Java Script.
Adrega PI Modules
Adrega PI is module based and consists of the modules: Home, Planning, Time Reporting, Reporting, Resources and Administration. Only the modules that the user is authorised for will be visible on the screen.
Home
The Home module is the user s home page. Information relevant for the user s involvement in the different projects will be displayed on this page.
Planning
The Planning module is used to create new projects add resources to be used on the projects, budget and assign resources to activities and track and report progress. This module lets you plan and manage activities and assignments from start of the project through to completion interactively using standard planning and scheduling features.
Time Reporting
The Time Reporting module is used for reporting of actual hours and optionally forecasting of hours needed to complete activities. Integrated with planning allowing a role based approval of submitted timesheets prior to updating projects they are responsible for.
Resources
The Resources module is used for viewing resource requirements, availability and capacity in a load chart view across all projects in Adrega PI. You can also use filtering and grouping to display only information for a specific department, group by any combination of Resource Categories, specify a time period to view required resources.
Reporting
The Reporting module is used for generating graphical and tabular reports for one or a number of projects. Reports can be graphical, tabular or Gantt diagrams. In addition, a user can define their own reports using templates.
Administration
The Administration module is for administration and configuration of the tool and day to day management of users accounts roles and functionality that is provided to all project for example creation of activity and resource registers calculated fields and resource calendars. Administration module is also used to create reports that can be used by all projects.

You can use the buttons to adjust the Gantt pane resolution and drag the split bar between the table and Gantt panes to view more columns in the table.
When the My Load Chart option is selected in Settings the Chart pane will be displayed. You can see your hours per day load for the selected task or project. See Resources View, Resource Plan View, Resource Overallocation for more details.
Hyperlinks specified for the tasks or entire project are indicated by displaying the icon in the Information column.

You can click the
My Timesheet Status
This pane displays the status of your time sheets using different colors. The color codes for time sheet status are the following:
Empty, no work recorded
Initiated, work is recorded but the time sheet is not finished
Finished, the time sheet is concluded but not processed
Approved, all records on the time sheet are approved
Rejected, one or more records on the time sheet are rejected
See Time Reporting for detailed information.
My Invoice Index
This pane displays the level of work invoiced compared to total work availability. Work on projects registered as Administrative Work in Basic Project Information is excluded from the Invoice Index calculation.

Capacity utilisation level for a resource is calculated from actual hours registered by the individual and compared to work capacity/availability. Resource capacity is calculated using the work calendar assigned to the resource and the number of working hours per day the resource is available for work.
The display can be grouped in different time periods by selecting Weekly or Monthly from the Period Type drop down box.
Personal Display Settings
The Settings view of the Home module includes functionality to tailor the user's home page. You can set this to display specific information, for example personal preferences such as date format, and the start page that should be displayed each time the user logs in.

My start page
Here you can choose which module and what display to be shown when you enter Adrega PI. The selected page will then be displayed the next time you log in to Adrega PI and for subsequent sessions until the start page option is modified.
My date format
You can choose how dates in the application are displayed. Changes to the date format affects all date formats in the application. You can choose between predefined date formats or create your own date formats.
The following name convention is used when making your own date format.
d indicates day with one or two digits (i.e. 6, 13)
dd indicates day with two digits (i.e. 06 and 13)
MM indicates month with two digits (i.e. 03,11)
MMM indicates month with three letters (i.e. Jan, Jul)
MMMM indicates month fully written (i.e. January, July)
yy indicates year with two digits (i.e. 99, 05)
yyyy indicates year with four digits (i.e. 1999, 2005)
hh indicates hour with two digits (i.e. 09, 15)
mm indicates minute with two digits (i.e. 12, 48)
ss indicates second with two digits (i.e.. 05, 55)
tt time of day (AM/PM)

There are no restrictions to the combination or mix of values. All other symbols including inverted commas, commas full stops and hyphens, will be displayed.
Example: Date format: d. MMMM yy - hh:mm is displayed: 5. January 05 - 12:34
Display the elements on the information page
You can choose what information to be displayed on your personal information page. The following information is available for display:
My Assignments (with or without My Load Chart)
My Timesheet Status
My Invoice Index

My opened tab in planning
Enabling this option will automatically open the last opened project when you start the planning module, instead of always going through the projects page first. This can be handy if you primarily use only one project, or if you often switch between modules. The option is turned off by default.
Change Password
The Change Password view of the Home module allows you to create or modify your password for logging on to Adrega PI.

Note that this option is not available if your organization uses the option to log on using a Windows user account. This option can be set in the Administration module, Users view, when adding or editing users.
Planning
Planning Module Buttons and Menus
The Planning module - is the core of Adrega PI where all information about projects, tasks, resources and expenses is stored. The functions and tools of the Planning module help you manage your projects, control plans and dependencies, make necessary changes and additions to complete the scheduled tasks and optimize costs.
Planning module views. Selecting projects
Buttons and controls in Planning module
Context menu in the Gantt table
Planning module views. Selecting projects
The Adrega PI Planning module comprises the following views: Projects, Options, Resources, Activities, Budget, Tracking, Scope Changes, Resource plan.
In any view you can use the Projects list to select the project you wish to view and edit:

Context menu in the Gantt view
Different context menu options are available depending on the current selection mode. You are in row selection mode when whole row in the table is selected, and you are in one or multiple-cell selection mode if one or a few continued cells are selected.

Right-click in the Gantt table and use the following context menu options:
Edit Column - available in row and cell selection mode. Allows you to customise the fields set.
Activity Information available in row and cell selection mode. Displays the Activity Information dialog box.

Adrega P.I. User Manual

Welcome to Adrega Project Intelligence

Adrega Project Intelligence (Adrega PI) is a module based tool for controlling work and cost based projects, stand alone or part of a portfolio. The application runs in Microsoft's Internet Explorer. The Reporting module visualizes graphical and tabular reports in Microsoft Excel. Adrega PI includes full import and export capabilities with Microsoft Project.

The user interface is built around three menu levels. You select the desired module in level 1, the desired process in level 2 and the functionality to use in level 3. The picture below displays the positioning of the different menu levels available on the screen.

The first level is moving between Adrega PI modules: Home, Planning, Time Reporting, Reporting, Resources and Administration:

The second level is a process menu where you can switch between the views within each module. For the Planning module they are Projects, Options, Resources, Activities, Budget, Tracking, Scope changes, Resource plan:

The third level is the function menu, using the toolbar buttons and drop-down list controls that are available in each view:

Adrega PI is accessible on any PC with Internet Explorer installed.

Adrega PI is developed in .NET from Microsoft, the development technology of the future. To enhance the performance compared to traditional applications based on web technology all code is compiled on the server. The Adrega PI server is built on a 3 layer architecture making it scalable for futures needs. All updating and upgrading of Adrega PI can be carried out centrally since all code and components are located on the server.

System requirements

Server Client

Windows XP and higher including Windows 8 Windows XP and higher, including Windows 8

Microsoft SQL Server 2005 and higher including Microsoft SQL Server 2012 Internet Explorer 6.0 and higher

Internet Information Server 5.0 .NET Framework 2.0 SP

NET Framework 2.0 SP1

Note that it is important to ensure that Internet Explorer is authorized on the client side to run Java Script.

Adrega PI Modules

Adrega PI is module based and consists of the modules: Home, Planning, Time Reporting, Reporting, Resources and Administration. Only the modules that the user is authorised for will be visible on the screen.

Home

The Home module is the user s home page. Information relevant for the user s involvement in the different projects will be displayed on this page.

Planning

The Planning module is used to create new projects add resources to be used on the projects, budget and assign resources to activities and track and report progress. This module lets you plan and manage activities and assignments from start of the project through to completion interactively using standard planning and scheduling features.

Time Reporting

The Time Reporting module is used for reporting of actual hours and optionally forecasting of hours needed to complete activities. Integrated with planning allowing a role based approval of submitted timesheets prior to updating projects they are responsible for.

Resources

The Resources module is used for viewing resource requirements, availability and capacity in a load chart view across all projects in Adrega PI. You can also use filtering and grouping to display only information for a specific department, group by any combination of Resource Categories, specify a time period to view required resources.

Reporting

The Reporting module is used for generating graphical and tabular reports for one or a number of projects. Reports can be graphical, tabular or Gantt diagrams. In addition, a user can define their own reports using templates.

Administration

The Administration module is for administration and configuration of the tool and day to day management of users accounts roles and functionality that is provided to all project for example creation of activity and resource registers calculated fields and resource calendars. Administration module is also used to create reports that can be used by all projects.

You can use the buttons to adjust the Gantt pane resolution and drag the split bar between the table and Gantt panes to view more columns in the table.

When the My Load Chart option is selected in Settings the Chart pane will be displayed. You can see your hours per day load for the selected task or project. See Resources View, Resource Plan View, Resource Overallocation for more details.

Hyperlinks specified for the tasks or entire project are indicated by displaying the icon in the Information column.

You can click the

My Timesheet Status

This pane displays the status of your time sheets using different colors. The color codes for time sheet status are the following:

Empty, no work recorded

Initiated, work is recorded but the time sheet is not finished

Finished, the time sheet is concluded but not processed

Approved, all records on the time sheet are approved

Rejected, one or more records on the time sheet are rejected

See Time Reporting for detailed information.

My Invoice Index

This pane displays the level of work invoiced compared to total work availability. Work on projects registered as Administrative Work in Basic Project Information is excluded from the Invoice Index calculation.

Capacity utilisation level for a resource is calculated from actual hours registered by the individual and compared to work capacity/availability. Resource capacity is calculated using the work calendar assigned to the resource and the number of working hours per day the resource is available for work.

The display can be grouped in different time periods by selecting Weekly or Monthly from the Period Type drop down box.

Personal Display Settings

The Settings view of the Home module includes functionality to tailor the user's home page. You can set this to display specific information, for example personal preferences such as date format, and the start page that should be displayed each time the user logs in.

My start page

Here you can choose which module and what display to be shown when you enter Adrega PI. The selected page will then be displayed the next time you log in to Adrega PI and for subsequent sessions until the start page option is modified.

My date format

You can choose how dates in the application are displayed. Changes to the date format affects all date formats in the application. You can choose between predefined date formats or create your own date formats.

The following name convention is used when making your own date format.

d indicates day with one or two digits (i.e. 6, 13)

dd indicates day with two digits (i.e. 06 and 13)

MM indicates month with two digits (i.e. 03,11)

MMM indicates month with three letters (i.e. Jan, Jul)

MMMM indicates month fully written (i.e. January, July)

yy indicates year with two digits (i.e. 99, 05)

yyyy indicates year with four digits (i.e. 1999, 2005)

hh indicates hour with two digits (i.e. 09, 15)

mm indicates minute with two digits (i.e. 12, 48)

ss indicates second with two digits (i.e.. 05, 55)

tt time of day (AM/PM)

There are no restrictions to the combination or mix of values. All other symbols including inverted commas, commas full stops and hyphens, will be displayed.

Example: Date format: d. MMMM yy - hh:mm is displayed: 5. January 05 - 12:34

Display the elements on the information page

You can choose what information to be displayed on your personal information page. The following information is available for display:

My Assignments (with or without My Load Chart)

My Timesheet Status

My Invoice Index

My opened tab in planning

Enabling this option will automatically open the last opened project when you start the planning module, instead of always going through the projects page first. This can be handy if you primarily use only one project, or if you often switch between modules. The option is turned off by default.

Change Password

The Change Password view of the Home module allows you to create or modify your password for logging on to Adrega PI.

Note that this option is not available if your organization uses the option to log on using a Windows user account. This option can be set in the Administration module, Users view, when adding or editing users.

Planning

Planning Module Buttons and Menus

The Planning module - is the core of Adrega PI where all information about projects, tasks, resources and expenses is stored. The functions and tools of the Planning module help you manage your projects, control plans and dependencies, make necessary changes and additions to complete the scheduled tasks and optimize costs.

Planning module views. Selecting projects

Buttons and controls in Planning module

Context menu in the Gantt table

Planning module views. Selecting projects

The Adrega PI Planning module comprises the following views: Projects, Options, Resources, Activities, Budget, Tracking, Scope Changes, Resource plan.

In any view you can use the Projects list to select the project you wish to view and edit:

Context menu in the Gantt view

Different context menu options are available depending on the current selection mode. You are in row selection mode when whole row in the table is selected, and you are in one or multiple-cell selection mode if one or a few continued cells are selected.

Right-click in the Gantt table and use the following context menu options:

Edit Column - available in row and cell selection mode. Allows you to customise the fields set.

Activity Information available in row and cell selection mode. Displays the Activity Information dialog box.

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