Projector April 2014 Release Overview Gregory Smith April 2014

Getting Involved with 1 2 3 Sign Up Attend Engage Join the Projector e3 community on LinkedIn or Google+ (projectorpsa.com/e3) Enable e3 notifications for Projector users Admin Tab > Users & Resource > User Types > Notifications Design Review: Cost Management 24 April, 2014 Registration details to be announced Previous Sessions: Reporting Basics Advanced Reporting Project & Resource Management Budget Management Permission Management Design Reviews Give us some other suggestions for events (#ProjectorE3) +1 TotD topics that you’re excited about Check out recordings of all our past webinars (including this one) Tell us what you think about this e3 thing Most of all, stay tuned; more to come…

Agenda April 2014 Release Configuration Changes Additional Resources Projector Web – Skills Management Role User-defined Fields (UDFs) - Expanded Audit Trails Misc. Enhancements Configuration Changes Skill Approval Workflows Role UDFs - Misc. Configuration and Permission Changes Additional Resources - Release Notes - Projector Support - Projector Training

What to expect Projector will be unavailable Saturday April 12 between 10 AM and 6 PM ET Upon login into the Management Portal Projector will update itself as necessary

April 2014 Release

Expanded Audit Trails All Organizations Changes made to User Profiles Changes made to permissions Organizations using Professional and Enterprise Editions Operational Data (projects and resources) Configuration Data (System Settings) Accounting Data (AP, AR, and GL transactions) Data Retention Professional Edition – 18 months Enterprise Edition – 5 years

Reporting Enhancements Filtering on Data Fields A new ability to filter data by most data fields to facilitate exception reporting (e.g., including only low profit projects in the project portfolio report whose margins did not exceed 30%) New fields added Ginsu Report – Cost Card Description Schedule Variance Report – Resource Equivalents Authentication tokens available for RESTful reporting data services Dynamically calculated fields in RESTful data sets A new parameter can be used in the RESTful reporting data services that permits users to access fields that are normally calculated dynamically in Excel pivot tables (e.g., billing rates)

Configuration Changes

Update Skills Permissions Set permissions for users and user types to view and update skills from within Projector Web Location: Management Portal > Admin Tab > Users & Resources > User Types

Skill Approval Workflow Skill approvers can be configured on a resource by resource basis Permission to approve skills may also be granted via the new cost center permission called “Approve skills” Location: Management Portal > Admin Tab > Users & Resources > Resources

Role UDFs Role UDFs can be added from the Administration tab of the Management Portal Location: Management Portal > Admin Tab > Setup > User-Defined Fields

Notification Preferences Projector e3 notifications can be enabled for key user types Users can disable any unwanted notifications on their Projector Web profile page Location: Management Portal > Admin Tab > Users & Resources > User Types

Authentication Tokens Enable the use of Authentication Tokens for RSETful reporting data services Location: Management Portal > Admin Tab > Setup > Account Settings

Additional Resources

Additional resources Release notes, presentation, webinar recording www.projectorpsa.com/release_notes.html Projector e3 Community www.projectorpsa.com/e3 On-line Help Help menu or F1 from Smart Client or from Projector Web http://help.projectorpsa.com E-mail Support support@projectorpsa.com, www.projectorpsa.com/support Telephone Support (617) 431-4111 x 1 Training and Consulting Services Barry Franklin, business development barry@projectorpsa.com (617) 431-4598 Social Media Channels portal.projectorpsa.com