1. Projector April 2014 Release Overview
Gregory Smith
April 2014

2. 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…

3. 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

4. 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

5. April 2014 Release

6. 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

7. 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)

8. Configuration Changes

9. 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

10. 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

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

12. 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

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

14. Additional Resources

15. Additional resources Release notes, presentation, webinar recording
Projector e3 Community
On-line Help
Help menu or F1 from Smart Client or from Projector Web
Support
Telephone Support
(617) x 1
Training and Consulting Services
Barry Franklin, business development (617)
Social Media Channels
portal.projectorpsa.com