1. Projector November 2014 Release Overview
Greg Smith
November 2014

2. Some Logistics
This session is being recorded. The recording and slide deck will be made available on the Release Notes page and the LinkedIn and Google+ e3 groups.
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3. Agenda November 2014 Release Configuration Changes
Advanced Analytics Module
Time Off Request and Approval
Subcontractor Management
Revenue and Expense Splitting
Configuration Changes
Time Off Approval Configuration
Subcontractor Configuration
Additional Resources
- Release Notes
- Projector Support
- Projector Training

4. What to expect
Projector will be unavailable Saturday November 15 between 10 AM and 6 PM ET Upon login into the Management Portal Projector will update itself as necessary

5. November 2014 Release

6. Advanced Analytics Module
The Goal
Provide rich dashboards and informative visualizations in Projector Web
Give users the ability to customize the data, design, and layout of their dashboards
Eliminate manual manipulation of data for every-day analysis
The Platform
We’ve partnered with a powerful business intelligence tool named BellaDati and have integrated it into Projector Web
The Advanced Analytics Module (AAM) is driven by Projector reports
AAM will come with a package of pre-built visualizations that organizations can customize to meet their needs, including importing information from other business systems.

7. The Advanced Analytics Module

8. Organization-level Dashboard: Financials Overview

9. Organization-level Dashboard: Financials Overview

10. Organization-level Dashboard: Operational Overview

11. Organization-level Dashboard: Operational Overview

12. Organization-level Dashboard: Portfolio Overview

13. Organization-level Dashboard: Portfolio Overview

14. Organization-level Dashboard: Portfolio Overview

15. Organization-level Dashboard: Compliance and Alerts

16. Organization-level Dashboard: Multi-System Dashboards

17. Organization-level Dashboard: Multi-System Dashboards

18. Advanced Analytics Module Administration

19. Advanced Analytics Module
The Rollout
Organizational level dashboards will be available in the November release
Unlike other Projector modules, if you would like to use the Advanced Analytics Module you will need to contact us to be added to the deployment schedule
The Price
$100/month + $2/provisioned user/connector/month
Limit of the Projector connector + 2 others
Organizations with additional needs can license directly from BellaDati if desired

20. Next Steps www.projectorpsa.com/e3
Getting Started Please let us know by ing so we can enable the Advanced Analytics Module Learning More
Join the Projector e3 community where you will find:
An over view demo of AAM
Future webinars exploring AAM’s functionality
Specific configuration workshop webinars
Next e3 Session: Advanced Analytics Dashboards, Thursday December 4, 2014

21. Admin Tab > Users and Resources > User Types
Enable Notifications
User Type
My Profile
Admin Tab > Users and Resources > User Types
Projector Web > Topics > My Profile

22. Time off Request & Approval

23. Time Off Request
Enter time off requests
Previous requests and time reported are tracked
Status of future time off requests will be displayed
Location: Projector Web > Topics > Time off

24. Time Off Approval
Approve or reject a time off request on the Scheduled Time Off tab of the resource editor
Location: Management Portal > Admin Tab > Users and Resources > Resource

25. Creating Subcontractor Invoices
Subcontractor invoices use time cards submitted by subcontractors in Projector to create an expense document and pay the subcontractor for work performed
Subcontractor invoices use the same approval workflows as all other types of expense documents
Location: Management Portal > Expense Tab

26. Configuration Changes

27. AAM User Setup
Provisioning users for the Advanced Analytics Module can be done at the User Type level or for an individual User
Location: Management Portal > Admin Tab > Users and Resources > User Types

28. Subcontractor Management
Enable Subcontractor Management on the individual Resource, or by Resource Type
Enable resource’s time submissions for subcontractor management
Enable resource’s expenses for subcontractor management
New Cost Center Permission: Maintain Subcontractor invoice
Location: Management Portal > Admin Tab > Users and Resources > Resource Types

29. Subcontractor Management
Choose how a subcontractor should be paid - Direct to resource or through a vendor
Enable vendors for subcontractor invoices

30. Enabling Time off Requesting
Enable Time off Requesting on the individual User, or by User Type
Resources can either request future time off with approval, or schedule future time off without approval
Requested time off approvers are designated by the Cost Center permission Approve and Maintain Resource Time Off
Location: Management Portal > Admin Tab > Users and Resources > User Types

31. Revenue and Expense Splitting
Revenue and Expense Splitting can be configured at the Engagement Type level or at the Project level
P&L Cost Center is now available as a field in Projector reports
Location: Management Portal > Admin Tab > Job Accounting > Engagement Types

32. Questions & Wrap-up

33. 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