Frequently Asked Question
Subject:
What profile documents are required for Project Tracker 5.0 to function properly?
Status:
Publish
Category:
Tracker Suite
Request Type:
None Listed
Tab
Profile Name
Functionality
Document Sort Order
Project
Project Definition
Create the project definition
Project
Contact List
Establish the contact list template
Project
Meeting Agenda
Create the Meeting template
Project, Processes
Process Template
Required to be able to Load Processes (set proceedure) against a Project
Project, Processes
Process Document
To create Process required document templates.
Project
Document
Standard documents
Project
Status Report
Required to create and submit Status Reports
Project, Business Plan
Project Budget
Required for generating project budgets
Business Plan
Business Initiative
These are typically the Division Goals and Objectives required to meet the Company Goals and objectives (Or the second level of detail for goals).
Business Plan
Business Plan Document
Business Plan
Program
These are the Department goals and objectives (or the 3rd level)
Business Plan
Theme
These are the company based (or first level) business objectives or goals
If you will be using the following functionality create the profiles indicated:
Tab
Profile Name
Functionality
Document Sort Order
Project
Project Definition
Create the project definition
Project
Contact List
Establish the contact list template
Project
Meeting Agenda
Create the Meeting template
Project, Processes
Process Template
Required to be able to Load Processes (set proceedure) against a Project
Project, Processes
Process Document
To create Process required document templates.
Project
Document
Standard documents
Project
Status Report
Required to create and submit Status Reports
Project, Business Plan
Project Budget
Required for generating project budgets
Business Plan
Business Initiative
These are typically the Division Goals and Objectives required to meet the Company Goals and objectives (Or the second level of detail for goals).
Business Plan
Business Plan Document
Business Plan
Program
These are the Department goals and objectives (or the 3rd level)
Business Plan
Theme
These are the company based (or first level) business objectives or goals