1 / 45

Managing Projects with AERES: A Hands-On Guide

Managing Projects with AERES: A Hands-On Guide. Contents. Project Tracker to AERES: Goals Getting it done, Faster and Easier: Using AERES - just the basics Managing projects Reporting on projects Doing more - advanced concepts Wrap-up. Project Tracker to AERES: Goals.

Télécharger la présentation

Managing Projects with AERES: A Hands-On Guide

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.


Presentation Transcript

  1. Managing Projects with AERES:A Hands-On Guide

  2. Contents • Project Tracker to AERES: Goals • Getting it done, Faster and Easier: • Using AERES - just the basics • Managing projects • Reporting on projects • Doing more - advanced concepts • Wrap-up

  3. Project Tracker to AERES:Goals • To make Project Tracker data available on the web • To allow Project Managers to create, save, and share custom reports • To directly link master AERES building, room, etc. data with Projects • To attach project documents (“scans”) directly to project information • To capture more data: • Multiple buildings, multiple code & items, etc.

  4. Basic System Use • Login - Get access • Navigate - Move around • Search - Find what you need • Organize and Refine: • Sort • Filter • Print • Export

  5. Basic System Use: Login • https://aeres-fpd.fis.ncsu.edu/ • Type your usernameand password

  6. Basic System Use:What's Inside?

  7. Basic System Use:Searching • Remember the 3 key areas? • (Dashboard, Search, & Reports) • Those 3 let you find data • Once found, you act on it: print, edit, etc. • We'll look at all, but we start withDashboard

  8. Dashboard • The “Google” of AERES • Type a keyword, press enter • AERES finds matching information • Always ready! • Click “Dashboard”in menu & you'rethere • Try it now • Type a building name • Make sure youhave Projectschecked

  9. From Dashboard to Results

  10. Quick Lab #1 (3 min) • Go back to Dashboard • Type your last name • What are the results?

  11. Sort Try it now! • Multi-column sort supported • Choose order • Click “double green arrows” Apply changes With double green arrows Choose order

  12. Filter Limit the • Narrow down the results information you want to see Apply when ready

  13. Quick Lab #2 (5 min) • Go to dashboard • Type your last name • Filter on a building where you have projects • Sort by project number

  14. Print • From results, click the printer icon • In new window that appears, click Ok

  15. Export • From results, click the disk icon • In new window that appears, click red link

  16. Managing Projects • Synopsis - the big picture • Edit - change it!

  17. How to Get to Synopsis • Each row in results has project icon on left Click icon to open project synopsis

  18. Synopsis Provides anOverview of the Project Shuttle move b/w results Timeline Actions Key information People & firms involved

  19. Synopsis Provides anOverview of the Project Project data by phase. Click the tab and the phase data appears

  20. Quick Lab #3 (10 min) • Shuttle between your search results • Go to the last result • Go back to the first • Next through each • Click the phase “tabs” fields at the bottom • Notice the phase tab defaults to the project's current phase • Click View all Phases in the phase data • What appears? • What happens if you click “View Current Phase”?

  21. Edit • From Synopsis, you can Edit the project Click edit NOTE: you may not have this privilege

  22. Edit • Access controlled - you may not be ableto edit all fields Quickly control what phases & data are shown Update = save changes Cancel = abandon

  23. Edit Each phase has its own container Each phase has its own data fields, too Show or Hide phase fields, and quickly jump between phases

  24. Quick Lab #4 (10 min) • Go to Dashboard • Type an exact project number you're familiar with • Make sure Projects is checked • Click Go • What page appears? • Click Edit (if you have permissions) • What fields appear? • Make changes... • Don't worry, you're not changing Tracker data

  25. Reporting on Projects • Saving search results as a report • Running previously saved reports • Building a custom report • From scratch • By modifying a template

  26. Saving Search Results • Every time you see this screen.... • You can save the results as a report Just click Save as Report” “

  27. Saving a Report • Give yourreport: • a title • a description • access • The reportremembers: • Columns • Sort order • Data filters • and more advanced options

  28. Running a Report • Once saved, your report is always available • Hover your mouse over Reports in the menu • Move down over My Reports, System Reports, or Public Reports • To see a list of all reports, just click on the Reports menu item • NOTE: There is a bug in IE 6 (Internet Explorer). Sometimes the report menu appears behind a drop-down. If that happens, just click the Reports menu to get an easy-to-access list of your reports.

  29. Quick Lab #5 (10 min) • Go to Dashboard • Type your last name • Make sure Projects is checked • Click Go, and make sure your projects appear • Click Hide Toolbar • Click Save as Report, then • Type “My Projects” into text field beside Title • Click “Only you may access this report” • Click Save as Report • From Reports menu • Hover over My Reports • Click “My Projects”

  30. Building Custom Reports:Search with Filters • Dashboard gives you fixed columns • No matter what keyword you type, you always get the same 9 columns: • Project #, Code & Item, Building #, Building Names, Project Title, Design PM, Const. PM, Fac Ops PM • Search with Filters: • Define what columns you want • What order you want them in • How? • Hover your mouse over “Search” in the menu, then select “Search with Filters”

  31. Search with Filters Selected Columns - Project # • Click “Projects” • Choose what youwant to see & Title are Defaults Available Columns - Lots! Double click to move from one side to the other

  32. Search with Filters Shuffle the order of • You can alwayscome back &add or removecolumns your columns Click Search when ready

  33. Quick Lab #6 (10 min) • Select Search > Search with Filters • Click Projects • In the left-hand side select, find and double click each of these: • Construction Project Manager • Design Project Manager • Total Project Funding • Using the Up/Down buttons, put columns in this order: • Number, Funding, Title, Design PM, Const. PM • Click Search • Save results as a report only you can access titled “My Test Report”

  34. Modifying Reports • Creating reports from scratch is hard • Remember, dashboard is a quick alternative to just finding the data you need • Modifying an existing report is a way to “template” • Run a report from the Reports menu • Click Show more fields... • Notice that the columns are already selected based on the existing report • Modify any attribute of the report you want • Click Save as report... to save your changes as a new report

  35. Quick Lab #7 (7 min) • Run the “My Test Report” report • Click Show more fields... • Change the column order to: • Title, Design PM, Const. PM, Number, Funding • Click Search • Sort by Funding (Descending) • Save as a new report entitled “My New Test Report”

  36. Advanced Concepts • Configuring AERES • Time-savers

  37. Configuring AERES • AERES is highly configurable... • ... and becomes more so every day • Adapt AERES to fit your needs • Easiest way to change all settings is from Dashboard

  38. Configuring AERES Third column holds settings If you don't see the gray column, click “ show news & Settings”

  39. Configuring AERES Scroll down until you see the “ My Settings” panel Click “More Settings” to see them all

  40. Configuring AERES • Settings are grouped • You might want to change: • Fast Find Settings: Default Category = Projects • General: Start page after Login = Dashboard • Synopsis Pages Settings: Default phase to show on project synopsis = Design, Construction, etc. • Click Apply when done

  41. Time-Savers • When your dashboard keyword matches only one result, you jump immediately to the synopsis • If you single click the project icon, you go to synopsis; double click and go to edit • Can change in your settings

  42. Wrap-Up • Summary of How-to Guides • Important Note • Thank You!

  43. Summary • Use Dashboard to quickly find data • Single click to synopsis; double click to edit • Save results as a report when needed • Modify existing reports to save time building a report

  44. Important Note • AERES will replace Project Tracker soon • Continue to use Tracker until notified

  45. Thank You! • Thank you for your time • Please direct questions or suggestions to Rob Yaeger (Rob_Yaeger@ncsu.edu)

More Related