Administering


The following table lists the different actions that you can take to administer the product:

Action

Reference

Configure Idea General Settings and manage and define Reported Source values required on Ideas. 

Manage and define Strategy values specified on Demands, Resource Type and Unit values required on Resources, Risk Area and Impact values specified on Risks, and Stakeholder Role values specified on Stakeholders.  

To set Default Portfolio Manager. 

To set Default Program Manager. 

Configure Project, Sprint-Phase, and Task Templates. 

Create and define Resource Groups, and manage Skill Areas related to the Resource Groups and Skills related to the users. 

Define Default Notify Mechanism for the users. 

Create and update a Pre-Configured Card can be created only on the application level.

Create and update a Pre-Configured Label can be created only on the application level and is made available for all the records present in the application.

Set the Default Program Manager that takes up the responsibility when a new Program is created.

Set the Default Portfolio Manager that takes up the responsibility when a new Portfolio is created.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*