Wiki.Epicflow

Help Topics

• Administration

  • Automatic Report Generator
  • Resources’ availability batch upload
  • Report Export
  • Roles and permissions – overall overview
  • System Maintenance: Exporting and Importing Data Files
  • Change Password
  • Restore your password
• Integration with external systems

  • Integration with MS Project
  • Integration with Jira
  • Manage Milestones in Jira projects
  • Integration with Primavera
  • Excel to ODBC
  • Automatic Report Generator
  • Step By Step integration with MS Project
  • Managing Tasks in JIRA
  • Report Export
  • Single Sign-On (SSO)
• Manage Portfolio

  • Project Performance Dashboard
  • Inter-project relation
  • What-if Analysis
• Manage resources

  • Resource management overall overview
  • Manage Groups
  • Manage Multigroups
  • Manage Resources \ Users
  • Group Risk Factor
  • Resources’ availability batch upload
  • Competence Management
  • Managing Materials
  • Managing UCLT Groups
  • Timesheet
• Manage tasks

  • Tasks List Overview
  • Exploring Task Card Functionality for Task and Assignment Management
  • Manage tasks
  • Managing Task’s Properties
  • Monitoring tasks performance
  • Summary Card
  • Competence Management
  • Personal Task List
  • Group Task List
  • Meeting View
• Manage the budget

  • Budget Overall Overview
  • Defining the budgets
  • Structure of the budgets
  • Working with the budgets
  • Budget Distribution
  • Burnup and Dashboard overall overview
  • Related Budgets and Tasks
  • Budget use case for Resource- and Project Managers
• Manage the load

  • Graphs
  • Workload Analysis
  • Bottleneck Analysis
• Manage the projects

  • Pipeline overall overview
  • Project Management and Configuration
  • Manage Milestones
  • Gantt-Chart
  • Inter-project relation
  • Buffer management
  • Timesheet
  • Quick Data Editing
  • Baseline
  • Planning View Customization
• My account

  • Activating your account
  • Invite new user
  • Change Your Email Address
  • Single Sign-On (SSO)
  • Change Password
  • Restore your password
• Training and Exercises

  • MS-Project basics
  • Planning prerequisites
  • Exercise files