Project Staff Involvement Report

Filter

Description

The tick box will allow user to choose if the duration should be based on Tasks or Projects.

This will allow user to input the date range. When the above tick box is unticked (default), the duration will be based on Projects.

This includes two dropdown menus which will allow user to narrow down the refining criteria for the report. Staff dropdown list includes a list of all the staff members and the position drop down list includes a list of positions.

 If user selects a staff from the dropdown list and does not select a position, a  list of projects where the selected staff is involved in the current phase will be displayed. However, if a position is selected along with the staff name (i.e. project manager), only the projects which the specific staff was involved as a project manager in the current phase will be displayed or vise versa.

By default the task comments will be hidden. User can tick this check box for task comments to be visible in the report.

This includes two dropdown menus. From the first drop down, user can choose a specific workflow. This could be further narrowed down to a specific phase from the second drop down. By default these two dropdown menus are on 'show all'.

This filter is used to display board & team members in projects. Using the gird, multiple selections (staff members or positions) can be configured with a combination the user desires.

Staff dropdown list includes a list of all the staff members with 'please select' displayed as default.

Position dropdown list includes a list of all positions configured in the 'setting configuration'> 'project position screen' and with 'please select' displayed as default.

Add button will enable user to include multiple staff members and positions. This will create a new row in the grid along with a 'delete' button in front of each row.

This dropdown includes a list of all the departments with 'please select' displayed as default. This will filter out the projects where at least one member of the board & team is in the particular department.

This dropdown includes a list of all the departments with 'please select' displayed as default. This will filter out the projects which are linked to the particular department.

Project department is based on the 'primary service profile (in project details object)'.

This dropdown includes a list of all service profiles with 'please select' displayed as default. This will filter out the projects which are linked to the particular service profile.

This dropdown includes a list of all the service profiles grouping with 'please select' displayed as default. This will filter out the projects which are linked to the particular service profile grouping.

By default the cover page will be included for the report. User can hide the cover page by unticking this option.

By default the report will be based on the open projects. However, user can tick this check box to include the closed projects.