| Welcome to ManagePro |
| Printable Help File |
| Known Limitations |
 | ManagePro Navigation Overview |
| Right Click Options Quick Reference |
| Working with Window Layout |
| Program Button/File Menu |
| ManagePro Ribbon/Toolbar |
| Quick Access Toolbar |
| Icon Descriptions |
| On-line Help |
| Administrator Rights - Getting Started |
| About Access Visibility and Editing Rights |
| Locks & Access Rights |
| Adding Business Groups |
| Business Group Filter |
| Delete Users |
| Adding New Users |
| Enable or Disable User Password |
| Assigning User Visibility and Editing Rights |
| Assigning Users to Business Groups |
| Making Users a Member of Business Groups |
| Utiltities |
| Backup a Database |
| Open Database |
| New Database |
| Restore SQL Backup |
| Upload Database to PST |
| Downloading your DB from our Secure FTP Site |
| Disable Check for Updates |
| How to Copy a Database to a New PC |
| ManagePro Upgrade and Installation |
| Assignment of People, Meetings and Business Groups |
| Who, Assinging People |
| Who, Assinging All Users |
| Who, Assigning Lead Person |
| Who, Assigning Meetings |
| Who, Assigning Business Groups |
| Preferences |
| SmartClient |
| Passwords, How to Change |
| Email Preferences |
| FTP |
| General Preferences |
| Select Display Skin |
| General Defaults |
| Watchlist Preferences |
| Show Tips on Startup |
| Alerts for Todos and Events |
| Auto backups |
| Resource Allocation Display Options |
| Progress Updates Category |
| Progress Update Template |
| Auto Eamil on Save - Progress Updates |
| Auto email on Save - Todos |
| Remember Window Position |
| Customization Overview |
| Customize Fields, Overview |
| Customizing Existing Fields |
| User-Defined Fields |
| Working With Pre-defined & User Defined Field Formatting |
| Mutli-Pick List |
| Adding Customized Fields to a View |
| Configuring Custom Fields in the Details Window |
| Terminology |
| Custom Tabs |
| Field Additions |
| Customizing GAPR & Details Views Using View Configuration |
| Configuring a View |
| Configuring Flat List Views |
| Other View Options & Fixed Columns |
| Creating a Meeting Agenda View |
| About Filters |
| Reset |
| Calculated Fields |
| Calculation Operators |
| Percentage Field Formatting |
| Expression |
| Field 2 Over-ride |
| Calendar Preferences |
| Calendar |
| Calendar, Email Directly From |
| Private Calendar Items |
| Document Management Overview |
| Attaching Documents Fields and Descriptions |
| Attaching Documents |
| Attaching URLs |
| Marking Documents as Private |
| Version History - Documents |
| Sharepoint, Overview and Configuration |
| Document Management Mechanics in the Plus vs. Smart Version |
| Documents Tab |
| Feedback & Recognition |
| Setting up Feedback & Recognition |
| Configuring Feedback & Recognition |
| Adding Feedback & Recognition |
| Printing Feedback & Recognition |
| Import CSV |
| Creating a CSV File from Excel Spreadsheets |
| Preparing your CSV file |
| Import People "Who" |
| Import Goals |
| Import Outline Level |
| Importing Related Data to Existing Records |
| Import Picklist Values |
| Print Options |
| Quick Reports |
| Select Layout |
| Last Progress Update Options |
| Fit to Page |
| Print Outline |
| Print Current View or Selection - Custom Report Options |
| Order Custom Reports |
| Using Report Designer |
| Creating a New Report |
| Create a Report Header |
| Page Header Setup |
| Advanced: Adding a Pick-List Color Globe |
| Advanced: Displaying Page Numbers and Current Date |
| Landscape Mode |
| Final Steps |
| Advanced: How to include Related Data |
| Advanced: Detail Reports |
| Print Preview |
| Remove Headers and Footers |
| Import Reports |
| Watermark |
| Insert Picture |
| Strategy Execution |
| Strategic Plan Highlight |
| Strategic Scorecard Map |
| Weighted Average Score |
| Strategic Plan/Alignment |
| View Strategic Allignment |
| WatchList Overview |
| WatchList Quick Steps |
| Working with the WatchList |
| Getting Help in ManagePro |
| Add |
| Adding Goals vs. Action Steps vs. Tasks |
| Adding Meetings |
| Adjusting Column Widths |
| Auto-Indent |
| Baseline Value |
| Borderline Performance |
| Build |
| Changing a Goal Type |
| Collapse |
| Columns, Changing Width |
| Columns, Moving |
| Copy & Paste Records |
| Creator |
| Delete & Undelete |
| Demote |
| Display Date Range |
| Display Options |
| Drag and Drop, Email |
| Working with Email Formats |
| Drag and Drop, Goals |
| Duration |
| Edit Details |
| Editing Terminology |
| Editing, In-Place |
|
| Employee ID |
| Events |
| Expand |
| Export |
| Field Audit |
| Find & Search |
| GAPR |
| GAPR Management View |
| GAPR Map View |
| GAPR Map View Side-tabs |
| GAPR Outline View |
| GAPR Outline View Side-tabs |
| GAPR Scorecard Program Performance |
| GAPR Scorecard View |
| GAPR Scorecard View Side-tabs |
| GAPR Due Date Performance |
| GAPR Timeline Linking Records |
| GAPR Timeline Print View |
| GAPR Timeline Toolbar |
| GAPR Timeline View |
| GAPR Timeline View Side-tabs |
| GAPR Timeline Zoom In and Out |
| GAPR Analysis View |
| Dashboard, Building or Adding |
| Creating a Graphic Output |
| Accessing Dashboards |
| Goal Details |
| Goal Details Side-tabs |
| Goal Type - GAPR Records |
| GroupWise Synchronization |
| Hide or Show Done Items |
| Hide Time Displayed on Todos & Events |
| High Performance |
| Import from Outlook |
| Inserting Graphics, Long Text Fields |
| Keyboard Commands |
| Lead Person |
| Lead Person Filter |
| Login ID |
| Lock out |
| Long Text Fields |
| Low Performance |
| Making Todos and Events Private |
| Manage Filters |
| Measurement Basis |
| Multi-Edit Overview |
| Multi-Edit Who |
| Navigating the Workspace |
| Notes |
| Outlook Sychronization |
| Working with Field Mapping between ManagePro and Outlook - Todos |
| Working with Field Mapping between ManagePro and Outlook - Events |
| Sync to Outlook Business Rules |
| Paste Special |
| People & Meetings |
| People & Meetings Right-Click Options |
| Percent Complete Field |
| Post Comments to Progress Updates |
| Priority |
| Private, Designating Records As |
| Progress Updates |
| Promote |
| Push Repetitive Processes into the Future |
| Refresh |
| Related Data |
| Related Goal |
| Requirements |
| Resert Sort Order |
| Reset Window Layout |
| Resource Allocation and Setting Working Time |
| Individual Task Resourcing |
| Project Portfolio Resource & Capacity Planning |
| Resource Color Coding |
| Working with Timecards |
| Results |
| Right-click Menu Options |
| Right-click Menu Options, Todos and Events |
| Risk |
| Roll ups and Over-rides |
| Scoring |
| Sort Data in Columns |
| Start Date and Due Dates |
| Goal Status |
| Synchronization |
| Target |
| Todos & Tasks |
| User |
| User and Meetings Filter |
| User Data List View |
| User Lists Right-Click Options |
| Weight |
© 2008 Performance Solutions Technology, LLC