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Welcome to SoftExpert Project
Overview
Configuration
Attribute
Configuring an attribute
Indeterminate attribute mask
External attribute
Relationship
Translating an attribute
Checklist
Configuring a checklist
Classification
Action type
Configuring an action type
Cost type
Configuring a cost type
Form type
Configuring a new file form type
Portfolio type
Configuring a portfolio type
Program type
Configuring a program type
Access
Project type
Configuring a project type
Optional
Revenue type
Configuring a revenue type
Risk type
Configuring a risk type
Task type
Configuring a task type
Communication
Communication channel
Configuring a communication channel
Communication item
Configuring a communication item
Project role
Configuring a project role
Dynamic navigator
Configuring a dynamic navigator
Translating a dynamic navigator
Evaluation
Control matrix
Control matrix configuration
Method
Method configuration
General parameters
Configuring the general parameters
Identification mask
Configuring an identification mask
Portfolio priority
Criterion
Configuring an evaluation criterion
Evaluation method
Configuring the portfolio evaluation method
Revising an evaluation method
Priority
Priority configuration
Project
Responsibility route
Configuring a responsibility route
Scheduling
Scheduling configuration
Team
Configuring a team
View profile
Configuring a view profile
Vision
File
Delivery
Creating a delivery
Form
Creating a file form
Functional role
Creating a functional role
Objective
Creating objectives
Project template
Adding new template
Adding template from existing project
Adding template from file
Editing project template
Risk
Creating a risk
Status
Creating a status
Status report template
Creating a status report template
Strategy
Creating a strategy
User X functional role
Associating a user with a functional role
Management
Deletion
Evaluation control
Editing the evaluation control
Portfolio
Adding portfolio
Creating portfolio scenario
Managing portfolio schedules
Toolbar
Program planning
Adding program
Editing a program
Managing program schedules
Toolbar
Finishing program planning
Program tracking
Revising a project/program
Rescheduling a program
Changing the status of a project/program
Project and program approval
Approving a project/program
Project evaluation
Evaluating a project
Project planning
Creating blank projects
Creating project using wizard - Blank project
Creating project using wizard - From template
Creating project using wizard - From existing project
Creating project using wizard - Import file
Editing a project
Finance
Communication
Associations
Configurations
Managing project schedules
Toolbar
Finishing project planning
Exporting projects
Project tracking
Rescheduling a project
Work breakdown structure (WBS)
Organization breakdown structure (OBS)
Generating a status report
Editing a status report
Project progress
Task progress
Execution
Financial entry
Adding a cost
Adding a revenue
Forum
Creating a topic
Task execution
Executing a task
Editing task in progress
Associations
Task verification
Verifying a task
View
Financial entry
Financial schedule
Portfolio
Program
Project
Task
To-do tasks
My tasks
Execution
Cost payments
Program closure
Program planning
Project and program approval
Project and program revision
Project closure
Project evaluation
Project planning
Request execution
Revenue collections
Revision acknowledgment
Risk action execution
Task execution
Task execution approval
Task verification
Tracking
Evaluation control
Program tracking
Project tracking
Risk tracking
SE GanttChart
Interface
Task
Adding a task
Adding a recurring task
Copying a task
Editing task data
Configuring task details
Associations
Configurations
Cancelling/reactivating a task
Replacing task information simultaneously
Editing a task summary
Associating a file form with the task
Associating a requirement with the task
Resource
Allocating resources to tasks
Viewing a resource calendar
Replacing resources allocated for tasks
Project
Adding a subproject
Adding an external link
Generating a project report
Project print preview
View
Timeline
Format
Configuring the SE GanttChart general parameters
Widgets - SE Project
Kanban