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Getting Started is a web-based application for planning and coordinating projects. It groups your organization into businesses and sub-businesses containing projects and, optionally, sub-projects. A project consists of tasks, schedules, deliverables, milestones, resources, and documents. helps project teams and project managers control and monitor these essential items.

  • For teams - makes it easy to manage schedules, track deliverables and milestones, store documents, share calendars, create discussion groups, route items through workflows, and leverage repeatable processes.
  • For project managers - enables at-a-glance access to the health of a complete project portfolio or an individual project. It will track schedules, budgets, and deliverables employing summaries, status reports, and emailed alerts.

This Getting Started document is designed to give a quick overview of, allowing you to start utilizing the application quickly.

Project managers have access to a Project Outline that will help guide you through the project management process. For more information or further details, please refer to the User's Guide.

Accepting an invitation

To join a project, the project manager will send an email invitation from Click the project URL link in the message (Figure 1), which will take you to the Registration screen.

Figure 1. Email invitation


Registration is an easy process:

  1. First, read and accept the End User License Agreement. Click Next .

  1. Select your registration Domain. For most, this is Global Domain . Click the Next button.
  1. You may be prompted to enter a license key, given to you by your administrator. If so, enter the key, and then click Next.

  1. Now, complete the registration fields (Figure 2). Note, required fields are marked with bolded text.

NOTE: Remember your login name and password. You will need this information each time you log into

  1. Click the Register button. A verification code will be emailed to you.

  1. Finally, retrieve the email and click the URL link to return to the final registration page. Enter your email address and verification code. Click Verify Now to complete registration and go to the Login screen.

Figure 2. Registration screen

Logging in to

  1. Open a web browser and go to
  1. From the Login screen (Figure 3), enter your Login

Name and Password.

  1. Click the Login button.

Oops! I forgot my password

  1. Open a web browser and go to
  1. From the Login screen, select Forgotten Password

or Login Name.

  1. Select your registration Domain. For most users, this

is Global Domain. Click the Next button.

  1. The Login Name / Password wizard appears (Figure


  1. Enter your email address in the email field, and

select either Forgot your password? or Forgot your login name? Click the Next button.

  1. Enter your current user name and answer the jog

question you created when you registered.

  1. Click the Next button. automatically

sends an email to you with a new verification code.

  1. Retrieve the email and click the URL link. The

Forgotten Password or Login Name screen appears.

  1. Complete the password fields.
  1. Click the Finish button.
  1. From the Login screen, enter your login name and new password and then click the Login button.

Logging out of

  1. From any screen, click on the Log Out link located at

the top of the screen, as shown in Figure 5.

  1. You are returned to the login screen.

3.Understanding the Components

After you login to the application, you will arrive at your Personal workspace page. A workspace is a visual area where you can review and work on project activities. has three workspaces (Personal, Business,and Project) that are designed for different functions. You will always enter the Personal workspace page after logging in to

The Personal workspace is YOUR page, unique to you. Think of it as your privatevirtual office. The Personal workspace provides information about all the projects and businesses of which you are a member. This section is color coded in yellow (Figure 6). The Navigation toolbar on the left links to the other available features for the workspace. This navigation menu changes based on which workspace you are working in. The Action toolbar appears at the top right of the page. Channel bars (Site Status, My Projects, New Items, etc.) divide the workspace NOTE: You can personalize your workspace by clicking the Personalize this Page link at the bottom of the page.

The Business workspace is similar to an office building containing people and projects. Business workspaces are used to group projects and people by company, business unit, department, and customer. This section is color coded in green (Figure 7).

NOTE: The navigation toolbar for the Business workspace appears AFTER you click a Business link. Figure 7. Business workspace The Project workspace is similar to a team room or project war room. The Project workspace is where all team members share and manage projects. This section is color coded in blue (Figure 8). NOTE: The navigation toolbar for the Project workspace appears AFTER you click a Project link. The Project workspace contains a Search feature that allows you to search for information quickly. Figure 8. Project workspace 4 Understanding Screen Elements Let's break down the elements that appear on a Project.Net screen further. Please refer to Figure 9. Figure 9. elements The content area contains three workspaces: Personal Business Projects . More details about each workspace can be found in Understanding the Components. The Personal workspace is shown in Figure 9. The navigation menu on the left is the Toolbar. Use it to move through the different modules within a workspace. See The Toolbar section of this document for more information. NOTE: The toolbar features change with each workspace. For the Business and Projects workspaces, you will need to click a particular business or project to view the navigation toolbar. At the top of the content area is a set of icons called the Action bar. These icons change depending upon the workspace you are in and where you are in that specific workspace. See the Action bar section of this document for more information. The Help feature offers assistance for a particular page. NOTE: Currently, Help does not include an index or search feature. Channel bars divide the workspace. Think of channel bars as another way to display topics visually. The channel bars differ depending upon your workspace. Click the or buttons to collapse or expand each channel bar. View any projects you have accepted under the My Projects channel bar. You can also see any new items that have been added in the New Items channel bar. Your can respond to a request by using the Accept or Decline buttons. If you do not want a channel to appear in your content area, click on the to remove it. To have the channel bar reappear on your workspace, select the Personalize this Page link at the bottom of the screen. From the Channel Manager, select the channels that you want to appear on your workspace, and then click the Submit button. 5 Action Bar The Action bar is available in all three workspaces (Personal, Business, and Project). This bar appears in the upper right section of each page (Figure 9, Item 3). The Action bar is tailored to a workspace and page, and provides a fast method to complete tasks. When an action is not available for a page, that icon is disabled (grayed out). Below is a list of the most common icons in the toolbar. NOTE: Action bar functions can vary from page to page, with certain actions limited to specific pages. For more information on the Action Bar, refer to the User’s Guide. Icon Action Description Create Creates a new item. Depending on the page, this will create a new project, document, discussion post, and so forth. Modify Modifies the selected/current item. Delete Deletes the selected/current item. Refresh Refreshes the information on the current page. NOTE: If the page is a form, selecting this icon will reset all form values to their original values. Properties Displays the properties of the selected/current item. Link Links other information to this item. For example, you can link documents or issues to a task. Workflow Adds the selected item to a workflow envelope and launches the Workflow Envelope Wizard to route the item through a workflow. Search Searches for information within the project workspace. Notify Indicates that you would like to be notified when the selected document or object is modified. Help Displays Help for the current page. Security Shows the current security level or the required security needed to view, modify, or perform other functions on the selected object. Special icons for the Documents module Icon Action Description Check out Checks out a document from the Document vault. Check in Checks in a document to the Document vault. View Opens a document so you can view it. Undo Checkout Cancels a check out. New Folder Adds a new folder. Move Moves a document or folder. 6 The Toolbar Like the Action bar, the Toolbar changes depending on what workspace you are in and what you are doing. Two example toolbars are shown to the left. The most common Toolbar options are described below. The icons on the right indicate the workspaces where you will see these options. Dashboard Gives an overview of the current workspace. It is essentially the “home page” of each workspace. Directory Provides information about the workspace participants, their roles, and their assignments. Documents Stores and tracks project-related documents. Discussions Provides threaded discussion groups within a workspace. Forms Offers customizable forms to collect and track specific information. Once created, a form can be used repeatedly. Projects Gives an overview and list of all the projects in a business. Calendar Displays at-a-glance all events, tasks, meetings, and milestones for all workspaces you are a member of. Workflow Allows you to define a series of tasks as a Workflow. Using a Workflow, you can automatically route items to and from other users. Templates Enables you to create templates, or reusable components, from existing projects. Templates are used to create new projects quickly. News Allows easy access to read and post project-related news items. It is like a virtual bulletin board. Workplan Shows current tasks, milestones, and other project metrics. This view allows you to track detailed project status quickly. Setup Stores personal, business, and project related information, and allows you to personalize some aspects of Other terms Process – The Project Process Module is essentially the Lifecycle of the project. This is the area where tasks and deliverables are defined. It is the heart of the project. Phase – Phases are the different parts of the process. Projects are divided into phases, ending in gates. Each phase consists of deliverables, tasks, and milestones. Phase-Gate – A review of the past phase. Usually a meeting to decide if a phase’s goals have been met and whether to go forward with the project. Roles – The Project Team is divided into Roles. Roles are a convenient way of structuring projects. Users can use roles to organize tasks and to set security. Workflow Envelope – An envelope contains specific items, such as a form or document, which are being routed through a workflow.

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