Configuring documents management
Before users can save documents in the Documents tab of the Projects module, you must enable documents management.
- From the application toolbar, click Setup, and then select Customization.
- Select the Environment Settings tab.
- Select the System Settings tab.
- Under Documents Settings, enter the name of the server running Documents Manager and the database into which documents will be saved.
- Click Save.
Configuring reporting
Before users can use out-of-the-box and/or custom reports, you must configure a server that is running Microsoft SQL Server 2000 Reporting Services or Microsoft SQL Server 2005 Reporting Services.
- From the application toolbar, click Setup, and then select Customization.
- Select the Environment Settings tab.
- Select the System Settings tab.
- Under Reporting Settings, enter the HTTP location of the server running Microsoft SQL Server 2005 Reporting Services (for example, http://serverName/ReportServer), the service path for the location in which the reporting service is installed (for example, /ReportService.asmx), and the root path to the folder which will contain the reports (for example, /PESReports).
- Click Save. You may need to run IISRESET to pick up the connection.
Configuring workflow auditing
Before users can view workflow audits, you must configure workflow auditing.
- From the application toolbar, click Setup, and then select Customization.
- Select the Environment Settings tab.
- Select the System Settings tab.
- From the Workflow Audit Bucket Size drop-down, select an option: Calendar Month, Calendar Quarter, Calendar Year, Fiscal Month, Fiscal Quarter, Fiscal Year, or Selected Timeframe. This time period is used to determine the date range for a workflow transition audit.
- Click Save.
Disabling workflow transitions
Workflow transitions are enabled by default and help your organization ensure that work item type changes are done using established criteria and an approval process before they can be finished. You can disable workflow transitions in the Workflow tab, which will allow users with permission to edit items in the Projects module to change a work item type directly.
- From the application toolbar, click Setup, and then select Customization.
- Select the Environment Settings tab.
- Select the System Settings tab.
- Under Workflow Settings, select Allow Investment Type Changes Without Workflow.
- Click Save.
Viewing workflow and reporting settings
System settings for documents management, workflow settings, and reporting can be viewed from the System Settings tab in the Environment Settings tab.
- From the application toolbar, click Setup, and then select Customization.
- Select the System Settings tab.