Psoda manual

A

• Access Control Lists (ACL)
  • Add ACL form
  • Edit ACL form
  • Delete ACL form
  • View ACL page
  • Reapply ACL form
• Actions
  • Add action form
  • Edit action form
  • Move action form
  • Delete action form
  • View action page
  • Escalate action form
  • De-escalate action form
• Assets
  • Asset listing
  • Search assets form
  • Move asset form
  • Copy asset form
  • View deleted asset page
  • Restore deleted asset
  • Rebuild search index form
• Assumptions
  • Add assumption form
  • Edit assumption form
  • Move assumption form
  • Delete assumption form
  • View assumption page
• Attachments
  • Add attachment form
  • Edit attachment form
  • Delete attachment form
  • Delete attachment history form
  • Force attachment unlock form
  • Lock attachment form
  • Move attachment form
  • Unlock attachment form
  • View attachment page
  • Download attachment version

B

• Benefits
  • Add benefit form
  • Edit benefit form
  • Delete benefit form
  • Link benefit page
  • Move benefit form
  • Unlink benefit page
  • View benefit page
• Budget items
  • Add budget item form
  • Edit budget item form
  • Delete budget item form
  • Move budget item form
  • View budget item form
• Budgets
  • Setting up your budget structure
  • Add budget or sub-group form
  • Edit budget or sub-group form
  • Copy budget or sub-group form
  • Delete budget or sub-group form
  • Link budget form
  • Move budget form
  • Unlink budget form
  • View budget or sub-group page
  • Estimate at completion calculation

C

• Calendars
  • Calendar control
• Change requests
  • Add change request form
  • Edit change request form
  • Delete change request form
  • View change request page
• Charts
  • GANTT chart
  • Interactive GANTT Chart
  • Schedule GANTT Chart
• Checklists
  • Add checklist form
  • Edit checklist form
  • Delete checklist
  • View checklist
• Checklist items
  • Add checklist item form
  • Edit checklist item form
  • Delete checklist item
  • View checklist item
• Comments
  • Add comment form
  • Edit comment form
  • Delete comment form
  • View comment page
  • Comment Stream popup
• Contracts
  • Add contract form
  • Edit contract form
  • Move contract form
  • View contract page
• Custom fields
  • Add custom field form
  • Edit custom field form
  • Delete custom field form
  • Merge custom field form
  • Move custom field form
  • View custom field page
• Customise
  • Customise advanced estimate view form
  • Customise programme dashboard
  • Customise project dashboard
  • Customise chart view form

D

• Dashboard
  • Customise programme dashboard
  • Customise project dashboard
• De-escalate
  • De-escalate action form
  • De-escalate decision form
  • De-escalate issue form
  • De-escalate lesson form
  • De-escalate risk form
  • De-escalate release management form
• Decisions
  • Add decision form
  • Edit decision form
  • Escalate decision form
  • De-escalate decision form
  • Move decision form
  • Delete decision form
  • View decision page
• Defects
  • Add defect form
  • Edit defect form
  • Move defect form
  • Delete defect form
  • View defect page
  • Hand over defect form
• Dependencies
  • Add dependency form
  • Edit dependency form
  • Delete dependency form
  • View dependency page
  • Dependency matrix
  • Dependency map
  • Project traceability matrix
  • Mark programme or project changes
• Dependents
  • Add dependent form
  • Remove dependent form
  • Toggle dependent form

E

• Escalate
  • Escalate action form
  • Escalate decision form
  • Escalate issue form
  • Escalate lesson form
  • Escalate risk form
  • Escalate release management form
• Evaluations
  • Add evaluation form
  • Edit evaluation form
  • Delete evaluation form
  • View evaluation page
• Evaluation results
  • Edit evaluation result form
• Exceptions
  • Add exception form
  • Edit exception form
  • Move exception form
  • Delete exception form
  • View exception page
• Expense items
  • Add expense item form
  • Import expense items form
  • Edit expense item form
  • Copy expense item form
  • Move expense item form
  • Delete expense item form
  • View expense item page
• Export
  • XML export

F

• Favourites
  • Add to favourites form
  • Edit favourites
  • Delete favourite form
• Features
  • Import features form
  • Add feature form
  • Edit feature form
  • Move feature form
  • Delete feature form
  • View feature page
• Folders
  • Add folder form
  • Edit folder form
  • Copy folder form
  • Move folder form
  • Delete folder form
  • View folder page
• Follows
  • Add follow form
  • Edit follow form
  • Delete follow form
  • View follow page
  • Notifications
• Forms
  • Add form
  • Edit form
  • Delete form
• Form templates
  • Add form template
  • Edit form template
  • Delete form template

G

• Groups
  • Add group form
  • Edit group form
  • Copy group form
  • Move group form
  • Delete group form
  • View group page

H

• Holiday calendars
  • Add holiday calendar form
  • Edit holiday calendar form
  • Delete holiday calendar form
  • View holiday calendar page
• Holidays
  • Add holiday form
  • Edit holiday form
  • Delete holiday form
  • View holiday page

I

• Import
  • Import expense items form
  • Import features form
  • Import lessons form
  • Import MS Project XML file
  • Import requirements form
  • Import risks form
  • Import test cases form
  • Import vendors form
• Indicators
  • Add indicator form
  • Edit indicator form
  • Copy indicator form
  • Merge indicator form
  • Move indicator form
  • Delete indicator form
  • View indicator page
• Indicator values
  • Add indicator value form
  • Edit indicator value form
  • Delete indicator value form
  • View indicator value page
• Interface
  • Finding your way around Psoda
  • Login
  • Logout
  • Sidebar menus
  • User menu
  • Appearance (themes and languages menus)
  • Top Header Area
  • Navigator
  • Popup windows
  • Support
  • Inline editing
  • Reference field
  • Searching within Psoda
  • Customising tabs and table columns
  • WYSIWYG text editing
  • Shortcuts
  • Accessibility
• Issues
  • Add issue form
  • Edit issue form
  • Escalate issue form
  • De-escalate issue form
  • Move issue form
  • Delete issue form
  • View issue page

J

K

L

• Leave applications
  • Add leave application form
  • Edit leave application form
  • Delete leave application form
  • View leave application page
• Lessons
  • Add lesson form
  • Import lessons form
  • Edit lesson form
  • Escalate lesson form
  • De-escalate lesson form
  • Move lesson form
  • Delete lesson form
  • View lesson page
• Link
  • Link benefit form
  • Link budget form
  • Link multiple tasks form
  • Link task form
  • Link task group form

M

• Materials
  • Add material form
  • Edit material form
  • Delete material form
  • View material page
• Meetings
  • Add meeting form
  • Edit meeting form
  • Delete meeting form
  • Move meeting form
  • View meeting page
• Milestones
  • Add milestone form
  • Edit milestone form
  • Move milestone form
  • Delete milestone form
  • View milestone page

N

O

• Organisations
  • Edit organisation form
  • Delete organisation form
  • View organisation page
  • Add user/organisation picture

P

• Preferences
  • Edit user preferences
  • Date formats
• Portfolios
  • Add portfolio form
  • Edit portfolio form
  • Move portfolio form
  • Delete portfolio form
  • View portfolio page
• Products
  • Add product form
  • Edit product form
  • Delete product form
  • View product page
• Programmes
  • Add programme form
  • Edit programme form
  • Copy programme form
  • Move programme form
  • Delete programme form
  • View programme page
• Projects
  • Add project form
  • Edit project form
  • Copy project form
  • Merge project form
  • Move project form
  • Delete project form
  • View project page
  • Project traceability matrix
• Psoda Apps
  • Psoda Time
  • Psoda Watch
  • Psoda Forms – home page
  • Psoda Forms – creating a form template
  • Psoda Forms – filling out a form
• Psonar
  • How to use Psonar
• Purchase orders
  • Add purchase order form
  • Edit purchase order form
  • Delete purchase order form

Q

R

• Releases
  • Add release form
  • Edit release form
  • Delete release form
  • View release page
• Release Management forms
  • Add release management form
  • Edit release management form
  • Move release management form
  • Escalate release management form
  • De-escalate release management form
  • Delete release management form
  • View release management form page
• Release notes
  • Add release note form
  • Edit release note form
  • Delete release note form
  • View release note page
• Reports
  • Run report popup
• Report parameters
  • Add report parameter form
  • Edit report parameter form
  • Delete report parameter form
  • View report parameter page
• Report templates
  • Add report template form
  • Edit report template form
  • Copy report template form
  • Move report template form
  • Delete report template form
  • View report template page
• Requirements
  • Import requirements form
  • Add requirement form
  • Edit requirement form
  • Move requirement form
  • Delete requirement form
  • Delete requirements/folders form
  • View requirement page
  • Edit impacts form
• Risks
  • Add risk form
  • Import risks form
  • Edit risk form
  • Copy risk form
  • Move risk form
  • Escalate risk form
  • De-escalate risk form
  • Delete risk form
  • View risk page
  • Risk distribution chart
• Roles
  • Add role form
  • Edit role form
  • Delete role form
  • View role page

S

• Skills
  • Create skill form
  • Delete skill form
  • Edit skill form
  • View skill page
• Skill ratings
  • Create skill rating form
  • Delete skill rating form
  • Edit skill rating form
  • View skill rating page
• Sources
  • Add source form
  • Remove source form
  • Toggle source form
• Sub-projects
  • Add sub-project form
  • Edit sub-project form
  • Convert sub-project form
  • Copy sub-project form
  • Move sub-project form
  • Delete sub-project form
  • View sub-project page

T

• Tasks
  • Add task form
  • Edit task form
  • Delete task form
  • View task page
  • Approve task form
  • Mass approve tasks form
  • Mass complete tasks form
  • Mass archive tasks form
  • Move task form
  • Link task form
  • Link multiple tasks form
  • Unlink task form
  • Unlink multiple tasks form
  • Update all tasks
  • Task conflicts
  • Baseline task form
  • Recalculate critical path form
  • Show forecast schedule
• Task groups
  • Add task group form
  • Edit task group form
  • Copy task group form
  • Move task group form
  • Delete task group form
  • View task group page
  • Link task group page
  • Unlink task group page
  • Baseline task group form
• Test cases
  • Add test case form
  • Import test cases form
  • Edit test case form
  • Copy test case form
  • Move test case form
  • Delete test case form
  • View test case page
  • Test coverage
• Test case results
  • Block test case result popup
  • Cancel test case result popup
  • Conditional pass test case result popup
  • Edit test case result form
  • Fail test case result popup
  • Delete test case result form
  • View test case result page
  • Start test case result popup
  • Pause test case result popup
  • Pass test case result popup
• Test runs
  • Add test run form
  • Edit test run form
  • Move test run form
  • Delete test run form
  • View test run page
  • Start test run popup
  • Pause test run popup
  • Pass test run popup
  • Fail test run popup
  • Cancel test run popup
• Test steps
  • Add test step form
  • Edit test step form
  • Delete test step form
  • View test step page
  • Renumber test steps form
• Test step results
  • Block test step result popup
  • Cancel test step result popup
  • Edit test step result form
  • Delete test step result form
  • View test step result page
  • Start test step result popup
  • Pause test step result popup
  • Pass test step result popup
  • Conditional pass test step result popup
  • Fail test step result popup
• Timesheets
  • Add timesheet form
  • Add all tasks
  • Edit timesheet form
  • Allocate timesheet(s) form
  • Delete timesheet form
  • Delete multiple timesheets form
  • View timesheet page
  • Timesheet submission
  • Timesheet approvals
• Timesheet tasks
  • Add timesheet task form
  • Edit timesheet task form
  • Delete timesheet task form
  • View timesheet task page
• Transactions
  • Add transaction form
  • Edit transaction form
  • Delete transaction form
  • View transaction page

U

• Users
  • (Your) My Stuff view page
  • Licence selector
  • Add user form
  • Edit user form
  • Add user/organisation picture
  • Edit user preferences
  • Change user’s password
  • Forgotten your password?
  • Two Factor Authentication
  • Copy user form
  • Download user’s vCard
  • Impersonate user form
  • Move user form
  • Delete user form
  • View user page
  • RSS feeds
  • Access user’s iCal
  • Regenerate iCal link form
  • Notifications

V

• Vendors
  • Add vendor form
  • Import vendors form
  • Edit vendor form
  • Move vendor form
  • Delete vendor form
  • View vendor page
• Votes
  • Viewing votes
  • Add vote to workflow transition
  • Upvote
  • Downvote

W

• Whiteboards
  • Using the whiteboard
  • Add whiteboard form
  • Edit whiteboard form
  • Move whiteboard form
  • Delete whiteboard form
  • View whiteboard page
• Workflows
  • Workflow builder
  • Add workflow form
  • Edit workflow form
  • Copy workflow form
  • Move workflow form
  • Delete workflow form
  • View workflow page
• Workflow actions
  • Add workflow action form
  • Edit workflow action form
  • Delete workflow action form
  • View workflow action page
• Workflow states
  • Add workflow state form
  • Edit workflow state form
  • Edit workflow state ACL form
  • Delete workflow state form
  • View workflow state page
• Workflow transitions
  • Add workflow transition form
  • Edit workflow transition form
  • Delete workflow transition form
  • View workflow transition page
  • Authorise transition form
  • Request transition form

X

• XML
  • XML export
  • Import MS Project XML file

Y

Z