4.0 Default Settings Glossary : Support Portal

Glossary Term	Description
Access Levels	Access levels are permission sets that allow members to perform different tasks within a company. By assigning members to access levels, you determine the information they can see and actions they are allowed to perform.
Approvals and Notifications for Project Lifecycle Stage Gate	Portfolio key users who can submit a project for review and/or approve a project to move to the next phase, and who will receive notifications every time a project moves to the next phase.
Approver Responsibilities	The users who are authorised to approve any actions/updates to various modules within the Project.
Assigned Key Users	Assigned Members to Key Roles in a project/ portfolio.
Benefit Categories	A classification where the benefit belongs to. These categories can be customised by users. Categorising benefits provide Project/Portfolio Managers with greater structure and organisation around the project.
Benefit Sub-Categories	A sub-classification under a Benefit category where the benefit belongs to. These categories can be customised by users. Categorising benefits provide Project/ Portfolio Managers with greater structure and organisation around the project.
Benefit Title	A short title that outlines the benefit and its impact. The name should incorporate 3 pieces of information which are the 'what', the 'how' and the 'impact' of the benefit. The title should provide users with a better understanding of the benefit.
Benefits	Benefits tracking has 3 uses: as a performance monitoring and enhancing tool, as a basis for decisions, and report status. The benefits that were identified, itemised and quantified should be visible throughout the operation of the live business solution. So the line management should be encouraged to continue monitoring performance against the benefit targets. The continuing focus on delivering the benefit may be used to promote good operational performance, to identify areas where further improvements to the processes or systems would be beneficial, and for the organisation can learn from its successes and failures.
Benefits Summary Configuration	How Benefit Summary items will be added to Projects/ Portfolios.
Benefits Tracking: Status and Trend	Settings for the Portfolio Benefit Tracking module if the Status and Trend are to be displayed or not.
Co-Dependent(s)	These are individuals who are impacted by the project's delivery, resources, milestone dates and/or the outcomes of the project. For example, a Project Manager is assigned as a Co-Dependent to gain visibility of a project which cannot be started until a deliverable is completed.
Country	The country that the company is based in and operating primarily out of.
Currency	The current currency used and updated across the entire Project/ Portfolio.
Custom Templates	The customised reporting format of modules and reporting sections to be displayed on the report. It is important to add as much detail as possible to provide readers with a better understanding of the report's customisations.
Custom Templates: Repeats	How frequent a report is generated.
Custom Templates: Schedule	An overview of when the report is sent with the corresponding template.
Custom Templates: Time	The time of the Report allows the reports to be automatically sent at a set time. This corresponds with the Time zone that the Project/ Portfolio adheres to.
Default Templates	The default reporting format of modules and reporting sections to be displayed on the generated Reports, for weekly, monthly or customised reports.
Email Notifications	Reflects the activities within a project/ portfolio that send out notification emails to respective users. Recipients can be customised to ensure that important and relevant information is received during the duration of the project/ portfolio.
Fortnightly Reporting	Fortnightly project/ portfolio reports are mandatory reports. They provide key members with a comprehensive overview of the current project/ portfolio status. There is a 'notes' section for each project/ portfolio module that needs to be filled (or no details will be provided). The 'notes' will be sent to relevant users automatically at a pre-determined time, set within the Project/ Portfolio settings.
FY Start	The starting month of the Fiscal Year.
General Settings	An outline of the default Project/ Portfolio settings. The reflected report send times and data recordings are based on the Project/ Portfolio time zone settings.
Mandatory Modules	These are modules to be displayed once a new project is created with the selected Project Type.
Metric Type	The type of data inputted for a Benefit.
Module Notifications	Module Notifications reflect the module activities within a project/portfolio that send out notification emails to respective users. Recipients can be customised to ensure that important and relevant information is received during the duration of the project/portfolio.
Monthly Reporting	Monthly project/ portfolio reports are mandatory reports. They provide key members with a comprehensive overview of the current project/ portfolio status. There is a 'notes' section for each project/portfolio module that needs to be filled (or no details will be provided). The 'notes' will be sent to relevant users automatically at a pre-determined time, set within the Project/ Portfolio settings.
Notification Settings	Reflects the events within a project/ portfolio that send out notification emails to respective users. Recipients can be customised to ensure that important and relevant information is received during the duration of the project/ portfolio.
Portfolio Analyst	The Portfolio Analyst is responsible for metrics, tracking, and all analysis at a portfolio level and how the projects role up.
Portfolio Checklists	A comprehensive list of important actions/ steps to be taken for portfolios
Portfolio Close-Out	A checklist of important actions/ steps to be taken to close a portfolio
Portfolio Control Manager	The Portfolio Control Manager is responsible for change requests and standards management at a portfolio level.
Portfolio Manager	The Portfolio Manager oversees the project at a high level portfolio level. The Portfolio Manager is required to provide regular updates on report status, issues, budget and schedule.
Portfolio Name	A short title which outlines the portfolio. The name should incorporate 3 pieces of information which are the 'what', the 'how' and the 'impact' of the portfolio.
Portfolio Setup	A checklist of important actions/ steps to be taken to create a new portfolio
Program Manager	All Program Manager Users within this project. Program managers oversee all projects that roll into their programs. For most companies, programs are grouped by similar or related projects. However, they can also be grouped according to sub-departments and / or service type. For example, all projects pertaining to IT Efficiency can be rolled into one IT Efficiency program.
Project Checklists	A comprehensive list of important actions/ steps to be taken for projects
Project Close	It is a list of important actions/ steps to be taken for closing projects
Project Close Out Report	A report generated and submitted for the Project Close Out with additional details relating to the criteria and completed items under the projects.
Project Control	All Project Controls (or PMO) Users within this project. The Project Control individuals assist with standardisation of project delivery, project lifecycle & stage-gate approvals, centralised governance and other project functions. Companies can assign Project Controls by Portfolio's/Program's or assign to a company-wide PMO (if applicable).
Project Default Settings/ Portfolio Default Settings	These are the details, descriptions and settings of the project/ portfolio at a high level which helps in identifying basic information to effectively manage projects/ portfolios in the system
Project End	It is a list of important actions/ steps to be taken for projects to move to Benefits Tracking phase
Project Kick-Off (Full Kitting)	It is a list of important actions/ steps to be taken for setting up projects in Full Kitting phase
Project Manager	All Project Manager Users within this project. Project managers are leaders of a specific project. They report directly to the Program Managers, Portfolio and / or Stakeholders through weekly and monthly reporting. Project Managers are accountable for the delivery, report status', control scope and effective communication amongst team members.
Project Overview/ Portfolio Overview	A synopsis of key information on the project/ portfolio. This allows users to review and gather pertinent information more efficiently. It is important to keep the overview up to date and relevant for effective communication.
Project Phase	Projects move to different stages in its lifecycle. This is known as project phases. This helps organise and simplify project management efforts.
Project Time Zone/ Portfolio Time Zone	The Time Zone that the Project/ Portfolio's reporting, schedules and all other notification timings will adhere to.
Project Type	The type of project based on what the company wants to create. Several factors can influence the type of project created. Amongst them are the scope, degree of risk, time, cost, level of new technology and degree of details in plans.
Project Work Stream	Workstreams are core areas of activities in your project. Could be a department in your organisation (i.e Operations or Marketing) or an ongoing activity in your project (i.e Testing or Implementation)
Report Data	The Report Data will generate a customised weekly/ monthly/ fortnightly report so that reports can be sent to other projects/ portfolios within the business or cater to particular parts of the project/ portfolio. This provides adequate time for updating (e.g., Actual Period Costs).
Report Notifications	Report Notifications reflect the reporting activities within a project/ portfolio that send out notification emails to respective users. Recipients can be customised to ensure that important and relevant information is received during the duration of the project/ portfolio.
Reporting Schedule	A systematic way of reporting data. Report send dates can be customised according to the day, week, hour and/or minutes.
Reporting Schedule: On	For a Weekly Report, it is the day of the week that the Report is sent. For a Monthly/ Fortnightly Report, the outlined week is the week during which the report will be sent (do note that 1 day of a week will be deemed a full week). The outlined day is the day during which the report will be sent.
Reporting Schedule: Repeats	The time interval between sent reports is indicated here. This cannot be changed because every project/ portfolio requires a Weekly/ Monthly/ Fortnightly report.
Reporting Schedule: Time	The time of the Weekly/ Monthly/ Fortnightly Report allows the reports to be automatically sent at a set time. This corresponds with the Time zone that the Project/ Portfolio adheres to.
Report Templates	The reporting format of modules and reporting sections to be displayed on the generated Reports, for weekly, monthly or customised reports.
Report Templates: Report Title	The Name of the report. The report name should outline the contents of the report and how it is linked to the portfolio.
Report Templates: Template Name	The Report template to be followed. The types include: * Weekly- Reports that provide updates on the previous week * Monthly- Reports that provide an update on the previous month's progress * Custom- Reports required for urgent communication and defined within the Project/ Portfolio Settings page
Role Responsibilities	The different company roles and the corresponding access/permission for each
Stakeholder	All Key Stakeholders Users within this project. Key stakeholders are individuals at the management/leadership level. They have had a direct influence on the project and are accountable for the project's success.
Status and Trend Configuration	Settings for the main modules of the project/ portfolio if Status is to be displayed in the Report or not. Settings for the main modules of the project/ portfolio if Trend is to be displayed only in the module, only in the Report, or both. For the Portfolio Benefits Tracking module, it has its own Configuration Settings whether the Status and/or Trend is to be shown or not.
Weekly Reporting	Weekly project/ portfolio reports are mandatory reports. They provide key members with a comprehensive overview of the current project/ portfolio status. There is a 'notes' section for each project/ portfolio module that needs to be filled (or no details will be provided). The 'notes' will be sent to relevant users automatically at a pre-determined time, set within the Project/ Portfolio settings.

4.0 Default Settings Glossary Print

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