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The Folder Property page holds all the
key information that outlines the behavior and state of a Folder and User
Folder (see also Folder Overview).
Typically these values are initially set when you create a new Folder
using the Folder Wizard (see also Folder
Wizard). However, for new Folders or User Folders that are
to be created inside other existing Folders or User Folders, the settings
of the parent Folder are used as a default (see also Folder
Overview). However, a Folder's properties can be changed at
any time using the Folder Property page.
To open the Property page, first select
the folder from the Folder View, right click the mouse and select Properties
from the popup menu.
When opening the Folder Property page
for a Folder, a single tab of related settings is shown. When opening
the Folder Property page for a User Folder, two tabs of related settings
are shown.
Details Tab (Folders and User Folders):
| Type: |
Choose from Folder
or User Folder. |
| Status: |
|
| Title |
The name of the Folder/User
Folder. |
| ID: |
Folder ID - a unique 20 alphanumeric character field.
This field is optional. |
| Folder Profile: |
|
| Priority: |
Choose between 5 priority settings.
Very Low, Low, Medium, High or Very High. A visual representation
of a Folders status is displayed on the status bar of the MetriQ
main page. |
| Notes: |
A free form text field. |
Assign Staff Dates and Budget (User
Folders ONLY):
| Staff Assignment Plan: |
The
staff assignment plan lets you assign different roles to each member
of staff. For regular users of MetriQ, this can either be done here
on the property page, when the User Folder is first created (see
Folder Wizard), or left
empty and auto-assigned when the very first icon is run from within
a User Folder (see also Ask
For a Role).
However if you have staff that
have a 'User' status (see also Staff),
and those staff do NOT have 'Can See All' checked (see also Staff),
then you MUST pre-assign staff using the Staff Assignment Plan.
Failing to do this will mean that these 'Users' will not be able
to see any of the Folders that you have created.
In addition to the above, if you
wish to use a budget dollar value to calculate the estimated end
date or conversely, given and estimated start/end date calculate
the budget, you must do so having first allocated staff and roles
using the Staff Assignment Plan.
To use the Staff Assignment Plan,
select the Staff in the right hand panel by checking their associated
check box. Choose the appropriate Role from the drop down menu,
and click the Assign Role button. Repeat assigning different staff
with different roles. Note: each
staff can have only ONE role per User Folder. |
| Use Start/End Dates: |
Elect to use Start and End dates. |
| Start Date: |
The expected
Start Date of the User Folder. |
| End Date: |
The
expected End Date of the User Folder.
Note:
You cannot enter a Start or End date that falls outside of the days
specified by the Folder Profile's (see also Folder
Profiles) settings for Work Days or Holidays created in the
Options page (see also Holiday
Options). |
Time Budget:
(Estimated Time) |
The time a Project Folder is expected
to last for. Use the "Link Dates to Estimated Time" check
box option if you would like End Date to be relative to the Estimated
Time. Note: Estimated time is calculated by knowing the length of
a Work Day (see Folder Profiles)
and the number of days in the working week (see Folder
Profiles). Holidays are excluded from the calculation (see Holiday
Options). |
| Disbursement Budget: |
Estimated disbursement
cost for the lifetime of the folder. |
| Charge-Out Budget: |
Estimated Costs
for the lifetime of the folder. Costs are calculated on the Estimated
time multiplied by the total number of staff billing costs per hour.
So, for 2 staff assigned to folder, one at $10/hour the other at
$20/hour - the total costs will be the estimated time*30. |
| Link Time With Costs: |
When checked,
updating costs will also update estimated time and vice-vera. |
| Folder is Billable: |
When a User Folder
is 'Billable', it can contain timing icons that are BOTH billable
and non-billable. When non-billable, the User Folder can ONLY contain
non-billable timing icons. |
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