Projects” Page and Functionality “My 5.1 Projects” Page “My The Projects” page is where you can view your current and completed “My projects. This page is a list of the projects that you have requested and provides a summary of each project/form. When you click on the project name hyperlink, it will take you to a more detailed view of your project request. 5.2 Contacting your Analyst There are numerous ways to communicate with the Analyst through the system. Note the icons beside the name of your Analyst for and in the “Chat” “Email” screenshot below. By choosing the with your Analyst, an IM (Lync instant message) window “Chat” will open on that individual’s desktop. This is a great way to communicate when you have a quick question or additions to your product. If a business decision is made, the Analyst will document the conversation in the section of the “Notes” project page 5.3 Notes You can add project related notes to your project by entering them into the field and clicking note”. When you enter a note, the Analyst responsible for your “Add project will also be able to view this entry. 5.4 Project Files The files that pertain to the project (including the ones that you uploaded in the original request) are shown at the bottom of the project summary screen and can
“My Projects” Page and Functionality 5.1 “My Projects” Page The “My Projects” page is where you can view your current and completed projects. This page is a list of the projects that you have requested and provides a summary of each project/form. When you click on the project name hyperlink, it will take you to a more detailed view of your project request. 5.2 Contacting your Analyst There are numerous ways to communicate with the Analyst through the system. Note the icons beside the name of your Analyst for “Chat” and “Email” in the screenshot below. By choosing the “Chat” with your Analyst, an IM (Lync instant message) window will open on that individual’s desktop. This is a great way to communicate when you have a quick question or additions to your product. If a business decision is made, the Analyst will document the conversation in the “Notes” section of the project page 5.3 Notes You can add project related notes to your project by entering them into the field and clicking “Add note”. When you enter a note, the Analyst responsible for your project will also be able to view this entry. 5.4 Project Files The files that pertain to the project (including the ones that you uploaded in the original request) are shown at the bottom of the project summary screen and can
CRM_Client_Manual_Final.docx