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Quotas monitor

From Catglobe Wiki

<accesscontrol>Main:MyGroup</accesscontrol>

Introduction

Monitor quotas of some projects. Using monitor so that the client can easily take track of current project quotas, to see how it is going. There are 3 kinds of project: by week, by month or none of theme

Tasks

Add a project to quotas monitor (this is for Voxmeter site)

Preparing

  • Project questionnaire resource Id
  • What kinds of project is: Week, Month or Normal.

Adding quotas for project questionnaire

For WEEK:

  • Have one quota: YYYYWW to count target for each week
  • All other quotas should have format: YYYYWW - [Quota name] for each week

For MONTH:

  • Have one quota: YYYYMM to count target for each month
  • All other quotas should have format: YYYYMM - [Quota name] for each month

NORMAL:

  • Have one quota: _GNF to count target of the project

Add a new project to quotas monitor

  • Go to Tools/Reports/Monitor sites/All monitors, search for Quotas Monitor
  • Open Navigation tab of Quota Monitor
  • Right click on the folder want to add project and press Create
  • Input name, choose External in Page link and input this link: javascript:var a="http://"; ig_searchFrames(top, targetFrame).location=virtualAppHost + "ReportModule/DashboardModule/DashboardViewer.aspx?id=3&pqRId=[PQRID]&type=[TYPE]";
    • [PQRID]: Project questionnaire resource Id
    • [TYPE]: Type of project, with Week = 1, Month = 2 and Normal = 3
  • Press Save

Grant access

We need to grant 3 groups:Voxmeter - Consultant - Resource Access, Voxmeter - External Consultant - Resource Access, External Provider access to the new project added to quotas monitor

  • Go to HR/Groups/All Groups, search for those groups
  • For each groups, go to File/Access/Monitor Access, expand Quota Monitor and check for new project node