Quotas monitor

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

This is for Voxemeter 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