- % -

% allocation for each task

% Complete Roll up

- “ -

“Show Simple Series

- 1 -

1-Way sync of Rich Text Fields

- 2 -

2-Way sync of Rich Text Fields

- A -

About ManagePro

access FTP sites directly

Accessing Dashboards

Action Step (arrow icon)

Active Directory

Actual

Actual Hours Per User.

Add

Add a New Status Value

Add a new view

add pictures

add records in two ways

Adding and Editing To-Do's

Adding Business Groups

Adding Customized Fields to a View

Adding Feedback & Recognition

Adding Goals vs. Action Steps vs. Tasks

Adding Meetings

Adding Notes

Adding records using the right-click menu option

adds the record to your Favorites list

Adjust Tree Dates

IconMulti-Edit Overview
IconMulti-Edit Overview > Push Repetitive Processes into the Future

Adjusting Column Widths

Admin

AdminEdit

Administrator Rights

IconGetting Started - Administrator Rights
IconAdding New Users

Administrator Rights Database Administrator

Admin-Only access to utilities menu

Alert preferences on or off

Alerts for Todos and Events

allocation across time and projects

Allocation Loading

Allocation Loading by Hour

Analysis View

analytics

IconAnalytics Overview
IconNew Feature v11 - The "Lead Who" Field

Analytics Overview

and events

Append

append comments

arrow icon

Arrows

Ascending Order

Assigned users

IconMulti-Edit Overview > Multi-Edit Who
IconAssignment of People, Meetings and Business Groups
IconUpload Database to PST

Assigned users Assinging People to Multiple Records

IconMulti-Edit Overview > Multi-Edit Who
IconAssignment of People, Meetings and Business Groups

Assigning Business Groups to Records

Assigning Field Mapping Occurs

Assigning Meetings

Assigning People

Assigning People to Business Groups as Members

Assigning People to Meetings

Assigning People Visibility to One or More Business Groups

Assinging All Users

Attaching a document from SharePoint

Audit Trail

Auto email on Save - Goals

Auto-Indent/Demote

Automated Pull Data from Excel

Automatic backups

automatic numbering system

Automatic Status Configuration

Average

- B -

Backup a Database

Backup Preferences

Baseline Value

basic creation of calculated fields

Behind

Beta

blank screen

blue box with red stripe

blue check mark

Blue Triangle

IconGantt Chart View
IconRoll ups and Over-rides

Borderline Performance

breadcrumb

Build

Building or Adding

Building or Adding to a dashboard

bullseye icon

Business Group Filter

Business Groups

Business Name

- C -

Calculated Fields

calculation variables

calculations

Calendar

Calendar Preference

Calendar Preferences

Calendar Right-click Menu Options

Capacity Planning Toggle Icon

change a Goal or objective with a bullseye icon

change the color preferences for resources allocated

change the Decimal Place for Numeric Number and or Percent Fields

Change the Default time for Todos

change the language from English format

change the record icon

Change the related goal record linked to a Todo

Changing a Goal Type

Changing authorship in MP

changing the keyboard language

Changing Width

Chart Configuration

Chart Options

Chart Options”

Charting capabilities in ManagePro

check mark icon

check mark icon)

clear search history

click on any column header to sort

click the tabs you want displayed

Clone

Close

Collapse

columns

Comma Separated Variable

Comment Template

Comments

Common Date

Common List

Common Number and Common Text fields

company or business holidays

configure chart Appearance

Configure the Existing View

Configure the layout of related data options

Configure the layout of the current view

Configuring Custom Fields in the Details Window

Configuring Feedback & Recognition

Configuring Flat List Views

configuring or removing the private checkbox

Control-F

Control-S

Copy & Paste Records

Copy Goal(s)

Copying and Pasting Related Data

Copying and Pasting related data items

Copying and Pasting Resource Allocation Information

Create a child item

IconAuto-Indent
IconGoal Type - Records

create a new report

create a template

Create Item

Create Item right-click menu option

Create New ManagePro Database

Create SQL Backup

Create Tabbed Group

create the same process over again for the next period?

Create working time

Creating a Graphic Output

Creator

IconCreator
IconEvents

Creator option

Critical

CSV

Currency

Custom Reports

Custom tabs within the Details View

Customize

Customize Fields

Customize Fields Adding Customized Fields

Customized Fields

Cut Goals (s)

- D -

database

Date-Based Fields

Decimal Places for Numeric Fields

Default

Default Administrator

default time for Todo due dates

Delete & Undelete

Delete a Business Group

Delete Choice Item prompt

Delete Link

Delete Users

Demote

Demote sub-goal

Descending order

Designate fields as Read-Only/Freeze or Lock Fields

Designating Records As

Disable Automatic Backups

Disable Check for Updates

Disable Password

Display Color Globe

Display Date Range

Display Options

Display the Color Globes

Display Times for Goals

dock the WatchList

Docking

Docking Control

Document Management Mechanics in the Plus vs. Smart Version

Done

Drag and Drop

Drag and Drop directly onto the Mpro Calendar and create a Todo or Event

Drag and Drop Email into Calendar and User Data/Lists

drag and drop goals from one section of the tree to another

drag the WatchList Title

Drop Data Items Here

Drop Row Field Here

dual monitor to single monitor

Due Date

Due Date and

Due Manual

Duration

- E -

Earned Value

Edit Details

edit recurring events

Editing

Editing single events

Editing Terminology

Editor

Ellipsis

Email

IconEmail Ins and Outs
IconNew Feature v11 - Recording Outbound Email

Email directly from the calendar

Email Sending Email

Email Support

emailing of MPro records

Employee ID

enable “Common” values from related records to

Enable Automatic Backups

Enable Email Notifications

enable or disable the WatchList

Enable or Disable User Password

enable Outlook Synchronization

encryption

Enhanced Security Option

Enterprise

equations

Establishing Work Schedule and Global Holidays

Event or Progress Update

event series

Events

IconCreating & Editing Recurring Events in ManagePro
IconEvents
IconRelated Goal

Events Display Date Range

Excel

existing databases

Expand

Export

Expression

IconCalculated Fields - Expression
IconNew Feature v11 - Expression (Excel) Functions for Date-Based Fields

- F -

Favorites

Feedback and Recognition

Field

Field 2 Over-ride

Field Additions

Field List

Field Mapping

Fields

IconCalculated Fields
IconNew Feature v11 - Expression (Excel) Functions for Date-Based Fields

File Transfer Protocol

Find & Search

Find All Words

Find Any Words

Find Exact match

Fixed Columns

Flat List Views

forget your password

format of User Defined Number fields

frozen or locked

FTP

Full precision

Functions

- G -

Gantt chart print options support plotters and large paper size

General Preferences

Global Field Customization

goal

Goal fields.

Goal Status

Goal Status Configuration

Goal Status Logic

Goal Type

Goals

Goals Moving Goals

graphical chart

GroupWise Synchronization

guaranteed unique ID

GUID field is supported in the export/import process

- H -

Heading

Hide Done Items

IconRight-click Menu Options, Todos and Events
IconTodos & Tasks

Hide or Show Done Items

Hide Time Displayed on Todos

High Performance

history of every change made to any of the fields

Hours Per User

Hours Required

How do I tell what version

How to Change

Hyperlinks

- I -

I have records but can't see them

Icon

Icon Calendar Tabs

Icon GAPR Tabs

Icon Goal Icons

Icon Tabs

If the Set Working time is not active

Ignore Checkbox

Import

Import Picklist Values

Import Reports

Import Timecard Entries

IconImport Timecard Entries, Main Workspace
IconImport Timecard Entries, Timecard Tab

Include Progress Update Results Chart

Individual Task Resourcing

initial database imports

In-Place

In-Place In Place Editing

In-Place Type Directly Into Field

Insert Graphics

Insert Picture

Insert TimeStamp

Inserting Graphics

Integration with SharePoint Preferences

Internal Usage

Is Today

Issues

- K -

Keyboard Commands

Keyboard Commands Keyboard Shortcuts

Keyboard Commands Shortcuts

Knowledge Base

Known Limitations

- L -

Last Progress Update Options

Last Progress Update Options Filter by Progress Category

Last Progress Update Options Print Progress Updates as Column

Layout Tree tab

Lead

Lead Person

Lead Person Filter

Lead Who

Link

link or associate Todos

Linking Goal Dependencies

Linking Records

Location

Lock out

Locks

Locks & Access Rights

Login ID

Logo

IconAdding Company Logo
IconNew Feature v11 - Business Name & Logo

Long Text Fields

IconInserting Graphics, Long Text Fields
IconLong Text Fields

Low Performance

- M -

Main Workspace

IconImport Timecard Entries, Main Workspace
IconHow to Configure the Main Workspace
IconNew Feature v11 - Two Main Workspace Multi-Edit Options

Main Workspace Side-tabs

Main Workspace View

Make an Outlook appointment or meeting private

Manage Filter Conditions

Manage Filters

Manage Filters Filter Criteria

ManagePro Goal Deletion Options

ManagePro integrates with MS Outlook

ManagePro Synchronization Business Rules

ManagePro Text Editor

manual

manual checkbox

Map View

Map View Side-tabs

Mark Selected Items NOT Private

Mark Selected Items Private

Marking Documents as Private

mathematical operation

Measurement Basis

IconMeasurement Basis
IconRecord Details

Meeting Access Dialog

Meeting Agenda

Meeting Filter

Meetings

Meetings and Business Groups

menu bar layout

message

Microsoft Exchange 2003 environment

Modify existing Users

Modifying the color of the globes

move columns

Moving window panes/views horizontally or vertically

Moving windows horizontally or vertically

MP8 Overview

Mpro Records/Goals in the Main Workspace

MPro User Access Administrator

MPro-Link

MProLink Synchronization

Multi-Edit

IconNew Feature v11 - People & Meetings Multi-Edit
IconNew Feature v11 - Two Main Workspace Multi-Edit Options

Multi-edit Adjust Tree Dates

Multi-edit Creator

Multi-Edit Options

Multi-edit Picklists

Multi-edit Record Type

Multi-edit Score Configuration

Multi-edit Who

multiple

Mutli-Pick List

- N -

Navigating the Workspace

New Database

New Feature

IconNew Feature v11 - Business Name & Logo
IconNew Feature v11 - Customize From Simple to Complete
IconNew Feature v11 - Hyperlinks
IconNew Feature v11 - Portal
IconNew Feature v11 - New Progress Update Tools
IconNew Feature v11 - New Text Editor
IconNew Feature v11 - Related Goal Link
IconNew Feature v11 - MPro and Outlook Sync Prompts
IconNew Feature v11 - Templates
IconNew Feature v11 - People & Meetings Multi-Edit
IconNew Feature v11 - Two Main Workspace Multi-Edit Options
IconNew Feature v11 - The "Lead Who" Field
IconNew Feature v11 - Record Type Options & Terminology Editor Update
IconNew Feature v11 - Expression (Excel) Functions for Date-Based Fields
IconNew Feature v11 - Recording Outbound Email

Next and Previous Tip buttons

Not Started

Notes

Notifications

Number

- O -

On Hold

On Track

Open Database

Options

IconNew Feature v11 - Two Main Workspace Multi-Edit Options
IconNew Feature v11 - Record Type Options & Terminology Editor Update

or Progress Updates to existing records in the database

orange triangle

Order Custom Reports

Outbound Email

Outlook

Outlook Sychronization

Over-Ride

Overview and Configuration

- P -

Pad Locks

Passwords

Past Goal (s)

People & Meetings

IconPeople & Meetings
IconNew Feature v11 - People & Meetings Multi-Edit

Percent Complete

Percentage

Percentage of Total

Performance and Internal Usage Metrics Wizard

Performance Metrics

Performance Review

Performance Review Checkbox

Performance Wizard

IconPerformance and Internal Usage Metrics Wizard
IconScorecard Performance Metrics Production

Personal

Personal Performance

Picklist fields are editable

Pinned on Top

Pinning

Pivot Grid

pivot table

IconAnalytics Overview
IconBuilding or Adding a Pivot Table

Plain Text Format

populate in your Todos

Portal

Portfolio Management Dashboard

Post Comments

Precautions

prevent duplicate records

Print Current Selection

Print Current View

Print Outline

Print Preview

Print Reports

Print the ManagePro Help File

print the timecard

Printing Feedback & Recognition

Priority

Private

IconPrivate, configuring or removing the private checkbox
IconPrivate, Designating Records As

Private Calendar Items

Private setting

Process WatchList when ManagePro starts

Production

Program Button

Progress and Todos

Progress Update

Progress Update column width

Progress Update Tools

progress updates

Project and any ODBC compliant database

project standard dependencies

Promote

Prompts

Push Repetitive Processes into the Future

- Q -

Quick Access Toolbar

quick report configuration layout options

Quick Report layout of related data options

Quick Reports

IconFit to Page
IconQuick Reports

Quick Reports Fit to Page

IconFit to Page
IconQuick Reports

- R -

Record

record id

Record Selection Box

Record Type

IconGoal Type - Records
IconNew Feature v11 - Record Type Options & Terminology Editor Update

Recording

records assigned to the selected user

recurrence details

Recurring events

IconCreating & Editing Recurring Events in ManagePro
IconSync to Outlook Business Rules

Red Lock

Refresh

refresh the WatchList

Related Goal

IconEvents
IconRelated Goal
IconNew Feature v11 - Related Goal Link

Remember Window Option

Remember Window Position

Remove

Remove an item form your favorites list

remove the Private flag

remove the Private setting

Replace

Report designer

Report Gallery

Requirements

Reset

Reset Sort Order

Reset Window Layout

Resetting tips

Resource Allocation Display Options

Resource Allocation Overview

Restore SQL Backup

Results

Results History

Review

ReviewWriter

Ribbon

Ribbon Menu

Rich Text Format (RTF)

right-click Display Date Range Option for Progress Updates

right-click Display Date Range Option for Todos

Right-Click Menu Options

Risk

Risk Manual

Roll ups and Over-rides

- S -

Save As options

Save Mapping

Save Password

Save Sort Order

save the sort order

Schedule Automatic Backups

Score Configuration option

Scorecard Side-tabs

Scorecard View

Scoring

Search

search for all text fields

search for documents

Search History

Searching All Records

Select a List to Edit

Select how long the WatchList History is kept

Select Layout

Selected User

Send database to PST

send email directly from MPro

Sending Text Messages in ManagePro

Set Date Range

set the

Set Working Time function is disabled until working timerecords created.

Setting up Feedback & Recognition

Setting your Language format and Keyboard Language

Set-up ManagePro SharePoint Preferences

Sharepoint

Show Chart

Show Done Items

Show Due Goals

IconCalendar
IconCalendar Preferences

Show Events

IconCalendar
IconCalendar Preferences

Show Field List

IconAnalytics Overview
IconBuilding or Adding a Pivot Table

Show Goal Calendar Items

Show in Calendar

IconCalendar
IconRight-click Menu Options

Show or Hide % Complete

Show or Hide Critical Path only

Show or Hide multiple critical paths

Show or Hide Original Due

Show or Hide Parent Roll-up(s)

Show or Hide Progress Updates

Show or Hide User Allocation

Show simple series

Show Tips

Show Todos

IconCalendar
IconCalendar Preferences

Sorting

Sorting columns in the Who Dialog

specifying the number of significant digits

Start and Due Dates

start and end times in your calendar

Start manual

Status

IconGoal Status
IconRecord Details

Status Manual

Strategic Plan Initiative

Strategic Plan/Alignment

Strategic Scorecard Map

sub-goal weighted average

successive tasks

Summary format

Support Forum

Sync

Sync Priority

Synchronization

synchronization reminder

Synchronization Tab

- T -

Tab Configuration

Tabs

Target

Tasks in ManagePro

Templates

Terminology

IconTerminology
IconNew Feature v11 - Record Type Options & Terminology Editor Update

text

Text Editor

Text Messages

texting

The ability to view the number of hours a person is assigned to each project

the Configure button enables customization of fields displayed in the email editor

The Favorites button

The WatchList Start Date

Thumbnail View

Time Card

Time Report options

Time Report Tab

Timecard CSV file

Timecard Entries in the People and Meetings View

Timecard Entry Options

Timecard Statistics fields

Timecard Tab

Timecards

Timeline Creation Mode

Timeline Enter Link Creation Mode

Timeline Linking Records

Timeline Print View

Timeline Show or Hide Parent Roll-up

Timeline Side-tabs

Timeline Toolbar

Timeline View

Timeline Zoom In and Out

Title

IconEvents
IconRecord Details

To remove the Private setting

Todo

Todo Common Values

Todo Multi-Edit

Todos

IconEmail Ins and Outs
IconTodos & Tasks

Toolbar Icons

Total Hours

Total Hours on Timecards

Trend Definition

Turn off the Remember Window Position

Tutorials

Tutorials Getting Started

Type

- U -

Unable to locate this item in the current view

Undelete

Undocking

Undocking and re-docking

Unique ID Field

Unpinning

Unpinning and re-pinning

Update

Update all connections when ManagePro starts

update values from a picklist

Updates the score criteria for multiple records at once

Upload Database to PST

Upload Database to PST backup database and send to PST

Upload Image

User and Password

User Data window is a great place to start

user defined calculation

User Edit

User Text 1 thru User Text 5

User Text Field Formats

User-defined Fields

UserEdit

Using Report Designer

- V -

v11

IconNew Feature v11 - Business Name & Logo
IconNew Feature v11 - Customize From Simple to Complete
IconNew Feature v11 - Hyperlinks
IconNew Feature v11 - Portal
IconNew Feature v11 - New Progress Update Tools
IconNew Feature v11 - New Text Editor
IconNew Feature v11 - Related Goal Link
IconNew Feature v11 - MPro and Outlook Sync Prompts
IconNew Feature v11 - Templates
IconNew Feature v11 - People & Meetings Multi-Edit
IconNew Feature v11 - Two Main Workspace Multi-Edit Options
IconNew Feature v11 - The "Lead Who" Field
IconNew Feature v11 - Record Type Options & Terminology Editor Update
IconNew Feature v11 - Expression (Excel) Functions for Date-Based Fields
IconNew Feature v11 - Recording Outbound Email

view an existing timecard entry

View Audit

View Configuration

IconImport CSV
IconCustomizing Views & Record Details Using View Configuration

View is Agenda

View is Flat List

View is Strategic Alignment

IconOther View Options & Fixed Columns
IconView Strategic Alignment

View Options

Views

IconAnalytics Overview
IconGantt Chart View
IconGantt Chart Toolbar
IconGantt View Side-tabs
IconGantt Chart Linking Records
IconGantt Chart Zoom In and Out
IconGantt Chart Print View
IconMain Workspace View
IconMain Workspace View Side-tabs
IconMap View Side-tabs
IconScorecard View
IconScorecard View Side-tabs

- W -

Watchlist

Watchlist Email Notifications

WatchList Overview

WatchList Quick Steps

WatchList Title bar

Web Archive

Weight

What's New

When is something a Task or a Todo

Where is my data

where is my database located

Who

IconAssigning Business Groups to Records
IconAssignment of People, Meetings and Business Groups
IconWho, Assigning All Users
IconWho, Assigning Meetings
IconWho, Assigning People
IconWho, Assigning People to Meetings

Who option

Window Layout

Working with Field Mapping between ManagePro and Outlook - Todos

Working with MPro Database Templates

Working with Outlook Email Formats

Working With Pre-defined and User Defined Field Formatting

Working with the Duration Field along with Start and Due Dates

Workspace Tab Configuration

- Y -

Yellow Lock