Projector Web is our website based portal. It is used for time entry, expense entry, project workspaces, and managing time. For everything else, you would use the Management Portal. Keep checking back here though, because more and more functionality is bring brought to the web.
Your internet browser must have JavaScript and cookies enabled in order to use Projector Web.
Projector Web is reached by pointing your browser to http://app.projectorpsa.com.
- Web Browser Support — list of fully supported browsers and partially supported browsers for Projector Web.
- Create Engagement Contract and Project Wizard — create clients, engagements, contracts, or projects all from one wizard
- Configure — edit Projector settings
- Management Portal PW — download Management Portal
- ProjectorBI Introduction — create business intelligence dashboards
- ProjectorBI Base Package — learn about the default business intelligence configuration
- ProjectorBI Initial Configuration — configure your installation to use Advanced Analytics
- ProjectorBI Base Performance Dashboards — learn about the default Performance Dashboards in ProjectorBI
- ProjectorBI Compliance and Alerts — measure problematic time and cost cards
- ProjectorBI Financial Overview — view organizational health
- ProjectorBI Operational Overview — view staffing and capacity
- ProjectorBI Portfolio Overview — view project profitability, margin, rate realization, and performance to budget
- ProjectorBI Base Project Workspace Dashboards — learn about the default Project Workspace dashboards in AAM
- ProjectorBI Client Dashboard — let clients view charts about their projects
- ProjectorBI Project Health — provide insight into project performance
- ProjectorBI Project Plan — display Gantt charts in Projector Web
- ProjectorBI Base Home Page Dashboards — learn about the default Home Page dashboards in AAM
- ProjectorBI Company Stats — view company performance
- ProjectorBI Issues — view project issues by status
- ProjectorBI My Stats — view your performance
- ProjectorBI News — view information about your organization
- ProjectorBI Utilization — view your past and predicted performance
- ProjectorBI Base Data Sets — learn about the default reports which feed your ProjectorBI
- ProjectorBI Data Sets — learn the basics of ProjectorBI data sets
- ProjectorBI Google Sheets Connector
- ProjectorBI Import Template Editor — learn how to map and modify data as it is brought intp AAM
- ProjectorBI Projector Connector — learn how to connect ProjectorBI to Projector
- ProjectorBI Salesforce Connector — learn how to connect ProjectorBI to Salesforce
- ProjectorBI Reports — learn how manage your ProjectorBI reports
- ProjectorBI Dashboards — learn how to manage your ProjectorBI dashboards
- ProjectorBI Design Patterns — learn how ProjectorBI visualizations display data
- ProjectorBI Formulas — write indicator formulas and import template transformation scripts
- ProjectorBI Glossary — map Projector concepts to ProjectorBI concepts
- ProjectorBI Import Export — import and export dashboards, reports, and data sets
- ProjectorBI Share Dashboards and Reports — how to share your AAM dashboards and reports to home pages, workspaces, and the performance dashboards topic
- ProjectorBI Publish to My Home Page — publish ProjectorBI dashboards to user home pages
- ProjectorBI Publish to Performance Dashboards
- ProjectorBI Publish to Project Workspace
- ProjectorBI Base Package — learn about the default business intelligence configuration
- Plan — display metrics about your engagements, contracts, and projects
- Clients — create and manage clients that you do business with
- Engagements — view metadata about engagements, budget performance, and defined KPIs
- Engagement - Summary — view high level information about an engagement
- Engagement - Setup — configure an engagement
- Engagement - Setup Engagement — set engagement name, cost center, type, stage, and manager
- Engagement - Billing — set client billing address and invoice defaults
- Engagement - Invoice Distribution — configure email options for invoices
- Engagement - User Defined Fields — set user defined fields for engagement
- Engagement - Performance Analysis
- Engagement - Budgets — define engagement time budget and engagement cost budget
- Engagement - Invoicing Summary
- Contract Line Items — view metadata about projects, budget performance, and define KPIs
- Contract Line Item - Summary
- Contract Line Item - Setup — configure your contract line item
- Contract Line Item - Setup Contract Line Item — set contract name, code, and purchase order number
- Contract Line Item - Contract Terms — set contract terms on a contract line item
- Contract Line Item - Milestones — create billing milestones for this contract
- Contract Line Item - Performance Analysis
- Contract Line Item - Invoicing Summary — view invoices associated with projects under a contract line item
- Projects — view metadata about projects, budget performance, and define KPIs
- Project - Summary — view high level engagement, contract, and project information
- Project - Setup — configure your project
- Project - Setup Project — configure name, managers, stage, and misc
- Project - Workflows — configure time rules, cost rules, scheduling, and project management features
- Project - Rates — set standard rate card, discounts, and rate types for this project
- Project - Task Types — specify the tasks on a project and how they map to rates
- Project - Accounting — map profit and loss to specific cost centers
- Project - Workspace — manage settings and access to web based project management tools
- Project - Dashboards — configure third party tools to embed content in a project workspace
- Project - User Defined Fields — set UDF values
- Project - Roles — create, delete, and edit roles on a project
- Project - Schedule — review requested hours, booked hours, and resource schedules
- Project - Performance Analysis — view KPIs, budget information, and more about a project
- Project - Budgets
- Project - Invoicing Summary — show project-level invoices
- Project - Notes — view project and role notes
- Project - Project Workspaces
- Project - View Dashboard
- Roles — find and edit roles
- Role - Summary — view and edit high level role information
- Role - Resource Assignment — set the candidates, requested resource, and scheduled resource for a role
- Role - Schedule
- Role - Rates — set billing rate, RDC rate, and rate transfers for a role
- Role - User Defined Fields — view and edit user defined fields on a role
- Role - Notes — view role notes
- Role - History — view historical changes in requested hours, booked hours, and assigned resources
- Resources — view resources in your organization, metadata about them, and scheduling information
- Deliver — view your schedule, enter time, enter expenses, and manage projects
- My Home Page — see an overview of all your assignments, time, expenses, utilization, and more
- Time Entry — enter time against a project
- Time Card Import — import time cards from CSV files, JIRA, and Zendesk
- Expense Reporting — a summary of the expense areas
- List of Expense Reports — shows all of your current and past expense reports
- Expense Entry — enter expenses against a project
- Expense Import — import cost cards from other systems in csv, qfx, and other formats
- Project Workspaces — provides an online area to facilitate collaboration within delivery teams
- Workspace Home — shows general information about a project
- Workspace Issues — assign and track project-level tickets
- Workspace Documents — track project documents
- Workspace Invoices — a portal for your clients to view their invoices, invoice history, and project messages
- Workspace Dashboards — view advanced analytics dashboards on a per project basis
- Issues — find project workspace issues
- Time Off — configure time off, submit requests, and approve requests
- My Profile — manage your skills, contact information, and notification settings
- Manage — manage time cards, cost cards, and invoices
- Time Cards — find time cards, approve them, reject them, make adjustments, and much more
- Find Time — learn how to find time cards
- Time Approvals — learn how to approve time from Projector Web
- Time Adjustments — make changes to time cards
- Cost Cards — find cost cards, approve them, reject them, make adjustments, and much more
- Find Cost — learn how to find cost cards
- Cost Approvals — learn how to approve cost from Projector Web
- Cost Adjustments — make changes to time cards
- Financial Details Solve Order Configuration
- Expense Documents — group of expenses for a single resource, vendor, subcontractor, or soft costs
- Expense Reports — resources track their company expenses for reimbursement and invoicing
- Soft Costs — a versatile tool for tracking expenses when other types don't apply
- Subcontractor Invoices — bill time for your subcontractors
- Vendor Invoices — track invoices submitted to you from your vendors
- Payment Vouchers — manage payment vouchers
- Vendor Reconciliation — reconcile outstanding payment requests with unapproved expenses
- Invoices — search for invoices and view invoice metadata
- Scheduled Time Off — view time off requests and their approval status
- Time Cards — find time cards, approve them, reject them, make adjustments, and much more
- Measure — view performance dashboards
- Performance Dashboards — view performance dashboards
- Reports PW — your starting point for creating, editing, running, and viewing reports
- Learn — access to Projector learning resources
- e3 Program — become part of the Projector learning community
- Documentation — Here!
- Flex Search and Smart Grid — Projector Web's search UI and results UI
- Flex Search - More data was retrieved than can be displayed — learn how to reduce the size of your query results
- Flex Search - No Results — what to do when you can't find what you are looking for
- Flex Search - Too Many Results — what to do when there are too many search resutls
- Save Favorite and Share Projector Web Searches — save, favorite, and share searches
Topics
Once logged into Projector Web, the Topics bar allows you to jump to different functional areas of Projector. Click on 
to view them all. Then choose the area you want to visit.
Personal
These are areas of Projector Web that are tied to yourself and your projects.
Area | Description |
|---|---|
The dashboard provides a high level view of your personal Projector account. Quickly access timesheets or expense reports requiring attention, view year-to-date time off, your schedule, and important announcements. | |
Where you enter expenses against a project | |
Where you enter time against a project | |
Workspaces let you see your team members, coordinate and prioritize issues related to project delivery, share documents, and view invoicing data |
Manage
These are areas of Projector that allow you to manage specific areas.
| Area | Description |
|---|---|
| Time | The time management area is where you are allowed to search for time cards. This area is accessible to all resources and any administrators who can browse projects, browse time, or approve time. Users with sufficient permissions can also approve, adjust, reject, and do more with time cards. |
More
Additional Resources.
Area | Description |
|---|---|
This is our legacy time, expense, and project workspaces area. Most people will never see this option. Clients who have not yet migrated to Projector Web can click here to access the 'old' way of doing things. | |
Where Projector administrative functions are typically performed. Click the link to launch or download the installer. Once installed, you can open Projector using your Start Menu. |
Favorites
The favorites menu is where you access items you have marked as important to you. The favorites menu contains two sections, Time Management and Workspaces. The time management area contains your favorite time searches. The workspaces area contains your favorite workspaces, sorted by client.
To manage your favorites, visit the appropriate area, Time Cards or Project Workspaces, and tick or untick the yellow stars.
Change Password
Click on change password in the top right.
Use the following dialog to update your password. If you use Projector's management portal then changing your password here will also change it there.
Overview
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