Introduction The Principal Toolbox offers Excel reporting on multiple levels throughout the application. These reports can be set up by using field references and listings. Apart from reporting these Configure the view The first step in setting up the report is to configure the view (listing) which will provide the…
Authorization – the foundation The Fortes Change Cloud has basic user roles in three* types: System administrator: this person is allowed to do everything in the tool. Normal user: this person cannot do anything in the tool until this user is given a specific role (Manager, Reader, Member) in areas…
To use Approval Workflows, the Canvas of a Portfolio item or Project must include the ‘Approval Segment’. This is explained in the article Configuring Approval Workflows. Once this is done, then you as a user can start an Approval workflow by pressing ‘+ ADD’ at this segment. At that point,…
Note: It is only possible to start pre-configured Approval Workflows. These are configured in the ‘Approval Workflows app’. The following 3 steps must be performed before Approval Workflows can be used: Who may configure Approval Workflows Only members specified in the ‘Configuration’ tab can configure Approval Workflows. Manager: these individuals…
As of version 12.1 of the Fortes Change Cloud, it is possible to use Azure AD SCIM to manage and authenticate user in the Fortes Change Cloud. This allows managing the users in the application to be performed entirely outside the Fortes Change Cloud, integrated into Microsoft’s Azure AD services…
This breaks down into two points: The inheritance of rights now works uniformly across the Fortes Change Cloud as follows:For folders, projects and portfolios for which no specific authorization has been set, ALL members of the organizational unit have access according to the authorization set on the organizational unit (manager,…
Accountable hours is an option in the time tracking module, whereby on the weekly statement, insight can be gained into how many hours the respective resource needs to account for. This works by means of booking lines (Capacity type). With the help of an import task these lines can be…
Until now, it was possible to upload all types of files into Fortes Change Cloud. Despite the fact that files in Fortes Change Cloud are only uploaded and downloaded again and cannot be executed in the application, this is undesirable from a security perspective. Therefore, a “blacklist” of file types…
The list segments available in the various canvases in the Fortes Change Cloud now use a new technical component. This also applies to the issue and risk logs in the portfolio app and projects app. The new component works as follows: Add– To add an item, click on the “+…
It was already possible to relate portfolio items and program items to Azure items. It is now also possible to relate planning items to new and existing Azure items in the projects app. First, you link Azure teams to your project. Click on the kebab menu and add one or…
