Start Organizer:

1.In the menu bar, select Organizer > Show Organizer or Ctrl-R. The south panel opens.

 

The South panel

In the south panel, your current tasks are displayed under the Tasks tab:

•Double-click on a task to center the map around the task area, if one has been assigned.

•Select which columns to display via the icon  on the far right of the header row. If you want to show more columns than can fit on the screen, you can check Horizontal scroll.

 

In each tab of the south panel you can:

•Select a row in the list to view more information in the east panel.

•Search using a variety of filters.

•Press Select search criteria to:

ochoose which search criteria are visible in the south panel under Select search criteria.

ochange the order in which the search criteria are displayed in the south panel under Sort search criteria. The setting is saved when you press Apply.

•Each column has a built-in filter function. Right-click on the column header and select the values you want to filter on. You can filter on several columns at once. Note that set filtering disappears when you press the Search button.

 

Limit the number of rows in the search result:

•You can limit the number of rows to be displayed in the search result for the Tasks tab. This will make the start-up of Organizer faster and the data will be presented more quickly.

•Select the maximum number of rows via the drop-down menu on the right of the south panel, or select Show all to display the full result.

 

Work with saved searches:

•Save and reuse searches to avoid setting search criteria and columns each time:

a.Set the search criteria to be included in the search and select which columns to display. If needed, adjust the order of the search criteria and the columns.

b.Press and select Save search.

c.Fill in Name and press Save.

When a search is saved, the current search criteria, the order of the search criteria and column settings are saved. The selected columns and their order are restored together with the search criteria when the saved search is used.
 

•Use a saved or shared search:

a.Press and select a search under My searches or Shared searches to use it. The search runs automatically when selected, and the saved search criteria and column settings are loaded.
 

•Manage saved searches:

a.Press and select Manage saved searches to view and manage both My searches and Shared searches.

▪To rename a search, select the row and press Rename .

▪To delete a search, select the row and press Delete .

•Share a saved search with other users:

a.In Manage saved searches, select a search in the My searches list.

b.Press Create shared search . This creates a separate copy in the Shared searches list that becomes visible to other users.

 

In the Workflow tab, you can search for different workflow items in the Type field. This can be used, for example, to specifically search for workflow items that are part of processes created in WorkflowStudio.

 

The East panel

When a task has been selected in the south panel, the details will be shown in the east panel and several other functions will then be available through different tabs.

 

Monitor the task using the status bar

The status bar above the tabs in the task form in Organizer gives you an overview of delays, the project’s budget status, and pending decisions.

 

Time status is displayed only if the workflow contains planned dates. Budget status is displayed only if the project has budget entries. Pending decisions are displayed only when decisions are awaiting answers.

A started workflow item is considered delayed if it has not been completed and its planned end date has passed. A milestone is also considered delayed if it started after its planned start date. If the workflow has not started, the planned start date of the first item is checked.

 

Open details from the status bar

•Press Delayed to display the affected item in the workflow. If several items are delayed, press Delayed (…) and select an item from the list.

•Press Decisions pending: to display the affected activity or decision point. If several items are affected, select an item from the list.

•Press On budget or Over budget to open the project’s Financial progress tab.

 

Delayed items can still be displayed and opened when the task is closed.

 

Decide which tabs should be visible in the east panel

1.In the east panel, press the icon with three dots .

2.Check the tabs you want to be visible and select Save.

3.In the drop-down menu, check for which task types the tab settings should apply.

4.Press OK.

 

Administration

Under the Organizer menu, there is also Show administration selectable for users with administrator rights.

 

Organizer preferences

1.In the menu bar, select Organizer > Organizer preferences. A dialog opens.

2.In the Basic tab, you can decide how you want the south and east panels to open:

oDocked in the main window

oTogether in a separate window

oSplit into two separate windows

3.To have the workflow visible regardless of which tab of the east panel you have open, check the Pin workflow to task form box.

 

Show or hide the status bar

1.Select Organizer > Organizer preferences. The preferences dialog opens.

2.Select or clear Show subproject status bar in task form under Display settings.

3.Press OK to save the setting.

Set the state filter for Designer

The state filter controls which objects are included in Designer mappings based on the objects’ states. This setting is personal and is used for future mappings.

If a calculation has its own state filter, the calculation’s filter is used instead of your personal setting.

 

Specify which states to include

1. Select Organizer > Organizer Settings. The Organizer Settings dialog box opens.

2. Select the Set state Filter tab.

3. Select the states to include and deselect the states to exclude. If multiple data owners are configured, select states on the respective tabs.

4. Click Apply to save the setting and continue working in the dialog box, or click OK to save and close it. Click Reset if you want to remove your personal settings and revert to the installation’s default values.

Insert text templates with keyboard shortcuts

You can use keyboard shortcuts to insert text templates in any field that supports them.

1.To see which text templates are available, press Ctrl - Space to open a list of available templates.

2.Type the Key of the template in the message field.

3.Press the Enter key. The text template is inserted.