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Environmental Chemical Corporation Project Management Portal REFERENCE MANUAL This manual was last updated on May 19, 2003 © Copyright 2003 Environmental Chemical Corporation, All Rights Reserved

Environmental Chemical Corporation Project … Project Management Portal Basics 1-1 1 ECC PROJECT MANAGEMENT PORTAL Introduction Environmental Chemical Corporation (ECC) has created

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Page 1: Environmental Chemical Corporation Project … Project Management Portal Basics 1-1 1 ECC PROJECT MANAGEMENT PORTAL Introduction Environmental Chemical Corporation (ECC) has created

Environmental Chemical CorporationProject Management Portal

REFERENCE MANUAL

This manual was last updated on May 19, 2003

© Copyright 2003 Environmental Chemical Corporation, All Rights Reserved

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Table of Contents

i

1 ECC PROJECT MANAGEMENT PORTAL……………………….…………………..…1-1Introduction……………………………………………………………………………………………..1-1Internet Browser Recommendations…………………………………………………………………..1-1Terminology……………………………………………………………………………………………..1-1The Work Environment………………………………….……………………………………………..1-1

ECC’s Project Portal…..…….…………………………………………………………………1-2How to Obtain Software Support……………………………………………………………………...1-3

Project Portal Site Map…..…………………………………………………………………..…1-3Project Portal Support…….…………………………………………………………………..…1-3

Telephone Support……………….…………………………………………………….1-4E-mail Questions……………………………………………………………………….1-4Fax……………………………………………………………………………………..1-4

2 GETTING STARTED………..………………………………………………………..…….2-1Introduction……………………………………………………………………………………………...2-1Project Portal Login…………………………………………………………………………….……….2-1

Login Helpful Links…………………….………………………………………………………..2-3Forgot Password………………………………………………..….…………………...2-3Questions………….………..…………………………………..….…………………...2-5Contact………..…..………..…………………………………..….…………………...2-6

Site Layout………………………………………………………………………………………………..2-7Site Home……………………………....………………………………………………………..2-7

Contract Home……………..…………………………………..….…………………...2-8Task Orders Summary Page……..……………………………..….…………………...2-9 Task Orders Subdirectories……….………………………………………………...2-9 Task Orders Directory Navigation – Files/Page…………………………………..2-10 Task Orders Directory Navigation – Ascending/Descending File Sort Order…… 2-11 Task Orders Directory Navigation – Category…..………………………………..2-11 Task Order – Uploading a File…..………………………………………………..2-12 Task Order – Downloading a File………………………..………………………..2-15 Task Order – Edit/Delete Files…………………………..………………………..2-15 Task Order – Modifying Categories……………………..………………………..2-17Contract Info………………………………………………..….……………………..2-19Contacts …………..…….…………………………………..….……………………..2-19Contract Admin Menu…..…………………………………..….……………………..2-21 Contract Admin Menu – Show User List………………..………………………..2-22 Contract Admin Menu – Show User Access List………..………………………..2-26 Contract Admin Menu – Show Visitor Statistics………..………………….……..2-27 Contract Admin Menu – Show Contact List…………....………………….……..2-29

Questions……………………..……….………………………………………………………..2-31My Profile…..….……………..……….………………………………………………………..2-31Webmaster….….……………..……….………………………………………………………..2-32Logout………….……………..……….………………………………………………………..2-33ECCONET (ECC Employees Only)……………..….…………………………………………..2-33

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ECC Project Management Portal Basics 1-1

1 ECC PROJECT MANAGEMENT PORTAL

IntroductionEnvironmental Chemical Corporation (ECC) has created a field-tested and proven internet drivensoftware package, the ECC Project Management Portal Site to track and monitor projectcorrespondence.

The following sections are discussed in this chapter:

Internet Browser RecommendationsTerminologyThe Work EnvironmentHow to Obtain Project Portal Support

Internet Browser Recommendations Before you can use the ECC Project Management Portal Site, your computer must run

Windows 95, Windows 98, Windows NT, Windows 2000, or Windows XP. In order toaccess the project portal, Microsoft Internet Explorer (Version 5 or higher) or NetscapeNavigator (Version 5 or higher) must be installed on your computer. Browsers must have 128bit SSL encryption in order to access the project portal. The project portal uses java scriptplug-ins to navigate through the site which requires updated internet browsers.

TerminologyThe following terms are used throughout this reference manual and you should try to become familiarwith these terms so concepts are easier to understand.

TERM DEFINITION

Choose Use the mouse to choose a command.

Click Press the left mouse button.

Double-click Press the left mouse button twice, in quick succession.

Enter Either type or click a selection.

Point Move the mouse until the pointer rests on an item.

Select To highlight an item.

Type Keyboard entry for information to appear on screen.

The Work EnvironmentFigure 1.1 on page 1-2 illustrates the basic elements of the project portal. The table following thefigure describes each element in the window. Several elements are similar to other Windowsapplications.

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ECC Project Management Portal Basics 1-2

ECC’s Project Portal

Figure 1.1

TERM DEFINITION

Title Bar Displays the name of the website (Welcome to The ECCProject Portal Site) and the name of the internet browser(Microsoft Internet Explorer).

Menu Bar Displays the available menus. Each menu provides a drop-down list of commands.

Toolbar Provides icons you can quickly click using the mouse toperform various commands.

Close Button Quits Microsoft Internet Explorer and the project portal.

Restore Button Restores the program to its previous size.

Minimize Button Minimizes the Microsoft Internet Explorer window to anicon.

Minimize Button

Restore Button

Close Button

Toolbar

Menu Bar

Title Bar

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ECC Project Management Portal Basics 1-3

How to Obtain Project Portal Support

Project Portal Site MapThe flowchart below will help the user navigate through the project portal. If you have any questionson a particular section of the project portal, find the box in the flowchart to get the page in the manualwhere more information can be obtained. For example, for more information on Task OrdersSummary Page, see page 2-9.

Project Portal SupportThe ECC Project Portal has this reference manual that can assist you in using the software. However,if you encounter a problem or have a question that you cannot solve with the provided manual, ECC’sProject Portal support staff can answer your questions and help you execute the best project portalmaintenance possible.

Project Portal(See Page 2-1)

Questions(See Page 2-5)

Contact(See Page 2-6)

Forgot Password(See Page 2-3)

Login(See Page 2-1)

Site Home(See Page 2-7)

My Profile(See Page 2-31)

Webmaster(See Page 2-32)

Logout(See Page 2-33)

Questions(See Page 2-31)

ECCONET(See Page 2-33)

Task OrdersSummary Page(See Page 2-9)

Contract Home(See Page 2-8)

Contract AdminMenu

(See Page 2-21)

Contract Info(See Page 2-19)

Contacts(See Page 2-19)

Subdirectories(See Page 2-9)

Show User List(See Page 2-22)

Show VisitorStatistics

(See Page 2-27)

Show Contact List(See Page 2-29)

Show User AccessList

(See Page 2-26)

Upload Files(See Page 2-12)

Download Files(See Page 2-15)

Modify Categories(See Page 2-17)

Edit/Delete Files(See Page 2-15)

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ECC Project Management Portal Basics 1-4

Telephone Support

(650) 347-1555 Telephone

(650) 207-1492 Mobile

You can contact the ECC Project Portal Support by telephone between 8:00 A.M. and 5:00 P.M.(Pacific Time), Monday through Friday or by mobile during non-business hours. The ECC ProjectPortal representative is Hiroto Yamada. When you call, please make sure you are at your computerand can provide the following information:

Exact wording of any messages presently on your screen.

What you were doing when the problem occurred.

How you have tried to solve the problem.

E-mail Questions

[email protected]

Fax

(650) 347-5479

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Getting Started 2-1

2 GETTING STARTED

IntroductionThis chapter introduces you to the standard features in the ECC Project Management Portal. Thefollowing sections are discussed:

Project Portal LoginSite Layout

Project Portal LoginTo login to the ECC project portal, you must first open your internet browser. Microsoft InternetExplorer (Version 5 or higher) or Netscape Navigator (Version 5 or higher) must be installed on yourcomputer. The project portal uses java script plug-ins to navigate through the site which requiresupdated internet browsers.

To login to the ECC project portal, do the following:

1 Open an internet browser.

2 In the Address Bar, type https://portal.ecc.net.

3 Click Environmental Chemical Corporation Project Management Portal in the center of thepage.

See Figure 2.1 on page 2-2.

Your browser will redirect you to the login screen (https://portal.ecc.net/Login.asp).

4 In the USER ID box, type your login name.

ECC employees will use their ecconet login name while non-ECC employees will typicallyuse their first letter of their first name followed by their last name. If a user already has beenestablished with that User ID, the webmaster will issue a different user ID.

See Figure 2.2 on page 2-2.

5 In the PASSWORD box, type your ecconet login password.

See Figure 2.2 on page 2-2.

6 Click SUBMIT.

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Figure 2.1

Figure 2.2

Notes

Once you click SUBMIT, your browser will re-direct you to the Contract List page. This is themain page in the project management portal and can be seen in Figure 2.3 on page 2-3. A list ofECC contracts is displayed as well as the ECC Contract Number.

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If you have any questions about the login page or you need assistance, there are three helpfulbuttons that can help. See “Login Helpful Links” below.

Figure 2.3

Login Helpful LinksIf at any time during the login process you are in need of assistance, there are three buttons on the topright hand side of the login page that can be utilized. The three buttons are Forgot Password,Questions, and Contact.

Forgot Password

If you have forgotten you password, you can submit your login name and the system will automaticallysend you a message with the password to the registered project portal email account. For ECCemployees, the project portal password will be the same as you ecconet password.

To request your project portal password, do the following:

See Figure 2.4 on page 2-4.

1 From the login page (https://portal.ecc.net/Login.asp), click Forgot Password.

2 In the USER ID box, type your project portal login name.

ECC employees will use their ecconet login name while non-ECC employees will typicallyuse their first letter of their first name followed by their last name. If a user already has beenestablished with that User ID, the webmaster will issue a different user ID.

3 Click SUBMIT.

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Figure 2.4

Notes

After clicking on the submit button you will be sent a message containing your login informationto the registered project portal email account.

If you enter an invalid USER ID, a new page will appear with the following message: There is aproblem. We cannot find your user ID inside our user database. Please try again (see Figure 2.5 onpage 2-5). If you feel you may have improperly entered the USER ID, please try again. If you arestill having trouble with the login process, see “Contact” on page 2-6.

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Getting Started 2-5

Figure 2.5

Questions

Do you have a question about the Contract Management Portal site? The questions and answers forthe project portal site can be reviewed before you login. These questions address login issues, browsersettings, and the overall project portal concept.

To see a list of project portal questions before you login, do the following:

See Figure 2.6 on page 2-6.

1 From the login page (https://portal.ecc.net/Login.asp), click Questions.

2 Click the question from the provided list and you will be redirected to another page with theanswer.

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Figure 2.6

Note

If you still have remaining questions, see “Contact” below.

Contact

Do you have a question that cannot be answered on the questions page? Do you have a comment orsuggestion for the webmaster? Are you having trouble with the login process? If you need assistancewith these or other issues, use the contact form to send questions or comments to the project portalwebmaster.

To send comments or questions to the project portal webmaster, do the following:

See Figure 2.7 on page 2-7.

1 From the login page (https://portal.ecc.net/Login.asp), click Contact.

2 In the Email Address box, type your email address.

If you would like a response from the webmaster, please verify that your email address isentered correctly.

3 In the Comment box, type your comments or questions that remain unanswered.

4 Click Submit Comment.

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Figure 2.7

Note

After you click Submit Comment and your comments/questions have been transmitted, yourbrowser will re-direct you to a page that contains the following comments: Your comment hasbeen sent to the webmaster. It will be reviewed and a reply will be sent to your emailaccount.

Site LayoutOnce the login has been executed successfully, you will be re-directed to the contract list page (seeFigure 2.3 on page 2-3). This page is considered the site home page. From this site home page, allother site sections can be executed. The site sections are listed below:

Site Home

Questions

My Profile

Webmaster

Admin - Will not appear as a heading for users without webmaster status.

Logout

ECCONET

Each section will be described in detail below.

Site HomeThe site home page displays a list of all contracts that can be accessed with your login. In Figure 2.3on page 2-3, there are two contracts displayed.

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To login to a specific contract, do the following:

See Figure 2.8 below.

In the Please click on a contract link to view information on that current contract box, selectthe desired contract.

Figure 2.8

Notes

The chosen contract was the New England District Total Environmental Restoration Contract asdisplayed above in Figure 2.8. The information about the base contract provided by the programmanager will be displayed in the center of the page.

A current month calendar is displayed on the left side of the screen when logged into a specificcontract. This calendar is used to display a monthly calendar, but is not connected to ascheduling/appointment software program.

Contract Home

Once the contract is chosen, the user can access task orders within that particular contract, specificcontract information, and contact information on all task orders within the contract. After selectingcontract information, the user can select the contract home button to get back to the Contract Homepage. To view the contract home page, see Figure 2.8 above.

The contract menu options are as follows:

Contract Home

Task Orders

Contract Info

Contacts

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Getting Started 2-9

Admin – Will not appear as a heading for users without admin status.

Task Orders Summary Page

Task orders or delivery orders are the individual projects within the contracts where all correspondenceis maintained. Once a contract has been chosen, a list of all accessible task orders associated with thatcontract will be displayed as seen below in Figure 2.9. After selecting task order information, the usercan select the task order summary button to get back to the Task Order Summary Page.

Figure 2.9

Task Orders Subdirectories

To open a task order subdirectory, do the following:

See Figure 2.10 on page 2-10.

1 From the contract home page, click Task Orders.

A list of available task orders that you have permission to access will be displayed on the lefthand side of the page.

2 Point to the Task Order and then select the correct Subdirectory.

Place the mouse over the proper task order and the list of available subdirectories will bedisplayed. In Figure 2.10 on page 2-10, the subdirectory for the TO0004- Austin, TX isdisplayed.

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Figure 2.10

Once the subdirectory is selected, your browser will re-direct you to the task order directory navigationpage (see Figure 2.11 on page 2-12). This subdirectory page is the location where files can beuploaded and downloaded for a particular task order. The layout of the information can be re-arrangedto suite individual user’s needs. Depending on a user’s access, information can be re-arrangedincluding the following:

Number of files displayed on the page.

Sort order can be ascending/descending by clicking the arrows in the Document Name, FileDescription, or Date Uploaded columns.

Category or directory files displayed can be filtered if more than one directory exists for thisparticular subdirectory.

There are many functions that can be performed at this level in the project portal. The functionsinclude the following:

Upload a File

Download a File

Modifying Categories

Edit/Delete Files

Task Order Directory Navigation - Files/PageIf subdirectories have many files uploaded, the user has the ability to limit the number of files that canbe displayed on each page. The choices are 10, 20, 30, 40, or 50 displayed files per page. The defaultfiles displayed per page is 10.

To change the number of files to be displayed on a page, do the following:

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Getting Started 2-11

Click on the Files/Page box and select the number of files to be displayed on each page.

Note

If you select a number and there are more files stored in that directory than fit on a page, theremaining files can be displayed by clicking Next or the additional page numbers at the bottomof the page (see Figure 2.11 on page 2-12).

Task Order Directory Navigation - Ascending/Descending File Sort OrderIf subdirectories have many files uploaded, the user has the ability to change the sort order. Thedefault order is ascending by date uploaded. The user can sort in ascending or descending order for thefollowing columns:

Document Name

File Description

Date Uploaded

To change the sort order of the files to be displayed on a page, do the following:

Click on the up arrow or down arrow for one of the following columns: Document Name, FileDescription, or Date Uploaded.

Note

Only one sort option can be chosen at one time. Once another sort function is selected, theprevious sort is removed. In Figure 2.11 on page 2-12, the sort order is ascending based on dateuploaded.

Task Order Directory Navigation - CategoryIf subdirectories have many files uploaded, the user may decide to use subdirectories within thesubdirectory. This allows a clean and logical storage system for file management. If a user wants tofind a file and is not sure which subdirectory within the subdirectory it is located, the project portal canbe sorted to show all files. Subdirectories can also be filtered for particular subdirectories if the user isaware of the file location.

To change the view of the files to be displayed on a page based on a category, do the following:

Click the Category box and select the subdirectory for the files to be displayed.

Note

In Figure 2.11 on page 2-12, the selected category was Excavation. If no subdirectories werecreated for a particular subdirectory, the only category selections will be (all files) and (rootdirectory) which are in this case the same. The default category is all files. For more informationon creating subcategories for a subdirectory, see “Task Order – Modifying Categories” on page 2-17.

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Figure 2.11

Note

The Task Orders page displays all documents within the selected subdirectory. In the center ofthe page is the directory and path of the selected task order. In the example in Figure 2.11 above,Directory: /Demo/TO001-Burlingame,CO/Black Sunday/ is displayed. The selected task orderis TO0001-Burlingame, CO and the subdirectory is Black Sunday. The sort order is ascendingbased on date uploaded and the selected category is Excavation.

Task Order - Uploading a FileIf a user has been given uploading rights by the contract web administrator, files can be uploaded tothe subdirectories. If you would like to receive uploading status, contact your contract webadministrator. For more information on setting users properties, see “Contract Admin Menu” on page2-21.

To upload a file to the subdirectory, do the following:

See Figure 2.12 on page 2-13.

1 From the Subdirectory page within the Task Order Contract Home Page, click Upload File.

For more information on accessing the subdirectory, see “Task Orders Summary Page” onpage 2-9.

2 In the Send Email To box, select users if you would like to email this uploaded file directly to aproject portal user.

If you prefer, users can download files from the project portal without receiving an email.

To select multiple users, hold the “Ctrl” button while selecting users.

3 Click >> to transfer selected users to receive the uploaded files through an email.

4 In the Category box, select the subdirectory to place the uploaded file.

If no subdirectories were created for a particular subdirectory, the only category selections

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Getting Started 2-13

will be root directory. For more information on creating subcategories for a subdirectory, see“Task Order – Modifying Categories” on page 2-17.

5 In the File Description box, type a description for users to further explain the file.

In the example in Figure 2.11 on page 2-12, file descriptions were not used.

6 Click Browse and locate the file to upload.

Select the file from the Choose file box as seen in Figure 2.13 on page 2-14. The file namecan not contain # nor spaces.

7 Select the file to upload and click Open.

8 Click Upload.

Notes

Click Reset to restart the upload process and to remove all information selected to be uploaded.

Duplicate file names will not be allowed for a subdirectory within a task order. Although filesmay be sorted by different categories, the files are stored in the same location and must havedifferent file names to be uploaded. If an attempt to upload a file with the same file name is made,a message will be displayed (as seen in Figure 2.14 on page 2-14) to notify the user that the filealready is uploaded.

Figure 2.12

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Getting Started 2-14

Figure 2.13

Figure 2.14

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Task Order - Downloading a FileTo download a file from the subdirectory, do the following:

See Figure 2.15 below.

1 From the Subdirectory page within the Task Order Contract Home Page, right click the file todownload.

Depending on the version of Microsoft Windows on your computer, left clicking the file mayopen the file automatically. The user will not be given the chance to download the file priorto opening the file.

2 Click Save Target As to download and save the file to your computer.

3 Click the path and file name for the file to be saved.

4 Click Save.

Figure 2.15

Task Order – Edit/Delete FilesIf a user has been given rights by the contract web administrator to edit/delete files, they can changefile descriptions, rename files, and delete files. If you would like to receive edit/delete filemodification status, contact your contract web administrator. For more information on setting usersproperties, see “Contract Admin Menu” on page 2-21.

To edit/delete files, do the following:

See Figure 2.16 on page 2-17.

1 From the Subdirectory page within the Task Order Contract Home Page, click the Icon on theleft of the file name to edit.

2 In the CHANGE FILE DESCRIPTION box, type the revised file description and then clickCHANGE DESCRIPTION.

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File descriptions can be renamed, or files can be renamed, deleted or moved to a differentcategory, but not at the same time. If you want to make more than one change to a file,perform one change and repeat steps.

The RESET button will remove any changes prior to executing the change.

3 In the RENAME AS box, type the revised file name and then click RENAME FILE.

File descriptions can be renamed, or files can be renamed, deleted or moved to a differentcategory, but not at the same time. If you want to make more than one change to a file,perform one change and repeat steps.

The RESET button will remove any changes prior to executing the change.

4 In the CHANGE CATEGORIES box, select the revised category where the file should belocated and then click CHANGE CATEGORIES.

File descriptions can be renamed, or files can be renamed, deleted or moved to a differentcategory, but not at the same time. If you want to make more than one change to a file,perform one change and repeat steps.

The RESET button will remove any changes prior to executing the change.

5 Click the CONFIRM check box and then click DELETE FILE to remove the file from thesubdirectory.

File descriptions can be renamed, or files can be renamed, deleted or moved to a differentcategory, but not at the same time. If you want to make more than one change to a file,perform one change and repeat steps.

The RESET button will remove any changes prior to executing the change.

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Figure 2.16

Note

Information regarding the file can be seen at the top of the screen. The file name, directory, whouploaded the file, and dates can be viewed. Also, file size and available disc space can bereviewed.

Task Order – Modifying CategoriesIf a user has been given rights by the contract web administrator to modify categories, they can add ordelete categories. Categories can be used if many files are uploaded for the subdirectories. Thisallows for a clean and logic storage system for file management. If you would like to receive categorymodification status, contact your contract web administrator. For more information on setting usersproperties, see “Contract Admin Menu” on page 2-21.

To add categories, do the following:

See Figure 2.17 on page 2-18.

1 From the Subdirectory page within the Task Order Contract Home Page, click ModifyCategories in this folder.

2 In the Category Name box, type the name of the new category.

3 Click Add Category.

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Figure 2.17

Notes

The new category name should not contain *, /, # or space characters in the name.

The maximum number of characters that a category can be is 40.

Categories can either be deleted or added, but not at the same time. If you wish to add and deletecategory names, delete the categories and then add categories.

If a category is deleted that contained files, the files will be transferred to the root directory.

To delete categories, do the following:

See Figure 2.17 above.

1 From the Subdirectory page within the Task Order Contract Home Page, click ModifyCategories in this folder.

2 In the Delete column, check the category names to be deleted.

3 Click Delete Categories.

Notes

Multiple categories can be deleted at once. Click all category names to be deleted.

Use caution when deleting categories. Once the Delete Categories button is selected, thecategories are removed. There is no way to stop the delete process once the Delete Categoriesbutton is selected.

If a category is deleted that contained files, the files will be transferred to the root directory.

Categories can either be deleted or added, but not at the same time. If you wish to add and deletecategory names, delete the categories and then add categories.

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Contract Info

Once the contract is chosen, the user can access contract information. This page contains additionalinformation that is specific to the contract. Information contained on this page is uploaded by theproject portal webmaster. To add or delete information to the contract info page, send an email to thewebmaster. For more information on sending emails to the webmaster, see “Webmaster” on page 2-32.

To view the contract information, do the following:

See Figure 2.18 below.

From the Contract home page or any page within the contracts, click Contract Info.

Figure 2.18

Note

For more information on selecting the contract, see “Site Home” on page 2-7.

Contacts

Once the contract is chosen, the user can access contacts and information regarding the peopleresponsible for task orders within a contract.

To view the contacts, do the following:

See Figure 2.19 on page 2-20.

1 From the Contract home page or any page within the contracts, click Contacts.

2 In the please select which task order you would like to view the contacts for column, click thetask order to receive contact information.

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Figure 2.19

Notes

To view the task order contact information, see Figure 2.20 on page 2-21.

To view a printable version of the task order contacts page, click the task order under the PrintContacts Window column. The printable version can also be selected from the please selectwhich task order you would like to view the contacts for column displayed page.

To modify the contact list contacts, you must have administration status. For more information onmodifying the contact list of contacts, see “Contract Admin Menu – Show Contact List” on page2-29.

For more information on selecting the contract, see “Site Home” on page 2-7.

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Figure 2.20

Contract Admin Menu

If you have been given administration access to a particular contract, your contract menu will contain asection for admin. This section displays the users, their access rights, a visitor list, and the contact list.If you would like to receive web administrator status, contact your contract web administrator.

To view the web administrator information, do the following:

See Figure 2.21 on page 2-22.

From the Contract home page or any page within the contracts, click Admin.

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Figure 2.21

Contract Admin Menu – Show User ListThe administration status allows the admin to set access rights for specific users. Users can be added,deleted, or modified.

To add an ECC employee user to the contract list, do the following:

See Figure 2.22 on page 2-23.

1 From the Contract home page or any page within the contracts, click Admin.

2 From the Links box, select Show user list.

3 Click Add User.

4 In the ECC Employee? box, select Yes.

See Figure 2.23 on page 2-23.

5 In the ECC Employee Name box, select the ECC employee.

See Figure 2.24 on page 2-24.

6 In the Task Order Access Level box, select the access level rights.

For more information on access level rights definitions, see “Contract Admin Menu – ShowUser Access List” on page 2-26.

7 In the Task Order Upload box, select Upload Access to allow users to upload files.

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Figure 2.22

Figure 2.23

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Figure 2.24

Note

Repeat steps 6 and 7 for contracts that contain multiple task orders.

To add a non-ECC employee user to the contract list, do the following:

See Figure 2.22 on page 2-23.

1 From the Contract home page or any page within the contracts, click Admin.

2 From the Links box, select Show user list.

3 Click Add User.

4 In the ECC Employee? box, select No.

See Figure 2.23 on page 2-23.

5 In the contact information boxes, type the following:

Login Name

First Name

Last Name

Contact Address

Contact Phone

Contact Fax

Email Address

Verify Email Address

See Figure 2.25 on page 2-25.

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6 In the Task Order Access Level box, select the access level rights.

For more information on access level rights definitions, see “Contract Admin Menu – ShowUser Access Lit” on page 2-26.

7 In the Task Order Upload box, select Upload Access to allow users to upload files.

Figure 2.25

Note

Repeat steps 6 and 7 for contracts that contain multiple task orders.

To modify user access rights to the contract list, do the following:

See Figure 2.24 on page 2-24.

1 From the Contract home page or any page within the contracts, click Admin.

2 From the Links box, select Show user list.

3 In the Login Name column, select the user to be modified.

4 In the contact information boxes, type the following:

Contact Address

Contact Phone

Contact Fax

Email Address

This step only applies to non-ECC employees. See Figure 2.25 above.

5 In the Task Order Access Level box, select the access level rights.

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For more information on access level rights definitions, see “Contract Admin Menu – ShowUser Access List” below.

6 In the Task Order Upload box, select Upload Access to allow users to upload files.

To send a login password name reminder to a user, do the following:

See Figure 2.22 on page 2-23.

1 From the Contract home page or any page within the contracts, click Admin.

2 From the Links box, select Show user list.

3 In the Eml Pwd column, select the user to send a reminder email.

Contract Admin Menu – Show User Access ListThe administration status allows the admin (ECC Program Manager) to see access rights for all usersto a specific contract on one page. Users access rights can be reviewed on this page.

To view access rights for all users to a particular contract, do the following:

See Figure 2.26 below.

1 From the Contract home page or any page within the contracts, click Admin.

2 From the Links box, select Show user access list.

Figure 2.26

Notes

For an explanation of the codes associated with each task order, simply click on one and the Keyfor access tables chart will appear as seen in Figure 2.27 on page 2-27.

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For more information on changing access rights or adding/deleting users, see “Contract AdminMenu – Show User List” on page 2-22.

Figure 2.27

Contract Admin Menu – Show Visitor StatisticsThe administration status allows the user to see when someone has logged into the contract, who itwas, and how many times.

To view visitor statistics, do the following:

See Figure 2.28 on page 2-28.

1 From the Contract home page or any page within the contracts, click Admin.

2 From the Links box, select Show visitor statistics.

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Figure 2.28

Note

For a more detailed explanation of who logged in on a particular date, click the Date of Logindate. The page as seen in Figure 2.29 on page 2-29 will appear and show who logged in and thenumber of times they logged in.

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Figure 2.29

Contract Admin Menu – Show Contact ListTo modify the listed contacts for a particular task order, a user must have administration status. Thisinformation is displayed on the task order contact page. For more information on viewing contacts fora task order, see “Contacts” on page 2-19.

To modify the users displayed on the task order contact list, do the following:

See Figure 2.30 on page 2-30.

1 From the Contract home page or any page within the contracts, click Admin.

2 From the Links box, select Show contact list.

3 In the Task Order box, select the task order where the user will be added.

This box only applies if users are to be added. If users will only be deleted, this box can beignored.

4 In the User Name box, select the user to be added to the task order contact list.

This drop down list contains the names of users who have access to this contract.

This box only applies if users are to be added. If users will only be deleted, this box can beignored.

5 In the User Type, select the contract that will have the user added to it contact list.

This box only applies if users are to be added. If users will only be deleted, this box can beignored.

6 In the Title box, type the title of the user to appear on the task order contact list.

This box only applies if users are to be added. If users will only be deleted, this box can beignored.

7 Click the Show Phone/Fax Number check box to display the phone and fax information on the

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task order contact list.

This box only applies if users are to be added. If users will only be deleted, this box can beignored.

8 Click Add Contact to add the user to the task order contact page.

This box only applies if users are to be added. If users will only be deleted, this box can beignored.

Figure 2.30

Note

Once the Add Contact button is clicked, the added user will be displayed on the current page. If amistake is made, scroll down and check the Delete box to remove the user.

To delete the users displayed on the task order contact list, do the following:

See Figure 2.30 above.

1 From the Contract home page or any page within the contracts, click Admin.

2 From the Links box, select Show contact list.

3 In the Delete column, select the user to be deleted from the task order contact list.

This column only applies if users are to be deleted. If users will only be added, this box canbe ignored.

4 Click Delete Contact(s).

Note

Once the Delete Contact(s) button is clicked, the deleted user will be removed from the currentpage. If a mistake is made, the user can be added again by repeating the steps on page 2-29.

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QuestionsDo you have a question about the Contract Management Portal site? The questions and answers forthe project portal site can be reviewed after you login. These questions address login issues, browsersettings, and the overall project portal concept. They contain the same questions that you can accessbefore you login although some of those login questions have been removed.

To see a list of project portal questions after login, do the following:

See Figure 2.31 below.

Click Questions.

Figure 2.31

Note

If you still have remaining questions, see “Webmaster” on page 2-32.

My ProfileThe My Profile page allows a user to change their password or correct name spelling errors. If you arenot an ECC employee, you will be allowed to change you address, phone, and fax numbers as well.

To edit your password or other editable contact information, do the following:

See Figure 2.32 on page 2-32.

1 Click My Profile.

2 In the First Name box, edit your name if necessary.

Changes to your first name will not effect your USER ID.

3 In the Last Name box, edit your name if necessary.

Changes to your last name will not effect your USER ID.

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4 Edit the information that needs to be changed in the following boxes if you are not an ECCemployee:

Contact Address

Contact Phone

Contact Fax

5 In the Password box, type your new password if you would like to modify it.

Changes to your password in the project portal will also change your ecconet password if youare an ECC employee.

6 In the Verify Password box, type your new password if you would like to modify it.

Figure 2.32

WebmasterDo you have a question that cannot be answered on the questions page? Do you have a comment orsuggestion for the webmaster? If you need assistance with these or other issues, use the Webmasterpage to send questions or comments to the project portal webmaster.

To send comments or questions to the project portal webmaster, do the following:

See Figure 2.33 on page 2-33.

1 Click Webmaster.

2 In the Comment box, type you comments or questions.

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Figure 2.33

LogoutAfter you have finished using the project portal, you should logout. Logging out prevents people whodo not have access to enter the project portal.

To log out, do the following:

Click Logout.

Note

Your browser will re-direct you to the project portal login page.

ECCONET (ECC Employees Only)After you have logged into the project portal site, you have direct access to ecconet without re-loggingin.

To access ecconet, do the following:

Click ECCONET.