CIPAce Help

add data access control rule

add program access control rule

browse and manage data access control rules

browse and manage program access control rules

configure data access right control

manage/edit data access control rule

manage/edit program access control rule

search and view detailed access rights

Add Delegation Rule

Analytics Report

	Analytics Management
	Understanding on Analytics Report

synchronize analytics data

create

manage

view

Application settings

add domain

browse domains

configure appsettings

configure database configuration authentication

configure GIS server

configure Laserfiche server

configure OLAP connection

configure project server

configure report server

Asset

	Asset Work Order Maintenance
	Asset Work Order Maintenance_2

manage general information

view associate projects

Audit Trails

audit trails for function

audit trails for record

create from planning cycle

- B -

base calendar

Browse Delegated Task

Browse

Browse Delegation

Browse

Browse Funding Requests

Budget

create line items

edit line item general

import

manage line item

revision

set funding allocation data to

transfer

- C -

Classification

deploy classifications

manage classifications

Contract

browse one-to-many relationships

SOV items

SOV template

Create Funding Request

Custom fields

browse views

edit attribute

edit one-to-many relationship

Custom report

Cycle

- D -

	Add Delegation Rule
	Edit Delegation Rule
	Browse Delegations
	Browse Delegated Tasks

Document

browse by folder structure

Domain Account

Dropdown list

project overall task status

risk status

status

- E -

Edit Delegation

Edit

Edit Funding Request

Edit

- F -

Filtering

add additional projects to filtering phase

add filtering phase

browse filtering phases

filtering phase

filtering process

manage filtering phase

manual filtering

	Create Funding Request
	Edit Funding Request
	Browse Funding Requests

Funding

about fund revenue template

about funding

add a fund

add fund acutal reveue

add fund group

add fund revenue template

add group comment

adjust fund estimates

browse fund acutal reveues

browse fund groups

browse fund revenue templates

browse funds

browse group comments

configure fund revenue forecast

edit fund acutal reveue

edit fund general information

edit fund revenue template

edit/manage group comment

forecast fund revenue online

fund acutal reveue

fund group

fund revenue forecast

funds

manage fund

manage fund group

manage group revenues

manage group sort order

manage/edit group general information

view fund financial

view fund revenue forecast in excel history

Funding Allocation

funding allocation by fund

check funding usage

funding allocation by fund group

funding allocation by project

funding allocation detail

select project for fund

select project for fund group

Funding Request

	Create Funding Request
	Edit Funding Request
	Browse Funding Requests

- I -

Introduction

logging on CIPAce for the first time

Invoice

manage invoice line items

Issue

- L -

License

browse license users

view system license

- N -

Notification

my notifications inbox

my notifications outbox

- P -

Project

add implementation project

browse schedule template

closeout

configure MS project settings

configure settings

contracts

create by proposal

create from historical plan

create schedule from template

documents

edit task

edit task status

edit/manage schedule baseline

edit/manage schedule template

export schedule to MS project

filtering

fund source

funding allocation

import schedule from MS project

link asset to

manage implementation project

manage linked assets

manage planning project

save schedule as baseline

save schedule template

Project Expense

Project Status

Projects

browse linked projects

forecast costs for staff proposal

link project to

manage

manage proposals documents

manage/edit public proposal eneral information

manage/edit staff proposal eneral information

Purchase Order

browse ranking criteria templates

- R -

Ranking

about ranking

add ranking phase

browse ranking phases

configuration

edit/manage ranking phase

initiate ranking assignment process

manage ranking assignment

manage ranking result

rank projects

ranking assignment

ranking criteria template

ranking phase

ranking result

score structure template

view ranking detail

Report

budget reports

capital project sorted by project report

capital projects by program report

CIP expenditure summary by program

dashboard report

department source and use report

expanded program source and use report

first year capital budget report

fund group summary report

fund index report

fund source and use report

funding reports

Misc. reports

program source and use report

project actual vs budget cost report

project index report

project progress report

project progress report(with picture)

project task schedule & notes report

projects master schedule report

proposal index report

staff proposal description report

Tracking reports

Reports

browse templates

CIP planning reports

funded project description report

Not recommened project list report

project description report

project recommened report with requested funding

project recommened report with total funding available

project reports

project summary report

project summary report(without picture)

projects capital spending summary report

standard reports

unfunded project description report

Resource

assign to projects/contracts

add

browse assigned resources

manage

manage documents

manage timesheets

add financial scoping template

Risk

Role

- S -

Scoping

add ranking criteria template

add score structure template

adjust project cost estimates

assign projects to scope

browse finaical scoping templates

browse score structure templates

configurations

configure financial scoping

	Configure Scoping Template
	Configure Financial Scoping

configure scoping scenario

copy cost estimate from another project

edit/manage ranking criteria template

edit/manage scoping template

edit/manage score structure template

financial scoping

	Financial Scoping
	Financial Scoping

	Conduct Project Scoping
	Conduct Project Scoping

Smart Text

- T -

Timesheet

- U -

User

add

	Add User
	Batch Update User Workspace

manage/edit

view user logs

- V -

Vendor