Documents Archive - Page 36 of 42

Configure the Password Change Web Part

Overview of Password Configuration settings

After adding Password Change to a page, the web part can be configured with the help of the Web Part Settings page.

You can choose from the two procedures below to display the Web Part Settings page:

Step	Action	Result
1.	To modify the Web Part properties, select Edit Web Part from the drop-down menu of the Bamboo Password Change Web Part window.	SharePoint 2010/2013 SharePoint 2007
2.	Click the Password Change Web Part Settings button in the Web Part tool pane to display the Web Part Settings page.

Or you can perform the following steps:

Step	Action	Result
1.	Click the Web Part tab on the upper panel, and then click the Web Part Properties button.
2.	Click the Password Change Web Part Settings button to display the Web Part Settings page.	Note: You must disable pop-up blockers for the site to display the Web Part Settings.

Click the links below for further details on the Password Change Web Part settings configuration. After you have finished configuring the web part, click the Save & Close button in the Web Part Settings page, and then click Apply and then OK in the web part tool pane to fully save your settings.

Configure the My Status Web Part Tool Pane

Return to Configuration Overview

If you are adding the My Status web part to a SharePoint site outside of the In/Out Schedule Board site, it must be configured so it can read and update scheduling information from the site’s lists. To do so, use the following procedure to configure the Web Part from the tool pane.

Step	Action	Result
1.	Enter Site URL:	Pick the site URL for your site that contains the list to which you want to connect.
2.	Connect	Click the connect button to make the connection to the site. You’ll see a message explaining whether or not the connection is successful.
3.	Select List Name	Pick the list you want to use from the drop down options.
4.	Select UserName	This is the column the Web Part will use to determine which items are associated with the user.
5.	Select Status Column	This is the column from which the Web Part will determine the user’s status.
6.	Select Value(s) To Indicate Out of Office Status	Select all of the status values to associate with “Out” status from the Available Value list, and add them to Value To Out of Office. Any status value included here will be considered “Out” by the My Status Web Part – anything not included will be considered “In.”
7.	Select Return Date column	Select End Time from the Return Date Column so that viewers at a glance see when that person is expected to be back in the office.
8.	Select Comment Column	The Web Part will display this column’s information along with the status of the user.

Configure the List Filter Web Part

Top

Return to Configuration Overview

One of the filters in Filters Collection is the List Filter, which is designed specifically to connect to a SharePoint List web part that you are displaying on a SharePoint page. Unlike the other web parts in Filters Collection, the List Filter web part must be connected to a SharePoint List before it can be configured. Otherwise, you’ll see this message in the tool pane when you attempt to configure the part.

Step 1 – Create the Connection – Make the connection between the List Filter web part and your list that you are displaying on the same page.
Step 2 – Configure the List Filter – Within the tool pane view, select the connected list and configure the filter.

Create the Connection

Step	Action	Result
1.	Edit the web part to open the connections choices.	In this example, we have selected to send the filter to the list.
2.	Select the connection type for the list you selected in Step 1.	Choose “Get Filter Values From” to pull in the data that you want to filter through the List Filter web part.
3.	Click the Finish button.

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Configure the List Filter

Step	Action	Result
1.	Choose the list you’ve connected to from the drop-down menu under Select Connected List.
2.	To add a column on which to filter, click the Select Target Column drop down.	Note that by default, you don’t have any filter columns in the tool pane.
3.	Choose a column from the drop down list and click the Add button.
4.	You can order the columns by using the red and green up and down arrows to re-arrange them in the sequence you want them to appear on the page.	In this shot, the user is clicking on the Up arrow to re-order the “Created by” column
5.	Show default (Empty) token for searching empty values.	Checking this box will show empty values token. Date and People columns will not show default (Empty) token or validate filter values when this option is checked.
6.	You have the option to name this filter.
7.	Select the number of filter controls to be displayed in a row. This controls the number of columns displayed on the page; we recommend the same number as you have picked in Step 3 or an evenly divisible number for aesthetic reasons.	Notice in our screen shot below, the four filter columns we selected appear across a row. If we had chosen 3, one of the columns would be below the others making it look off balance as shown below.
8.	Click Apply and click OK to save your changes.

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Configure the KB Tree View Web Part

Knowledge Base Overview

One of the first things you will notice when you create a Knowledge Base site is the home page looks quite empty. There are a couple of web parts already added to the page and one of them is the Tree View web part. You need to configure this web part to suit your environment.

From the KB Admin site, edit the Tree View web part.

Step	Action	Result
1.	Enter the site URL for the Bamboo KB Admin site:	This field is already populated for you with the relative path URL. See Using Relative Paths for more information on the syntax for relative paths.
2.	Select a Display List:	This field is already preselected for you with the Bamboo KB Articles list.
3.	Select Default View:	Select the list view that you would like displayed in the Most Popular Articles list and the Latest Additions list. For now, you can leave this as All Items; later you may want to change this after you have configured other items.
4.	Show Tree View:	Toggles showing the category for navigating the Knowledge Base content.
5.	Show Edit Buttons:	Toggles showing the Edit button for each article in the Most Popular Articles list and the Latest Additions list.
6.	Show Delete Check Boxes:	Toggles showing the check boxes used for selecting and deleting articles in the Most Popular Articles list and the Latest Additions list.
7.	Show Most Popular Articles:	Toggles showing the Most Popular Articles list, which shows articles that have had the most views.
8.	Show Latest Additions:	Toggles showing the Latest Additions list, which shows the articles that were recently added to the Knowledge Base.
9.	Show All Articles:	Select this option to show the All Articles list, which displays all articles in the Knowledge Base with paging according to the Records per Page value. When you select a category in the tree, the All Articles list shows all articles for that category and all of its subcategories.
10.	Records per Page:	Enter the number of articles you want listed at a time in the Most Popular Articles list, Latest Additions list and the All Articles list.
11.	Automatically expand level:	Choose how many items you want to be displayed by default in the tree view.
12.	Enter the URL to the page that contains the Bamboo Display Article Web Part for displaying article content:	This field is used for the KB Client site only. Make sure that you enter a relative path for the URL; for example, /sites/Authors.
13.	Select a Language:	Select this option to set the language used on the user interface of this Web Part. See Localize Bamboo Web Parts for your Language for more information.
14.	Click Apply and then OK to save your changes.

Configure the KB Tag Cloud Web Part

Knowledge Base Overview

The Bamboo KB Tag Cloud Web Part allows end users to locate articles that have been viewed the most times by selecting a commonly used keyword (i.e. tag) from the tag cloud.

To configure the Bamboo KB Tag Cloud Web Part:

Step	Action	Result
1.	From the KB Client site, click the Tag Cloud link. Edit the KB Tag Cloud Web Part.
2.	Enter the site URL for the Bamboo KB Admin site:	Enter the relative path to the KB Admin site and click the green arrow to populate the fields below. By entering a period (.) and a slash (/), you are telling SharePoint to find the lists within the current or relative site.
4.	Select the KB Articles List:	The drop down menu contains the lists in your site; choose the list that you want to use for your articles.
5.	Select the KB Tag Cloud List: Selected the Bamboo KB Tag Cloud List.
6.	Enter the URL to the page that contains the Bamboo Display Article Web Part for displaying article content: This field is prepopulated with the relative path to the Bamboo KB Display Article Web Part.
7.	Tag Format: Click to select a font type, style, color, background color, alignment, decoration, etc. in the dialog box.
	Column	Description
	Number of Top Tags to Display:	Enter the number of tags you want to display in the tag cloud. In the example screenshot above, only 20 of the most viewed (i.e. top) tags will be displayed in the tag cloud.
	Show Drop-Down Filter Menu:	Select this check box to show a filter drop-down box that allows users to locate tags in the cloud by first letter of the tag name.
	Number of Related Articles to Display:	Enter the number of related articles you want displayed after selecting a tag in the cloud.
	Select a Language:	Select this option to set the language used on the user interface of this Web Part. See Localizing SharePoint Knowledge Base Solution Accelerator for more information.
8.	Click Apply and then OK to save your changes.

Configure the KB Display Article Web Part

Knowledge Base Overview

The Display Article Web Part allows articles to be viewed in an attractive format on a page. However, the articles must be selected and viewed from the Tree View on the KB Client site home page.

To configure the KB Display Article Web Part:

Step	Action	Result
1.	Access the Bamboo KB Display Article Web Part by selecting All Site Content from the KB Client site. Under Document Libraries, select Site Pages > Display Page. Edit the DisplayPopUpPage and edit the web part.
2.	Enter the site URL for the Bamboo KB Admin site:	Enter the relative path to the KB Admin site, then click the green arrow to populate the fields below.
3.	Select the KB Articles List:	Select the Bamboo KB Articles List.
4.	Select the KB Article View Count List:	Select the Bamboo KB Article View Counts List.
5.	Select the KB Configuration List:	Select the Bamboo KB Configuration List.
6.	Select the KB Rating and Comments List:	Select the Bamboo KB Rating and Comments List.
7.	Custom Related Article Information:	Create a tabbed section following the article content for custom article information such as Review Date, Article Categories or custom columns of your choice. Place your custom information on separate custom-named tabs. Section Name: Enter in the name of the custom-related article information section. Tab 1 Title: Enter in the name of the first tab. Tab 2 Title: Enter in the name of the second tab. Tab 3 Title: Enter in the name of the third tab.
8.	Available Columns: and Display Columns:	Available Columns: Select the column data you want to display in a tab. Select a tab name in the Display Columns list box, then click the single right arrow button to move the available column under the tab in the Display Columns list box. Use the Shift+Click or CTRL+Click keys to select multiple columns in the Available Columns list box. Use the double right arrow button to move all available columns to the selected tab in the Display Columns list box. Display Columns: Lists the selected columns and their respective tabs. Use the up and down arrow buttons to move the columns up or down within a tab. To add or remove a column from one tab to another, you must select the column, click the left arrow button to remove it from its current tab, then select the new tab, select the column in the Available Columns list box and click the right arrow button.
9.	Use SMTP secure authenticated connection:	Select this check box if you want to enter credentials for SMTP authentication.
11.	User ID:	Enter in the user ID.
12.	Password:	Enter in the password for the user ID.
13.	Port:	Enter in the port number.
14.	Records per Page:	Enter in the number of records to be displayed at a time in the Related Articles, Article Attachments and Related External Links boxes.
15.	Allow Article Rating:	Select this option to show the Article Rating and Comments box at the bottom of the article content so that users may submit their rating and comment on each article. If you select this box, you must select the rating system to use: Numerical or Star.
16.	Numerical Rating or Star Rating:	The Allow Article Rating option must be selected in order to select one of these options. Select the Numerical Rating option to display a number rating system at the bottom of an article. Select the Star Rating option to display a graphical 5-star-based rating system at the bottom of an article. Hide Article Keyword(s) in Article Title Bar: Select this option to hide the article keyword(s) from the title bar of the article.
17.	Hide Print Option:	Select this option to prevent end users from printing articles.
18.	Select a Language: Select this option to set the language used on the user interface of this Web Part.	See Localize Bamboo Web Parts for your Language for more information.
19.	Click Apply and then OK to save your changes.

Configure the KB Display Article Web Part

Knowledge Base Overview

The Display Article Web Part allows articles to be viewed in an attractive format on a page. However, the articles must be selected and viewed from the Tree View on the KB Client site home page.

To configure the KB Display Article Web Part:

Step	Action	Result
1.	Access the Bamboo KB Display Article Web Part by selecting All Site Content from the KB Client site. Under Document Libraries, select Site Pages > Display Page. Edit the DisplayPopUpPage and edit the web part.
2.	Enter the site URL for the Bamboo KB Admin site:	Enter the relative path to the KB Admin site, then click the green arrow to populate the fields below.
3.	Select the KB Articles List:	Select the Bamboo KB Articles List.
4.	Select the KB Article View Count List:	Select the Bamboo KB Article View Counts List.
5.	Select the KB Configuration List:	Select the Bamboo KB Configuration List.
6.	Select the KB Rating and Comments List:	Select the Bamboo KB Rating and Comments List.
7.	Custom Related Article Information:	Create a tabbed section following the article content for custom article information such as Review Date, Article Categories or custom columns of your choice. Place your custom information on separate custom-named tabs. Section Name: Enter in the name of the custom-related article information section. Tab 1 Title: Enter in the name of the first tab. Tab 2 Title: Enter in the name of the second tab. Tab 3 Title: Enter in the name of the third tab.
8.	Available Columns: and Display Columns:	Available Columns: Select the column data you want to display in a tab. Select a tab name in the Display Columns list box, then click the single right arrow button to move the available column under the tab in the Display Columns list box. Use the Shift+Click or CTRL+Click keys to select multiple columns in the Available Columns list box. Use the double right arrow button to move all available columns to the selected tab in the Display Columns list box. Display Columns: Lists the selected columns and their respective tabs. Use the up and down arrow buttons to move the columns up or down within a tab. To add or remove a column from one tab to another, you must select the column, click the left arrow button to remove it from its current tab, then select the new tab, select the column in the Available Columns list box and click the right arrow button.
9.	Use SMTP secure authenticated connection:	Select this check box if you want to enter credentials for SMTP authentication.
10.	Rearrangeable Article Sections	Use the arrows to select and arrange how the article parts display. See step 8 for an explanation of the arrow controls.
11.	Rating & Sharing Options	Toggle settings for all sharing options. Read more about using sharing options here
12.	Select a Language: Select this option to set the language used on the user interface of this Web Part.	See Localize Bamboo Web Parts for your Language for more information.
13.	Click Apply and then OK to save your changes.

Configure the KB Configuration List

KBSA Configuration Overview

Step	Action	Result
1.	From the KB Admin site, select All Site Content. Under Lists, click on Bamboo KB Configuration List.
2.	Edit the KB Default Settings by selecting Edit from the drop-down list, or use the ribbon by selecting Item > Edit Item.
3.	Enter a Title or leave the default title. This is a required field.
4.	In the SMTP Server Name field, enter the name of the SMTP server for sending e-mail.
5.	In Email From Account, enter the e-mail address that you want displayed in the From field of the e-mail. This address must be in the correct e-mail address format (i.e. email@domain.com).
6.	Leave the Auto Archive Date field blank. This field is reserved for an upcoming feature.
7.	Click Save.

Configure the KB Comment Search Web Part

KBSA Configuration Overview

The KB Comment Search Web Part is used to search comments.

Step	Action	Result
1.	Click the Approve & Manage link under Comment Control on the left navigation bar in the KB Admin Site.
2.	Edit the web part (you might need to edit the page first) by clicking the arrow located in the top right corner of the Article Search title bar and selecting Modify Shared Web Part.
3.	In the tool pane, click the KB Search Web Part Settings button to display the Web Part Settings page.	NOTE: You must disable pop-up blockers for the site to display the Web Part Settings.
4.	Each instance of the KB Search Web Part can search one SharePoint list or library. In the Search Criteria Configuration settings page, identify the list or library to search and define search criteria. More in-depth instructions for configuring your Search Criteria can be found here.	Input the URL Click Pick a list (for your articles, you would select Bamboo KB Articles) Pick the columns you want users to see and search on
5.	Click Save & Close, then click Apply and then OK to save your changes.

Configure the KB Client Site URL

Knowledge Base Overview

In order to simplify navigation the KB Admin and KB Client sites, the KB Client site URL must be changed in the KB Admin site before the KB Client site can be configured or used.

To change the URL for the KB Client site:

Step	Action	Result
1.	From the KB Admin tab, click All Site Content. Under Lists, select Bamboo Navigators, then click KB Client.
2.	Click Edit Item. In the URL field, enter the absolute or relative path for the KB Client site; for example, ../knowledgeBase or whatever you are renaming your KB site to. Bamboo recommends using relative paths.	IMPORTANT: Do not modify the Titles of the list items in the Bamboo Navigators List. Doing so will affect the Bamboo KB Tree View Web Part; for example, do not change the name of the “Bamboo Navigators” list. You can and we do recommend you change “KB Admin” and/or “KB Client” as those are not meaningful names for your sites.

Configure the KB Category Search Web Part

KBSA Configuration Overview

The KB Category Search Web Part is used to search categories.

Step	Action	Result
1.	Click the Manage Categories link under Category Control on the left navigation bar in the KB Admin Site.
2.	Edit the web part (you might need to edit the page first) by clicking the arrow located in the top right corner of the Article Search title bar and selecting Modify Shared Web Part.
3.	In the tool pane, click the KB Search Web Part Settings button to display the Web Part Settings page.	NOTE: You must disable pop-up blockers for the site to display the Web Part Settings.
4.	Each instance of the KB Search Web Part can search one SharePoint list or library. In the Search Criteria Configuration settings page, identify the list or library to search and define search criteria. More in-depth instructions for configuring your Search Criteria can be found here.	Input the URL Click Pick a list (for your articles, you would select Bamboo KB Articles) Pick the columns you want users to see and search on
5.	Click Save & Close, then click Apply and then OK to save your changes.

Configure the KB Ask a Question Web Part

Knowledge Base Overview

From within the KB Client site, edit the web part “KB Ask Question.” You will configure this web part to look for the appropriate site which houses the Bamboo Article Questions and Answers list.

Before leaving the edit screen of this web part, scroll to the top and expand the Appearance section and change the title on the web part from KB Ask Question to something more meaningful to your organization, such as “Ask a Question” or whatever you think will help your end users when they see this web part.

Step	Action	Result
1.	Enter the site URL for the Bamboo KB Admin site:	Enter the relative path to the KB Admin site. You can enter ../ if it is a parent site to your client site.
2.	Click the green arrow to populate the Select a Question and Answer List drop-down box with the lists from the KB Admin site.	You need to click this arrow for the list to populate.
3.	Select a Question and Answer List:	Select the Bamboo Article Questions and Answers list.
4.	Ask a Question:	Enter instructive text for end users, such as “Ask a question” or “Enter your question here”. This text appears in the top of the Submit a Question box.
5.	Header Text:	Enter the instructive text that you want displayed at the top of the Web Part to help users understand how Knowledge Base Administrators will respond to their questions.
6.	Select a Language:	Select this option to set the language used on the user interface of this Web Part. See Localizing SharePoint Knowledge Base Solution Accelerator for more information.

Configure the KB Search Web Part

KBSA Configuration Overview

The KB Article Search Web Part is a page that is used to search for KB articles. The Web Part is located by clicking the Manage Articles link under Article Control on the left-hand navigation bar in the KB Admin site.

Step	Action	Result
1.	From the Quick Launch bar, click the Manage Articles link.
2.	Edit the web part (you might need to edit the page first) by clicking the arrow located in the top right corner of the Article Search title bar and selecting Modify Shared Web Part.
3.	In the tool pane, click the KB Search Web Part Settings button to display the Web Part Settings page.	NOTE: You must disable pop-up blockers for the site to display the Web Part Settings.
4.	Each instance of the KB Search Web Part can search one SharePoint list or library. In the Search Criteria Configuration settings page, identify the list or library to search and define search criteria. More in-depth instructions for configuring your Search Criteria can be found here.	Input the URL Click Pick a list (for your articles, you would select Bamboo KB Articles) Pick the columns you want users to see and search on
5.	Click Save & Close, then click Apply and then OK to save your changes.

Configure the KB Answer Questions Web Part

Knowledge Base Overview

Follow the directions below to open and configure the Answer Questions Web Part.

Step	Action	Result
1.	From the Quick Launch bar, click the Q & A link.
2.	Edit the Web Part:	Click the arrow located next to the web part title bar and select Edit Web Part; or use the ribbon to edit the page and then edit the web part.
3.	Select a Question and Answer List:	This is preconfigured to point to the Bamboo Article Questions and Answers discussion board list.
4.	Select a Configuration List:	This is also preconfigured and points to the Bamboo KB Configuration List.
5.	Select Picture Library:	This is preconfigured to point to the KB Picture Library. This setting allows you to include images in your response to the end user and/or the discussion board. These images can be inserted directly into your response and no longer have to be uploaded to a Picture Library before you can reference them.
6.	Select Default Question View:	Select the default view for questions. The other views will be available via the Answer Questions navigation menu.
7.	Use SMTP Secure Authenticated Connection:	Check this box and the other options become visible so you can enter the credentials for SMTP authentication. User ID: Enter in the user ID. Password: Enter in the password for the user ID. Port: Enter in the port number.
8.	Records per Page:	Enter the number of questions you want to display at a time in the KB Answer Questions web part.
9.	Select a Language:	Select this option to set the language used on the user interface of this Web Part. See Localizing Bamboo Products for more information.
10.	Click Apply and then OK to save your changes.

Configure the KB Answer Questions Web Part

Knowledge Base Overview

Follow the directions below to open and configure the Answer Questions Web Part.

Step	Action	Result
1.	From the Quick Launch bar, click the Q & A link.
2.	Edit the Web Part:	Click the arrow located next to the web part title bar and select Edit Web Part; or use the ribbon to edit the page and then edit the web part.
3.	Select a Question and Answer List:	This is preconfigured to point to the Bamboo Article Questions and Answers discussion board list.
4.	Select a Configuration List:	This is also preconfigured and points to the Bamboo KB Configuration List.
5.	Select Picture Library:	This is preconfigured to point to the KB Picture Library. This setting allows you to include images in your response to the end user and/or the discussion board. These images can be inserted directly into your response and no longer have to be uploaded to a Picture Library before you can reference them.
6.	Select Default Question View:	Select the default view for questions. The other views will be available via the Answer Questions navigation menu.
7.	Use SMTP Secure Authenticated Connection:	Check this box and the other options become visible so you can enter the credentials for SMTP authentication. User ID: Enter in the user ID. Password: Enter in the password for the user ID. Port: Enter in the port number.
8.	Records per Page:	Enter the number of questions you want to display at a time in the KB Answer Questions web part.
9.	Select a Language:	Select this option to set the language used on the user interface of this Web Part. See Localizing Bamboo Products for more information.
10.	Click Apply and then OK to save your changes.

Configure the KB Admin Site URL

Knowledge Base Overview

In order to centralize the KB Admin and KB Client sites, the KB Client site URL must be changed in the KB Admin site before the KB Client site can be configured or used.

Note: If you have upgraded from a previous version of SharePoint Knowledge Base Solution Accelerator, existing sites are not centralized. You must manually modify the pages using SharePoint Designer.

To change the URL for the KB Client site

From the KB Admin tab, click All Site Content. Under Lists, select Bamboo Navigators, then click KB Client.
Click Edit Item. In the URL field, enter the absolute or relative path for the KB Client site, such as ../sites/kbclient – Bamboo recommends using relative paths.

IMPORTANT: Do not modify the Titles of the list items in the Bamboo Navigators List; doing so will affect the Bamboo KB Tree View Web Part.

To manually modify the pages to create centralized KB Admin and KB Client sites:

NOTE: These steps require manually modifying the pages using SharePoint Designer to add the Bamboo Navigator Tab Strip.

Step	Action	Result
1.	Open SharePoint Designer. If you have not used SharePoint Designer, do not attempt this until you read this article about using SharePoint Designer to modify master pages.
2.	Right-click on the v4.master files in the Allfiles_Catalogsmasterpage folder within the site where SharePoint Knowledge Base Solution Accelerator is installed. Copy the file and rename it; use your file version keeping v4.master as is.
3.	Insert the Bamboo Navigator Tab Strip Web Part into the master page.	Under Customization, select Edit File. From the ribbon, select Insert > Web Part > Bamboo Navigator TabStrip. Configure the Web Part by right-clicking on it and selecting Web Part Properties.
4.	Configure the Web Part as indicated below. Click OK. Select List: Bamboo Navigators Select View: Top Menu Title: Menu Title Description: Description URL Link: URL Parent Menu: Parent Menu: Sort Order: Sort Order: URL Icon: Icon URL Select Skin: Default
5.	Save your master page.	Follow the instructions above to change the URL for the KB Client site.
6.	Return to SharePoint Designer and view the Web Part Properties. Select Navigators View for the Select View option.
7.	To hide the title of the Bamboo Navigator TabStrip, select None for Chrome Type under Appearance.

Configure the Home Page Web Part

Return to Configuration Overview

While the different pages and web parts that make up In/Out Schedule Board are designed to work straight out of the box without necessarily being configured, there are a number of features that can be customized from the respective tool panes of the three web parts.

NOTE: If you are using any of the included site templates (recommended), most of these options will already be set, and In/Out Schedule Board will function properly as is. It is not recommended or necessary to manually configure the Home or Calendar web parts for regular usage.

Use the following procedure to manually configure the Home page Web Part. Note that many of these options are pre-configured when the Schedule Board site is created, and that the part may no longer work properly if they are changed. Those options are marked as such in this procedure.

Step	Action	Result
1.	Edit the web part and select the Bamboo In And Out Calendar List from the drop down list. This is the list that will hold the event data that determines In/Out status for each user. By default, the “Bamboo In And Out Calendar List” view is selected.	The Schedule Board site template creates this list automatically, and it is not recommended that you change this value.
2.	Select the Bamboo In And Out Calendar View from the drop down list. This is the View that will be used to determine which items on the Calendar List will be included on the Schedule Board. By default, the “Calendar” view is selected, and it is not recommended that you change this value.
3.	Select the Column to Color Code from the drop down list. The contents of this column will be used to determine how each user’s information will be color coded on the Schedule Board. By default, “Status” is selected.
4.	Select colors for each of the available values in the column set in Column For Color Code. To automatically apply colors to all values, click AutoSelect.
5.	Select a User Info Source, either the SharePoint User Info List, or a separate Contact List.	You have two options here; 1) choose the users from a SharePoint User Info List or 2) use a Contact list to pull in user data.
	Select the User Login Name Column. The value in this column is used to associate events with individual users, and should contain a user login name.	By default, the “Account” column is selected, and it is not recommended that you change this value. Select the Department Column for Display The list of available departments appear in the left box; highlight the one(s) you want to show and press the > button to set it as a display column. This column will be used to quickly sort users into groups; the default setting is “Department”.
	If you choose to use a Contact List, enter the URL of the SharePoint site containing the List in the Enter a SharePoint site URL field.	If you used the Bamboo In And Out – Contact List Mode site template, this option is already set, and it is not recommended that you change it. If you’ve entered a new URL, click Connect. Choose the contact list to use from the Select Contact List drop down list. Select a column from the Select User Login Name Column drop down list that contains valid user login names. The login name is used to associate an event with a particular user.
	Define Item Sort Order	Select the drop down list options in Define Item Sort Order if you prefer to change the default sort order of items by up to two columns.
6.	Add any columns you want displayed in the Home Schedule Board Web Part from the Available Columns list to the Display Columns list.
7.	Optionally, you can toggle the Web Part’s filtering, sorting, grouping and export controls by selecting or deselecting the Display Settings check boxes.
8.	To set a pre-established, custom column width :	Select a unit of measurement (Pixel or Percent) from the Measure Columns In drop down list. Enter the desired widths into the Enter column width(s) field, separating each value with a column. For instance, to set the values of three columns to 100, 150, and 200 pixels, select Pixel from the Column Width Unit drop down, and enter “100, 150, 200” into the field.
9.	Display Setting	Optionally, you can toggle the Web Part’s filtering, sorting, grouping and export controls by selecting or deselecting the Display Settings check boxes.
10.	If you have included a Picture column the Display Column list, you can set the size of the displayed picture.	Enter the Width and Height values into the corresponding fields under Picture Size.
11.	To alter the visual appearance of the web part, select from one of the options from the Skin drop down list.	Preview the available skins

Configure the Group Redirect Web Part

Knowledge Base Overview

When you create a KB Admin site, Bamboo adds a hidden Group Redirect web part to the home page. You can configure this so that when users who do not have access to manage lists and libraries within the Admin site will be automatically redirected to the KB Client site. Configuring Group Redirect is optional. If you do not want to use Group Redirect, you can delete the web part from the page. Also note that if you are redirecting users based solely on their membership within a SharePoint group, you do not need to provide any Active Directory information. Group Redirect enables security trimming for the KB Admin site. This is an optional step that allows Knowledge Base Administrators to prevent end users from accessing the KB Admin site.

However, if you want any of your rules criteria (including AND/OR rules) to include Active Directory groups, you must provide login information. If you are redirecting users based on their membership within an Active Directory group, the Group Redirectweb part requires access to an Active Directory account – this is how Group Redirect determines who is redirected and who is not.

End users who attempt to access the KB Admin site will automatically be redirected back to the KB Client site.

To configure the Group Redirect Web Part:

From the KB Admin site, select Site Actions > Edit Page.

Edit the hidden Bamboo Group Redirect Web Part and enter an Active Directory domain account:

Step	Column Name	Description
1.	Domain Name	A domain name would be something like domain.local or company.internal.
2.	Account Name	The account name would be a admin account that can review rules and redirect users who do not have access to the KB Admin site.
3.	Password	This is the administrator’s password.
4.	Set the rules for the Redirect Rules Criteria:	Choose Is or Not depending on whether you want the group you add to be included or excluded from the redirect. For example, if you select Is + SP Group + [Site] Visitors, then the [Site] Visitors SharePoint group will be redirected away from the KB Admin site. If you select Not for this same criteria, then all other groups except the [Site] Visitors will be redirected to the KB Client site. Select SP Group or AD Group from the drop down and choose the group to be included in the rule. To add more groups, click Add More Groups and select AND to include everyone within both groups or OR to include anyone in either group.
5.	Redirect to: Enter the site URL for the KB Client site. Or, choose None for the group, then enter “./” in the Redirect to field to provide the relative path.	Users who do not have permission to view the KB Admin site will be redirected to the KB Client site.
6.	Click Add More Criteria to add additional criteria rules, if desired.	Click Apply and then OK to save your changes.

See the Group Redirect web part online documentation for more information.

Configure the General Settings of your Schema-based Rollup

Create a new List Rollup Schema

You will not be able to create your schema until you provide a unique name for it. To name your schema, follow these steps:

Step	Action
1.	Click Schema Settings.
2.	In the Schema General Settings dialog, enter a name for your schema in the Name of Schema box. This name needs to be unique in the site. If desired, enter a Description as well.
3.	When ready, click Save to save your configuration and close the dialog. Otherwise, click Cancel to close the dialog without saving anything.

Step

Action

Click Schema Settings.

In the Schema General Settings dialog, enter a name for your schema in the Name of Schema box. This name needs to be unique in the site. If desired, enter a Description as well.

When ready, click Save to save your configuration and close the dialog. Otherwise, click Cancel to close the dialog without saving anything.

Create a new List Rollup Schema

Configure the Current User Filter Web Part

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The Current User Filter is designed to filter out items that aren’t associated with the currently logged in SharePoint user; it can also be used to exclude items that don’t match certain parts of the current user’s profile (name, phone number, department, etc.). To connect and configure a Current User Filter, follow the steps listed below.

Step	Action	Result
1.	Sometimes when you add this web part to a page, you may not see anything on the page but a rectangle where your web part should be. If that happens, you may have to open the Ribbon and Edit the web part properties.	Click Web Part in the Ribbon. Click Web Part Properties to see the tool pane open on the right of your screen.
2.	Within the tool pane, you have a couple of ways to get values for the Current User filter. In this screenshot in the Select value to provide field, you see the radio button is selecting by Current user name.	If you choose the next option, SharePoint profile value for current user: You will see a drop-down selector containing columns within a SharePoint profile. (These columns are specific to your environment.) Choose a column from the drop-down that you want to base your filter on from the user profile. If you select this option, you are filtering out results that match the selection. So for example, if you choose Department, then all records that match the department value will not appear in the results.
Advanced Filter Options
1.	Send Empty if there are no values	This means that the filter will show results even when the column on which you are filter has no content.
2.	When handling multiple values	Three choices to select if results contain multiple values. Send only the first value – only the first result will display Send all values – all results will display Combine them into a single value and delimit with [blank text box for you to fill in] – if you want to
3.	Text to insert before values	In this option you have the option to pre-fill the results with certain text.
4.	Text to insert after values	In this option you have the option to end the results with certain text.

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Create the Connection

Step	Action	Result
1.	After you have made your changes on the tool pane, edit the web part to open the connections choices.	In this example, we have selected to send the filter to the list.
2.	You have a couple of ways you can connect the filter web part to the list web part on the page.
3.	When you make a selection to Send Filter Values To a list, a dialog box opens on which you need to make more configuration choices.	Step 1- Select Get Filter Values From
4.	After choosing your connection, the view switches to the next step where you pick which column in your list that contains the data you want to filter. In our example, we are pulling data from a column called Choices.	Step 2 – Configuring the Connection
5.	Click Apply and click OK to save your changes.

Configure the Choice Filter Web Part

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One of the filters in Filters Collection is the Choice Filter, which is designed specifically to connect to a SharePoint List web part that you are displaying on a SharePoint page. After the Choice Filter web part is added to the page and the tool pane configured, a second step is required. You need to make a connection between the Choice Filter web part and the list on your page so that it knows where the source of your data is and on what column in the list to filter.

If you don’t make that connection, you’ll see this message on the page.

Step 1 – Configure the Choice Filter
Add the Choice Filter web part to the page and configure the tool pane.
Step 2 – Create the Connection
Make the connection between the Choice Filter web part and your list that you are displaying on the same page.

Configure the Choice Filter

Step	Action	Result
1.	Edit the web part on the page and name your filter.	The default name matches the type of filter you are using; in this case, it is the Choice Filter.
2.	In the text box, enter the choices on which users will be able to filter. If you want to select all the choices from a list Choice type column, open another window on your browser, navigate to the list and open the list settings. Copy the choices from the list’s Choice column and come back to this window and paste them into this box.
3.	Decide what type of filter your end users will see. The Checkboxes filter may not be enabled based on the type of column on which you are filtering.
4.	Expand the next section of the tool pane to see the options for advanced filters. You can require users to choose a value, enter a default value for the filter and show values that contain no data.
5.	Click Apply and click OK to save your changes.

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Create the Connection

Step	Action	Result
1.	After you have made your changes on the tool pane, edit the web part to open the connections choices.	In this example, we have selected to send the filter to the list.
2.	You have a couple of ways you can connect the filter web part to the list web part on the page.
3.	When you make a selection to Send Filter Values To a list, a dialog box opens on which you need to make more configuration choices.	Step 1- Select Get Filter Values From
4.	After choosing your connection, the view switches to the next step where you pick which column in your list that contains the data you want to filter. In our example, we are pulling data from a column called Choices.	Step 2 – Configure Connection
5.	Click Apply and click OK to save your changes.

After you have completed your configuration, the page is ready for end users to interact with. In the examples below, the first screen shot shows no choices made in the Choice Filter web part.

In the next screen shot, a choice was made using the Choice Filter web part and the list view shows data filtered by that choice.

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Configure the Calendar Page Web Part Tool Pane

Return to Configuration Overview

Use the following procedure to manually configure the Calendar page Web Part.

NOTE: Many of these options are pre-configured when the Schedule Board Site is created and the web parts may no longer work properly if they are changed. Those options are marked as such in this procedure.

Step	Action	Result
1.	Edit the web part and select the Bamboo In And Out Calendar List from the drop down list. This is the list that will hold the event data that determines In/Out status for each user. By default, the “Bamboo In And Out Calendar List” view is selected.	The Schedule Board site template creates this list automatically, and it is not recommended that you change this value.
2.	Select the Bamboo In And Out Calendar View from the drop down list. This is the View that will be used to determine which items on the Calendar List will be included on the Schedule Board. By default, the “Calendar” view is selected, and it is not recommended that you change this value.
3.	Select the Column to Color Code from the drop down list. The contents of this column will be used to determine how each user’s information will be color coded on the Schedule Board. By default, “Status” is selected.
4.	This section is not visible until you select a column in Step 3. You can pick the hex colors for each of the available values. To automatically apply colors to all values, click AutoSelect.
5.	Select the Location Column from the drop down list.	The contents of this column will be used to provide location information for each event so be sure your users fill it in. Select Start Date Column: Select End Date Column: Select User Login Name Column: Allow Show Status In: Select to display status even when users are scheduled as “In”; if this option is not selected, the Web Part will only display those who have an out of office status on the calendar. Users per page: Note that exceptionally large numbers of users per page may negatively affect performance.
6.	SharePoint User Info List Options	Depending on whether you select the User Info List or the Contact List on which to base your user data, there are some columns that need to be filled in. Select Display Name Column: The selected column’s values will display under the Employee/Subject Column in the Web Part interface. Width: Enter the number of pixels wide you want to set the Display Name column. Select User Login Name Column: This is the list that contains valid user login names. The login name is used to associate an event with a particular user. Select Department Column: This column will be used to quickly sort users into groups; the default setting is “Department”. Show Only Users in This Department: To show only the users from certain departments (or groups), add any departments you want displayed in the Calendar Schedule Board view from the Available Departments list to the Display Departments list. Select Run-time Filtering Columns: Optionally, you can toggle the Web Part’s Display Settings by selecting or deselecting the Expand All Items and Allow Runtime Filtering check boxes: Select a Run-Time Filtering Column. This is the column that can be quickly sorted alphabetically by clicking the A through Z links at the top of the web part. By default, this is set to “Name”, so that clicking on “J” would display all users with first names that began with “J”. Expand All Items: To automatically show all events for all users select the Expand All Item check box.
6.	Contact List	If you select Contact list, you still have some of the same columns as above, except the web part needs to make a connection to know which list you are picking data from. Enter a SharePoint Site URL: Enter the URL of the SharePoint site containing the Contact List. Connect: Click the button to make a connection to the site. Select Contact List: Choose from the available lists shown in the drop down. All subsequent column choices are identical to above.

Configure the Bamboo Lookup Selector

Bamboo Lookup Selectors are added to a list just like the standard column types included with SharePoint.

To add a Bamboo Lookup Selector column to a SharePoint List by doing the following:

Step	Action	Result
1.	Add the column to a list From the list, click List located in the List Tools tab. From the List toolbar, click Create Column located in the Manage Views section.
2.	Name the column.
3.	From the Create Column screen that appears, select the Bamboo Lookup Selector option.
4.	Additional Column Settings	Enter the URL of the site that contains the list to be referenced by the new column in the Source Site URL field.
5.	Click the green arrow to access the site, and update the Source List drop-down.
6.	Select a list from the Source List drop-down menu.
7.	From the Display Column drop-down menu, select a column from the Source List. The Lookup Selector column will populate the new drop-down with these values.
8.	To enable users to make more than one selection, select the Allow multiple values option.
9.	To create a dependency between this column and another one, select the Make this a dependent column checkbox. Once the checkbox is selected, new options will display.
10.	Which column in this List triggers a change in the Display Column	Select a column from the current list; the value entered into this field by the user will determine what values appear in the Lookup Selector itself.
11.	Which column in the Source List determines the values to filter on	Select a column from the Source List; this value is used to determine which values from the source list corresponds with the user-entered value in the current list.
12.	Click OK.	The column is now added to your list.

Configure Text Filter Web Part

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There are two steps to configuring the filter.

Configure the tool pane
Connect to the data

The Text Filter is designed to filter out items that do not contain certain text values in a given list column. To connect and configure a Text Filter, follow the steps listed in this section.

Configuring the Text Filter

When you first add the Text Filter web part to the page, it will indicate that it needs to be configured, as pictured here.

Edit the web part to open the tool pane so you can start configuring the settings.

Options	Step	Action
	1.	Enter a name for the filter in the Filter Name field.
	2.	Enter a maximum length for the filter (in number of characters).
	3.	Select a default value for the filter to use.
	4.	To force users to select a text filter, select the Require user to choose a value option. (This is optional.)
	5.	To set the width to a specific size, enter it in the Control width in pixels field. To allow the field to size itself automatically, leave the value at “0”.
	6.	Language Settings

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Connecting the Text Filter to a Web Part

Once you’ve configured the Text Filter, you’ll need to connect it to the web part you want it provide data for. Until the filter is connected to a web part, it won’t do anything, and you’ll see the message displayed below.

Use the following procedure to connect the Filter.

Step	Action	Result
1.	If you haven’t already done so, add the web part that should receive filtered data to the current page.
2.	From the Site Actions menu, select Edit Page.
3.	From the Text Filter web part’s Edit menu, select Connections > Send Filter Values To > (your destination web part).	NOTE: You can also do this from the destination web part, by selecting Connections > Consume Filter From > Bamboo Text Filter Web Part.
4.	From the Text Filter web part’s Edit menu, select Connections > Send Filter Values To > (your destination web part).	NOTE: You can also do this from the destination web part, by selecting Connections > Consume Filter From > Bamboo Text Filter Web Part.
5.	From the dialog that pops up, select the List Column that the filter should be based on.	Remember, the List the web part is using as source data is determined by the web part, not the List Filter. So if you’re connecting to a Calendar web part that is configured to use data from the “Events” List, the available columns in this dialog will be from that List.
6.	Click Finish.	The dialog will close and your Filter is now ready to be used.

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Configure Task Master Working Hours

Return to Working Hours Configuration

By default, Task Master uses a 24-hour workday. This means that task Start and Due Dates can fall anytime of the day. To designate certain hours of the day as working hours and exclude all other hours from task scheduling, you must configure Task Master to enforce working hours.

Step	Action
1.	On the page where you’ve placed Task Master, open the configuration tool pane. Click the arrow to the right of the title bar and select Edit Web Part (or Modify Shared Web Part on SharePoint 2007).
2.	In the Working Hours Settings, select Enforce these working hours.
3.	Enter the Start and End times for your workday. Tasks will only be scheduled during these hours.
4.	If you want to exclude lunch breaks from your working hours, select Exclude lunch time and enter the Start and End times for your lunch break.
5.	Click Apply and then OK to save your settings.
6.	In the Task Master web part, click the Recalculate button in the toolbar menu. Your task schedule will be updated to only include the hours you specified as working hours.

Your task list Start and Due Date column format must be configured as Date & Time to support working hours. The Start and Due Date column format in the Bamboo Project Task List included with Task Master is already configured as Date and Time. To check the configuration of your task list (and to update it, if necessary), see Configure a Task List to Support Working Hours.

The example below, using working hours configured for 9 AM to 5 PM, shows how a task is scheduled when working hours are enforced.

NOTE: Task Duration is calculated based on Start Date and Due Date.

In the Task Master Web Part, create a new task with a Start Date and Due Date as shown below. Notice that the Start time falls outside the configured working hours.

Start Date and Time: May 21, 2013 at 7 AM
Due Date and Time: May 21, 2013 at 9 PM

Click the Recalculate button in the toolbar. The Start and Due dates and times of the task become:

Start Date and Time: May 21, 2013 at 9 AM
Due Date and Time: May 21, 2013 at 5 PM

Since the working hours are 9 AM to 5 PM, Task Master ensures that your tasks are scheduled only during these hours. In this example, the task is moved to the start of working hours the same day.

Return to: Task Master Working Hours Settings

Configure Task Master Workdays

Return to Working Hours Configuration

Task Master uses a 7-day workweek. Saturdays and Sundays are not excluded from task schedules by default. In Task Master R3.0 and higher, you can define the workdays for your project. To configure workdays, edit the Task Master web part settings to select the days of the week your project should include:

Step	Action
1.	On the page where the web part resides, open the configuration tool pane. Click the arrow to the right of the Task Master title bar and select Edit Web Part (or Modify Shared Web Part in SharePoint 2007).
2.	In the Working Hours Settings, select the days of the week that should be considered Workdays.
3.	Click Apply and then OK to save your settings.
4.	Click the Recalculate button in the toolbar menu. Your task schedule will be updated to only include the days you specified as workdays.

The example below shows how a task is scheduled to exclude weekends.

Task Master is configured with Workdays of Monday through Friday. Task Duration is calculated based on Start Date and Due Date.

Create a new task with a Start Date and Due Date as shown below. Notice that the Due Date falls on a day that is not a workday.

Start Date and Time: September 26, 2011 at 9 AM (Monday)
Due Date and Time: October 1, 2011 at 5 PM (Saturday)

Click Recalculate. The Start and Due dates and times of the task become:

Start Date and Time: September 27, 2011 at 9 AM (Monday)
Due Date and Time: September 30, 2011 at 5 PM (Friday)

Since the workdays are Monday through Friday, Task Master ensures that your tasks are scheduled only on these days. In this example, the task Due Date is moved to the previous workday.

Return to Task Master Working Hours Settings

Configure Task Master Holiday List

Return to Working Hours Configuration

In Task Master R3.0 and higher, holidays can be excluded from task scheduling. To exclude holidays, first configure a SharePoint Calendar list with the holidays observed by your project team. Holidays must be configured as Yearly events; Task Master will ignore any other events on the Calendar.

After your holiday list is created, reference the list in Task Master:

Step	Action	Result
1.	On the page where you’ve placed Task Master, open the configuration tool pane.
2.	In the Holiday List Settings, select the Calendar list that includes your holidays. You can select a holiday list in the same site as the Task Master web part, or you can enter the URL of a different site that contains the holiday list.
3.	Click Apply and then OK to save your settings.
4.	In Task Master, click the Recalculate button in the toolbar menu. Your task schedule will be updated to exclude holidays. The example below shows how a task is scheduled when a holiday list is configured.

Task Master is configured with a holiday list that includes a 2-day Bank Holiday on July 22nd and July 23rd. Task Duration is calculated based on Start Date and Due Date.

Create a new task with a Start Date and Due Date as shown below. Notice that the Due Date falls on the holiday.

Start Date and Time: July 8, 2013 at 8 AM
Due Date and Time: July 22, 2013 at 5 PM

Click the Recalculate button on the toolbar. The Start and Due dates and times of the task become:

Start Date and Time: July 8, 2013 at 9 AM
Due Date and Time: July 19, 2013 at 5 PM

Since Monday, July 22nd and Tuesday, July 23rd are holidays in this example, Task Master ensures that your tasks are not scheduled on those days. The task Due Date is moved to the previous workday which is not a holiday.

Return to: Task Master Working Hours Settings

Configure Tab View for KB Client

The Client site home page is configured to display the Tab View webpart by default. Configure the Web Part using the steps below and see the this article for details on using Tab View

From the KB Admin site, edit the Tab View web part and go to Advanced Settings.

Step	Action	Result
1.	Enter the site URL for the Bamboo KB Admin site:	This field is already populated for you with the relative path URL. See Using Relative Paths for more information on the syntax for relative paths.
2.	Select a Display List:	This field is already preselected for you with the Bamboo KB Articles list.
3.	Select Default View:	Select the list view that you would like displayed in the tabs. The views configure which articles you will see and what item columns display in the tab navigation pane. Default is the recommended initial setting.
4.	Tabs Displayed:	Configures which tabs, in what order, will be displayed.
5.	Feature Tab Options:	Toggles display of each category under the features tab.
6.	Include Subcategory Articles in Parent Category:	Toggles displaying articles associated with a subcategory in parent categories as well. For instance, the “Panda Bears” article is filed in Bears > Endangered > Asia. When this feature is turned on “Panda…” will display in the “Bears” and “Endangered” folders, in addition to the “Asia” folder.
7.	Records displayed per Category and Page:	Configures the number of articles that display in each category under the “Features” tab, as well as the records per page for other tabs and searches.
8.	Enter Display Article WP URL:	Enter the URL to the page that contains the Bamboo Display Article Web Part for displaying article content. This field is used for the KB Client site only. Make sure that you enter a relative path for the URL.
9.	Select a Language:	Select this option to set the language used on the user interface of this Web Part. See Localize Bamboo Web Parts for your Language for more information.
10.	Click Apply and then OK to save your changes.

Configure SharePoint Settings

Overview of Password Expiration settings

You can optionally select which SharePoint Groups to be excluded from the Password Expiration rules. The members of the excluded groups will never see the expiration notice for their passwords.

NOTE: Only users with Full Control site permission can modify this setting.

All SharePoint Groups deployed to the site are listed.

Configure Settings for Active Directory

Overview of Password Expiration settings

This section defines the account that accesses the user objects in the domain to determine their password status. The following settings can be specified:

Domain Name: Enter the domain name where the specific account resides.
Account Name: Enter an account name that will read the user’s current password. If the Password Setting Object (PSO) policy is enabled, this account must be a domain administrator, otherwise, enter an account for the domain administrator with read-only access rights to the Active Directory user information.

Password: Enter the password for the Active Directory account.
Fully Qualified Domain Name: Enter Fully Qualified Domain Name where the account resides.

Configure the PM Central Resource Assignments Gantt chart

The Resource Assignments Gantt Chart displays information from lists that are populated by a scheduled timer job, the Bamboo Gantt Chart Timer Job, which by default, runs daily.

When the Bamboo Gantt Chart Timer Job runs for the first time, it will create the Gantt Chart Information list and extract data from the tasks list of all the projects, save the items, and display them in the report. The next timer job will extract and copy the data from the Bamboo Gantt Chart Information list to the Bamboo Gantt Chart Information Backup list, add new items to the list and then delete the Bamboo Gantt Chart Information list. The web part will display information from the updated list.

When working with the Resource Assignments Gantt report keep in mind:

Only users with Full Control or Design permissions can access the Resource Center by way of the PM Central Control Panel.
Assignments are only displayed when a resource has been associated with a task, using with the Assigned To or Resource fields in the task.
By default, 20 items will be displayed per page.

To change the number of items in a page view:

Step	Action
1.	From the PM Control Panel, click the Resource Management link
2.	Go to the Resource Assignments report, and edit the Resource Assignments web part
3.	Under the header Bamboo Gantt Chart Configuration, change the page size to the desired setting. Important: It is not recommended that you change any other attribute under the Bamboo Gantt Chart Configuration section as this could effect the Web Part’s ability to display aggregated data from multiple project sites.
4.	Click Apply and then OK

Configure Poll Admin Web Part

When you get ready to set up a Poll, the first thing you have to do is add the two web parts to a page or add each one to a different page. By putting the two web parts on individual pages, you can control permissions for who can manage the poll and who can use the poll for voting through page permissions.

This topic covers the steps necessary to add the Admin web part to a page in order to use the web part to create a Poll.

Step	Action	Result
1.	Add the web part to a page.	Notice there are 2 web parts in the gallery when Poll is installed. For this exercise, select the first web part labeled Bamboo Poll Admin. Nothing has been configured; the web part has just been added to the page.
2.	Click the “Add Poll” button at the top of the web part.
3.	There are two items on the tool pane that you will want to look at for configuration.	Records per Page – Enter the number of poll records to be displayed in the web part. The Next and Previous buttons can be used in the user interface to browse through all the records. Select a Language – From the drop-down list, pick a language to translate the web part user interface and tool pane settings. You can also create your own translation or modify the default files available in the drop-down list. For more information, see Localizing the Language Setting. NOTE: The translation options for Spanish and French are currently all still in English. You must customize the files directly to translate the Web Part user interface to the language you require.
4.	On the web part itself, the only column that is required is the Poll Title.	Poll Title – This column is required. Expires On – This is a date when the Poll can no longer be used for voting. Published – Click Yes to publish the Poll or No to publish later. Allow Anonymous Voters – If you select Yes, anonymous users can vote on the poll. If you select No, only authenticated SharePoint users can vote. Multiple Selections Allowed – Click Yes to allow voters to respond to the poll multiple times. NOTE: Once users vote on a poll, the poll results are automatically displayed and the user is prevented from voting again unless you click Yes to allow multiple votes. Once these users close their browser, open a new browser and navigate back to the voting page, they will be able to submit another vote. In this screenshot, the Category(s) section is greyed out. This area is reserved for future features. Currently these check boxes do not affect any functionality in this Web Part.
5.	Click the Save button above the Poll Title to save this poll.

Now that you have configured the Admin side of the Poll, you will want to Configure the Poll Voting Web Part next.

Configure Password Expiration Rules

Overview of Password Expiration settings

This section determines the behavior of the Password Expiration Web Part. For further details of the Web Part behavior, see Use Cases. You can configure the following settings:

Redirect Page URL: Depending on the configuration, the user will either be automatically redirected to this URL, or the URL will be displayed in a message.
Grace period: If the currently logged-in account’s password expires in fewer days than specified in the Grace Period, the currently logged-in user sees a message or is redirected to a different page based on the Web Part configuration.
Automatically redirect users to the above URL: If selected and the user’s password expires within the Grace Period, the user will be automatically redirected to the URL listed in the Redirect Page URL setting. For more details, see Redirect Users to Change Their Password.
Display message in the Web Part: If selected and the user’s password expires within the Grace Period, a message defined in the rich text box is displayed. You can modify the message to meet your specific needs.

For more details, see Display a Message on a SharePoint Page.

Configure Navigator Look and Feel Settings

In the Web Part Tool Pane you can configure the following Look and Feel Settings to customize the Web Part Menu to individual needs. From release 1.5, it is possible to edit the skin and apply changes via the CSS also. See Customizing Navigators for more information.

Step	Action	Result
1.	Inherit from site theme. Select this option to change the skin to reflect your site theme.
2.	Custom Style. Select this option to apply custom style settings.
3.	Menu Style. Set skin and font format.
4.	Select Skin. Choose from the drop-down list to select from the available skin types.	See images below to see examples of how changing skins changes the look and feel of the web part.
5.	Font Format. Click on the checkbox with letter “A” to configure font settings in a dialogue box. Select Font (use the arrows for selection), Style and Size to format font.	Click OK and the selected format is displayed in the sample box. Change the color by picking a new color for Foreground and hover and select respectively. Click apply and ok and the selected format is displayed in the sample box.
6.	Automatically resize the Menu. This box is set by default. Deselect this box to set menu size manually.
7.	Menu Size. Add pixel(px) value for setting width of the menu.

Results of Skin Changes

Navigator Menu with Web 20 skin applied

Navigator Menu with CSS Green skin applied

Navigator Menu with Inox skin applied

Configure Mailbox Display Settings

Return to Connecting to an Exchange Calendar

In this section of the tool pane, you will configure a few more display options:

Step	Action	Result
1.	Search for a mailbox in the Global Address List:	To search the Global Address List for additional mailboxes, enter a display name into the Search for a user in Global Address List field and click the Find button Select the name Press the > button to move the name into the Selected Mailboxes box The mailbox name now shows in the Selected Mailboxes box Use the up and down arrows to re-order the mailbox names
2.	Set Primary Mailbox to read-only mode	Select this option to display all items from the Primary Mailbox in read-only mode. Other users will not be able to create new appointments or meetings. This option applies to the Primary Mailbox only; all Secondary Mailboxes are read-only by default.
3.	Allow only creator of Primary Mailbox’s Meetings or Appointments to cancel events	Select this option to allow only the event creator to cancel an event.
4.	Hide Exchange events marked as Private	Select this option to display only public calendar events.
5.	Invert color coding style	By default, the fill color for an event label represents the mailbox owner and the border color indicates the event color-code setting. Select this option to reverse the color style so that the border color indicates the mailbox owner instead.
6.	Allow user to select which mailboxes to display	Select this option to allow users to choose which calendars to display in individual views of the Web Part page. Note: This option does not affect the calendars that are displayed for other users.
7.	Show mailbox owner names	Select this option to display the user name of the mailbox owner associated with each calendar event.
8.	Hide mailbox owner names	Select this option to hide the user name of the mailbox owner associated with each calendar event.
9.	Allow user to hide/show mailbox owner names	Select this option to provide users with an option to hide or display their user name when creating calendar events.

Configure List Search Simple for Discussion Board Plus

Return to Configuration Overview

When you install Discussion Board Plus for SharePoint, List Search Simple is also installed. List Search Simple lets you configure a search page for your Discussion Board Plus list so users can search discussion board posts for relevant content. The search page is not created automatically. Follow these instructions to add the web part to a page and modify the properties to configure the web part to search Discussion Board Plus.

Click the List Search Simple Web Part Settings button to display the Web Part Settings page.

IMPORTANT: You must disable pop-up blockers for the site to display the Web Part Settings.

Step	Action	Result
1.	In the List Search Simple Web Part Settings page, click the Search Criteria Configuration tab.
2.	In the Enter a SharePoint site URL box, type the path to the SharePoint site that contains the Discussion Board Plus list you want to search.	NOTE: The Discussion Board Plus list can reside in the same site, a different site, or a site in another site collection, as long as it is in the same Web application. Site URLs can be absolute (http://servername/site) or relative (./site). Bamboo recommends using a relative URL if the Web application has multiple access points using Alternative Access Mappings (AAM) or if the Web Part will be saved as part of a site template. In the Select a list or library drop-down list, select the Discussion Board Plus list you want to search.
4.	In the Search Columns section, select the following columns and click the > button to move them to the Selected Columns list.	Hold down the CTRL key to select multiple columns. To reorder how the columns are displayed in the List Search Simple Web Part search page, click on a column name and click the up or down arrow. A suggested order is included in the list below. Subject Body Created By Rating Column (if a Bamboo Rating column was added to the Discussion Board Plus list) Is Sticky Mark as Answer Tags (if Tagging was enabled in the Forum Settings) Suggest as Answer
5.	Review the remaining settings in the Search Criteria Configuration tab.
6.	Click the Search Results Configuration tab. The Search Results Display settings are preconfigured for optimal performance with Discussion Board Plus lists and cannot be changed. Review the Search Result Options and make any changes to options available when viewing search results.	When you have reviewed all settings, click Save & Close in the List Search Simple Web Part Settings page. Click OK in the Web Part tool pane.

List Search Simple is now configured and ready to search the Discussion Board Plus list. For more information about each List Search Simple configuration setting, review the List Search Simple Configuration Tool Pane Overview.

Configure In/Out Schedule Board

In/Out Schedule Board consists of three web part pages, tied together with a custom site template. The template gives you easy access to the Home, Calendar, and My Status web parts, and lets you and your users to enter any scheduled items that will alter your In/Out status. Given View permission, anyone can also review the current and future status of team members and co-workers.

Along with the web parts, the site template also creates several SharePoint lists, for storing data used by the Schedule Board. They include:

Bamboo In and Out Calendar List – contains date, location, and other scheduling information, which is used by the different web parts to display status
Contacts – contains full list of tracked users, as well as contact information and user information; In/Out Schedule Board can also be configured to use the SharePoint User Info List, instead.
Picture Library – stores profile pictures referenced by the Contacts list, and used in the Home view
Attendees – standard list included with Meeting Workspace sites (not used by In/Out Schedule Board )
The Home and Calendar web parts are designed to be used within the In/Out Schedule Board Site Template only; however, the My Status web part can be added to any site and – once assigned to a working In/Out Schedule Board site from the tool pane – used to view and modify the status of the currently logged-in user. Alternatively, the part can be added to a user’s My Site page, where it will display the status of the site owner.

Configure Hello Web Part

Hello Change the display message welcoming users to your SharePoint site according to the time of day (i.e., Good Morning, Good Afternoon, Good Evening).

First, add the web part to a page
Next, edit the web part to customize the greeting(s).

When you first add the web part to a page, you will automatically see the greeting in a aqua colored font. You have several options in the configuration tool pane to change not only the font color, but other formatting as well.

Step	Action	Result
1.	You can set up a greeting for the morning time frame; depending on how the server time is set, users arriving at the site will see a morning greeting up until noon server time.
2.	Enter an afternoon greeting; you do not have to enter a different greeting for afternoons but you can.
3.	The evening greeting is also an option.
4.	Pull down the drop-down selector to see the variety of font colors to display the users’ names.
5.	By checking this box, you can bold the name of the user visiting the site.	In this example, the font color was changed to maroon and Bold was checked.
6.	You can set the font of the user’s name in italics when you check this box.	In this example, the User’s name is in italics, but not bold.
7.	And you can underline the user’s name by checking this box.	In this example, the font color selected is maroon and all three boxes were checked; the user’s name results in being bold, italics and underlined.
8.	Always click the Apply button before you click the OK button to save your changes.

Configuring Group Email to use SharePoint recipients

Overview of Group Email configuration toolpane

When configuring Group Email you will be able to choose where recipient information will be obtained. Will email information come from SharePoint or Active Directory?

When using SharePoint, two configuration options are available:

Send email to all users of the site
Send eamil to a set of users whose email information is maintained in a SharePoint list on the current site.

SharePoint Site

Group Email can be configured to send messages to ALL users who have permission to access the SharePoint site where the web part resides

Step

Action

Display

Maintain the default configuration with the SharePoint Site radio button selected

Image of Group Email configuraition tool pane set to use SharePoint Site by defalt

Keep the Select email address from list box unchecked.

NOTE: When this box is unchecked the web part will send email to all users in the current site using the email addresses in their user profile

SharePoint List

Send email to a set of users whose email information is found in a list on the site

Step	Action	Display
1.	Keep the default configuration with the SharePoint Site radio button selected
2.	Check the Select email address from list: check box
3.	Select a list on the current site from the drop down
4.	Select the pre-defined view from the drop down
5.	Select the column in the view that contains email addresses

Overview of Group Email configuration toolpane

Configure Group Edit Permission by Department

Return to Overview of Web Part Configuration

This section of the tool pane is where you configure the web part to allow either users and/or Site Collection Administrators to edit their own profile information.

Step	Action	Result
1.	Allow users to edit their own profiles	Select this check box to allow users to edit their profiles. If this check box is not selected, users can only view their profile. This check box overrides the Editable permission assigned in the Configure User Profile Fields section further down in the tool pane.
2.	Allow Site Collection Administrator to edit profiles	Select this check box to allow Site Collection Administrators to edit all user profiles.
3.	Configure Group Edit Permission by Department	Select the field or list column that contains the Department information for each user profile.
4.	Assign User Group Edit Permission	For each department, select the user group that has permission to edit user profiles for the selected department. Users in the selected group can edit profiles of users in the designated department.

Configure List Rotator on Grants Mangement master site

Configuring Grants Management

After creating a new Grants Management master site, there are a few things you will want to configure before you open up the site to your users. The first is the List Rotator web part that sits at the top of your master site.

	No.	Setting	Description
SharePoint 2010 web part	1.	Select a Language	Read detailed information here about setting up the language for your environment.
	2.	Select List	Select from the selection list provided. All available lists are displayed. We default to the announcements list.
	3.	Select View	Select the view from the selection list provided. All available views for the selected list are displayed. The data displayed will be based on this view. The web part defaults to the Expired view within the announcements list; but you can change it!
	4.	Select Style	Select the style from the selection list provided. All available styles for the selected list are displayed. Default style leaves the HTML and CSS for the Web Part as is. Custom style automatically uses the custom source HTML and CSS styles included with the Web Part and available for your modification. This allows you to display images and image column data based on the selected list and list view. See Styling the Web Part for more information.
	5.	Rotate Style	Select the display effect from Scroll, Smooth Scroll, Random* or Slideshow.
	6.	*Effect	The Effect choices are disabled unless you pick Random in the Rotate Style above. The choices are GradientWipe, Pixelate and Dissolve.
	7.	Direction	Select the scroll direction from Left, Right, Up or Down.
	8.	Select Speed	Default: The default speed is Medium but you can change it to Fast or Slow speed for the rotating effect. Delay Effect: If the default speed selection Fast, Medium, or Slow still does not fit your need you can enter the delay effect here to further control the rotating speed. The higher the number is the slower the rotating speed.
	9.	Rotating Item Order	This option is displayed only when you choose Scroll rotating style. By default, list rotator will rotate the items in the list by the order specified in the selected view. Choose “Random” option to start rotating the items randomly.
	10.	Number of Items to Display	You can specify the number of items to display per rotation.

Configure Exchange Calendar Settings

Return to Connecting to an Exchange Calendar

After connecting to an Exchange calendar, configure the display settings for the calendar view.

Step	Action	Result
1.	In the Configuration of MS Exchange 2007/2010/2013 section of the tool pane, use the Selected Columns list to select a column that contains the text you want to display as the event label (title) in the calendar.
2.	Select columns to display in a tooltip when users hover with a mouse over an item in the calendar. Select columns in the Available Columns list and use the arrow buttons to move them to the Selected Columns list. Use the up and down arrow buttons to reorder selected columns. To select multiple columns at once, hold down the SHIFT or CTRL keys.
3.	Select a column to color code by and then select a color to use as the border color for each possible event type (determined by the column you just selected).	For example, if you choose to color-code your events by “Status”, and you set the color for “Free” to blue, all events with Free status will be displayed with a blue border on the Calendar. Click Auto Select to automatically assign a unique color for each choice.
4.	Select how to display the event duration on the calendar, and the date/time fields used to determine the event start and/or end time.	To display events on only the start or end date of the event, select the Events defined by option and select either the start date or end date field from the list. For Exchange events, event duration is usually defined by the Start Time and End Time fields. To display an event on the calendar for its entire duration, select the Interval of events defined as option and select the start date and end date fields in the Between and And lists.

Your Exchange calendar is now configured.

NOTE: Remember if you choose the option to display events from a SharePoint list and events from the Exchange mailbox on two separate calendars, you will need to configure the SharePoint list-based calendar now.

Configure Display Settings

Back to Create a New Chart

Display settings are found under Chart Setup > Display > General Settings. Use the Advanced Settings tab to configure deeper styling details for the canvas, axes, and legends and to add custom CSS.

Chart Title

Display Chart Title – Toggle display of chart title and customize the title name & position on the canvas.

Legend & Tooltips

Display Legend – Toggle legend display.
Position & Arrangement – Toggle where the legend is placed on canvas and how the items in the legend are arranged (vertically or horizontally listed).
Display Tooltips – Toggle tooltips, which display additional data when users hover over an item on the chart.

Chart Theme

Choose a set of colors from a list of pre-set themes. For additional customization, see the Advanced Settings tab.

Series Color

Customize the color of each series using the arrow buttons. You can use either hex codes or the color picker. These automatically update when you choose a theme. If you change these after choosing a theme, you override the series color defaults for that theme.

Advanced Settings Tab

The advanced settings tab allows granular control over colors, fonts, and borders for the chart area, legend, and axes.

Click on the A icon, the font editor, to open the settings menu. Adjust colors and border settings using the dropdowns.

You can also add custom CSS here.

Chart Series Line Properties

For Line Charts, you can configure the Line type (solid, dotted, etc.) and width in pixels.

Back to Create a New Chart

Configure Display Options

Return to Configuration Overview

The following options are available to customize the display of Mini-Calendar:
	Mini View is a medium-sized calendar	Micro View is a tiny calendar	Year View displays only the months of the year If you select the Year View calendar view, Display Today in Year View will display the text Today is [current day and date] at the bottom of the calendar.

Make your choice as to which calendar display you prefer and then choose the other options as described below:

Step	Action	Result
1.	Asynchronous Mode	Asynchronous Mode allows other elements of the SharePoint page to be displayed before Mini-Calendar finishes loading. If this option is enabled, the page will load first, followed by the Web Part. If this option is not enabled, the SharePoint page will not be displayed until Mini-Calendar data finishes loading.
2.	Maximum items to display per day in calendar	This setting defines the number of items that will be displayed in the tooltip when you hover over a date in Mini-Calendar.
3.	Select Style Sheet:	If Default CSS is selected, Mini-Calendar will use the master page CSS to define the color and style of the web part. Click Custom CSS to define a custom CSS for the Mini-Calendar Web Part. For more information about customizing the Mini-Calendar Web Part CSS, see the section CSS for Mini Calendar.
4.	Enter calendar width	This setting allows you to shrink Mini-Calendar views further by defining a fixed pixel width. Use this setting instead of the Height and Width settings in the Web Part tool pane Appearance section to prevent scroll bars.

Configure PM Central Department sites

Getting Started with PM Central	Create a PM Central Department Site

Department sites allow project managers and administrators to view, track and manage a subset of the portfolio’s projects according to specific filtering criteria that you provide.

When working with Department sites keep in mind:

Department sites will not display project information until a project site has been created that meets the filter criteria defined.
Department sites will be filtered by columns associated with the Project Health list
By default, you can only filter on values found in specific columns of the Project Health list (see image below). For information on how to filter a department site using the contents of a custom column added to the Project Health list click here

To configure a PM Central Department site

Step

Action

Click the Configuration settings link that is available on the home page of the department site Configuration Message

NOTE: Configuration Settings can also be accessed from the PM Central Control Panel on the department site.

Use the drop down selectors to specify the filter criteria for the department site.
The Bamboo Project Site Filtering Settings Web Part. By default, only the Project Name, Project Start Date, Project End Date, % Complete, Project Manager, Project Type, Project Status and Project Department columns are available for filtering

Important: Only the Project Health list columns shown above will be available by default in the Column drop-down selector. Information on how to add custom columns to the drop-down is available here

NOTE: The available operators may vary based on the type of column selected.

Click OK

Project Filter Web Part after the filter was applied

The Summary list timer job, which runs every 59 minutes by default, will continually update the List Rollup filters to ensure the contents of the department site are an accurate reflection of the specified filter.

Getting Started with PM Central	Create a PM Central Department Site

Configure Date Filter Web Part

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Return to Configuration Overview

The Date Filter is designed to filter out items that aren’t associated with a specific date. To connect and configure a Date Filter, follow the steps listed in this section.

Step 1 – Configure the Date Filter
Add the Date Filter web part to the page and configure the tool pane.
Step 2 – Create the Connection
Make the connection between the Date Filter web part and your list that you are displaying on the same page.

Configure the Date Filter

Options	Step	Action
	1.	Edit the web part to open the tool pane to modify the settings to your specifications. The first step is to enter a name for the filter in the Filter Name field.
	2.	Select a default value for the filter to use. The available options are no default value, any specific date, or a pre-set distance (before or after) from the current date.
	3.	To force users to select a date filter, check the box next to the Require user to choose a value option.
	4.	Language Settings

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Connecting the Date Filter to a Web Part

Once you’ve configured the Date Filter, you’ll need to connect it to the Web Part you want it provide data for. Until the filter is connected to a Web Part, it won’t do anything, and you’ll see the message displayed below.

Use the following procedure to connect the Filter.

Step	Action	Result
1.	From the Date Filter Web Part’s Edit menu, select Connections > Send Filter Values To > (your destination Web Part).	Note: You can also do this from the destination Web Part, by selecting Connections > Get Default Filter Value From > Bamboo Date Filter Web Part.
4.	From the Date Filter Web Part’s Edit menu, select Connections > Send Filter Values To > (your destination Web Part).	Note: You can also do this from the destination Web Part, by selecting Connections > Consume Filter From > Bamboo Date Filter Web Part.
5.	From the dialog that pops up, select the List Column that the filter should be based on.	Remember, the List the web part is using as source data is determined by the web part, not the List Filter. So if you’re connecting to a Calendar web part that’s configured to use data from the “Events” List, the available columns in this dialog will be from that List.
6.	Click Finish.	The dialog will close, and your Filter is now ready to be used.

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Configure Cost Tracking for PMC

When you enable cost tracking in Time Tracking and Management (TTM), TTM uses the labor rates assigned to cost codes to calculate the cost of work submitted in timesheets for each task. You can configure labor rates in TTM, or you can use labor rates from PM Central. Read the topics below to learn how to track costs for PM Central tasks and resources.

Select a data source for labor rates
Enter labor rates for project tasks
Enter labor rates for administrative tasks
View actual cost in PM Central (opens new topic)

Select a data source for labor rates

When you enable cost tracking in TTM, you must select where to obtain the labor rates for cost calculations. You can obtain labor rates from the TTM Cost Tracking list or you can use the Standard Rate for each resource in the PM Central Enterprise Resource Pool (ERP).

If you use the rates from the Cost Tracking list, you can define internal and billable rates to allow you to track the internal cost of labor vs. the billable cost.
If you use the Standard Rate field from the ERP, the same rate is used for internal and billable cost calculations.

NOTE: Labor rates for tasks in the Administrative Time list are always obtained from the Cost Tracking list, no matter which labor rate source you use.

To use the Standard Rate from the PM Central ERP for project tasks, perform the configuration steps provided in the

Make sure to select the following options:

In the Select Labor Rate Source section, select the Project Management Central option.
In the Copy Cost Data to PM Central section, check the option to Copy Actual Cost to the PM Central Tasks list. This setting is optional, but you must select it if you want to view actual cost in PM Central projects and reports later.

To define labor rates in the Cost Tracking list instead, perform the steps provided in the topic, but select Time Tracking and Management as the labor rate source.

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Enter labor rates for project tasks

Entering labor rates if your labor rate source is Project Management Central

To use labor rates from PM Central, enter a Standard Rate for each resource in the PM Central Enterprise Resource Pool. This rate will be used for internal and billable cost calculations. The rate from the ERP will be used for all project tasks assigned to that resource in any project.

After entering a labor rate, you must configure and assign cost codes before the rate can be used for cost calculations. See the instructions provided in the Creating Cost Codesand Assigning Cost Codes to Resources documentation for more information.

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Enter labor rates for administrative tasks

No matter which data source you select for labor rates, the labor rates for tasks in the Administrative Time list always come from the Cost Tracking list. To assign labor rates for Administrative Time tasks, perform the steps below. If you do not want to track costs for administrative tasks, you can skip these steps. Administrative task costs are not copied to PM Central, but reports in the TTM Report Center include cost data for these tasks.

Create tasks in the Administrative Time list. Select the Billable option on each task that you want to track costs for. If you want to track costs for some tasks and not others, select the Billable option only for the tasks you want to track.
Create cost codes for administrative tasks using the instructions provided in Creating Cost Codes.
Enter labor rates for each administrative cost code using the instructions provided in Entering Labor Rates.
Assign cost codes to ERP resources using the instructions in the Assigning Cost Codes to PM Central ERP Resources section of Assigning Cost Codes to Resources.

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Entering labor rates if your labor rate source is Time Tracking and Management

If you want to use the Cost Tracking list to define labor rates, add a list item for each cost code configured in the Cost Code list. For each item, enter an internal and billable labor rate to use for cost calculations. For detailed instructions about creating cost codes and entering items in the Cost Tracking list, see Creating Cost Codes and Entering Labor Rates. After you enter labor rates in the Cost Tracking list, assign cost codes to resources using the instructions provided in Assigning Cost Codes to Resources

NOTE: If you want to track costs for tasks in the Administrative Time list, you must use the Cost Tracking list no matter which labor rate source you use.

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Add or remove columns from TTM’s Timesheet Entry display

TTM Configuration Overview	Timesheet Entry Configuration

When configuring the Timesheet Entry Web Part in Time Tracking and Management (TTM) you will be able to select the columns that will visible to users in their timesheets.

Keep in mind:

Configuration settings will apply to all users
The Tasks Comments field cannot be hidden
Information on using the Timesheet Entry Web Part is available here

To modify columns in the Timesheet Entry data display:

NOTE: The following steps require you to have accessed the Timesheet Entry Configuration Settings screens by clicking the Timesheet Entry Web Part Settings button in the Web Part’s configuration tool pane.

Action

Result

From the Timesheet Entry configuration screen, click the Column Display Configuration button under Column Display Settings in the navigation tool pane. Image of the Navigation Pane

The configuration screen will be displayed on the right side of the pop-up window

#	Description
1	All columns are checked by default. Uncheck the columns that you do not want displayed in the web part. IMPORTANT: You will not be able to uncheck the Cost Code column if cost validation is enabled.
2	The Column Alias is the display name that will appear in the web part. Information on creating the column alias is available here
3	Identify the order in which columns should be displayed and the default column width in pixels Users will be able to dynamically adjust column width at runtime.
4	By default all tasks that occur in the given timesheet period are displayed under the appropriate project name header. Check the box to collapse tasks under the project header.
5	Check to include the Resource ID associated with the user in the Timesheet Resources list in the web part header. NOTES: 1. Resource ID is an optional field in the Timesheet Resources list. 2. The Resource ID field is not available if you are using a PMC Enterprise Resource Pool as the resource data source.

Configuration tool pane You have now configured the columns displayed in the Timesheet Entry Web Part.

Click these links for additional Web Part configuration topics:

Look and Feel (optional)
Language Settings (optional)

TTM Configuration Overview	Timesheet Entry Configuration

Configure an Exchange Calendar as a Data Source

Return to Configuration Overview

This topic covers how to configure your Exchange Calendar Settings. See Connecting to an Exchange Calendar to review that part of the configuration puzzle.

After connecting to an Exchange calendar, configure the display settings for the calendar view.

Configure Event Tile and Tooltips

Action	Result
In the Configuration of MS Exchange 2007/2010 section of the tool pane, use the Selected Columns list to select a column that contains the text you want to display as the event label (title) in the calendar.
Select columns to display in a tooltip when users mouse-over an item in the calendar. Select columns in the Available Columns list and use the arrow buttons to move them to the Selected Columns list. Use the up and down arrow buttons to reorder selected columns. To select multiple columns at once, hold down the SHIFT or CTRL keys.

Color-Code Calendar Events

Action

Result

Choose a column to base event color-coding on, and then select a color to use as the border color for each possible event type (determined by the column you just selected). For example, if you choose to color-code your events by “Status”, and you set the color for “Free” to blue, all events with Free status will be displayed with a blue border on the Calendar. Click Auto Select to automatically assign a unique color for each choice.

Select an Event Duration Option

Action

Result

Select how to display the event duration on the calendar, and the date/time fields used to determine the event start and/or end time.

To display events on only the start or end date of the event, select the Events defined by option and select either the start date or end date field from the list. For Exchange events, event duration is usually defined by the Start Time and End Time fields.
To display an event on the calendar for its entire duration, select the Interval of events defined as option and select the start date and end date fields in the Between and And lists.

Your Exchange calendar is now configured.

Configure a Task List to use with Task Master

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Return to Configuration Overview

To select and configure a task list to use with Task Master, follow the instructions below that apply to your scenario:

Configure a new task list
Configure the Bamboo Task Master Web Part for the first time
Upgrade an instance of an already-configured task list

Configure a new task list

When you add Task Master to a page, it is automatically configured to use the default Bamboo Project Task List in the current site. If you want to use this list, you do not need to do anything else to select it. See About the Bamboo Project Task List for more information about this default list.

Configure the Bamboo Task Master Web Part for the first time

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To use an existing task list in the current site, select it in the Select a task list drop-down list and click the Upgrade Task List button. Upgrading the task list adds the columns listed below to the list you selected, which enables Task Master to calculate task schedules properly. For a list of hidden columns that are also added, see About the Bamboo Project Task List.

To use an existing task list in a different site:

Step	Action
1.	In the Site URL box, enter the URL of the site that contains the task list you want to use in Task Master. If the task list is in the same site collection or Web application as Task Master, enter the relative URL to the site (./site or /sites/subsite). If the site is in a different Web application, use the absolute URL (http://servername/site). NOTE: Use a relative URL if the Web application uses Alternative Access Mappings (AAM) or if the Web Part will be saved as part of a site template.
2.	Click the arrow button to load lists in the site.
3.	In the Select a task list drop-down list, select the task list you want to use.
4.	Click the Upgrade Task List button. This action adds the columns listed below to the list you selected, which enables Task Master to calculate task schedules properly. For a list of hidden columns that are also added, see About the Bamboo Project Task List.

Upgrade an instance of an already-configured task list

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To upgrade an existing Task Master task list, click the Upgrade Task List button. You do not need to change your list or view. Any new columns included with the new version of Task Master will be added to the task list so you can take advantage of new features. See About the Bamboo Project Task List for a list of Task Master columns in the current product version.

When you click the Upgrade Task List button, the following fields are added to the task list you select to use with Task Master:

New Columns Added	Column Type
% Work Complete	Number (Percentage)
Actual Work	Number
Assignment Units	Number (Percentage)
Constraint Dates	Date and Time
Days Overdue	Bamboo Days Overdue Column
Duration	Bamboo Duration Column
Early Start	Date and Time
Early Finish	Date and Time
Late Start	Date and Time
Late Finish	Date and Time
Milestone	Yes/No
Parent Task	Lookup
Predecessor Task	Lookup
Remaining Task	Lookup
Remaining Work	Number
Schedule Status	Bamboo Task Status Indicator Column
Total Slack	Number
WBS	WBS Type
Work	Bamboo Duration Column

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