Documents Archive - Page 41 of 42

Adding Content to Bamboo Navigators List

When you click the Create List button in the Navigators Web Part Tool Pane, the Bamboo Navigators list is created. It stores the values for the menu options displayed in the web part.

NOTE: Prior to Release 1.5, The Bamboo Navigators list was created automatically when any Navigator web part was added to a page in the site. With Release 1.5 and later, click the Create List button in the web part tool pane to create the list. It is no longer created automatically.

Below is a screen shot of the new form that opens when you create a new item in the Navigators list. Each option is described below to help make sense of what you see in the list and how the data shows up in the Navigators menu.

No.	Column	Description
1.	Menu Title	This is the title that displays on the menu.
2.	Desc- ription	When users hover a mouse over the menu, this is the tool tip message they will see.
3.	URL	You can enter an absolute URL (starts with http://) or a relative URL (for the current site, the relative notation is a dot followed by a slash, ./). Relative notation is recommended.
4.	Parent Menu	This is a lookup column that looks up the Menu Title in this same list; use it to group your menu items. We recommend you first add all the parent menu items and subsequently add the child items that can look up to the parent. In our screenshot in No. 2 above, our parent menu is called “Bamboo Solutions” and one of the child items is “Bamboo Products.” We first added the parent so that the parent menu was available for lookup when adding the child item. IMPORTANT: Not all Navigator web parts support multiple menu levels. Do not select a parent if you are using the Bamboo Navigator Tab Strip or the Bamboo Navigator Menu with the Mega Menu option enabled.
5.	Sort Order	You need to specify an ordering sequence beginning with 1 to put your menu options in a given order. This column is not required by default.
6.	Icon URL	Each menu option can have an icon displayed next to it. If you decide to show these icons, enter the Icon URL in this column. Example: /_layouts/images/BambooNavigators/icon.gif
7.	Nav- igation	This is optional. Recommended for use when there is more than one Navigator per site using the same list. Add the names of the different Navigation Views to the Navigation field and use this column to create filtered views of the Bamboo Navigators list. Select the appropriate list view when configuring each web part instance.
8.	Mega Content	Use Mega Content to add additional menus for users to see. IMPORTANT: Only the Bamboo Navigator Menu and Bamboo TabStrip web parts support Mega Menus.
9.	Save or Cancel	Always click Save to save your changes. Cancel will close the form without retaining any data you entered.

Also see:

Using the Drag & Drop Menu Editor

Adding Comments on a Blog Post

Community Central allows blog readers to comment on blog posts. Comments are displayed at the bottom of a blog post after they are approved by a Community Central Moderator.

To add a comment to a blog post, click on the post title in the Blogs Home or blog site page to read it.

Step	Action	Result
1.	At the bottom of the post, enter comments in the Leave a comment section.
2.	If CAPTCHA is enabled, verify that you are a person by typing the letters you see in the CAPTCHA box.
3.	Click Submit Comment.	Your comment will be marked with a status of “Pending” until a Moderator approves it. Only you will see your comment until it is approved.

Administration Toolkit

Take control of your SharePoint environment! As your SharePoint deployment grows, don’t get bogged down with the cost and bottlenecks that come with using limited, out of the box tools. Below find a complete list of products included with your Bamboo Administration Toolkit.

Highlights	Release Notes

Everything about your suite or toolkit, from retrieving your license keys to downloading products included in the suite or toolkit, can be managed through My Bamboo. All Bamboo Toolkit products are license-protected and must be activated for use on each Web front-end server beyond the initial trial period. This requires the installation of the Toolkit License and Bamboo Web License Manager. Once you have installed these components, all products included in your Bamboo Toolkit can be activated using a single license key.

This section provides instructions for the following required steps:

To get started, log in to My Bamboo using the account information provided by your Bamboo Account Manager when you purchased your suite or toolkit. Until the license package is installed, the suite or toolkit will not appear in the Bamboo Web License Manager in SharePoint Central Administration.

Suite/Toolkit Installation and Licensing

Permissions

No need to license each product! All of the products within your toolkit are licensed through your Suite or Toolkit License. When you are ready to install a product that is part of your suite or toolkit, use the links below to open the product landing page where you can follow the instructions under each section to Install, Configure and Work With each specific product(s) that are included in your suite or toolkit.

NOTE: The web parts included in the Toolkit require installation; however, installation can occur before OR after license activation of the Toolkit, Suite, or Library.

Listed below are the specific products included in Administration Toolkit:

Alerts Administrator	Password_Change	Password_Expiration	Password_Reset
Site Creation Plus	User Account Setup	User Directory	User Profile Plus
User Profile Sync	User Manager for Sites	User Registration Accelerator

Click here if you would rather see a complete list
of all topics for this product.

Click on the shopping bag or here to download a trial of the product or to purchase it.

Create new SharePoint Alerts with My Alerts Organizer

Overview of My Alerts Organizer display

My Alerts Organizer allows users to create alerts on Lists, Document Libraries, Picture Libraries, or Discussion Boards in a site collection, from a centralized location.

Step	Action	Result
1.	Use the site tree to navigate to the site containing the content you want to alert on	The contents of the My Alerts Organizer will change to show alerts associated with the selected site
2.	Click the Add button found at the top of the console	The page will refresh with a view of every object on the [current site] that qualifies for an alert, organized by category. Clicking the Category bar allows you to reverse the alphabetical order of the categories and objects within them. The categories can be ungrouped simply by removing the Category header from the blue grouping bar. Ungrouped items will be displayed in Alphabetical order.
3.	Place a check next to the item you want to create alert on.	In some cases you will be given the option of adding alerts to specific items in the list. When you click the Select Item link the page will refresh and expose the individual items.
4.	Click the Next button found at the top of the page.	The standard SharePoint New Alert page will render.
5.	Configure the alert as desired and click OK	You will be returned to the My Alerts Organizer diaplay page.

Overview of My Alerts Organizer display

Add User to SharePoint Group Widget

The Add User To SharePoint Group Widget adds one or more existing SharePoint or Active Directory users to an existing Active Directory group.

NOTE: To update membership to a SharePoint group, a user must be a site collection administrator or the owner of the group. If the option to allow group members to edit group membership is selected in the group properties, any group member may also update the group. If it is possible that the workflow initiator will not have this permission, use the Run As property to run the widget as another user with the required permission.

Widget Properties:

Column	Description
User (Required)	Enter one or more users to add to an Active Directory group, using one of the following methods: Type a SharePoint or Active Directory display name or account name for one or more users and click the Check User icon (). Separate multiple users with a semicolon (;). Click the Lookup User icon () to search for a SharePoint or Active Directory user in the User Lookup form. Enter a lookup to user data using the Add Lookup button () in the User Lookup form.
Group (Required)	Enter an existing SharePoint group in the current site collection using one of the following methods: Type a SharePoint group name and click the Check Group icon (). Click the Lookup SharePoint Group icon () to search for a SharePoint group. Enter a lookup to group data using the Add Lookup icon ().
Run As	This widget can run with the permissions of the workflow initiator, the workflow designer, or another user. Select the option in the Run As property that best matches your requirement. For more information, see the General Widget Properties section.
Click Apply to save the widget settings.

Example of How to use this widget

Return to User & Group Management Widgets

See Also:

How to Use ‘Add User To SharePoint Group’ Widget

In this example, the Add User to SharePoint Group widget is configured to add a user to the SharePoint Designers group as part of a workflow that performs a number of activities when a user is assigned an administrative role in the company.

Return to:

Widget Properties

User & Group Management Widgets

See Also:

Add User To AD Group Widget

The Add User To AD Group widget adds one or more existing SharePoint or Active Directory users to an existing Active Directory group.

This widget uses the Active Directory Settings property in the Workflow Conductor Control Panel > General Settings page. These settings provide a list of pre-configured LDAP paths that can be used in the widget and determine if Conductor Studio designers can enter their own LDAP paths. See the General Settings page for more information.

NOTE: This widget accesses Active Directory with the permission of the user account configured with the LDAP path selected in the widget.

Widget Properties:

Column	Description
User (Required)	Enter one or more users to add to an Active Directory group, using one of the following methods: Type a SharePoint or Active Directory display name or account name for one or more users and click the Check User icon (). Separate multiple users with a semicolon (;). Click the Lookup User icon () to search for a SharePoint or Active Directory user in the User Lookup form. Enter a lookup to user data using the Add Lookup button () in the User Lookup form.
Group (Required)	Click the Lookup AD Group icon () to enter an Active Directory group: Select LDAP Path: If there are pre-defined LDAP paths configured in the Workflow Conductor Control Panel > General Settings page, they will be listed here. Select an LDAP path from the list to update groups in one of the pre-configured Active Directory locations. If the option to Allow custom LDAP paths in widgets is selected in the Workflow Conductor Control Panel > General Settings page, you can also select Other LDAP Path and enter an LDAP path and a user name and password with permission to manage groups in that Active Directory location. Group Name: Enter a group name using one of the following methods: Click the Get Groups button to list available Active Directory groups. Select a group from the list and click OK. Click the Add Lookup button and enter a lookup to a value that contains an Active Directory group name. Click OK.
Click Apply to save the widget settings.

Example of How to Use the Add User to AD Group Widget

Return to User & Group Management Widgets

See Also:

Create Timesheet tasks for TTM

TTM Configuration Overview	Time Tracking checklist

A Time Tracking and Management (TTM) site includes a Timesheet Tasks list. This list is one of the available data-sources for the tasks that will be displayed in user timesheets.

When entering items in the Timesheet Tasks list keep in mind:

The Timesheet Tasks list includes some fields that are not included in an out-of-the-box SharePoint Tasks list.
If you want to show tasks from multiple SharePoint tasks list, the Timesheet Entry Web Part
should be configured to use Bamboo List Rollup as the task data-source.
Items will be visible to the assigned user(s) in the appropriate timesheet(s) based on the task’s Start Date and Due Date.
Users with access to the site will be able to add items to the Timesheet task list unless the default permissions on the list are changed.

Entering Tasks in the Timesheet Tasks list

Step

Description

From the TTM site, access Site Contents

OR

Use the direct link in the Time Tracking configuration checklist

Click on the Timesheet Tasks list.

Click the Add new item link and complete fields as described in the table below.

Timesheet Resources list

NOTE: The column order displayed in the list view differs from the form

Column Name	Description
Title	Enter the Task title (required)
Project Name	Enter a project name for the task to organize the display in the Timesheet Entry web part. Tasks will be grouped by Project Name
Start Date	Enter the start date for the task (required) The Start Date will determine which timesheet(s) the task is associated with Resources will not be able to enter time against the task before this date
Due Date	Enter the due date for this task (required) Resources will not be able to enter time against the task after this date
Assigned To	Use the People and Group field to assign resources to the tasks.(required) Multiple users can be assigned to tasks.
Billing Category	This optional field allows you to classify how the task is billed. By default the following values are associated with this column: Standard Administrative Sick Time Vacation Additional values can be added to this drop down selector.
Planned Work	When this field is populated with a budgeted number of hours, TTM lets users and Timesheet Managers to compare planned work vs actual hours entered into timesheets. Planned work values can be seen in the following locations: The budgeted work and cost values page in the Pending My Approval web part Various reports in the Report Center The work column in the Timesheet Entry Web Part. NOTE: The web part may have been configured so that the Work columns are not shown.

Add RSS feed links to a World Clock and Weather Web Part location

Return to Configuration Overview

These instructions apply to World Clock and Weather 2.3 and higher. This article contains the following topics:

Adding an RSS feed for a World Clock and Weather location
Finding RSS feed URLs
Authenticated RSS feeds
Connecting to RSS feeds from an HTTPS environment
Slow RSS feed response times

Adding an RSS feed for a World Clock and Weather location

Starting with World Clock and Weather version 2.3, locations can be configured with connections to RSS feeds. If a location is configured with an RSS feed, the RSS feed icon is displayed on the web part’s location image, as shown here.

To add an RSS feed to a location, configure the Web Part properties:

To modify the web part properties, select Edit (or Modify) Web Part from the drop-down menu of the World Clock and Weather configuration tool pane.
Enter the RSS feed URL in the RSS Feeds column for the location.
Click OK to save changes and close the Web Part properties.
To view the results of the RSS feed, click the RSS feed icon displayed on the location image.

Finding RSS feed URLs

RSS feed URLs are specific to the content provider, and are not provided by Bamboo. Here are some tips for finding RSS feeds:

Many web sites offer RSS feeds. For example, Bamboo offers an RSS feed for Bamboo Nation content. CNN offers RSS feeds for several news sections. If a web site or content provider offers an RSS feed, it is usually indicated somewhere on the web site, with a link labeled “RSS”, “XML”, or the RSS icon.
Click the link or icon for more information, which may include the RSS feed URL. For example: Clicking the RSS icon in the “Latest News” section of the Bamboo Store main page will take you directly to the RSS feed URL for Bamboo Nation (http://community.bamboosolutions.com/blogs/MainFeed.aspx). You can copy this URL into the RSS Feeds column in World Clock and Weather.

If an RSS feed is available for the content on a specific web site, most current browsers indicate this by displaying the RSS icon somewhere in the browser navigation or menu bar. Click the RSS icon for more information. In most cases, clicking the RSS icon will take you to the RSS feed URL, which you can copy into the World Clock and Weather RSS Feeds column. The example below is from the CNN site.

If you are having problems finding an RSS feed URL, please contact the content provider for assistance. Bamboo Support will not be able to help you with specific RSS feed problems.

Authenticated RSS Feeds

Authenticated RSS feeds are RSS feeds that require a username and password. In most cases, these types of feeds are not supported by World Clock and Weather (or even by most common RSS readers, including the ones included with many popular browsers). The only exception is for feeds that allow the username and password to be included in the URL. For example: https://USER:PASS@site.com/rss.xml. If the RSS feed is a SharePoint RSS feed that requires authentication, it will probably not work in World Clock and Weather.

If you are having problems connecting to an RSS feed that requires a username and password, please contact your content provider. Bamboo Support will not be able to help you with specific RSS feed authentication problems.

Connecting to RSS feeds from an HTTPS environment

If your SharePoint server uses HTTPS, you may encounter problems with non-HTTPS RSS feeds. For example: If your RSS feed returns text and images, the text may display fine but the images are broken. This is because the images are most likely links to HTTP (not HTTPS) locations. The server will not return non-HTTPS data.

If you encounter problems with non-HTTPS RSS feeds in an HTTPS SharePoint environment, please contact your content provider for assistance. Bamboo Support will not be able to help you with specific RSS feed problems in an HTTPS environment.

Slow RSS feed response times

When you click on the RSS feed icon, the web part will attempt to retrieve the RSS data using the RSS feed URL you configured in the web part properties. Response time is determined by the response time for the specific RSS source, not by World Clock and Weather. If response time is slow, check the configured RSS feed. If you get the message “No news from this feed”, it may mean that your RSS feed URL is not configured correctly, or that the site requires additional authentication that is not supported by the World Clock and Weather (see above).

Please contact the content provider for assistance with RSS feed response times. Bamboo Support will not be able to help you with specific RSS feed problems.

Add Navigator Menu to a Master Page

Use these instructions to add the Bamboo Navigator Menu Web Part to a master page in SharePoint. The steps are the same for all supported versions of SharePoint, although the master pages themselves vary from version to version. If you don’t have SharePoint Designer, you can download the master page from the SharePoint Master Page Gallery, edit it in a text editor, and upload it back to the Master Page Gallery. Sample master pages are included in the Navigator installation package from version 18.1 on.

Plain Team Site - before snip.png Specifically, the out-of-the-box Team Site v4.master looks like this before making any changes:

updated master page AFTER.png After adding the Bamboo Navigator Menu, it will look like this:

NOTE: Always make a backup of your master page before making any changes to it. If you rename your working copy of v4.master, be sure to change the site settings to reflect the new name of your master page.

Step	Action
1.	Go to the top site of the site collection where you want the master page changed and add a Bamboo Navigator Menu web part to a page on that site. Add values to the Bamboo Navigators list so the menu shows some options. The screenshot shows the Bamboo Navigator Menu web part with three options: Top A, Top B, and Top C. Home and PMC are links on the Top Link bar in the master page. NOTE: You will probably not want to show the web part Title in your master page, so be sure to configure the web part with Chrome Type set to None in the Appearance section of the tool pane as shown here.
2.	While viewing the web part page with the navigator web part in Internet Explorer, press F12 or click Tools > F12 Developer Tools to open the IE Developer window. It opens at the bottom of the page. Make sure the DOM Explorer window is displayed.
3.	Using the Select Element feature of the IE Developer tool, make a note of the tag above or below which you want to insert the navigator.
4.	Edit the web part page where you put the Bamboo Navigator Menu Web Part in SharePoint Designer. From the Page ribbon, expand the menu beneath Edit Page and click Edit in SharePoint Designer. The page (and the site) will open in the SharePoint Designer.
5.	At the top of the web part page code, locate the register tag for the Bamboo Navigator Menu Web Part. Copy the whole tag to your clipboard so you will be able to paste it into the v4.master file. NOTE: If you used the Bamboo Navigator Tab Strip or the Bamboo Tree Menu instead of the Bamboo Navigator Menu, this register tag will be slightly different than the one shown.
6.	In SharePoint Designer, edit the v4.master page in Advanced Mode. IMPORTANT: Always save a copy of the v4.master file before making any changes. As an alternative, consider saving the v4.master with another name and editing the copy rather than editing the v4.master.
7.	Paste the register tag you copied to your clipboard in Step 5 above to the top section of the v4.master file with the other Register tags.
8.	Go back to the web part page code and locate the Bamboo Navigator tag by searching for WpNs0. Copy the whole tag to your clipboard so you will be able to paste it into the v4.master file. NOTE: If you used the Bamboo Navigator Tab Strip or the Bamboo Tree Menu instead of the Bamboo Navigator Menu, this tag will be slightly different than the one shown.
9.	Create a new DIV tag in the v4.master file at the location where you want the Bamboo Navigator Menu Web Part to appear. NOTE: You may consider adding a style to the tag as shown in the code snippet below. When ready, paste the tag you copied in Step 8 into the new DIV tag.
10.	Save the changes to the v4.master and view your SharePoint site. You should see the navigator on all pages that use the v4.master.

Add Mega Menu to Navigators Menu Web Part

Return to Overview of Web Part Configuration

NOTE: Mega Menus are available only with the Bamboo Navigator Menu Web Part. When using the mega menu feature, you cannot have sub-menu items. The Parent Menu column for all menu items must be blank.

Step	Action	Result
1.	From your site where you want to have the Navigator Menu, edit the web part and check the box to “Show Mega Menu.”
2.	Add items to Bamboo Navigators list.
3.	Insert a table into the Mega Content Window and enter some data into each row.
4.	In order to hyperlink your data, highlight an item in one row and click on the Insert menu in the ribbon to locate the Link icon where you can select whether you link is in SharePoint or an external address.
5.	Insert your hyperlink either from SharePoint or from an external address. If you are using an external address, a dialog box will open to guide you in entering and testing the link.	When you are satisfied with your changes, click OK and click Save on the web part.
6.	Now when you hover your mouse over the Navigators menu, you have a more robust menu displayed.

Also See:

Using the Drag & Drop Menu Editor

Add columns to a PM Central Portfolio data view

Scenario

You want to add a SharePoint Choice column, Project Location, to the Project Health list and make the contents of this column visible in the Project Summary dashboard on the Portfolio home page.

Default columns displayed in the Project Summary dashboard

In this topic we will look at the steps required to accomplish this objective.

Keep in mind:

Creating the new column as a site column will allow the column to be managed from a central location and ensure consistency when the column is added to other lists.
Only SharePoint or Bamboo Solutions columns can be supported as new columns in PM Central lists.

It is strongly
recommended that you review the customization guide before making any changes to the out-of-the-box PM Central application.

A. Add the column to the list

Project Site

Create the new column directly in the designated list

Create the column as a site column, then add the site column to the designated list

NOTES:
1. Keep the Add to all contents types checkbox selected if it is displayed when adding or creating the column.
2. The new column should be added to a project site that will be maintained solely for the purpose of creating your organizations customized PM Central project site template

Portfolio Site

Add or create the same column in the same list on the Portfolio site.

NOTE: The column added to the list in the Portfolio site column must match the column added to the list on the Project level

B. Add the new column to the list rollup
4.	From the Portfolio site navigate to the Site Contents
5.	Access the PMCentralPages document library and click the ListRollupSchemaDesigner link.	You will be taken to the Web Part page.
6.	Locate the rollup schema you need to modify and access the schema’s edit screen by: Clicking the rollup’s Title link Or Selecting Edit Schema from the drop-down menu NOTES: 1. Each of the portfolio site’s data views is configured to reference a specific list rollup 2. All Project Health rollups are located on Page 2 of the schema designer. Edit the desired “destination” web part to identify the name of the referenced List Rollup Schema.
7.	Click the Select Columns button
8.	Add the new column to the Selected Columns box on the right, then click Save
9.	Click Create/Update Schema at the bottom of the page. NOTE: Clicking Preview will allow you to verify that you can see the desired column content before you save the changed to the rollup.	You will be returned to the home page of the List Rollup Schema Designer.

C. Display the new column in the data view
10.	Navigate to the web part that should be modified to display the newly added column and Edit the Web Part Make a note of the current column display order so it can be referenced in step 14.	NOTE: In this scenario the Project Summary – Active Projects data view, found on the Portfolio home page, will be updated to display the new Project Location column
11.	Click the Data Viewer Web Part Settings button
12	Click Bamboo List Rollup on the left of the screen, then click Load List Rollup Schemas	NOTE: If you do not reload the schema the new column will not be available in the next step.
13.	From the List Rollup Schema drop-down select the updated rollup, then click the Column Display Settings button.
14.	Check the boxes next to the columns to be displayed and enter the desired display order.
15.	Click Save & Close to exit the pop up. Then click Save & Close again to exit the Data View Configuration Settings screen.	You will need to click OK to close the Web Part’s configuration tool page before you will be able to see the changes to the web part’s display.

Project Summary dashboard with the new column

Add a view to a TTM report

Return to Overview of TTM Report Center

You are not limited to the views currently configured to the Timesheets list. You can add new views to add flexibility to your reports. For example, if you want to create a view for each department for the Resource Time by Department report, do the following:

Step	Action
1.	Click the All Site Content link in the Quick Launch menu, or go to Site Actions > View All Site Content.
2.	In the Lists section, click the Timesheets list. In the List Tools > List ribbon, click the Create View button.
3.	In the Start from existing view section, click one of the existing views, such as Approved Timesheets or All Items.
4.	Give your new view a name. This name will be displayed in the View drop-down in the Report Center page. If you are creating a view for an individual department, consider including the department name in the view.
5.	In the Filter settings, add an additional filter, such as Show the items when column Department is equal to Sales.
6.	Click OK to save the view.

Repeat for each department (if you are creating new department views).

After you create a view, you can add the view to a report.

If you create a view for each department as described above, the list of views for the Resource Time by Department report could look like this:

Add a View to a Report

You can add more views to reports. For example, to add a view filter for submitted time to the Project Time by Resource report, do the following:

Step	Action
1.	Click the All Site Content link in the Quick Launch menu, or go to Site Actions > View All Site Content.
2.	In the Lists section, click the Report Configuration list.
3.	Select the name of the report you want to modify, such as the Project Time by Resource report, and click Edit Item.
4.	In the Report Views field, add the existing view name you want to include, such as Submitted Timesheets. View names are case-sensitive. Separate multiple views with a semicolon. The view must already exist in the Timesheets list.
5.	Click Save.

When you return to the Report Center and select the report, the view you added to the list is now an available filter for the report.

Add custom columns to the PM Central department site filter

Create a PM Central Department Site	Configure a PM Central Department Site

Scenario

Hierarchical depiction of a department site, displaying projects that have a project location value of VA You have added a custom column, Project Location, to the Project Health lists associated with your PM Central portfolio and project sites.
Now, you want to create a PM Central department site that only displays information associated with projects that have a Project Location equal to Virginia so your Team Manager has easy access to this data.

In this topic we will look at the steps required to accomplish this objective.

Keep in mind:

PM Central department sites can only be filtered on information maintained in the Project Health list.
By default, you can only filter a department site on values associated with the following Project Health list columns:

Step	Action	Result
1.	Add the new column to the Project Health lists found on the Portfolio and Project sites. NOTE: See section A in this topic for additional information on how to add a custom column to a PM Central list.
2.	From the Portfolio site, go to Site Contents and click the Summary List.
3.	Add or create the same column that was added to the Project Health lists in Step 1 to the Summary list. NOTE: The column added to the Summary list must match the column added to the Project Health lists.	NOTES: 1.The column will be immediately available from the department sites filter settings web part. 2.The column will be populated with content when the Bamboo Summary list timer job next runs.
4.	Navigate to the Department site and configure the site by identifying the filter criteria.	The new column will be available from the Column drop-down selector of the filter web part.

Create a PM Central Department Site	Configure a PM Central Department Site

Add Custom CSS

Back to Create a New Chart

The custom CSS form can be found under Chart Setup > Display > Advanced Settings, about at the bottom of the page.

Add your CSS and Save & Close.

Add Column

The Add Column widget adds an existing site column to a SharePoint list or library. Site columns can be added to any list in any site collection in the Web application. The widget includes the following features and options:

Automatically add the new column to all content types configured for the list or library.
Add the new column to the default list view.
Add columns to lists and libraries in other site collections.
Run this widget with alternate credentials.

Return to Lists and Items Widgets

See Also:

Working with Budget Status Cost KPI

The Budget Cost Status KPI associated with a project site’s Project Health
list can be used to provide insight into the project’s budget health if the following conditions are met:

Standard rates are associated with user profiles in the Enterprise Resource Pool

The Resource column is used to assign users to tasks

The budget value was manually entered into the Project Health list’s Budget Cost field

NOTE: When the above pre-requisites are not met the Budget Cost Status KPI will always be green.

Important: The Budget Cost Status KPI is not include in the default displays of Project Health information.
The removal of the Budget Cost Status KPI from the default displays was new in PM Central 4.3

To add the Budget Cost Status KPI to a dashboard display complete these steps:

Step	Action
1.	Edit the Project Info web part on the Project Home tab of the project site OR Edit the Project Summary Web Part on the Project Central tab (portfolio or department sites)
2.	Click the Data Viewer Web Part Settings button
3.	Click SharePoint List and Library if you are editing the Project Info display on the project site OR Click Bamboo List Rollup on the left of the screen if you are editing the Project Summary on the portfolio site
4.	Click the Column Display Settings button, then click the Budget Cost Status check box and Save & Close
5.	Then click Save & Close again to exit the Data View Configuration Settings screen. You will need to click OK to close the Web Part’s configuration tool page before you will be able to see the changes to the web part’s display.

Add Attachment Widget

The Add Attachment widget attaches a file to a SharePoint List item.

Widget Properties:

Column	Description
Get Item From	Select whether the file being attached to a SharePoint List item will be found in a SharePoint Document Library or will be found using a Web address (URL).
Select from Document Library (Required if Get Item From=Document Library)	Select an item from a Document Library that will be attached to a SharePoint List item. NOTE: Lookups to a SharePoint List instead of a Library will not work.
Item URL (Required if Get Item From=Web Address)	Enter the full Web address (including the file extension) of the file being attached. This URL can be defined explicitly at design time, or dynamically at run time by using a Lookup.
Attach Item To	Select the SharePoint List item to which the previously selected item will be added as an attachment. NOTE: The file can only be added as an attachment to a SharePoint List item, not to an item in a SharePoint Document Library.
Click Apply to save the widget settings.

Return to Lists and Items Widgets

See Also:

Add a Hyperlink Tag in the Email Message

email example with long URL.png When you use the {itemlink} token in the body of your email message, the URL to the item that triggered the alert is displayed in the message, as shown here.

If your URL is really long, you may prefer to have the link associated with a word or an image.

Using the format for the email shown above as an example, follow these steps to use a short hyperlink to the email message body.

Step	Action
Edit the alert.
On the Mail Format tab, modify the email body in HTML view.
In the HTML view, add a hyperlink tag.	The tag added has this syntax: `<a href="{ItemURL}">HERE</a>` IMPORTANT: Use the {ItemURL} token in the tag, not the {itemlink} token! Be careful, tokens that refer to list columns are case-sensitive, but other tokens are not.
When finished, click back to the Design view to make sure you like your change.
The new email should look like this:

Use a Bamboo List Rollup as the Calendar Plus data source

Overview of Calendar Plus Configuration Settings

Bamboo Solutions List Rollup is one of the four available data sources for Calendar Plus.

When working with List Rollup keep in mind:

List Rollup must already be installed and the rollup created
Calendar Plus will use a single Bamboo List Rollup as the data source, however List Rollup can aggregate an unlimited number of lists.

The following steps require you to have accessed the Calendar Plus Settings screens by clicking the Calendar Plus Web Part Settings button in the web parts configuration tool pane.

Step	Action	Result
1.	Click the Bamboo Solutions List Rollup button under Data Source Settings in the navigation tool pane. You will only be able to select this button if Bamboo Solutions List Rollup is selected as the Data Source Type	The Bamboo List Rollup Settings will be visible on the right side of the configuration screen and is divided into two sections: Required Steps: the configuration settings which must be defined to add the data view or schema to the Calendar Plus display NOTE: Only the required steps are discussed in this topic Optional Steps: Modify the display options associated with the data source
2.	Select the List Rollup type that will be used as a data source: A List Rollup Data View created with List Rollup Classic A List Rollup Schema created with List Rollup Schema Designer	Information on the differences between the Bamboo List Rollup tools is available here.
3.	Enter the URL to the List Rollup instance that contains the content to be displayed in Calendar Plus, then click the Load List Rollup… button. When entering the URL keep in mind: If using List Rollup Classic, enter the page URL. Both absolute paths (http :// server name/site ) or relative paths(./Site/) can be used for the site URL.Bamboo recommends using relative paths if: Multiple Alternative Access Mappings are being used The Web part will be included in a site template	The predefined rollups associated with the List Rollup you pointed to will be listed in List Rollup… drop-down menu.
4.	Select the rollup to display,then identify the display column from the Item Display Column drop down menu.	NOTE: Two tone color coding is not available when using List Rollup as a data source
5.	Select the Date and Time column(s) in the list or library that will be displayed in the calendar.	Whether you see Start Date and End Datefields or Single Date field will depend on the selection made on the General Settings screen to use a …Single Date or Interval.
6.	Apply a filter for the list or library by selecting from the following options: Show All Items Specify Filter Conditions Use the Add Filters link is you want to add another filter using AND/OR boolean operators.	Keep in mind: 1. Calendar Plus supports the two SharePoint variables; [ME] representing the currently logged in user, and [Today], representing today’s date, that can be used to specify filter conditions 2. Use the Add Filters link if you want to add another specified filter condition using AND/OR boolean operators. 3. Web part connections can be used to filter the contents of the calendar display but are not configured in the Calendar Plus web part settings. Information on using web connections is available here
7.	Stay in the Bamboo List Rollup Settings screen and configure the Optional Steps associated with the data source OR Use the left navigation pane and configure View Settings for the Calendar Plus web part.	Clicking Save and Close will exit the Calendar Plus Web Part settings screen.

Overview of Calendar Plus Configuration Settings

Overview of Password Expiration settings

Overview of Password Expiration settings

To modify the web part properties, select Edit (or Modify) Web Part from the drop-down menu of the Password Expiration configuration tool pane.

NOTE: This menu is only accessible for users with proper access rights (typically those who have Design permissions or above).

The Bamboo Password Expiration Reminder tool pane is displayed on the right side of the screen. Expand each section by clicking the plus sign next to the SharePoint Settings to configure the properties.

Each section has a separate description page so you can focus on a section that is pertinent to your organization.

Active Directory Settings SharePoint Permission Levels

Return to ADS Settings

When a new account is created, User Account Setup can grant one or more SharePoint permission levels to the new account at the same time.

Check the option Grant user SharePoint permission level to enable this feature.

Enter a list of one or more permission levels to grant the account. Note that the account will also inherit the permission levels of any SharePoint groups it is assigned to.

The SharePoint Permission Level setting grants additional permissions to the account directly.

Step	Action
1.	Enter a site URL to search for SharePoint permission levels in the Enter site URL where SharePoint permission level is defined box. The URL can be entered as a relative path (./site) or an absolute path (http://server/site).
2.	Click the Load Permission button to load the list of permissions defined in that site.
3.	Select a permission level from the list.
4.	Click the Add Permission button.
5.	To delete a permission level from the list, click the Delete {) button.
6.	When you check the option Grant user SharePoint permission level, the following additional settings are available:
7.	Allow requestor to select SharePoint permission levels: Check this option to allow requestors to select which permission levels to grant the new user instead of assigning them automatically. The permission levels in the SharePoint Permission Levels list will be displayed in the User Account Setup Web Part for the requestor to choose from.
8.	Requestor must select at least one SharePoint permission level: Check this option to force the requestor to select at least one permission level from the list.

Active Directory Settings SharePoint Groups

Return to ADS Settings

When a new account is created, User Account Setup Web Part can assign to the new account to SharePoint groups at the same time.

Step	Action
1.	Enter a site URL to search for SharePoint groups in the Enter site URL where SharePoint group exists box. The URL can be entered as a relative path (./site) or an absolute path (http://server/site).
2.	Click the Load Groups button to load the list of groups in that site.
3.	Select a group from the list and click the Add Group button.
4.	Repeat the above steps for additional groups. Groups do not have to be from the same site.
5.	To delete a group from the list, click the Delete () button.
6.	When you check the option Add user to SharePoint group (at the top of the web part), the following additional settings are available:
7.	Allow requestor to select SharePoint groups: Check this option to allow requestors to select which groups to add the new user to instead of assigning them automatically. The groups in the SharePoint Groups list will be displayed in the User Account Setup Web Part for the requestor to choose from.
8.	Requestor must select at least one SharePoint group: Check this option to force the requestor to select at least one group from the list.

In the example below, User Account Setup is configured to Allow requestor to select SharePoint groups. Three groups are listed, and one group is currently selected for the new user.

Active Directory Settings Security Groups

Return to ADS Settings

When a new account is created, User Account Setup can assign the new account to Active Directory security groups at the same time. Check the option Add user to Active Directory security group to enable this feature. When you select this option, the following additional settings are available:

Enter Active Directory security groups: To automatically assign users to one or more AD security groups, enter the group name in the Enter Active Directory security groups box. Separate multiple group names with a semicolon (;). Start typing a group name to match existing groups.
Allow requestor to select security groups: Check this option to allow requestors to select which groups to add the new user to instead of assigning them automatically. The groups listed in the Enter Active Directory security groups box will be displayed in the User Account Setup Web Part for the requestor to choose from.
Requestor must select at least one security group: Check this option to force the requestor to select at least one group from the list.

In the example below, the User Account Setup Web Part is configured to Allow requestor to select security groups. Two groups are listed, and one group is currently selected for the new user.

Active Directory Settings Organizational Unit

Return to ADS Settings

Accounts must be added to an Active Directory organizational unit (OU). You can specify the organizational unit to add all accounts to, or you can provide a list of possible OUs for the requestor to choose from when submitting the account request.

Allow requestor to select organizational unit

Check this option to allow the requestor to choose the OU to add the account to. You can provide a list of several possible OUs.

To add an entry to a list of available OUs:

Step	Action
1.	Click the second option to “Allow requestor to select organizational unit” and enter the Organizational Unit Path and a Display Name for the OU in the Web Part.
2.	Click the Add button to add the OU to the list. The OU will display below.
3.	To delete an OU from the list, click the delete icon . The OU will be removed from the displayed list.

In the User Account Setup Web Part, the OUs you configure will be listed for the user to choose from.

Active Directory Settings Auto Create Columns

Return to ADS Settings

The Automatically Create Columns in SharePoint User Information List option is enabled only if the User Account Setup Web Part instance is installed on a SharePoint Foundation 2013 site. When User Account Setup Web Part creates an account, it will attempt to copy account attributes in the Account Details list to a column with the same name in the SharePoint User Information List. The account information is then visible in the SharePoint profile. If a column with the same name does not exist, User Account Setup Web Part can create the column automatically in the User Information List.

To enable this feature, select Yes.
If you select No, account attributes with no matching column in the User Information List will be skipped.

NOTE: If User Account Setup Web Part is installed on a SharePoint Server 2013 site, this setting is not applicable. Configure synchronization options for user properties by managing the User Profile Sync Service in SharePoint Central Administration.

Active Directory Settings Account Details

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Return to ADS Settings

The Account Details section lets you define the account attributes to enter in User Account Setup. The minimum attributes required to create an account in Active Directory are configured by default.

To change the settings for attributes in the Account Details list, use the features described in the Editing Attribute Properties section below.
For details about adding new attributes, see the Adding An Attribute section below.

Editing Attribute Properties

Action	Description
Changing display order	To change the order attributes are listed in the form, click the up and down arrows in front of the attribute name.
Editing the display name	To change the display name for the attribute in the User Account Setup Web Part, click the Edit button and update the Display Name field.
Adding or changing a default value	To add or update a default value for an attribute, click the Edit button and update the Default Value field. If your default value is intended to be only an example, enter text and leave the Editable option in the Field Settings section selected. For example, you could describe the required format for an email address using the default text [email protected]. To base the default value on another attribute, enter the display name of the attribute you want to include. Use the format [Display Name] (including the brackets). The value will be updated as text is typed in the Web Part field you referenced. When using this feature, you must also deselect the Editable option in the Field Settings section. Multiple attribute name tokens are allowed, and text and tokens can be combined. For example, a default email address can be constructed using [First Name].[Last Name] @company.com [First Name] and [Last Name] will be replaced as values for those attributes that are typed in the Web Part.
Making an attribute required	To change whether an attribute is required in the User Account Setup Web Part form, click the Edit button next to the attribute name, and then select or deselect the Required option in the Field Settings section. If an attribute is required by Active Directory, you cannot deselect the Required option.
Making an attribute read-only	If you do not want a user to be able to edit an attribute in the User Account Setup Web Part form, click the Edit button next to the attribute name, and then deselect the Editable option in the Field Settings section. You must do this if you defined a default value based on other attributes.
Removing an attribute	Several non-required Active Directory attributes are configured by default. If you do not want users to complete these optional attributes when creating a new account, you can remove them from the list. To remove an attribute, select the checkbox in front of it and click the Remove Selected Fields button above the attribute list.

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Adding an Attribute

To add a new attribute to the User Account Setup Web Part form, click the Add a Field button above the attribute list and define the attribute properties.

No.	Property	Description
1.	Display Name	Enter the display name for the attribute in the User Account Setup form.
2.	Attribute Name(s)	Enter the name of one or more Active Directory attributes where this data should be copied. To copy the same data to multiple attributes, separate each name with a semicolon (;).
3.	Field Type	Select the field type for data in this attribute.
4.	Default Value (optional)	To enter a default value as editable text, type sample text. To enter a default value that is completed based on other attributes, enter the name of the attribute you want to include. Use the format [Display Name] (including the brackets). Text and tokens can be combined. For example, a default email address can be constructed using [First Name].[Last Name] @mycompany.com. If you use attribute tokens in the default value, uncheck the Editable option in the Field Settings section.
5.	Description Text	Enter text to be displayed below the display name in the User Account Setup form.
6.	Required	If you want the attribute to be required in the User Account Setup form, select the Required option.
7.	Editable	To allow users to enter data for this attribute, select the Editable option. If you entered attribute tokens in the Default Value field, deselect this option.

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Active Directory Settings

Configuring WF Conductor General Settings

Configure available LDAP paths for managing Active Directory users with Workflow Conductor widgets and set default account options for new Active Directory accounts.

NOTE: If you don’t plan to use the AD widgets, you don’t need to configure this. See xxx for more information about hiding the AD widgets from Studio users.

LDAP Paths: Click the Add New LDAP Path button to enter a new Active Directory LDAP path. Active Directory users and groups in this path can be managed by Active Directory widgets in Conductor Studio.

LDAP Path: Enter a valid LDAP connection string using RFC 4516 format: ldap://host:port/DN?attributes?scope?filter?extensions
- Example 1: ldap://ldap.example.org/dc=example,dc=org
- Example 2: ldap://ldap.example.org/ou=ChildOU,ou=ParentOU,dc=example,dc=org
- Example3: ldap://ldapserver/ou=ChildOU,ou=ParentOU,dc=example,dc=org
LDAP Display Name: Enter the display name for the LDAP path in Active Directory widgets.
User Name/Password: Enter the account information for an account with permission to modify objects in this LDAP path. Active Directory widgets will run with the permission of this user.
Users and groups: Enter a list of users and groups who will be able to see this LDAP path in Active Directory widgets. Separate multiple entries with a semicolon (;). Users must be entered in the format DOMAINuser. Groups must be entered in the format [Group] (including the surrounding brackets).
Allow custom LDAP paths in widgets: Select this option to allow Conductor Studio designers to enter custom LDAP paths in Active Directory widgets.

General Settings

Active Directory Services Settings

If User Account Setup is configured to use the Active Directory Services authentication provider, the Active Directory Services settings tab is active in the Web Part Settings page, and the following additional settings are available to define account attributes, group membership, and SharePoint groups and permissions for Active Directory Services accounts:

When all Active Directory Services settings have been configured, continue configuring User Account Setup Web Part by reviewing the Account Approval Settings.

Active Directory Account Options

Configuring WF Conductor General Settings

Define the default account options for all new accounts created with Active Directory (AD) widgets.

When using the Create AD Account widget, the choices for this widget are as follows:

Cannot change password – the end user cannot change his own password so only the administrator can.
Password never expires – the user’s password remains active at all times without any expiration time.
Change password at next login – the user must change his password the next time he logs in.
Disable account – this option disables the user’s account.

General Settings

Activating the Suite/Toolkit License

Open SharePoint Central Administration.

IMPORTANT: You need a separate license key for each front-end Web server.

SharePoint 2007
In the Bamboo Solutions section in Central Administration, click Manage My License Keys.
SharePoint 2010
In the Bamboo Solutions section in Central Administration, click Manage My License Keys.
SharePoint 2013
Click the Operations link. In the Bamboo Solutions Corporation section, click Bamboo Web License Manager.

In the Bamboo Web License Manager page, expand the Suites and Packs item and click the link for the Bamboo Suite you purchased.
Click the Status link to display the Activation page.
You can activate your license online if your server has an Internet connection, or offline if it does not. Follow the instructions below for whichever applies to your server:

To activate your license online:
In the Activation page, enter the License Key provided when you purchased the product and also available on My Bamboo.
Click the Activate button.	Remember, you need a separate license key for each front-end Web server.
To activate your license offline:
In the Activation page, enter the License Key, check the option Activate by E-mail, and then click the Activate button. You will be presented with a License Key and Machine Key.
To activate your license immediately:
To activate the license immediately, log in to My Bamboo and click the Manage License link.
Enter the License Key and Machine Key in the Activate Your License tool and click the Generate button to get an activation key.
You may also e-mail this information to Bamboo Support to get an activation key by e-mail instead.
Return to Bamboo Web License Manager and enter the activation key provided by My Bamboo (or Bamboo Support) in the Activation Key box and click Activate.
Your Bamboo Suite has now been activated and is ready for use.	NOTE: Any Bamboo Suite product you install will be automatically activated.

Optional Step:

Bamboo products are deployed to all servers in the farm running the SharePoint 2007 Windows SharePoint Services Web Application, the SharePoint 2010 Microsoft SharePoint Foundation Web Application service, or the SharePoint 2013 Microsoft SharePoint Foundation Web Application service, which may include servers that do not serve Web content. Only servers that serve Web content and have Bamboo products installed need a license key, but all servers will appear on the Web License Manager Status and Activation pages.

If you would like to select only Web front-end servers to be displayed in Web License Manager, click the Choose License Server(s) link on the Bamboo Web License Manager main page. This step is optional, but makes it easier for SharePoint administrators to see which servers in the farm need a license key.

IMPORTANT: You must have a license key for each front-end Web server where you install Suite products.

Activating Your Bamboo Product License

Overview of Licensing and and Product Activation

Licenses for Bamboo products that are installed on SharePoint servers are activated in SharePoint Central Administration using the Bamboo Web License Manager. Follow these instructions to activate a Bamboo product license.

NOTE: Licenses for desktop/server applications such as List Bulk Import, User Profile Sync, and List Bulk Export are activated using a standalone version of the licensing application, called Bamboo License Manager. See Activating a Bamboo Desktop Product Using the License Manager for more information.

Before performing the steps listed below, be sure you have installed the Bamboo Web License Manager on your SharePoint farm. See Installing the Bamboo Web License Manager for more information.

Step	Action
1.	From SharePoint Central Administration, click Manage My License Keys under Bamboo Solutions. NOTE: If you don’t see this option listed, see Why isn’t Manage My License Keys displayed in SharePoint Central Administration?
2.	You may see two groupings on the page, Suites and Packs or Individual Products. When activating a Web Part or Application, expand the Individual Products section. Locate the product you need to activate. Hover over a product name to see a drop-down menu associated with the product. Select Activate/Deactivate from the menu.
3.	On the displayed page, the available servers in your SharePoint farm will be listed. You will need an individual License Key for each Web Front End server. Certain products, such as Alert Plus and List Rollup include features that can be run on application servers as well. In these cases, separate licenses may also be required for one or more application servers. NOTE: If some of the servers listed do not receive web traffic, or if there are application servers that do not need a license, you can remove them from the list. Please see Choosing which farm servers to license for more information. To activate a license for a server, type or copy and paste the License Key into the field provided and click Activate. NOTE: If your SharePoint server does not have Internet access, you may get an error when you click Activate. If you experience this, see Activating My Bamboo Product License Offline for more information.
4.	Your Bamboo product is now Active and is ready for use, as shown by the Status column. If you ever need to check which license key you used to activate each server, the license key used is shown on this status page.

Activating Your Bamboo Product License Offline

Overview of Licensing and and Product Activation

Licenses for Bamboo products that are installed on SharePoint servers are activated in SharePoint Central Administration using the Bamboo Web License Manager. Licenses are normally activated online, but sometimes SharePoint servers do not have access to the Internet. If this is the case with your servers, follow these instructions to activate a Bamboo product license offline.

NOTE: Before performing the steps listed below, be sure you have installed the Bamboo Web License Manager on your SharePoint farm. See Installing the Bamboo Web License Manager for more information.

Step	Action
1.	From SharePoint Central Administration, click Manage My License Keys under Bamboo Solutions. NOTE: If you don’t see this option listed, see The Bamboo Web License Manager does not show up in Central Administration. How do I fix that
2.	You may see two groupings on the Manage My License Keys page, Suites and Packs and Individual Products depending on what Bamboo products you’ve installed on the farm. When activating a Web Part or Application, expand the Individual Products section. Locate the product you need to activate. Hover over a product name to see a drop-down menu associated with the product. Select Activate/Deactivate from the menu.
3.	All servers in your SharePoint farm that are running the Microsoft SharePoint Foundation Web Application service will be listed. The license status for each will be Not Active or Trial. You will need an individual License Key for each server. If some of the servers listed do not receive web traffic, you can remove them from the list. Please see Choosing which farm servers to license for more information. To activate a license for a server, type or copy and paste the License Key into the field provided, check the Activate Offline box, and then click Activate.
4.	On the page displayed, a Machine Key will be displayed with the License Key and a space to enter the Activation Key. NOTE: Eight spaces are shown if you are running WSSv3/MOSS. If you are running SharePoint 2010 or 2013, there is just one space. Copy the License Key and the Machine Key to an email and send it to Bamboo’s Support Team at Support@bamboosolutions.com. They will reply via Email with the Activation Key. If you have several servers in your farm, you can send the License Key-Machine Key combinations for all of them in one Email message to the Support Team. Alternatively, you can generate the Activation Key yourself via the My Bamboo area of the Bamboo Solutions website. See Generating Activation Keys using My Bamboo for more information. Once you have the Activation Key, enter it in the space provided and click Activate. NOTE: The Machine Key, as you may have guessed, is tied to the HW profile of the server. As such, the Activation Key is also tied to the HW profile. If the HW profile of a server changes, the License will fail and need to be deactivated and then re-activated, similar to what is required when you move your farm to new servers. See Migrate your Bamboo Product License Key From one SharePoint version to another for more information on what to do when this happens.
5.	After the license is activated, it’s status will be displayed on the page.

How to activate a Bamboo Site Collection Feature

Product feature activations can be done automatically at the site collection level when the product is installed using the Bamboo Installation/Setup program. However, there are a few reasons why you may need to manually activate (or deactivate) Bamboo product features:

You are using the updated installation process for Bamboo components.
You opted out of automatic feature activation during installation using the older Setup program.
You added a new site collection and want to add Bamboo features to it.
You want to remove Bamboo product features from an existing site collection.

To manually activate (or deactivate) Bamboo product features, follow the instructions below.

IMPORTANT: Perform these steps using an account that is a Site Collection Administrator.

Step

Action

From a page on the top level site of a site collection, click Site Actions and then Site Settings. In the Site Collection Administration section of the page displayed, click Site collection features.

If you don’t see this section, you may not be a Site Collection Administrator. If you don’t see the link, you may not be on the top level site of the collection.

A list of available features will be listed.
SCA-Active SCFeatures.png

Find the appropriate feature. The status column indicates if the feature is currently active. If it hasn’t yet been activated, click the Activate button. If it’s activated and you need to Deactivate, click Deactivate.

For information about which feature to activate for a particular product, please see this article.

Activating a Bamboo Desktop Product Using the License Manager

Overview of Licensing and and Product Activation

Follow the steps below to activate your Bamboo Desktop product with the Bamboo License Manager.

NOTE: Please install the Bamboo License Manager before proceeding. See Installing the Bamboo License Manager 2.9 for more information.

Step	Action
1.	From the shortcut on the Desktop where you installed the application, start the Bamboo License Manager. The screen shown below will appear. Click the Browse button to browse for the product that you wish to activate.
2.	If you installed the product in the default location, there should be a product folder in C:Program filesBamboo Solutions Corporation. Locate the .exe file for the product. For example, the .exe file for Bamboo List Bulk Import, is Bamboo.BulkImport.exe as shown in the screen shot above.
3.	You are returned to the License Manager and the appropriate product name should appear in the drop down selection. Enter your License Key in the space provided and click Activate.
4.	The License Status screen will appear letting you know that your product is Active. The License Key used to activate is shown as the Serial Number.
5.	You can always follow steps 1-4 above to learn the status of your Bamboo product license; particularly if you are wondering what License Key you used to activate this instance of the product. However, in Step 3, rather than entering a License Key, just click Activate while leaving the License key space blank. The License Status screen will appear displaying the current status of the license.

Access List Print to print SharePoint lists

Overview of List Print user display

The List Print feature is activated or deactivated as a site collection feature. See Activating a Bamboo Site Collection Feature for more information on how to activate it.

Following activation, List Print is available from the SharePoint list to all users with permission to view that list.

SharePoint 2013 & SharePoint 2010
SharePoint 2007

Account Approval Settings

Return to User Account Setup Configuration

User Account Setup can be configured to submit new account requests for approval before the account is created. Account approval includes the following features and benefits:

Automatically sends an email to the configured approvers with a link to the new account request.
Multiple approvers can be configured, but only one approver has to respond.
Can send a confirmation email to the original requestor, as well as to the new account, when the account is created.
Customizable approval and confirmation email templates, which support substitution variables for account properties.
Supports plain-text email.

Account approval is disabled by default. To configure account approval:

Step	Action	Result
1.	Edit the Web Part and click the User Account Setup Web Part Settings button.
2.	In the Approval & Logging Settings section of the web part settings page, click the Account Approval tab.
3.	Select the Administrator approval process option.
4.	Configure one or more approvers. All approvers in the list will receive the approval request.	The first approver to respond approves or denies the request. The account will be created only if the request is approved.
5.	You also have the optional to customize the approval and confirmation email templates. Supported substitution variables are listed to the right of each template.	For example, to include the display name of the new account in the email body, enter the substitution variable {Display Name} (including the brackets) in the text. To send approval and confirmation messages without HTML formatting, select the Send e-mail in plain text option.
6.	Define email recipients. A confirmation email is sent to the new account by default. To also send a confirmation to the person who requested the account, select the Requestor option.

For a step-by-step example of the account approval process, read About the Account Approval Process for End Users.

Account Approval E-mail Settings

Return to Overview of Configuration

The information you enter here is what users see when the automated system email is sent out after an account has been successfully created.
Step	Action	Result
1.	E-Mail Subject	The subject of the email sent to the address making the account creation request.
2.	E-Mail Message	The contents of the message.
You can modify the email in any way (formatting, text, images, tables, etc.) you see fit. You can use tokens for {NewUserName} and {NewPassword}. It is recommended that you use these, but it is not required.

Access My Alerts Organizer

Overview of My Alerts Organizer display

The My Alerts Organizer feature is activated or deactivated at the Web Application level in SharePoint Central Administration on the SharePoint server.

Following activation, My Alerts Organizer is available to all users within the site application by selecting the Open Meun down arrow next to the Log In user accout.

2007	2010	2013

Users with Full Control permissions to a site will also be able to access their My Alerts Organizer console from the Site Administration section of Site Settings.

SharePoint 2007	SharePoint 2010	SharePoint 2013

NOTE: Only Site Administrators can see the Site Administration section in Site Settings. Site Administrators are users who have directly been granted Full Control, or belong to a group with this permission level.

Bamboo Alerts Administrator

Overview

Alerts Administrator is a SharePoint feature and is installed as a solution through the SharePoint Installer. The Alerts Administrator feature is activated or deactivated at the Web Application level in SharePoint Central Administration on the SharePoint server.

Following activation, the Alerts Administrator console is available on all Site Collections within the Web Application from the Site Actions/Sites drop down menu.

SharePoint 2007	SharePoint 2010	SharePoint 2013

Users with Full Control permissions to a site will also be able to access the Alerts Administrator console from the Site Administration section of Site Settings.

SharePoint 2007	SharePoint 2010 & 2013

NOTE: Only Site Administrators can see the Site Administration section in Site Settings. Site Administrators are users who have directly been granted Full Control, or belong to a group with this permission level.

Access SP via REST

The Access SP via REST widget allows the workflow to read from and update items in an external SharePoint list and store the results in a workflow variable. The external site must have the Bamboo MashPoint REST Extensions installed, at which point the site is accessible as a REST service.

NOTE: Workflow Conductor widgets can access items in any site collection in the current Web application. Use the Access SP via REST widget only if you need access to items in other Web applications or other SharePoint farms.

SharePoint 2007 Server Administrator:: The Bamboo MashPoint REST Extensions installation package is available in the Workflow Conductor for SharePoint 2007 Setup application. To install the MashPoint REST Extensions, click on it in the Components list, and then click the Install button. Follow the installation instructions. After the MashPoint REST Extensions are installed, you can connect to the server using the Access SP via REST widget. For detailed installation instructions, refer to the section Installing the Product, or read the Bamboo Knowledge Base article KB.12582 – HOWTO: Install the Bamboo MashPoint REST Extensions.

SharePoint 2010 Server Administrator: The MashPoint REST Extensions are available for SharePoint 2010, but are no longer included in the Workflow Conductor Setup package. The Access SP via REST widget is disabled by default in Workflow Conductor for SharePoint 2010. For instructions to download and install the MashPoint REST Extensions and enable the Access SP via REST widget in Workflow Conductor, read the Bamboo Knowledge Base article KB.12582 – HOWTO: Install the Bamboo MashPoint REST Extensions.

Widget Limitations:** The MashPoint REST Extensions do not support FBA accounts.

The Access SP via REST widget connects to Bamboo MashPoint REST services only. Connection to SharePoint 2010 REST services is not currently supported.

Widget Properties:

Column	Description
REST Service Method (Required):	Click the button to define the connection properties and action to be taken on the external SharePoint list:
REST URL:	Enter the URL of an external SharePoint site where the MashPoint REST Extensions are installed. For example: http://server/mashpoint/1/
Username/Password/Domain:	By default, the widget will use the credentials of the workflow initiator to access the external SharePoint site. If this is the desired behavior of your workflow, leave these fields blank. Otherwise, you can enter specific login information for the widget to use to connect to the site. Any login information you enter is stored with the widget and used any time the workflow runs. Lists: After you enter a REST URL, click the Get List button to retrieve a set of available lists from the external SharePoint server. Select a list for the widget to use.
Action:	Available REST actions include: Get: This action returns a single field value from the selected list. Select the list field to get, and then select criteria to use to find the item in the list by choosing a field and providing a criteria value in the Equals box. The value can be explicitly defined or it can be defined using a lookup. For example: Get Field Where Field Equals Value Add: This action creates a new item in the selected list. Select a field, provide the desired value for the field, and then click Add. Do this for each field in the external SharePoint list for which you want to provide a value. Any values you provide can be explicitly defined or can be defined using a lookup. Update: This action updates one or more fields in a single item in the selected list. Select a field in the external SharePoint list that you want to update and provide a new value for the field. Do this for each field in the item that you want to update. Any value you provide can be explicitly defined or can be defined using a lookup. You must also select criteria to use to find the item in the list to be updated by choosing a field and providing a criteria value in the Equals box. For example: Update Field(s) to NewValue(s) Where Field Equals Value Delete: This action deletes a single item from an external SharePoint list. Select criteria to use to find the item in the list to delete by choosing a field and providing a criteria value in the Equals box. The value can be explicitly defined or it can be defined using a lookup. For example: Delete Where Field Equals Value
Variable Set To (Required):	Select a workflow variable with a Text data type to store the results from the REST call. Create variables in the Workflow Settings tab in the settings pane, or click the Create new variable link next to the variable list.
Click Apply to save the widget settings.

Example of Using Access SP via REST Widget

Return to External Data Widgets

See Also:

About Workflow Publishing Scopes

There are four different workflow scopes available for the Simple Publishing method, depending on your SharePoint version. You can allow any or all of the following scopes for workflow designers:

Scope	Description
Publish to List	When you publish a workflow to a list, the workflow is only associated to the list where the workflow was created. It is not reusable and cannot be associated to other lists. If you want to use the same workflow on another list, you can publish the workflow template again to the new list.
Publish to Site	When you publish a workflow to the site, it can be associated to any list or library in the site where the workflow was created. It is reusable. To associate a workflow to another list after it is published, use the Workflow Settings option in the List/Library ribbon or Settings page. NOTES: Publishing a workflow to a site is not the same as publishing a site workflow, which is a workflow that is associated to a site instead of a list. This scope is available in Workflow Conductor for SharePoint 2010 or 2013 only.
Publish to Site Collection	When you publish a workflow to the site collection, it can be associated to any list or library in any site in the site collection where the workflow was created. It is reusable. To associate a workflow to another list after it is published, use the Workflow Settings option in the List/Library ribbon or Settings page. NOTES: To publish a workflow to a site collection, Conductor Studio must be started from a list or library in the top-level/root site of the site collection. If you are on another site, the Publish to Site Collection option will be disabled. This scope is available in Workflow Conductor for SharePoint 2010 or 2013 only.
Publish as Site Workflow	When you publish a workflow as a site workflow, it is associated to the site where the workflow was created. It is not reusable and cannot be associated to other sites. If you want to use the same workflow on another site, you can publish the workflow template again to the new site. NOTES: Site workflows cannot use Current Item or Current List lookups, since they are not associated to a list and are not started on items. However, most other widget and workflow functionality can be used in a site workflow. This scope is available in Workflow Conductor for SharePoint 2010 or 2013 only. See an example of a site collection workflow using the Collect Data From User widget.

Workflow Conductor Deployment Methods

Workflow Deployment

In Workflow Conductor 2.0 and higher, there are two deployment methods available for Conductor workflows. The method you select determines how the workflow is deployed from Conductor Studio to the SharePoint farm and where it is available for association to lists and libraries. The choice of deployment methods is a global option set in the Workflow Conductor Control Panel General Settings section, which is accessed through SharePoint Central Administration.

Each deployment method name and its features is detailed below. You can switch deployment methods at any time without affecting workflows that are already deployed, but new workflows will be deployed using the method currently selected in the Workflow Conductor Control Panel.

Solution Deployment

The Solution Deployment method is the only deployment option available for versions of Workflow Conductor prior to 2.0. This method has the following features and limitations:

Features

Limitations

Workflows are deployed to the SharePoint farm as a solution package (.wsp), like Visual Studio workflows. The solution is activated as a site collection feature for the site collection where the workflow was created.
The workflow is automatically associated to the list where it was created.
Each workflow can be associated to any list or library in all site collections in the Web application (after the site collection feature is activated) without using the Conductor Studio.
Optionally configure workflow deployments for immediate workflow deployment or for scheduled workflow solution deployment.

Because the workflow is deployed as a farm solution, the application pool is recycled during the deployment. There may be a brief interruption in site availability during deployment.
In order to use the Solution Deployment Method to deploy workflows using Workflow Conductor on Windows Server 2008, you must disable User Account Control (UAC) Admin Approval Mode or turn off UAC. UAC is a security component that allows an administrator to enter credentials during a non-administrator’s user session to perform occasional administrative tasks. Simple Publishing Method does NOT require a modification to UAC. See Configuring UAC for Workflow Conductor for more information.
To deploy a new version of a workflow, you must either use a different name than the existing workflow or retract and then remove the existing workflow solution from the farm.
Site workflows are not supported with this method.

Simple Publishing

Simple Publishing is a workflow deployment option introduced in Workflow Conductor 2.0. This method has the following features and limitations:

Features

Limitations

Workflow publishing does not require application pool recycling and therefore does not impact site availability.
The workflow is automatically associated to the list where it was created, if published to the list. If published to the site or site collection, you can choose whether to associate it with the list where it was created.
Workflows published to the site or site collection can be associated to specific content types when published (SharePoint 2010/2013 only).
New versions of a workflow can be published with the same name without affecting current versions that are still running.
In SharePoint 2010/2013, workflows can be published to a site or site collection, as well as a single list/library.
Workflows can be published as a site workflow.
Workflows published to a site or site collection can be reused in other lists in the same site or site collection without using the Conductor Studio.

A workflow may take slightly longer to start the first time while the workflow is compiled. After the workflow is compiled during the first run, subsequent runs should be slightly faster.
For SharePoint 2007, workflows cannot be published to a site or site collection or as a site workflow. They can be published to a list only.
For SharePoint 2010/2013, workflow reusability is limited by the scope you select (list, site, or site collection) when you publish the workflow.

About Workflow Conductor

Overview of Workflow Conductor Control Panel

To determine the release of Workflow Conductor that you have installed on your SharePoint farm, check either of these locations:

Workflow Conductor Control Panel
Workflow Conductor Studio

NOTE: The information from each location is slightly different. If you are having an issue with Workflow Conductor and a Bamboo Support Engineer asks you for the release information of your Workflow Conductor, send the information from both pages.

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From the Workflow Conductor Control Panel

Step

Action

In SharePoint Central Administration, click the Workflow Conductor link to go to the Workflow Conductor Control Panel.

In the Workflow Conductor Control Panel page, click About Workflow Conductor. The version information will be displayed.

About WFC.jpg

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From the Workflow Conductor Studio

Step

Action

In the Workflow Conductor Studio ribbon click About.

About option in Conductor Studio ribbon.jpg

The Workflow Conductor release information will be displayed.
About WFC from ConductorStudio.jpg

About the Portfolio Dashboard List

This list is automatically created when you add the Project Portfolio Dashboard web part to a page. The list is created on the same site where the web part is added to a page.

Note: If you remove the web part from a page or uninstall the web part completely, the Project Portfolio Dashboard list will not be removed. You must remove it manually.

Any Project Portfolio Dashboard web parts added to a page in a site reference the same Project Portfolio Dashboard List. There is only one list per site.

You can change the name of the Project Portfolio Dashboard list, but you must update the Bamboo.ProjectPortfolioDashboardList.xml configuration list with the name of the new list so that the web part points to the correct data source. The list may be located in the following location depending on your SharePoint configuration:

<drive>:InetpubwwwrootwssVirtualDirectories80wpresourcesBamboo.ProjectPortfolioDashboardBamboo.ProjectPortfolioDashBoardList.xml

The Portfolio Dashboard List stores the following data:

Item	Column	Description	Column Type	Customizable?
1.	Title	Name of the project.	Single line of text	N/A
2.	Project Name	Name of the project.	Single line of text	N/A
3.	Project Manager	Name of Project Manager.	People and Groups	N/A
4.	Project ID	ID number to uniquely identify the project.	Single line of text	N/A
5.	Project Status	User can select from these choices as well as add their own. Active Complete Cancelled Pending	Choice	Yes
6.	Project Type	User can select from these choices as well as add their own. Custom Marketing Product Other	Choice	Yes
7.	Project Phase	User can select from these choices as well as add their own. Initiating Planning Executing Controlling Closing	Choice	Yes
8.	Executive Summary	User can write a short project charter, report/summary, or list of issues/risks.	Multiple lines of text	N/A
9.	Issue Description	Brief description of main issue affecting the overall status of the project.	Single line of text	N/A
10.	Baseline Start Date	Baseline Start Date (Only displays Date, not Time.)	Date and Time	N/A
11.	Baseline End Date	Baseline End Date (Only displays Date, not Time.)	Date and Time	N/A
12.	Actual Start Date	Actual Start Date (Only displays Date, not Time.)	Date and Time	N/A
13.	Actual End Date	Actual End Date (Only displays Date, not Time.)	Date and Time	N/A
14.	Forecasted End Date	Forecasted End Date (Only displays Date, not Time.)	Date and Time	N/A
16.	Duration	Duration of project in number of hours or days.	Number	N/A
17.	Original Project Due Date	Original Project Due Date (Only displays Date, not Time.)	Date and Time	N/A
18.	Current Project Due Date	Current Project Due Date (Only displays Date, not Time.)	Date and Time	N/A
19.	Project Original Budget (BAC)	Total budget for completion of the project	Currency	N/A
20.	Project Current Expense (AC)	Actual cost incurred.	Currency	N/A
21.	Project Planned Expense (PV)	The estimated value of the planned work.	Currency	N/A
22.	Project Earned Value (EV)	The estimated value of the work accomplished.	Currency	N/A
23.	Project Health Overall Status	User can select from these choices as well as add their own. On-track Delayed Stopped	Choice	Yes
24.	Project Health Schedule Variance Status	User can select from these choices as well as add their own. On-track Early Late	Choice	Yes
25.	Project Health Effort Variance Status	User can select from these choices as well as add their own. On-track Under Over	Choice	Yes
26.	Project Health Cost Variance Status	User can select from these choices as well as add their own. On-track Under Over	Choice	Yes
27.	Project Scope Variance Status	User can select from these choices as well as add their own. On-track Under Over	Choice	Yes
28.	Project Health Customer Feedback Status	User can select from these choices as well as add their own. Normal Positive Negative	Choice	Yes
29.	Project Plan Effort	Expressed in hours or days. Calculation: [Baseline End Date – Baseline Start Date]	Calculated	No
30.	Project Current Effort	Expressed in hours or days. Calculation: [Forecasted End Date – Actual Start Date]	Calculated	No
31.	Cost Variance (CV)	Calculation: [CV = EV – AC]. A negative result means the project is over budget; positive result means project is under budget.	Calculated	No
32.	Schedule Variance (SV)	Calculation: [SV = EV – PV]. A negative result means the project is behind schedule; positive result means project is ahead of schedule.	Calculated	No
33.	Cost Performance Index (CPI)	Calculation: [CPI = EV/AC]. We are getting X dollars for every dollar spent.	Calculated	No
34.	Schedule Performance Index (SPI)	Calculation: [SPI = EV/PV]. We are progressing at X% of the rate originally planned.	Calculated	No
35.	Estimate at Completion (EAC)	Calculation: [EAC = BAC/CPI]. AS of now, what do we expect the total project to cost?	Calculated	No
36.	Estimate to Complete (ETC)	Calculation: [ETC = EAC – AC]. How much more will the project cost?	Calculated	No
37.	Link to Project Site	User can enter the URL to the site that contains relative project information.	Hyperlink or Picture	N/A

About the Master Site

Grants Management includes two site templates, one for the master site and one for the grant project site, and several Bamboo Web Parts.

Master Site

When users log in to the grant management portal, they land on the master site page (Figure 1). The Main Home page includes links to the various grant project areas. It also includes some management-level information that summarizes information across all active grants. Specifically, the information displayed includes:

Master List of Grants: The Master List of Grants is a list of all the grants for the organization. The grant value and period of performance are shown, and the value is summed for each category. Potential categories include: Proposal Under Development, Proposal Submitted, Proposal Denied, Grant Awarded, Grant Closed, and Grant Canceled: If desired, the Master List can be filtered to hide the denied, closed and canceled grants by default.

The information in the list can be sorted on any displayed column by clicking the column heading. Clicking the same heading a second time reverses the sort order.

Documents. There is one document library on the master site. It is intended to store documents, forms and/or templates that are used by your team. The Shared Documents library will serve as a central repository, ensuring that your team is always using the latest version of available documents.
Overall Budget. View budget information for all grants, including payments vs. expenses, amounts and transaction dates for each grant project as well as the balance of the total number of budgets per project. Grant projects are grouped by payments and expenses where you can also see a total for each grouping under that project.

Open Issues. View all the open issues across all grant projects by clicking the Open Issues link in the Overall Grant Information menu on the left banner. The Open Issues Rollup (Figure 2) displays a list of all the open issues across all active grants. The information in the list can be sorted by any of the displayed columns by clicking the column heading. Clicking a heading a second time reverses the sort order.

About the Installation Files

Options for Installing

image showing install files for Tree View web part When you extract the product EXE to a location on your SharePoint server, several folders are created that contain installation files and Setup program configuration files. The root level of the extracted file system includes the file Setup.bat, which launches the Setup program. The list below shows the installation files for the Tree View Web Part, as an example.

For manual installation, you will access the following folders that contain installation files:

Component.wsp: There may be several folders with names ending in .wsp, depending on your product. Each WSP folder contains the installation files for a specific SharePoint Solution. One or more SharePoint Solutions may be installed for each product component.
docs: Contains the Installation and Licensing Quick Start Guide.
misc: The MISC folder includes miscellaneous files, including PowerShell scripts for manually installing or uninstalling the product.
msi: If a MSI folder exists for your product, it could contain multiple files ending in .msi. Each is an installation executable. Some MSI installers in the msi installation folder have both a 32-bit and a 64-bit version. The 64-bit version will include .x64 in the file name. Run the version of the MSI that is appropriate for your operating system. Do not install both.
res: Contains files required by the Setup program but not necessarily needed during a manual install.

Display a welcome message on your SharePoint site

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 Hello to a page in your SharePoint site. How to add a web part to a SharePoint page.

Next, edit the web part in the web part tool pane to customize the greeting(s).

Step	Action
1.	Enter text you want to appear when a user logs into your site in the morning hours.
2.	Enter text you want to appear when a user logs into your site in the afternoon hours.
3.	Enter text you want to appear when a user logs into your site in the evening hours.
4.	Choose your preferred text color from the drop down selection.
5.	In this section you can check whether text should be bold, italics or underlined.
6.	Click Apply and OK to save your web part.

Exit page edit mode.

Now when users open your SharePoint site, the greeting they see reflects the verbiage you set for the time of day. If you set the text color for their user name, their name will display in that color.

NOTE: The time of day is dependent on the time to which the server hosting your SharePoint site is set.

About the Bamboo Project Task List

Return to Configuration Overview

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The Bamboo Project Task List is automatically created when you add Task Master to a page. The list is created on the same site where the Task Master web part is added to a page. Any Task Master web parts which are added to a page in a site will reference the same Bamboo Project Task List. There is only one list per site.

NOTE: If you remove Task Master from a page or uninstall Task Master completely, the Bamboo Project Task List will not be removed; it must removed manually.

You can change the name of the Bamboo Project Task List, but you must also update the Bamboo.TaskMaster.xml configuration list with the new name; otherwise, each time that you add Task Master to a page, it will create the Bamboo Project Task List if it does not find a list of the same name in the site. The file may be located in the following location depending on your SharePoint configuration:
<drive>:InetpubwwwrootwssVirtualDirectories<port>wpresourcesBamboo.TaskMasterBamboo.TaskMaster.xml

The Bamboo Project Task List stores the following data. For more information about the column names and descriptions, read Glossary and Help.

Column	Description	Column Type	Customizable
Title	Use this field to display the name of the task.	Single line of text	Yes
Priority	Use this field to assign a priority value to the task such as High (1), Normal (2) or Low (3).	Choice field with the choices shown below saved as a single line of text	Yes
Status	Use this field to display the status of the task such as Not Started, In Progress, Completed or Deferred.	Choice field with the choices shown below saved as single line of text	Yes
% Complete	Use this field to display the percentage of completion.	Number (percentage)	Yes
Assigned To	Use this field to assign the task to a resource.	Person or Group	Yes
Task Group	Use this field to assign the task to a specific group.	Person or Group	Yes
Description	Use this field to describe the task.	Multiple lines of text	Yes
Start Date	Use this field to display the date that the task is started.	Date and Time	Turn on the Date and Time option to use the Working Hours feature
Due Date	Use this field to display the date that the task will be completed.	Date and Time	Turn on the Date and Time option to use the Working Hours feature
Duration	This is a custom column for application use based on Start Date and Due Date. This calculation also determines the duration of the Parent Task when the start or due date of one of the Predecessor Tasks assigned to the Parent Task has changed. It is also used to determine how the working hours are applied to the total duration of a task. Duration can be displayed in minutes, hours or days, based on the user’s selection.	Bamboo Duration Column	Yes (see Duration Column section below)
Parent Task	This field displays the summary task. This column looks up the Title column from this list.	Lookup column	Not recommended
Predecessor Task	This is a dependency task on which the task depends before it can be started or finished. For example, Create Design Document is a predecessor task to the Review Design Document task. The Review Design Document task cannot start until the Create Design Document task is completed if the Constraint Type is set to As Soon As Possible. This column looks up the Title column from this list.	Lookup column	Not recommended
Constraint Type	The Constraint Type associates with the task’s schedule such as Must Start On or Start No Earlier Than. With all choices except As Soon As Possible, you must enter a date in the Constraint Date column.	Choice field with the choices shown below saved as a single line of text	Not recommended
Constraint Date	This field is associated with the Constraint Type. It is the date that the task Starts No Earlier Than, Starts No Later Than or Must Start On depending on the selected Constraint Type.	Date and Time	Not recommended
Milestone	Use this field to indicate whether the task is a milestone. A milestone is a scheduled event signifying the completion of a major deliverable. It has 0 duration.	Yes/No	Not recommended
WBS	Use this field to display the Work Breakdown Structure (WBS) for the task outline.	WBS Type	Not recommended
Work	Use this field to display the total amount of work that a resource is assigned. This is a calculated column that is set to the value of the Duration column.	Bamboo Duration Column	Not recommended
Actual Work	Use this field to display the time that the resource actually works on the task. This is a calculated column that shows the result of the following calculation: Actual Work = [Work] x [% Complete]	Number	Not recommended
Remaining Work	Use this field to display the work that remains in order to complete a task. This is a calculated column that shows the result of the following calculation: Remaining Work = [Work] – [Actual Work]	Number	Not recommended
Assignment Units	Use this field to display the assigned resource’s allocation to a task.	Number (Percentage)	Not recommended
Days Overdue	This is a custom column for application use that displays the number of days an incomplete task is overdue. A task is considered overdue if its % Complete is less than 100% and its Due Date is before the current date. Do not modify this column.	Bamboo Days Overdue Column	Not recommended
Schedule Status	This is a custom column that displays a status indicator based on the number of days an incomplete task is overdue. The indicator threshold and indicator icon type can be configured.	Bamboo Task Status Indicator Column	Yes (customize threshold and indicator type)
Total Slack	This field displays the amount of time a task finish date can be delayed without delaying other tasks or the project finish date. Tasks with zero Total Slack are in the project Critical Path.	Number	Not recommended
% Work Complete	Use this field to display the percentage of work complete.	Number (percentage)	Yes
Early Finish	This column displays the earliest a task can finish based on the Early Finish dates of predecessor and successor tasks and other task constraints. This is the earliest date a task can finish if all predecessor and successor tasks also finish on their Early Finish dates.	Date and Time	Not recommended
Early Start	This column displays the earliest date a task can start based on predecessor and successor tasks and other constraints.	Date and Time	Not recommended
Late Finish	This field displays the latest date a task can finish without delaying the project finish date.	Date and Time	Not recommended
Late Start	This field displays the latest date a task can start without delaying the project finish date.	Date and Time	Not recommended

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If you are using your own Task List with Task Master, or if you are upgrading to a new version of Task Master, the following columns are added after you click Upgrade in the tool pane.

New Columns Added	Column Type
% Work Complete	Number (Percentage)
Actual Work	Number
Assignment Units	Number (Percentage)
Constraint Date	Date and Time
Constraint Type	Choice
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 Work	Number
Schedule Status	Bamboo Task Status Indicator Column
Total Slack	Number
WBS	WBS Type
Work	Bamboo Duration Column

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If you are using your own Task List with Task Master, or if you are upgrading to a new version of Task Master, the following hidden columns are added after you click Upgrade in the tool pane. These columns are required in order for Task Master to compute based on the business logic.

New Columns Added	Description	Column Type
BSC_Start_Minutes	Hidden Column	Number
BSC_End_Minutes	Hidden Column	Number
BSC_Working_Hour_Mode	Hidden Column	Boolean
BSC_IsRecalculated	Hidden Column	Boolean
BSC_Old_StartDate	Hidden Column	DateTime
BSC_Old_DueDate	Hidden Column	DateTime
BSC_Old_Duration	Hidden Column	Number
BSC_Old_Work	Hidden Column	Number
BSC_Old_Resource	Hidden Column	Text
BSC_Old_AssignmentUnits	Hidden Column	Number
BSC_Old_TotalAllocation	Hidden Column	Number
BSC_Old_CalculateType	Hidden Column	Text

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Return to Configuration Overview

About the Account Approval Process

If an approval process is configured for new accounts, requests are forwarded to one or more approvers for review. If the reviewer approves the request, the account is created.

A step-by-step example of the approval process is provided below.

Step	Action	Result
1.	After the account request is submitted, all approvers configured in the Account Approval settings receive an email with a link to approve the request.	NOTE: This email template can be customized in the web part settings. If you are an approver, click on the link provided in the email to review the request.
2.	Make a selection to approve or deny the new account.
3.	Click the Submit button.	NOTE: If multiple approvers click on the request, only the first response is accepted.
4.	If a request is approved, the account is created. A verification email is sent to the new account.	NOTE: The verification email template can be customized. An email can also be sent to the original requestor, if that option is selected in the web part settings.

Suite/Toolkit Installation and Licensing

Permissions

Listed below are the specific products included in Administration Toolkit:

Entering Tasks in the Timesheet Tasks list

Adding an RSS feed for a World Clock and Weather location

To add an RSS feed to a location, configure the Web Part properties:

Finding RSS feed URLs

Authenticated RSS Feeds

Connecting to RSS feeds from an HTTPS environment

Slow RSS feed response times

Scenario

Add a View to a Report

Scenario

To add the Budget Cost Status KPI to a dashboard display complete these steps:

OR

Allow requestor to select organizational unit

Editing Attribute Properties

Adding an Attribute

General Settings

General Settings

Open SharePoint Central Administration.

To activate your license online:

To activate your license offline:

To activate your license immediately:

Optional Step:

About Workflow Publishing Scopes

Solution Deployment

Simple Publishing

From the Workflow Conductor Control Panel

From the Workflow Conductor Studio

Master Site