Displays your Exepron Account information.
Time Zone: Select your Time Zone for the entire Account. If changes are made to an Account Time Zone, Exepron will recalculate all Account information, including the Resource Loading and Buffer Penetration. This action may take several minutes. Recommendation: Set the Account Time Zone where most of your Resource Pool is located.
Exepron recommends setting the Account Time Zone first, then adding the Project Managers, Resource Managers and Task Managers as Users.
Identify the Project Team, Project Manager(s), Resource Manager(s), Task Manager(s), Resource Types and Users assigned to your Account. Review the 4 Categories of Resources for guidance.
The Account Administrator or Project Manager should follow the sequence below:
- Account Time Zone: Select the Time Zone for the Account.
- Users: Identify and add Account Administrator(s), Project Managers, Task Managers and Resource Managers as New Users..
- Identify and add Resource Types (Resource Pool) for this Account.
- Assign Resource Types to a Resource Manager.
- Designate the User as a specific Resource Type to track Resource Type Work Hours and Costs.
- Cost Groups: Prepare cost categories called Cost Groups in Exepron, ready to collate Resource Types into these cost categories.
- Set Email Notification set the Alert Conditions for the Account when Users receive automated alerts when Project, Task, and Milestone conditions are achieved.
- Select the Calendar for this Account – select the work week start and duration, holidays, and non-working days for this Account. Set the weeks for urgent Task display.
- Add custom Reason Codes for this Account. Users can Select and Add Reason Codes in Task Details when delays occur as part of ‘ongoing improvement efforts.
- Add custom Activities and Activity Bundles for this Account. Select and Add Activities in Task Details. There are lists of Items or Work Instructions required to complete a Task.
- Activity Approvals: These are the Compliance Sign-off requirement on an Activity to complete the Task.
- Add custom Field Headings to display in the Critical Chain Schedule screen. Tasks can have up to 20 additional customizable named data fields.
- Assign User Roles and Permissions, Project Permission / Email Notifications.
- Units: for Cost Allocationthese are the cost Units. e.g. Work Hours, Days, Linear ft (of material), Cubic Yards (of fabric), etc.
Everyone assigned to a Project is not required to be added as a User (or have a User Profile).
You can create Resource Types without adding them as a User (without creating a User Profile).
Only Users with a User Profile will be assigned permission to edit or make changes to an Account and/or Project.
Apply: Click Apply to Save the selections or changes.
Save: click Save the selections or changes and close the screen.
