Project Tracking Database overview - · PDF fileDatabase creation •Prior to December...
Transcript of Project Tracking Database overview - · PDF fileDatabase creation •Prior to December...
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Project Tracking Database
Created by: Created by:
Matt Morneault - Research Associate
Miami University
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Database creation…• Prior to December ‘09 – Research tracked daily tasks/projects in an excel sheet
• December ‘09 – an old tracking database was found (only partially done but had great structure)(only partially done but had great structure)
• January ‘10 –the process of converting the partial database into a functional one began.
• March ‘10 – the database was fully implemented with the entire research staff.
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The database opens with a
staff identification screen.
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This screen is used as the
primary filter for the project list.
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Upon entering the database the main menu appears
The basic menu (shown here) is seen by most users of the system.
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The administrator menu (shown here) allows the administrator access to several
database controls that need to be restricted.
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The main menu choices are:
Shows a detailed list of the project/tasks
for the user identified on the opening
screen. (available to all users)
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The project/task list is a split form that shows a detailed view at the top of the page and
more of an excel view at the bottom. The page can be further filtered by using the
advanced filter function of access to limit what projects/tasks are visible.
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This screen is fairly self explanatory
but some special features include:
This pop up screen allows
for the easy conversion of
hour & minutes worked
into total hours worked
The activity timers allow the user to accurately monitor their
time spent throughout the day and the projects life cycle.
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Using the exit screen button allows
the user to return to the main menuthe user to return to the main menu
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The main menu choices are:
Shows a list of our departments reports
(available to all users)
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The report menu gives a detailed
description of the various reports
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Many of the reports are
date based and have been
configured to allow for
various parameters to be
entered to create a
Users open the report
parameters screen to enter
and adjust parameters to
create their desired report.entered to create a
custom report.
create their desired report.
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The report parameters screen allows users to enter a desired date range for their
report. This screen also allows a user to further restrict the report output by selecting
a specific development officer or specific priority status or project status, etc.
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The data entered on the report parameters screen is
also mirrored at the end of nearly every report.
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Users can click the report menu button to
toggle back and forth with the report menu
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To close the report menu and return the main menu users
can click on the exit button at the bottom of the screen.
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The main menu choices are:
We track our data entry activity within our
Banner database. This screen allows the
administrator to enter our monthly numbers.
(available only the database administrator)
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Our IT department created a report that pulls data on all of our data entry activity
within the Banner® database. We are then able to capture that information into a within the Banner® database. We are then able to capture that information into a
dedicated table so that we can store historical data. We also use the data to
produce periodic reports to show the amount of work that is being done within the
alumni database.
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The main menu choices are:
This option opens another menu screen where the administrator can
add/delete/update information for development officers, research staff, etc.
(available only the database administrator)
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This is the only menu option
that requires a password.
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The UA staff table is a listing of all The UA staff table is a listing of all
development office personnel. This
list is used for those who request a
project/task from research.
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The research staff table is a listing of The research staff table is a listing of
all research office personnel.
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The categories table is a listing of the
specific task types that research
performs on a daily basis.
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Users can use the exit button to
return to the main menu screen.
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Click here to exit and close the database