Traffic & Project Manager Workbook

Welcome to FP!  This workbook is broken up into 2 parts.  Part 1 will introduce you to the fundamentals you need to get started.  Part 2 contains links to documents and videos that are more specific to your role for basic training.

If you don't find what you are looking for please visit the FP Library

Part 1:  Getting started

1.1 Accessing Function Point -Minimum Browser & System Requirements

In order for Function Point to run on your machine you will need to make sure you have the correct browser and application.  Your fp. system is browser and operating system agnostic.  However, we cannot support more than 2 versions back of any browser. Please keep your preferred browser up to date for the best user experience with the product.

1.2 Logging into Function Point for the first time

Once you have confirmed that you have the correct browser and system requirements you are now ready to log in.  Here we have provided both a short video as well as a document that will give you a couple of pointers.  Your company will also have a custom link that you will want to bookmark.  Ask your FP Prime (those members of your team with access to the Admin area) for more details.

How to Login to FP - Video

1.3 Your Dashboard (Home Screen)

After logging into FP you will be dropped into the dashboard view.  Here are a handful of articles that will explain a bit more about your Dashboard, and steps on how you can customize it.

Filtering Job & Task Information on Your Dashboard

Customizing Your Dashboard

Business Intelligence Visuals for Your Dashboard

1.4 Submitting a Timesheet

One of the most important activities you will do in FP on a daily basis is submitting your timesheets.  Here is a quick video on how you can quickly add time against Jobs you are working on, or Tasks that have been assigned.

How to Track Time - Video

1.5 Navigation Basics

Once you feel confident adding time-sheets in FP, you are now ready to add, and search for information.  In this quick video you will learn how easy it is to navigate through the system.

Navigation Basics - Video

Part 2:  Basic Training

Now that you have completed Part 1 of this workbook, you are now ready to learn more about using the tool.  Please note that every agency is unique, so you may be required to do additional activities.  If this is the case please check out our FP Library that houses documentation, videos, and best practices on all aspects of the system.

2.1  Scheduling your team

In Function Point, Tasks are specific deliverables that you need your team (individuals with FP log ins) to accomplish in order to complete a Job.  Tasks are typically assigned within a defined date range and hours.

You have the choice of adding Tasks individually, or using a Schedule to assign multiple tasks in a one-screen view.  

To help you assign resources to a Job you may also use the Resource Allocation feature which is an on screen report that can be used to check the availability of your team.  

Creating a Schedule from the Estimate or Job

Resource Allocation & the Work Calendar

Ways to Create Tasks in FP

2.2 Communicating about a Job (Notes)

In Function Point, Notes are used to record communication about companies, contacts and Jobs.  Notes on a Job help to keep the team up to date on the scope and status of the Job, and can be used to share files. You can (and should) also connect your client and Job emails to the notes areas of your FP system. Below you will find links to documents that review how to add notes, find Notes and connect emails to Notes, in the system.

Adding Notes

Finding & Editing Notes

Connect Your Company, Contact & Job Related Emails into the Notes Areas

2.3 Finding data in FP

On a daily basis you need access to the most up to date information about the status of your Jobs, Tasks, Projects and the time that the team has submitted against open work.  Every module that runs along the main navigation bar has a Find, View and Add option.  To pull custom reports you can select the "Find" option and then use the available fields to refine your search.  To learn more please have a look at the Find Routines document.

Find Routines

2.4 Learning more

This chapter on being a Traffic/ Project Manager has included a few more articles to help increase your know-how. And do let us know if you get stuck: support@functionpoint.com

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