Help Index
ManagePro Help Index

 Getting started

 Step by step procedures

Planning your goals

Tracking your people and teams

Organizing yourself and your time

Printing your reports

Customizing ManagePro

Using ManagePro

 Pull-down commands

 ManagePro Windows

 Buttons

View Bar

Related View buttons

Tool Bar

 Troubleshooting

 Special topics

 New Features

For information on how to use Help, press F1 or choose Help Using Help.


View Buttons
View Bar

The View Bar contains primary Related View buttons that open textual or graphic windows of database information. The buttons, from left to right, are the same as choosing the commands, from top to bottom, from the View menu. Most windows that you open using these buttons also offer a combination of Tool and Related View button area.

Goal Planner	Displays a text window for adding to and working with your overall goals.

Goal Timeline	Displays a timeline view of the Goal Planner information with timeline bars that show the duration of your goals.

Goal Status Board	Displays a graphics window for managing goals.

People/Team Planner	Displays a text window for adding and working with people and team information.

People Status Board	Displays current status of individual goals and people management activities.

To Do List	Displays a text window for viewing and working with your to do items.

Action List	Displays a text window for viewing and working with your action items.

Global Calendar	Displays a graphics window for viewing and working with your action items.

Assistant	Displays a window for viewing Goals, People and Actions in one place for quick review.

Reports Planner	Displays a window for selecting reports to print to the printer, to a file or to the screen from the people, goals or action item windows.

Advisor	Displays the Management Advisor for the currently active window.


Related View buttons

Related View buttons appear on the left side of each window. These buttons opens a window that contains more detailed information. They change depending upon which window is active and which usage style you have selected.

Choose a specific Goal, then click on these buttons to get more information sorted by goal.

Displays any related Goal Progress Data.

Displays any related Goal Progress To Do items.

Displays any related Goal Progress Data Details.

Displays any related notes.

Displays any Goal Progress attached documents.

Choose a specific person or team, then click on these buttons to get more information sorted by person or team.

Displays the person or teams related goals.

Displays the person or teams related progress.

Displays the person or teams related feedback and coaching details.

Displays the person or teams related performance appraisals and reviews.

Displays the person or teams related recognition.

Displays the person or teams related development plans.

Displays the person or teams related commitments.

Displays the person or teams related calendar.

Displays the person or teams related To Do list.

Displays the person or teams related details.

Displays the person or teams related notes.

Displays the person or teams attached documents.

Action

Displays a new To Do Item Details window where you can add an action item.

Displays a new Event window where you can add an event.

bmc commita.bmp}	Displays a new Commitment window where you can add a commitment.

Displays any details about the specified action item, event or commitment.

Displays any notes about the specified action item, event or commitment,.

Displays any attached documents about the specified action item, event or commitment.


Tool Bar

The Tool Bar appears at the top of each window (unless you change this position using the Display command from the Options menu.) When you click a Tool button, you take a specific action on the contents of the current window. For example, there are Tool buttons to sort information in the current window or to print its contents.

Close	Closes the active window.

Find	Searches for a specific item such as a goal title, status and so on, and find it in the active window.

Filter	Selects display information that meets conditional criteria that you specify. Planner views let you save filters so you can easily reapply them later.

Sort	Rearranges rows in a window, sorting by one or two fields. Planner views let you save sorts so you can easily reapply them later. For example, you might sort Bills goals by Priority and Status.

Configure	Changes how your information is displayed.

Mail	Sends an electronic mail message to the person or people indicated in the selected item. If you have not yet specified the kind of mail system you use, a window appears asking you to specify which mail system you use first.

Print	Prints the contents of the active window.

View As	Selects one of the available views for the active window.

Promote	 (available with windows that offering outlining, such as the Goal Planner summary table) let you move the selected entry up a level in the hierarchical list.

Demote	(available with windows that offering outlining, such as the Goal Planner summary table) let you move the selected entry down a level in the hierarchical list.


Windows

Goal Planner	Displays a text window for adding and working with your overall goals.

Goal Timeline	Displays a timeline view of the Goal Planner information with timeline bars that show the duration of your goals.

Goal Status Board	Displays a graphics window for managing goals.

People/Team Planner	Displays a text window for adding and working with people and team information.

People Status Board	Displays a graphics window for managing people. A colored triangle appears just right of the People Status Board button in the View bar if the status of one of your people management activities is approaching or becomes overdue.

To Do List	Displays a text window for viewing and working with your to do items.

Action List	Displays a text window for viewing and working with your action items.

Calendar	Displays a graphics window for viewing and working with your action items. The calendar gives you year-, month- and week and day-at-a-glance views of all of your action items.

Assistant	Lets you see ManagePros three areas of focus: goals, people, and actions information in a single place. It allows you to easily pinpoint items that need attention, such as goals that are critical or overdue.

Reports Planner	Lets you select reports to print to the printer, to a file or to the screen from the people, goals or action item windows.

Advisor	Displays the Management Advisor section for the active window.


File Utilities Synchronize this mobile data with base

Lets you update an extracted database with information that has been subsequently changed in the database on the primary computer or network.

This command has a dialog box.

_________

Related topics

Extracted database, synchronizing with the base database or vice versa


File Utilities Synchronize this file with mobile data

Lets you update the database on the primary computer or network with changes made to the extracted database used for mobile computing.

This command has a dialog box.

_________

Related topics

Extracted database, synchronizing with the base database or vice versa


Synchronize - Resolve items dialog box

See also Synchronize this file with mobile data for overview and related topics.


These items have conflicts

Select one or more of the conflicting fields, such as a goal, that has been changed both on the road and in the base database.


Resolve item

Displays the Synchronize - Resolve Fields dialog box to begin the process of resolving the field information conflict.


E-mail

Sends E-mail to the people involved in this conflicting entry.


Print

Prints information on this conflicting entry.


View item

Displays information about the conflict field.


Done

Merges the two databases when you have resolved the conflicts. Any conflicts you put on hold are stored and available for a later merge.


Synchronize - Resolve fields dialog box

See also Synchronize this file with mobile data for overview and related topics.


Fields for ...

Lists the fields that have conflicts.


E-mail

Sends E-mail to the people involved in this conflicting entry.


Print

Prints information on this conflicting entry.


View item

Displays information about the conflict field.


Mobile Information

Displays the mobile database details for the field you selected in Fields for ...


Base Information

Displays the base database details for the field you selected in Fields for ...


Choose Option

Select whether you want to use the Mobile or Base information for the field you selected in Fields for..., or whether you want to place this field conflict on hold.


More details

Displays more information depending on the context of what you are working with. For example, if you are viewing a parent goal, ManagePro shows you all of its subgoals. If you are viewing a note, ManagePro displays a window where you can edit the note or one of the other text boxes.


File Utilities Transfer to/from diskette command

Lets you make a copy of your database to another location, typically a diskette, or back from another location. Use this command to copy a single-user database to work on it away from the office, then to transfer it back when you are done.

This command has a dialog box.


Transfer to/from diskette dialog box

See also Transfer to/from diskette command for overview and related topics.


Transfer to a diskette or a different path

Copies a database to a diskette or into a different path.


Transfer from a diskette or a different path

Copies a database from a diskette or from a different path.


Diskette/path

Enter the full drive and pathname where you want to transfer database information to or from.


File Utilities Archive command

Lets you create a backup copy of your database as it exists right now, then optionally enter a date before which all entries will be deleted. Using this command you can delete all entries older than a specified date.

This command has a dialog box.


Archive dialog box

See also Archive command for overview and related topics.


Archive database without deleting old data

Archives a database without deleting old data.


Archive database deleting old data

Archives a database and deletes the old data.


Deletion date

Enter the date which ManagePro will use to determine what items in the database are deleted. For example, goals, to do items, and events with the due dates before this date will be deleted. ManagePro will also delete progress and feedback entries recorded before this date.


File Utilities Change file sharing type
File Utilities Change file sharing type command

Lets you change the type of access other users have to your file. You normally specify this file type when you create a new file. You can change the type at any point in the future.

This command has a dialog box.

_________

Related topics

Network access, setting up

Network, installing ManagePro on a


Change file sharing type dialog box

See also Change file sharing type command for overview and related topics.


No one will access this file

Prevents other users from accessing the data in this file.


People will have access to selected parts of this file

Gives other users access to selected data in this file.


People will have full access to this file

Gives other users access to all the data in this file.


View Goal Status Board command

Displays the status of your groups primary and supporting goals, with colored (or shaded) lights representing the current status of each goal. The current status is driven by the progress of goals assigned to various people and teams.

A colored triangle appears just right of the Goal Status Board button in the View Bar if the status of one of your goals falls behind (yellow) or becomes critical (red).

In the Goal Status Board, you can:

•	monitor the status of your primary business goals as driven by the progress of goals assigned to various people and teams

•	obtain at-a-glance reinforcement of where you, as manager, need to focus your attention and intervene

•	avoid over-managing those people and teams that are doing well on their own

•	edit, copy, cut, paste and delete goals

•	print the Goal Status Board in black and white or color

•	zoom in or out to increase or decrease the size of goals

•	move quickly right or left a screen full of status lights using the Tab or Shift-Tab keys

This command has a window

_________

Related topics

Goal Status Board, using

Goal View, changing


Goal Status Board window

See also View Goal Status Board command for overview and related topics.

Goal Status Lights

On the top row are your primary goals, as currently defined. Each goal is represented by a colored status light.

Green symbolizes that all supporting subgoals are not started, on track or done.

Yellow means that at least one subgoal is behind.

Red means that at least one subgoal has been designated as critical.

Note:	If a subgoal or checkpoint has been set (using the Special button) in the Goal Details form to Ignore Roll-Up or if you have manually overridden a goal light, then rolled-up status lights do not reflect actual status.

Arrow buttons pointing downward indicate that there a subgoal supporting this goal.

No Arrow buttons below lights indicate that this is a lowest-level goal, that is, there are no subordinate subgoals.

Red outline means this is the currently selected goal. ManagePro explodes the goal hierarchy one level below this goal, if one exists. By selecting lower-level goals, you can quickly peel the onion to see what may be driving a primary goal yellow or red (behind or critical).


View People Status Board command

Displays the status of current people or team performance relative to their goals, or people management activities. You can examine or be alerted to the status of each person or team.

A colored triangle appears just right of the People Status Board button in the View Bar if the status of one of your people management activities is approaching (yellow) or becomes overdue (red.)

In the People Status Board, you can:

•	view an at-a-glance status of the current performance of people or teams relative to their goals in summary form

•	view the execution status of people management activities that you have asked ManagePro to remind you to do

This command has a window

_________

Related topics

People Status Board, opening


People Status Board window

See also View People Status Board command for overview and related topics.

Goals

Double click on a Goals column item to display the Goal Status Board and access data related to goals. The color of a person or team's goals signify if the goal is Behind or Critical.

Progress

Double click on a Progress column item to display the Status Board Explanation and access data related to progress. The color of a person or team's progress signifies how soon you should enter progress notes.

Feedback

Double click on a Feedback column item to display the Status Board Explanation and access data related to feedback and coaching. The color of a person or team's feedback signifies how soon you should give feedback and coaching.

Review

Double click on a Review column item to display the Status Board Explanation and access data related to reviews. The color of a person or team's review signifies how soon you should give performance appraisals or reviews.

Recognition

Double click on a Recognition column item to display the Status Board Explanation and access data related to recognition. The color of a person or team's recognition signifies how soon you should give recognition.

Commitments

Double click on a Commitments column item to display the Status Board Explanation and access data related to commitments. The color of a person or team's commitments signifies how soon you have a commitment due.


View Assistant command

Displays the Assistant window so you can see important information in one place and focus on items that need attentions - like goals that are critical or overdue. The Assistant window collects data from each of ManagePro's three areas of focus - Goals, People and Actions - and displays them in one window for quick review.

In the Assistant window, you can:

•	display up to eleven different views of ManagePro data in at-a-glance format or full-screen

•	view the status of activities that you have asked ManagePro to remind you to do

•	view the status of critical goals in summary form

•	view the status of your people and teams management tasks

modify the filters used to select which information is in the summary tables

This command has a window

_________

Related topics

Assistant window, using


Assistant window

See also View Assistant for overview and related topics.

Summary tables

Displays todays to do items, critical goals or upcoming people management tasks. If you have entered to do items for today, goals that are critical or people management tasks that are upcoming elsewhere in the database, they appear in the summary tables. Otherwise, the tables are empty.
You can double-click the Todays To Do Items, Critical Goals or Upcoming People Management Tasks text boxes in the summary tables to display the Details form for the selected item as described below.
You can configure any of the 11 views that are available, three of which appear in the Assistant window by default.

The default Assistant views (summary tables) are:

•	Todays To Do Items

•	Critical Goals

•	Upcoming People Management Tasks

The other available Assistant views are:

•	Action Items

•	Goals Due Soon

•	Goals Not Updated Recently

•	Goals Updated Recently

•	Other To Do Items

•	Overdue Goals


•	Upcoming Commitments

•	Upcoming Events

Tool buttons

Sort, filter, configure and print the summary table.

Related View buttons

Add details or notes for the selected row in one of the displayed summary tables. Each related view window is described later in this chapter.

_________

Related topics

Assistant window, using


Options Assistant command

Specifies how often ManagePro should display the Assistant window for you. You can configure the Assistant Window to open automatically once a day or whenever you open a database.

Note:	You can also add additional summary tables or modify the filters used to select which information is in the summary tables using the Configure Tool button or the Configure Planner command from the Assistant menu when the Assistant is open.

This command has a dialog box.

_________

Related topics

Assistant window, using

View Assistant


Assistant Options dialog box

See also Options Assistant command for overview and related topics.


Never automatically open the Assistant

Prevents ManagePro from opening the Assistant window automatically. You must choose the View Assistant command or click on the Assistant button to open the window.


The first time a file is opened each day

Sets ManagePro to open the Assistant window whenever a file is opened for the first time in a given session of ManagePro.


Every time you open a file

Sets ManagePro to open the Assistant window every time you open a file.


Options Backup command

Specifies how often ManagePro should create a backup of your data and how many copies you would like. When you save a database, ManagePro asks if you would like it to perform the backup. It also lets you know whether other people are currently using the database.

This command has a dialog box.


Backup Options dialog box

See also Options Backup command for overview and related topics.


How often

Enter in hours how often you want ManagePro to remind you to save the active database. Set the number in hours from zero.

Example: 10

Type 0 hours to turn off this feature.


How many backups

Enter the number of copies you want to keep of the active database.

Example: 10

The backups are numbered with extensions 01D, 01X then 02D, 02X, etc. If you specify two copies, ManagePro alternates between the 01D/01X and the 02D/02X extensions.

After you perform a File Save, ManagePro checks to see if it is time to create a backup. If it is, the program asks you whether or not you want to proceed.


Options Environment command

Sets preferences for how data is displayed, saved, networked and other miscellaneous options.

This command has a dialog box.

_________

Related topics

Environment options, setting


ManagePro Options dialog box

See also Options Environment command for overview and related topics.


Use Monochrome/LCD colors

Displays ManagePro windows in black and white. When turned off, the ManagePro windows appear in color.


Open planners full screen size

Maximizes ManagePro planners to full size of the workspace (below the ManagePro View and Tool Bars).


Save open windows and restore next time

Specifies whether ManagePro remembers and restores the open windows (including their size and positioning) the next time you start the program.


Background save mins (single user):

Enter the number of minutes you want ManagePro to wait before it automatically saves your single user database in the background. Set the number in minutes from zero.

Example: 10

Type 0 minutes to turn off this feature.


Save database before printing

Automatically saves the database before printing a report to the printer.


Generate automatic progress entries

Automatically creates a progress entry for you if you change the status of a goal.


Enter inserts blank lines

Sets the Enter key to insert blank lines in a planner. When turned off, the Enter key moves the cursor to the next line without inserting a blank line. You can always press Shift-Enter to insert a new blank line.


Email options

Select one of the following mail options:

No E-mail

Lotus cc:Mail 1.1

Microsoft Mail.

Note: 	If you select Lotus cc:Mail, you also need to specify the location where your cc:Mail program is located on the hard drive.


Always request password on maximize

Requires the user to enter a password when they maximize the application.


Options Usage Style command

Sets the level of involvement you want to have with ManagePro and the number of features displayed. There are five different styles included in ManagePro that let you pick different levels of goal and people management functionality.

This command has a dialog box.

_________

Related topics

Usage style, selecting


Setting Usage Style dialog box

See also Options Usage Style command for overview and related topics.


Usage Style

Choose a usage style from the list.


Usage Style Description

Displays help information that describes the benefits of the usage style you choose in Usage Style.


Set Style

Changes the level of involvement to the chosen usage style. Some features may no longer be displayed.


Options Terminology command

Adds, changes and deletes the names, colors and descriptions of options that can be entered in columns or text boxes in ManagePro.

This command has a dialog box.

_________

Related topics

Terminology of options, changing


Terminology Editor dialog box

See also Options Terminology command for overview and related topics.


Option Lists

Choose a title from the list that you want to modify or review.


Option List Description

Displays help information that describes the title you choose in Options Lists.


Option List Items

Displays the option items that are available for the title you selected in Option Lists.


Name Enter the name of an option.
Name

Enter the name of a new option you want to add.


Light Color

Choose a color to visually identify the status of goals in status boards.


Description

Define a brief description for the new option.


Up and Down buttons

Moves the highlighted item up or down in the option list.


Save As

Saves a new filter or renames an existing filter.


Reset

Returns the specified filter to default conditions.


Planner Configure Planner
Planner Configure Timeline command

Lets you to configure the appearance of the Timeline window. You can change the start and end dates, line styles and line colors.

This command has a dialog box.


Timeline Specification dialog box
Timeline Specifications dialog box

See also Planner Configure Timeline for overview and related topics.


Start Date

Enter the beginning date for the timeline.


End Date

Enter the ending date for the timeline.


Grid Lines

Select the time period you want to use the divide the timeline into smaller segments.


Line Style

Select the type of line you want to use to represent the current due date.


Markers

Select the type of marker you want to use to represent a milestone.


Show Original Due Date

Divides the timeline into two sections to show the current due date and the original due date of the goal. Lets you select a line style, marker and colors for the section of the line which represents the original due date.

For example:

If start date < original due date < current due date:

The start date to original due date section of the timeline appears in blue (the default color)

The original due date to the current due date section appears in red (the default color).

If start date < current due date< original due date:

The start date to current due date section of the timeline appears in blue (the default color)

The current due date to the original due date section appears in red (the default color).


Line Style

Select the type of line you want to use to represent the goals' original due date.


Markers

Select the type of marker you want to use to represent the original milestone.


Foreground Color

Select the color you want to use for the current due date lines.


Background Color

Select the color you want to use for the timeline background.


Past Due Color

Select the color you want to use to show when a goal is overdue.


Early Completion

Select the color you want to use to show when a goal is completed before the due date.


Edit Documents command

Lets you to add, delete, or launch documents attached to the current item.

This command has a dialog box


Attached Documents dialog box

See also Edit Documents for overview and related topics.


List of attached documents

Select the attached document you want to work with. Lists all the documents that are attached to this item.


Attach

Displays the Attach window where you can select a document in the same way that you select a file to open.


Delete

Deletes the attached document you selected in the List of Attached Documents. It does not delete the document from being stored on your hard disk or a diskette.


Edit desc.

Displays the Change Document window so you can enter a different location where the attached document is located.


Launch

Starts the application you selected in the List of Attached Documents as though you had double-clicked its icon from the desktop/Program Manager window. If no application is associated with a document, ManagePro displays a message to let you know that it cannot find the application that created the document. In this case, you can Minimize ManagePro and start the application by double-clicking its icon and then opening the attached document from within the application.


Command Menus

File	Controls files in the open windows and current directory.

Edit	Controls editing of objects.

View	Opens a people, goal, action, list, calendar or report window.

Options	Sets general preferences and database update frequency.

Quick Input	Displays windows so you can enter information.

Window Specific	Provides different views that relate to the active window.

Window	Controls multiple document windows.

Help	Provides access to Help topics.


File Menu Commands
File Commands

Controls the files in the current window and controls the transfer of information.

Open	Opens existing ManagePro databases that you have previously saved.

New	Creates and names a new ManagePro database.

Save	Saves a database which you made changes to using the database name that appears in the title bar of the ManagePro window.

Save As	Saves a database with a different name than the one displayed in the title bar.

Utilities

Extract for mobile computing	Extracts a copy of the database.

Synchronize this mobile data with base	Updates an extracted database.

Synchronize this file with mobile data	Updates the database on the primary computer or network.

Transfer to/from Diskette	Copies single-user ManagePro database files to and from diskettes.

Archive	Creates an archive, or backup copy, of your ManagePro database files.

Export current window	Exports the contents of the active window for use with another application.

Export selected items	Exports the currently selected items for use with another application.

Export entire database	Exports your entire ManagePro database for upgrading to a new version of ManagePro.

Import into current window	Brings information created in another application into the active ManagePro window.

Import entire database	Automatically upgrades from one version of ManagePro to another.

File Information	Displays the current location on the hard disk and access level of the database.

Change file sharing type	Modifies the file access for the database.

Refresh shared file	Updates the information you see in the database when multiple people are making changes at the same time.

Printer Setup	Specifies standard Microsoft Windows printer setup options such as the type of printer you are using, paper size and orientation.

Print	Print the contents of the active (or topmost) window.

Print selected items	Prints the information that is currently selected.

Mail selected items	Mails the information that is currently selected.

Exit	Exits ManagePro application and goes to the Program Manager window.


Edit Menu Commands
Edit Commands

Modifies objects in the current window, adds notes to objects and searches for text in the database.

Undo	Undoes the last action you performed; the last undoable action appears after the Undo command name.

List changes	Lists recent changes that you can undo.

Cut	Removes selected information, placing it on the Clipboard so you can paste it elsewhere.

Copy	Places a copy of the selected information on the Clipboard so you can paste a copy of it elsewhere.

Copy Link 	Same as Copy but lets you specify which fields to place on the Clipboard.

Paste	Places information from the Clipboard to the currently selected location. The contents of the Clipboard remain the same until the next time you cut or copy information.

Paste Link 	Pastes information from another Windows application into the selected ManagePro items and creates a permanent link to that information.

Insert	Inserts one or more blank rows in a planner window.

Insert linked copy	Creates a link to another goal in the Goal Planner windows. See Inserting linked copies of Goals

Delete	Deletes selected rows in a summary table.

Notes	Attaches or edits a note on a selected object.

Documents	Adds, deletes, or launches documents attached to the current item.

Search	Searches for a word or phrase in the open database.


View Menu Commands
View Commands

Opens a people, goal, action list, calendar or reports window.

Goal Planner	Displays a text window for adding to and working with your overall goals.

Goal Timeline	Displays a timeline view of the Goal Planner information with timeline bars to show the duration of your goals.

Goal Status Board	Displays a graphics window for managing goals.

People/Team Planner	Displays a text window for adding to and working with people and team information.

People Status Board	Displays the current status of individual goals and people management activities.

To Do List	Displays a list of to do items that lets you enter, delegate and track small detailed tasks often required to support goal and people management.

Action List	Displays a list of action items (associated with ManagePro tracked goals and people management activities that optionally includes other items) and their current status.

Global Calendar	Displays dates for goals, commitments, people management activities and action items.

Assistant	Displays ManagePros three areas of focus: goals, people, and actions information in a single place.

Reports Planner	Displays a window for selecting reports to print to the printer, to a file or to the screen from the people, goals or action item windows.

Network Messages	Lists progress messages sent by team members. (appears if you are working with a networked database). See Setting up Network access,


Options Menu Commands
Options Commands

Sets general preferences and database update frequency.

Environment	Sets preferences for a variety of overall options for how you want the program to operate.

Display	Specifies whether to display the View Bar, Message Bar, and Tool Bar and selects the location of the Tool Bar.

Assistant	Specifies how often, if ever, you want ManagePro to open the Assistant window for you.

Network	Specifies how often ManagePro should refresh information that has changed in a shared database and the common location for shared databases. See Installing ManagePro on a Network

Security	Enters a master password to protect your databases (ManagePro databases are always encrypted for security.) .

Backup	Selects how often, if ever, you want ManagePro to perform backups when you save and how many backup copies you want to keep.

Terminology	Renames the standard lists of terms that come with ManagePro.

Usage Style	Specifies a usage style that indicates the level of usage you prefer and which features are available.

Colors	Selects the colors used for ManagePro windows and status lights.

Reminder Frequency	Specifies how often ManagePro should remind you about various management activities based on your default reminder frequency. You can also select a different reminder frequency for a particular person or team if you need to.


Quick Input Menu Commands
Quick Input Commands

Displays windows so you can enter to do items, individual or recurring events, new goals, progress data, feedback and coaching, commitments or recognition from anywhere in ManagePro.

To Do Item	Displays a new To Do Item Details window.

Event	Displays a new Event Details window.

Scheduler	Displays the Event Scheduler window.

Goal	Displays a new Goals Details window.

Progress Data	Displays a new Progress Data Details window.

Feedback/Coaching Data	Displays a new Feedback/Coaching Details window.

Commitment	Displays a new Commitment window.

Recognition	Displays a new Recognition Details window.


Window-specific Menu Commands
Window-specific Commands

Provides different views that relate to the active window. The menu title changes to indicate the kind of commands it currently contains. This menu is context sensitive and offers commands that relate to the active window. The window-specific menu titles are:

Planner

(available when the Goal Planner is active) lets you specify what information should be displayed on the planner, quickly expand or collapse the planner outline, selectively demote or promote an entry and sort/unsort the order of entries.
Lets you change the appearance of the timeline window with the Configure Timeline command.

People/Team

(available when the People/Team Planner is active) lets you specify what information should be displayed on the planner, define a team, find, filter and sort.

Status Board

Commands%
 €Commands€X&
¶€
‚ÿ
(available when the Goal Status Board window is active) lets you choose to view the status board by Goal status, Goal priority, or Goal schedule status. It also allows you to show or hide items with their status marked Done,
Troubleshooting

Contacting Avantos

Gathering what you need before you contact us

Solving problems in ManagePro


New Features

Ease of use and interface enhancements

Assistant window

Assigning more than one person to a goal, progress, to do item, etc.

Moveable Tool Bar

Message Bar

Right mouse click menu

ManagePro as a "Home Base"

To Do list and Goal To Do list

Day at a glance and week and day printouts

Linking with other applications - DDE

Linking with other applications - document attachment

Direct E-Mail support

Multi-user support

Simultaneous multi-user access

Mobile computing support

Cross-platform support


Special topics

Dates, entering

Goal Status field, customizing

Keyboard shortcuts, using

Mobile computing support, using

Roll-ups, controlling


Printing Reports
Printing your reports

Active form, printing

Active planner, printing

Reports Planner, printing from

Reports Planner, opening

Reports Planner, closing

Selected items, printing


Creating a database
To create a database

Use this procedure to create a new database.

1.	Choose File - New.

The program displays the File New dialog box.

2.	Type a name for the database.

3.	Choose path (drive and directories) where the database should be stored, if necessary.

4.	Choose OK.

Note:	The first eight characters of the filename you enter are used as part of the filenames for various database files that ManagePro creates. Therefore, you should use letters or numbers and avoid using special symbols, punctuation or spaces for the first eight characters of a database filename.

_________

Related topics

Troubleshooting


Taking the Guided Tour
To take the Guided Tour

Use this procedure to take the Guided tour.

1.	Choose Help - Tutorial.

2.	Choose the Guided tour with Sample Database option.

3.	Choose Begin.

The Guided tour is an interactive tutorial that will take about a half an hour.


Selecting the Usage style
To select a Usage style

Use this procedure to increase or limit the ManagePro functionality. The more usage you choose the more powerful the benefits.

1.	Choose Options - Usage style.

2.	Choose one of the five usage styles listed in the Setting Usage Style dialog box..

3.	Choose Set Style.

ManagePro will adjust the functionality automatically displayed based on the usage style you choose. The default is to show all functionality.

_________

Related topics

Options Usage Style command


Getting help
To get help

Use this procedure to get help about the ManagePro program.

To get context-sensitive program or Advisor help:

1.	Open the window of interest.

2.	Choose Help - Program Help, press F1,

 - or -

Choose Help - Advisor Help, press Shift-F1.

ManagePro displays the related help section, or if there isnt one, it displays the ManagePro Help or Management Advisor table of contents window.

To browse through the Program Help Index:

1.	Choose Help - Help index.

ManagePro displays the ManagePro Help table of contents window.

2.	Choose a topic of interest.

To browse through the Advisor Help Index:

1.	Choose Help - Advisor index.

ManagePro displays the Management Advisor table of contents window.

2.	Choose a chapter title and the section titles change to show you the topics available for that chapter.

3.	Double-click a section title to view that topic.

To examine or begin one of the on-line tutorials:

1.	Choose Help - Tutorial.

A list of the available tutorials appears.

2.	Choose a tutorial name from the list and choose Begin.

A list of topics for the tutorial appear.

3.	Choose Begin to start with the first topic in the tutorial

 -or-

Choose a different topic and choose Begin (you can also double-click any topic to open it.)


Opening a top level Goal Planner
To open a Goal Planner

Use this procedure to open the Goal Planner.

To open the top level goal planner

•	Click on the Goal Planner button.

The Goal Planner window appears displaying the top-level planner where you can add or edit your overall, or top-level, goal information.

If you have entered goals anywhere in the database, the goals appear in this window. Otherwise, the Goal Planner window is empty and a cursor appears in the first row of the Goal Title column indicating that the next characters you type will appear in this text box.

To open the goal planner from a person or team goal view

•	Click on the Goals Related View button in the People/Team Planner window.

The goal planner window appears displaying only the goals for the selected person or team.


Closing a Goal Planner
To close a Goal Planner

Use this procedure to close the Goal Planner.

•	Click on the Exit Tool button.


Adding primary goals
To add primary goals

Use this procedure to add a primary goal in the Goal Planner window.

1.	Click on the Goal Planner button in the View Bar to open the Goal Planner.

ManagePro displays the Goal Planner window.

2.	Move the cursor from one text box to the next by clicking the text box

 - or -

Press Tab to move from left to right then down.

Note:	You can press Shift-Tab to move from right to left.

3.	Move to a row with a blank title to insert a new blank row

 - or -

Choose Edit - Insert.

4.	Type a goal title.

5.	To choose the name of the person or team who is responsible for the goal and goal status:

Double-clicking the corresponding text box

 - or -

Choose the text box and press the ? key

 - or -

Type the name of the person or team and goal status.

Note:	The default status is Not Started. If you are viewing the priority, its default setting is 1 (highest).


Demoting goals
To demote goals

Use this procedure to push a goal one level to the right and it becomes a subgoal, push it right once more and it becomes a sub-subgoal and so on. ManagePro assumes that indented goals are subgoals that support a less indented goal above.

•	Click on the right-pointing Demote Tool button

 - Or -

Choose Planner - Demote.

The program pushes the goal right one level, demoting it.

Note	You can select multiple goals by holding down the Shift key while clicking the mouse or while pressing the Up and Down Arrows and demote all the goals at once.


Promoting goals
To promote goals

Use this procedure to push each goal left, thus defining the goals place in the hierarchy. The leftmost goals are primary goals. ManagePro assumes that indented goals are subgoals that support a less indented goal above.

•	Click on the left-pointing Promote Tool button

 - or -

Choose Planner - Promote.

The program pushes the goal left one level, promoting it.

Note	You can select multiple goals by holding down the Shift key while clicking the mouse or while pressing the Up and Down Arrows and promote all the goals at once.


Expanding goals
To expand goals

Use this procedure to expand all goals below a selected goal when you want to view the detail subgoals.

To expand a single goal:

•	Click on the Expand button at the left of any goal to show that goals subgoals

 - or -

Press Ctrl-keypad + (plus).

To expand all goals:

•	Choose Planner - Expand All.

 - or -

Press Ctrl-e.

To expand goals to a selected level

•	Choose a level number (from 1 through 9, with 1 being the highest level and 9 the lowest) from Planner - Expand To Level.

 - or -

Press Ctrl-1, Ctrl-2,...Ctrl-9.


Collapsing goals
To collapse goals

Use this procedure to hide all goals below a selected goal when you want to focus on primary (or higher level) goals.

To collapse a single goal

•	Click on the Collapse button at the left of any goal to hide that goals subgoals

 - or -

Press Ctrl-keypad - (minus).

To collapse all goals

•	Choose Planner - Collapse All.

 - or -

Press Ctrl-c.


Inserting linked copies of goals
To insert linked copies of goals

Use this procedure to link goals into multiple locations in a goal planner or to link an individual's goal into the top level goal planner. For example, if "Market Research" impacts both "Develop launch plan" and "Analyze competitor strengths", then you could insert a linked copy of "Market Research" below "Analyze competitor strengths":

Develop launch plan

Market Research

Advertising analysis

Analyze competitor strengths

Product comparison study

Market Research (linked copy created with Insert Linked Copy)

1.	Position the cursor where you want to insert a linked goal.

2.	Choose Edit - Insert Linked Copy.

The program displays the Select Item(s) To Link window.

3.	Choose one or more goals to be inserted as linked goals.

Each time you click a goal, you toggle between selecting or deselecting it.

4.	Choose Link.

Note:	If the goals you selected in the Select Item(s) To Link window already have a parent (or higher level) goal, the program inserts duplicate copies of the linked goals beneath the new parent goal. Linked goals appear in gray and when you change one linked goal, they stay "in sync" and are all changed as though they were a single goal.


Adding goal progress data
To add goal progress data

Use this procedure to add new goal progress information in the Progress Data window.

1.	Click on the Add button in the Progress Data window

 - or -

Choose Edit - Add.

2.	Type the progress data for this goal in the form.

Related Goal contains a list of all goals in the database. You must select a related goal.

Date is required; the value defaults to todays date. To change the date, you can edit the text in the MM/DD/YY format or type the appropriate offset (such as -2d or -3w). You can also access ManagePros calendar by double-clicking the date.

Comment The Comments text box lets you enter your comments about progress. You can leave this text box empty.

Status shows current status of the related goal. You can update the status as you enter new progress data. Not Started, On Track and Done cause the appropriate status board lights to turn green. Behind causes the appropriate status board lights to turn yellow. Critical causes the appropriate status board lights to turn red.

Priority shows the current priority of the related goal. You can update the priority as you enter progress data.

Due Date shows current due date of related goal. You can update this as a result of the new goal progress data.

3.	Choose OK.


Opening a Goal Details form
To open a Goal Details form

Use this procedure to open a Goal Details forms to add, edit, or delete information about the goal including checkpoints, progress, status conditions, and goal measurements.

1.	Double-click the goal title.

 - or

Choose the goal whose details you want to view and click on the Details Related View button.

2.	Type in the goal details.

Title defaults to the title you entered in the Goal Planner window, if any. Entering a goal title is mandatory.

Type is used for sorting purposes only. Result indicates a business-related objective. Skill/Mode indicates an individual or team developmental objective.

Short description is an optional, abbreviated title used for display on the Goal Status Board.

Long description is a text area where you can enter as long a description as needed for the goal.

Who is the person or team directly responsible for the successful achievement of this goal.

Start date is the start date for the goal.

Due date is the date this goal must be completed.

Priority is used for sorting and display purposes. Under ManagePros default configuration, 1=high priority, 2=medium priority and 3=low priority.

Status Status is the current subjective status of this goal (On Track, Not Started, Behind, Critical, or Done.)

3.	To access more details, click on the following buttons:

Checkpoints

Measurement

Progress

Rollups

4.	Choose OK.


-3w
1.	Use your arrow keys

 - or -

Use the mouse .

2.	Click the Find Tool button to instantaneously position the status board and cursor on that subgoal.

_________

Related topics

Goal Status Board command


Changing the goal view
To change the goal view

Use this procedure to change the Goal Status Board to display colored lights based on status, priority, or schedule status.

1.	To view the Goal Status Board by:

•	Status, choose View as - Goal status.

•	Priority, choose View as - Goal priority.

•	Schedule, choose View as - Goal schedule status.

2.	Choose Options - Reminder frequency to specify how much advanced notice you want that a goal is approaching its due date.


Adding people or teams in a People/Team Planner
To add people or teams in a People/Team Planner

Use this procedure to add a person, or a team and its people that you work with or supervise to the People/Team Planner.

1.	Click on the People/Team Planner button.

Note:	If you have entered people or teams anywhere in the database, an entry appears for them in this windows summary table. Otherwise, the People/Team Planner window is empty and a cursor appears in the first row of the Name column indicating that the next characters you type will appear in this text box.

2.	Choose the row where you want the person to be placed and choose Edit - Insert.

3.	Type the data for this person/team in the form.

Name Type a name for the person or team in any format. If you plan to sort people and teams by name, you may want to enter the persons last name first.

Reminders? Change No to Yes if you want ManagePro to prompt you periodically to review the progress of your peoples goals and to communicate feedback and recognition to them. You can set the frequency of the reminders overall using Options - Reminder Frequency.

Alphanumeric characters. You can use any kind of separator character such as parentheses, hyphens or periods.

4.	Choose OK.


Defining team members
To define team members

Use this procedure to add the individual team members to the summary table and then define these people as members of that team. You can enter goals, performance data, feedback/coaching, reviews and so on for a team. Progress data, feedback/coaching and reviews are automatically copied to each team member when you enter this information for the team.

1.	Be sure you have first added each of the team members to the People/Team Planner as well as the team to be defined.

2.	Choose the name of the team.

3.	Click on the Team button.

If you have previously defined a team, its existing members are highlighted.

4.	Choose each individual that should be a member of this team.

 - or -

Choose a highlighted name to remove it from the team

 - or -

Choose Clear to remove all members from the team so you can select an entire new group of members.

5.	Click OK.


Adding people progress data for people
To add goal progress data for people/teams

Use this procedure to add new goal progress information for this person or team.

1.	Click on the Progress button.

2.	Click on the Add button in the Progress Data window

 - or -

Choose Edit - Add.

3.	Type the progress data for this person in the form.

Name is required; the value defaults to the person or team chosen when you opened this form. Choose from the drop-down list box to choose a different name.

Date is required; the value defaults to todays date. To change the date, you can edit the text in the MM/DD/YY format or type the appropriate offset (such as -2d or -3w). You can also access ManagePros calendar by double-clicking the date.

Comment The Comments text box lets you enter your comments about progress. You can leave this text box empty.

Related Goal contains a list of all goals in the database. You must select a related goal.

Status shows current status of the related goal. You can update the status as you enter new progress data. Not Started, On Track and Done cause the appropriate status board lights to turn green. Behind causes the appropriate status board lights to turn yellow. Critical causes the appropriate status board lights to turn red.

Priority shows the current priority of the related goal. You can update the priority as you enter progress data.

Due Date shows current due date of related goal. You can update this as a result of the new goal progress data.

3.	Click on the Goal Details button to view a related goal's Details form.

4.	Double-click the progress note entry to view previous progress notes.

5.	Choose OK.


Planning feedback and coaching
To plan feedback and coaching

You can enter specific feedback or coaching notes for a person or team using the Quick Input Feadback/Coaching command, or you can use this procedure:

1.	Open the People/Team Planner window.

2.	Select the person or team for which you want to make an entry.

3.	Click on the Progress Related View button.

4.	Click on the Plan Feed Related View button in the Feedback/Coaching window.

To help you plan feedback and coaching, the program generates a Progress Data report.

Note:	ManagePro displays the Plan Feedback/Coaching Details form.

5.	Type the feedback or coaching data for this person in the form.

Who is required; displays the name of the currently selected person or team.

Recent Performance Data is a read-only display of performance data that you have previously entered for this individual or team.

Comment Plan The Comment text box lets you make feedback and coaching notes to yourself for use in later communications.

Coaching Topics ask ManagePros Advisor for advice that helps you diagnose performance or behavioral issues and develop appropriate coaching advice.

6.	Choose OK.


Recording feedback and coaching
To record feedback and coaching

Use this procedure to record notes about a person or team feedback or coaching.

1.	Click on the Add Related View button in the Feedback/Coaching window

 - or -

Choose Edit - Add.

2.	Type the notes about a person or team feedback or coaching.

Name is required; displays the name of the currently selected person or team.

Date is required; the value defaults to todays date. To change the date, you can edit the text in the MM/DD/YY format or enter the appropriate offset from today (such as -2d; -3w; end of last week). You can also access ManagePros calendar by double-clicking the date.

Comment The Comment text box lets you record key feedback and coaching messages that you have delivered.

Coaching Topics provides topics to which you can link this feedback and coaching.

Related Goals lets you create an optional link to an existing goal. Select a related goal if you want to be able to view feedback and coaching sorted by goals.

3.	Choose OK.


Reviewing feedback and coaching
To review feedback and coaching

Use this procedure to view  feedback and coaching details.

1.	View details for an existing feedback and coaching entry in one of three ways:

•	Click on the Details Related View button while the entry whose details you want to view is selected.

•	Double-click the feedback/coaching entry whose details you want to view.

•	Press Ctrl-L while the entry whose details you want to view is selected.


Adding interim review entries
To add interim review entries

Use this procedure to capture interim review notes. If you prefer reviewing this person or team at year-end, see Adding a formal review entry.

1.	Click on the Interim Related View button in the Reviews window.

ManagePro asks if you want to view historical data.

1.	Choose Yes.

Note:	ManagePro opens the Report Planner and displays the Output Specifications window so you can give the report a name and decide whether to send your historical report to the screen, printer or a file.

 - or  -

2.	Choose No.

Note:	When the report finishes or if you clicked No, ManagePro displays the Interim Summary Review window.

2.	Enter the interim review information for this person in this form

Name is required; displays the name of the currently selected person or team.

Review Date is required; the value defaults to todays date. To change the date, you can edit the text in the MM/DD/YY format or enter the appropriate offset from today (such as -2d; -3w; end of last week). You can also access ManagePros calendar by double-clicking the date.

Overall Message is the most important message that you want to convey during this interim review.

Important Messages contains text messages, supporting data and implications directly in the rows and columns of the Important Messages table. Or, you can double-click a line (or select it and press Ctrl-Enter) and ManagePro displays the Interim Review Message form where you can view more text at a time as you enter it..

4.	Choose OK.


Creating formal review entries
To create formal review entries

Use this procedure to create an entry for a person or team's formal or annual review..

1.	Click on the Formal Related View button in the Reviews window.

ManagePro asks if you want to view historical data.

1.	Choose Yes.

Note:	ManagePro opens the ManagePro opens the Report Planner and displays the Output Specifications window so you can give the report a name and decide whether to send your historical report to the screen, printer or a file.

 - or  -

2.	Choose No.

Note:	When the report finishes or if you clicked No, ManagePro displays the Interim Summary Review window.

2.	Enter the formal review information for this person in this form.

Who is required; displays the name of the currently selected person or team.

Review Date is required; the value defaults to todays date. To change the date, you can edit the text in the MM/DD/YY format or enter the appropriate offset from today (such as -2d; -3w; end of last week). You can also access ManagePros calendar by double-clicking the date.

Complete? Choose Yes or No to indicate whether this formal review has been completed.

Reviewed Goals is the information for a goal that affects this review directly in the Reviewed Goals chart or double-click a line (or select a line and press Ctrl-Enter) to display the Goal Review Item form. In this form, you can enter a Title, Summary Comment, Rating (Far Exceeds, Exceeds, Meets, Meets Minimum or Unsatisfactory) and Weighting.

Summary Text Enter your review summary in this scrolling text box.

Rating lets you select an overall performance rating for this interim or annual appraisal:  Far Exceeds, Exceeds, Meets, Meets Minimum or Unsatisfactory.

Development Issues lets you select an overall performance rating for this interim or annual appraisal:  Far Exceeds, Exceeds, Meets, Meets Minimum or Unsatisfactory.

3.	Choose OK.


Opening a People/Team Details form
To open a People/Team Details form

Use this procedure to open a People/Team Details form to add, edit, or delete information.

1.	Choose the person or team whose detail form you want to review.

1.	Click on the Details Related View button

2.	Type in or choose the People/Team details.

Name Type a name for the person or team in any format. If you plan to sort people and teams by name, you may want to enter the persons last name first.

Relationship Double-click inside the text box to display the relationship text box so you can choose a relationship.

Phone Type a a work phone or extension for this person or team using any combination of alphanumeric characters. You can use any kind of separator character such as parentheses, hyphens or periods.

3.	To access more details, choose the following buttons:

Job Data

Reminder Freq

Personal data

Network access

4.	Choose OK.


Job Data

The Job Information window contains key information about the job position that this person or team holds.


Reminder frequency

Reminder Frequency determines how often you want ManagePro to remind you to track performance, give feedback/coaching, give interim performance appraisals and so on. A default reminder frequency is provided. You only need to use this form if you want to change the default setting.

The reminder frequency you select for this person or team is representative of the tightness with which that person or team needs to be managed, based on their desire and ability to succeed on their own.


Personal data

Personal Data contains useful personal data about an individual such as home address, home and office phone numbers, education and so on.


Network access

Network Access lets you specify network access information for the selected person or team. You can enter a password and select access to top level goals and the persons own goals. The levels of access to goals are:  No Access, Read Only, Post Progress Notes, Direct Modify and Full Add/Change/Delete.

ManagePro also lets you decide whether the person or team should have Read Only or No Access to:

•	Progress Data

•	Feedback/Coaching Data

•	Reviews Data

•	Development Plan Data

•	Commitments Data

•	Reports Planner

•	Quick Input Menu

•	Global Calendar


Opening a People Status Board
To open a People Status Board

Use this procedure to open the People Status Board, the primary tool for monitoring the status of individual's and team's goals, in summary form and the status of the people management activities that you asked ManagePro to remind you to do.

1.	Click on the People Status Board button.

2.	View each column's colored lights to receive a visual cue about its status:

Green	Yellow	Red

Goals	On track/Done	Worst=Behind	Worst=Critical

Others	No people mgt due	People mgt soon	People mgt overdue

3.	Choose a column item to see its details:

Goals displays a person or team/s goals in the Goal Status Board window. Each goal displays a small light indicating its status. Double-clicking a goal light lets you review the goal details or progress data.

Progress displays the Progress Status Board Explanation window helps you do this by explaining why a Progress light is yellow or red based on your reminder frequency setting and the elapsed time since the last progress notes you entered.

Feedback displays the Feedback Status Board Explanation window helps you do this by explaining why a Feedback/Coaching light is yellow or red based on your reminder frequency settings and the elapsed time since feedback and coaching was last entered.

Review gives you an explanation of why a Reviews light is yellow or red based on the reminder frequency setting and the elapsed time since a interim or formal review entry was last made.

Recognize displays the Recognize Status Board Explanation window gives you an explanation of why a Recognition light is yellow or red based on your reminder frequency setting and the elapsed time since a recognition entry was last made.

Commitments explains why a Commitments light is yellow or red in terms of the due date. It also displays all up-coming commitments you have made to this person or team.

_________

Related topics

People Status Board command


Setting reminder frequencies
To set reminder frequencies

Use this procedure to specify a global reminder frequency that becomes the default settings applied to people and teams. You can override these settings by specifying individual reminder frequency settings for particular people or teams.

To specify the global reminder frequency

1.	Choose Options - Reminder Frequency.

2.	Enter frequency in the n days (or weeks or months) format.

Note:	Advanced notice makes these people management activities turn yellow in the specified time period prior to due date. The input format is the same as for frequency.

To set the individual reminder frequency for a person or team:

1.	Choose a person or team in the People/Team Planner window.

2.	Click on the Details button to open the Details window.

3.	Click on the Reminder Frequency button to open the individual Reminder Frequency window.


Entering people/team progress data
To enter progress data

You can enter progress data for an individual or team using the Quick Input Progress Data command, or you can use this procedure:

1.	Open the People/Team Planner window.

2.	Select the person or team for which you want to make an entry.

3.	Click on the Progress Related View button.

4.	Click on the Add button in the Progress Data window.

- or -

Choose Edit - Add

- or -

Press Alt-E-A.

5.	Enter the progress data for this goal in the form.

6.	Choose OK.


Entering commitments
To enter commitments

Use this procedure to add commitments in the Commitment form while the Action List window is active.

1	Click on the Commitment Related View button.

The Commitment form appears.

2	Enter or select the appropriate information.

Title Enter a title that briefly describes this commitment.

Who Select the person or team that you have made this commitment to by clicking the down arrow beside the Who drop-down list box.

Long Description optionally enter a long description about this commitment.

Due Date is required; the value defaults to todays date. To change the date, you can edit the text in the MM/DD/YY format or enter the appropriate offset (such as -2d or -3w). You can also access ManagePros calendar by double-clicking the date.

Priority shows the current priority of the commitment.

Status Select the status for this commitment:  To Do, On Hold or Done. If the status is set to On Hold or Done, the commitment causes the Commitment light on the People Status Board to turn green. To Do causes ManagePro to compare the due date to todays date and change the Commitment light to yellow or red based on the reminder frequency you have set for your commitments.

3.	Choose OK.


Adding a note
To add a note

Use this procedure to add notes.

1.	Click on the Notes Tool button

The Notes window appears.

2.	Type notes about the selected goal, person/team, or To do item.

3.	Click on the Print Tool button to print the note.

4.	Choose OK to save the note.


Opening an Action List window
To open an Action List window

Use this procedure to open the Action List window.

To open the Action List window

•	Choose the Tool button on the View Bar at the top of the ManagePro window.

The summary table displays a list of action items.


Closing an Action List window
To close an Action List window

Use this procedure to close the Action List window.

•	Close Tool button at the top of the Action List window.


Selecting action items for viewing
To select action items for viewing

Use this procedure to select any combination of the Display check boxes to inclusively show the action items you are interested in.

•	Choose the check box beside each action item type to toggle between selecting and deselecting it.

 - or -

Choose Action - Show <action item type>.

Note:	You can also choose Action - Hide Done Items to show or hide items whose Status is set to Done.


Deleting action items
To delete action items

Use this procedure to delete action items.

1.	Choose the event or To do item you want to delete.

2.	Choose Edit - Delete

Note:	Deleting a goal on the Action List deletes it everywhere including the top level and the responsible persons Goal Planner. If you would like to retain a record of the goal or commitment, set its status to Done and choose Hide Done Items from the Action menu to hide it in the Action List.


Adding To Do items
To add To Do items

You can add a to do item with the Quick Input - To Do Item command, in the To Do list, or from the Action list. Use this procedure to add a to do item in the Action list.

1.	Click on the To Do Related View button.

The To Do Item Details form appears.

2.	Type  the appropriate information.

Title Type a title that briefly describes this to do item.

Date/Time is required; the value defaults to todays date and time. To change the date and time, you can edit the text in the MM/DD/YY HH:MM format or enter the appropriate offset (such as -2d or -3w). You can also access a pop-up date picker by double-clicking the date. You can enter a time immediately following the date, for example:
5/15 4:30pm

Priority show the current priority of the to do item.

Status shows the status for this to do item: To Do, On Hold or Done.

Long description optionally enter a long description about this to do item.

3.	Choose OK.

_________

Related topics

To Do list, using


Opening an Item Detail Form
To open an Item Detail Form

Use this procedure to select an item and open the related Details form to add detail information.

1.	Choose the item whose detail form you want to view.

Note:	Choosing Details for a people management reminder opens a window with an appropriate people management data Details form. For example, choosing Details while Mark: Input Progress Data is selected opens a new Progress Data Details form for Mark.

2.	Click on the Details Related View button

- or -

Double-click an Item Title in the Action List window as a shortcut to steps 1 and 2.

The appropriate Details form appears.

3.	Enter or change information in this form.

4.	Choose OK.


Opening a Global Calendar
To open a Global Calendar

Use this procedure to open the Global calendar.

•	Click on the Calendar button on the View Bar at the top of the ManagePro window.

The Global Calendar appears in the view that you last selected - Year, Month or Week.

Note:	The personal Calendar available for a selected person or team in the People/Team Planner window by clicking the Calendar Related View button works just like the global Calendar. However, it displays information related to the selected person or team rather than across-the-board planning information.


â
1.	Choose the text or rows you want to cut or copy.

You can choose text by:

•	dragging across characters inside a text box to select a piece of text.

•	holding down the Shift key while clicking rows or while pressing the Up and Down Arrow keys.

Note:	For more information about ways to select text, see your Windows Users Guide.

2.	Choose Edit - Cut or Edit - Copy.

The program places the information you cut or copied onto the Windows Clipboard. This information remains on the Clipboard until the next time you cut or copy information or until you exit Windows.

3.	Move to the new text box or a row where you want to paste the information on the Clipboard.

4.	Choose Edit - Paste.

Information on the Clipboard is added at the cursor, in the selected text box or at the currently selected row in a planner.

If you selected a piece of text before pasting, the selected text is replaced with the contents of the Clipboard. If no text is selected, the pasted text is inserted, pushing any text right of the cursor to the right.

If you selected a row, that row is pushed downward and the pasted row is inserted at the location you selected (a selected row is not deleted unless you use the Edit - Delete.)

Note	You can copy and paste text between ManagePro and other Windows applications using Edit - Copy and Edit - Paste.


Undoing changes
To undo changes

Use this procedure to undo the last change you made.

1.	Choose Edit - Undo <change>

- or -

Press Alt-Backspace.

2.	Choose OK in the Undo confirmation message.

- Or -

1. 	Choose Edit - List changes

2.	Choose Undo last.


Deleting rows
To delete rows

Use this procedure to delete one or more rows in a planner or summary table such as the People/Team Planner, Goal Planner or Action List.

1.	Select one or more rows that you want to delete.

2.	Choose Edit - Delete

- or -

Press Ctrl-Delete.

Note:	If you accidentally delete a row, you can undo the deletion using Edit - Undo or Edit -  List Changes.


Inserting rows
To insert rows

Use this procedure to add additional people or goals in the planner.

To insert a row below the selected row in a planner:

1.	Select a row below which you want to insert a new row.

2.	Press Shift-Enter.

To insert a row above the selected row in a planner:

1.	Select a row above which you want to insert a new row.

You can insert more than one row by pressing Shift-Up or Down Arrow to highlight the number of rows you want to insert.

2.	Choose Edit - Insert.


Sorting information
To sort information

Use this procedure to create temporary views of the Goal Planner that are sorted by title, status and so on.

To sort information in a summary table:

1.	Click on the Sort Tool button

 - or -

Choose Sort from the window-specific menu.

The Select Sort Column window appears displaying two lists of the currently displayed columns for the summary table. You can select to sort the rows of information by one or two of these column titles.

Note	You can change the columns that appear in a summary table - and hence the columns that appear in the Select Sort Column window - using the Configure Tool button (the wrench.)

2.	Select a column title from the list and click Sort.

While a summary table is sorted, the Sort Tool button changes to indicate the information is reorganized.

To return a summary table to its original order:

1.	Click on the Sort Tool button (or choose Sort from the window-specific menu.)

2.	Click on the Reset button.

3.	Click OK.

To save the sorted order in the database:

•	Choose the Save Current Order command from the window-specific menu. This command alters the database to match your display.


Filtering information
To filter information

Use this procedure to selectively view a list of objects based upon criteria you specify.

To set up a new filter:

1.	Open the window whose information you want to filter.

2.	Click on the Filter Tool button.

- or -

Choose Filter from the window-specific menu.

Note:	You can optionally load an existing filter by selecting it from the Load drop-down list box. This fills in one or more previously defined sets of criteria for you to accept or modify.

3.	To select the first field, condition and value you want to use as a criteria for filtering:

Click on the Set #1 button

- or -

Press Alt-1

4.	Click on the menu arrow at the right of the Field box and select a field name from the drop-down menu.

Note:	You can use the scroll bar or drag up and down in the menu to examine fields that extend beyond the top or bottom edge of the Field menu. If you are unfamiliar with selecting from a dropdown list box, see your Microsoft Windows Users Guide. After you make a selection, it appears in the Field box.

5.	Click on the menu arrow at the right of the Condition box and select a condition that the field must meet in order for a row to appear.

Note:	The list of conditions changes based on the type of field you selected in step 4. For example if you select the Annual Review Date field as illustrated above, ManagePro offers conditions relating to time periods (such as Within Period From Today Of) that would not be relevant to a field like Goal Name which is a textual description of a goal.

6.	Move the cursor to the Value box, enter a value that must be met and click OK when you are satisfied with your statement.

Note:	If the field you selected is a text field, you can type text into the Value text box. If the field is a Status field or Person/Team field, for example, the Value box becomes a drop-down menu.

After you click OK, the conditional statement you just made appears beside the Set # 1 button.

7.	Repeat steps 3 through 6 for the Set #2 through Set #4 buttons if necessary.

8.	Select And or Or as the relationship required between two statements for a row to be displayed (or a match to be made.)

Note:	Between each two statements, you should select whether the criterion of this statement and the previous statement must both be matched (select And) or whether either the criteria of this statement or the previous statement can be met for a row of information to match your criteria.

9.	If you want to save the filter with a new name:

Click on the Save As button

10.	To update an existing filters criteria:

Click on the Update button .

Note:	Your filter name can include upper or lowercase letters and spaces.

11.	Enter a name for the filter.

12.	Choose OK.

ManagePro returns you to the Filter dialog box.

13.	To apply this filter and return to the summary table window:

Choose OK.

Note:	The Filter Tool button changes to indicate that your filter is turned on. The rows that appear in the summary table match the criteria you specified in the applied filter.

To apply an existing filter:

1.	Open the window whose information you want to filter.

2.	Click on the Filter Tool button

- or -

Choose Filter from the window-specific menu.

3.	Select the filter name from the Load drop-down menu.

The settings for the filter appear in the Filter dialog box. You can change the filters criteria if necessary and then click the Update button to update that filter. Or, after you finish using the filter with the changes you have made, you can click Reset to clear the Filter dialog box without saving the changes you made to the existing filter.

4.	Choose OK.

To turn off a filter:

1.	Click on the Filter Tool button

- or -

Choose Filter from the window-specific menu.

2.	Choose Reset.

3.	Choose OK.

Note:	If you have made changes to an existing filter and you click the Reset button without saving first, the changes are lost. If you click Cancel, the filter remains turned on and the Filter dialog box is closed.

_________

Related topics

Filter button


Finding information in the active window
To find information in the active window

Use this procedure to find information in the active window.

1.	Click on the Find Tool button

- or -

Choose Find from the window-specific menu.

2.	Select an object (a goal, action item and so on) from the scrolling list box.

3.	Choose Find.

ManagePro displays the object in the active window.


Printing the Report Planner
To print from the Reports Planner

Use this procedure to print the Report Planner in the active window.

•	Click on the Reports Planner button on the View Bar.

Note:	The Reports Planner window opens displaying the Goals reports or the reports for the last Related View button you clicked:  Goals, People or Action Items.

•	The Tool buttons let you select the destination for your report and select print options. You can send a report to the Printer, to a Disk or to the Screen.

•	The Related View buttons let you open a different list of reports for Goals, People or Action Items. If you have defined custom reports, one or more Custom Related View buttons also appear. The currently selected Views icon appears at the left side of the Tool buttons.

In the Reports Planner window, you can:

•	Select a report from the list and click the destination Tool button (Printer, Disk or Screen.)

•	Click the Configure Tool button to specify report options.

•	Double-click a report name to see a preview of it on your screen before printing it on the printer or to a file.

Note	Timeline reports cannot be printed on the screen or to a file.


Saving a database
To save a database

Use this procedure to save the currently open database.

Save with existing filename and location

1.	Choose File - Save.

ManagePro saves the current database.

Save under new filename and/or location

1.	Choose File - Save as.

2.	Type the new filename.

3.	Keep the current path

- or -

Choose a different drive and directory.

ManagePro:

1.	Saves your current work in the current database

2.	Copies your data to the new database.

3.	Opens the new database.


Copying a database to and from a diskette
To copy a database to and from a diskette

Use this procedure to quickly make a copy of your database (which includes multiple files using different file extensions) to and from a diskette.

1.	Choose File - Utilities.

2.	Choose Transfer To/From Diskette.

The Transfer To/From Diskette window appears.

3.	Choose whether you want transfer the database TO or FROM a diskette.

4.	Choose the existing path or type the path indicating the disk drive containing the diskette.

5.	Choose OK.

Note:	ManagePro copies your database files to the diskette or new path using the same database name. After the copy, you are editing your current database, not the new copy.


Opening a database
To open a database

Use this procedure to open an existing ManagePro database.

1.	Choose File - Open.

2.	Choose the existing path

- or -

Choose a different drive and directory.

3.	Choose a database from the list.

4.	Choose OK.

Note	The next time you start ManagePro, the last database you were working with is opened automatically to save you time.


Adjusting column widths
To adjust column widths

Use this procedure to adjust the width of a column so that it shows the information of interest.

1.	Position the cursor in a column title near the right-hand vertical separator line.

The cursor changes to a double-tipped arrow with a box in the center.

2.	Hold down the mouse button and drag the column border left or right until it is the width you want.

As you drag the column border, it crosses above the text in any of the columns so you can easily see how wide or narrow you can make the column without hiding any of the text entries in that column.

3.	Release the mouse button.

ManagePro resizes the column width.

Note	If you widen a column, ManagePro pushes the information to the right over to make room. If all of your columns can no longer appear, a horizontal scroll bar appears at the bottom of the window. Use this scroll bar to scroll past the visible left or right edge of the chart.

To hide the scroll bar at the right side of the window:

1.	Scroll right until you can see the rightmost columns right vertical line.

2.	Drag the line to the left until the last column is small enough to fit in the window.


Inserting columns
Performance:€Performance$
There are two levels of access for the personnel information stored in the database:

•	No access prevents the person from viewing this information.

•	Read only allows the information to be viewed in the summary tables and forms but not altered.

There are two levels of access for the Quick Input menu, the Reports Planner and the Global Calendar:

•	No access disables these features.

•	Full access enables full access to these features.

If you have an assistant and would like to give them access to your database, you may either:

•	Give them the master password, allowing full access to the program.

•	Give them full access to Quick Input menus, the reports planner and/or the Global Calendar.

Use Option 1 when your assistant will be the primary user of the database, actively maintaining the information, printing reports and so on.

Use Option 2 when you are the primary user of the database but you want your assistant to be able to Quick Input some progress data, a new goal for someone or an event; print out a report; or look at your calendar and change dates.

Note	Giving team members access to the Quick Input menus, Reports Planner and Global Calendar may enable them to view and modify information for other people in your database. For example, the Global Calendar shows due dates for everyones goals and these goals are modifiable from the calendar. Use these options carefully if you want to restrict your team members access to their own information.


Saving a template as a form
To save a form as a template

Use this procedure to save any form as a template that contains information youre likely to need to retype later.

1.	Open a Details form that you want to use as a template for other forms in the same category such as the Goal Details form.

2.	Choose Form - Save As Template.

3.	Enter a template title and click OK.


Copying a template into an open Details form
To copy a template into an open Details form

Use this procedure to copy the information from any template into the active form you are working with.

1.	Open a Details form that you want to fill in the information for using an existing template.

2.	Choose Form - Copy Template.

If you have created no templates for the kind of Details form that is active, the program lets you know. Templates are available for the corresponding form type. For example, a Progress Data Details template can only be used with the Progress Data Details form.

3.	Select a template from the list and click Copy.

The program inserts the information from the template into the active form window.


Copying information between forms
To copy information between forms

Use this procedure to copy information from one Details form into another (of the same type) without saving the form as a template.

1.	Open a Details form that you want to fill in with information from another existing form.

2.	Choose Form - Copy Object.

3.	Select an item from the list and click Copy.

The information from the Details form you selected is copied into the active form you are viewing.


Setting environment options
To set the environment options

Use this procedure to select screen colors and the time between background updates to (or saving of) the ManagePro database files.

1.	Choose Options - Environment

- or -

Press Alt-O-E.

2.	Choose the options you want.

3.	Click on OK.

_________

Related topics

Options Environment command


Setting Security
To set Security

Use this procedure to define a master password that must be entered before ManagePro will open the currently open database.

1.	Choose Options - Security

- or -

Press Alt-O-S.

If there is already a master password, ManagePro asks you to enter it before you can change the master password.

The Security window appears.

2.	Enter a master password using any combination of letters or numbers that you can easily memorize. The password can be any number of characters.

As you type, your characters are replaced with asterisks so that no one can see your typing. When you press Enter, ManagePro asks you to retype the master password to confirm it.

If you are the only person who should know this password, use a password that only you might think of. For example, you might use "maserati" if this is your favorite car, but not if you drive one and any observant person might guess this would be your password.

If other people need to use this password, use a password that will be simple for each of you to remember but that wouldnt be easily guessed by others. For example, project code names may be appropriate or your favorite restaurant name. The trick of selecting a good password is one that is easy for the right people to remember and hard for intruders to stumble onto.

If you enter a password and later cant remember exactly how you typed it, you may need to contact Avantos Technical Support for help in recovering your password. Avantos can give you access to your file, but only if you have sent in your registration card.


Contacting Avantos
To contact Avantos

Use this procedure to get help resolving a problem with ManagePro.

To send correspondence:

•	Send mail or packages to Avantos at:

Avantos Performance Systems, Inc.

5900 Hollis Street, Suite C

Emeryville, CA 94608 U.S.A

To telephone, 8:30am to 5:00pm Pacific time

•	Call Avantos from Monday through Friday at:

Support:	(510) 654-4727

Corporate:	(510) 654-4600

- Or -

•	Fax Avantos from Monday through Friday at:

(510) 654-1276


Gathering what you need before you contact us
To gather what you need before you contact us

Use this procedure to make sure you have the information about your computer system before you call Technical Support.

If you dont know the computer system information in the following list by memory, it is a good idea to locate each item and jot it down in the chart in your ManagePro manual before calling.

•	Computer Model. (Compaq, IBM, etc.)

•	MS- or PC-DOS version number. (must be version 3.1 or later, DOS 3.3 for PS/2 models)

•	Windows version number. (must be version 3.1 or later)

•	RAM (random access memory). (4 MB RAM required)

•	Available hard disk space. (5 MB available space required)

•	Printer and other devices.


Solving problems in ManagePro
To solve problems in ManagePro

Use this procedure to solve a problem in ManagePro.

1.	Find your problem in the following list, then try the solution.

2.	If your problem is not listed, or the solution does not work, call Technical Support.

Error Messages

Could not initialize printer. Please check Windows setup

Could not open application file MPRO.ADF properly. Either it is not in the ManagePro directory or has been corrupted

Could not open initialization file <name>

Could not open the previous file you were using

There are not sufficient system resources to open a new window. Please close some existing windows or other applications first

Problems

Every once in a while the program cursor turns into an hour glass and my hard disk lights up. I cant do anything while the cursor is an hour glass.

I copied my database to another computer disk, but ManagePro cannot open it

I have configured my Top-Level Goal Planner with the five key columns that I need to see using Planner Configuration. Now Id like to make this configuration a standard report in the Reports Planner so my assistant can print it out.

I have created a set of goals for one of my people, Barbara. Now I want to put them in my overall top-level goals. If I copy them and paste them, I just get duplicates.

I have lots of short term goals in my database. When they are completed, I delete them with the Delete command while Im in the Action List window. But then when I go to the Top-Level Goal Planner or to a persons goal planner, the goals are gone.

I want to extend the standard forms that come with ManagePro. How can I add a field to the Goal Details form or to Progress Data?


Backing up the database
To back up the database

Use this procedure to make backup copies of your ManagePro database.

1.	Choose File - Utilities.

2.	Choose Archive.

The Archive command lets you make a back up copy of your existing and , optionally, delete all entries earlier than the date you specify.


Setting up recurring events
To set up recurring events

Use this procedure to set up recurring events.

1.	Choose Quick Input - Event Scheduler.

The Event Scheduler window appears.

2.	Enter a title in the Title drop-down list box for this recurring event.

Title lets you enter a new title or select an existing event title that you want to edit, shift in time or delete by clicking the down arrow.

3.	Select an event Type from the drop-down list box.

Type provides several event types:  Checkpoint, Meeting, Travel, Vacation and Holiday. You can select one of these event types or create new types using Options - Terminology.

4.	Click on the Recurring button.

The Set Recurring Event window appears.

Recurring When you click the Recurring button, ManagePro displays the Set Recurring Event window where you can enter a starting and ending date range and either an interval (such as every seven days) or specific days (such as the first Monday or every Friday.)

5	Enter a starting and ending date range for the recurring event to be in effect.

Scheduled dates If you add a single event, ManagePro displays the date of this event in the Scheduled Dates list box. If you set up a recurring event, ManagePro displays each date for this event in this list box.

You can select one or more dates that you want to edit, shift or delete. Each time you click a date in this list box, the date toggles between being selected and deselected.

6	Select an interval by entering a number in the text box and clicking the appropriate date value:  Days, Weeks, Months, Quarters or Years.

7	Select specific days if you like and click OK.

ManagePro closes the Set Recurring Event window and adds the scheduled dates for the recurring event you defined in the Scheduled Dates list box. You can select one or more of these dates and edit, shift or delete them using the Edit, Shift and Delete buttons described below.

Select You can select scheduled dates by clicking the appropriate Select radio buttons. If you select None, ManagePro deselects all scheduled dates. If you select Single, ManagePro select all scheduled dates for single events. If you select Recurring, ManagePro selects all scheduled dates for recurring events. If you select All, ManagePro select all scheduled dates.

Single You can repeatedly enter a single date and click Add Single to add one or more single dates for the selected event.

Edit button Click the Edit button after selecting one or more scheduled dates and ManagePro displays the Event Description window where you can change the date and enter a description for this event date.

Shift button Click the Shift button after selecting one or more scheduled dates and ManagePro displays the Shift Events window where you can specify a number of days, weeks, months, quarters or years that you want to shift the scheduled date.

To shift a date backward in time, enter a minus sign before the number in the Shift All Selected Events By text box.

Delete button Click the Delete button after selecting one or more scheduled dates and ManagePro removes those dates from the Scheduled Dates list box.

Add Single Click the Add Single button after entering a date in the Single Date text box to add one date to the selected event.

8	Repeat steps 2 through 7 if you want to enter another recurring event and click Exit when you finish.


Searching the database
To search the database

Use this procedure to search the entire database for words or phrases.

1.	Choose Edit - Search.

2.	Enter the word or phrase you want to search for, select any of the check boxes that can refine your search and click OK (or press Enter.)

Ignore Case disregards whether the characters you type are found in uppercase or lowercase. If you deselect this check box, the program only finds matches when the word or phrase matches exactly. For example, if you select Ignore Case and search for "sales", the program would find "Sales", "SALES" and "sales".

Whole Words Only disregards portions of a word that match a word you type. For example, if you search for "margin" and select Whole Words Only, the program would skip "margins" and "marginal".

Search Notes looks for matches in your notes.

When the search is complete, a special Search Results table appears. Many different kinds of items can appear in this Search Results table. Double-clicking any one opens its Details form.


Adding new status options with new colored lights for the status board
To add new status options with new colored lights for the status board

Use this procedure to customize the Goal Status options to suit your individual needs.

1.	Choose Options - Colors

- or -

Press Alt-O-C.

The Color Editor window appears.

2.	Select "Status Lights" in the Color Group list.

You will see four default status lights - Green, Yellow, Red and Clear.

3.	To create a new status light color:

Click the Add button

- or -

Press Alt-A.

ManagePro asks you for the name of the new color item.

4.	Enter a descriptive name like "Blue Light".

5.	Click the small colored rectangle for your new color item in both the Color and Monochrome color palettes.

The color/shade used on the screen depends on your preference for the Color/monochrome setting. You can change this setting using Options - Environment.

6.	Choose Save to save your new color configuration.

7.	Choose Options - Terminology.

The Terminology Editor window appears.

8.	Select Goal Status from the Option List.

You should see the five default option items Not Started, Done, On Track, Behind and Critical in the Option List Items list.

9.	You can select each one of these and change its name or its position in the list (the top item is the most important and decreasingly so on down the list) to suit your preference.

1.0	To add a new Status Option Item:

Click on the Add button.

Items are added to the end of the list. If you want to move the On Hold item further up in the list, use the up and down arrows at the left of the Option Item List box.

The order of the items is important for the Goal Status roll-up.

The Status of any goal is calculated as the "worst" (that is, the furthest down on the list) status of all its subgoals. If you are most interested in knowing whether any goal is On Hold, keep this new item at the end of the list.

If you are more interested in knowing whether a goal is Behind than if its On Hold, move the On Hold item above the Behind item. That way if Goal A has three subgoals set On Track, On Hold and Behind, the calculated status for Goal A is Behind. If you kept On Hold at the end of the list, the calculated status would be On Hold.

11.	Type the name of the new item such as On Hold.

12.	Select the status light color in the Color list ( such as the new Blue Light color.)

13.	Click Update to record your new item.

14.	Click Exit to close the Terminology Editor window.


Printing the active planner
To print the active planner

1.	Choose File - Print.

- or -

Click on the Print Tool Button.

2.	Select a Form Name or click Set Form to add new forms if you prefer, click Fonts to specify the fonts for levels in the report and click Report to specify report-related options such as whether to print notes.

Filter/Sort Specifies criteria that items must match in order to be included in the report or if you want to select the sorting order for items in the report.

Timeline Displays the Timeline Specifications window.

Set Form Opens the Set Form window where you can define forms that you can easily reuse later.

Note:	You can select a form name from the Available Designs list and:

•	Change the units, orientation, margins, page size and spacing, and then click Update to permanently change those settings.

•	Make a note in the Special Notes text box. This is a reminder that appears whenever you print. For example, Load letterhead paper.

•	Select a form and click Delete to remove it from the list.

•	Enter the name of a new form in the upper left name text box and click Add to create a new form.

Fonts Opens the Font Specifications window where you can select the fonts to use for titles, text and hierarchical levels in the Goal Planner or Goal Timeline windows.

Note:	You can select one of the levels and then select a text or title font, size and any combination of text attributes (bold, underline and italic) for that level. Shading and inverting attributes are available for the title font.

ManagePro lets you reset the fonts to the default choice of Helvetica 10 or 12 point regular (bold, underline and italic turned off.)

Options Opens the Report Options window where you can select a variety of report options.

3.	Choose OK.


Printing selected items
To print selected items

Use this procedure to print the selected rows in any planner or summary table.

1.	Select the rows in a planner or summary table that you want to print.

2.	Choose File - Print Selected Items.

3.	Select Output Specifications options.

Filter/Sort Specifies criteria that items must match in order to be included in the report or if you want to select the sorting order for items in the report.

Timeline Displays the Timeline Specifications window.

Set Form Opens the Set Form window where you can define forms that you can easily reuse later.

Note:	You can select a form name from the Available Designs list and:

•	Change the units, orientation, margins, page size and spacing, and then click Update to permanently change those settings.

•	Make a note in the Special Notes text box. This is a reminder that appears whenever you print. For example, Load letterhead paper.

•	Select a form and click Delete to remove it from the list.

•	Enter the name of a new form in the upper left name text box and click Add to create a new form.

Fonts Opens the Font Specifications window where you can select the fonts to use for titles, text and hierarchical levels in the Goal Planner or Goal Timeline windows.

Note:	You can select one of the levels and then select a text or title font, size and any combination of text attributes (bold, underline and italic) for that level. Shading and inverting attributes are available for the title font.

ManagePro lets you reset the fonts to the default choice of Helvetica 10 or 12 point regular (bold, underline and italic turned off.)

Options Opens the Report Options window where you can select a variety of report options.

4.	Choose OK.


Printing an active form
To print an active form

Use this procedure to print any active Details form.

1.	Open the Details form you want to print.

2.	Choose File - Print from the menu

- or -

Click on the Print Tool Button.

Note:	ManagePro displays a message asking if you want to include notes when printing the form.

3.	Choose Yes or No

- or -

Press Enter to accept the No default.

ManagePro begins printing the form.


Using the To Do list
To use the To Do List

Use this procedure to create a To Do List item.

1.	Select the goal whose to do items you want to view or change.

2.	Click the To Do's Related View button.

3.	Enter a to do item title.

4.	Enter the person or team responsible for achieving this to do item.

5.	Enter a due date for the current to do item.

6.	Enter a priority for the to do item.  1=high priority, 2=medium priority, 3=low priority

7.	Choose the to do item status by positioning the cursor in the Status text box and pressing the question mark (?) key.

8.	Select detail information for the current to do item.

9.	Enter any miscellaneous notes you may have.


Using the Assistant window
To use the Assistant window

Use this procedure to open and add views in the Assistant window.

1.	Click on the Assistant button.

2.	Click on the Configure Tool button (or choose Configure from the Assistant menu).

3.	Select a view from the Available Views list and click the Add button.

ManagePro adds the view to the bottom of the Current Views list and displays the title in the View Title text box.

4.	Edit the view title in the text box if you like.

5.	Repeat steps 3 and 4 to add additional views to the Assistant window

6.	Click on Save when you have finished.

_________

Related topics

View Assistant


Synchronizing the extracted database with the base database or vice versa
To synchronize the extracted database with the base database or vice versa

Use this procedure to take you through the analysis of the changes that you made on the road and others may have made to the base database. If there are no conflicts, your changes are updated to the base database and the operation is complete. If there are conflicts, ManagePro asks you to resolve them by specifying whose change should be used.

1.	Choose File- Utilities - Synchronize this mobile data with base.

- or -

Choose File - Utilities - Synchronize this file with mobile data,

2.	Read the instructions in the Synchronize - Introduction dialog box and click on the Synchronize button.

3.	In the Synchronize - Resolve Items dialog box, select one of the conflicting fields, such as a goal, that has been changed both on the road and in the base database.

4.	Click on the Resolve Item button to begin the process of resolving the field information conflict.

You need to decide which valuemobile or baseyou want to use by clicking each field at the top of this window and examining the details that appear for that field in the Mobile Information and Base Information text boxes.

5.	In the Synchronize - Resolve Fields dialog box, select a field from the list at the top and examine the details for the Mobile and Base databases.

6.	To send E-mail to the people involved in this conflicting entry:

•	Click on the E-mail button

7.	To print information about the conflict

•	Click on the Print button.

8.	T view more information depending on the context of what you are working with

•	Click on the More Details button.

9.	If you are ready to resolve the conflict based on what you see:

1.	Select Use Mobile or Use Base.

2.	Click on the OK button.

If you want to put the conflict on hold for now:

1.	Select to Put on hold

2.	Click on the OK button.

_________

Related topics

Synchronize this file with mobile data

Synchronize this mobile data with base


Selecting a Day view
To select a Day view

Use this procedure to change the Calendar to display a day at-a-glance. You can select the Day view in three ways:

•	Click the Day Tool button.

•	Choose Day View from the Calendar menu
- or -
Press Ctrl-D

•	Double-click inside the Week view to instantly zoom in to the Day view.


Installing ManagePro on a network
To install ManagePro on a network

Use this procedure to install the ManagePro application on a network server and have multiple people access it.

To install ManagePro to run off a network, follow the Setup procedures in the ManagePro Getting Started Guide, specifying a network server drive and directory as the installation destination. After Setup is complete, you need to turn on the Read Only attribute for the following files:

MPRO.EXE

MPRO.ADF

MPRO.ADN

WCFNS.DLL

WMEMLIB.DLL

DATALIB.DLL

In DOS, you can use the ATTRIB command to turn on this attribute. For example, if you installed ManagePro in the network directory N:\MPRO, you would type the following at the DOS prompt:

N:\MPRO\> attrib +r mpro.exe

N:\MPRO\> attrib +r mpro.adf

... and so on

In the File Manager, select each file and use the Properties command from the File menu to select the Read only option.

On each users machine that will access ManagePro, create an icon for ManagePro in a Program Manager group. Set the program path to MPRO.EXE in the network ManagePro directory and the working directory to be the network ManagePro directory.

Important	All users must have full read, write, create, delete and file scan access to network directories where ManagePro databases are stored.


Could not open initialization file <name>

Situation

ManagePro needs to access certain control files when you first start it. The file <name> could not be found. This file should exist in your default ManagePro directory, the directory on your disk where you installed ManagePro. The Install program uses C:\MPRO as the default directory for ManagePro.

Solution

Examine your ManagePro directory with the Windows File Manager program or from DOS using the DIR command to see if the file called <name> is present. If it is missing, call Technical Support.

If the file <name> is in your directory, then the ManagePro program may not know how to find the ManagePro directory. The name of the ManagePro directory is stored in the WIN.INI file in your WINDOWS directory. You can examine this file using the Windows program SYSEDIT.

There should be a section in your WIN.INI, created by the Install program, that looks this:

[ManagePro]

HomePath=xxxxxxx

If you cannot find the word ManagePro in your WIN.INI file, then you should add the two lines above to the end of WIN.INI, replacing the xxxxxxx with the name of your ManagePro directory (default C:\MPRO).


Could not open application file MPRO.ADF properly. Either it is not in the ManagePro directory or has been corrupted.

Situation

ManagePro requires special control files called MPRO.ADF and MPRO.ADN in order to run at all. These files are created by the Install program. They should be in your default ManagePro directory.

Solution

See the procedure above to look for them in your ManagePro directory. If they cannot be found, call Technical Support.


Could not open the previous file you were using

Situation

ManagePro stores the name of your database each time you exit the program. The next time you run ManagePro, it attempts to reload this database. For some reason, the database could not be opened.

Solution

Attempt to open your database manually by choosing the Load an existing database option from the Welcome to ManagePro screen or using the Open command from the File menu. If these produce the same error message, examine the directory where your database is located with the Windows File Manager program or from DOS using the DIR command. You should see at least two files with the name of your database. If you called your database SALES then you should find both

SALES.MPD

SALES.MPX

and you may also see two additional files

SALES.MPS

SALES.MPU

If SALES.MPD or SALES.MPX do not appear in your directory, then a key database file has been deleted. If you are missing just the MPX file, call Technical Support. There may be a procedure for recovering your data. If both files are missing, they may have been deleted accidentally. See your DOS manual (version 5.0 or greater) for help using the UNDELETE command or check to see if you have any disk utilities such as the Norton Utilities that can assist in undeleting files.


Could not initialize printer. Please check Windows setup

Situation

When you ask ManagePro to print information onto your printer, the program asks Windows to prepare the current default printer for output. This message indicates that Windows could not prepare your printer.

Solution

If you have a dot matrix printer or any directly connected printer (plugged into your computer) that has a button or switch labeled On Line or Off Line, verify that the printer is On Line, which means able to receive data from the computer.

If the printer appears to be on line, check your Windows printer setup. You can set up your printer using the Control Panel program that comes with Windows. See the Microsoft Windows Users Guide for information about how to set up your printer.

The easiest test to see if the problem is in Windows or in ManagePro is to run Write, the simple word processor that comes with Windows. Type a few lines, then choose the Print command from the File menu. If Write can print successfully and ManagePro cannot, call Technical Support. You can exit Write by choosing Exit from the File menu.


There are not sufficient system resources to open a new window. Please close some existing windows or other applications first

Situation

Windows has a built-in limitation to the number of programs and windows you can have open at the same time. This limitation is known as System Resources. ManagePro has detected a low amount of resources available and cannot open a new window.

Solution

Exit other applications and close other ManagePro windows to free up system resources. If it is not convenient for you to exit other applications, you may want to consider upgrading to Microsoft Windows version 3.1, which eases the limitation on System Resources.


I want to extend the standard forms that come with ManagePro. How can I add a field to the Goal Details form or to Progress Data
"I want to extend the standard forms that come with ManagePro. How can I add a field to the Goal Details form or to Progress Data?"

Solution

ManagePro comes with user-definable fields for the goal records, progress data and many others. You can rename these fields and add them to forms using the Form Configuration tool explained in the Customizing Details Forms section in Chapter 8, Customizing ManagePro. They can also be added to planners and summary tables using Planner Configuration, also described in Chapter 8.


I have configured my Top-Level Goal Planner with the five key columns that I need to see using Planner Configuration. Now Id lik
"I have configured my Top-Level Goal Planner with the five key columns that I need to see using Planner Configuration. Now Id like to make this configuration a standard report in the Reports Planner so my assistant can print it out."

Solution

You can save any planner configuration as a report using the Planner Configuration command. Click the Save Report button to specify the report title, whether to print the data in columns and to which report category you want to add the report. The next time you open the Reports Planner, your new report will appear in the category you selected.


I copied my database to another computer disk, but ManagePro cannot open it
"I copied my database to another computer disk, but ManagePro cannot open it"

Solution

There are several files that make up one ManagePro database. All of them must be copied for your database to be readable by ManagePro. The best way to copy a database is using the Transfer command from the Utilities submenu (File menu.) If you want to copy manually, be sure to copy all files with the name of your database, not just one.

If your database is called SALES, open the folder where the database files are stored and choose By Name from the View menu. Then, drag or Shift-click to select all the files whose names begin with SALES. Finally, drag the files to a different disk or volume.

If your database is called SALES, use the following command in DOS to copy the database to a diskette:

COPY SALES.* B:


Every once in a while the program cursor turns into an hour glass and my hard disk lights up. I cant do anything while the curso
"Every once in a while the program cursor turns into an hour glass and my hard disk lights up. I cant do anything while the cursor is an hour glass."

Solution

ManagePro has a security feature that makes a backup copy of your database periodically. You can control the frequency of the backup using the Environment command from the Options menu. If you do not want backup copies made during your ManagePro session, set the Backup Frequency option to 0 (zero) minutes.


I have created a set of goals for one of my people, Barbara. Now I want to put them in my overall top-level goals. If I copy the
"I have created a set of goals for one of my people, Barbara. Now I want to put them in my overall top-level goals. If I copy them and paste them, I just get duplicates."

Solution

Use the Insert Linked Copy command from the Edit menu. Go to the Top-Level Planner and move the cursor to the row where you want Barbaras goals to be inserted. Choose the Insert Linked Copy command from the Edit menu. A list of all goals in the database sorted by Person/Team appears. You can highlight one or many goals, then press OK. Barbaras goals are linked into the Top Level Goal Planner at the cursor.

Note	If you create a link to a goal that already had a parent goal above it, the goal in the Top-Level Planner appears in gray. This lets you know that it is just a linked copy.


I have lots of short term goals in my database. When they are completed, I delete them with the Delete command while Im in the A
"I have lots of short term goals in my database. When they are completed, I delete them with the Delete command while Im in the Action List window. But then when I go to the Top-Level Goal Planner or to a persons goal planner, the goals are gone."

Solution

Do not delete goals using Delete from the Edit menu. No matter which window you are in, the Delete command removes the goal from the database, just like choosing Delete in a spreadsheet or Cut in a word processor. If you want to remove a goal from the Action List, mark its status as Done and choose Hide Done Items from the Action menu. When this command is check marked, only items whose status is not Done appear. You can use the same option in your Top Level and peoples goal planners too.


Controlling goal roll-ups
To control goal roll-ups

ManagePro has an automatic roll-up feature for three key fields in the goal record: Goal Status, Start Date and Due Date. These fields are usually calculated for any goal based on values in its subgoals.

For example, if Goal A has two subgoals, A-1 and A-2, then the value of the Status field (Not Started, Done, On Track, Behind or Critical) is rolled up from A-1 and A-2. If A-1 is On Track and A-2 is Behind, then Goal As status is calculated to be Behindbecause you want to know the worst status of all the subgoals. If goals A-1 and A-2 have subgoals, the same calculation takes place. Therefore, status is usually calculated using the lowest level goals (only those goals that have no subgoals beneath them.)

Start and Due Dates for goals work in very much the same way. The Start Date for a goal is calculated as the earliest date that can be found in all its subgoals. If goal A-1 has no start date but a due date of May 3 and goal A-2 runs from June 1 to July 30, the start date for Goal A is May 3. Although May 3 is a due date for A-1, it is the earliest date in all of Goal As subgoals, so ManagePro uses it as the calculated start date of Goal A. The end date for Goal A is the latest date found in its subgoals, July 30.

Sometimes it can be valuable to override the normal roll-up of status and dates. For example, if you temporarily want to focus your attention on a goal even though none of its subgoals are off track. Or if you want to set the due date for a goal to extend beyond the due dates of any of its subgoals. This is easy to do in ManagePro.

You can freely change the status field, start or due date for a goal in a planner or a form. If the goal has subgoals, ManagePro displays a warning message reminding you that the field you have changed is normally rolled-up. You can choose to continue with overriding the roll-up, cancel the change to that field (leaving all other changes in place) or cancel the entire update.

If you choose to override, then ManagePro disables the automatic roll-up and uses your specific value instead. So you could go to the Goal Planner and change the Status of Goal A to Critical, even though A-1 is On Track and A-2 is Behind. You could also set Goal As due date to August 15th, overriding the July 30 date in goal A-2.

In the Goal Status Board, the Status field is used to drive the color of rectangular lights, usually green, yellow and red. When you override the normal roll-up, ManagePro takes the left corner of the rectangle and shows you what color the light would be without any manual overrides in place.

Thus if you override Goal A to be Critical, you would see a red rectangle with the left corner in yellow, to tell you that the normal roll-up of this goals status would be yellow.

It is also easy to turn off the override you have in place. There are two approaches, one for the Goal Planner and one for the Goal Details form.

In any Goal Planner, you can remove an override by moving the cursor to the correct column, pressing Delete, then pressing Enter. For example, moving to Goal As status column (Critical), pressing Delete, then Enter resets it to the normal roll-upBehind. The same holds true for the due date column.

If you are looking at the Goal Details form for Goal A, you can delete the text in the Due Date field to remove the roll-up there. But because the Status field is not a text entry but a selection from an existing list, you must use the Special button to get change the override for goal status.

The Special form for a Goal has two check boxes. One indicates whether the status for this goal should have manual override turned on. From the Special form, you can turn off this check box to remove any override of the Goal Status field.

The other check box in the Special form has a different purpose. It allows you to ignore this goal in roll-ups.

For example, if Goal A-2 is Behind but you have a plan in place to fix the problem and you want to know if anything else gets off track, you could select the Ignore In Roll-ups check box. When Goal A-2 is ignored, the status of Goal A becomes calculated as On Track. On the Goal Status Board, the Goal A light will be green, but one corner of the light will be yellow, to remind you that there is something Behind in Goal As subgoals.


Customizing the Goal Status field
To customize the Goal Status field

If you use the Goal Status field in the Goal Details form and the Goal Status Board tool frequently, you may want to understand in greater detail how ManagePro maintains the list of status options and how they are connected to the colored lights in the Status Board.

The Goal Status field can be set to one of several status options. By default, ManagePro calls these options Not Started, Done, On Track, Behind and Critical.

The Done option is very important because it is used in planners and the Action List to hide goals that have been completed. The other options correspond to Green, Yellow and Red lights on the Goal Status Board.

With ManagePros configuration tools you can customize the Goal Status options to suit your individual needs.

_________

Related topics

Status options, adding new with new colored lights for the status board


Entering dates
To enter dates

Because ManagePro helps you manage both your people and goals, it tracks, and in fact generates, many dates. There are dates associated with:

•	Goals that you establish with your subordinates (start dates, due dates and interim checkpoints.)

•	People management tasks (getting performance data updates, giving feedback and coaching, giving performance reviews and recognition and so on.)

•	Commitments that you, as manager, make to support your subordinates.

•	Other Action items that you ask ManagePro to track.

You can enter dates manually in the MM/DD/YY HH:MM AM/PM format. For example, September 14, 1992 at 10:00 a.m. could be entered as:

•	9/14/92 10:00 am

•	09/14/92 10

•	SEP 14 10 am (ManagePro defaults to the current year)

•	Next Mon (if that is next Mondays date)

You can enter a time following any date, such as 4:00 pm. If you enter only a 6 after the date, ManagePro assumes you mean 6 p.m. If you enter only a 7 after the date, ManagePro assumes you mean 7 a.m. (this is the breaking point for the default AM/PM setting.)

You can also enter a date offset from todays date (for example, entering -3d means three days ago, entering +5w means in five weeks and entering +2m means in two months.) Alternatively, you can set a date using ManagePros calendar by double-clicking any Date text box.


Using keyboard shortcuts
To use keyboard shortcuts

The following keyboard shortcuts are available in ManagePro at different times as indicated.

Note	In ManagePro windows that are resizable and have Minimize and Maximize buttons in the upper right corner, keyboard shortcuts are generally Ctrl-<letter>. In dialog boxes (the non-resizable windows with text, OK and Cancel buttons), shortcuts are generally Alt-<letter>.

Moving around

Selecting information

Editing text or rows

Changing the appearance of information

Outlining goals

Working with ManagePro windows


Moving around
To move around

The following keyboard shortcuts are useful for moving the cursor or to find or view different information in ManagePro.

To do this:	Press:	While this window is active:

Browse backward in

Advisor contents	Ctrl-B	Advisor windows

Browse forward in

Advisor contents	Ctrl-F	Advisor windows

Find event	Ctrl-I	Calendar and planner windows

Go to previous topic viewed	Ctrl-P	Advisor windows

Go to search topics list	Ctrl-S	Advisor windows

Go to table of contents	Ctrl-C	Advisor windows

Move cursor down one row	Enter	Planners and summary tables

Move to next/previous column	Tab/Shift-Tab	Planners and summary tables

Move up or down a row	Up/Dn Arrows	Planners and summary tables

Move up or down a screen	PgUp/PgDn	Planners and summary tables

Move up/down a line

(scrolling text box)	Up/Dn Arrows	Advisor windows and forms

Move up/down a page

(scrolling text box)	PgUp/PgDn	Advisor windows


Selecting information
To select information

The following keyboard shortcuts are useful for selecting information in ManagePro.

To do this:	Press:	While this window is active:

Select a different date	Arrow keys	All views of calendar

Select from drop-down list box	?	Selection list box

Select multiple rows	Shift-Up/Dn Arrows	Planners and summary tables

Select next item	Keypad +	Selection list box

Select next/previous text box/button

(except in scrolling text box)	Tab/Shift-Tab	All forms

Select or deselect individual rows	Ctrl-click	Planners and summary tables

Extend current selection	Shift-click	Planners and summary tables

Select previous item	Keypad -	Selection list box

Select the default button

(except in scrolling text box)	Enter	All forms and dialog boxes

Select this date in

previous/next month	PgUp/PgDn	Year or month view of calendar

Select this day in

previous/next week	PgUp/PgDn	Week view of calendar

Select todays date	Ctrl-T	All views of calendar


Editing text or rows
To edit text or rows

The following keyboard shortcuts are useful editing text or rows of information in ManagePro.

To do this:	Press:	While this window is active:

Copy the selected text or rows	Ctrl-Insert	All windows

Cut the selected text or rows	Shift-Delete	All windows

Delete the selected text or rows	Ctrl-Delete	All windows

Edit notes	Ctrl-N	All windows

Insert new object below cursor	Shift-Enter	Planners and summary tables

Paste text or rows at the cursor	Shift-Insert	All windows

Undo last change	Alt-Backspace	All windows


Changing the appearance of information
To change the appearance of information

The following keyboard shortcuts are useful for changing the appearance of information in planners or summary tables.

To do this:	Press:	While this window is active:

Filter to selectively display rows	Ctrl-F	Planners, summary tables and calendar

Month view of calendar	Ctrl-M	Year or week view of calendar

Sort to reorganize rows	Ctrl-S	Planners and summary tables

Week view of calendar	Ctrl-W	Year or month view of calendar

Year view of calendar	Ctrl-Y	Month or week view of calendar


Using goal outlines
To use goal outlines

The following keyboard shortcuts are useful for outlining the goals in the Goal Planner windows.

To do this:	Press:	While this window is active:

Collapse all goals	Ctrl-C	Goal Planner, Goal Timeline

Collapse current goal	Ctrl-Keypad-	Goal Planner, Goal Timeline

Demote current goal	Ctrl-D	Goal Planner, Goal Timeline

Expand all goals	Ctrl-E	Goal Planner, Goal Timeline

Expand current goal	Ctrl-Keypad+	Goal Planner, Goal Timeline

Expand to show # levels	Ctrl-1,2,3É9	Goal Planner, Goal Timeline

Promote current goal	Ctrl-P	Goal Planner, Goal Timeline


Working with ManagePro windows
To work with ManagePro windows

The following keyboard shortcuts are useful for opening, closing and rearranging windows in ManagePro.

To do this:	Press:	While this window is active:

Cascade windows	Shift-F5	All windows

Close a window	Escape	All windows

Help about program	F1	All windows

Help from advisor	Shift-F1	All windows

Tile windows	Shift-F4	All windows

View Details form for

selected object	Ctrl-Enter	Planners and summary tables


Assigning more than one person to a goal, progress, to do item

ManagePro now provides you with the ability to assign goals and other items to more than one person.

You can do this in any "Who" field in any view. You enter the names of the people you want to assign the goals or items, separated by a semi-colon. You can also double click on the "Who" field, then choose one or more people from the list.


Moveable Tool Bar

ManagePro has a new interface feature to provide quick mouse access to common features: the Tool bar.

The Tool Bar consolidates all of the actions buttons into one moveable bar that you can display at the top, bottom, left or right-hand side of the screen. This gives you more screen to view multiple windows. If you prefer, you can display the Tool buttons in each open window.

The Tool buttons allow you to manipulate information in the active window. For example, the Tool Bar offers buttons such as the Find, Filter, Sort, Configure, Print, Document and View As buttons.

The Tool buttons that are available change depending upon which ManagePro window is active. You can hide the Tool Bar by choosing the Options|Display command and removing the check mark beside that option. ManagePro adds the appropriate tools inside each window, near the top and just below the windows Title Bar. If you keep the check mark beside the Tool Bar option, you can also choose the location where the Tool Bar appears:  Top, Right, Bottom or Left.


Message Bar

The Message Bar appears across the bottom of the ManagePro window and it displays brief Help information that describes the object you point to or where the insertion point/cursor is located.

You can choose if or when, ManagePro should display Help messages as you move the mouse over areas of the screen by choosing the Options|Display command and keeping the check mark beside the Message Bar option. Your options are:  Dont Show Messages, On Mouse Move or On Option-Click (ManagePro for Macintosh)/On Right Click (ManagePro for Windows.)


Right Mouse Click Menu

In any view, you can press the right mouse button on any object (Goal, Person, etc.) to display the right mouse menu. Using the right mouse menu you can quickly edit, print, mail or attach documents, which makes the program faster to use.


To Do List and Goal To Do List

The new To Do list and Goal To Do list enable you to easily input, delegate, and track the small detailed tasks that are often required to support goals and people management.

The To Do List is a supplement to the Action List and lets you focus on to do items, where the Action List lets you work with all kinds of action items: to do items, events, goals, people management reminders and commitments. In the To Do List, you can enter new to do items directly. The Global To Do List contains all to do's you have created, either with Quick Input To Do Item, adding a To Do from the action list, or using the to do list for individual goals. You can quickly sort your to do items in the global To Do list using the Change View tool button.

When you click the To Do button in the Goal Planner window, the To Do List window opens displaying a summary table of any previously entered to do items for the selected goal. This summary table gives you an overview list showing the title of the to do item, the name of the person or team who is associated with the item, the due date, priority and status of the item. As you create new to do items, the Who and Due Date fields default to those for the related goal. You can change these values manually if you need to.


Day at a glance calendar and week and day printouts

The Global Calendar allows you to track meetings and other events within a day. It is not intended as a full-fledged appointment book or group scheduler, but it can extend your ability to rely on ManagePro as your primary management tool.

It is divided into three areas:

•	The main calendar section, which offers the ability to view and change dates in the database.

•	A daily event summary table showing all activities on the currently selected date (not available in the Week or Day views since you see all daily events there anyway.)

•	A Display check box section that lets you tell ManagePro to selectively display goal dates, people management activities, to do items and management commitments.

Click on the Calendar tool to display the Calendar. You can use the Calendar menu to move view years, months weeks or days, jump to today and change to a year/month/week/day-at-a-glance calendar.

Note	The personal Calendar available for a selected person or team in the People/Team Planner window by clicking the Calendar Related View button works just like the global Calendar. However, it displays information related to the selected person or team rather than across-the-board planning information.


Linking with Other Applications - DDE

ManagePro for Windows provides DDE support with two commands: Copy Link and Paste Link which you can choose from the Edit menu. These DDE commands allow point-to-point sharing of information between ManagePro for Windows and other Windows applications that support DDE.

With a simple copy and paste operation, you can create permanent links between ManagePro and your spreadsheet, word processor, database and other applications. For example, you can easily link current sales or productivity numbers from a Microsoft Excel spreadsheet to a field in a ManagePro goal, allowing easy tracking of actual progress.

You control the kind of updates you want to take place between information from other applications that you have pasted into a ManagePro database using ManagePros Links command from the File menu. For example, you can decide how often the linked information should be updated or update it yourself at any time.

Note	ManagePro does not control the updating of information that you have copied from ManagePro into other applications using the Copy Link command.


Linking with Other Applications - Document Attachment

Document attachment allows you to associate one or more external disk files, or documents, with any object in ManagePro, such as goals, progress notes, and performance reviews.

This feature lets you use ManagePro as a home base. Within ManagePro, you can quickly start (or launch) other applications from the Attached Documents window in the context of their on-going goal and people management activities. Financial projections, product proposals, key customer lists and so on can, therefore, become more clearly organized by the structure of the goals being addressed.

You can access the Attached Documents window using

•	the Documents command from the Edit menu,

•	the Tool pop-up menu/drop-down list box (point to an items title and Option-click or click the Right mouse button),

•	the Documents icon that appears left of an item which has one or more attached documents,

•	the Documents Related View button which is available in several windows

The Attached Documents window lets you attach, delete or edit a document for the selected item. For example, you might want to attach a spreadsheet, graphic image or word processing file. You can also launch the application that created the selected document in the list.


Direct E-Mail Support

You can quickly send E-Mail messages (on VIM and MAPI compliant systems) based on ManagePro information. Quick communication on a goal or progress note is just a click away. ManagePro will format a text message based on the current items selected in the current view, auto-address the message based on the "who" fields of the item selected, and launch the appropriate mail system interface to allow annotation. If there are documents attached to any of the selected items, you can choose to attach those to the message as well.

In most ManagePro views you can select one or more items and mail them by choosing the E-mail command from the File menu or by pressing the Mail button. In order to send E-mail from within ManagePro, you must have one of the  following electronic mail systems:

•	Microsoft Mail version 3.0 or later

•	Lotus ccMail version 1.1 or later

You can specify which mail system you are using at any time using the Environment command from the Options menu.

See Chapter 7 in the Reference Manual for additional information on setting up E-mail.


Simultaneous Multi-user Access

You can now set up your databases to enable workgroup collaboration and shared team access. This means an unlimited number of people can be editing the same database at the same time. Each ManagePro object - goal, progress note, feedback note, etc. - is individually locked when a detail form is brought up or you begin editing it in a planner. If another user attempts to edit the same object, a message appears informing them who has it locked and since when.

When you create a new file, ManagePro asks what type of file sharing you want to use:

•	No one else will access this file means only you will have access to the database.

•	People will have access to selected parts of this file means you want to let other members of your team access selected parts of the database.

•	People will have full access to this file means everyone with the password can log into the database and have full access to the entire database.


Mobile computing support

It is becoming more and more common for managers and team members to spend significant time with portable computers that are not always attached to a network in the office. This presents a significant challengehow to share information in common files on the network and still allow people with portable computers to make changes on the road. Eventually, wireless networks that let you connect to your network while on the road will be commonplace. In the near term, applications like ManagePro need to assist you in this process.

The Mobile Computing commands in ManagePro allow you to extract a copy of the shared, network database onto your portable computer, work on that database while youre on the road, then synchronize your changes with others that people have made to the database on the network. This powerful feature ensures that on an item-by-item basis, no information is lost or overwritten accidentally.

We are using the following terminology in our Mobile Computing support:

Mobile Computing Term	Definition

Base database	the database residing on the network that multiple people share.

Extracted database	the database on a portable machine, worked on by one person on the road.

Extract	the operation of making a copy of the base database on a portable computer.

Synchronize	the operation of updating a base database with new information in an extracted database allowing for conflict resolution.

Conflicts	changes made in both the base database and extracted database that are in conflict; e.g., you change the Due Date to 6/1/94 and Mark changes it to 4/1/94.

Resolve	decide which information is correct; should Due Date be 6/1 or 4/1?

_________

Related topics

Extracted database, synchronizing with the base database or vice versa


Cross-platform Support

Many organizations, and almost all large ones, have heterogeneous computing environments. Any workgroup or team collaboration tool must support the major personal computer platforms. ManagePro for Macintosh and ManagePro for Sun (SPARC) will enable you to implement ManagePro broadly in your organization without requiring pure Windows installations.