Quick Navigation Reference Guide
Before we get started, here are some helpful tips to navigate through the app.
Admin Page
The admin Page is where you will create, customize and manage all things in the Pacer App. When navigating to the page using the top menu, you’ll notice a series of selections appear along the left-hand side. Under the ADMIN section you will be able to create baselines, projects, locations and users.
Add New
You’ll commonly find this button in the top right corner. Use this button to add new tasks, locations, users etc.
Managing Your Project
After you’ve set up a project in Pacer you'll find the 3 steps at the top of the page to navigate you through the process.
How to Push a Project
After you’ve completed Steps 1 and 2, click into step 3 and follow these steps to push your project.
____________________________________________________________________________________
Now we’ll get started! This walkthrough will show you how to create a location, create a list of tasks (we call that a Baseline), and push your List of tasks [Baseline] to your locations.
Build a location.
A location is a physical property or group of individuals that make up 1 team.
Get started by building your first location:
- Click Admin (at the top of the page)
- Click locations along the left-hand side.
- You’ll click the add new button in the top right-hand corner of the screen
4. You’ll need to fill out all fields with a red box in the screenshot below, then click “Save and Close” at the bottom. *if you’d like to see these red boxes appear on your screen, before filling out any information, click save at the bottom of the window*
5. Once you click Save, your location will appear on the screen with the other locations included in the free trial. We’re done here and can move on to the next portion, creating our list of tasks, AKA our Baseline.
Have your list of tasks?
Have your list of tasks ready to go? Let’s create a baseline! (Note; you can start by only adding a few for this exercise)
- Navigate to Admin (top of page)
- Click Baselines on the left-hand side.
- Once on the Baselines Page, you’ll see the blue button “Add New” in the top right corner where you can add a new list of tasks.
- First you will need to provide a name and description for this specific list of tasks, then click save at the bottom of the window.
- You can manually add one by one by selecting the “add New baseline task”
- For this exercise, you can add a few tasks one by one but you should know there is also a way to import a list of tasks.
- If you’d like to try to import, when looking at your blank list of tasks, in the top right hand menu you’ll find the “Import” button. Step 1 will be to download the file.
- You’ll fill out all columns with a RED header and be mindful of the drop down menu in most of the cells
- When you get to the column to choose Day’s Out or Static Date, you’ll only need to provide one or the other so it’s okay that one of these columns is blank
- We work off of a T minus schedule. This means that when choosing “Days Out”, our most common selection, you would just add a number like 21 and that means that this task should be done 21 days before the Zero Date
- We’ll determine the Zero Date later in the process just be mindful of how much time before the zero date this task should ideally be completed.
Take a look at the Add New Button here. You’ll see this blue button appear in the same spot throughout the app. It is for adding new items.
You’ll give your Baseline a name and description. Remember that this baseline is your template where you will have a list of tasks that you’ll have multiple locations complete.
You can add some tasks by clicking the “Add Baseline Task” button in the top right menu.
When adding a task, you’ll need to fill out all of the boxes highlighted in red below. Remember that under Target Date, you’ll enter the weeks/days prior to you anticipated zero date. For example placing a 4 in the weeks box would mean this should be completed 4 weeks before the zero date. (later on we’ll tell Pacer what our zero date is)
Pushdown your Project
After you’ve created or uploaded your Baseline task list and created a location, you are ready to start a project. In this project you’ll chose what locations will be completing this task list, which baselines they’ll receive and then pushing it out and choosing a zero date.
You can navigate to projects under the Admin page
Select in the top right corner.
Fill out the Project name, Abbreviation, Description, and Project Implementation Manager on the right hand side of the screen. These are the required fields.
Click save on the bottom of the New Project information form.
Once Pacer has created your project, follow the three steps
After you’ve completed Steps 1 and 2, click into step 3 and follow these steps to push your project.
When you’re ready to push your project, Step 3 will take you to a list of locations you put “in Scope.” Click on “Bulk Update” in the top right corner, check the box next to the location on the left hand side of the table. Then in the top right hand menu, click “Pushdown” You’ll be guided through choosing a zero date and picking the baseline to push.
Comments
0 comments
Please sign in to leave a comment.