iSite Help

 Agency Settings 

The Agency Settings function on the Settings tab of the Admin Page provides the ability for Administrators to manage the iSite Agency-related settings for various modules and tools within the iSite PMO Portal provides the ability for Administrators to manage the iSite Agency-related settings for various modules and tools within the iSite PMO Portal. 

 

Availability 

Users with any of the following Permissions may manage Agency Settings: 

• Settings Administrator 
• System Administrator 
• Support 

 

Navigation 

Admin > Settings  

 

Available Functions * 

The Agency Settings function provides the following functions: 

 

Display Settings 

The following settings are for the generation of the NASA Form 533 M/Q 

In the Display Settings, Users can edit the following:  

• Financial Month Days to Display 
• Role to Display for Task 533s 
• Number Format 
• Contractor Estimate Month Details 

 

NASA Form 533 Header Settings 

The following settings are for the Header portion of the NASA Form 533.  

• Latest Contract Modification/Revision Number 
• Scope of Work 
• Customer Address 
• Contractor Name 
• Contractor Address 
• Authorized Contractor Representative 

 

 

 

 

Contract Settings 

The Contract Settings function on the Settings tab of the Admin Page provides the ability for Administrators to manage the Contract-related settings for various modules and tools within the iSite PMO Portal provides the ability for Administrators to manage the Contract-related settings for various modules and tools within the iSite PMO Portal. 

 

Availability 

Users with any of the following Permissions may manage Contract Settings: 

• Settings Administrator 
• System Administrator 
• Support 

Navigation 

Admin > Settings
 

The Contract Settings menu allows Users to adjust Contract Settings, Contract Roles, and Contractor Settings. 
 

Contract Settings 

The following settings control Contract-specific Settings 

The Contract Settings allows Users to edit the following: 

• Contract Number 
• Contract Name 
• Contract Short Name (Abbreviation) 
• Phase-In Start Date 
• Contract Start Date 
• Contract End Date 
• Options Years Max End Date 
• Latest Contract Modification/Revision Number 
• Type of Contract 
• Scope of Work 
• Cost Ceiling from RFP/Contract 
• Customer Address 

 

Contractor Settings 

The following settings control Contractor-specific Settings 

The Contractor Settings allows Users to edit the following: 

• Contractor Name 
• Contractor Address 
• Authorized Contract Representative. 
• Authorized Contractor Representative Email 
• Authorized Contractor Representative Phone 
   

Government Settings 

The following settings control Government-specific Settings 

The Government Settings allows Users to edit the following: 

• Government Agency Contact 
• Government Agency Contact Email 
• Government Agency Contact Phone 

 

Contract Roles 

In the Contract Roles settings, Users can assign the roles of the Contracting Officer, Contracting Officer Representative, Resource Analyst, and Program Manager.  

Contract Roles allows Users to edit the following: 

• Contracting Officer 
• Contracting Officer Representative 
• Resource Analyst 
• Program Manager 
   

To assign these roles, select the icon located to the right of each assignment to bring up the Select Users menu. 

 

 

 

 

Datawarehouse Settings 

The Datawarehouse Settings function on the Settings tab of the Admin Page provides the ability for Administrators to manage the Datawarehouse-related settings for various modules and tools within the iSite PMO Portal provides the ability for Administrators to manage the Datawarehouse-related settings for various modules and tools within the iSite PMO Portal. 

 
Availability 

Users with any of the following Permissions may manage Datawarehouse Settings: 

• Settings Administrator 
• System Administrator 
• Support 

 

Navigation 

Admin > Settings
 

The Datawarehouse Settings consist of General Settings, Dictionary Settings, and FTP Import Settings.

 

General Settings 

The General Settings allow Users to change the following: 

• Employee Rate Validation 
• EmployeeCode + Effective Rate 
• This the iSite default option and should be used if employees within a single iSite license have only one set of effective rates for any iSite Task.   
• Employee Code + Effective Date + TeammateCode  
• This option is used to if employees within a single iSite license have more than one set of effective rates for different iSite Tasks (Configuration of different templates is needed.) 

 

Actuals Dictionary 

The following settings help define the content loaded into custom fields for the Actuals table in the Datawarehouse: 

• Users can have up to ten (10) Custom Field labels. 
• No fields are Required to be defined, leave blank if unused.  

 

*If field has been given a name (other than null), it will appear on associated pages within the Datawarehouse lookup tables with the given name. If left blank it will not show.  

 

Employee Labor Rates Dictionary 

The following settings help define the content loaded into Labor Rate fields for the Employee Labor Rates table in the Datawarehouse: 

• Users can have up to twenty (20) Custom Field labels. 
• No fields are Required to be defined, leave blank if unused.  

 

*If field has been given a name (other than null), it will appear on associated pages within the Datawarehouse lookup tables with the given name. If left blank it will not show.  

 

Financials Dictionary 

The following settings help define terminology for Financials: 

• Financials Forecast Label  

 

Financial Month Groups Dictionary  

The following settings help define the content loaded into Financial Month Group fields for the Financial Months table in the Datawarehouse: 

• Users can have up to five (5) Custom Field labels. 
• No fields are Required to be defined, leave blank if unused.  

 

*If field has been given a name (other than null), it will appear on associated pages within estimates as groupings, and under selectable range parameters for valid financial reports. If left blank it will not show.  

 

Funding Dictionary 

The following settings help define the content loaded into custom fields for the Funding table in the Datawarehouse: 

• Users can have up to five (5) Custom Field labels. 
• No fields are Required to be defined, leave blank if unused.  

 

*If field has been given a name (other than null), it will appear on associated pages within estimates as groupings, and under selectable range parameters for valid financial reports. If left blank it will not show.  

 

Labor Class Rates Dictionary 

The following settings help define the content loaded into Labor Rate fields for the Labor Class Rates table in the Datawarehouse: 

• Users can have up to Twenty (20) Custom Field labels. 
• No fields are Required to be defined, leave blank if unused.  

 

*If field has been given a name (other than null), it will appear on associated pages within the Datawarehouse lookup tables with the given name. If left blank it will not show. 

 

 

 

 

 

Labor Subclass Rates Dictionary 

The following settings help define the content loaded into Labor Rate fields for the Labor Class Rates table in the Datawarehouse: 

• Users can have up to Twenty (20) Custom Field labels. 
• No fields are Required to be defined, leave blank if unused.  

 

*If field has been given a name (other than null), it will appear on associated pages within the Datawarehouse lookup tables with the given name. If left blank it will not show.  

 

Task Status Dictionary 

This field will determine how reporting in iSite determines if a Task is active or inactive. Active and Inactive Statuses are a select-able filter on various financial analysis tools, reports and alerts.  

The following settings help define the names used in the custom Task Status fields and how the Active and Inactive status of a Task is determined: 

• Active: 
  When selected, Tasks with this Status will be classified as Active. 
• Inactive: 
  When selected, Tasks with this Status will be classified as Inactive. 
• Active During PoP: 
  When selected, Tasks with this Status will be Active only between the Task Start and End Dates. Outside the PoP, Tasks with this Status will be classified as Inactive. If Task PoP is null, then the task will be considered Active.  

 

 

* Field contains a Custom Configurable status that will show thought iSite unless it is Null/Blank. 

 

Task Hierarchy Dictionary 

Task Hierarchy Labels change iSites default text displayed throughout iSite. Changes to text are highly visible to end users and will be made visible to certain iSite areas that include but are not limited to: 

• List Pages 
• Administrative List Pages 
• On Screen Report Buttons 
• On Screen Report Headers 
• Generated Report Headers 
• Module Creation and Reporting pages 
• iSite Inbox Pages 

 

The following settings help define terminology for Task Hierarchy: 
 

 

 

Task Plan Response Status Custom Field Dictionary 

The following settings help define the names used in the custom Task Plan Response Status Fields: 

• Users can have up to Ten (10) Custom Field labels. 
• No fields are Required to be defined, leave blank if unused.  

 

FTP Import Settings 

The following settings control the FTP Import process: 

• Email Results To? 
• Email Address that Results will be Emailed to 
• Suppress Validation 
• Perform Related Records Validation? 
• Perform Foreign Key Checking 
• Suppress Valid Results Email 

 

 

 

 

 

Deliverables Settings 

The Deliverables Settings function on the Settings tab of the Admin Page provides the ability for Administrators to manage the Deliverable-related settings within the iSite PMO Portal.provides the ability for Administrators to manage the Deliverable-related settings within the iSite PMO Portal. 

 

Availability 

Users with any of the following Permissions may manage Deliverable Module Settings: 

• Settings Administrator 
• System Administrator 
• Support 

 

Navigation 

Admin > Settings

 

Available Functions  

The Deliverables Settings function provides the following functions: 

 

General Settings  

The following settings control Deliverable Package General settings: 

• Can Mark Packages "In Process" Before Start Date? 
• Require Task Order Request Workflow to Create Deliverables? 
• Default Completion Email Recipient Type 

 

Creation Settings  

These settings control the behavior of how Start and End dates of Deliverable Packages are automatically shifted via the scheduled defined in a Deliverable Definition. The following settings control Deliverable Package Creation settings: 

• Start/End/Due Date Weekend Nudge Factor 

• Start/End/Due Date Holiday Nudge Factor 

• Note* Holidays will need to be defined in the Table Management first before this setting will be taken into effect.  

• Default Warning Threshold 

 

 

 

Estimating Module Settings 

The Estimating Module Settings function on the Settings tab of the Admin Page provides the ability for Administrators to manage the Estimating-related settings for the iSite PMO Portal. 

  

Availability 

Users with any of the following Permissions may manage Estimating Module Settings: 

• Settings Administrator 
• System Administrator 
• Support 

 

Navigation 

Admin > Settings  

  

Availability 

Only users with the following permissions will have access to the functions within Estimates for the enabled settings: 

• Portal Administrator  
• Task Estimating Administrator  
• Manage Estimating Module Settings 

General Settings 

The following settings control the Estimating and Estimate-To-Complete functionality: 

• Enabled Estimate Types for Tasks 
• Estimate Mockup (Unpublished) 
• Estimate-To-Complete (Forecast) 
• Planned Contract Values 
• Time-Phased Baseline Plan (Original) 
• Time-Phased Baseline Plan (Rebaseline) 
• Enabled Estimate Types for Workflows 
• Estimate Mockup (Unpublishable) 
• Time-Phased Baseline Plan (Original) 
• Time-Phased Baseline Plan (Rebaseline) 
• Allow Attachments Within Estimates? 
• Update Effective Month to Publish Month for Baseline Plan Estimates? 

  

  

  

  

 

  

Creation Settings 

The following settings control the creation settings for the Estimating Module: 

• Use Smart Naming to suggest Estimate Name when creating new Estimates? 
• Allow New Estimate for existing Task that contains all Sub-tasks? 
• Allow New Estimate for Task without specifying Sub-tasks? 
• If yes, enter a Placeholder Subtask Code 
• Placeholder Task Code Prefix 
• Placeholder SubTask Code 
• Allow Rebaseline if Published Revisions already exist? 
• Setting this to no will cause iSite to Prompt any estimate created as a Rebaseline to be switched to Original Baseline Plan or Baseline Plan Revision during the inbox approval process.  
• This setting will not prevent Rebaseline estimates from being published within a Workflow. 

 

Entry Settings  

The following settings control the Entry settings for the Estimating Module: 

• Enable Historical Data Entry? 
• Labor Entry Basis for entry by FTE 
• Allow Negative Values 
    

Display Settings 

The following settings control the Display settings for the Estimating Module: 

• Default Numeric Format for Display 
• Show Financial Month Dates? 
• Show Working/Productive Days? 
• Show Working/Productive Hours? 
• Default Historical Data for Display 
• Default Date Range 

  

Workflow Settings  

The following sections control the built-in Workflow settings for the Estimating Module.  

• Enable Built-In Workflows for Estimating? 
• Automatically Publish Estimates after Approval? 

 

Related Configuration  

• Navigation Links 
• Estimate Template 
• Estimate Views 

 

 

Financials Module Settings 

The Financials Module Settings function on the Settings tab of the Admin Page provides the ability for Administrators to manage the Financials-related settings within the iSite PMO Portal. 

 

Availability 

Users with any of the following Permissions may manage Financials Module Settings: 

• Settings Administrator 
• System Administrator 
• Support 

 

Navigation 

Admin > Settings  

 

Available Functions  

The Financials Module Settings are organized into the following sections: 

  

General Settings 

The General Settings on the Financials Module Settings page of the Admin > Settings Page allows Users to manage general settings for the Financials Module. 

The following are General Settings for the Financials Module: 

• Query Group for Task Cost Totals Max Items in Task Selector 
• Max Items in Task Selector 
• Threshold for Variance Alert 
• Enable Profitability Reporting? 
• Show Indicator for Financial Months Not Closed? 
• Show Indicator when viewing outside of Task Period of Performance? 
• Number Format for Rate/Volume Variance Report 
• Hour Type For WYE Calculations 
• Disclaimer Text 

 

*Note: Query groups must first be defined within Admin> Datawarehouse > Table Management> Query Group – before they will show up for selection. 

 

  

 

 

Pending Transactions Display 

The following settings control the Pending Transactions that will be visible on Cost Analysis tools: 

• Pending Transactions to Display: 
• Commitments 
• Purchase Requests in Process 
• Travel in Process 
• Unposted Labor 

 

Annual Work Plans Options 

The following settings control the Annual Work Plans Functionality Financial Module: 

• Enable Annual Work Plans? 
• Government Role for Managing Annual Work Plans 
• Contractor Role for Managing Annual Work Plans 

  

Funding Display Options  

The following settings control the Contract/Task Funding functionality Financials Module: 

• Enable Funding Reporting? 
• Display Type 
• Threshold for Critical Funding Level 
• Threshold for Warning Funding Level 
• Funding Basis 

  

 Cost Reporting Drilldown Options 

The following settings control the configuration of Drilldown capabilities in the Financials Module: 

• Allow Drilldown on Labor Dollars? 
• Column Title for Labor Dollars 
• Detail Field for Labor Dollars 
• Column Title for Labor Hours 
• Detail Field for Labor Hours 
• Column Title For ODC Dollars 
• Field Name for ODC Dollars 

 

  

Funding Module Settings 

The Funding Module Settings function on the Settings tab of the Admin Page provides the ability for Administrators to manage the Funding-related settings within the iSite PMO Portal. 

 

Availability 

Users with any of the following Permissions may manage Funding Module Settings: 

• Settings Administrator 
• System Administrator 
• Support 

 

Navigation 

Admin > Settings  

  

Available Functions  

The Funding Module Settings are organized into the following sections: 

  

General Settings  

The following settings control the general behavior and configuration of Funding Module functionality: 

• Funding at the Sub-Task Level 
• Enable Funding Requests? 
• Funding Requests Require Approval? 
• Enabled Funding Action Types 
• Funding Action Types: 
• Amendment (Add Funding) 
• An increase of funding by introducing new fund sources 
• Deobligation (Remove Funding) 
• A reduction in funding for existing fund sources; creation of new fund sources is not allowed. 
• Revision (Change Funding) 
• An increase or reduction in funding levels for existing fund sources. 
• Negatives total values are only allowed upon creation of a fund source.  
• Existing Fund Sources can only have funding reduced to 0. 
• Existing Fund Sources and new Fund Sources can always have deltas above 0. 
• Allow Funding Action Date Entry? 
• Allow Funding Action Date Entry in Workflows? 
• Funding Amount Entry Format 
• Funding Actions Require Review? 
• Automatically Publish Funding Actions after Approval? 
• Require Task Order Request Workflow to Create Funding Actions 
• Financial Month Code Mapping on Import/Publish 

  

Funding Transfer  

The following specify the settings that control the Funding Transfer process: 

• Allow Funding Transfer across CLINs? 
• Email Notification  
• When a Funding Transfer occurs, you can have e-mails sent to notify selected Roles of the Transfer. Selected Roles can be Contract and/or Task Roles.  
• Funding Transfers Require Review? 
• Automatically Publish Funding Transfers After Approval? 

  

Funding Obligation  

Specify the settings that control the Funding Obligation process: 

• Use Funding Obligation Process? 

The Funding Obligation Process adds additional steps to the Funding Action Approval Workflow that allows assignment of PR and PO information and allows for concurrent Funding Packages and Transfers per Task. 

• Allow Multiple CLINs Within a Single Purchase Request? 
• Filter PR Creation By: 
• CLIN 
• Task Group 
• CLIN and Task Group 

  

Fund Source Details Settings  

The following settings control the behavior of Fund Source Detail entry: 

• Subtask Display Format (if enabled): 
• SubTask Code 
• SubTask Name 
• SubTask Code and Name 
• Allow Editing during Review? 

This controls whether a Reviewer can make corrections to Fund Source Details (not amounts) during the Review process. Furthermore, it allows for minor corrections to be made without having to reject the Funding Package back to the originator. 

  

Fund Source Code Format  

The following settings control the entry format for Fund Source Codes within a Funding Action: 

• Fund Source Code Option 
• Auto Increment  
• Manuel Entry  

 

 

 

 

 

Funding Custom Field Dictionary  

The following settings help define the attributes used in the Funding custom fields:  

  

  

  

 

 

 

Portal Settings 

The Portal Settings function on the Settings tab of the Admin Page provides the ability for Administrators to manage the Portal-related settings for various modules and tools within the iSite PMO Portal. 

  

Availability 

Users with any of the following Permissions may manage Portal Settings: 

• Settings Administrator 
• System Administrator 
• Support 

 

Navigation 

Admin > Settings  

  

Available Functions  

The Portal Module Settings are organized into the following sections: 

  

General Settings  

The following settings are General Settings for the Portal License: 

• License ID 

Use this to create links to iSite that automatically select the relevant License for the User. This is useful for documentation or emails where a direct link to iSite is desired. 

• License GUID 
• Portal Name 
• Portal Description 
• Page Footer HTML 
• CUI Warning (Reporting) 
• Time Zone 
• Enable Security Trimming on Menus? 
• Max Number of Help Documents to Display 

  

iSite Essentials  

The following settings control the visibility of iSite Essentials functionality within iSite: 

• Enable Document Libraries? 
• Enable Discussions? 
• Enable Lists? 
• Enable Alerts? 
• Enable Announcements? 
• Enable Events? 
• Enable Links? 

 

 

 

 

Portal Email Settings 

The following settings are for the E-mail portion for the Portal License: 

• Delivery Action for Portal Emails 
• Default URL For Emails 
• CUI Warning (Email) 

  

System Notifications  

The following settings are for the System Notifications portion for the Portal License: 

• New Release Notification Recipient Security Group  
• The security group that is chosen in this field with automatically be emails about changes system wide changes within iSite.  
• Staging Availability Notification Recipient Security Group 
• The security group that is chosen will have access to iSite staging environment if configured for this license.  

  

Support Contact  

Configure who should be contacted when a User-reported issue is submitted: 

• Support Contact Option 
• Security Group 

  

Support Message  

Configure the on-screen message to be displayed to users when accessing the support menu: 

• Support User Message 

  

Document Libraries  

The following settings control the Custom Values that you want to use for Document Libraries instead of using default values: 

• Status 

  

Web Service Settings  

The following settings control the Web Service Integration functionality within iSite which is used for retrieving information from iSite that is not available via reporting:  

• Enable Web Service Functionality? 

  

  

 

  

Performance Evaluation Module Settings 

The Performance Evaluation Module Settings function on the Settings tab of the Admin Page provides the ability for Administrators to manage the Performance Evaluation-related settings within the iSite PMO Portal. 

 

Availability 

Users with any of the following Permissions may manage Risk Management Module Settings: 

• Settings Administrator 
• System Administrator 
• Support 

  

Navigation 

Admin > Settings  

  

Available Functions  

The Performance Evaluation Module Settings are organized into the following sections: 

  

General Settings  

The following settings control the Performance Evaluation Module: 

• Task Role Responsible For Completing Performance Evaluation Surveys 
• Display Previous Answers On Surveys? 

  

Email Settings  

The following settings control the Email Notifications for Performance Evaluation Surveys: 

• Enable Reminders? 
• Email Body for 2-Day Reminder 
• Email Body for 1-Day Reminder 
• Email Body for Same Day Reminder 

 

*Note: Reminder's text will go out as emails to responsible parties per specified due date listed.   

 

Related Configuration 

The following are links to configuration functionality related to the performance Evaluation module: 

• Navigation Links 
• Questions 
• Question Sorting 
• Schedule 

 

  

Risk Management Module Settings 

The Risk Management Module Settings function on the Settings tab of the Admin Page provides the ability for Administrators to manage the Risk Management-related settings within the iSite PMO Portal. 

 

Availability 

Users with any of the following Permissions may manage Risk Management Module Settings: 

• Settings Administrator 
• System Administrator 
• Support 

Navigation 

Admin > Settings  

  

Available Functions  

The Risk Management Module Settings are organized into the following sections: 

  

Review Settings  

The following settings control whether newly created Risks require formalized review: 

• Risk Require Approval? 
• Task Discussions Created by Comments? 

  

Creation Settings  

The following settings control the creation settings for the Risk Management Module: 

• Require Task Order Request Workflow to Create Package 

  

Axis Label Settings  

The following settings control the X-Axis and Y-Axis labels across the Heat Map within Risk Management: 

• X-Axis Label 
• Y-Axis Label 

  

Score Distribution Settings  

The following settings control the distribution of color and names across the Heat Map within Risk Management: 

Click on the cells to change the risk severity and the legend items to change the color.

• Risk Heat Map 
• Very Low 
• Low 
• Medium 
• High 
• Very High 

  

Related Configuration  

The following are links to configuration functionality related to the Risk Management module: 

• Navigation Links 
• Risk Schedules 

  

  

  

  

Security Settings 

The Security Settings function on the Settings tab of the Admin Page provides the ability for Administrators to manage the Security-related settings for various modules and tools within the iSite PMO Portal. 

  

Availability 

Users with any of the following Permissions may manage Security Settings: 

• System Administrator 
• Support 
• Settings Administrator 

Navigation 

Admin > Settings  

 

Available Functions  

The Security Settings are organized into the following sections: 

  

Web  

The following settings control the authentication functionality within iSite when used with Web Authentication: 

• Force All Users to see Multi-Factor Authentication? 

 

Single Sign-On Settings 

The Single Sign-On Settings control the Single Sign-On functionality within iSite which is used for hosting iSite pages within a SharePoint iFrame. It consists of the following settings and considerations from the SSO Provider and iSite: 

• Force SSO Users to SSO-enabled URL 
• Note* Recommended this be set to No and users accounts to be configured appropriately/as needed.  
• Enable Single Sign-On Functionality 
• SSO-enabled URL 
• SSO Provider Message Expiration Time 
• SSO Provider IP Restrictions 

Logon Warning Screen 

The following settings are for the Logon Warning Screen for users: 

• Show Logon Warning Screen on Logon 
• Logon Warning Content 
    

Passwords 

The Password Settings are for the Non-SSO Users of iSite. These settings allow Administrators to edit the conditions in which passwords are controlled, consisting of the following: 

• Number of Uppercase Letters 
• Number of Lowercase Letters 
• Number of Special Characters 
• Minimum Number of Characters 
• Maximum Number of Characters 
• Maximum Password Age (in days) 
• Password History 
• Max Failed Login Attempts 
• Banned Words (one per line) 

  

 

 

Task Management Settings 

The Task Management Settings function on the Settings tab of the Admin Page provides the ability for Administrators to manage the Task Management-related settings within the iSite PMO Portal. 

  

Availability 

Users with any of the following Permissions may manage Task Management Module Settings: 

• System Administrator 
• Support 
• Settings Administrator 

 

Navigation 

 

Admin > Settings  

  

Available Functions  

The Task Management Settings are organized into the following sections: 

  

General Settings  

The following settings are General Settings for the Task Management Module: 

• Task Selection Display  
• Code 
• Name  
• Code – Name  

When choosing Tasks for various functions within iSite, such as in a Dropdown List or a checkbox List, this setting controls what will be displayed in the selection control. 

  

Task List Settings  

The following settings control the Task List display: 

• Display "New" Open Workflows? 

  

Numbering  

The following settings control the Task Order Request numbering: 

• Enabled Counter Type 
• RegEx Expression for Task Order Request Number Format 
• RegEx Help Text for Task Order Request Number Format 
• RegEx Sample Text for Task Order Request Number Format 

  

  

  

  

Task Order Request Workflow Module Settings 

The Task Order Request Workflow Module Settings function on the Settings tab of the Admin Page provides the ability for Administrators to manage the Task Order Request Workflow-related settings within the iSite PMO Portal. 

 

Availability 

Users with any of the following Permissions may manage Task Order Request Workflow Module Settings: 

• System Administrator 
• Support 
• Settings Administrator 

  

Navigation 

Admin > Settings  

  

Available Functions  

The Task Order Request Workflow Settings are organized into the following sections: 

  

Options 

The Task Order Request Workflow Options settings allow users to choose if they want the following to occur within the Task Order Request Workflow module: 

• Allow Task Order Request Administrator to Change Data At Any Step? 
• Display Time-To-Complete Status in Task Order Request Lists? 
• Highlight Current Activity Tab? 
• Flash Icon in Current Activity Tab? 
• Allow Only One Open Revision Per Task? 
• Auto Assign the Title? 

  

Cloning Options 

The Cloning settings allow Administrators to select the Statuses that are allowed to be cloned from.  

The following settings control the cloning options for the Task Order Request Workflow Module: 

• Object to Clone From 
• Clone from Task 
• Clone from TOR 
• Statuses that are Allowed to be Cloned From 
• Archived 
• Canceled 
• Completed 
• Open 
• Allow "Blank" Option on Revision Workflows? 

Task Planning 

 

Availability 

Users with any of the following Permissions may manage Task Order Request Workflow Module Settings: 

• System Administrator 
• Support 
• Settings Administrator 

  

Navigation 

Admin > Settings  

 

General Settings 

The following settings are General Settings for the Task Planning Module: 

• FTE Display Type 
• Require Task Order Request Workflow to Create Package 

 

 

  

  

 

Timekeeping Module Settings 

The Timekeeping Module Settings function on the Settings tab of the Admin Page provides the ability for Administrators to manage the iSite Timekeeping module settings within the iSite PMO Portal. 

 

Availability 

Users with any of the following Permissions may manage Timekeeping Module Settings: 

• System Administrator 
• Support 
• Settings Administrator 

  

Navigation 

Admin > Settings  

 

Available Functions 

The Timekeeping Module Settings function provides the following functions: 

  

Entry Settings  

The following settings control Timekeeping entry settings: 

• Job Display 
• Job Name 
• Job Description  
• Job Name and Description 
• Abbreviation for Long Job Names 
• No Abbreviation 
• Abbreviate from Beginning 
• Abbreviate from Middle 
• Abbreviate from End 
• Time Entry Required for Holidays? 
• Only Allow Holiday Job Types to be Entered on Holidays? 
• Comments are Mandatory? 
• Check For Early Time Entries? 
• Earliest Time Allowed? 
• Check for Changed Time Entries? 
• Time Entry Precision (Decimal Places) 
• Maximum Number of Hours per Day 

  

Working Days  

The following settings control the default Working days for all users. These can be overridden at a user level: 

• Default Working Days 
• Sun 
• Mon 
• Tues 
• Wed 
• Thursday 
• Fri 
• Sat 

Hour Types  

The following settings control the default Hour Types for all users. These can be overridden at a user level: 

• Default Hour Types 
• OT 
• Regular 
• Break 

  

Custom Values  

The following settings control the Custom Values that you want to use instead of using default values: 

• Job Type 
• Use Default System Values 
• Use Specified Values 
• Job Types (one per line) 

  

Related Configuration  

The following are links to configuration functionality related to the Timekeeping module: 

• Navigation Links 
• Approval Workflows 
• Bulk Assign Job Properties 
• Export Settings 
• Holidays 
• Hour Types 
• Jobs 
• Notifications 
• Timesheet Periods 

  

  

  

  

Variance Analysis Module 

The Variance Analysis Module Settings function on the Settings tab of the Admin Page provides the ability for Administrators to manage the Variance Analysis-related settings within the iSite PMO Portal. 

 

Availability 

Users with any of the following Permissions may manage Variance Analysis Module Settings: 

• System Administrator 
• Support 
• Settings Administrator 

 

Navigation 

Admin > Settings  

  

Available Functions 

The Variance Analysis Settings function provides the following functions: 

  

General Settings 

The following settings control the Variance Analysis Module: 

• Source of Planned data 
• Current Month Planned 
• Previous Month Forecast for Current Month 
• Calculation Method 
• (Actuals-Plan)/Plan 
• (Plan-Actuals)/Actuals 
• Include Non-Contract Tasks (Yes/No) 

 

Contract Settings 

The following settings control the Variance Analysis Module: 

• Level of Reporting 
• None 
• Summary Only 
• Element-of-Cost Only 
• Summary and Element-of-Cost 
• Action Lead – Role, Security Group, User 
• Reviewer – Role, Security Group, User 
• Default Report Driver 
• Threshold for Contract Variance Alert 
• Allow Editing while Awaiting Review? 

  

  

 

Task Settings  

The following settings control the Task Variance Analysis Modules of the iSite Task Management Portal: 

• Level of Reporting 
• None 
• Summary Only 
• Element-of-Cost Only 
• Summary and Element-of-Cost 
• Action Lead 
• Reviewer 
• Default Report Driver 
• Threshold for Task Variance Alert 
• Allow Editing while Awaiting Review? 

  

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