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# Setting up the portal

The portal must be set up from the Application Desktop to be used correctly. The setup is specific for each module of the portal.

General setup

The following DMF is required to use the portal:

- 19**** WEB PORTAL

Setup for the Employee module

From the Application Desktop:

- Set up leave types (paid leaves, additional rest days, and so on) for each employee record sheet.
- Set up report templates to be able to publish timesheets, schedules and expense reports.

The following DMFs are required to use the features of the Employee module in the portal:

#### General

Code | Domain | Module | Function
--- | --- | --- | ---
1901** | WEB PORTAL | TIMESHEETS & SCHEDULES MENU | TIMESHEETS & SCHEDULES MENU
1902** | WEB PORTAL | REPORTS MENU | REPORTS MENU
1919** | WEB PORTAL | EMAIL | *
191901 | WEB PORTAL | EMAIL | SEND EMAIL

#### Timesheets and schedules

Code | Domain | Module | Function
--- | --- | --- | ---
190101 | WEB PORTAL | TIMESHEETS & SCHEDULES MENU | TIMESHEETS & SCHEDULES (WEB PORTAL ONLY)
190110 | WEB PORTAL | TIMESHEETS & SCHEDULES MENU | PROJECT FILTERS - PROJECTS SCHEDULED FOR THE MONTH
190111 | WEB PORTAL | TIMESHEETS & SCHEDULES MENU | PROJECT FILTERS - PROJECTS FROM PROJECT MANAGERS IN MY DIVISION
190112 | WEB PORTAL | TIMESHEETS & SCHEDULES MENU | PROJECT FILTERS - PROJECTS FROM MY DIVISION
190113 | WEB PORTAL | TIMESHEETS & SCHEDULES MENU | PROJECT FILTERS - INTERNAL PROJECTS FROM MY DIVISION
190114 | WEB PORTAL | TIMESHEETS & SCHEDULES MENU | PROJECT FILTERS - PROJECTS FROM MY ENTITY
190115 | WEB PORTAL | TIMESHEETS & SCHEDULES MENU | PROJECT FILTERS - PROJECTS I MANAGE
190116 | WEB PORTAL | TIMESHEETS & SCHEDULES MENU | PROJECT FILTERS - PROJECTS I WORK ON
190117 | WEB PORTAL | TIMESHEETS & SCHEDULES MENU | PROJECT FILTERS - INVESTMENT PROJECTS
190118 | WEB PORTAL | TIMESHEETS & SCHEDULES MENU | PROJECT FILTERS - INTERNAL PROJECTS FROM MY ENTITY
190119 | WEB PORTAL | TIMESHEETS & SCHEDULES MENU | DAY VIEW
190120 | WEB PORTAL | TIMESHEETS & SCHEDULES MENU | MONTH VIEW
1903** | WEB PORTAL | TIMESHEETS | TIMESHEETS
190301 | WEB PORTAL | TIMESHEETS | SHOW
190302 | WEB PORTAL | TIMESHEETS | MODIFY
190303 | WEB PORTAL | TIMESHEETS | DUPLICATE WEEK
190304 | WEB PORTAL | TIMESHEETS | PRINT
190305 | WEB PORTAL | TIMESHEETS | DELETE REJECTED TIMESHEET
190306 | WEB PORTAL | TIMESHEETS | TRANSFER WEEK SCHEDULE INTO TIMESHEET
190307 | WEB PORTAL | TIMESHEETS | LIST
190308 | WEB PORTAL | TIMESHEETS | CANCEL AFF_ABS_BLOQ CONTROL
190309 | WEB PORTAL | TIMESHEETS | CANCEL AFF_ABSCAL_BLOQ CONTROL
1904** | WEB PORTAL | SCHEDULES | SCHEDULES
190401 | WEB PORTAL | SCHEDULES | SHOW
190402 | WEB PORTAL | SCHEDULES | MODIFY
190403 | WEB PORTAL | SCHEDULES | DELETE
190404 | WEB PORTAL | SCHEDULES | PRINT
190405 | WEB PORTAL | SCHEDULES | LIST
190406 | WEB PORTAL | SCHEDULES | TRANSFER TIMESHEETS

#### Expense reports

Code | Domain | Module | Function
--- | --- | --- | ---
190102 | WEB PORTAL | TIMESHEETS & SCHEDULES MENU | EXPENSE REPORTS (WEB PORTAL ONLY)
190201 | WEB PORTAL | REPORTS MENU | EXPENSE REPORTS
1905** | WEB PORTAL | EXPENSE REPORTS | EXPENSE REPORTS
190501 | WEB PORTAL | EXPENSE REPORTS | SHOW
190502 | WEB PORTAL | EXPENSE REPORTS | MODIFY
190505 | WEB PORTAL | EXPENSE REPORTS | COMPLETE
190506 | WEB PORTAL | EXPENSE REPORTS | CANCEL COMPLETION
190507 | WEB PORTAL | EXPENSE REPORTS | DUPLICATE
190508 | WEB PORTAL | EXPENSE REPORTS | IMPORT BANK STATEMENT
190509 | WEB PORTAL | EXPENSE REPORTS | CHANGE EMPLOYEE (THAT I MANAGE)
190510 | WEB PORTAL | EXPENSE REPORTS | CHANGE EMPLOYEE (ALL EMPLOYEES)
190511 | WEB PORTAL | EXPENSE REPORTS | MODIFY EXPENSE REPORT OF ANOTHER EMPLOYEE
190512 | WEB PORTAL | EXPENSE REPORTS | DELETE
190513 | WEB PORTAL | EXPENSE REPORTS | OCR

#### Requests

Code | Domain | Module | Function
--- | --- | --- | ---
190103 | WEB PORTAL | TIMESHEETS & SCHEDULES MENU | LEAVE REQUESTS
1911** | WEB PORTAL | CUSTOM REQUESTS | CUSTOM REQUESTS
191101 | WEB PORTAL | CUSTOM REQUESTS | NEW
191102 | WEB PORTAL | CUSTOM REQUESTS | DUPLICATE
191103 | WEB PORTAL | CUSTOM REQUESTS | MODIFY
191104 | WEB PORTAL | CUSTOM REQUESTS | DELETE
191105 | WEB PORTAL | CUSTOM REQUESTS | REPORTS
191106 | WEB PORTAL | CUSTOM REQUESTS | SEND BY EMAIL
191107 | WEB PORTAL | CUSTOM REQUESTS | MODIFY COMPLETED REQUEST
191108 | WEB PORTAL | CUSTOM REQUESTS | CANCEL 'APPROVED' REQUEST
191109 | WEB PORTAL | CUSTOM REQUESTS | CANCEL 'TO BE APPROVED' REQUEST
191110 | WEB PORTAL | CUSTOM REQUESTS | CANCEL 'DENIED' REQUEST
191111 | WEB PORTAL | CUSTOM REQUESTS | MODIFY ARCHIVED REQUEST
161418 | TOOLS | CUSTOM REQUESTS | LINK DOCUMENTS

Setup for the CRM module

From the Application Desktop:

- Set up pipelines and opportunity stages.
- Set up the archiving reasons to display on the portal when marking an opportunity as lost.
- Set up the event categories to display on the portal.

The following DMFs are required to use the features of the CRM module in the portal:

#### Opportunities

Code | Domain | Module | Function
--- | --- | --- | ---
1914** | WEB PORTAL | OPPORTUNITIES | OPPORTUNITIES
191401 | WEB PORTAL | OPPORTUNITIES | SHOW MY OPPORTUNITIES
191402 | WEB PORTAL | OPPORTUNITIES | SHOW MY TEAM'S OPPORTUNITIES
191403 | WEB PORTAL | OPPORTUNITIES | SHOW MY DEPARTMENT'S OPPORTUNITIES
191404 | WEB PORTAL | OPPORTUNITIES | SHOW ALL OPPORTUNITIES
191410 | WEB PORTAL | OPPORTUNITIES | NEW
191411 | WEB PORTAL | OPPORTUNITIES | MODIFY
191412 | WEB PORTAL | OPPORTUNITIES | WIN / LOSE
191413 | WEB PORTAL | OPPORTUNITIES | NEW / MODIFY EVENTS IN OPPORTUNITIES
191414 | WEB PORTAL | OPPORTUNITIES | SET UP REQUIRED FIELDS TO REACH A STAGE
191415 | WEB PORTAL | OPPORTUNITIES | FORCE MARGIN IN LINES
191416 | WEB PORTAL | OPPORTUNITIES | FORCE RECURRENCE TYPE IN OPPORTUNITY LINES
191417 | WEB PORTAL | OPPORTUNITIES | FORCE START DATE OF OPPORTUNITY'S ESTIMATED PRODUCTION
191418 | WEB PORTAL | OPPORTUNITIES | ADD OPPORTUNITY LINES
191419 | WEB PORTAL | OPPORTUNITIES | DELETE

#### Contacts, prospects and customers

Code | Domain | Module | Function
--- | --- | --- | ---
1915** | WEB PORTAL | ORGANIZATIONS & CONTACTS | ORGANIZATIONS & CONTACTS
191501 | WEB PORTAL | ORGANIZATIONS & CONTACTS | SHOW PROSPECTS
191502 | WEB PORTAL | ORGANIZATIONS & CONTACTS | MODIFY PROSPECTS
191503 | WEB PORTAL | ORGANIZATIONS & CONTACTS | SHOW CUSTOMERS
191504 | WEB PORTAL | ORGANIZATIONS & CONTACTS | MODIFY CUSTOMERS
191505 | WEB PORTAL | ORGANIZATIONS & CONTACTS | SHOW CONTACTS
191506 | WEB PORTAL | ORGANIZATIONS & CONTACTS | MODIFY CONTACTS
191507 | WEB PORTAL | ORGANIZATIONS & CONTACTS | NEW DOCUMENT
191508 | WEB PORTAL | ORGANIZATIONS & CONTACTS | DELETE DOCUMENT
191509 | WEB PORTAL | ORGANIZATIONS & CONTACTS | SHOW DOCUMENTS
191510 | WEB PORTAL | ORGANIZATIONS & CONTACTS | SHOW OPPORTUNITIES
191511 | WEB PORTAL | ORGANIZATIONS & CONTACTS | MODIFY OPPORTUNITIES
191512 | WEB PORTAL | ORGANIZATIONS & CONTACTS | CUSTOMER RECORD SHEET REPORT
191513 | WEB PORTAL | ORGANIZATIONS & CONTACTS | PROSPECT RECORD SHEET REPORT

#### Actions

Code | Domain | Module | Function
--- | --- | --- | ---
1918** | WEB PORTAL | MY ACTIONS | MY ACTIONS
191801 | WEB PORTAL | MY ACTIONS | MODIFY/DELETE ACTIONS FROM ANOTHER

#### Interface customization

Code | Domain | Module | Function
--- | --- | --- | ---
1916** | WEB PORTAL | SETUP | SETUP
191601 | WEB PORTAL | SETUP | MY CUSTOM FIELDS
191602 | WEB PORTAL | SETUP | GENERAL CUSTOM FIELDS

Setup for the Manager module

From the Application Desktop, set up the approvals for orders, quotations, and so on.

The following DMFs are required to use the features of the Manager module in the portal:

#### Validation of employee documents

Code | Domain | Module | Function
--- | --- | --- | ---
1906** | WEB PORTAL | LEAVE REQUESTS VALIDATION | LEAVE REQUESTS VALIDATION
190601 | WEB PORTAL | LEAVE REQUESTS VALIDATION | MY TEAM
190602 | WEB PORTAL | LEAVE REQUESTS VALIDATION | MY TEAMS
190603 | WEB PORTAL | LEAVE REQUESTS VALIDATION | MY REQUESTS
190604 | WEB PORTAL | LEAVE REQUESTS VALIDATION | HISTORY
1907** | WEB PORTAL | TIMESHEETS VALIDATION | TIMESHEETS VALIDATION
190701 | WEB PORTAL | TIMESHEETS VALIDATION | MY PROJECTS
190702 | WEB PORTAL | TIMESHEETS VALIDATION | MY TEAM
190703 | WEB PORTAL | TIMESHEETS VALIDATION | MY TEAMS
190704 | WEB PORTAL | TIMESHEETS VALIDATION | HISTORY
190705 | WEB PORTAL | TIMESHEETS VALIDATION | VALIDATE NON-COMPLETED TIMESHEET
190706 | WEB PORTAL | TIMESHEETS VALIDATION | MODIFY NON-COMPLETED TIMESHEET
190707 | WEB PORTAL | TIMESHEETS VALIDATION | SHOW NON-COMPLETED TIMESHEET
190708 | WEB PORTAL | TIMESHEETS VALIDATION | TIMESHEETS VALIDATION MENU
1908** | WEB PORTAL | EXPENSE REPORTS VALIDATION | EXPENSE REPORTS VALIDATION
190801 | WEB PORTAL | EXPENSE REPORTS VALIDATION | MY TEAM
190802 | WEB PORTAL | EXPENSE REPORTS VALIDATION | MY TEAMS
190803 | WEB PORTAL | EXPENSE REPORTS VALIDATION | HISTORY
190804 | WEB PORTAL | EXPENSE REPORTS VALIDATION | SHOW NON-COMPLETED EXPENSE REPORT
190805 | WEB PORTAL | EXPENSE REPORTS VALIDATION | VALIDATE NON-COMPLETED EXPENSE REPORT
190806 | WEB PORTAL | EXPENSE REPORTS VALIDATION | EXPENSE REPORTS VALIDATION MENU

#### Approval of management objects

Code | Domain | Module | Function
--- | --- | --- | ---
1909** | WEB PORTAL | APPROVALS | APPROVALS
190901 | WEB PORTAL | APPROVALS | APPROVALS
190902 | WEB PORTAL | APPROVALS | HISTORY
190903 | WEB PORTAL | APPROVALS | MODIFY EXPENSE

#### Time review

Code | Domain | Module | Function
--- | --- | --- | ---
1917** | WEB PORTAL | TIME REVIEW | TIME REVIEW
191701 | WEB PORTAL | TIME REVIEW | ACCESS TIME REVIEW
191702 | WEB PORTAL | TIME REVIEW | CHANGE MANAGER
191703 | WEB PORTAL | TIME REVIEW | TIMESHEET VALIDATION STATUS CODE - CHECKED
191704 | WEB PORTAL | TIME REVIEW | TIMESHEET VALIDATION STATUS CODE - VALIDATED
191705 | WEB PORTAL | TIME REVIEW | TIMESHEET VALIDATION STATUS CODE - FREE
191706 | WEB PORTAL | TIME REVIEW | TIMESHEET VALIDATION STATUS CODE - NOT BILLED
191707 | WEB PORTAL | TIME REVIEW | TIMESHEET VALIDATION STATUS CODE - BILLED
191708 | WEB PORTAL | TIME REVIEW | TIMESHEET VALIDATION STATUS CODE - REJECTED
191709 | WEB PORTAL | TIME REVIEW | CANCEL TIMESHEET VALIDATION
191710 | WEB PORTAL | TIME REVIEW | CANCEL VALIDATION FOR BILLED TIMESHEET
191711 | WEB PORTAL | TIME REVIEW | CANCEL TIMESHEET COMPLETION
191712 | WEB PORTAL | TIME REVIEW | MODIFY TIMESHEET
191713 | WEB PORTAL | TIME REVIEW | VALIDATE NON-COMPLETED TIMESHEET
191714 | WEB PORTAL | TIME REVIEW | MODIFY NON-COMPLETED TIMESHEET
191715 | WEB PORTAL | TIME REVIEW | REMIND EMPLOYEES
191716 | WEB PORTAL | TIME REVIEW | FORCE TIMESHEET COMPLETION
191717 | WEB PORTAL | TIME REVIEW | VALIDATE MULTIPLE TIMESHEETS
191718 | WEB PORTAL | TIME REVIEW | VALIDATE TIMESHEETS FOR MULTIPLE EMPLOYEES

Setup for the Reports module

From the Application Desktop, set up report templates to be able to display them in the Reports menu.

To display and use the Reports module:

- The DMF 1910** WEB PORTAL REPORTS REPORTS is required.
- The PWM_RAP83KP63S application control must be active.