ProjectPartner

Common Support Issues

Click on a problem at left to see the solution.

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ProjectPartner is a very complex piece of software, designed and developed by experts in project portfolio management and software development, and each version is rigorously tested prior to release.

While we can’t entirely discount the possibility of an error in programming (we’re only human!), we’ve learned from experience that the most common cause of customers’ problems while using ProjectPartner is that their browser has an out-of-date version of the Adobe Flash Player plugin installed.

If you experience any unexpected behaviour with ProjectPartner, we recommend that you ensure that you’re using the latest version of Flash Player:

Right click anywhere in the ProjectPartner application and choose “About Flash Player”; your browser will open a new tab or window showing the version you have installed, the latest version available for your operating system, and a link to download and install the latest version (if necessary).

Once you’ve installed the latest Flash Player, log out of ProjectPartner, refresh your browser* and log in to ProjectPartner again. This resolves most issues immediately.

* This is usually the F5 key on your keyboard, a Refresh/Reload button in your browser’s toolbar, or a Refresh/Reload command in your browser’s menus.

Read me first

ProjectPartner is a very complex piece of software, designed and developed by experts in project portfolio management and software development, and each version is rigorously tested prior to release.

While we can’t entirely discount the possibility of an error in programming (we’re only human!), we’ve learned from experience that the most common cause of customers’ problems while using ProjectPartner is that their browser has an out-of-date version of the Adobe Flash Player plugin installed.

If you experience any unexpected behaviour with ProjectPartner, we recommend that you ensure that you’re using the latest version of Flash Player:

Right click anywhere in the ProjectPartner application and choose “About Flash Player”; your browser will open a new tab or window showing the version you have installed, the latest version available for your operating system, and a link to download and install the latest version (if necessary).

Once you’ve installed the latest Flash Player, log out of ProjectPartner, refresh your browser* and log in to ProjectPartner again. This resolves most issues immediately.

* This is usually the F5 key on your keyboard, a Refresh/Reload button in your browser’s toolbar, or a Refresh/Reload command in your browser’s menus.

ProjectPartner is slow to respond and eventually reports “Server Timeout” errors

Some proxy configurations delay all Internet connections, which usually won’t have a noticeable effect on your browsing experience. However, heavy network use or other latent conditions can exacerbate these delays.

The outgoing requests made from the ProjectPartner application (in your web browser) get “trapped” in the proxy, and are either delayed or never make it to the ProjectPartner servers. Similarly, the incoming responses sent from the servers may be caught up in the proxy and delayed in reaching the user’s browser. Certain configurations of additional software or hardware security measures can also contribute to these delays and eventual failures.

With the permission and assistance of your network administrator, attempt to bypass the proxy to confirm that its configuration is indeed the cause of the delays.

Because customers’ networks differ so widely, and because your network’s security measures are put in place for good reason, it is not possible or appropriate for ProjectPartner.com to suggest measures to permanently circumvent your proxy. Your network administrator will be able to take the necessary steps to allow the ProjectPartner application running in your browser to access your data on ProjectPartner.com’s servers over secure Internet connections.

Reports requesting large amounts of data are slow to generate, and may eventually report “Server Timeout” errors

When generating Reports that span a wide timeframe with narrow granularity (e.g. an entire Fiscal Year summarized by day) which also requests data for a very large number of data points (Clients, Portfolios, Projects, etc.), the Report may fail to complete. It may also be accompanied by a “Server Timeout” error message.

This is caused by a known limitation to the volume of data that ProjectPartner’s underlying data-handling technology can process in a single request.

Any Reports which produce this error should be re-run as multiple smaller Reports, each requesting a narrower timeframe and/or fewer data points.

This issue will be rectified no later than version 6.1.

How are Cost and Charge Rates determined? There seem to be many options—which applies to each transaction?

Because ProjectPartner has been designed for maximum flexibility in applying cost and charge rates to Resources’ time, remembering how each Task is costed and charged can be confusing.

We’ve prepared this interactive flowchart in an effort to explain how Rate Cards, Role Rates, Budgets, Resource Rates and the various inheritance options work.

But first, a note about “inheritance”…

Throughout ProjectPartner, many settings offer a “Use Default” checkbox, to inherit the value or setting from the level above it in the inheritance hierachy:

  • Entity
  • Client, including the “Internal Activities” pseudo-Client
  • Portfolio
  • Project
  • Task Group
  • Task

Clients and Portfolios both inherit values directly from their parent Entity. “Portfolio” appears under “Client” in the list above to demonstrate a Project’s inheritance prioritization. While a Project will normally inherit settings from its parent Portfolio, there are several exceptions:

  • If the Project is not part of any Portfolio, settings will be inherited from the Client.
  • When a Project is a member of multiple Portfolios, settings will be inherited from the Client.
  • Projects which belong to multiple Clients—but are not members of any Portfolio—will inherit settings from the Entity.
  • Projects belonging to both multiple Portfolios and multiple Clients will inherit their settings from the Entity.

An Entity obviously cannot inherit settings as there is no higher item in the hierachy. There is, however, a “System Default Value” applied to every setting throughout ProjectPartner, and it is this value which is applied when you check “Use Default” for any Entity’s setting. Many of these System Default Values can be modified in the Settings module by selecting “[System Default Entity]” from the Entity listing at the top of most screens.

The Cost & Charge Rate structure(All blue text is clickable to show more detail.)

System Default Source: Resource Rate Resource Rate Budget Rate Role Rate
System Default Source: Resource Rate Budget Rate Role Rate
System Default Source: Resource Rate Resource Rate Budget Rate Role Rate
System Default Source: Resource Rate
Cost Rate Charge Rate
Cost Rate Charge Rate
Cost Rate Resource's Rate Level Override for the Role
Cost Rate Cost Rate Charge Rate
Cost Rate Charge Rate Rate Card Rate Level

Why can’t I upload documents using the Document Manager?

Firstly, make sure that you have the latest version of Flash Player installed as a plug-in for your browser. The easiest way to do this is to right click anywhere in the ProjectPartner application and choose “About Flash Player”; your browser will open a new tab or window showing the version you have installed, the latest version available for your operating system, and a link to download and install the latest version (if necessary).

Adobe acknowledges that some versions of Flash Player do not support the file upload functionality of ProjectPartner in the following situations:

  • Macs running Mac OS X 10.5 (“Leopard”)
  • Flash Player 9 running within Firefox on SSL
  • Flash Player 9 running on Linux systems

This issue has been resolved in later versions of Flash Player. Please ensure that you are using the latest Flash Player.

I get error messages when saving my Timesheet

Occasionally, an intermittent communications problem such as network congestion may interrupt ProjectPartner’s data exchange with the server. When this happens, unsaved Timesheet entries will be flagged with an exclamation mark (Attention icon), and a pop-up window will list the entries which could not be saved.

It is not possible to log out of ProjectPartner in the usual manner while there are unsaved Timesheet entries. Closing the browser window will force a logout, but the affected entries will be discarded.

Unless there is a major outage, the communications error should only be very brief. Use the following procedure to check that communication has been re-established and to reinstate the unsaved Timesheet entries:

  • Close the pop-up alert window
  • Select one of the unsaved Timesheet entries—these are indicated with Attention icon
  • Drag the entry to another vacant time, either on the same day or another day in the current Timesheet view
  • Choose “Save Changes” from the Tools menu at top right of the ProjectPartner window
  • You may still see a popup alert for the other Timesheet entries, but if communication with the ProjectPartner server has been re-established, the moved entry will be saved and will no longer be indicated with an exclamation mark or listed in the popup alert
  • Repeat for all other affected Timesheet entries, saving between each move; you do not need to move any Timesheet entries not indicated with an exclamation mark
  • When all Timesheet entries have successfully saved, move each back to its correct day/time; save between each move
  • Your Timesheet entries have now been saved at the intended dates and times

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Did This Solve Your Problem?

If so, we’re glad we were able to help. Thanks for using ProjectPartner!

If not, look for similar problem descriptions in the list at left, and see if one of them has a solution that helps you.

If you’re still stuck, please contact our Support desk. One of our representatives will be in touch with you as quickly as possible.