User Guide

Project Tags
A tag is a text label that can be applied to multiple projects, providing a simple and efficient organization
system. Tags can be assigned at the time a project is created or in the project properties pane in the tags tab.
Tags can also be deleted in this pane.
To assign a tag:
1. With a project selected, select Project Properties.
2. Select the Tags tab.
3. Enter a tag in the field, and click Add Tag.
4. Click Save.
Project tag search
This function allows you to search for associated projects. Large projects may be planned in phases of smaller
tasks with the same tag assigned for quick review. The tag search function filters projects by tag, then the
projects can be sorted by name and date. You can use text, numbers or symbols as values for tags or any
combination.
To search for a project tag:
1. Select the Calendar pane to search for tags in current state or project mode.
2. Select the Search Project Tags tab.
3. Enter tag information in the search field and click the Search icon. The results display projects having the
same tag, along with the project name, due date, percent done and conflict status.
NOTE: The search information may be partial. For example, if the tag is mytags, you can enter my in the field, but to search for a tag
with more than one name and a space, place the tag inside quotes. For example, "my tags."
4. If no results display, the tag does not exist. No message opens.
5. Click the (x) in the search field to clear the results.
Project Tasks
Tasks represent future work to be performed in the data center. Details within the Project Properties, Task pane
show information associated with each project task. As the user performs actions in the project, such as adding a
new device to a rack or moving a device from one location to another, project tasks are created. Each task
describes the action being performed. You can add a note to a task by selecting a task.
Some tasks allow direct navigation via a hyperlink back to the asset affected. For example, if a server is added to
a rack, the details list shows the server model number and manufacturer and the device path to the rack. This
device path includes the rack name, first slot location within the rack where the server will be placed along with
the plan name where the rack is located. This information is set up as hyperlinks to allow direct navigation to
these assets.
NOTE: Tasks involving templates do not have a link back to the template.
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