Getting Started with Proliance

The Proliance software suite provides a complete set of applications to manage all aspects of workspaces and portfolios. It manages the three critical aspects of a workspace:

Proliance has a powerful workflow engine that makes it easy to design and implement business logic that controls how documents are managed within the organization. With Proliance, you can configure, automate and enforce best practices and processes for every type of document.

With workflow automation, documents needing approval (such as change orders), action items (such as deficiency list items) and communications (such as RFIs) flow through the system following your custom-configured business rules. You can receive notices for action directly in Proliance or in your local email system. If you are a corporate user, you can manage and analyze your organization's work status at the corporate, workspace and portfolio level.

Proliance contains several unique work areas. Depending on your security permissions, you may only have access to some of these work areas.

Programs & Projects: From the Programs & Projectswork area, you can access any Plan-Build workspace to which you have been granted access.
Portfolios: From the Portfolioswork area, you can configure, view, and report on groups of business-related workspaces
Organization: From the Organizationwork area, you can access the documents and administrative functions that relate to your organization, your organization's staff members, and your organization's external contacts.

The navigation trail runs across the top of many Proliance pages. It shows you the hierarchy of topics related to the current topic. You can instantly return to a higher work area level by clicking its name on the navigation trail.

For example, if you are working in the ProjectOne workspace and you want to go to another workspace, click Programs & Projects. Proliance displays the Programs & Projects register, from which you can navigate to another workspace.

The navigation trail contains several buttons:

In a managed workspace, click Go To Portfolio to open the workspace's portfolio in the portfolios work area.
Click click the My Preferences button to display the My Preferences dialog box where you can manage your personal settings and modify your password.
Click Help to open the Proliance Online Help to the Welcome topic.
Click Log Off to log out from Proliance.

Navigation menus give you quick access to the registers available in the current work area. The navigation menu appear in the left-hand side of the browser window.

Click the plus/minus symbol on a menu's title bar to open it or close it.
Click Hide to hide the menus. This gives you a wider view of the register.
Click Show to show the menus to the left of the register.