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Work Areas

Proliance has three work areas used to organize information and functions efficiently and to allow appropriate security and controls over each area.

Organization Work Area

The Proliance organization is the master source for company, contact and user information. It is also the source for creating new Portfolios and Workspaces.

Common activities in this work area include:

• Creating new company and contact records.
• Creating new portfolios and workspaces.
• Exporting contacts to portfolios and workspaces.

Portfolio Navigator

In the Portfolio Navigator, you can manage workspaces by creating logical groupings of workspace templates and live workspaces. You can manage security, configuration and reporting for all workspaces managed within that portfolio.

The Portfolio Navigator is commonly used for:

• Monitoring and reporting on workspaces within a portfolio.
• Configuring portfolio and workspace security.
• Managing portfolio and workspace print layouts and lookup lists.

Workspace Navigator

The Workspace Navigator is the most commonly used work area, where all workspace participants interact to enter data, upload files, updates schedules, provide feedback and approvals, and review workspace-related information.

The Workspace Navigator is used for:

• Maintaining workspace settings, such as currency and cost periods.
• Modifying user accounts settings.
• Performing day-to-day workspace tracking and correspondence.
• Creating and managing projects.