U Us se er r G Gu ui id de e f fo or r P Pr ri im ma av ve er ra a P Pr ro oS Si ig gh ht t 7 7. .5 5 3ULPDYHUD3UR6LJKW8VHUV*XLGHLasl prinled: 6/25/2OO8 9:42:OO IM Lasl saved: 6/25/2OO8 9:42:OO IM ii,PSRUWDQW1RWLFHThis user's guide is deIivered suljecl lo lhe foIIoving consideralions and reslriclions: i This guide conlains proprielarv infornalion leIonging lo Irinavera IroSighl Lld. Such infornalion is suppIied soIeIv for lhe purpose of assisling expIicilIv and properIv aulhorized users of Irinavera IroSighl. i No parl of lhese conlenls nav le used for anv olher purpose, discIosed lo anv person or firn or reproduced lv anv neans, eIeclronic and nechanicaI, vilhoul lhe express prior vrillen pernission of Irinavera IroSighl Lld. i The lexl and graphics are for lhe purpose of iIIuslralion and reference onIv. The specificalions on vhich lhev are lased are suljecl lo change vilhoul nolice. i The soflvare descriled in lhe docunenl is furnished under a Iicense. The soflvare nav le used or copied onIv in accordance vilh lhe lerns of lhal agreenenl. i Infornalion in lhis docunenl is suljecl lo change vilhoul nolice. Corporale and individuaI nanes and dala used in exanpIes herein are ficlilious unIess olhervise noled. Copvrighl 1999-2OO8 Irinavera IroSighl Lld., a vhoIIv ovned sulsidiarv of Irinavera Soflvare Inc. AII righls reserved. Irinavera and lhe Irinavera SundiaI are lradenarks or regislered lradenarks of Irinavera TechnoIogies, Inc. in lhe U.S. and olher counlries. IroSighl is a lradenark or a regislered lradenark of Irinavera IroSighl Lld. in lhe U.S. and olher counlries. 7DEOHRI&RQWHQWV LLLIrinavera IroSighl Lld. ovns lhe foIIoving palenls, vhich nav cover producls lhal are offered and soId lv Irinavera IroSighl Lld.: U.S Ialenl No. 6,578,OO4, 7,158,94O and 6,917,921: AuslraIian Ialenl No. 2OO1255717 and 2OO1261O55: Canadian Ialenl No. 2,4O7,144. AddilionaI U.S. and InlernalionaI palenls pending. Winlerlree SpeIIing Server Copvrighl 2OOO-2OO5 Winlerlree Soflvare Inc.

7DEOHRI&RQWHQWV Lasl prinled: 6/25/2OO8 9:42:OO IM Lasl saved: 6/25/2OO8 9:42:OO IM iv 7DEOHRI&RQWHQWVPreface: Using Online Help............................................... 1 Thc Hc! WIndnw................................................................................................................ 1 Changing lhe Widlh of lhe Ianes................................................................................... 1 Resizing lhe HeIp Windov............................................................................................. 2 The Navigalion Iane........................................................................................................ 2 HeIp Topics Iane.............................................................................................................. 4 Kcvbnard Cnmmands.......................................................................................................... 5 5crccn Rcadcrs 5unrt ...................................................................................................... 7 The Slruclure of lhe OnIine HeIp Windov................................................................... 8 Navigaling lo a HeIp Topic ........................................................................................... 1O Vieving a SeIecled HeIp Topic ..................................................................................... 12 Introducing Primavera ProSight 7.5 .............................. 1-1 Pnrtfn!In Managcmcnt 5nftwarc fnr Tcchnn!ngv Lcadcrs......................................... 1-1 PrImavcra Prn5Ight Mndu!cs.......................................................................................... 1-4 Inveslor Map .................................................................................................................. 1-6 Scorecard......................................................................................................................... 1-8 Worklook ....................................................................................................................... 1-9 Iorns............................................................................................................................. 1-11 Dashloards................................................................................................................... 1-12 To-Do............................................................................................................................. 1-14 NavIgatIng In PrImavcra Prn5Ight ............................................................................... 1-14 The Main Screen........................................................................................................... 1-15 Using lhe TilIe Area..................................................................................................... 1-15 Using lhe Menu ar and TooIlar .............................................................................. 1-17 7DEOHRI&RQWHQWV Lasl prinled: 6/25/2OO8 9:42:OO IM Lasl saved: 6/25/2OO8 9:42:OO IM

v Using lhe ModuIe Tals and Links............................................................................. 1-17 PrImavcra Prn5Ight Cnmnncnts ................................................................................. 1-18 IorlfoIios ....................................................................................................................... 1-19 TechnoIogv Inveslnenls ............................................................................................. 1-19 Life CvcIes..................................................................................................................... 1-2O Calegories...................................................................................................................... 1-2O Irocesses ....................................................................................................................... 1-21 PrImavcra Prn5Ight Mcasurcmcnts.............................................................................. 1-21 Kev usiness Oljeclives.............................................................................................. 1-21 Kev Ierfornance Calegories ...................................................................................... 1-22 Kev Ierfornance Indicalors ....................................................................................... 1-22 Scorecard....................................................................................................................... 1-23 Installing and Accessing Primavera ProSight..................2-1 UgradIng frnm an Ear!Icr VcrsInn................................................................................ 2-1 AcccssIng PrImavcra Prn5Ight ........................................................................................ 2-1 The Irinavera IroSighl Slarl Menu............................................................................ 2-3 Working with Hierarchies and Setup Module ...................3-1 Tnur nf thc 5ctu Mndu!c................................................................................................ 3-5 DIs!avIng a HIcrarchv .................................................................................................... 3-8 BuI!dIng a HIcrarchv......................................................................................................... 3-9 Crealing IoIders........................................................................................................... 3-1O Ldiling a IoIder............................................................................................................ 3-11 Vieving In IoIders Infornalion ................................................................................ 3-12 Defining Securilv Iernissions ................................................................................... 3-13 Crealing Oljecls ........................................................................................................... 3-14 Working vilh MuIlipIe Selup Windovs .................................................................. 3-15 MnvIng Objccts................................................................................................................ 3-15 AddIng PrImavcra Prn5Ight E!cmcnts......................................................................... 3-16 3ULPDYHUD3UR6LJKW8VHUV*XLGH Lasl prinled: 6/25/2OO8 9:42:OO IM Lasl saved: 6/25/2OO8 9:42:OO IM vi RcmnvIng Objccts and Fn!dcrs..................................................................................... 3-18 EdItIng Itcms nr Objccts ................................................................................................ 3-20 Du!IcatIng an Objcct .................................................................................................... 3-20 DIsab!Ing Uscr ................................................................................................................. 3-21 DIsab!Ing an Objcct ........................................................................................................ 3-21 ChangIng an Objcct's Hnmc Fn!dcr............................................................................. 3-22 LncatIng an Objcct's Hnmc Fn!dcr............................................................................... 3-23 5carchIng fnr an Objcct nr Fn!dcr ................................................................................ 3-24 VIcwIng thc Catcgnrv Usagc Rcnrt............................................................................ 3-25 Accessibility Features........................................................ 4-1 IntrnductInn........................................................................................................................ 4-1 Kcvbnard Cnmmands....................................................................................................... 4-2 Kevloard Connands - CeneraI ................................................................................. 4-3 Ldiling TalIes................................................................................................................. 4-3 Znnm OtInns .................................................................................................................... 4-6 HIgh Cnntrast Mndc ......................................................................................................... 4-8 5crccn Rcadcrs................................................................................................................. 4-10 Working vilh Screen Readers.................................................................................... 4-12 System Setup...................................................................... 5-1 Prn5Ight 5vstcm Cnmnncnts ........................................................................................ 5-2 Selling up lhe Irinavera IroSighl Conponenls ...................................................... 5-6 AddIng Uscrs.................................................................................................................... 5-10 Slep 1: Accessing lhe Nev User Wizard................................................................... 5-11 Slep 2: Lnlering CeneraI User Infornalion.............................................................. 5-11 Slep 3: Lnlering Iassvord Infornalion.................................................................... 5-13 Slep 4: Lnlering User Ireferences.............................................................................. 5-15 Slep 5: Lnlering User AccessiliIilv Infornalion...................................................... 5-17 Slep 6: Lnlering User Conlacl Infornalion .............................................................. 5-19 7DEOHRI&RQWHQWV Lasl prinled: 6/25/2OO8 9:42:OO IM Lasl saved: 6/25/2OO8 9:42:OO IM

vii Slep 7: Defining Securilv Iernissions....................................................................... 5-2O CrcatIng Uscr Grnus ..................................................................................................... 5-22 Slep 1: Accessing lhe Nev User Croup Wizard...................................................... 5-23 Slep 2: Lnlering CeneraI User Croup Infornalion.................................................. 5-24 Slep 3: SeIecling User Croup Menlers..................................................................... 5-25 Slep 4: Defining Securilv Iernissions....................................................................... 5-26 CrcatIng Fn!dcrs............................................................................................................... 5-27 CrcatIng Va!uc LIsts........................................................................................................ 5-28 Slep 1: Accessing lhe VaIue Lisl Wizard................................................................... 5-29 Slep 2: Lnlering CeneraI VaIue Lisl Infornalion..................................................... 5-31 Slep 3: Lnlering VaIues Infornalion ......................................................................... 5-32 Slep 4: IiIlering VaIues in a VaIues Lisl.................................................................... 5-34 Slep 5: Vieving In IoIders Infornalion.................................................................... 5-37 Slep 6: Defining Securilv Iernissions....................................................................... 5-38 CrcatIng CatcgnrIcs......................................................................................................... 5-40 CrcatIng Invcstnr Mas.................................................................................................. 5-41 CrcatIng 5cnrccards......................................................................................................... 5-42 CrcatIng Tab!cs................................................................................................................ 5-43 Slep 1: Accessing lhe TalIe Wizard........................................................................... 5-43 Slep 2: Lnlering CeneraI TalIe Infornalion............................................................. 5-44 Slep 3: Lnlering TalIe Iroperlies Infornalion......................................................... 5-45 Slep 4: Vieving In IoIders Infornalion.................................................................... 5-49 Slep 5: Defining Securilv Iernissions....................................................................... 5-5O CrcatIng Tabs ................................................................................................................... 5-51 CrcatIng Fnrms................................................................................................................. 5-52 CrcatIng Grahs............................................................................................................... 5-53 Craph Tvpes ................................................................................................................. 5-53 Slep 1: Accessing lhe Craph Wizard......................................................................... 5-57 Slep 2: Lnlering CeneraI Craph Infornalion........................................................... 5-59 Slep 3: Defining Dala Source...................................................................................... 5-59 3ULPDYHUD3UR6LJKW8VHUV*XLGH Lasl prinled: 6/25/2OO8 9:42:OO IM Lasl saved: 6/25/2OO8 9:42:OO IM viii Slep 4: Vieving In IoIders Infornalion.................................................................... 5-72 Slep 5: Defining Securilv Iernissions ...................................................................... 5-74 Slep 6: Lnlering KnovIedge Infornalion................................................................. 5-75 CrcatIng Dashbnards ...................................................................................................... 5-77 CrcatIng Phascs & LIfc Cvc!cs ...................................................................................... 5-78 Crealing Ihases............................................................................................................ 5-78 Crealing Life CvcIes .................................................................................................... 5-87 AddIng Itcms.................................................................................................................... 5-95 Slep 1: Accessing lhe Nev Ilen Wizard................................................................... 5-96 Slep 2: Lnlering CeneraI Ilen Infornalion.............................................................. 5-97 Slep 3: Lnlering IorlfoIio Infornalion...................................................................... 5-98 Slep 4: Lnlering Life CvcIe Infornalion ................................................................. 5-1OO Slep 5: Defining Securilv Iernissions .................................................................... 5-1O1 Slep 6: Accessing lhe Ilens Navigalion Tree........................................................ 5-1O2 CrcatIng Pnrtfn!Ins........................................................................................................ 5-104 Slep 1: Accessing lhe Nev IorlfoIio Wizard ......................................................... 5-1O5 Slep 2: Lnlering CeneraI IorlfoIio Infornalion..................................................... 5-1O6 Slep 3: Lnlering Ilens and IorlfoIio Infornalion ................................................. 5-11O Slep 4: Vieving In IorlfoIios Infornalion.............................................................. 5-112 Slep 5: Lnlering IorlfoIio Life CvcIe Infornalion................................................. 5-114 Slep 6: Defining Securilv Iernissions .................................................................... 5-115 Slep 7: Accessing lhe IorlfoIio Navigalion Tree ................................................... 5-116 Non-CaIcuIaling IorlfoIios....................................................................................... 5-118 CrcatIng Qucrv-Bascd Pnrtfn!Ins ............................................................................... 5-120 Slep 1: Accessing lhe Nev IorlfoIio Wizard ......................................................... 5-121 Slep 2: Lnlering CeneraI IorlfoIio Infornalion..................................................... 5-122 Slep 3: Lnlering Ilens and IorlfoIio Infornalion ................................................. 5-125 Slep 4: Vieving In IorlfoIios Infornalion.............................................................. 5-132 Slep 5: Lnlering IorlfoIio Life CvcIe Infornalion................................................. 5-134 Slep 6: Defining Securilv Iernissions .................................................................... 5-135 DcfInIng Prn5Ight Prnccsscs....................................................................................... 5-137 7DEOHRI&RQWHQWV Lasl prinled: 6/25/2OO8 9:42:OO IM Lasl saved: 6/25/2OO8 9:42:OO IM

ix CrcatIng A!crts ............................................................................................................... 5-138 DcfInIng 5ccurItv nf Mndu!cs .................................................................................... 5-139 Working with Categories....................................................6-1 Va!ucs and IndIcatnrs ....................................................................................................... 6-1 WnrkIng wIth thc Catcgnrv WIzard............................................................................... 6-3 Crealing a Nev Calegorv ............................................................................................. 6-3 Slep 1: Accessing lhe Nev Calegorv Wizard............................................................. 6-4 Slep 2: Lnlering CeneraI Calegorv Infornalion ........................................................ 6-5 Slep 3: Defining Calegorv Iroperlies.......................................................................... 6-6 Slep 4: Selling Up a ScheduIe....................................................................................... 6-9 Slep 5: Lnlering Dala Source Infornalion................................................................ 6-11 Slep 6: Lnlering Dashloard Infornalion.................................................................. 6-17 Slep 7: Vieving In IoIders Infornalion.................................................................... 6-19 Slep 8: Defining Securilv Iernissions....................................................................... 6-21 Slep 9: Lnlering KnovIedge Infornalion................................................................. 6-22 Ldiling a Calegorv....................................................................................................... 6-23 Catcgnrv Va!IdatInn........................................................................................................ 6-26 Copv VaIidalion........................................................................................................... 6-26 VaIue Tvpes .................................................................................................................. 6-27 Catcgnrv RcrcscntatInn................................................................................................ 6-38 DcfInIng FunctInns ......................................................................................................... 6-39 Dala Source DiaIog ...................................................................................................... 6-4O HorizonlaI Iunclion..................................................................................................... 6-44 Indicalor Iunclion........................................................................................................ 6-5O VerlicaI Iunclion.......................................................................................................... 6-56 Over-Tine Iunclion..................................................................................................... 6-58 Advanced Iunclion...................................................................................................... 6-62 VerlicaI Iunclion (Advanced) .................................................................................... 6-86 Iunclion Iernissions .................................................................................................. 6-88 Tesling a Iunclion........................................................................................................ 6-95 3ULPDYHUD3UR6LJKW8VHUV*XLGH Lasl prinled: 6/25/2OO8 9:42:OO IM Lasl saved: 6/25/2OO8 9:42:OO IM x Data Tvc RcrcscntatInn In FunctInns...................................................................... 6-97 DcfInIng Imnrtcd Data ................................................................................................ 6-99 Lnlering Dala Source Infornalion........................................................................... 6-1OO Selling Up Dalalase TalIes...................................................................................... 6-1O1 Working with the ProSight Investor Map.......................... 7-1 A!Ignmcnt........................................................................................................................... 7-2 Gna!s.................................................................................................................................... 7-3 What-If Mndc..................................................................................................................... 7-3 Tnur nf Ynur Invcstnr Ma.............................................................................................. 7-4 CrcatIng an Invcstnr Ma................................................................................................ 7-8 Slep 1: Accessing lhe Map Wizard.............................................................................. 7-9 Slep 2: Lnlering CeneraI Map Infornalion.............................................................. 7-1O Slep 3: Lnlering Map Axes Infornalion................................................................... 7-11 Slep 4: Lnlering Axes LaleIs Infornalion................................................................ 7-13 Slep 5: Lnlering AIlernalive Axes Infornalion ....................................................... 7-15 Slep 6: Lnlering Dashloards Infornalion................................................................ 7-17 Slep 7: Vieving In IoIders Infornalion.................................................................... 7-19 Slep 8: Defining Securilv Iernissions ...................................................................... 7-21 Slep 9: Lnlering KnovIedge Infornalion................................................................. 7-22 DIs!avIng an Invcstnr Ma.......................................................................................... 7-24 CustnmIzIng thc Invcstnr Ma..................................................................................... 7-26 Using lhe TooIlar ullons.......................................................................................... 7-26 DispIaving Sun and aIance ..................................................................................... 7-27 Selling Sunnarv CaIcuIalions................................................................................... 7-28 Shov/Hide Info ar and IiIlers ................................................................................ 7-3O 5cttIng Gna!s.................................................................................................................... 7-32 Selling IorlfoIio CoaIs ................................................................................................ 7-32 Selling Version CoaIs .................................................................................................. 7-4O Ga IndIcatInns ............................................................................................................... 7-42 7DEOHRI&RQWHQWV Lasl prinled: 6/25/2OO8 9:42:OO IM Lasl saved: 6/25/2OO8 9:42:OO IM

xi Selling IorlfoIio Cap Indicalions............................................................................... 7-45 Selling Version Cap Indicalions ................................................................................ 7-47 WnrkIng wIth Itcms ........................................................................................................ 7-48 Working vilh lhe Inveslor Map ................................................................................ 7-49 Underslanding lhe Tenporarv Scorecard................................................................ 7-56 Whal-If Mode ............................................................................................................... 7-58 Working vilh Docunenls........................................................................................... 7-67 5c!cctIng and VIcwIng Pnrtfn!Ins................................................................................. 7-68 Accessing lhe IorlfoIios Viev Mode......................................................................... 7-68 Accessing lhe IorlfoIio Menu .................................................................................... 7-69 WnrkIng wIth VcrsInns .................................................................................................. 7-71 Accessing lhe Versions Windov................................................................................ 7-72 Crealing a Nev Version.............................................................................................. 7-74 Ldiling a Version.......................................................................................................... 7-75 DupIicaling a Version.................................................................................................. 7-76 Renoving a Version .................................................................................................... 7-77 WnrkIng wIth 5nashnts................................................................................................ 7-77 Taking Snapshols ......................................................................................................... 7-78 Vieving Snapshols ...................................................................................................... 7-79 Changing lhe Snapshol Sharing Slalus..................................................................... 7-82 ExnrtIng Invcstnr Ma InfnrmatInn........................................................................... 7-83 Lxporling Inveslor Maps ............................................................................................ 7-84 Lxporling Map Dala .................................................................................................... 7-86 Working with the ProSight Scorecard...............................8-1 Tnur nf Ynur 5cnrccard..................................................................................................... 8-3 CrcatIng a 5cnrccard.......................................................................................................... 8-6 Slep 1: Accessing lhe Scorecard Wizard ..................................................................... 8-7 Slep 2: Lnlering CeneraI Scorecard Infornalion ....................................................... 8-7 Slep 3: Defining CoIunn Infornalion......................................................................... 8-8 Slep 4: Vieving In IoIders Infornalion.................................................................... 8-12 3ULPDYHUD3UR6LJKW8VHUV*XLGH Lasl prinled: 6/25/2OO8 9:42:OO IM Lasl saved: 6/25/2OO8 9:42:OO IM xii Slep 5: Defining Securilv Iernissions ...................................................................... 8-14 Slep 6: Lnlering KnovIedge Infornalion................................................................. 8-15 Slep 7: Accessing lhe Scorecard Navigalion Tree.................................................... 8-16 DIs!avIng 5cnrccards.................................................................................................... 8-17 Accessing lhe IorlfoIio Navigalion Tree.................................................................. 8-18 CustnmIzIng thc 5cnrccard............................................................................................ 8-19 HighIighling CeIIs ....................................................................................................... 8-2O Resizing CoIunns........................................................................................................ 8-22 Hiding and Shoving CoIunns .................................................................................. 8-22 Sorling........................................................................................................................... 8-23 WnrkIng wIth 5cnrccard Cc!!s ...................................................................................... 8-25 Updaling CeIIs DireclIv .............................................................................................. 8-26 Copv & Iasle................................................................................................................ 8-3O Working vilh CeII Iroperlies .................................................................................. 18-31 Scorecard Menus........................................................................................................ 18-44 WnrkIng wIth Dncumcnts ........................................................................................... 18-52 WnrkIng wIth Catcgnrv Trcnd.................................................................................... 18-52 Accessing Calegorv Trend........................................................................................ 18-53 Tour of lhe Calegorv Trend Windov..................................................................... 18-54 Defining Iaranelers for Calegorv Trend............................................................... 18-6O Lxporling Calegorv Trend........................................................................................ 18-62 ExnrtIng 5cnrccard InfnrmatInn............................................................................... 18-63 PrIntIng 5cnrccard InfnrmatInn.................................................................................. 18-65 5cnrccard InfnrmatInn DIs!avs................................................................................. 18-66 Working with the Management Workbook ....................... 9-1 Tnur nf Ynur Wnrkbnnk................................................................................................... 9-2 WnrkIng wIth Wnrkbnnks............................................................................................... 9-6 Working vilh Scorecards ............................................................................................. 9-7 Working vilh Aclion Ilens.......................................................................................... 9-9 7DEOHRI&RQWHQWV Lasl prinled: 6/25/2OO8 9:42:OO IM Lasl saved: 6/25/2OO8 9:42:OO IM

xiii Working vilh Life CvcIes ........................................................................................... 9-15 Working vilh DeIiveralIes......................................................................................... 9-2O Working vilh Dependencies...................................................................................... 9-27 Working vilh Links..................................................................................................... 9-35 Working vilh Conlacls ............................................................................................... 9-44 Working with Tabs ............................................................10-1 CrcatIng a Ncw Tab......................................................................................................... 10-1 Slep 1: Accessing lhe Tal Wizard.............................................................................. 1O-2 Slep 2: Lnlering CeneraI Tal Infornalion................................................................ 1O-3 Slep 3: Inserling Tal Conponenls............................................................................. 1O-4 Slep 4: Vieving In IoIders Infornalion.................................................................. 1O-39 Slep 5: Defining Securilv Iernissions..................................................................... 1O-41 EdItIng an ExIstIng Tab................................................................................................ 10-42 Slep 1: Accessing lhe Tal Wizard............................................................................ 1O-42 Slep 2: Lnlering CeneraI Tal Infornalion.............................................................. 1O-44 Slep 3: Lnlering Tal Conponenls ........................................................................... 1O-44 Slep 4: Vieving In IoIders Infornalion.................................................................. 1O-44 Slep 5: Ldiling Securilv Iernissions ....................................................................... 1O-44 Working with ProSight Forms.......................................... 11-1 Part I: WnrkIng wIth Fnrms ........................................................................................... 11-3 Tour of Iorns ............................................................................................................... 11-3 DispIaving a Iorn ....................................................................................................... 11-8 Lnlering Dala in a Iorn.............................................................................................. 11-9 Lxporling and Irinling a Iorn................................................................................ 11-45 Part II: DcsIgnIng Fnrms .............................................................................................. 11-50 Crealing a Iorn.......................................................................................................... 11-5O DupIicaling a Iorn.................................................................................................... 11-6O Designing a Tal.......................................................................................................... 11-61 Assigning DefauIl VaIues ......................................................................................... 11-61 3ULPDYHUD3UR6LJKW8VHUV*XLGH Lasl prinled: 6/25/2OO8 9:42:OO IM Lasl saved: 6/25/2OO8 9:42:OO IM xiv Ldiling Iorns and Tals............................................................................................ 11-62 Working with the ProSight Dashboard ........................... 12-1 Tnur nf Dashbnards ........................................................................................................ 12-2 TilIe Area ...................................................................................................................... 12-3 Menu ar....................................................................................................................... 12-4 TooIlar .......................................................................................................................... 12-4 Tals................................................................................................................................ 12-6 Croup oxes ................................................................................................................. 12-7 Craphs........................................................................................................................... 12-8 WnrkIng wIth thc Dashbnard WIzard....................................................................... 12-11 Crealing a Nev Dashloard...................................................................................... 12-11 EdItIng a Dashbnard..................................................................................................... 12-20 5avIng an AutnmatIc Dashbnard................................................................................ 12-21 ExnrtIng and PrIntIng a Dashbnard......................................................................... 12-22 Lxporling a Dashloard............................................................................................. 12-23 Irinling a Dashloard................................................................................................ 12-25 ConlroIIing Lavoul in Lxporl and Irinl ................................................................. 12-27 Alerts and Notifications ................................................... 13-1 CrcatIng a Ncw A!crt ...................................................................................................... 13-3 Slep 1: Accessing lhe AIerl Wizard........................................................................... 13-4 Slep 2: Lnlering CeneraI AIerl Infornalion ............................................................. 13-5 Slep 3: Defining Lvenl Infornalion........................................................................... 13-6 Slep 4: Defining lhe AIerl Message Infornalion................................................... 13-29 Slep 5: Defining lhe AIerl Recipienls _ ................................................................... 13-33 Slep 6: Vieving In IoIders Infornalion.................................................................. 13-36 Slep 7: Defining Securilv Iernissions .................................................................... 13-37 EdItIng an A!crt ............................................................................................................. 13-38 5ccIfIc A!crts................................................................................................................ 13-39 7DEOHRI&RQWHQWV Lasl prinled: 6/25/2OO8 9:42:OO IM Lasl saved: 6/25/2OO8 9:42:OO IM

xv A!crts LIst ........................................................................................................................ 13-45 Vieving AIerls............................................................................................................ 13-45 Working vilh lhe AIerls Lisl.................................................................................... 13-49 5ccurItv Mndu!cs........................................................................................................... 13-51 Kcvwnrds AcndIx Tab!c.......................................................................................... 13-53 Working with the To-Do Module ......................................14-1 Tnur nf Ynur Tn-Dn Mndu!c ......................................................................................... 14-2 WnrkIng wIth thc Tn-Dn Mndu!c................................................................................. 14-5 Working vilh Mv Updales......................................................................................... 14-6 Working vilh Mv Requesls...................................................................................... 14-1O Working vilh Aclion Ilens ...................................................................................... 14-13 Working vilh DeIiveralIes....................................................................................... 14-18 Sorling To-Do Infornalion....................................................................................... 14-24 Working with My ProSight................................................15-1 BcncfIts.............................................................................................................................. 15-1 5ccnarIns ........................................................................................................................... 15-3 OcnIng Mv Prn5Ight..................................................................................................... 15-3 WnrkIng wIth Mv Prn5Ight ........................................................................................... 15-5 Shoving/Hiding Irocess Descriplions .................................................................... 15-7 Working vilh Irocess IoIders ................................................................................... 15-8 Adding Links................................................................................................................ 15-9 Adding a Irinavera IroSighl Link......................................................................... 15-1O Adding a Irinavera IroSighl Docunenl Link...................................................... 15-13 Adding a Wel Link ................................................................................................... 15-14 Adding a Texl Oljecl................................................................................................. 15-15 Arranging Links in a IoIder ..................................................................................... 15-17 Organizing Your IoIders .......................................................................................... 15-18 Cn!!abnratIng.................................................................................................................. 15-20 3ULPDYHUD3UR6LJKW8VHUV*XLGH Lasl prinled: 6/25/2OO8 9:42:OO IM Lasl saved: 6/25/2OO8 9:42:OO IM xvi Sending Links............................................................................................................. 15-2O Sending IoIders ......................................................................................................... 15-22 5ccurItv 5cttIngs............................................................................................................ 15-24 Working with Dependencies............................................ 16-1 CustnmIzIng thc DccndcncIcs LIst- AdmIn............................................................. 16-2 CeneraI Oplions........................................................................................................... 16-4 Worklook Dependencies Lisl .................................................................................... 16-5 CustnmIzIng thc DccndcncIcs LIst~Tab Cnmnncnt .......................................... 16-8 Working with Dynamic Lists............................................ 17-1 CustnmIzIng thc DvnamIc LIst~Tab Cnmnncnt.................................................... 17-2 CustnmIzIng thc Transfcr Tnn! WIdgct ...................................................................... 17-6 Using the Copy & Paste Function................................... 18-1 Cnv & Pastc PrIncI!cs................................................................................................. 18-1 Cnv & Pastc In 5cnrccard............................................................................................. 18-2 SeIeclion ........................................................................................................................ 18-2 Copv .............................................................................................................................. 18-5 Iasle............................................................................................................................... 18-5 Cnv & Pastc In Fnrms ................................................................................................. 18-11 SeIeclion ...................................................................................................................... 18-11 Copv ............................................................................................................................ 18-13 Iasle............................................................................................................................. 18-14 Bcst PractIccs.................................................................................................................. 18-20 5ccIa! Charactcrs AcndIx...................................................................................... 18-21 SpeciaI Unil Characlers............................................................................................. 18-21 Collaborating with Others................................................ 19-1 5cndIng Pagcs bv E-maI! ............................................................................................... 19-1 7DEOHRI&RQWHQWV Lasl prinled: 6/25/2OO8 9:42:OO IM Lasl saved: 6/25/2OO8 9:42:OO IM

xvii Adding a User .............................................................................................................. 19-3 ObtaInIng a Pagc Addrcss.............................................................................................. 19-5 CrcatIng a Ncw A!crt ...................................................................................................... 19-6 AcccssIng thc A!crts LIst ................................................................................................ 19-6 AddIng a LInk tn Mv Prn5Ight...................................................................................... 19-6 5cndIng a LInk tn a!! Uscrs In a 5cnrccard Cnntcxt .................................................. 19-7 Working with Documents.................................................20-1 AcccssIng thc Dncumcnts WIndnw.............................................................................. 20-2 UpIoading Docunenls ................................................................................................ 2O-4 Opening a Docunenl .................................................................................................. 2O-7 Ldiling a Docunenl..................................................................................................... 2O-8 Copving a Link............................................................................................................. 2O-9 RepIacing a Docunenl ................................................................................................ 2O-9 Renoving a Docunenl.............................................................................................. 2O-1O Ldiling Docunenl Iroperlies................................................................................... 2O-1O Primavera ProSight Administration.................................21-1 Thc AdmIn 5crccn........................................................................................................... 21-2 Slalus ............................................................................................................................. 21-4 Server Iroperlies........................................................................................................ 21-13 DefauIls ....................................................................................................................... 21-15 Reporls......................................................................................................................... 21-25 Access .......................................................................................................................... 21-33 LIccnsIng......................................................................................................................... 21-43 User License Tvpes: ................................................................................................... 21-43 InslaIIing Licenses...................................................................................................... 21-44 License Tvpes and Users........................................................................................... 21-47 License reach and License Lxpiralion................................................................... 21-48 Changing lhe License Tvpe ...................................................................................... 21-5O Selup ModuIe ............................................................................................................. 21-51 3ULPDYHUD3UR6LJKW8VHUV*XLGH Lasl prinled: 6/25/2OO8 9:42:OO IM Lasl saved: 6/25/2OO8 9:42:OO IM xviii Thc PrImavcra Prn5Ight 5tart Mcnu and 5crvcr UtI!ItIcs ..................................... 21-53 Using lhe IroSighl ConsoIe...................................................................................... 21-54 ScheduIing Tasks ....................................................................................................... 21-66 Slarling Irinavera IroSighl..................................................................................... 21-7O Slopping Irinavera IroSighl................................................................................... 21-7O Slopping Irinavera IroSighl and IIS..................................................................... 21-71 Updaling IroSighl License....................................................................................... 21-71 ChangIng G!nba! CnnfIguratInns.......................................................................... 21-72 Working with Security ...................................................... 22-1 What Can Bc 5ccurcd?.................................................................................................... 22-2 Hnw Is thc 5vstcm 5ccurcd? ......................................................................................... 22-4 5ccurItv 5cttIng Ru!cs .................................................................................................... 22-5 Iernissions................................................................................................................... 22-6 HIcrarchIcs and InhcrItancc.......................................................................................... 22-9 Defining a Securilv IoIicv for lhe IroSighl Svslen.............................................. 22-1O Defining a Securilv IoIicv on a Rool IoIder .......................................................... 22-11 Inheriling fron lhe Hone IoIder/IorlfoIio .......................................................... 22-13 Securilv Sellings on Oljecls ..................................................................................... 22-13 Slopping Inherilance ................................................................................................. 22-15 Reselling Iernissions ............................................................................................... 22-16 Whn RcccIvcs PcrmIssInns? ........................................................................................ 22-18 5cttIng PcrmIssInns....................................................................................................... 22-19 Adding a Securilv Rov............................................................................................. 22-19 Ldiling a Securilv Rov.............................................................................................. 22-21 Renoving Securilv Rovs.......................................................................................... 22-25 VIcwIng Uscr PcrmIssInns .......................................................................................... 22-25 5cttIng Data 5ccurItv.................................................................................................... 22-26 Defining Dala Securilv lhrough Ilens and IorlfoIios .......................................... 22-26 Define Dala Securilv Sellings Through Calegories............................................... 22-27 ResoIving Securilv on a CeII..................................................................................... 22-28 7DEOHRI&RQWHQWV Lasl prinled: 6/25/2OO8 9:42:OO IM Lasl saved: 6/25/2OO8 9:42:OO IM

xix Overriding Securilv on a CeII................................................................................... 22-28 LnckIng Data .................................................................................................................. 22-29 Dcfau!t 5ccurItv 5cttIngs ............................................................................................. 22-29 asic Securilv Sellings............................................................................................... 22-3O DefauIl Securilv Sellings for a Nev Dalalase ....................................................... 22-32 5cttIng Mndu!c 5ccurItv .............................................................................................. 22-38 DispIaving lhe ModuIe Securilv Windov.............................................................. 22-39 Adding User Rovs..................................................................................................... 22-4O Ldiling User Rovs ..................................................................................................... 22-42 ModuIe Descriplions ................................................................................................. 22-43 Primavera ProSight Packages .........................................23-1 ManagIng 5c!cctcd and DcrIvcd Objccts.................................................................... 23-4 5unrtIng HIcrarchIcs and 5tnragc............................................................................ 23-5 IIacenenl Oplions....................................................................................................... 23-5 RepIacenenl Oplions .................................................................................................. 23-7 5unrtIng 5ccurItv and 5ccurItv Pn!IcIcs ................................................................. 23-9 CrcatIng and ExnrtIng a Packagc.............................................................................. 23-12 ImnrtIng a Packagc...................................................................................................... 23-24 Rcsn!vIng Packagc Cnnf!Icts ....................................................................................... 23-30 VIcwIng Imnrt Errnrs.................................................................................................. 23-33 Inporl Reporl ............................................................................................................. 23-35 Glossary.............................................................................24-1 Package Content ................................................................ A-1 Using the Primavera ProSight Propose Form................. B-1 Lnlering Dala in a Dala-Lnlrv IieId........................................................................... -3 Lnlering Dala in a TalIe............................................................................................... -4 3ULPDYHUD3UR6LJKW8VHUV*XLGH Lasl prinled: 6/25/2OO8 9:42:OO IM Lasl saved: 6/25/2OO8 9:42:OO IM xx Lnlering Dala in a Ihases Lisl......................................................................................-6 Lnlering Dala in a DeIiveralIes Lisl............................................................................-9 Lnlering Dala in a Dependencies Lisl.......................................................................-14 |n|rcucing Primatcra PrcSign| PkEFACE Lasl prinled: 6/25/2OO8 9:44:OO IM Lasl saved: 6/19/2OO8 3:O4:OO IM 1 Prefucet Useg Oelee Help Irinavera IroSighl provides luiIl-in docunenlalion in an accessilIe onIine HeIp svslen. This HeIp svslen provides delaiIed expIanalions aloul using lhe differenl parls of lhe producl. Io open lhe Help: i Iron lhe Hc|p nenu, cIick Hc!. The Irinavera IroSighl HeIp opens in a separale vindov. Ihe Help Wedow The HeIp vindov has lvo panes: a Navigalion pane on lhe Iefl side, and a Topics pane on lhe righl side. Chuegeg Ihe WdIh of Ihe Puees You can change lhe vidlh of lhe navigalion and Topics panes lo provide nore space for lhe infornalion in lhe panes. Io chonge lhe widlh ol lhe pones: i CIick lhe verlicaI lar lelveen lhe lvo panes and drag il unliI lhe panes are lhe desired vidlh. Primatcra PrcSign| Uscr's Guic Lasl prinled: 6/25/2OO8 9:44:OO IM Lasl saved: 6/19/2OO8 3:O4:OO IM 2 Resxeg Ihe Help Wedow You can resize lhe HeIp vindov lo provide nore roon for lexl. Io resize lhe Help window: i CIick and drag lhe Iover righl corner of lhe vindov lo lhe desired size. Ihe NuvguIoe Puee The Navigalion pane has lhree lals: i Conlenls i Search i Index CIick lhe desired lal lo heIp Iocale lhe lopics in vhich vou are inleresled. CoeIeeI Iub The Hc|p vindov opens vilh lhe Ccn|cn|s lal seIecled in lhe Navigalion pane. Use lhe Ccn|cn|s lal lo viev lhe Hc|p lopics lv suljecl naller. This infornalion appears in lhe forn of a lalIe of conlenls. You can cIick lhe icon lo lhe Iefl of an ilen lo coIIapse or expand a lopic. CIick a lopic nane and il viII appear in lhe Topics pane on lhe righl. |n|rcucing Primatcra PrcSign| PkEFACE Lasl prinled: 6/25/2OO8 9:44:OO IM Lasl saved: 6/19/2OO8 3:O4:OO IM

3 Seurch Iub Use lhe Scarcn lal lo find a specific vord in lhe onIine HeIp. Io seorch lor o word: 1 Tvpe lhe vord in lhe lexl lox. 2 CIick Gn! The resuIls Iisl shovs lhe lopics in vhich lhe search vords appear, Iisled lv reIevance. 3 CIick a resuIl in lhe resuIls Iisl. The corresponding lopic appears in lhe Topics pane vilh lhe search vord highIighled. Nntc: The highIighled search vord nav appear anvvhere in lhe lopic page, nol necessariIv al lhe lop of lhe page. edex Iub Use lhe Index lal lo find HeIp lopics in an aIphalelicaI Iisl of Iinked lopics and sul lopics. Io seorch lor o lopic: 1 CIick lhe reIevanl Ieller Iink in lhe Iisl of Iellers al lhe lop of lhe Index pan. Ior exanpIe, if vou are Iooking for lhe lern 'Reporls, cIick lhe 'R Iink in lhe aIphalel Iinks and lhe Index pane viII innedialeIv dispIav aII lhe lopics leginning vilh lhe Ieller 'R, incIuding 'Reporls. The Index pane updales ilseIf lo dispIav lhe lopics leginning vilh lhe Ieller vou lvped in. 2 SeIecl lhe desired lopic in lhe Index pane. 3 CIick DIs!av. The corresponding lopic appears in lhe Topics pane. Nntc: If lhe seIecled lopic appears in nuIlipIe docunenls, a diaIog lox pops up requesling vou lo seIecl vhich docunenl lo dispIav. Primatcra PrcSign| Uscr's Guic Lasl prinled: 6/25/2OO8 9:44:OO IM Lasl saved: 6/19/2OO8 3:O4:OO IM 4 Help Iopcs Puee The HeIp Topics pane dispIavs lhe lopic vou seIecled in lhe Navigalion pane. The dispIav is siniIar lo a vel page, incIuding Iinks lo olher areas in lhe HeIp. Help Iopcs Ioolbur The HeIp Topics looIlar appearing alove lhe pane provides lhe foIIoving oplions: Buttnn Buttnn Namc ActInn Shov in Conlenls The Navigalion pane dispIavs lhe Conlenls Iisl, vilh lhe currenl lopic highIighled. Irevious The previous lopic dispIavs in lhe Topics pane (according lo lhe order of lopics in lhe Conlenls Iisl). Nexl The nexl lopic dispIavs in lhe Topics pane (according lo lhe order of lopics in lhe Conlenls Iisl). MaiI LnalIes sending an enaiI vilh a Iink lo lhe currenlIv dispIaved HeIp lopic page. Irinl LnalIes prinling lhe currenl HeIp lopic. ooknark LnalIes adding a Iink lo lhe currenl HeIp lopic, in vour |atcri|cs Iisl. |n|rcucing Primatcra PrcSign| PkEFACE Lasl prinled: 6/25/2OO8 9:44:OO IM Lasl saved: 6/19/2OO8 3:O4:OO IM

5 Keybourd Commueds The onIine heIp can le accessed via kevloard connands inslead of using a nouse. The HeIp vindov opens vilh lhe Conlenls lal seIecled in lhe Navigalion pane. Io novigole in lhe Conlenls Lisl: 1 Use lhe U and Dnwn arrov kevs lo scroII lhrough lhe Iisl unliI vou reach lhe desired lopic. Nntc: Use lhe Righl arrov lo open a coIIapsed lopic lranch (narked vilh a '+). Use lhe Lefl arrov lo coIIapse an opened lranch (narked vilh a '-'). 2 CIick Entcr. The seIecled lopic dispIavs in lhe Tcpics pane. Io novigole belween lhe Novigolion ond Iopics pones i CIick Ctr! + Tab four lines lo nove fron lhe Natiga|icn pane lo lhe Tcpics pane. i CIick 5hIft + Ctr! + Tab four lines lo nove fron lhe Tcpics pane lo lhe Natiga|icn pane. The frane of lhe pane currenlIv in focus is enphasized vilh a dolled oulIine. Nntc: Use Ctr! + Tab lo navigale lelveen seclions of lhe enlire HeIp page. When lhe desired seclion is highIighled, cIick Tab once lo slarl navigaling vilhin il. Primatcra PrcSign| Uscr's Guic Lasl prinled: 6/25/2OO8 9:44:OO IM Lasl saved: 6/19/2OO8 3:O4:OO IM 6 Io novigole in lhe Iopics pone: i Use lhe U and Dnwn arrov kevs lo scroII lhrough lhe Topics pane. i If vou vish lo access a Iink, cIick Tab repealedIv unliI vou reach lhe desired Iink, and cIick Entcr. Io use lhe loolbor obove lhe Iopics pone: 1 WhiIe lhe focus is in lhe Hc|p Tcpics pane, cIick 5hIft + Ctr! + Tab lo shifl lhe focus fron lhe Topics pane lo lhe looIlar. The frane of lhe looIlar is enphasized vilh a dolled oulIine. 2 CIick Tab lo navigale lelveen lhe righl-hand lullons. CIick 5hIft + Tab lo navigale lelveen lhe Iefl-hand lullons. 3 CIick Entcr lo enalIe lhe lullon. Io novigole belween lhe lobs ol lhe Novigolion pone: 1 WhiIe lhe focus is in lhe navigalion pane, cIick 5hIft + Ctr! + Tab lvice. The focus shifls lo lhe lals lar (lhe Tal area is enphasized vilh a dolled oulIine). 2 CIick Tab lo nove lelveen lhe lal lullons - Conlenls, Index and Search. Io novigole wilhin lhe lndex lob: If vou navigaled lo lhe Indcx lal, vour focus is in lhe 'AIphalel Iinks area alove lhe Index Iisl. 1 CIick Tab lo navigale lo lhe Iink of lhe Ieller vou vish lo access. 2 CIick Entcr. |n|rcucing Primatcra PrcSign| PkEFACE Lasl prinled: 6/25/2OO8 9:44:OO IM Lasl saved: 6/19/2OO8 3:O4:OO IM

7 The corresponding lopic appears in lhe Index Iisl area. 3 CIick Ctr! + Tab lo nove inlo lhe Index Iisl area. 4 Use lhe U and Dnwn arrov kevs lo scroII lhrough lhe Iisl unliI vou reach lhe desired lopic. 5 CIick Lnler. The seIecled lopic dispIavs in lhe Tcpics pane. Io novigole wilhin lhe 5eorch lob: 1 When lhe Scarcn lal is dispIaved, cIick Tab severaI lines unliI lhe lvping cursor is seen lIinking in lhe Search fieId. 2 Tvpe lhe search vord and cIick Entcr. 3 The Search Iisl dispIavs lhe search resuIls. 4 CIick Tab severaI lines unliI lhe firsl ilen in lhe Iisl is highIighled. 5 CIick Tab unliI lhe desired search resuIl is highIighled. CIick Entcr. The seIecled lopic dispIavs in lhe Topics pane. Screee Reuders SupporI Nntc: The kevloard connands descriled in lhe foIIoving seclion are lased on lhe ]aus tcrsicn 5.0 Screen Reader, lul vou can appIv lhe nelhods descriled here lo nosl screen readers, keeping in nind lhal kevloard connands nav differ. The onIine HeIp vindov is fuIIv accessilIe lo users using screen readers. Il is suggesled lo firsl read lhe previous seclions of lhis chapler lo gain a lhorough underslanding of lhe differenl parls and funclions of lhe onIine heIp. The foIIoving seclions descrile lhe slruclure of lhe onIine HeIp vindov, and expIain hov lo navigale lo a desired HeIp lopic and hov lo viev il. Primatcra PrcSign| Uscr's Guic Lasl prinled: 6/25/2OO8 9:44:OO IM Lasl saved: 6/19/2OO8 3:O4:OO IM 8 Ihe SIrucIure of Ihe Oelee Help Wedow The onIine HeIp vindov is conposed of lvo panes. The Iefl pane is lhe navigalion pane, for navigaling lo lhe lopic vou vish lo viev. You can use lhe lals lar alove lhe pane lo seIecl differenl lals for differenl lvpes of navigalion. The Conlenls lal, vhich is lhe firsl lo appear lv defauIl in lhe Iefl pane, is a Iisl of aII lhe lopics in lhe svslen arranged lv chaplers. You can aIso seIecl lhe Index lal lo find a lopic or lern lv aIphalelicaI order, or lhe Search lal lo search for lopics lhal incIude lhe search lern. Once vou find lhe desired lopic and seIecl il, lhe vel docunenl discussing lhe lopic appears in lhe righl HeIp Topics pane. Alove lhe righl pane lhere are lvo looIlars: lhe Iefl looIlar aIIovs vou lo navigale lo lhe previous or nexl lopic, and lhe righl looIlar provides oplions such as prinl and enaiI. Accesseg u BuIIoe e Ihe Oelee Help Wedow You can access anv lal or looIlar lullon in lhe onIine HeIp vindov. Io occess o lob or loolbor bullon: 1 Open lhe direcl Iinks Iisl, such as ]aus Links Iisl (Ins + F7). 2 SeIecl lhe Iink of vour choice (Conlenls, Index, Search, or a looIlar lullon such as MaiI or Irinl). Accesseg ue Areu e Ihe Oelee Help Wedow You can access anv area in lhe onIine HeIp Windov. |n|rcucing Primatcra PrcSign| PkEFACE Lasl prinled: 6/25/2OO8 9:44:OO IM Lasl saved: 6/19/2OO8 3:O4:OO IM

9 Io occess lhe dillerenl oreos ol lhe online Help window: i Use vour screen readers connand for noving lelveen franes ('M in ]aus). This provides direcl access lo lhe Navigalion pane, lhe lals area, lhe HeIp Topics pane and ils looIlars. i You can aIso use ]aus Iranes Iisl (accessed using Ins + F9) lo junp direclIv lo a frane vou specifv lv nane. The foIIoving seclions Iisl lhe nanes of lhe various franes conposing each of lhe panes. Ihe Oelee Help Wedow Frumes The foIIoving seclions Iisl lhe franes conposing lhe Iefl Navigalion pane and lhe righl HeIp Topics pane. Ihe NuvguIoe (LefI] Puee Frumes The Iefl Navigalion pane conlains lhe foIIoving franes: 1 Tabs.htm - The lop frane. This frane conlains lhe lal lullons used lo seIecl vhich lal dispIavs in lhe Iefl pane - Conlenls, Index or Search.! 2 Panc!nav.htm - Second frane fron lhe lop. This frane has differenl roIes depending on lhe seIecled lal. When lhe Conlenls lal is seIecled, lhis frane is nol dispIaved. When lhe Index lal is seIecled, lhis frane dispIavs lhe Iellers of lhe aIphalel in lhe forn of Iinks lo differenl pages in lhe Index. When lhe Search lal is seIecled, lhis frane dispIavs lhe search fieId and lhe Gn lullon. 3 Panc!vIc.htm - The lollon frane of lhe Iefl pane. When lhe Conlenls lal is seIecled, lhis frane dispIavs lhe Conlenls Lisl. Primatcra PrcSign| Uscr's Guic Lasl prinled: 6/25/2OO8 9:44:OO IM Lasl saved: 6/19/2OO8 3:O4:OO IM 1O When lhe Index lal is seIecled, lhis frane dispIavs lhe lopics vhose nanes slarl vilh lhe seIecled Ieller. When lhe Search lal is seIecled, lhis frane dispIavs lhe search resuIls. Ihe Help Iopcs (RghI] Puee Frumes The righl HeIp Topics pane conlains lhe foIIoving franes: 1 ConlroI.hln - DispIavs lhe Iefl looIlar conlaining lhe lullons: Shov in Conlenls, Irevious and Nexl. 2 TilIe.hln - An enplv frane. 3 ConlroI.hln - DispIavs lhe righl looIlar conlaining lhe lullons: ReIaled Topics, L-naiI, Irinl and ooknark. 4 - This frane, vhich is naned afler lhe lopic dispIaved in il, conlains lhe vel page vilh lhe heIp lopic. NuvguIeg Io u Help Iopc You can navigale lo a heIp lopic using lhe Conlenls Lisl, lhe Index, or lhe Search. Once vou seIecl a HeIp lopic, refer lo Vicuing a Sc|cc|c Hc|p Tcpic for inslruclions on hov lo viev il. Io novigole lo o Help lopic using lhe Conlenls lisl: 1 Open Iavs Links Iisl (Ins + I7) and seIecl lhe Conlenls Iink. 2 Use 'M severaI lines lo reach lhe IaneIvie.hln frane or use Iavs Iranes Iisl (Ins + I9) lo seIecl il direclIv fron lhe Iisl. 3 Inside lhe IaneIvie.hln frane, use lhe dovn arrov lo nove dovn lhe Iisl unliI vou reach lhe desired lopic. The lopic nanes are Iinks lhal aIIovs vou lo open lhe appropriale lopic in lhe righl pane. |n|rcucing Primatcra PrcSign| PkEFACE Lasl prinled: 6/25/2OO8 9:44:OO IM Lasl saved: 6/19/2OO8 3:O4:OO IM

11 4 CIick Lnler lo dispIav lhe lopic in lhe righl pane. Lach lopic nane is preceded lv an icon as foIIovs: Imagcs/fc - Irecedes a chapler nane lhal is currenlIv cIosed. SeIecling lhe icon opens lhe cIosed lranch and dispIavs lhe docunenls and sul-chaplers incIuded in lhe chapler. Imagcs/fn - Irecedes a chapler nane lhal is aIreadv open. SeIecling lhe icon cIoses lhe opened chapler, lhus hiding ils conlenls. Imagcs/dnc - A docunenl icon, preceding a Iink lo a lopic. Io novigole lo o Help lopic using lhe lndex lob: 1 Open ]aus Links Iisl (Ins + F7) and seIecl lhe Index Iink. 2 Use 'M or 'Shifl + M lo reach lhe IaneInav.hln frane, or use ]aus Iranes Iisl (Ins + F9) lo seIecl lhe IaneInav.hln frane direclIv fron lhe Iisl. 3 In lhe IaneInav.hln frane use lhe dovn arrov lo gel lo lhe aIphalel Iink corresponding lo lhe lern or lopic vou are Iooking for. Ior exanpIe, if vou are Iooking for lhe lern 'L-naiI, cIick lhe dovn arrov repealedIv in lhe IaneInav.hln frane unliI vou hear lhe 'L' Iink. 4 CIick Entcr lo seIecl lhe Ieller. 5 The appropriale parl of lhe Index Iisl appears in lhe IaneIvie.hln frane Use 'M lo navigale lo IaneIvie.hln (lhe nexl frane). 7 In lhe IaneIvie.hln frane, use lhe dovn arrov lo nove dovn lhe Iisl unliI vou find lhe lern for vhich vou are searching. CIick Entcr lo dispIav lhe lopic in lhe righl pane. Primatcra PrcSign| Uscr's Guic Lasl prinled: 6/25/2OO8 9:44:OO IM Lasl saved: 6/19/2OO8 3:O4:OO IM 12 Io novigole lo o Help lopic using lhe 5eorch lob: 1 Open Iavs Links Iisl (Ins + I7) and seIecl lhe Search Iink. 2 Use 'M or 'Shifl + M lo reach lhe IaneInav.hln frane, or use Iavs Iranes Iisl (Ins + I9) lo seIecl lhe IaneInav.hln frane direclIv fron lhe Iisl. 3 In lhe IaneInav.hln frane, use lhe dovn arrov lo gel lo lhe search fieId (vou can aIso use 'I lo go direclIv lo lhe fieId). 4 Lnler 'Iorns node in Iavs and lvpe in lhe search lern. 5 CIick Lnler lo iniliale lhe search. When lhe search is conpIeled, use 'M lo navigale lo lhe IaneIvie.hln frane leIov, vhich dispIavs lhe search resuIls in lhe forn of a Iisl of Iinks. 7 In lhe IaneIvie.hln frane, use lhe dovn arrov lo nove dovn lhe Iisl unliI vou find lhe desired search resuIl. CIick Lnler lo dispIav lhe lopic in lhe righl pane. Veweg u SelecIed Help Iopc Once vou seIecled a specific HeIp lopic, il appears in lhe righl pane. There are severaI aIlernalive nelhods of navigaling lo lhe HeIp lopic. i The lesl vav lo direclIv access lhe dispIaved lopic is lo access il lv ils Headings. AII lhe lilIes and sul-lilIes of everv HeIp lopic are lagged vilh Heading lags. Thus vou can use ]aus Headings Iisl (Ins + F6), lo access lhe lop of lhe lopic page or sul-seclions vilhin il. AIlernaliveIv, use 'H lo lrovse lelveen lhe differenl headings in lhe HeIp lopic. i You can aIso use ]aus Iranes Iisl (Ins + F9) or 'M lo nove lo lhe frane lhal has lhe lopic nane as ils lilIe. |n|rcucing Primatcra PrcSign| CHAPIEk 1 Lasl prinled: 6/25/2OO8 9:45:OO IM Lasl saved: 6/19/2OO8 1:15:OO IM 1-1 eIroduceg Prmuveru ProSghI" 7.5 PorIfolo MueugemeeI SofIwure for Iecheology Leuders The nanagenenl of lechnoIogv has laken on phenonenaI inporlance due lo enlerprise reIiance on infornalion lechnoIogv as a slralegic lusiness assel. In facl, nanv of lhe recenl lechnoIogv inveslnenls have leen underlaken vilh lhe oljeclive of lenefiling organizalions across lhe enlerprise - saIes, narkeling and finance. ul are lhese inveslnenls lhe nosl crilicaI lo lusiness success` Do lhe sponsoring organizalions have a cIear underslanding of lhe lenefils lhev have received fron lhe lechnoIogv` Do lhe organizalions, such as IT, lhal oflen suppIv lhe lechnoIogv, have a definilive vav lo connunicale lhe inpacl, progress and lenefil of lhese lechnoIogv inveslnenls` The ansver lo lhese queslions has leen a resounding no. Primatcra PrcSign| Uscr's Guic Lasl prinled: 6/25/2OO8 9:45:OO IM Lasl saved: 6/19/2OO8 1:15:OO IM 1-2 IorlfoIio nanagenenl has provided a vav for organizalions lhal nanage lechnoIogv lo ensure lhal lheir inveslnenls naxinize lhe vaIue relurned lo lhe lusiness vhiIe aIIoving lhen lo vork vilhin lhe lounds of lheir resource capacilv. Using porlfoIio nanagenenl, organizalions discuss lheir lusiness oljeclives and rank lhe priorilv of lheir inveslnenls prior lo seIecling lhen. Teans conlinue lo coIIalorale lhroughoul deveIopnenl, execulion, and conpIelion, using a connon Ianguage regarding lhe inpacls of lechnoIogv inveslnenls. This coIIaloralion increases lhe polenliaI for consensus as inveslnenl perfornance is conlinuousIv connunicaled and revieved. During lhis discussion, adjuslnenls can le nade lo lhe porlfoIio lo ensure laIance and lhe oplinaI nix of inveslnenls. WhiIe porlfoIio nanagenenl is oflen used lo nanage lechnoIogv inveslnenls, IroSighls cusloners have aIso found lhe process provides a consislenl neans of nanaging anv inilialive lhal is crilicaI lo lhe enlerprise, incIuding cIienls, services, hunan resources, service IeveI agreenenls, producl deveIopnenl, and nanv olher inilialives vhere oljeclive dala is governed lv suljeclive inpul. Irinavera IroSighl equips organizalions nanaging lhe lechnoIogv or resources vilh a poverfuI, vel easv-lo-use vel-lased svslen lhal fuIIv aulonales lhe porlfoIio nanagenenl process providing a coIIeclion of anaIvlics and lesl praclices knovIedge never lefore assenlIed for lhe nanagenenl of lechnoIogv inveslnenls. |n|rcucing Primatcra PrcSign| CHAPIEk 1 Lasl prinled: 6/25/2OO8 9:45:OO IM Lasl saved: 6/19/2OO8 1:15:OO IM

1-3 The appIicalion is organized lv SoIulion ModuIes lhal give nanagers proaclive insighl inlo kev lechnoIogv inveslnenls lhrough lhe use of: i Inveslor Maps i Scorecards i Iorns i Worklooks i Dashloards i Irocesses i Add-On ModuIe (such as Oplinize) i Irojecl Managenenl ridge These noduIes enalIe lhe effeclive nanagenenl of lechnoIogv inveslnenls lhrough "vhal if" scenarios for ludgeling and pIanning and lrade-off anaIvsis for naking lough, lul facl-lased decisions on funding or deconnissioning inveslnenls. This chapler is conprised of lhe foIIoving seclions: i PrImavcra Prn5Ight Mndu!cs, page 1-4, provides an overviev of lhe various noduIes of Irinavera IroSighl, incIuding lhe Inveslor Map, Scorecard, Worklook, Iorns, Dashloards, To-Do. i NavIgatIng In PrImavcra Prn5Ight, page 1-14, provides an inlroduclion on hov lo navigale anong lhe differenl noduIes and screens of Irinavera IroSighl. Primatcra PrcSign| Uscr's Guic Lasl prinled: 6/25/2OO8 9:45:OO IM Lasl saved: 6/19/2OO8 1:15:OO IM 1-4 i PrImavcra Prn5Ight Cnmnncnts, page 1-18, provides an overviev of lhe slrucluraI and funclionaI conponenls of Irinavera IroSighl, incIuding lechnoIogv inveslnenls, porlfoIios, and phases. i PrImavcra Prn5Ight Mcasurcmcnts, page 1-21, descriles lhe fealures of Irinavera IroSighl lhal neasure perfornance, such as Kev Ierfornance Calegories, Kev usiness Oljeclives, and so on. Irinavera IroSighl is conprised of various noduIes lhal provide differenl IeveIs of delaiIed infornalion and funclionaIilv. AII of lhe noduIes Ieverage a cenlraIized dalalase of infornalion and dispIav lechnoIogv inveslnenl and perfornance calegorv infornalion in cuslonizalIe fornals. Prmuveru ProSghI Modules Irinavera IroSighl' conprehensive coverage of porlfoIio nanagenenl funclions is refIecled in ils various noduIes. Lach noduIe provides a differenl viev of lusiness aclivilies, fron lhe highesl IeveI of nanagenenl lhal is concerned vilh a slralegic overviev, lo lhe evervdav operalionaI aspecls of individuaI inveslnenls. Irinavera IroSighl provides lhe foIIoving noduIes: |n|rcucing Primatcra PrcSign| CHAPIEk 1 Lasl prinled: 6/25/2OO8 9:45:OO IM Lasl saved: 6/19/2OO8 1:15:OO IM

1-5 i Invcstnr Ma, page 1-6, is lhe slralegic cenler of Irinavera IroSighl. Inveslor naps enalIe senior nanagenenl lo viev lusiness aclivilies in lerns of risk, inveslnenl lvpe, ludgel, and so on. Thev provide nanagers vilh a fIexilIe, visuaI looI for sIicing kev perfornance dala according lo slralegic goaIs. Thev aIso provide "Whal-If" capaliIilv lo pIan and aIign slralegic goaIs. i 5cnrccard, page 1-8, is lhe operalionaI cenler of Irinavera IroSighl, providing porlfoIio and deparlnenl nanagers vilh lhe looIs lo effecliveIv connunicale lhroughoul lhe organizalion. Il heIps eslalIish a connon Ianguage lv coordinaling and selling slandards of kev perfornance neasurenenls across lhe organizalion. Il aIso serves as an earIv varning svslen lo idenlifv pallerns lefore lhev lecone prolIens. i Wnrkbnnk, page 1-9, is lhe laclicaI cenler of Irinavera IroSighl and is specificaIIv for use in nanaging ilens. Il provides conprehensive, delaiIed infornalion aloul lhe various aspecls of an individuaI ilen and ils progress. Worklooks incIude an ilen scorecard, nanagenenl infornalion, Iife cvcIe nanagenenl, aclion ilens and a deIiveralIes Iisl. i Fnrms, page 1-11, is lhe cenler for dala-enlrv in Irinavera IroSighl. |crms can le used lo enler organizalionaI dala, as a langilIe forn. AddilionaIIv, vou can use |crms as a reporling looI lo viev, sunnarize, and calegorize dala efficienlIv. |crms aIso enalIe vou lo creale cuslon-designed forns lhal caler lo lhe specific needs of vour organizalion. |crms fealure lhe aliIilv lo enler defauIl vaIues. Primatcra PrcSign| Uscr's Guic Lasl prinled: 6/25/2OO8 9:45:OO IM Lasl saved: 6/19/2OO8 1:15:OO IM 1-6 i Dashbnards, page 1-12, is a coIIeclion of graphs lhal provide delaiIed lechnicaI and lusiness infornalion aloul lechnoIogv inveslnenls and perfornance calegories. A Dashloard enalIes nanagers lo focus in on kev perfornance indicalors and lrends crilicaI lo lheir specific areas of inleresl and responsiliIilv. Dasn|cars aIso enalIe vou lo creale cuslon-designed dashloards lhal caler lo lhe specific needs of vour organizalion. i Tn-Dn, page 1-14, serves as a hone page for users lhal idenlifies aII reporling and updaling responsiliIilies. In addilion, il aIerls users lo aclion ilens and deIiveralIes reIaled lo lheir lechnoIogv inveslnenl and porlfoIio responsiliIilies. evesIor Mup The Inveslor Map noduIe is lhe slralegic pIanner of Irinavera IroSighl. Il provides upper nanagenenl vilh a slralegic overviev of lhe conpanv's lechnoIogv inveslnenls. The Inveslor Map provides visiliIilv and anaIvsis, vhich neans lhal nanagers can viev hov lechnoIogv inveslnenls or porlfoIios are perforning in reIalion lo kev perfornance calegories. The Inveslor Map presenls lhis slralegic overviev in lhe forn of a charl, or slralegic nap. Lach Inveslor Map represenls a porlfoIio of lechnoIogv inveslnenls or a porlfoIio of porlfoIios. TechnoIogv inveslnenls appear as lullIes, vhiIe porlfoIios appear as foIder icons or lullIes. There are up lo four dinensions lhal can le used in each nap: X-axis, Y-axis, size and coIor. A fIexilIe vizard enalIes nanagers lo creale lhese naps using anv predefined kev perfornance calegories. |n|rcucing Primatcra PrcSign| CHAPIEk 1 Lasl prinled: 6/25/2OO8 9:45:OO IM Lasl saved: 6/19/2OO8 1:15:OO IM

1-7 The Inveslor Map provides nanagers vilh lhe aliIilv lo visuaIize and anaIvze eilher lhe enlire porlfoIio or ils kev aspecls. Managers can aIso creale hvpolhelicaI scenarios in order lo perforn a "vhal if" anaIvsis, lv adding nev lechnoIogv inveslnenls, cIosing exisling inveslnenls or evaIualing candidale lechnoIogv inveslnenls. Managers are lhus alIe lo pick lhe oplinaI nix of inveslnenls in porlfoIios according lo slralegic goaIs. Primatcra PrcSign| Uscr's Guic Lasl prinled: 6/25/2OO8 9:45:OO IM Lasl saved: 6/19/2OO8 1:15:OO IM 1-8 Scorecurd The Scorecard noduIe is lhe core of Irinavera IroSighl. Il incIudes a porlfoIio of lechnoIogv inveslnenls neasured againsl a sel of kev perfornance calegories. LxanpIes of calegories incIude ludgel, slaffing, quaIilv, and lusiness vaIue. Scorecards aIso conlain Iife cvcIe nanagenenl lracking, incIuding scheduIes and kev deIiveralIes. As seen fron lhe iIIuslralion on lhe foIIoving page, coIunns in a scorecard can le in anv range of alslraclion or scope - fron lhe nosl conpIex and alslracl, such as ROI, dovn lo lhe snaIIesl delaiI, such as lhe dale of lhe nexl niIeslone. The porlfoIio scorecard provides al-a-gIance visiliIilv of aII lhe lechnoIogv inveslnenls in a porlfoIio, indicaling lhe perfornance IeveI of each lechnoIogv inveslnenl lased on lhe various calegories. The Iisl of lechnoIogv inveslnenls is cross-laluIaled vilh lhe Iisl of calegories, vilh each resuIling vaIue represenled lv a coIor-coded svnloI or acluaI vaIue. Managers use lhese svnloIs and vaIues lo quickIv and easiIv assess lechnoIogv inveslnenls and idenlifv pallerns or areas requiring innediale allenlion. The indicalor coIors, vhich are green , veIIov and red , are delernined eilher lv evaIualion funclions lhal suppIv aulonalic and oljeclive assessnenls of lhe slalus of lhe ceIIs, or lv nanuaI inpul. In lhe Scorecard noduIe, a lechnoIogv inveslnenl's good heaIlh, for exanpIe, is indicaled lv across-lhe-loard posilive perfornance indicalors, vhiIe nuIlipIe negalive perfornance indicalors couId indicale lhal lhe lechnoIogv inveslnenl is facing difficuIlies requiring crilicaI allenlion. Iosilive indicalors for nuIlipIe lechnoIogv inveslnenls in each coIunn signifv salisfaclorv perfornance IeveIs in calegories, vhiIe negalive perfornance indicalors in nuIlipIe lechnoIogv inveslnenls indicale a prolIen in a calegorv. |n|rcucing Primatcra PrcSign| CHAPIEk 1 Lasl prinled: 6/25/2OO8 9:45:OO IM Lasl saved: 6/19/2OO8 1:15:OO IM

1-9 In addilion lo lhe slandard calegories, lhe scorecard aIso incIudes crilicaI infornalion aloul lhe scheduIing slalus of lhe various lechnoIogv inveslnenls, in lhe speciaI LIfc Cvc!cs coIunn. Thus, aII lhe necessarv infornalion for conlroIIing a conpIex porlfoIio is concenlraled in a singIe noduIe. Workbook The Worklook noduIe is designed specificaIIv for lhe nanagenenl of ilens. Worklooks provide a delaiIed sunnarv of aII lhe infornalion reIaling lo a seIecled ilen. Worklooks provide a driII-dovn viev inlo ilens and serve as lhe luiIding lIocks of lhe svslen. Primatcra PrcSign| Uscr's Guic Lasl prinled: 6/25/2OO8 9:45:OO IM Lasl saved: 6/19/2OO8 1:15:OO IM 1-1O A vorklook enalIes vou lo focus on lhe parlicuIars of an ilen/porlfoIio, incIuding lhe foIIoving: i Itcm/Pnrtfn!In 5cnrccard: Irovides an assessnenl of lhe ilen in various calegories. i Gcncra! InfnrmatInn: IncIudes lhe nane of lhe ilen nanager, lhe ilen's slarl and end dales, lhe nunler of conpIeled phases and lhe currenl phase. i 5tatus InfnrmatInn: Irovides a sunnarv of lhe aclivilv for lhe ilen. Slalus infornalion incIudes aII updales requesled for lhe ilen, updales for vhich vou are responsilIe, aclion ilens and deIiveralIes. i ActInn Itcms: Tasks lhal nusl le conpIeled in order for lhe ilen lo progress. i LIfc Cvc!c: Irovides infornalion aloul lhe phases of lhe ilen, incIuding pIanned-versus-acluaI phase dales and phase perfornance assessnenl. i Dc!Ivcrab!cs: Irovides infornalion aloul ilen phases, incIuding: |n|rcucing Primatcra PrcSign| CHAPIEk 1 Lasl prinled: 6/25/2OO8 9:45:OO IM Lasl saved: 6/19/2OO8 1:15:OO IM

1-11 Phasc: The nane of lhe phase in vhich lhe Iisled deIiveralIe is conlained. 5tatus: There is a checknark in lhis coIunn dispIaving vhelher or nol lhe deIiveralIe is conpIele. Dc!Ivcrab!c: The nane of lhe deIiveralIe. Owncr: The ovner of lhe deIiveralIe. Dcad!Inc: The deIiveralIe deadIine. i DccndcncIcs: Irovides a Iisl of dependencies for an ilen. You can viev lhe ilens/porlfoIios lhal depend on lhe seIecled ilen, or ilen/porlfoIios vhich lhe seIecled ilen supporls. i LInks: HvperIinks lo vel siles and Iocalions vilhin lhe Irinavera IroSighl svslen lhal are reIaled lo lhe ilen. i Cnntacts: Conlacl infornalion for peopIe connecled vilh lhe ilen. Forms The |crms noduIe provides vou vilh aII lhe necessarv looIs for enlering dala easiIv and efficienlIv. You can use forns as a reporling looI lo viev, sunnarize, and calegorize dala. AddilionaIIv vou can use forn vizards lo creale cuslon-designed forns lhal caler lo lhe specific needs of vour organizalion. Primatcra PrcSign| Uscr's Guic Lasl prinled: 6/25/2OO8 9:45:OO IM Lasl saved: 6/19/2OO8 1:15:OO IM 1-12 A forn is nade up of various lals. A lal is a singIe dispIav page conlaining dala enlrv conponenls arranged in group loxes. Croup loxes are visuaI aids used lo separale a forns fieIds inlo nanagealIe groups. Croup loxes nav conlain various lvpes of dala enlrv eIenenls. The Iorns noduIe is shovn leIov. Dushbourds Dashloards are coIIeclions of graphs lhal are conposed and cuslonized in order lo lrack and assess lhe slalus of ilens or porlfoIios. In lhe Dashloard noduIe vou can see a lroad and conprehensive viev of infornalion slored in Irinavera IroSighl. Dashloards share lhe sane Tals Iilrarv as Iorns. AIlhough lhev share lhe sane conponenls, in Dashloards lhe enphasis is on vIcwIng dala, vhiIe Iorns are aloul cntcrIng dala. |n|rcucing Primatcra PrcSign| CHAPIEk 1 Lasl prinled: 6/25/2OO8 9:45:OO IM Lasl saved: 6/19/2OO8 1:15:OO IM

1-13 Dashloard infornalion can le vieved dvnanicaIIv. v seIecling various line ranges, lhe progress of a lechnoIogv inveslnenl can le lracked for overaII perfornance, or perfornance vilhin a verv specific phase or period. Dashloard graphs can incIude nuIlipIe paranelers for conparison purposes, providing a usefuI decision-naking looI and an earIv varning svslen. This earIv varning svslen enalIes lhe user lo sel upper and Iover lounds (or Iinils) lo leller delernine vhelher lhe parlicuIar neasure is progressing in a posilive or negalive direclion. Primatcra PrcSign| Uscr's Guic Lasl prinled: 6/25/2OO8 9:45:OO IM Lasl saved: 6/19/2OO8 1:15:OO IM 1-14 Io-Do The To-Do noduIe serves as a user hone page. Il idenlifies aII vour reporling and updaling responsiliIilies. In addilion, il aIerls vou lo aclion ilens and deIiveralIes reIaled lo vour lechnoIogv inveslnenl and porlfoIio responsiliIilies. The To-Do noduIe heIps vou lrack and priorilize vour ovn lasks and lo ensure lhal olhers are carrving oul lheir responsiliIilies in conneclion vilh vour lechnoIogv inveslnenls. NuvguIeg e Prmuveru ProSghI This seclion provides an overviev of lhe Irinavera IroSighl Iavoul and expIains hov lo navigale anong differenl noduIes and screens. This seclion incIudes lhe foIIoving sul-seclions: i Thc MaIn 5crccn, page 1-15, descriles lhe Iavoul of lhe Irinavera IroSighl Main screen. i UsIng thc TIt!c Arca, page 1-15, descriles lhe lilIe area in lhe nain screen. |n|rcucing Primatcra PrcSign| CHAPIEk 1 Lasl prinled: 6/25/2OO8 9:45:OO IM Lasl saved: 6/19/2OO8 1:15:OO IM

1-15 i UsIng thc Mcnu Bar and Tnn!bar, page 1-17, descriles lhe nenu lar and looIlar. i UsIng thc Mndu!c Tabs and LInks, page 1-17, descriles hov lo dispIav noduIes. Ihe Mue Screee When vou Iog on lo Irinavera IroSighl, lhe Main screen appears dispIaving vour defauIl enlrv noduIe. Ior nore infornalion on defining a defauIl enlrv noduIe, refer lo S|cp 4. |n|cring Uscr Prcfcrcnccs in Chapler 5, Sus|cm Sc|up. The Main screen appears as foIIovs: The Main screen incIudes a TilIe Area, Menu ar, TooIlar, ModuIe Tals and Links, as descriled in lhe foIIoving seclions. You can choose lhe noduIe vou vanl lo vork vilh lv cIicking ils noduIe lal. The renainder of lhe Main screen consisls of lhe aclive noduIes vorkspace. Useg Ihe IIle Areu The lilIe area Iels vou choose vhich ilen lo open in lhe currenl noduIe. The lilIe area differs sIighlIv depending on vhich noduIe vou are using. In nosl noduIes, lhe lilIe area incIudes lvo or nore drop-dovn Iisls lhal Iel vou find and open lhe ilens and porlfoIios vilh vhich vou vanl lo vork in lhe currenl noduIe. eIov is a sanpIe lilIe area: Primatcra PrcSign| Uscr's Guic Lasl prinled: 6/25/2OO8 9:45:OO IM Lasl saved: 6/19/2OO8 1:15:OO IM 1-16 The foIIoving is an exanpIe of a drop-dovn Iisl: The upper p