Quick Reference Guide: Team Member Navigation

A quick reference guide on how to navigate RAMSupport Client Portal’s project folder within the Project Portfolio Management (PPM) as a team member (resource).

Signing into RAMSupport Client Portal

1. Open a Google Chrome or Firefox Mozilla web browser window.
2. Access the RAMSupport Client Portal
3. Click Sign In.
4. Login using your RAMID and Password credentials; click Sign In.
5. Under RAMSupport Services click on RAMTech (OIT)
6. Click on Projects/Workspaces (see Figure 1).

 

 

 

 

Figure 1 - RAMSupport Login

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Viewing Projects

After selecting the Projects/Workspaces tab (see steps above) you will be able to view your assigned projects (see Figure 2-A/2-B).

Click the Project Name (See Figure 2-A/2-B).

 

 

 

 

Figure 2-A Projects/Workspaces (Tiles view)

 

 

Figure 2-B Projects/Workspaces (Grid view)

 

Navigation Menu

The Navigation menu is located on top-left side of the project window.  Project Status information, date details, etc., are located within the Details window (see Figure 3). 

 

 

 

 

 

 

 

Figure 3 Project Details Window

Project Feed information, project updates, status changes, comments, etc., are located within the Feed window (see Figure 4). 

 

 

 

 

 

 

 

 

 

 

 

Figure 4 Project Feed Window
 

Project Contacts info, email, etc., are located within the Contacts window (see Figure 5). 

 

 

 

 

 

 

 

 

Figure 5 Project Contacts Window
 

Project Issues info is located within the Issues window (see Figure 6). 

      1. Click Title of issue to view (see Figure 6).

 

Figure 6 Project Issues Window

If Assigned an Issue:

2. View whose Responsible (see Figure 6) then click Title of issue to open.
3. Select Update (if Responsible).
4. Click on New Status (see Figure 7).
5. Select a Status Cancelled, Completed, In Process, New or On Hold.
6. Add/Update Comments.
7. Add Notification.

*Note: A Resource must be selected.Select ‘All’ for entire team.

8. Click Save.

 

 

 

 

 

 

 

 

 

 

Figure 7 Update Issue

 

Project Links info, i.e. to Groups in Office 365 is located within the Links window (see Figure 8). 

1. Click link Title (see Figure 8).
2. Click URL to open (see Figure 9).

 

 

 

 

 

 

 

 

Figure 8 Project Links Window

 

 

 

 

Figure 9 URL Link

 

Project Plans info, i.e. project schedule, project card wall or individual tasks is located within the Plans window (see Figure 10). 

1. Click Title of plan to view (see Figure 10).

 

 

 

 

Figure 10 Project Plans Window

 

2. Plan will open in new window; options Schedule (see Figure 10-A) or Card Wall tasks (see Figure 10-B) is dependent on what the project manager has uploaded.

 

 

 

 

 

 

 

Figure 10-A Schedule Option

 

 

 

 

 

 

 

 

Figure 10-B Card Wall Task Option

 

If Assigned a Task on Card Wall:

 

 

 

 

 

 

Figure 11 View Assigned Task

 

 

Figure 12 Update

1. View under Resources for your name then click Title of issue to open (see Figure 11).
2. Select Update (see Figure 12).
3. Click on Status drop-down menu (see Figure 13).
4. Select a Status New, In Process, Completed or On Hold.
4. Edit Percent Complete.
5. Add Comments.
6. Add Notification. *Note: A Resource must be selected.Select ‘All’ for entire team.
7. Click Save.
8. Click Save or Cancel.

 

 

 

 

 

 

 

Figure 13 Update Task