Hubs

DPS hubs are information centers that you use to manage all of your business-related data. Use the hubs to enter, view, and revise your data in one convenient place.

The hubs include records of data about projects, clients, employees, and more. Use the hubs to:

• Add, copy, modify, or delete records
• Associate records with one another
• Link external documents to records
• Schedule activities
• Export data to Microsoft® Excel®

Hub Security

Your system administrator sets up security access rights to the various hub record types based on your role. The access rights defined for your role determine the hubs to which you have access, the tabs that display in each hub, and the functions that you can perform in each hub.

For example, if you are a project manager, your security role might have access only to the Projects hub. If you are a Marketing Manager, your security role might have access only to the Contacts, Firms, Opportunities, and Marketing Campaigns hubs. Your system administrator also determines which tabs are available to your security role.

Hub Record Access and Update Functions

Your system administrator can control your role's ability to view, add, modify, and delete the record types to which you have access and restrict your access to individual records. For example, if you are a project manager, your system administrator can limit your access to only those project records for which you are the project manager.

Your system administrator can choose from the following access rights to hub records:

• Read Only: Users can view records but cannot add new records, modify information, or delete records.
• Modify: Users can view records and make modifications to information, but they cannot add new records or delete records.
• Add/Modify: Users can view records, modify information, and add new records, but they cannot delete records.
• Full: Users can view records, modify information, add new records, and delete records.

Hub Audit Trail Reports

Audit Trail Reporting lets you keep track of changes made to your hub records. When users perform update, delete, and insert actions on your hub records, DPS keeps track of the changes they make. You can view these changes (by record type) on audit trail reports. Select the appropriate audit trail report from the Reporting application or print it from the hub.

• Audit reports display record names, actions performed, user names, and dates.
• Audit detail reports display actions performed, and old and new data values by column.
• When you mouse over a record name in the context area of any hub record, you see the date and time that the record was last modified, and the User ID of the employee who made the modification. You also see the date on which the record was created and the User ID of the employee who created the record.

Hub Workflows

Your system administrator can configure DPS to alert you when events occur that affect information in your database. These events can also act as triggers for other actions: specific tasks that DPS performs in response to the initial event. These events, and the actions that they trigger, are part of the workflow feature.

You can, for example, set up workflows to notify sales and marketing staff when a lead becomes an opportunity, and then notify project managers when an opportunity becomes a project.

Your system administrator defines the parameters of a workflow process in Settings > Workflow. A workflow can be triggered when someone adds, changes, or deletes a record, or a specific portion of a record, in any of the hubs (except the Units hub).

Based on the parameters specified by your system administrator, the workflow triggers one or more of the following actions:

• Send an email alert to designated employees.
• Send a Notification alert to designated employees.
• Change the value in a data column.
• Create an activity.
• Invoke a web service.