Top Tip
- VertoSense connections are automatically displayed on the Dependencies Map, which can be useful for visualising the extent of dependencies across a programme or portfolio.
What is VertoSense?
VertoSense is a hash (#) tagging feature that allows a user to connect items within and across their projects. For example, show dependencies by:
- Connecting a milestone to a risk within a project.
- Connecting one project to another project.
- Connecting an issue within one project to a milestone in another project.
Advice
- You can only connect to another project using VertoSense if you have permission to access it. Permissions are controlled via the Team Members control and assigned via project roles on each project. Note: Administrators can add VertoSense links on behalf of users.
- VertoSense can also be used to insert hyperlinks to documentation stored in a project file area.
- VertoSense is available in all free-text fields - just look out for the # button.
Connect to a specific item in your own project i.e. a risk to a milestone
- Open the relevant free text box i.e. risk description.
- Click on the # button.
- A new screen will open displaying all project navigation sections in the left-hand menu.
- Click on the relevant section and then Select against the item you wish to connect to.
Connect your project to another project
- Open the relevant free text box i.e. project background
- Click on the # button and scroll down to Projects in the left-hand menu.
- Either type in the name or ID of the project you wish to connect
- Click on Select against the relevant project to add the link.
Connect to a specific item in another project
- Open the relevant free text box i.e. project background
- Click on the # button and scroll down to Projects in the left-hand menu.
- Either type in the name or ID of the project you wish to connect to.
- Click on the downward triangle next to the project name and then click View.
- You will now see all project navigation sections in the left-hand menu. Click on the relevant navigation section and then Select the item you would like to connect to.
Watch this spotlight video to find out more: