Parameter 

A wizard page component that allows you to add certain data items that you might need to use as qualifiers in rules when creating conditions for page transitions. You can also use parameter values to do certain Actions (or operations) on the object attributes. These data items are not stored in the TeamConnect database and can be added and used only within Wizards.

Parent-child relationships

Hierarchical relationships, where one "parent" record can have multiple "child" records, whereas each child record can have only one parent. For example, one dispute record can have multiple account records related to it. Within a parent record, child records are always displayed as hyperlinks on a search screen, on a separate tab or section of the record.

In the Category drop-down list on the Categories tab, the parent-child relationships between categories are indicated by indentations that reflect the hierarchical relationships between them.

For more details on the parent-child relations between projects, see "Parent and Child Projects" on page 110.

Parent Record

A record of a higher "rank" in the record hierarchy, which may have multiple related records of a lower "rank," often known as Child Records. In most cases, the parent record is a matter. The only other record type that my have parent-child relations is Account.

Within each child record, the parent record is always displayed as a single hyperlink in the General Information section on the General tab of the record. You can select the parent record by using the Search Module field (or a drop-down list, depending on your settings).

Path 

A series of Attributes that is created using Object Navigator. A path is used to identify how to get to a specific attribute in a table of the Object Model. Paths can be used in Rules, Templates, Wizards, and in the naming patterns for object records.

Permissions

Permissions refer to the specific access rights granted within the TeamConnect for O365 Add-in, allowing users to perform various actions. These permissions define what users can view, edit, or manage within the add-in, such as accessing tasks, appointments, or documents related to TeamConnect. Administrators can set these permissions to control user access levels, ensuring secure and role-appropriate interactions within the TeamConnect O365 environment.

Phases

Certain states of a Project. A specific sequence of phases and their transitions define the life cycle of the project. For example, a Litigation record might go through the following phases Suit Filed > Discovery > Depositions > Settlement > Arbitration >Trial > Closed. All Phases and their transitions are defined in the Custom Object definitions.

Plugin

Plugins are software components that add specific functionalities to an existing application.

Port

An input-output point where data can enter or leave a computer. If an application is set up on a computer, for example, Outlook, this computer is the host for this application. A computer port allows the application to communicate outside the computer.

Portal Pane

A component of a home page that could display items such as your current projects, tasks, and appointments, hyperlinks to the Web, or hyperlinks to create new records. Portal panes in your home page are tailored to your specific needs by your system administrator, to give you quick access to tasks you need to perform frequently.

Pre-Check Validations

Pre-Check Validation ensures required conditions are met before a task or workflow can proceed. For more information, click here.

Preferences

System options that you can use to meet your individual needs and personal preferences. They are listed in the Options drop-down list on the Main menu bar.

Previous Runtime

Previous runtime refers to the last time a specific process, task, or workflow was executed within a system. It logs the timestamp of the previous execution, helping to track when actions were last performed, which can assist with scheduling, monitoring, and troubleshooting automated processes.

Printable View

Displays the selected blocks of the Interactive Line Items that appear in the printable view render a page.

Process Manager

A TeamConnect user who is responsible for monitoring approval processes that are sent to approvers by requestors. Process Managers receive notifications of approval requests when there is an error.

They may also be notified when a request is rejected or expired. They can restart an approval process to resolve errors, rejections, or expirations, or reassign the task of approving a request to other users when necessary. They can also reject approval requests.

The Process Manager role is assigned to a user group rather than an individual user. However, each user within that group has equal authority to perform Process Manager activities.

Projects

Types of records that are specifically designed to meet the business needs of your organization, also known as Custom Objects. All available types of projects for your organization are displayed at the end of the Go to and Create a new drop-down lists on the Main menu bar.

Project-specific Task

Tasks that are not associated with a specified project.

Projected Savings

MitraCode recommendations with the recommended savings enables clients to know whether or not the recommendations made by InvoiceIQ are presenting savings opportunities.

Protocol

A method or type of communication that a computer network uses.