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Build your Profile

To add or edit a profile, select the profile by clicking on the Profile card.

You will see the profile title at the top of the page, you can edit this by clicking on it and changing it.

Add activities to your profile by giving the activity a name and selecting Add. Your activity will be added with a default category of 'Core'. You can change the category via the drop-down menu when you click on it.

Activity colors

When reporting studies the charts will use the colors assigned to the activity. By default, these match the category color (which is assigned at the Account level), but you can change it via the colour drop-down.

Alternatively, when you have added all your Activities to the profile, you can use the Auto-colour option , to automatically set all activities in each category to a different shade of the main category color. Note: if you have many Activities some shades will repeat themselves.

You can edit an Activity Name by click on it. You can change the order of the activity within the profile by dragging and droping it within the list.

If you want to remove the activity from the profile then select the , but remember if you or anyone else has previously downloaded the profile to a device, you will need to refresh the profile on that device to reflect any changes.

Value Types

Here you can set what types of Quantitative information studies using this profile can capture. The available types are defined at the Account level and there always needs to be at least one. You can change the order in which they appear by dragging and dropping the types in the list.

You can add types if they are available using the option. Remove them again using the .

You can set a single Value Type as a per-item or a resource count (although an item can be set as both this would not make logical sense). When you do this certain effort calculations will be done for you on exported data.

  • Per-item : Will provide a timing divided by the count value when one is present, giving you the actual time 'per item' as well as the overall timing for the activity.
  • Resource count : Will provide a timing multiplied by the count value when one is present, giving you the actual effort expended on an activity as well as the overall timing for the activity.

Comment Types

Here you can set what types of Qualitative information studies using this profile can capture. The available types are defined at the Account level and there always needs to be at least one. You can change the order in which they appear by dragging and dropping the types in the list.

You can add types if they are available using the option. Remove them again using the .

When displaying the overview pie-chart report there is the opportunity to 'pop-up' comments gathered under these types. Here you can configure whether a comment type is included on that chart or not using the 'Popup on Chart' setting.