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Falcon for administrators
Falcon for administrators

Get to know the basics of Falcon and the need-to-know stuff any hub owner and project administrator should know

Jonas Steeger avatar
Written by Jonas Steeger
Updated over a week ago

Join your Falcon Hub

Falcon invites you by e-mail. As with other online services, you can easily register directly from the email. To do this, follow the steps below:

  • Accept an e-mail confirmation.

  • Log in to Falcon with your confirmed email address and your assigned password.

  • Then change your password in your user profile.

Create your user profile

Of course, you can also customize your personal user profile. Via the settings symbol in the lower left corner of the window you can access your user account, where you can enter your personal details, change your password and choose between English and German languages. You can also use the "Email reports" button to determine whether you want to receive a weekly update of your project by email from Falcon.

Create your first project in Falcon

Hub administrators can add new projects to Falcon (and delete them, of course). Falcon has a folder icon above the project tree for this purpose. A click opens the project wizard. Here you can choose between exemplary test projects or create a user-defined project. 

Tip: You can freeze the current project status in your project tree at any time. This means that individual tree elements can be permanently or temporarily locked. All existing user permissions are automatically reduced to read permission. All locked tree elements can still be viewed, while you can, for example, prepare analyses and reports without having to change content.

After you have selected a project, you can set important parameters such as the project name and the runtime in Falcon. You can also set the periodicity here. You can choose anything from a weekly to an annual presentation. Most of our customers choose a monthly presentation. With a click on "Save" your new project appears directly in the tree. All settings can also be adjusted later in the admin center.

Attention: Please note that if you change effect related settings (e.g. project duration or scaling), existing effects may be overwritten. You will get a notification in this case.

Expand your project tree with measure packages and measures

After you have created and defined a project, you can adjust the project tree as required. For example, if you want to create a measure package, select the desired project in the tree and click the plus symbol. A new measure package appears. If you want to create a measure, first select the desired measure package in which the new measure is to find its place and press the plus symbol as usual. Of course, you can also rename new measures, packages and projects. Either directly in the tree - by double-clicking on the desired element in the tree - or in the respective profile. 

Note: You can add any number of tree elements and restructure them at any time using drag and drop.

Invite your project team

As a hub administrator, you have the option of adding additional users to the project and managing their permissions and responsibilities. To do this, click on the gear icon at the bottom left of the screen to get to the administration and click on the "User"-tab. 

You can add new users via the plus symbol in the upper left corner of the "User administration" area. An input window opens in which you can invite any number of people by e-mail. After each user press the Enter key or write a comma. Falcon will then automatically recognize the email address you have entered. 

Note: Before "adding" the new users, you can still choose whether the invitation mails should be sent directly or whether you want to do this manually later. If you send the invitations directly, the new users will have immediate access to Falcon. However, you can also first set up Falcon as you wish and then invite the users. To do this, select the User administration area again and click on the email symbol behind the respective user.

Assign different editing permissions to your team members

You can manage the user permission through the "Permissions"-tab in the hub management center. This is important to understand. New users are invited to your Falcon hub in general. The assignment of permissions - i.e. who can see and edit what in Falcon - is done individually for each project.

To assign new permissions, drag a user from the user list to the desired level in the project tree. In the "permissions" column, you can then use the dropdowns to decide which permission is granted to the user.

Falcon distinguishes between the: 

  • Read permission ("Read")

  • the permission to write ("write") 

  • admin permission ("Admin") to pause or lock the tree element as well as add subordinated elements

  • and the access prohibition ("Invisible"): a "negative permission" with which you can, for example, revoke a reading permission granted at measure package level for an individual measure. 

Create user groups and grant group permissions

Of course you can also assign groups and group permissions in Falcon. In the "Permissions" tab in the hub management you can find a group list just under the user list. You can create a new group using the plus symbol and name it directly in the tree. 

To assign a user to a group, simply drag the affected user from the user list to the desired group. After that the group can be dragged on the tree on the right, just as you did with the individual user permission assignment. 

Setting and understanding the traffic light system

Falcon's traffic light system provides you with a continuous overview of the progress of your activities in terms of time and cost. Both in the project tree and in the schedule of individual measures you will see traffic light colours. 

  • "Red" means strongly delayed, 

  • "Yellow" means slightly delayed. 

  • and "Green" elements are in the plan. 

As the administrator, you can adjust the traffic light evaluation at any time in the "Schedule" tab in the admin center. The traffic light evaluation is based on this setting, and time and effect traffic lights change accordingly ot that. The traffic light system itself deserves its own area. Here you can determine exactly when something in your projects has earned a green, yellow or red traffic light. Find out more about the traffic light system here.

Tip: Browsing with the mouse over a traffic light position of any project element displays the percentage progress of the element. 

Oversee your own responsibilities in your dashboard

The dashboard shows you your personal project. By clicking on the dashboard symbol in the top left you can access the dashboard area at any time and return to the project tree. Find out more in the "Your Dashboard" category! 

Note: The Dashboard also contains the "Your Schedule" tab. There you will see a table with all the activities for which you are responsible. This allows you to edit everything quickly and efficiently in one place.


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