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The project manager is currently under development and not all features below are implemented. The open issues are listed in Jira. If somebody would like to help, please read the description below first. On the other hand if you have suggestions for this text please add a Jira issue to the ProjectMgr component or add a comment. It is modeled after the PMW (Project Manager Workbench and other project manager packages.

The main purpose of the project manager application is the administration of projects, phases, tasks and resources and tracking of estimated time against actual time which is entered via timesheets on project tasks only. This time registration is then used to generate invoices which can be send to the 'client' party of the project.

In order to use the system, make sure you have resources, create a project, phases and tasks, add the resources to the project level and the task level and enter the estimated start and completion dates. From then on time and status can registered.

Some principles.

  • A project consists out of one or more phases of which each phase can have one or more tasks.
  • A task always has a parentPhase.
  • Time registration is only done on a task level.
  • Estimated and actual dates are only maintained at the task level. For reporting they can be are calculated to the higher levels. Project views are created to support this.
  • The workAssoc entity is used to identify relationships in the order the tasks should be executed, a facility needs to be added to calculated the estimated start/end dates of every task according these relationships.
  • In the option 'myTime" time can only be reported on tasks which belong to a project of which the loggedon person is member ofassigned tasks, tasks can only be assigned to projectmembers.
  • All timestamps in the timesheets have a time set to '00:00:00.0"
  • A timesheet is only for one week and one week only and can have many time entries, one for each task and one day within the fromDate and Thrudate of the timesheet. A timentry is always referring to a task(Workeffort)
  • A timesheet only has related time entries where the partyId is null meaning that these entries are from the partyId on the timesheet. The thrudate is not used on the TimeEntry, only the fromdate. The timeEntry only registers hours for the specific fromDate date only.Time can only be registered on tasks of Projects the loginUser is a member of.
  • In a project the following (security) roles are recognized:
    Administrator: has full access over all projects
    Client Manager, Client Analyst: has full read access over the project. and can report time.
    Client Billing: who will receive the invoices.
    Provider Manager: has full access to the project he is member of.
    Provider Accounting: who can create invoices and sen these to the Client Billing,or if not present to the Client manager.

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