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Introduction.

The project manager application was originally created by David Jones and Anil Patel and later further implemented and completed by Hans Bakker.

The target users of the application are the service oriented software companies who want to properly administer the their client projects, compare planned and actual dates and want the employees to register their time against the planned tasks in the projects in order to generate invoices to the clients automatically.

This document describes the use of the Projectmanager Projectmanagement application from the projectmanager point of view to setup the project and being able to instruct the projectmembers and the relation to order/request manager and accounting.
 
When an order or request is received a project will be created with the proper participantsdifferent project roles point of view, which are:

• Administrator: has full access over all projects
• Client Manager, Client Analyst: has full read access over the assigned project. , can approve 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 send these to the Client Billing,or if not present to the Client manager.
• Provider Analyst, Provider Validator, Provider Functional Implementer, Provider Test Implementer are all provider team members who can register time on tasks.

Project administrator Role

The project administrator has full access over all projects in the system and can perform all the actions of all roles.

Project manager Role.

How to setup the systema project?

1. Create or make sure a proper Resource list exist by selecting existing parties in the resources tab.
2. Create a project with related phases and tasks or copy these from a template.
3. Add resources from the resourcelist to the project.
4. Add planned start and end/dates and estimated hours required (a scheduler is planned)
5. Start the project and let everybody register their time in the mytime option.
6. Monitor on a weekly basis the registered hours.
7. Monitor the planned versus actual dates in the project.
8. Create invoices at the end of the month from the entered timesheets.
   Please note that this is an application in development and comments are welcomed, either in Jira as a request or at the bottom of the page.
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