for a system overview see the Project Manager

How to get started?

First of all have a look at the standard demo information delivered with the system, there you will have an idea how it will look like. If you want tos start from scratch do the following:

• Create a new project under the 'projects' button, when created the project overview is shown
• go to the 'tasks' button within the project and create at least one phase, now it is possble to add tasks
• Add a task referring to the phase(s) created before and optionally add planned hours.
• add dependencies between tasks
• go to the gantt chart and press the schedule button.
• Now you will see all tasks after each other depending on the dependencies.

 Remember you can only use parties which have been made available in the projectmanager under the resources button. In a project you can only assign resources to a task which have been made available in the project

Introduction.

The target users of the application are the service oriented software companies who want to properly administer 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 Projectmanagement application from the different 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 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.
  Demonstration data is provided with the component which is loaded with the ./ant run-install command. All mentioned demo login id's have the password 'ofbiz'.

Before we are going to the projectmanager roles, first  more about the system organization and the various system status values.

System organization.

The system is orgnized at the top level as 'Projects' which consist of 'phases' and phases consists out of 'tasks'.  This structure is mandatory: mo tasks without a related phase and no phase without a related project. The information is maintained at the task level only like estimated and actual hours,dates and the status. The information at the phase and project level is derived from the information at the task level: if all tasks are completed, the project is completed.

Another part of the system are the time sheets which are entered in a weekly period only. It is only possible to report on project tasks for projects of which the person is member of the project team, depending on security the member of the team can also add tasks (not phases) to the project.

Further is is possible to (re)assign tasks to the logged on user and to other persons in the project. 

Various Statusvalues explained. 

There are various status values in the system, they are in two groups, the Project status values and the timesheet status values these groups are pretty independant.

Timesheet Status. 

If a time sheet status is set to complete it is indicated the timesheet party has completed the entry of hors for that week and has no intention to add more hours for that period. The projectmanager can set the status back to 'in progres' to allow to correct errors.

Project Status. 

The project status is maintained at the person --> task level only. All other status values at the task, phase and project are derived values. If all assigned persons on a task set their status to complete, then the task will be complete. If all tasks on a phase are complete, the phase is complete, if all phases on a project are complete, the project is complete.

Project administrator Role

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