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 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 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.

Project administrator Role

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• Create new projects and assign a project manager
•  maintain skill types
• maintain resources in the resources manager.The demo login id for this role is 'admin'.

Project manager Role.

The project manager is responsible for one or more projects and can perform the tasks of any project member and additionally can do the following functions:

1. Create or make sure a proper Resource list exist by selecting existing parties in the project 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

The demo login for this role is 'DemoEmployee1'.

Project participant Role.

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• assign and reassign tasks in projects he is a member of.
• enter time in a weekly time sheet to report about the worked hours.
• View all information about any project.
  Perhaps it is good to note here, that as many as is required, approval authorities can be added to the task and that without their approval the task cannot get into the completed status. In the 'mytask' tab the tasks are listed for which approval is required.

The demo login for this role is 'DemoEmployee2' for project 1.
The demo login for this role is 'DemoEmployee3' for project 2.
The demo login for this role is 'DemoCustomer1' for project 1.
The demo login for this role is 'DemoCustomer2' for project 2.

Project accounting Role.

The project accounting role consist out of the following activities:

...