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Project manager application Role.

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 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 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 participants:

  • 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.
  • Provider Analyst, Provider Validator, Provider Functional Implementer, Provider Test Implementer are all provider team members who can register time on tasks.

How to setup the system?

  1. Create a project with related phases and tasks.
  2. Add team members to the project.
  3. Add planned start and end/dates and estimated hours required
  4. Start the project and let everybody register their time in the mytime option.
  5. Monitor on a weekly basis the registered hours.
  6. Monitor the planned versus actual dates in the project.
  7. 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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