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'.

Project administrator Role

The project administrator has full access over all projects, can perform all tasks of any projectmanager and additionally can:

• 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.

The project participant can use the 'myTask' and 'myTime' functions and read all other information about the projects:

• 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:

• Be able to define the party rates and party rate types.
• Be able to create invoices from registered hours on projects which were not yet billed.
  

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.