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| <section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0" |
| xmlns:xl="http://www.w3.org/1999/xlink" |
| xmlns:xi="http://www.w3.org/2001/XInclude" |
| xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" |
| xmlns="http://docbook.org/ns/docbook"> |
| <title>Project Manager Introduction</title> |
| <para> |
| The project manager allows you to manage a project which in its simplest form consists out of phases and tasks. |
| </para> |
| <para> |
| A project consists out of one or more phases of which each phase can have one or more tasks. |
| A task always has a single parentPhase. |
| Time registration is only done on a task level. |
| </para> |
| <para> |
| Estimated and actual dates are only maintained at the task level. For reporting they are calculated to the higher levels. Project views are created to support this. |
| </para> |
| <section> |
| <title>Status management</title> |
| <para>Status is managed at task level, Project and Phase statuses shown on screen are tasks status compilation. Task statuses are : |
| <itemizedlist> |
| <listitem ><para>PTS_CREATED, ...Created : after task creation</para></listitem> |
| <listitem ><para>PTS_CREATED_UA, Unassigned : currently not used by an automatic process</para></listitem> |
| <listitem ><para>PTS_CREATED_AS, Assigned : after a resource is assigned</para></listitem> |
| <listitem ><para>PTS_CREATED_IP, In Progress : after a time entry is created on the task</para></listitem> |
| <listitem ><para>PTS_COMPLETED, .Completed : Manually changed by button</para></listitem> |
| <listitem ><para>PTS_ON_HOLD, ...On Hold : </para></listitem> |
| <listitem ><para>PTS_CANCELLED, .Cancelled : </para></listitem> |
| </itemizedlist> |
| </para> |
| <para>Project or Phase is completed if all included tasks are completed (or cancelled)</para> |
| </section> |
| |
| <section> |
| <title>Resources</title> |
| <para>You can describe a customer (company and contact) and who provides the task (named provider) in the resource portlet. To be able to associate someone to a project he should have, |
| two (or more) project roleType, first PROJECT_TEAM to appear in Party drop-down, and at least one of the PROJECT_TEAM sub-roles for the second drop-down. |
| Look at parameters section to have the complete project roletypes list.<br /> |
| Go to the party profile to associate a role type to a party. |
| </para> |
| </section> |
| |
| <section> |
| <title>Parameters :</title> |
| <para> |
| <itemizedlist> |
| <listitem > |
| <para>RoleType with PROJECT_TEAM as parentTypeId, used in a lot of screens; default proposed roleTypes are : |
| <itemizedlist> |
| <listitem ><para>CLIENT% : used to select parties which appears in Projects Parties info, client side</para></listitem> |
| <listitem ><para>CLIENT_MANAGER : user login associated to a project with this roleType view it in ListCustomerProjects</para></listitem> |
| <listitem ><para>CLIENT_ANALYST : same as CLIENT_MANAGER for ListCustomerProjects</para></listitem> |
| <listitem ><para>CLIENT_BILLING : partyId which will be invoiced; same as CLIENT_MANAGER for ListCustomerProjects; appears in Company part of Project Parties info, other CLIENT% role appears in contact part</para></listitem> |
| <listitem ><para>PROVIDER% : all parties which provide the project. In Projects Parties info, provider part, all roleType not equals to CLIENT% will appear</para></listitem> |
| <listitem ><para>PROVIDER_MANAGER : currently no process or specific selection</para></listitem> |
| <listitem ><para>PROVIDER_ACCOUNTING : currently no process or specific selection</para></listitem> |
| <listitem ><para>PROVIDER_ANALYST : currently no process or specific selection</para></listitem> |
| <listitem ><para>PROVIDER_FUNCTIONAL : currently no process or specific selection</para></listitem> |
| <listitem > |
| <para>PROVIDER_VALIDATOR or PROVIDER_TESTER: used to define at project level who will validate a task, |
| used when assigning a party to a task with status not equals to "PAS_COMPLETED", if the party has not this role, |
| all parties with this role at the project level will be added to this task |
| (this action is done by ECA, commented in default configuration, if you want it un-comment it)</para></listitem> |
| </itemizedlist> |
| </para></listitem> |
| </itemizedlist> |
| </para> |
| </section> |
| </section> |
| |