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1. Field Description Description Description of attachment Public Attachment is visible to anyone Team Attachment is visible to every member of the creator s team Private Attachment is visible only to the creator 3 6 Common sections 75 ProjeQtOr User guide Release 5 1 3 6 6 Notes section This section allows to add notes on items of elements Notes are comments that can be shared to track some information or progress Table 3 8 Fields of notes list Field Description Id Unique Id for the note Note Text of the note Date Date of creation or modification of the note User Name of the user who created the note Predefined note e The list of values appears whether a predefined note exists for an element or an element type e Selecting a predefined note will automatically fill in the note text field e Predefined notes are defined in Predefined notes screen Note visibility e Public Visible to anyone e Team Visible to every member of the creator s team e Private Visible only to the creator Notes list management e Click on to add a note to an item e Click on amp to edit the note e Click on X to delete the note Note predefined note BI U zz T ilil 111 111 Thi iii i gt 4 z 4 public e team _ private _ Cancel OK Fig 3 51 Note dialog box 76 Chapter 3 Graphical user interfac
2. Field Description Function Function to be selected Cost Daily cost of the resource for the selected function Start date Start date for the cost of the resource for the selected function Field Function e The resource main function will be displayed first Field Start date e Start date must be set when a new resource cost is created for the same function 13 5 Resources 201 ProjeQtOr User guide Release 5 1 Section Miscellanous Table 13 9 Miscellanous section fields Field Description Don t receive team mails Flag to indicate that resource don t want to receive team mails 202 Chapter 13 Environmental parameters ProjeQtOr User guide Release 5 1 13 6 Teams The team is a group of resources gathered on any criteria Note e A resource can belong to only one team Use for e To affect all team members of a project e To filter resource data in work cost and planning reports e To set attachment note and document visibility to the team Section Description Table 13 10 Description section fields Field Description Id Unique Id for the team Name Name of the team Closed Flag to indicate that team is archived Description Complete description of the team Section Team members e List of the resources members of the team Button Affect all team members of a project e This
3. Amendment Additional values Total Sum of the initial values and amendment Start date Initial start date of the execution of the order End date Initial and validated end date of the execution of the order Comments Comment about the treatment of the order Required field Fields Initial Amendment and Total Columns e Ex VAT Amount without taxes The column value is automatically updated with the sum of bill line amounts e Tax Applicable tax e Full Amount with taxes e Work Work days corresponding to the order The column value is automatically updated with the sum of bill lines quantities When the measure unit is day Field Amendment e The columns values Ex VAT and Work are automatically updated with the sum of billing lines with selected amendment checkboxes Fields Start and end date e Initial Initial dates e Validated Validated dates Hint Activity type e The activity should be created only after approval 160 Chapter 10 Financial ProjeQtOr User guide Release 5 1 Bill e Bills e Terms e Activities prices e Payments 10 6 Bills A bill is a request for payment for delivered work Billing will depend on billing type defined for the project 10 6 Bills 161 ProjeQtOr User guide Release 5 1 Billing types Each bill is linked to project a project has a project type and a project
4. If not set end date is the start date duration 4 4 Common sections 89 ProjeQtOr User guide Release 5 1 Table 4 7 Duration metrics fields Field Description Validated start date Planning element should not start later Validated end date Planning element should not end later Validated duration Planning element should not last longer Planned start date Calculated start date taking into account all the constraints Planned end date Calculated end date taking into account all the constraints Planned duration Calculated duration Real start date Date of the first real work input Real end date Date of the last real work input Real duration Calculated duration Requested start date Wished start date Requested end date Wished end date Requested duration Wished duration Field Real end date Work metrics e Planning elements work is the sum of tasks like activity test session and meeting e The real end date appearing only when planning element status is done Table 4 8 Work metrics fields Field Description Validated work Work of the planning element should not be more Assigned work Sum of all the work for the assignments on the planning element Real work Sum of all the work really spent on the planning element Left work Left work to complete Reasse
5. Affectation project Project rate 100 Cancel OK Fig 3 47 Affectation dialog box 70 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 Table 3 4 Fields of affectation dialog box Field Description Project Project list Resource Resource list Profile Profile list Rate Rate in of the affectation to the project Start date Start date of affectation End date End date of affectation Closed Flag to indicate that affectation in not active anymore without deleting it Required field Field Resource e This field can contain a list of users resources or contacts according to which screen comes from project affectation Field Profile The user profile defined will be displayed first e If the profile field is not available the profile defined for each resource will be selected Field Rate 100 means a full time affectation Note e Depending on which screen is used to manage project affectations the behavior of fields will change 3 6 Common sections 71 ProjeQtOr User guide Release 5 1 3 6 4 Linked Elements section This section allows to manage link between items of elements Table 3 5 Fields of linked elements list Field Description Element Type and id of the linked element Name Name of the linked element Date Date o
6. Field Is a contact e Check this if the resource must also be a contact e The resource will then also appear in the Contacts list Field Is a user e Check this if the resource must connect to the application e You must then define the User name and Profile fields e The resource will then also appear in the Users list 200 Chapter 13 Environmental parameters ProjeQtOr User guide Release 5 1 Section Function and cost Concepts e Resource function and cost This section allows to define functions and cost of the resource Table 13 7 Function and cost section fields Field Description Function Function of the resource for the selected cost Cost Daily cost of the resource for the selected function Start date Start date for the cost of the resource for the selected function End date End date for the cost of the resource for the selected function Field End date The end date is set when a new resource cost is defined in the same function e The end date is the day before the start date in the new resource cost entry Resource cost management e Click on F to create a new resource cost e Click on to update an existing resource cost e Click on X to delete the resource cost Resource Cost d v Cancel OK Fig 13 2 Resource cost dialog box Table 13 8 Resource cost dialog box fields
7. Section Year Field Year field e Select year of displayed calendar Button Import this year from calendar e Copy exceptions of the selected year of the selected calendar into current calendar Section Calendar days Fig 13 3 Year calendar A calendar of selected year is displayed to give a global overview of the exceptions existing e In white days work e In gray days off e In red exception days work e In blue exception days off e In bold current day Just click on one day in the calendar to switch between off and work day 13 7 Calendar 205 ProjeQtOr User guide Release 5 1 Contents e Customers e Contacts 13 8 Customers The customer is the entity for which the project is set It is generally the owner of the project and in many cases it is the payer It can be an internal entity into the same enterprise or a different enterprise or the entity of an enterprise The customer defined here is not a person Real persons into a customer entity are called Contacts Other sections e Attachments e Notes Section Description Field Description Id Unique Id for the customer Customer name Short name of the customer Type of customer Type of customer Customer code Code of the customer Payment deadline The payment deadline is stated on the bill for this customer Tax Tax rates that are ap
8. real work gantt E planning portfolio Gantt planning period 10 0 month tickets work synthesis per activity O week current status colored monthly resource planning costs monthly planning resource project team oa billing monthly planning project resource requirements amp tests monthly planning project activity resource a e miscellaneous monthly planning resource project activity 5 Ls change history work plan per week work plan per month monthly availability of resources availability synthesis Fig 6 5 Report selection Manage extending section e Click on to access screen parameters e You can reorder like any other parts e Click on to completely remove them from the list Today parameters Period for tasks selection due date 5 next days or not set Y Items to be displayed E Projects E Y Tasks assigned to me Tasks I am responsible of Y Tasks 1 am issuer or requestor of B Ki report availability synthesis Cancel OK Fig 6 6 Parameters with extending parts dialog box 112 Chapier 6 Follow up ProjeQtOr User guide Release 5 1 Gantt e Gantt chart e Planning e Projects portfolio e Resource Planning 6 2 Gantt chart Scale e Scale available daily weekly monthly or quater chart detail e Overdue tasks appear in red Calculate planning 6 3 Planning Planning is displayed as a Gantt chart showing depend
9. Contact name Name of contact for the recipient Contact email Email of contact for the recipient Contact phone Phone of contact for the recipient Closed Flag to indicate that the recipient is archived Required field Section International Bank Account Number Field Description Bank Bank name International number IBAN IBAN for the recipient Bank code BIC BIC for the recipient National account number Full account number defining the BBAN account code Section Address e Full address of the recipient 13 10 Recipients 209 ProjeQtOr User guide Release 5 1 13 11 Contexts The contexts defines a list of elements selectable to define ticket context and test case environment Contexts are initially set to be able to define contexts for IT Projects for three context types e Environment e Operating System e Browser They can be changed to be adapted to any kind of project Section Description Field Description Id Unique Id for the context Context type One of the three context type Name Name of the context Sort order Number to define the order of display in lists Closed Flag to indicate that the context is archived Required field Fields Context type e The list is fixed e Captions are translated and so can be changed in language file 210 Chapter 13
10. Fig 16 4 Access to data Not project dependant screen 236 Chapter 16 Access rights ProjeQtOr User guide Release 5 1 16 7 Specific access This screen groups specific functionalities options Users belonging to a profile can have access to the application specific functions Depending on options of functionality allows to grant access rights to define data visibility or to enable or disable option How to do e For each option select the access granted to a profile Real work allocation and Diary Project Leader Project Member External Project External Project Project Guest Leader Member Eements at own y Own elements v No clement v No eement y No element work All elements on all Own elements Elements of own No element Iz No element y No element y Ne element ces elements on al y Own elements y Elements af own dv Own elements v Nowement Nowement No element on diary for resoun y y Work and Cost visibility roject Gues Administrator Supervisor Project Leader Project Member Work visibility An waite y aros ICC CC A ET Cost visbity Atvable Atvatie mae y None vie y Vaated wi y one vaie yn ve Fig 16 5 Specific access screen Section Real work allocation and Diary This section allows to e Defines who will be able to see and update real work for other users e Defines who can validate weekly wor
11. Required field Field User name The user name must be unique Field Is a contact e Check this if you want created a contact to this user e This user will then appear in the Contact list Field Is a resource e Check this if you want created a resource to this user e The user will then also appear in the Resources list 13 4 Users 197 ProjeQtOr User guide Release 5 1 Section Miscellanous Button Reset password e This button allows to reset password to default password e Default password value is defined in Global parameters screen e Reset password button is available only for ProjeQtOr users Table 13 5 Users miscellaneous section fields Field Description Don t receive team mails Flag to indicate that the user don t want to receive team mails Comes from LDAP Flag to indicate that the user come from LDAP API key Key string used by web service consumer Button Send information to the user e This button allows to send by email to the user the login information 198 Chapter 13 Environmental parameters ProjeQtOr User guide Release 5 1 Contents e Resources e Teams Calendar 13 5 Resources Concepts e ProjeQtOr roles e Profiles definition e Stakeholder definition Photo e Resource calendar Human and material resource are involved in the project Project affec
12. Required field 11 5 Actions 179 ProjeQtOr User guide Release 5 1 Section Treatment Field Description Status Actual status of the action Responsible Resource who is responsible for the action Initial end date Initially expected end date of the action Planned end date Updated end date of the action Handled Flag to indicate that action is taken into account Done Flag to indicate that action has been treated Closed Flag to indicate that action is archived Cancelled Flag to indicate that action is cancelled Efficiency Evaluation of the efficiency the action had on the objective for instance on the risk mitigation Result Complete description of the treatment of the action Required field 180 Chapter 11 Risk amp Issue Management CHAPTER 12 Review logs Contents e Meetings e Periodic meetings e Attendees section e Progress section e Decisions e Questions 12 1 Meetings Meeting items are stored to keep track of important meetings during the project lifecycle e Progress Meetings e Steering committees e Functional workshops In fact you should keep track of every meeting where decisions are taken or questions answered This will provide an easy way to find back when where and why a decision has been taken Project activity e Meeting is a project activity e You can assign project resources named attendees
13. e Click on to create a new checklist line e Click on amp to update an existing checklist line e Click on X to delete the corresponding checklist line Choices for the checklist line Cancel OK Fig 15 4 Choices for the checklist lines dialog box Table 15 1 Choices for the checklist lines dialog box fields Field Description Name Name of the subject of the checklist line Sort order Order of the line in the list Choice n Possible choices checks for the list up to 5 choices Exclusive Are the choices exclusive select one will unselect others 228 Chapter 15 Controls amp Automation ProjeQtOr User guide Release 5 1 Details of dialog box e Each line has a name an order and up to 5 check choices e A line with no check choice will be displayed as a section title e Name and Choices have 2 fields 1 Displayed caption 2 Help text that will be displayed as tooltip e Checks can be exclusive select one will unselect others or not multi selection is then possible 15 6 Checklists 229 ProjeQtOr User guide Release 5 1 15 7 Receivers list Receivers can receive email and alert A description of receivers below Requestor e The contact defined as requestor on current item sometimes appears as contact on quotation and order for instance and sometimes have no meaning for instance for milestone Issuer e The user define
14. e Otherwise each user can only unlock the documents and requirements locked by himself Section Reports e This section defines for each profile the ability to change the resource parameter in reports Section Specific update rights e Defines for each profile the ability to force delete items e Defines for each profile the ability to update creation information 238 Chapter 16 Access rights ProjeQtOr User guide Release 5 1 16 8 Translatable name For profiles and access modes the value of field Name is translatable The field Name in screens Profiles and Access modes is not the name displayed but it is a code in the translation table The name displayed at right of the field is the translated name The translated name depends on user language selected in User parameters screen Note e If translated name is displayed between then the value of field Name is not found in the translation table Translation table files e In ProjeQtOr a translation table file is defined for each available language e The files are named lang js and are localized in a directory named with ISO language code For instance tool il8n nls fr lang js How to modify the translation file e You can edit file lang js to add translation of new value or to modify the existing value translation e Or you can download Excel file named lang xls available on ProjeQtOr site You ca
15. e So for a given assignment planned work will not start before affectation start date on project of the activity and will stop on affectation end date e This can lead to incompletely planned tasks These would appear as brown bars in the Gantt view Assignment Popup Click on to assign a new resource An Assignment pop up will be displayed Click on to modify the assignment Click on X to delete the assignment Note e If real work exists for an assignment it can not be deleted 1 Assignment d o qaaaqaa Cancel OK Fig 4 1 Assignment dialog box 4 4 Common sections 87 ProjeQtOr User guide Release 5 1 Table 4 6 Assignment dialog box fields Field Description Resource Name of the resource assigned to the activity Function The function of the resource on this assignment Cost The daily cost of the assignment Rate The max rate in to plan the resource on the activity by day Assigned work Work initially planned to complete the task Real work Real work entered by the resource on his weekly report on the real work allocation screen Left work Work left to complete the task Planned work The new total work planned to complete the task Comments Any comment on the affectation Fields Function and Cost e Function determine the daily cost of the assignment e Cost is automatically updated from the function o
16. e You have progress section that allows for followed resources work and cost 181 ProjeQtOr User guide Release 5 1 Other sections e Attendees e Progress e Predecessor and Sucessor element e Linked element e Attachments e Notes Section Description Table 12 1 Description section fields Field Description Id Unique Id for the meeting Name Short description of the meeting Meeting type Type of meeting Project The project concerned by the meeting Meeting date Date of the meeting initially expected date including start and end time Location Place room or else when meeting will stand Description Description of the meeting Required field Field Name e If not set will automatically be set to meeting type completed with meeting date Hint Description can be used to store agenda Button Email invitation Allows to send the email to attendees e They will receive the invitation in their calendar management tool 182 Chapter 12 Review logs ProjeQtOr User guide Release 5 1 Section Treatment Table 12 2 Treatment section fields Field Description Parent activity Parent activity of the meeting Status Actual status of the meeting Responsible Resource who is responsible for the organization of the meeting Handled Flag to indicate that meeting has been taken into account Done Fl
17. handled Done status e This status specifies that the treatment of item is done e A result can be specify e It is possible to require a result when the status change to done Closed status e This status specifies that the item is closed e This item is archived and it disappeared in the list e Item can reappear when show closed item is checked Cancelled status e This status specifies that the item is cancelled Section Description Field Description Id Unique Id for this value Name Name of this value Handled status Defines whether handled flag is automatically set for this status Done status Defines whether done flag is automatically set for this status Closed status Defines whether closed flag is automatically set for this status Cancelled status Defines whether cancelled flag is automatically set for this status Color Color to display the status in element lists Sort order Number to define order of display in lists Closed Flag to indicate this value is archived Required field 17 2 Status 243 ProjeQtOr User guide Release 5 1 17 3 Quality levels The quality is a manual indicator for the conformity of a project to quality processes It defines in a visual way the global conformity of the project Section Description Field Description Id Unique Id
18. 1 Version 1 Q 2 Version 2 3 Version 3 other versions Cancel OK Fig 8 2 Add other version dialog box 136 Chapter 8 Ticket management CHAPTER 9 Requirements et Tests Contents e Requirements e Test cases e Test sessions e Summary of test cases section 9 1 Requirements Requirement is a rule that must be defined to a product or a project It can be applied to both In most IT projects requirement can be a functional rule for a software It allows to define and monitor cost and delays It can be linked to test cases it s used to describe how you will test that a given requirement Target version e A given version of the product can be defined meaning the rule is valid at this version Rights management e Linking requirements to a project will limit the visibility respecting rights management at project level Requirement link to test cases e Test cases can be linked to a requirement in linked element section e Linking a requirement to a test case will display a summary of test case run defined in test session e This way you will have an instant display of test coverage for the requirement 137 ProjeQtOr User guide Release 5 1 Requirement link to tickets When test case run status is set to failed the reference to a ticket must be defined reference to the incident e When the requirement is linked to a test case with this run status ticket is automat
19. Cancel OK Fig 3 26 Copy element dialog box Simple element e Simple element environment parameters lists can only be copied as is Complex element e Complex element Tickets Activities it is possible to copy them into a new kind of elements e For instance it is possible to copy a Ticket the request into an Activity the task to manage the request e It is possible to select New kind of element Select new type corresponding to the kind of element Change the name Select whether the initial element will be indicated as the origin of the copied one For main items it is also possible to choose to copy links attachments and notes For Projects and Activities it is also possible to copy the hierarchic structure of activities sub projects sub activities Note e The new item has the status copied 54 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 Email detail Allows to send an informative email to defined recipients list Email detail of this Project manually enter email addresses Cancel OK Fig 3 27 Email detail dialog box Recipients list e The list is defined according to the role of the recipient See ProjeQtOr roles e Flag on the role checkbox to define the recipients list Checkbox other e Flag on the checkbox other to manually enter email addresses Message e The message that will
20. Is a resource Is this contact also a resource Is a user Is this contact also a user Closed Flag to indicate that contact is archived Description Complete description of the contact Required field Field Is a resource e Check this if the contact must also be a resource e The contact will then also appear in the Resources list 13 9 Contacts 207 ProjeQtOr User guide Release 5 1 Field Is a user Section Address Full address of the contact Section Miscellanous e Check this if the contact must connect to the application e You must then define the User name and Profile fields e The contact will then also appear in the Users list Field Description Don t receive team mails Flag to indicate that resource don t want to receive team mails 208 Chapter 13 Environmental parameters ProjeQtOr User guide Release 5 1 13 10 Recipients The recipient is the beneficiary of bill payments Recipients are mainly defined to store billing information Section Description Field Description Id Unique Id for the recipient Name Short name of the recipient Company number Company number to be displayed on the bill Legal notice Legal notice for the recipient Tax number Tax reference number to be displayed on the bill Tax free Flag to indicate that tax is automatically set to zero for this recipient
21. It is displayed on Today screen for each project Section Description Field Description Id Unique Id for this value Name Name of this value Sort order Number to define order of display in lists Closed Flag to indicate this value is archived Required field 17 6 Trends The trend is a manual indicator for the global trend of project health It defines in a visual way the health trend of the project It is displayed on Today screen for each project Section Description Field Description Id Unique Id for this value Name Name of this value Color Color to display the trend in element lists and on today screen Icon Icon that can be displayed for this trend Sort order Number to define order of display in lists Closed Flag to indicate this value is archived Required field Field Icon e If no icon is defined color is used e You can define your own icons list see administration guide 17 5 Overall progress 245 ProjeQtOr User guide Release 5 1 17 7 Likelihoods The likelihood is the probability of a risk or an opportunity to occur Section Description Field Description Id Unique Id for this value Name Name of this value Value Value of likelihood value Value in percent Color Color to display the likelihood in element lists Sort order Number to define order of display in lists
22. e Click on to remove the report from the list Direct display Select a report to display in print mode without leaving the current screen E sena document to printer 2015 3 A a parameters Pone 10 Monthly availability of resources 23 10 2015 20 22 1 peat work 2 planned unit for workload days 01 02 03 08 05 06 07080911022 1211311411511617 1819 20 21 122123 26 2526 27 28 2930 32 project manager 1 05 00000 00000 00000 00000 m analyst A 1 7 OBR oa 2 2 a 1 oa fa 2 2 2 00 2 2 2 2 2 0H 22 analyst B aaa poo apa a a poa jaja 2 2 poppa nanan r7 analyst C nn poppa Aa poppan nanan r7 web developer s s isfofojs s s s s pos s s s safo s s s s s Mlos s s s s f l 110 swing developer s__ s sjoljo s s s s s ojo s s s s s ojo s s s s s ojo s s s s s o uo multi developer s_ s s o o s s s5 5 s5 o 0 5 s s s s ojo s s 5 5 s ojo s s 5 5 s o uo admin wpn gt poo a RUESEREMES a 2 9 1 r7 Fig 6 10 Print preview dialog box 6 7 Reports 119 ProjeQtOr User guide Release 5 1 120 Chapter 6 Follow up CHAPTER 7 Document management ProjeQtOr integrates an easy to use Document Management feature 121 ProjeQtOr User guide Release 5 1 7 1 Documents A document is a referential element that gives a description of a product or a project A document must be linked either t
23. e Quality management e Risks management e Perimeter management e Documents management e Commitments management e Tools 1 1 Planning management ProjeQtOr provides all the elements needed to build a planning from workload constraints between tasks and resources availability Project The project is the main element of ProjeQtOr It is also the highest level of visibility and definition of access rights based on profiles You can define profiles some have visibility on all projects others only on the projects they are assigned to You can also define sub projects of a project and sub project of sub projects without limit to this hierarchical organi zation This allows for example to define projects that are not real projects but just a definition of the structure for your organization Activity An activity is a task that must be planned or includes other activities This is usually a task that has a certain duration and should be assigned to one or more resources Activities appear on the Gantt Planning view Milestone A milestone is an event or a key date of the project Milestones are commonly used to track delivery dates or force a start date of activity They can also be used to highlight the transition from one phase to the next one Unlike activities milestones have no duration and no work 4 Chapter 1 Features ProjeQtOr User guide Release 5 1 Resources Resources can be assigned to a
24. Answers can also simplify your life on such exchanges which often end up as a game of Ping Pong with a poor Excel sheet in the role of the ball when it is not a simple email exchange Product and Version ProjeQtOr includes Product management and Product Versions Each version can be connected to one or more projects This allows you to link your activities to target version This also allows to know in the case of Bug Tracking the version on which a problem is identified and the version on which it is or will be fixed 1 7 Perimeter management 11 ProjeQtOr User guide Release 5 1 1 8 Documents management ProjeQtOr offers integrated Document Management This tool is simple and efficient to manage your project and product documents ProjeQtOr supported only digital document Document file will be stored in the tool as versions Document can be versioning and an approver process can be defined Directories structure management e Allows to define a structure for document storage e Directories structure is defined in Document directories screen Document management e Documents screen allows to manage documents Document access e Global definition of directories is directly displayed in the document menu to give direct access to documents depending on the defined structure e See Menu and Documents windows 12 Chapter 1 Features ProjeQtOr User guide Release 5 1 1 9 Commitments m
25. Criticality Global evaluation level of the risk Cost of impact Impact cost of the risk Project reserved cost The reserve amount according to the risk likelihood Origin Element which is the origin of the risk Cause Description of the event that may trigger the risk Impact Description of the estimated impact on the project if the risk occurs Description Complete description of the risk Required field Field Criticality e Automatically calculated from Severity and Likelihood values See Criticality value calculation e Value can be changed Section Treatment Field Project reserved cost e Automatically calculated from the percentage defined to the likelihood Field Description Status Actual status of the risk Responsible Resource who is responsible for the treatment of the risk Priority Expected priority to take into account this risk Initial end date Initially expected end date of the risk Planned end date Updated end date of the risk Handled Flag to indicate that risk is taken into account Done Flag to indicate that risk has been treated Closed Flag to indicate that risk is archived Cancelled Flag to indicate that risk is cancelled Result Complete description of the treatment done on the risk Required field 174 Chapter 11 Risk amp Issue Management ProjeQtOr User guide Release 5 1 11
26. Operation The operation on the item insert or update Data The field modified Value before The value of the field before the update Value after The value of the field after the update Date Date of change operation User Name of the user who operated the change Displaying the history of changes e The user parameter Display history allows to define whether the history of changes appears in a section or in a dialog box e If the value On request is set the button 7 appears on the detail header window Click on to display the history of changes e If the value Yes is set the Change history section appears in the detail window Show Hide work History of Changes show work operation data value before value after delete Attachment 9 1OSE ENV 2319 CP par insert Attachment 9 108E ENV 2319 CP pdf update type Mod le Administratif update type Administratif Mod le update type Administratif validated work 0d Dd assigned work Dd od update color insert show work date 20 10 2015 20 10 2015 19 37 25 04 01 2014 18 36 06 04 01 2014 18 35 34 04 01 2014 18 34 38 01 09 2011 21 39 54 01 09 2011 20 32 16 close ser n O amin O aamin O aamin O amin omin Q min Fig 3 32 History of changes dialog box DIOSAS IIFA OOSTE 203215 HE eo cn Fig 3 33 Change history section e This button allows t
27. Section Files and Directories Definition of directories and other parameters used for Files management Warning Attachments Directory Should be set out of web reach Warning Temporary directory for reports Must be kept in web reach 20 3 Global parameters 277 ProjeQtOr User guide Release 5 1 Section Document Definition of directories and other parameters used for Documents management Warning Root directory for documents Should be set out of web reach Section Management of automated service CRON Parameters for the Cron process Defined frequency for these automatic functions e It will manage Alert generation Frequency for recalculation of indicators values Check alert Frequency for client side browser to check if alert has to be displayed Import Automatic import parameters Warning Cron working directory Should be set out of web reach Warning Directory of automated integration files Should must be set out of web reach Defined parameters for the Reply to process e It will manage connection to IMAP INBOX to retrieve email answers Note Email input check cron delay e Delay of 1 deactivates this functionality Note IMAP host e Must be an IMAP connection string e Ex to connect to GMAIL input box host must be imap gmail com 993 imap ssl INBOX Automatic import Field Automatic import cron delay Fiel
28. 1 2 3 Stakeholder definition ProjeQtOr allows to define roles of stakeholders The stakeholder definition is made with profile and a combination with user resource contact definition The combinations user resource contact allow to define e Connection to the application or not e Data visibility e Resource availability e Contact roles The next matrix shows the different possibilities Connection Visibility Availability URC Y Y UR F A oA UC NS lt 7 x U 2 4 x R x x Row legend e U User R Resource C Contact 20 Chapter 2 Concepts ProjeQtOr User guide Release 5 1 Data visibility Fig 2 1 Data visibility diagram User profile e To a user data visibility is based on its user profile e User profile defined general access to application functionalities and data e Base access rights defined if a user has access to own projects or over all projects All projects e This access right is typically reserved for administrators and supervisors e Users have access to all elements of all projects Own projects e Users with this access right must be affected to project to get data visibility e Selected profile in affectation allows to define access rights on project elements e For more detail see Project affectation 2 3 Stakeholder definition 21 ProjeQtOr User guide Release 5 1 Resource availability Fig 2 2 Resourc
29. 2 64 2 e PSR EOS Ae Ee REA SG oe PA eon es eA eS 227 NO Checklists is bo Gree Gash 6 9 a done bo doers Ca em be ew ee ee Soe de 228 15 7 Rec ivers list ooo 5 2 4 e bo Sa Sed ORE A a eA SG BAS 230 16 Access rights 231 1O Is PPOMNES sce sees sete A ee ath Gulp Aye ee Dx ae Sac ae ey Ao ee a 231 16 2 ACCESS Modes oia be be wee ee bea we SD ees bebe a a 234 16 3 ACCESS to forms La z es ls e A das a Be eevee pnd ae tia ao ds we ce Ge 235 16 4 ACCESS TO TEPOMS lt e i a ee a a ee ee a ae el a a N 235 16 5 Access to data project dependa ais e xs pr Baw Sed 4 Wee a ee es BA ie a 236 16 6 Access to datai not project dependant ss 2 204 sea pocas a ES ae R 236 16 SPECIMCIACCESS 2 20 A 2 tw da eee hee a e o 237 16 8 Translatable flame s casos LA ee YR eR ee ESR ee ee eR A ee 239 17 Lists of values 241 17 PUDCIONS lt a ee ee oe Ae PRA ewe a ae Oe SS aad 242 ARS ies a ta ev sy wks Gee chy Gece Ge rtinlig eh tis Ree he ates tt Gt i Sedan cae Gey hal dee a e eect Gets 243 17 3 Quality levels ea ma a Oe SER AERA we ee a eS 244 17 4 Healthstats lt 22 6 ead 2 ceded eA wa eA AG BaD Lee ee BA Be bad ae Bae eS 244 17 3 Overallsprostess s pi donee Ke eed ad be oe a EE ee pa eae ek 245 146 Trends A 245 Ted LikeloodS cs o eee A Sas e a A SR ee A 246 TAS Criticalities o oca a A A a A AAA Bee S 246 a A IR NO O a ee a as Gate 247 17 10 UTBEDCIES ici BA ea RE e a tae we ea ed oe eat 8 247 i i se RG 0 0 1 ares am a aE ge d dl ada inte E
30. 2 Opportunities An opportunity can be seen as a positive risk It is not a threat but the opportunity to have a positive impact to the project The risk management plan is a key point to project management e Identify risks and estimate their severity and likelihood e Identify mitigating actions e Identify opportunities e Follow up actions e Identify risks that finally occur becoming an issue Other sections Linked element Attachments e Notes Section Description Field Description Id Unique Id for the opportunity Name Short description of the opportunity Type Type of opportunity Project The project concerned by the opportunity Significance Level of importance of the impact for the project Likelihood Evaluation of the estimated improvement or positive impact on the project of the opportunity Criticality Global evaluation level of the opportunity Expected improvement Expected amount of the opportunity Project reserved gain The estimated gain according to the opportunity likelihood Origin Element which is the origin of the opportunity Opportunity source Description of the event that may trigger the opportunity Impact Description of the estimated positive impact on the project Description Complete description of the opportunity Required field Field Criticality e Automatically calculated from Significance and
31. 20708 je 2 19 aimin rra bl Soome contract code pasare rza je pm k 523708 Je E le 5297 65 Je Ju ona e ar Y External shortcuts donado o eR jen eres E EA is sub project of A A Geral hore ProjestOr RIA sponsor zl progress 14 expected 16 mes 1 zs res O I manager external proyectiead y Bi assign to me QOH maron BEBO 16 je a poe E es version storas enovas ooa Pl Be co so E om UE Or Tae Aa nesitn status B suven i am sone ly AZ cuaiy leva as E aoet i 1 l l 1 Affectations G 1 Item identifier e Identifies the item with the element name and the item id Each element is identified with a distinctive icon 2 Creation information Information on the item issuer and creation date Note Administrator can change information 3 1 Global view 51 ProjeQtOr User guide Release 5 1 3 Buttons Click on L to create a new item Click on bed or use shortcut key Cont rol s to save the changes Click on to get a printable version of the details Click on to get a printable version of the details in PDF format Click on 1to copy the current item See Copy item Click on to cancel ongoing changes Click on to delete the item Click on to refresh the display Click on H to send details of item by email See Email detail Click on 3 to update several items in one operation See Multiple upda
32. 248 IEIZ Risk 1 velS sora hee RG ee eee Ae eB Ee A Sas 248 A3 SAA E ne es ee SR a ee E S 249 1714 BANCIENCIES s e ks Gees e GS Gow ow Be bee eee Bae eo ew bee be Ge ee e 249 17 15 Baymentdeadlimes 2 24 4 ud 840 abi been ENS EA eee dde O aS 250 17 160 Payment methods e lt span WE ES Se Re eS 250 V17 Delivery MOdES tits Hine a SEE BM ae a BE BAe a Bh a ee g 251 71S Measures 2000 geo enti be ame een BR BOE es Ek ae Bw Ge Re a BO eS oe A 251 18 Lists of types 253 18 1 Projects types cere a dd e ORAS EEA eee a e 255 18 2 Wiekets types os coe eoa eb eB BO a SS bse a oe BS ey Sow i 256 18 3 Activites TYPES once oe Se EY Ae Se ee oa Re ee ee E EN 256 USA Milestones peste A EA E Ee NS a We eee ee 257 18 57 Quotations YPES s 22 asia Gack Sane a BGR a ee oe e 257 18 6 Orders types e ga s a e de A Pe Sew ha eee RE 258 18 7 Individual expensesitypes lt mers a e A A E a E a Ee eS 258 1353 Projectrexpenses types e tog id Neel BG A Bee SG 259 18 9 Expenses details types s ista ee ek al Sas Sed He wae ae A Be ee ag Bose a 260 18 10 Bills types 0 52254 G4 bo wae koe Oe ade tae wee eA ed hoe eat N 261 18 11 Payments types io sb es eh a OP A BO Se SR Ge SS Bey Bow i 261 18 12 RISKS TYDES e se BNE Roe eee ee be eR RRA eee A Pe ee 262 18 13 Opportunites types s coren ie Be ARE RSS Bae hE SEES Bh ee RES SG 262 18 14 ACHOnS TYPES she a eek Bs GA SR eh Pee eb eee he eed be ee ba 263 18 15 Issues types a 445 Bd EEE id Ee
33. 3 7 Navigation buttons zone e The navigation buttons 4 P give access to previous and next items in the history Button New tab e Allows to open a new tab within the same session CD M3 1 3 E show closed items O progress validated end Fig 3 8 Button New tab zone 36 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 3 1 2 Logo area requirements amp tests a a sens gt vem O pas AN Hisk Issue Management ke JK Toos ee de contras a automation J Parameters ag validated planned real requested fia resource profile startdate end date rate a y ar aere osyos211 0 09 2051 ososan omm Agli ima Mopar Bie Meee 19 09 2015 B 9g 10 wen developer Project Member m duration 1027 Je 2027 e a 1027 Je mir TEER 7 amp 9 coo sen LIRA rene Project Mem a Mal a a a a A a J K 5 exemal projec Edema Project w bil contact O wore fino Ja posa Ja pez o oa 2R S a taader ER project code 001 003 pia le sses ic s00 e sza era PR amin Administrator w jocume contract cose X23 472 722 pees le Gatas ESTER E le 625760 Je 2 pone ess a fate External shortcuts tetera ok PR ema msns Fora sus w project one is sub
34. 4 Bill line dialog box Manual billing Table 10 4 Fields of bill line dialog box Manual billing Field Description N Number of the line Amendment Flag to indicate this is an amendment line Description Description of the line Detail Detail of the line Price Unitary price of element measure unit Quantity Quantity of element Amount Amount for the line Price x Quantity Field Amendment e This field is used for amendment values in order detail 168 Chapter 10 Financial ProjeQtOr User guide Release 5 1 10 7 Terms A term is a planned trigger for billing You can define as many terms as you wish to define the billing calendar Note e Terms are mandatory to bill Fixed price project e A term can be used just one time The bill name will be displayed A term has triggers e You can link the activities that should be billed at this term e A summary of activities is displayed for validated and planned amount and end date e Validated and planned values play the role of reminder e You can use these values to set real amount and date Other sections e Notes Section Description Field Description Id Unique Id for the term Name Short description of the term Project The project concerned with the term Bill Bill name that uses this term Closed Flag to indicate that term is archived R
35. A A Fig 5 6 Columns validation zone Note e This control is not blocking 102 Chapter 5 Real work allocation ProjeQtOr User guide Release 5 1 Automatic status change Status can change automatically depending on whether real work is entered or no more left work Automatic status change is defined in Global parameters screen Display of icons e An icon will be displayed on the task if a status change is applicable e F Due to real work is entered the task status will be changed to the first handled status The real work is entered but the task status will not change because at issue is occurring e F Due to no more left work the task status will be changed to the first done status amp No more left work but the task status will not change because at issue is occurring Note e Move the cursor over the icon to see the message Common issue e Ifa responsible or a result are set as mandatory in element type definition for the task It s impossible to set those values by real work allocation screen e The change status must be done in treatment section on the task definition screen Entering real work is in excess of the number of days specified e This alert box appears when the real work to a resource is entering ahead of time e The number of days in advance resource can enter his real work is defined in max days to book work param eter in Global parameters screen
36. Checklists that will allow for instance to ensure that a process is applied Reports Many Reports are available to track activity on projects some displayed as graphs Allis traced Finally thanks to ProjeQtOr everything is traced You can follow up in a centralized and collaborative way the various elements you used to follow up or not in many Excel sheets list of Questions amp Answers recording Decisions impacting the project management of documents configuration follow up of meetings In addition all updates are tracked on each item to keep and display an history of the life of the item 1 5 Quality management 9 ProjeQtOr User guide Release 5 1 1 6 Risks management ProjeQtOr includes a comprehensive risks and opportunities management including the action plan necessary to mitigate or treat them and monitoring occurring problems Risks A Risk is a threat or event that could have a negative impact on the project which can be neutralized or at least minimize by predefined actions The risk management plan is a key point of the project management Its objective is to e identify hazards and measure their impact on the project and their probability of occurrence e identify avoidance measures contingency and mitigation in case of occurrence mitigation e identify opportunities e monitor the actions of risks contingency and mitigation e identify risks that eventually do happen so they be
37. Closed Flag to indicate this value is archived Required field Field value e This field is used to calculate a reserve amount according to the likelihood of risk or opportunity 17 8 Criticalities The criticality is the importance of an element to its context Risk and Opportunity e The criticality designs the level of impact the risk or opportunity may have to the project Ticket e The criticality is the estimated impact that the subject of the ticket may have for the product Section Description Field Description Id Unique Id for this value Name Name of this value Value Value of criticality Color Color to display the criticality in element lists Sort order Number to define order of display in lists Closed Flag to indicate this value is archived Required field 246 Chapter 17 Lists of values ProjeQtOr User guide Release 5 1 17 9 Severities The severity designs the level of negative or positive impact the risk or opportunity may have for the product Section Description Field Description Id Unique Id for this value Name Name of this value Value Value of severity Color Color to display the severity in element lists Sort order Number to define order of display in lists Closed Flag to indicate this value is archived Required field 17 10 Urgencies The ticket urgency is an element given by
38. Confirmation Q You entered real work in the future over the 7 expected days Do you confirm Cancel OK Fig 5 7 Real work over expected days alert 5 1 Real work allocation 103 ProjeQtOr User guide Release 5 1 104 Chapter 5 Real work allocation CHAPTER 6 Follow up The main activity of Project Leader is to measure progress analyse situation and take decisions In order to ease his work ProjeQtOr provides several reporting tools from the well know Gantt chart to many reports 105 ProjeQtOr User guide Release 5 1 Contents Today Section Messages Section Start guide Section Projects Sections Tasks Extending section 6 1 Today This screen allows user to have a global view of its projects and tasks Note e This screen is the first to be displayed on each connection e You can define other screen will be displayed in Users parameters screen 6 1 1 Section Messages Welcome to ProjectOr web application Fig 6 1 Messages section Messages e Messages are displayed depends on affected project or user profile e Every message is component by title and message O e Messages are defined in Messages screen Print e Click on to print Today screen 106 Chapier 6 Follow up ProjeQtOr User guide Release 5 1 Parameters e Click on to access screen parameters Today parameters Period for tasks sele
39. E seon Pli pec anager gt ee JOA sens ences orar F ma a ns rete a craton 1027 4 1027 1027 Ea Proja ener 5 Co A validated real ter JE a _ w AS smon a a a A A eer le 20588 je Documents aso elzszia Je 20798 je le 6500 Je 6 297 58 0 le 6297 68 Je External shortcuts JEE aa aw Sra one e AM totals 6 le 33054 e 1077 ent 25214 Boost es e So prope 18 expected 16 re pora Q maron ESTEE 16 E pnonty 500 aa amp RE Su pro Project one maintenance a project one ceveiopement Projetor Fig 3 1 Global view P R miasa mano QUEEN 32 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 Area separation e The splitters allow resizing areas in the interface e The green splitter allows to resize the areas Menu and Documents window and Message and Link win dow The red splitter allows to resize the areas left and right e The orange splitter allows to resize the areas List window and Detail window E Fation up Requirements amp tests ad rra A Fisk amp Issue Management ES Review logs E toot GG Environmental parameters controis amp automation of Parameters A Project 1 15 08 2015 19 0
40. Likelihood values See Criticality value calculation e Value can be changed Field Project reserved gain e Automatically calculated from the percentage defined to the likelihood 11 2 Opportunities 175 ProjeQtOr User guide Release 5 1 Section Treatment Field Description Status Actual status of the opportunity Responsible Resource who is responsible for the opportunity Priority Expected priority to take into account this opportunity Initial end date Initially expected end date of the opportunity Planned end date Updated end date of the opportunity Handled Flag to indicate that opportunity is taken into account Done Flag to indicate that opportunity has been treated Closed Flag to indicate that opportunity is archived Cancelled Flag to indicate that opportunity is cancelled Result Complete description of the treatment of the opportunity Required field 176 Chapter 11 Risk amp Issue Management ProjeQtOr User guide Release 5 1 11 3 Criticality value calculation Criticality value is automatically calculated from Severity Significance and Likelihood values Criticality Severity Significance and Likelihood values are defined in lists of values screens See Criticalities Severities and Likelihoods screens In the previous screens a name of value is set with numeric value Criticality numeric value is determined by a s
41. User guide Release 5 1 15 4 Indicators It is possible to define indicators on each type of element Depending on type of elements the type of indicators that can be selected in list differs Some indicators are based on delay due date some on work some on cost For each indicator a warning value and an alert value can be defined Section Description Field Description Id Unique Id for the indicator definition Element The elements the indicator applies to Type Type of the elements the indicator applies to Indicator Indicator applies to Reminder Delay before due date or of work or or cost to send a warning Alert Delay before due date or of work or or cost to send an alert Closed Flag to indicate that delay definition is archived Section Mail receivers e List of addresses of the mails e The list is not nominative but defined as roles on the element e Each addressee will receive mail only once even if a person has several checked roles on the element e See Receivers list for receivers detail Section Internal alert receivers e List of addresses of the internal alert e The list is not nominative but defined as roles on the element e See Receivers list for receivers detail 226 Chapter 15 Controls amp Automation ProjeQtOr User guide Release 5 1 15 5 Predefined notes The predefined note set the possibility to define some predefin
42. an email Closed Flag to indicate that status mail is archived Field Type e If not set the event is valid for every type of the element Section Mail receivers e List of addresses of the mails e The list is not nominative but defined as roles on the element e Each addressee will receive mail only once even if a person has several checked roles on the element e See Receivers list for receivers detail 224 Chapter 15 Controls amp Automation ProjeQtOr User guide Release 5 1 15 3 Delays for tickets It is possible to define a default delay for tickets for each ticket type and each ticket urgency Note e On creation the due date will automatically be calculated as creation date delay Section Description Field Description Id Unique Id for the delay definition Ticket type Ticket type the delay applies to Urgency Urgency of ticket the delay applied to Value Value of delay Closed Flag to indicate that delay definition is archived Required field Field Value e Unit for the value can be Days simple calculation as days Hours simple calculation as hours Open days calculation excluding days off weekends and days off defined on calendar Open hours calculation only on the standard open hours defined in Global parameters screen 15 3 Delays for tickets 225 ProjeQtOr
43. be display for projects level depending on selection One line is displayed per activity The Gantt bars for activities are hare split in two real work in grey planned work in green This makes appear some planning gap between started work and planned work Links between activities are displayed only into the resource group Links existing between tasks on different resources are not displayed Left work can be displayed on the right of task bars using corresponding selection All others behaviors are similar to the task planning screen 6 5 Resource Planning 115 ProjeQtOr User guide Release 5 1 6 6 Diary Allows to display planned task to a resource on a calendar view This view can be monthly weekly or daily Just click on any task to access directly Note On mouse over the task e You can see a short information about the task Day colors e Yellow day Current day e Grey days Days off 116 Chapter 6 Follow up ProjeQtOr User guide Release 5 1 Calendar selector July 2015 Fig 6 7 Calendar selector Period e Display the month week or day 1st day 2 e Allows to select the displayed calendar The first day of mouth or the week is displayed Resource e Allows to select the resource calendar Show done items amp Show closed items e Allows to display or not the done and closed items Top buttons O e Allows to change current mo
44. be included in the body of the email in addition to a complete description of the item Save as note e Flag on to indicate the email message will be saved as a note 3 1 Global view 55 ProjeQtOr User guide Release 5 1 Multiple update Allows to update several items in one operation e The fields that can be updated depends on the element e The fields are grouped by section e Click on amp to quit the multiple mode window Select items The selection of items can be done by selecting them in the list window e Or use checkboxes to select unselect all items in the list e The count of items selected is displayed AA MO Fig 3 28 Multiple mode item selection Za Multiple mode change is sub project of to 4 RARA change type to 4 change user to 4 change bill contact to 4 add to description Treatment change status to 4 4 lelle change manager to Change validated start date to change validated end date to add new public note public note Fig 3 29 Multiple mode window Apply updates e Click on led to save updates on selection e Click on to delete all selected items e The update will be applied to all the items if possible and a report will be displayed on the right 4 56 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 Checklist Allows to fill a checkli
45. button allows to affect all team members of a project The affectation dialog box will be displayed 13 6 Teams 203 ProjeQtOr User guide Release 5 1 13 7 Calendar Concepts Resource calendar This tool allows to define calendars How it works e It allows to define exceptions to the default definition e In default definition week days are days work and weekend days are days off Note e Exceptions can be defined for the current year and the next years Default calendar e A calendar named default is already defined e By default this is the calendar of all resources e Days off defined in this calendar is displayed in Gantt real work allocation and diary e It cannot be deleted Specific calendar e A specific calendar can be created to define days off and work to a resource e Days off defined in this calendar is displayed in real work allocation and diary Import calendar definition e It is possible to import exceptions definition of a calendar in another e Existing exceptions of current calendar are not changed Note The calendars are not linked e You have to re import the definition to apply changes 204 Chapter 13 Environmental parameters ProjeQtOr User guide Release 5 1 Section Description Table 13 11 Description section fields Field Description Id Unique Id for the calendar Name Name of the calendar
46. element e Attachments e Notes 82 Chapter 4 Planning elements ProjeQtOr User guide Release 5 1 Section Description Table 4 2 Activity description section fields Field Description Id Unique Id for the activity Name Short description of the activity Activity type Type of activity Project The project concerned by the activity External reference External reference of the activity Requestor Contact at the origin of the activity Origin Element which is the origin of the activity Description Complete description of the activity Required field Section Treatment Table 4 3 Activity treatment section fields Field Description Parent activity Parent activity for grouping purpose Status Actual status of the activity Responsible Resource who is responsible for the activity Handled Flag to indicate that activity is taken into account Done Flag to indicate that activity has been treated Closed Flag to indicate that activity is archived Cancelled Flag to indicate that activity is cancelled Target version The target version of the product that will deliver the object of the activity Result Complete description of the treatment done on the activity Required field 4 2 Activity 83 ProjeQtOr User guide Release 5 1 4 3 Milestone A Milestone is a flag in the planning to p
47. for items of this type see Workflows Sort order Number to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 18 22 Requirements types 267 ProjeQtOr User guide Release 5 1 18 24 Test sessions types Test session type is a way to define common behavior on group of test sessions Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Code Code of the type Workflow Defined the workflow ruling status change for items of this type see Workflows Sort order Number to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 18 25 Customers types Customer type is a way to define different status of customers prospects or clients Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Sort order Number to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 268 Chapier 18 Lists of types ProjeQtOr User guide Release 5 1 18 26 Behavior section e This section is common to several element types e Allows to deter
48. for this value Name Name of this value Color Color to display the quality level in element lists and on today screen Icon Icon that can be displayed for this quality level Sort order Number to define order of display in lists Closed Flag to indicate this value is archived Required field Field Icon e If no icon is defined color is used e You can define your own icons list see administration guide 17 4 Health status The health status is a manual indicator for the health of a project It defines in a visual way the global health of the project It is displayed on Today screen for each project as a Red Amber Green traffic light Section Description Field Description Id Unique Id for this value Name Name of this value Color Color to display the health status in element lists and on today screen Icon Icon that can be displayed for this health status Sort order Number to define order of display in lists Closed Flag to indicate this value is archived Required field Field Icon e If no icon is defined color is used e You can define your own icons list see administration guide 244 Chapter 17 Lists of values ProjeQtOr User guide Release 5 1 17 5 Overall progress The overall progress is a manual indicator for global progress of a project It defines in a visual way the global progress of the project independently from work progress
49. icon Stored filters no filter clause Filter Fig 3 21 Stored filters e Click on the filter name to apply X Click on no filter clause to reset the filter Y 3 1 Global view 47 ProjeQtOr User guide Release 5 1 Displayed columns This functionality allows to define columns displayed in the list for this element e Click on OK button to apply changes e Click on Reset button to reset the list to its default format Note e The columns display is defined for the user e The definition will be automatically applied in the next connection a Ely wbs sE E Z project name 10 E Y type 10 75 lt a E Y color E E Y project code 6 E Y customer name se E Y status s E Y health status se E Y progress 5i E Y validated end 8k E v planned end sk E Y done sk E Y closed sE E Y bill contact 10 E contract code 5 gt E customer code 515 Fig 3 22 Select columns to display dialog box Column selection e Use checkboxes to select or unselect columns to display Note e Id and name are mandatory fields e They cannot be removed from display Columns order e Use the selector area to reorder fields with drag amp drop feature 48 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 Column size e Use the spinner button to change the width of the field e Width is in of the total list width e The minimum widt
50. in the real work entry in this activity e You can specify a function in field main function or in resource cost definition e You can manage function list in Functions screen Main function A main function can be defined in a resource e Allows to define a default function to a resource Resource cost definition e Allows to define for a resource the daily cost for a specific period of time for a specific function e Allows to define distinct cost for different resource function Example e A resource can work in a different function in a different department from the same company e Allows to define distinct cost to the same function but for different period of time Example e You can set the salary increase of the resource cost for the next period Real cost calculation e When real work is entered the real cost is calculated with work of the day and daily cost for this period Planned cost calculation e When the project planning is calculated resource cost is used to calculate planned cost e Planned cost is calculated with planned work of the day and daily cost for this period Note Function and cost are defined in Resources screen 2 6 Resource function and cost 27 ProjeQtOr User guide Release 5 1 2 7 Resource calendar A calendar defines the working days in a the year A calendar is defined for each resource Used for Planning process e Calendars ares
51. into service date of the version End date Initial planned and real end dates of the version Description Complete description of the version Required field Field Prime contractor e Can be different from product prime contractor Field Entry into service e Done is checked when real is set Field End date e Done is checked when real is set corresponding to closed version 13 2 Versions 193 ProjeQtOr User guide Release 5 1 Section Projects linked to this version Projects can be directly linked to version Link version to projects management e Click on to create a new link to project e Click on to update an existing link to project e Click on X to delete the corresponding link to project Project Version link version Version 1 Cancel OK Fig 13 1 Project Version link dialog box Table 13 3 Project Version link dialog box fields Field Description Project Project linked to the version Version Current version Start date Start date for validity of the link End date End date for validity of the link Closed Flag to indicate that link is not active any more without deleting it 194 Chapter 13 Environmental parameters ProjeQtOr User guide Release 5 1 13 3 Affectations Concepts e Profiles definition e Stakeholder definition e Project affectation Allows to manage proje
52. is the translated name 231 ProjeQtOr User guide Release 5 1 e See Translatable name New profile e The value of field Name must be a significant name and must not contain spaces or special characters e Ideally the value of the field should start with profile to be easily identified in the translation table 232 Chapter 16 Access rights ProjeQtOr User guide Release 5 1 Section Description Field Description Id Unique Id for the profile Name Name of the profile Profile code A code that may be internally used when generating emails and alerts Sort order Number to define order of display in lists Closed Flag to indicate that profile is archived Description Complete description of the profile Field Profile code e ADM will designate administrator e PL will designate project leader 16 1 Profiles 233 ProjeQtOr User guide Release 5 1 16 2 Access modes The access mode defines a combination of rights to read created update or delete items Each access is defined as scope of visible and updatable elements that can be e No element No element is visible and updatable e Own elements Only the elements created by the user e Elements he is responsible for Only the elements the user is responsible for Elements of own project Only the elements of the projects the user resource is affected to e All elements on
53. of the imported file must fit the element type description To know the data that may be imported click on the button Names of columns The first line of the file must contain the name of the fields Note e Names of columns can contain spaces to have better readability e The spaces will be removed to get the name of the column Hint Look into the model class The names are the same Date format e Dates are expected in format Y Y Y Y MM DD 14 4 Import data 217 ProjeQtOr User guide Release 5 1 14 4 2 Data import process Operations are performed depending on whether the element type the column or the column value Column Id You may or may not add an id column in the file Column id exists and id is set in a line e The import will try to update the corresponding element and will fail if it does not exist Column id does not exist or if id is not set in a line e The import will create a new element from the data Linked tables For columns corresponding to linked tables idXxxx you can indicate as the column name either idXxxx or Xxxx without id or the caption of the column as displayed on screens Numeric value e If the value of the column is numeric it is considered as the code of the item Non numeric value e If the value of the column contains non numeric value it is considered as the name of the it
54. on pre ceding test or missing prerequisite e Failed Test has returned wrong result Note e When status is set to failed the reference to a ticket must be defined reference to the incident e The referenced ticket is automatically added in linked element Test session must be defined to a product or a project It can be applied to both Product version e A given version of the product can be defined meaning the test session is valid at this version Rights management e Linking test session to a project will limit the visibility respecting rights management at project level Planning element e A test session is a planning element like activity e A test session is a task in a project planning e Allows to assigned resource and follow up progress Predecessor and successor elements e Test sessions can have predecessors and successors e This defines some dependencies on test cases or planning constraints 144 Chapter 9 Requirements et Tests ProjeQtOr User guide Release 5 1 Other sections e Assignment e Progress e Summary of test cases e Predecessor and Sucessor element e Linked element e Attachments e Notes Section Description Table 9 7 Description section fields Field Description Id Unique Id for the test session Name Short description of the test session Session type Type of test session Project The project c
55. payment fee Bill Bill concerned with the payment Bill reference Reference of bill Customer Customer of bill Recipient Recipient of bill Bill amount Amount of bill Closed Flag to indicate that payment is archived Required field 172 Chapter 10 Financial CHAPTER 11 Risk amp Issue Management Contents e Risks e Opportunities e Criticality value calculation e Issues e Actions 11 1 Risks A risk is any threat of an event that may have a negative impact to the project and which may be neutralized or at least minimized through pre defined actions The risk management plan is a key point to project management e Identify risks and estimate their severity and likelihood e Identify mitigating actions e Identify opportunities e Follow up actions e Identify risks that finally occur becoming an issue Initial and planned end dates e Possibility to define indicators to follow the respect of dates values e See Indicators screen Other sections e Linked element e Attachments e Notes 173 ProjeQtOr User guide Release 5 1 Section Description Field Description Id Unique Id for the risk Name Short description of the risk Type Type of risk Project The project concerned by the risk Severity Level of importance of the impact for the project Likelihood Probability level of the risk to occur
56. reference of the document Description Description of the version 7 1 Documents 125 ProjeQtOr User guide Release 5 1 Field Update e A version can have a draft status that may be removed afterwards Field Is a reference e Should be checked when version is validated e Only one version can be the reference for a document e Reference version is displayed in bold format in the versions list Field Description May be used to describe updates brought by the version e This icon appears when the description field is filled e Moving the mouse over the icon will display description text 126 Chapter 7 Document management ProjeQtOr User guide Release 5 1 Section Approvers This section allows to manage approver list of a document Table 7 4 Approver list fields Field Description Id Id of the approver Name Name of the approver Status Status of the approval of the last version of document Button Approve now e This button appears in approver list e Just click on the button to approve the latest version of the document Button Send a reminder email to the approvers e This button allows to send a reminder email to all the approvers who have not yet approved the document Approver list management e Click on to add a new approver e Click on X to delete the approver Section Lock This section allows to manage documen
57. see Workflows Sort order Number to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 262 Chapier 18 Lists of types ProjeQtOr User guide Release 5 1 18 14 Actions types Action type is a way to define common behavior on group of actions Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Code Code of the type Workflow Defined the workflow ruling status change for items of this type see Workflows Sort order Number to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 18 15 Issues types Issue type is a way to define common behavior on group of issues Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Code Code of the type Workflow Defined the workflow ruling status change for items of this type see Workflows Sort order Number to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 18 14 Actions types 263 ProjeQtOr User guide Release 5 1 18 16 Meetings types Meeting typ
58. test case is archived Cancelled Flag to indicate that test case is cancelled Prerequisite List of steps that must be performed before running the test Expected result Description of expected result of the test Summary Summary of test case run status Required field Field Prerequisite e If left blank and test case has a parent parent prerequisite will automatically be copied here Section Test case runs e This section allows to display a complete list of test case runs These are links of the test to test sessions e This list also displays the current status of the test in the sessions Note e To go click on the corresponding test session Table 9 6 Test case runs list fields Field Description Test session Composed of session type Id and description Status Current status of the test case run in the test session 9 2 Test cases 143 ProjeQtOr User guide Release 5 1 9 3 Test sessions A test session defines all the tests to be executed to reach a given target Define in the test case runs all test cases will be running to this test session For each test case run sets the status of test results Test case run status Test case run status is e Planned Test to be executed e Passed Test passed with success result is conform to expected result e Blocked Impossible to run the test because of a prior incident blocking incident or incident
59. the type Workflow Defined the workflow ruling status change for items of this type see Workflows Sort order Number to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 18 19 Messages types Message type is a way to define common behavior on group of messages appearing on today screen Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Color Display color for messages of this type Sort order Number to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 18 18 Questions types 265 ProjeQtOr User guide Release 5 1 18 20 Documents types Document type is a way to define common behavior on group of documents Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Code Code of the type Workflow Defined the workflow ruling status change for items of this type see Workflows Sort order Number to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 18 21 Contexts types Context type is defining a fixed li
60. to items of elements Table 3 6 Fields of attachments list Field Description Id Unique Id for the attachment File File name or hyperlink Date Date of creation of the attachment User User who created the attachment Select an attachment e Select an attachment depends on whether is a file or a hyperlink Click on to download attachment file Click on to access to hyperlink Click on to view the PDF file online Delete an attachment e Click on X to delete an attachment 74 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 Add an attachment e Click on to add an attachment file to an item Dialog box Attachment file will be displayed e Click on 2 to add hyperlink to an item Dialog box Hyperlink will be displayed Attachment file Note To upload a file e Select file with Browse button or drop the file in drop files here area e Attached files are stored on server side e Attachments directory is defined in Global parameters screen Attachment file Browse description public team private O Cancel OK Fig 3 49 Attachment file dialog box Hyperlink Note Hyperlink e Enter hyperlink in Hyperlink field Attachment hyperlink description public team O private O Cancel OK Fig 3 50 Hyperlink dialog box Table 3 7 Fields of attachment dialog box
61. type is linked to a billing type So the billing type is automatically defined for the selected project Billing type will influence bill line format At terms e A term must be defined to generate the bill generally following a billing calendar e Used for instance for Fixed price projects On produced work e No term is needed e The billing will be calculated based on produced work for resources on selected activities on a selected period e Used for instance for Time amp Materials projects On capped produced work No term is needed e The billing will be calculated based on produced work for resources on selected activities on a selected period e Used for instance for Capped Time amp Materials projects Note e Taking into account that total billing cannot be more than project validated work Manual e Billing is defined manually with no link to the project activity e Used for instance for Any kind of project where no link to activity is needed Not billed e No billing is possible for these kinds of projects e Used for instance for Internal projects amp Administrative projects 162 Chapter 10 Financial ProjeQtOr User guide Release 5 1 Other sections e Linked element e Attachments e Notes Section Description Field Description Id Unique Id for the bill Name Short description of the bill Bill type Type of bill Project The proj
62. types Payment type is a way to define common behavior on group of payments Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Workflow Defined the workflow ruling status change for items of this type see Workflows Sort order Number to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 18 10 Bills types 261 ProjeQtOr User guide Release 5 1 18 12 Risks types Risk type is a way to define common behavior on group of risks Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Code Code of the type Workflow Defined the workflow ruling status change for items of this type see Workflows Sort order Number to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 18 13 Opportunities types Opportunity type is a way to define common behavior on group of opportunities Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Code Code of the type Workflow Defined the workflow ruling status change for items of this type
63. used in planning process whose dispatches work on every working day e During the planning process the assigned work to a resource is planned in its working days Note e You must re calculate an existing planning to take into account changes on the calendar Shows the availability of resources e Working days defined in a calendar allows to show availability of resources Default calendar e The default calendar is used to define the working days in the year e By default this calendar is defined for all resources Specific calendar e A specific calendar can be created to define days off and work to a resource Note A calendar is set in Resources screen The calendar can be defined in Calendar screen 28 Chapter 2 Concepts ProjeQtOr User guide Release 5 1 Use case Public holiday e You can use the default calendar to set public holidays Personal calendar e You can create a calendar to a resource e This calendar will indicate the personal days off and vacations Work schedule e You can define a different work schedule to some resources e This calendar defined exceptions to normal working days 2 7 Resource calendar 29 ProjeQtOr User guide Release 5 1 2 8 Photo A photo can be defined for a user a resource and a contact It is a visual identification associated with the name Note e To enlarge move the cursor over the pic
64. view of who is online Note e The administrator has the possibility to force the disconnection of any user except his own current connection see Administration console 274 Chapter 20 Administration ProjeQtOr User guide Release 5 1 20 3 Global parameters Global parameters screen allows configuration of application settings Note Tooltip e Moving the mouse over the caption of a parameter will display a tooltip with more description about the param eter Section Daily work hours e Definition of regular work hours e Used to calculate delays based on open hours Section Units for work e The parameters to real work allocation and workload Fields Unit for real work allocation and for all work data e Definition of the unit can be in days or hours Note e If both values are different rounding errors may occur e Remember that data is always stored in days e Duration will always be displayed in days whatever the workload unit Number of hours per day e Allows to set number of hours per day Max days to book work e Allows to set a max of days resource can enter real work without receiving an alert Section Planning e Specific parameters about Gantt planning presentation Show resource in Gantt e Select if the resource can be displayed in a Gantt chart and format for display name or initials Max projects to display e Defines maximum number of project
65. 9 2015 20 207 2005 2009 2005 73 _ 24 05 2015 24 09 2015 Aa EE validated planned real requested fia resource profile startdate end date ate c exe y sertante oso esoo osea oem o Peer ar a same proieet one aai 2015 E a y a E 197087 a PRE re decir oo is y soon 1027 Ja 1027 TE pS customer demone AAA SSA asigna real tere aaa AS o i 5 aera m bil contact aR A von too Jafos Ja pea Jaz ja jasa Ja ZRS ra E pra coso E on arado AR E j soma w Documents ee eae ae Ses Cc een ache Sey ee a EE External shortcuts customer code eee ae FH mamas Pop cues 100 project one is sub project of HAH tctat cost 2 le 33054 Je ros7r enle 25212 fe BeosLeide PR temai prejet Entera Project 100 Project Or RIA yess 14 expected 164 ines rc vm aa A J A movin BE 16 len ET gt verson start date end date closed 7 priority 500 3 5 amp gt aw Sub projects praject one maintenance Serent rame status eed REEE E aA gt Successor element er Qo element name status overal A rz R mes 2a Project two enregistr tm planning O Console messages Projeqtor Fig 3 2 Area separation 3 1 Global view 33 ProjeQtOr User guide R
66. Chapter 10 Financial ProjeQtOr User guide Release 5 1 10 8 Activities prices Activity price defines daily price for activities of a given activity type and a given project This is used to calculate a billing amount for billing type On produced work and On capped produced work Section Description Field Description Id Unique Id for the activity price Name Short description of the activity price Project The project concerned with the activity price Activity type Type of activities concerned with the activity price Price of the activity Daily price of the activities of the given activity type and the given project Sort order Number to define order of display in lists Closed Flag to indicate that activity price is archived Required field 10 8 Activities prices 171 ProjeQtOr User guide Release 5 1 10 9 Payments Allow to define payment of bills The bill keeps track of payment Section Description Field Description Id Unique Id for the payment Name Short description of the payment Payment type Type of payment Description Description of the payment Required field Section Treatment Field Description Payment mode The mode of payment Payment date Date of payment Payment amount Amount of the payment Payment fee Payment of the fee Payment credit Balance of payment amount less
67. Click on to add a other version see Multi version selection 132 Chapter 8 Ticket management ProjeQtOr User guide Release 5 1 Button Start End work e This button is clock on off timer e If connected user is a resource he has the possibility to start working on the ticket e When work is finished he will just have to stop the timer Note e Closing the application or starting work on another ticket will automatically stop the current ongoing work e The spend time will automatically be converted as real work and transferred on planning activity if it is set decreasing left work on the activity Button Dispatch This button allows to dispatch ticket Dispatch work date resources work 13 08 2015 admin lo d v v 0 d Sum 0 d Cancel OK P Fig 8 1 Dispatch work dialog box e Click on to add a line Table 8 3 Dispatch work dialog box fields Field Description Date Dispatch date Resources Work dispatch to a resource Work Planned work to this resource 8 1 Tickets 133 ProjeQtOr User guide Release 5 1 8 1 1 Priority value calculation Priority value is automatically calculated from Urgency and Criticality values Priority Urgency and Criticality values are defined in lists of values screens See Priorities Urgencies and Criticali ties screens In the previous screens a name of value is set with numeric value Priority nu
68. Description Validated work cost Committed work cost work cost of the meeting should not be more Assigned work cost Work cost for the assignments on the meeting Real work cost Work cost really spent on the meeting Left work cost Work cost needed to complete the meeting Priority e Planning priority of the meeting 186 Chapter 12 Review logs ProjeQtOr User guide Release 5 1 12 5 Decisions Decisions are stored to keep track of important decisions when where and why the decision was taken You can link a decision to a meeting to rapidly find the minutes where the decision is described Other sections e Linked element e Attachments e Notes Section Description Table 12 7 Description section fields Field Description Id Unique Id for the decision Name Short description of the decision Decision type Type of decision Project The project concerned by the decision Description Complete description of the decision Required field Section Validation Table 12 8 Validation section fields Field Description Status Actual status of the decision Decision date Date of the decision Origin Origin of the decision Accountable Resource accountable for the decision Closed Flag to indicate that decision is archived Cancelled Flag to indicate that decision is cancelled Required field Fi
69. Environmental parameters ProjeQtOr User guide Release 5 1 13 12 Document directories Document directories management allows to define a structure for document storage e The files of document will be stored in the folder defined by the parameters Document root and Location e Document root is defined in Global parameters screen Section Description Field Description Id Unique Id for the directory Name Name of the directory Parent directory Name of the parent directory to define hierarchic structure Location Folder where files will be stored Project Directory is dedicated to this project Product Directory is dedicated to this product Default type Type of document the directory is dedicated to Closed Flag to indicate that directory is archived Required field Field Parent directory The current directory is then a sub directory of parent Field Location e Location is automatically defined as Parent directory Name Field Project e This project will be the default to new stored documents in this directory Field Product e This product will be the default to new stored documents in this directory Field Default type e This document type will be the default to new stored documents in this directory 13 12 Document directories 211 ProjeQtOr User guide Release 5 1 212 Chapter 13 Environ
70. PE CEAMONS acosa Ja dic do e cast e A it Bh Gate A ie ok Ge A 105 106 113 113 114 115 116 118 121 122 129 129 135 136 137 137 141 144 149 151 151 153 155 157 159 161 169 171 172 173 173 175 177 178 179 181 181 184 186 186 187 188 EA 196 13 5 ARESQUICES o ic RRA e ee wee ee he OH be ac a 199 S TeaM se os a csv yal dis Be eshte ate ohh Rl des See iat Ge coe etek es Becca iia nd Hl des dadas te E 203 T37 ICALENDAR eo oe ee a Re ee AA ee A ee 204 13 8 Customers 242065 e448 AAA CAG HR EES we BRS a OS SH SS 206 USO COMAS E RN 207 13 10 Recipients qoa mais 24d eee EE he SESS EE RES Pe Sew hae ea it G 209 13 1 COMERS eso ee ee GOR oe eee a GO Sl Re ee eS Re ee AA Sh ee Y Bees 210 13 12 Document directores 2 4 2 Go 26 6 dh ep NS BR Ed a BA EE RSG BR ee S 211 14 Tools 213 L mans Sent m rd Bt ty Se ev Ge aide dada owe oe Ack dy a She te Bee ee do o Bae 213 A A A 214 TAS Messages eaen so dickies ge a e e O at He A a do aida ye Babe a 215 144 Importdatdiu isis espesas ara Pe Peo A eee Po 216 14 5 Automatic import e e a A Be eee O oA eS 219 15 Controls amp Automation 221 Sl WOFKILOWS iion aa ae BAe do a a Bode d we oe rara de Gow 8 221 15 2 Malson event o reca Ph a Be AE PEE a ESSERE EERE 224 15 3 Delays tor tickets c i Js ja ebb kw Ge PA a e ee Be RAE Ey Soe a 225 134 IMC ssp ns lr a Fk ee ee oe Ge AOS ee We ee es e Roe es 226 15 5 Predefined notes cs s 4454 5
71. Proje vtOr ProjeQtOr User guide Release 5 1 ProjeQtOr November 13 2015 Contents Features 3 Lal WPlanning management 64 24 44 lt 2 d e EAR AA bee he A 4 1 2 Resource management cs taces sE RA eee E OA AE ER A AR R 6 13s Mek ts management s ato A A A eed ehaee 7 LA Costsmanasement is ica a e a R Re A SRE aS 8 15 Quality management lt ie casio ia e e eee Bee a 9 L6 Risks MANASEMENE ess AA Se ae ee ia e ee a 10 17 Perimeter management irreal a E e a ae he al Gow SS Y 11 1 8 Documents management soss ss pone mayoma YS A OE EERE REE SS a 12 1 9 Commitments management ve oie a8 ea one VRRP ARR dd Se 13 VO TOONS Gach g oes bred A eR E A Be eRe PRS eS 14 Concepts 15 21 ProjeQtOr rolesi yes ak Ge eB eee Bake e he a SAE ae Bla hah es a Sew a 16 2 2 Prohlesidehmitiony s ic ehh eae eee PA OA EA ee wae ee ea a e 18 2 3 Stakeholder definito s pe perko bee a eA A OS ee e Ge SO Ow Bey Bow amp 20 24 Projectiatiectaion i 44 25 eke eee be RAE RAE A be ee ae Se 24 23 Activity ASSIOMNMEN cca at ee eG A RAS ae RS BEES hs be eS eS 26 26 Resource function and costs 224 2 6 A be A eee wae ee eee eae 27 2 Resourcecalendar s s 4 4 4 duets Abe Ae et dt baw eee a bee be eS 28 28 BOLO seers apnea es AeA Tee epee ee Sue BAP Earns tn ee ia a SAE ae ae ae A A ea 30 Graphical user interface 31 Sil Global VIEW ccoo 840 e ed se bbe ae e eA dee ee ee a he 32 I2 A IE 66 3 3 THEMES ee a a A ES A a
72. SE eS BSA BAS 263 TS 1G MeetNES TYPES IA a A A ae BA ee ee WE GR E A ee 264 18 17 DECISIONS PESO ie e Bes od dete es Mh ceo ds A e Reus g 264 18 19 Questions types se bok eh ee ho be ee Bb ee oo ee es we ee Re ae we 265 18 19 Messages types o vo lt ce eRe sepru ea eR we ee 265 18 20 Documents types ss xls oa ak es Be BO LO A BOS a Se AS Bey Bow i 266 18 21 CONTEX STNDES sew a Roe ee ee ERA ERA A ae a ae 266 18 22 Requirements types sonion ar ee a A ES eee PS BERS Shas be aes 267 18 23 Test CASES TNDES e pe ow ea eed kb bea ee be eG a ee Gb ee eee eae 267 18 24 Test SeSSionS typeS 2 scos ee wh AA eh a Re ee eg ee 268 18 23 CustOMers ty DES vs lt deci a GN aCe ae BA ee mae e eR ee OS eect 268 18 26 Behavior secHO eini a we gd IA NE Bee Gare AA e a 269 19 Plug ins 271 19 1 Plug ins Management soso sondon a SAA e a ae ea eee 271 20 Administration 273 20 1 Administration Consoles sspe aoso e ed A a eh 273 20 2 Audit connecHons eric A eee Pe hee bE Seats 274 20 3 Global parameters o sore HSA ESS ee EEO ew a See oe ee 275 21 Glossary 281 A A ae 281 ProjeQtOr User guide Release 5 1 ProjeQtOr is a Quality based Project Organizer as a web application ProjeQtOr focuses on IT Projects but is also compatible with all kinds of Projects Its purpose is to propose a unique tool to gather all the information about the projects The fact is that many Project Management softwares just focus on planning But it is a much too restricti
73. a a a Y 68 SA Multilingual eiii ao e a A Ba SOE EE a Ge 68 3 3 Keyboard functionality s sords sa k 66 4 464444064 bee we kee eee ee 8 68 316 Gommon sections i 255 24 SHES 2a ee EERE BAS ew eee Ad Ss 69 3 7 Wserparamecters 2255 ca anes E AY RS SORA SS Eo Re ee ee 77 Planning elements 79 A g 4 5 heh a ee ea DR ee ee oe a A eek ee eh ae 81 42 EA 82 43 Milestone e a A RARE A e A Ee ee eS 84 44 COMMON SECHONS anio a RO a o a Oe ee 86 Real work allocation 95 10 11 12 13 5 1 Real work allocation so s ie soe ee Follow up OM A E RAR 0 2 GanthChart ye pra pa A ey A a A aaa G Planas cu eos ts a a A A A G4 Projects portiono 4424 45 40 4 245 a di A A A Phe 63 Resource Planning i ssor a a a Gh a Ge BS a eee 66 Dia erau een wae Bee RAL AR ERE AD ee EE EE See oS 6T REPOSO aa Be EASE a ES ao is eS a Document management iL Documents 24 04 eee e OR ERS ROY CoG Ae ee eG A eee Ticket management Sl MECKES 22d 644400242 64 46 mi4 6 PLANS Sei4 244 46 ghd n Shand 2 Ticketsisimple a me p Ado a aw eS HG odo amp Bee Ba dada da i 8 3 Multt version selection voor 022 Sao eke CER MRS eee ee A Requirements et Tests Ol OCREGUIFEMENIS 74 4 2D LE SEER AEE PEER De ae ee PASSED EE ESE BEAMS OZ Testcases oe ec KAS RR EE ORL HO A RR Re OR OR ee BA es Oo ESE SESSIONS Eras we Agee e wee ee Be e A even ey ete Ghee 94 Summary of test casesisection pps faked ee ee Bae Ree ee ee dee amp Financial 10 1 Ind
74. a monin ERIS 15 96 le arson sam ame ena ame cosea Toakt bajo priory 500 IZ sans leressse Y Saane aH z Se ean Sub projects Project one maintenance 4project one developement Console messages Fig 3 3 Top bar Menu buttons Menu All menus Fig 3 4 Menu buttons zone e The menu buttons give rapid access to main elements e The arrows allow to scroll buttons list Contextual menu buttons e Allows to select a work context to limit the displayed buttons 34 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 Project selector di ARA All projects v Fig 3 5 Project selector zone e Allows restricting the visibility of all objects of the dedicated project including sub projects if any e The selection will also define the default project for new items Project selector parameters e Click on to display the project selector parameters dialog box you can select View closed projects Change the project selector format Refresh the list project selector parameters show closed items 8 standard reflecting WBS structure ject list display mode oe O filtering select with autocomplete Fig 3 6 Project selector parameters dialog box 3 1 Global view 35 ProjeQtOr User guide Release 5 1 Navigation buttons show closed items Tn Fig
75. a way to define common behavior and calculation mode on group of expense details Section Description Field Description Id Unique Id for the type Name Name of the type Sort order Number to define order of display in lists Value unit Define calculation mode for the detail type Closed Flag to indicate that type is archived Description Description of the type Required field Field Value unit e If unit is set and not value this line will be imputable e If both unit and value are set the line will be read only e Result cost will be the multiplication between each of the three non empty line values Section Scope Field Description Individual expense Details type of individual expense Project expense Details type of project expense 260 Chapter 18 Lists of types ProjeQtOr User guide Release 5 1 18 10 Bills types Bill type is a way to define common behavior on group of bills Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Code Code of the type Workflow Defined the workflow ruling status change for items of this type see Workflows Sort order Number to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 18 11 Payments
76. activity e Work on the ticket will be included in this activity Put the real work from tickets to the resource timesheet e When a resource has entered the real work on the ticket and the ticket is linked to a planning activity e The resource is automatically assigned to this activity e Real work set on tickets is automatically set in resource timesheet 129 ProjeQtOr User guide Release 5 1 Restrict the entry of real work in the ticket e Possibility to define that only the responsible of ticket can enter real work e This behavior can be set in Global parameters screen Due dates e Initial and planned due date allows to define a target date for solving the ticket Initial due date e If a definition of ticket delay exists for giving ticket type and urgency the date is automatically calculated with this delay e Else date is initialized to current day e Delays for tickets screen allows to define ticket delay Planned due date e Is used to define a target date after evaluation e Automatically initialized to the initial due date Indicators e Possibility to define indicators to follow the respect of dates values e See Indicators screen Version of product e Is used to determine original version where the ticket has been identified and target version that will deliver the object of the ticket e Only versions of product linked with the project are available Multi version selection e Allows to sel
77. ag to indicate that meeting has been held Closed Flag to indicate that meeting is archived Cancelled Flag to indicate that meeting is cancelled Minutes Minutes of the meeting Required field Field Parent activity e In the WBS structure under which the meeting will be displayed in the Gantt planning Minutes e You can enter here only a short summary of the minutes and attach the full minutes as a file 12 1 Meetings 183 ProjeQtOr User guide Release 5 1 12 2 Periodic meetings Periodic meeting is a way to define some meetings that will occur on a regular basis Note e Most fields fit meeting fields but some information for the meeting is not present for periodic meetings such as Minutes or Status e It is because these fields won t be set through periodic meeting definition but must be set directly on the meetings Periodic meeting process e When saving periodic meeting elementary meetings are automatically created e Changes can then be done in elementary meetings In most cases these changes won t be erased by periodic meeting updates Update on a periodic meeting e On each update of a periodic meeting meetings are re evaluated e This may lead to deletion of some meetings e This will also reposition meetings even if their planned dates were elementary updated Attendees assignment e Attendees can be defined on a periodic meeting e They will be copied on th
78. ail dialog box Table 9 11 Test case run detail dialog box fields Field Description Test case Selected test case Status List of test case run status Ticket List of ticket Comments Comments of test case run 9 3 Test sessions 147 ProjeQtOr User guide Release 5 1 Field Ticket e Field appear only whether status of test case run is failed 148 Chapter 9 Requirements et Tests ProjeQtOr User guide Release 5 1 9 4 Summary of test cases section This section summarizes the status of test case runs to requirement and test session Requirement e This section summarizes the status of test case runs for test cases are linked to the requirement Field Total e Because a test case can be linked to several test sessions total can be greater than linked to the requirement Test session e This section summarizes the status of test case runs in the test session Summary of test case run status e 2 Not planned No test case planned Planned No test failed or blocked at least one test planned e Passed All tests passed Failed At least one test failed Blocked No test failed at least one test blocked Table 9 12 Summary of test cases fields Field Description Total Number of test case runs whatever the status Planned Number of test case runs with the status Planned Passed Number of t
79. al pies rae succesorciemes gt trend sane z amp a A status covers progress 10 7 amp He Ls Project 4 fix planning _ done Linked Elements Projeqtor Fig 3 43 Info bar Projegtor Fig 3 44 Info bar zone 1 Log out button e Allows to disconnect the user Note User parameter Confirm quit application This parameter defines whether a disconnection confirmation will be displayed before 2 User parameters button e Allows to access user parameters 3 Hide and show menu button Allows to hide or show the menu section Note User parameter Hide menu e This parameter defines whether the menu is hidden by default 64 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 4 Switched mode button e Allows to enable or disable switched mode that allows to switch between list and detail windows e Window selected is displayed in full screen mode e Hidden window are replaced by a gray bar e Click on the gray bar to switch between windows Note User parameter Switched mode e This parameter defines whether switching mode is enabled or not 5 Database name e Display database name 6 Version button e Displays the application version e Click on button to access to ProjeQtOr site 3 1 Global view 65 ProjeQtOr User guide Release 5 1 3 2 Alerts Users may recei
80. all projects All elements whatever the project Value of Field Name e The value of field Name is not the name displayed but it is a code in the translation table e The name displayed at right of the field is the translated name e See Translatable name New access mode e The value of field Name must be a significant name and must not contain spaces or special characters e Ideally the value of the field should start with accessProfile to be easily identified in the translation table Section Description Field Description Id Unique Id for the access mode Name Name of the access mode Read rights Scope of visible items Create rights Scope of possibility to create items Update rights Scope of updatable items Delete rights Scope of deletable items Sort order Number to define order of display in lists Closed Flag to indicate that access mode is archived Description Complete description of the access mode Required field 234 Chapter 16 Access rights ProjeQtOr User guide Release 5 1 16 3 Access to forms This screen allows to define screen access for each profile Users belonging to a profile can see the corresponding screen in the menu How to do e Screens are grouped as seen in the menu e Click on checkbox to permit or revoke access to the screen for a profile External External a Project Project
81. anagement ProjeQtOr allows you to follow the requirements on your projects and measure at any time coverage progress making it easy to reach your commitments In addition to the standard functionalities to manage your projects and monitor costs and delays ProjeQtOr provides elements to monitor commitments on products By linking these three elements you can obtain a requirements covering matrix simply efficiently and in real time Requirements Requirements management helps in describing requirements explicitly and quantitatively monitor progress in building a product Test cases The definition of Test cases is used to describe how you will test that a given requirement is met Test sessions Test sessions group test cases to be executed for a particular purpose 1 9 Commitments management 13 ProjeQtOr User guide Release 5 1 1 10 Tools ProjeQtOr includes some tools to generate alerts automatically send emails on chosen events import or export data in various formats Imports ProjeQtOr includes an import feature for almost all elements of project management from CSV or XLSX files CSV and PDF exports All lists of items can be printed and exported to CSV and PDF format The details of each item can be printed or exported in PDF format MS Project export The Gantt planning can be exported to MS Project format XML Alerts Internal alerts can be generated automatically based on defined events E
82. ayed in blue after the name of the task e A resource assigned to the same task with many functions several input line is displayed Comment on the assignment e The icon indicates there is a comment on the assignment e Just move the mouse over the activity to see the comment Task metrics A Planned dates Planned start and end dates for the task e Assigned Assigned work for the task e Real Sum of real work for the task Left Left work for the task e Reassessed Reassessed work for the task 5 1 Real work allocation 99 ProjeQtOr User guide Release 5 1 5 1 1 Selection timesheet Eg Real work allocation reos ao veo GETE gt GEES ise ents da A Da ass I E project one 8 project one maintenance L bug fixing la osjo3 2012 19 08 2015 667 project one developement E Evolution x E Evolution X Development 09 07 2015 14 07 2015 10 10 Web Application V1 Main test session 25 06 2015 25 06 2015 2 2 unit for real work allocation days Fig 5 4 Timesheet selector zone Selection of the resource e Users can only select themselves as a resource Access to other resources timesheet e Depending on access rights user can select other resource timesheet Selection period e By default the period is determined depending on the current day e It is possible to change the period of two ways Select year and week Or s
83. be planned or that cannot be planned It is generally a short activity for which you want to follow advancement to describe and possibly provide a result For example bugs or problems can be managed through Tickets e You can not schedule the bugs before they are identified and registered e You must be able to give a solution to a bug workaround or fix Simple tickets Simple tickets are just simplified representations of Tickets for users that will create tickets but not treat them Elements created as simple tickets are also visible as Tickets and vice versa 1 3 Tickets management 7 ProjeQtOr User guide Release 5 1 1 4 Costs management All elements related to delays can also be followed as costs from resources work and managing other expenses all costs of the project are monitored and can generate invoices Projects The Project is the main entity of ProjeQtOr In addition to tracking work on projects ProjeQtOr can track the costs associated with this work Activities An Activity is a task that must be planned or includes other activities Work assigned to resources on activities is converted into associated costs Resource cost To calculate the cost of expenses ProjeQtOr defines the Resources cost This cost may vary depending on the role of the resource and may change over time Project expenses Projects expenses can also record expenses not related to resource costs purchase lease
84. can be easily changed values in Contexts screen Field Version e Click on F to add a other version see Multi version selection 8 2 Tickets simple 135 ProjeQtOr User guide Release 5 1 Section Treatment Table 8 5 Simple ticket treatment section fields Field Description Status Actual status of the ticket Responsible Resource who is responsible for the ticket Due date Actual target date for solving the ticket Handled Flag to indicate that ticket is taken into account Done Flag to indicate that ticket has been treated Closed Flag to indicate that ticket is archived Cancelled Flag to indicate that ticket is cancelled Target version The target version of the product that will deliver the object of the ticket Result Complete description of the resolution of the ticket Required field Note e Except for status all these fields are readonly and can only be updated through the Ticket view 8 3 Multi version selection For version fields it possible to set multi version of product Main and other version e The version with smaller id will appear in the select list and is considered as the main version e Other versions are listed above e It is possible to set an other version as the main version using the button e Click on to add a other version e Click on X to delete a version Add other versions ee
85. come issues Opportunities An Opportunity can be seen as a positive risk This is not a threat but an opportunity to have a positive impact on the project They must be identified and followed up not to be missed out Issues Issue is a risk that happens during the project If the risk management plan has been properly managed the issue should be an identified and qualified risk Actions Actions shall be defined to avoid risks not miss the opportunities and solve issues It is also appropriate to provide mitigation actions for identified risks that did not occur yet 10 Chapter 1 Features ProjeQtOr User guide Release 5 1 1 7 Perimeter management ProjeQtOr allows you to monitor and record all events on your projects and helps you in managing of deviations to control the perimeter of projects Meetings Follow up and organize Meetings track associated action plans decisions and easily find this information afterwards Periodic meetings You can also create Periodic meetings which are regularly recurring meetings steering committees weekly progress meetings Decisions Decisions follow up allows you to easily retrieve the information about the origin of a decision e who has taken a particular decision e when e during which meeting e who was present at this meeting Not revolutionary this feature can save you many hours of research in case of dispute Questions Tracking Questions
86. ct affectations Offers a global view of affectation Hint e You can use filters Section Description Field Description Id Unique Id for the affectation Resource Name of the affected resource Or contact Name of the affected contact Profile Selected profile Project Project affected to Rate Affectation rate for the project Start date Start date of affectation End date End date of affectation Closed Flag to indicate that the affectation is archived Description Complete description of the affectation Required field Fields Resource amp Contact e You can select resource or contact e If none is selected then the user connected is used to define the affectation e If a contact is a resource and inversely then resource or contact name will be selected too 13 3 Affectations 195 ProjeQtOr User guide Release 5 1 13 4 Users Concepts e ProjeQtOr roles e Profiles definition e Stakeholder definition e Photo The user is a person that will be able to connect to the application Note e To be able to connect the user must have a password and a user profile defined ProjeQtOr and LDAP users e ProjeQtOr offers two modes of authentication ProjeQtOr users e Users information is kept in the application database e Password policy and login behavior are managed by the application Defined in Global para
87. ction due date 5 next days or not set v Items to be displayed y Projects Y Tasks assigned to me Y Tasks I am responsible of Y Tasks I am issuer or requestor of Cancel OK Fig 6 2 Today parameters dialog box Period for task selection e Allows to define the period for tasks will be displayed Field Due date e Select only items with due date less than today plus this selected period Field Or not set e Select also items with due date not set Items to be displayed e Allows to define sections displayed on the screen Note e Allows to reorder sections displayed with drag amp drop feature e Using the selector area button icon drag 6 1 Today 107 ProjeQtOr User guide Release 5 1 6 1 2 Section Start guide e Start page for new installations to assist the administrator in the first configuration steps e A progress display a allows to determine the percent of complete installation e You can hide this section on startup just unchecked 2 This section will not be displayed anymore To show it again select it as the start page in Users parameters screen Start Guide Fig 6 3 Start guide section 108 Chapter 6 Follow up ProjeQtOr User guide Release 5 1 6 1 3 Section Projects A quick overview of projects status The projects list is limited to the project visibility scope of the connected user Fig 6 4 Projects section Scope
88. ctivities This means that some work is defined on this activity for the resource Only the resources affected to the project of the activity can be assigned to the activity Real work allocation Resources enter their time spent on the Real work allocation screen This allows for a real time monitoring of work Moreover updating the left work allows to recalculate the planning taking into account the actual progress on each task Planning The planning is based on all the constraints defined e left work on each activity e availability of resources e rate of resource affectation to projects and assignment rate of resources to activities e planning mode for each activity as soon as possible fixed duration e dependencies between activities e priorities of activities and projects The planning is displayed as a Gantt chart Project Portfolio The planning can also be viewed as a Project Portfolio which is a Gantt planning view restricted to one line per project plus optionally selected milestones 1 1 Planning management 5 ProjeQtOr User guide Release 5 1 1 2 Resource management ProjeQtOr manages the availability of resources that can be affected to multiple projects Tool calculates a reliable optimized and realistic planning Resources Resources are the persons working on the project activities A resource can also be a group of persons team for which you do not want to manage individual detail Yo
89. d Directory of automated integration files 278 Chapter 20 Administration ProjeQtOr User guide Release 5 1 Field Log destination Field Mailing list for logs Section Emailing Parameters to allow the application to send emails Section Mail titles e Parameters to define title of email depending on event 1 see Special fields 20 3 Global parameters 279 ProjeQtOr User guide Release 5 1 20 3 1 Special fields Special fields can be used in the title and body mail to be replaced by item values dbName the display name of the instance e id id of the item e item the class of the item for instance Ticket e name name of the item e status the current status of the item e project the name of the project of the item type the type of the item e reference the reference of the item e externalReference the external reference of the item e issuer the name of the issuer of the item responsible the name of the responsible for the item sender the name of the sender of email e sponsor the name of the project sponsor e projectCode the project code e contractCode the contact code of project e customer Customer of project url the URL for direct access to the item e login the user name e password the user password e adminMail the email of administrator 280 Chapter 20 Ad
90. d as ssuer Responsible e The resource defined as responsible Project team e All resources affected to the project Project leader e The resource s affected to the project with a Project Leader profile Project manager e The resource defined as the manager on a project Assigned resource e All resources assigned Other e Provides an extra field to manually enter email addresses e If other is checked an input box is displayed to enter a static mail address list e Several addresses can be entered separated by semicolon 230 Chapter 15 Controls amp Automation CHAPTER 16 Access rights Contents e Profiles e Access modes e Access to forms e Access to reports e Access to data project dependant e Access to data not project dependant e Specific access e Translatable name 16 1 Profiles Concepts e Profiles definition The profile is a group of authorization and access rights to the data Each user is linked to a profile to define the data he can see and possibly manage Display format e In the next screens the name of profiles is displayed in columns e Access rights and options are displayed in rows e This display format allows to manage easily authorizations for each profile Value of Field Name e The value of field Name is not the name displayed but it is a code in the translation table e The name displayed at right of the field
91. ding on status Only responsible works on ticket e Only responsible can enter some real work on the ticket Section User and password e Security constraints about users and passwords Section Ldap management parameters Information about LDAP connection and behavior on creation of new user from LDAP connection 276 Chapter 20 Administration ProjeQtOr User guide Release 5 1 Section Format for reference numbering e Allows to define reference formats for items of element documents and bills Reference format for items of element Global parameters for reference formatting e Prefix can contain PROJ for project code TYPE for type code YEAR for current year and MONTH for current month Global parameters for document reference formatting e format can contain PROJ for project code TYPE for type code NUM for number as com puted for reference and NAME for document name e Suffix can contain VERS for version name Section Localization e Localization and internationalization i18n parameters Section Miscellanous Miscellaneous parameters e Auto check or not for existing new version of the tool only administrator is informed e Separator for CSV files on export and export e Memory limit for PDF generation Section Display e Selection of graphic interface behavior and generic display parameter for users e Icon size are default user can overwrite these values
92. e ProjeQtOr User guide Release 5 1 3 7 User parameters Concepts e Photo User parameters screen allows configuration of personal settings Note e User parameters are efficient even without saving e Saving parameters will retrieve the selected parameters on each connection Section Display parameters e Generic display parameter for user Section Graphic interface behavior e Selection of graphic interface behavior Section Print amp Export parameters e Selection of printing history for detailed items and destination for printing and PDF export Section Miscellaneous e Default selected project and choice of character used to indent lists of projects to represent the WBS structure of projects and sub project cannot be a space can be none to get flat lists Section Photo Photo of the user Section Password e Changes the user s password 3 7 User parameters 77 ProjeQtOr User guide Release 5 1 78 Chapter 3 Graphical user interface CHAPTER 4 Planning elements ProjeQtOr provides all the elements needed to build a planning from workload constraints between tasks and resources availability 79 ProjeQtOr User guide Release 5 1 Planning elements e Project e Activity e Milestone e Common sections Assignment Progress Predecessor and Sucessor element Planning elements are Project Activit
93. e Can be modified on update Field Detail e Can be set on update 166 Chapter 10 Financial ProjeQtOr User guide Release 5 1 Bill line On produced work amp On capped produced work Resource 2 activity price Activity price a tart date 27 10 201 end date 31 1 Resource Activity price 27 10 2015 31 10 2015 Activity price detail price 200 day y quantity 0 day 0 Cancel OK Fig 10 3 Bill line dialog box On produced work amp On capped produced work Table 10 3 Fields of bill line dialog box On produced work amp On capped produced work Field Description N Number of the line for the bill Resource Project resources to be selected Activity price Project activities price to be selected Start date Start date of the period to take into account End date End date of the period to take into account Description Description of line Detail Detail of the line Price Price of the activity Quantity Quantity of element Amount Amount for the line Price x Quantity Required field Field Description e Automatically set with selected resource activity price name and dates e Can be modified on update Field Detail e Can be set on update 10 6 Bills 167 ProjeQtOr User guide Release 5 1 Bill line Manual billing Bill line amendment Cancel OK Fig 10
94. e availability diagram e Only resource can be assigned to project activities e Project affectation allows to define the resource availability on project Human resource e Human resource is a project member e Combined with a user a human resource can connect to the application Material resource e Material resources availability can be defined on projects e But material resource must not be connected to the application Contact roles e ProjeQtOr allows to involve contacts in projects e Combined with a user a contact can connect to the application e Combined with a resource contact availability can be planned in projects Fig 2 3 Contact roles diagram 22 Chapter 2 Concepts ProjeQtOr User guide Release 5 1 2 3 1 Shared data For a stakeholder data on user resource and contact are shared Project affection and user profile are also shared Note e For a stakeholder you can define and redefine the combination without losing data 2 3 Stakeholder definition 23 ProjeQtOr User guide Release 5 1 2 4 Project affectation Project affectation is used to e Defines project data visibility e Defines resource availability e Defines the period of access to project data by the user Note e The Affectations screen allows to manage overall project affectations The following sections describe project affectation performed for user resource or contact 2 4 1 User affectation P
95. e elementary meetings e The periodic meetings will not be planned only elementary meetings will be e So left work will always be set to zero on periodic meetings Other sections Attendees e Progress e Predecessor and Sucessor element e Notes 184 Chapter 12 Review logs ProjeQtOr User guide Release 5 1 Section Description Table 12 3 Description section fields Field Description Id Unique Id for the periodic meeting Name Short description of the meeting Meeting type Type of meeting Project The project concerned by the meeting Location Place room or else when meeting will stand Description Description of the meeting Can be used to store Agenda Required field Field Name e If not set will automatically be set to meeting type completed with meeting date Section Treatment Table 12 4 Treatment section fields Field Description Parent activity Parent activity of the meeting Responsible Resource who is responsible for the organization of the meeting Closed Flag to indicate that periodic meeting is archived Field Parent activity e In the WBS structure under which the meeting will be displayed in the Gantt planning Section Periodicity Table 12 5 Periodicity section fields Field Description Period Start date and end date or number of occurrences to define the range of t
96. e is a way to define common behavior on group of meetings Note e Meeting type is also used for periodic meetings definition Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Code Code of the type Workflow Defined the workflow ruling status change for items of this type see Workflows Sort order Number to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 18 17 Decisions types Decision type is a way to define common behavior on group of decisions Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Code Code of the type Workflow Defined the workflow ruling status change for items of this type see Workflows Sort order Number to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 264 Chapier 18 Lists of types ProjeQtOr User guide Release 5 1 18 18 Questions types Question type is a way to define common behavior on group of questions Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Code Code of
97. e proposal will be accepted Handled Flag to indicate that quotation is taken into account Done Flag to indicate that quotation is done execution processed Closed Flag to indicate that quotation is archived Cancelled Flag to indicate that quotation is cancelled Planned end date Target end date of the activity object of the quotation Activity type Type of the activity object of the quotation Payment deadline The payment deadline is stated on the quotation Amount Total amount of the quotation Estimated work Work days corresponding to the quotation Comments Comment about the treatment of the quotation Required field Fields Amount Columns Ex VAT Amount without taxes e Tax Applicable tax Full Amount with taxes Column Ex VAT The column value is automatically updated with the sum of bill line amounts Hint Activity type e The activity should be created only after approval 158 Chapter 10 Financial ProjeQtOr User guide Release 5 1 10 5 Orders An order also called command is the trigger to start work On the order form you can record all the information of the received order Work on the activity e An order can be linked to an activity It then represents the command of the work on the activity e In that case validated work of the activity is the sum of the orders linked to the activity Bill lines section e This section allows to detail the order moda
98. ect concerned by the bill Date Date of the bill Payment deadline Payment deadline Payment due date Due date for payment read only Customer Customer who will pay for the bill Bill contact Contact who will receive the bill Recipient Recipient who will receive the payment for the bill Origin Element which is the origin of the bill Billing type Project billing type Required field Field Payment due date e The value is calculated with date of bill payment deadline Fields Customer amp Bill contact e Automatically updated from project fields 10 6 Bills 163 ProjeQtOr User guide Release 5 1 Section Treatment Field Description Status Actual status of the bill Responsible Resource who is responsible for the bill Sent date Date when bill is sent to customer contact Send mode Delivery mode Done Flag to indicate that the bill has been treated Closed Flag to indicate that the bill is archived Cancelled Flag to indicate that the bill is cancelled Amount Total amount of the bill of order Percentage of the bill balance over order amount Payment Payment of bill Comments Comments for the bill Required field Fields Amount Columns Ex VAT Amount without taxes The value is automatically updated with the sum of bill line amounts e Tax Applicable tax Automatically updated fr
99. ect dependant This screen allows to set element access mode for each profile Allows to define scope of visibility and updating of data in elements for users and resources This screen is only for the elements reliant on a project How to do e For each element selected the access mode granted to a profile Administrator Supervisor Project Leader Project Member E ternal Project External Project project Guest Projects Manager v Reader Y Manager No access Y No access 7 Ne access Y No access z Documents Managers Y Reader y Manager y Manager Y Reader v readers Y No access X Administrator Supervisor Project Leader Project Member Fxtemnal Project External Project Project Guest Tickets Managers y Readers y Manager gt Manager y Manager creator y Reader Tickets simple Manager y Readers y Manager y Manager y Manager 7 crestor y Reader Activities Manager y Reader Y Manager y Updater Reader 7 Reader y Reader Milestones Managers v Reader y Manager y Upaater y Reader 7 Reader y Rescer Actions Manager Updaters Y Manager y Uedater y Uedater J reader y Reader Fig 16 3 Access to data Project dependant screen 16 6 Access to data not project dependant This screen allows to set for each profile elements access rights Allows to grant access rights read only or write to users to data on specific elem
100. ect multi version of orginal and target version e Is used to specify versions of product referenced to this ticket e See Multi version selection 130 Chapter 8 Ticket management ProjeQtOr User guide Release 5 1 Other sections e Attachments e Notes Section Description e Linked element Table 8 1 Tickets description section fields Field Description Id Unique Id for the ticket Name Short description of the ticket Ticket type Type of ticket Project The project concerned by the ticket External reference External reference of the ticket Urgency Urgency for treatment of the ticket as requested by the issuer Requestor Contact at the origin of the ticket Origin Element which is the origin of the ticket Duplicate ticket Link to another ticket to link duplicate tickets Context List of 3 items describing the context of the ticket Product The product where ticket has been identified Original version Version of product where ticket has been identified Description Complete description of the ticket Required field Field Context e Contexts are initialized for IT Projects as Environment OS and Browser e This can be easily changed values in Contexts screen Field Original version e Click on F to add a other version see Multi version selection 8 1 Tickets 131 ProjeQtOr U
101. ed real requested a resource profie Startdate end date fate 94 H Se start date 05 09 2011 05 09 2011 05 09 2011 05 09 2011 PR project manager Project Leader al aa end date 19 08 2015 19 08 2015 19 08 2015 PRO wer developer Project Member 100 H a ss E duration 1 027 ja 1 027 a la 1027 la customer dient one yam PR Z muss ceveioper Project Member C A See oa i bi ontact aAA mor a aa IR eet E j project code le 26584 e ase0 25214_ 25798 Je 2H 9 arin a ae lee EE LOE ce TOES contrat code pn eemo e 629768 je 0 le 6 297 68 Ju contac Prone Sarat ena gate pate 5 customer codes e o e ER eer buses Project Guest 100 trado IE AO E Senate m rre goog corm Sao Geet AE E Fa margin Bal 16 pa de 1d de dosed TIT _ biaa Sart i ee te ce E IR ewo par Jaa aa 5 SE eu pacer eee Qa Sun projecte Drofect one maintenance P sere rame oer ot Ol re ae ae ee trend aa a ae sats ee lee eer ae DR Emms RR EEE aone C Fig 3 11 Menu and Documents windows Note Toggling between windows To toggling between windows just click on window header 38 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 Menu window e The menu is proposed as a tree view of reachable items e The items presented will depend on the access rights of user to the screens e Click on a grouping line
102. ed texts for notes When some predefined notes are defined for an element and or type a list will appear on note creation Selecting an item in the list will automatically fill in the note text field Section Description Field Description Id Unique Id for the predefined note Name Name of the predefined note Element Kind of item Ticket Activity for which this predefined note will be proposed on note creation Type Type of element for which this predefined note will be proposed on note creation Closed Flag to indicate that delay definition is archived Text Predefined text for notes Required field Field Element e If not set predefined note is valid for every element type Field Type e If not set predefined note is valid for every type of the element 15 5 Predefined notes 227 ProjeQtOr User guide Release 5 1 15 6 Checklists It is possible to define checklist forms for each type of element When a checklist form exists for a given element the checklist is available for the element Section Description Field Description Id Unique Id for the checklist definition Element The elements the checklist applies to Type Type of the elements the checklist applies to Closed Flag to indicate that checklist definition is archived Section Checklist lines A checklist is built from checklist lines
103. eld Origin e It can be either the reference to a meeting where the decision was taken so also add the reference to the meetings list or a short description of why the decision was taken Field Accountable e The person who took the decision 12 5 Decisions 187 ProjeQtOr User guide Release 5 1 12 6 Questions Question are stored to keep track of important questions and answers In fact you should keep trace of every question and answer that have an impact to the project The questions can also afford an easy way to track questions sent and follow up non answered ones This will provide an easy way to find back when who and precise description of the answer to a question Also keep in mind that some people will consciously or not be able to change their mind and uphold it has always been their opinion You can link a question to a meeting to rapidly find the minutes where the question was raised or answered Initial and planned due dates e Possibility to define indicators to follow the respect of dates values e See Indicators screen Other sections e Linked element e Attachments e Notes Section Description Table 12 9 Description section fields Field Description Id Unique Id for the question Name Short description of the question Question type Type of question Project The project concerned by the question Description Complete descr
104. elease 5 1 3 1 1 Top bar Menu 2 work j ameno De ros project one maimenance manual oiea a2 oz 19 00 2013 a a Documents 3 12 precz one devecpenert anual bles 20 _ awo7i2015 29 07 2015 ao B E vor 4 2 project eo nige 72 2 08 2015 29 08 2015 a a eae intemal project damit om a o E 8 Requirements amp tests E dre z Pase TER EA a AA Bist a issue Management El E Review logs E Las 28 validated planned real requested o resource profile stat date end date ate 9 sea start date 05 09 2011 05 09 2051 05 09 2013 05 09 2011 p 9g 1 project manage Project Leader a AM et cete 19 0 2015 1970672015 19 08 2045 Py 10 web developer Projet Nember 10 SSS duration 1027 Ja 1027 Ja ja 107 hi A customer ent one 79 r ee ie PRE mais Pojet h a va ES m bil contact aAA A p posa M pez hpa A EAS Leer 3 project code cost asses Je a5s0 Jje 2sz218 je 29798 Je PY ain to E Document _Documen E conte pe Y Eek 22572111 BN ESSEC Ae aa External shortcuts customer code reserve o Paoa i 22 M e project one issub projert of da mac E sone sosz7eaje 25218 Je Seascale PRE etemal project Extemal Project 10 irora E ress 14 expected 16 vos 1 as mw googie com Z w 7 Versions linked to thls project 1 a
105. elect the first day of the week Displayed timesheet e A timesheet is displayed depends on the resource and period selection e The name of the resource and the week are displayed 4 e The days of the week are displayed The current day is displayed 100 Chapter 5 Real work allocation ProjeQtOr User guide Release 5 1 5 1 2 Input fields Lg Real work allocation resource CHEE QEIENS QUES BEET sos L show planed work i E show only current week meetings E hide not handled items s web developer week 2015 44 submit work validate work 7 10 201 E project one project one maintenance bug fixing la 05 03 2012 19 08 2015 75 2 2 amp project one developement 2 Evolution x e Evolution X Development 09 07 2015 14 07 2015 10 e Web Application V1 Main test session 25 06 2015 25 06 2015 a unit for real work allocation days Fig 5 5 Input timesheet zone Comments e A global comment can be added on the weekly follow up Real work entry e Area allows to entry real work a e Week is displayed from monday to sunday e It possible put real work in off days Current day e Columns of current day is displayed in yellow Days off e Columns of days off is displayed in grey e Days off is determine in resource calendar definition see Calendar screen Left work e Left work is automatically decreased on input of real work e Resources can
106. elected manually or automatically inserted during copying an element Origin element origin AP Fig 3 40 Origin field e Click on to add a orgin element e Click on X to delete the link Add an origin element type of the origin Activity z 1 Activity a origin element Cancel oK Fig 3 41 Add an origin element dialog box Table 3 2 Fields of add an origin element dialog box Field Description Type of the orign Type of element to be selected Origin element item to select Set color field e This field allows to set the color of an item e Used to differentiate items in list or report e Click on list of colors to select e Click on Reset button to erase coor GD Wz rece Fig 3 42 Set color field zone 3 1 Global view 63 ProjeQtOr User guide Release 5 1 3 1 7 Info bar Menu 2 Work Project CEES ES ProjeMtOr S D s E AE vr ts MD oo cere TER TE l Documents 1a project one development anaes DD o crortone 20 2007 20 2 07 2018 m Bi wor a 2 project mo nige ED onw mw 2000 2018 200 20 m E rotor z tomar per praa ja E Requirements amp tests Bees aa hele prt SS nat om E AA Risk amp Issue Management E Review logs a E Too al Gy Environmental parameters a G Controis a automation El g Parameters 4h Project 1 Affectati
107. em and the code will be searched for the name Columns with no data e In any case columns with no data will not be updated e Then you can update only one field on an element Clear data e To clear a data enter the value NULL not case sensitive Planning elements e Insertion into Planning elements activity project automatically inserts an element in the table PlanningEle ment e The data of this table can be inserted into the import file 218 Chapter 14 Tools ProjeQtOr User guide Release 5 1 14 5 Automatic import Imports can be automated Files placed on a defined directory will automatically be imported Note e Automatic import parameters must be set in Global parameters screen e Background task must be started by Administration console screen The files must respect some basic rules File name format mo e File name format is Class _ Timestamp ext e Example of import file name Ticket_20131231_235959 csv Class e The type of item to be imported Ticket Activity Question Timestamp Timestamp defined to be able to store several files in the directory e Format is free The recommended format is YY YYMMDD_HHMMSS Ext e File extension representing its format e Valid extensions are CSV and XLSX File format e The files must follow the ProjeQtOr File format e Files must be full and consistent Hint The
108. encies between tasks Overdue tasks appear in red others in green Milestones appear as squares filled if completed empty if not You can change the scale to have a daily weekly or monthly view of the chart You can select to show tasks WBS before the names You can select to show resource name or initials depending on parameter on right on tasks You can change the starting or ending date to display the chart You can also choose to save these dates to retrieve the same display on every connection You can select the columns displayed on the left part of the chart except for the name of tasks always displayed You can reorder columns with drag amp drop on the handle in the selection list You can directly create a Project or an Activity or a Milestone using the create button The result can be printed or exported to MS Project XML format Recalculate To recalculate the planning click on Calculation is not automatic You then have to select the project to re calculate and the start date for the new planning As WBS is taken into account for planning priority you may wish to change tasks order 6 2 Gantt chart 113 ProjeQtOr User guide Release 5 1 This can simply be done with a drag amp drop method on tasks using the handle on leftmost part of the task line You can also increase or decrease indent of task using corresponding buttons Note e Ifa resource is assigned to several projects re calc
109. ents This screen is only for the elements not reliant on a project How to do e For each element select the access rights granted to a profile Administrator Supervisor Project Leader Project Member ar ae Rete Project Guest Activities Prices write 7 write Y write Y write y write y write y write X gt write y write y write y write y write y write E jejje ME gt se 7 mre mre y Jo x gt write 7 vete y write write y write gt write z v write write gt write write Y write write i Contacts unta MES ES gt ste gt e y Jia rte gt Customers write MES ES y Jo y Jo y Jo a E Recipients write gt write write y write write v write y write X Teams write 7 write gt write write y write y write gt write Document directories write y wnte v write v wnt y write y write y wnte Calendar wet gic ME IES y rra m 7 Worktiows wate gcc Er oo y y y Mails on event write y write Y write gt write y write gt write write ES Delays for tickets write gt write v write write gt write y write y nte z Indicators write gt write y write y write y mite y mite y mite a Predefined notes write write write v write Y write Y writ v write Checklists write 7 write 7 vete Y write y write y write write Y
110. equired field Section Fixed price for term Field Description Real amount Defined amount for the term Real date Defined date for the term Validated amount Sum of validated amounts of activities defined as triggers Read only Validated date Max of validated end dates of activities defined as triggers Read only Planned amount Sum of planned amounts of activities defined as triggers Read only Planned date Max of validated end dates of activities defined as triggers Read only Fields Amount and Date Planned amp Validated e When a trigger is entered the values of planned and validated are automatically updated with the sum and the max of triggered amounts 10 7 Terms 169 ProjeQtOr User guide Release 5 1 Section Trigger elements for the term This section allows to manage element trigger Trigger element management e Click on to add an element trigger e Click on X to delete an element trigger Add a Predecessor to element Term 000004 inked element type Activity 1 Ticket 2 Billing actity 3 Billing actity 2 Cancel OK Fig 10 5 Add a trigger element to term dialog box Table 10 5 Fields of add a trigger element to term dialog box Field Description Linked element type Type of element to be selected Activity Meeting Milestone Project Test session Linked element Item to be selected 170
111. er or sort clause x xxxl Default Clear Cancel oK Fig 3 20 Advanced filter definition dialog box 1 Active filter e This section allows to define the filter and sort clauses Add criteria Define the clauses of filter or sort in Add a filter or sort clause Select the name of the field the operator and the value to the clause e Click on Y to add additional criteria Click on OK button to apply the filter e Click on Cancel button to revert to previous filter Remove criteria e To remove a criteria click on X on the line e To remove all criteria click on 9 on the header e Click on the Clear button to reset the active filter Save active filter e Active filter can be saved to reuse Fill the filter name and click on to save the filter definition 46 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 2 Saved filters e This section allows to manage saved filters e Click on a saved filter to retrieve its definition e Click on from a saved filter to delete it e Click on the Default button to to define the active stored filter as the default kept even after disconnection Note Default filter The default filter is defined for the user e The filter will be automatically applied in the next connection List of filters e The filter list allows to select a stored filter e To see the filter list move the cursor over the advanced filter
112. est case runs with the status Passed Blocked Number of test case runs with the status Blocked Failed Number of test case runs with the status Failed Summary Summary of test case run status Issues Number of tickets linked to the requirement or the test session Note e Percent to each status is displayed 9 4 Summary of test cases section 149 ProjeQtOr User guide Release 5 1 150 Chapter 9 Requirements et Tests CHAPTER 10 Financial Expense e Individual expense e Project expense e Expense detail lines 10 1 Individual expense An individual expense stores information about individual costs such as travel costs or else Individual expense has detail listing for all items of expense This can for instance be used to detail all the expense on one month so that each user opens only one individual expense per month per project or detail all the elements of a travel expense Planned amount Planned amount will help to have an overview of project total costs even before expense is realized Other sections e Expense detail lines e Linked element e Attachments e Notes 151 ProjeQtOr User guide Release 5 1 Section Description Field Description Id Unique Id for the expense Name Short description of the expense Type Type of expense Resource Resource concerned by the expense Project The project concerned by the expen
113. f creation of the link User User who created the link Status Actual status of the linked element Used for e Allows to associate items on different elements in the same project e A project can be linked with other e Click on an item name to directly move to it Note Click on to return to the last screen More detail see Top bar Reciprocally interrelated e If Item A is linked to Item B Item B is automatically linked to Item A Note A link between items has no impact on them treatment 72 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 Linked elements management e Click F to create a new link e Click on X to delete the corresponding link Add a link with element Activity 000001 linked element type Document 1 Document file Q linked element Cancel OK Fig 3 48 Add a link with element dialog box Link with Document e Click on Y to download the file of document Specified version e A link with a document element offer the possibility to select a specific version e A direct link to version of the document is created Not specified version e Tf the version is not specified the last version will be selected e The download will transfer always the last version of the document 3 6 Common sections 73 ProjeQtOr User guide Release 5 1 3 6 5 Attachments section This section allows to attach files or hyperlinks
114. f the resource Field Rate e For instance if rate is 50 the resource will not be planned more than half days on the activity Field Left work e Calculated as Assigned Work Real Work e Must be updated by the resource on the real work allocation screen to reflect the really estimated work needed to complete the task Field Planned work e planned work real work left work Field Comments e When a comment exists the icon will appear on the Assignment section and on the description of the activity on the real work allocation screen e Moving the mouse over the description will display the comment 88 Chapter 4 Planning elements ProjeQtOr User guide Release 5 1 4 4 2 Progress The progress allows to follow up planning element This section cover progress to planning element project activity and test session Reassessed metrics e Reassessed is the sum of real and left metrics Expense reassessed metrics e Assigned minus real metrics Consolidating metrics e fdfdf Real metrics e Real metrics input entered by an resource on the Real work allocation screen Duration metrics e Allow to determine planning elements duration for project activity and test session Calculating duration e Duration is the work days numbers between end and start dates End date
115. files should not be directly created in the import folder They must be created in a temporary folder and moved afterwards 14 5 Automatic import 219 ProjeQtOr User guide Release 5 1 Import process e Correctly imported files are moved to a done sub folder of the import folder e If an error occurs during import of a file the full file is moved to error sub folder of the import folder even if there is only one error over many other items correctly integrated e You can get the result as a log file and or email summary 220 Chapter 14 Tools CHAPTER 15 Controls 8 Automation Contents Workflows e Mails on event e Delays for tickets e Indicators e Predefined notes e Checklists e Receivers list 15 1 Workflows Concepts e Profiles definition A workflow defines the possibility to go from one status to another one and who depending on profile can do this operation for each status Once defined a workflow can be linked to any type of any item Section Description Field Description Id Unique Id for the workflow Name Name of the workflow Sort order Number to define the order of display in lists Closed Flag to indicate that workflow is archived Description Complete description of the workflow Required field 221 ProjeQtOr User guide Release 5 1 Button Select status to show or hide e This bu
116. for a period e More detail about selection timesheet see Selection timesheet 96 Chapter 5 Real work allocation ProjeQtOr User guide Release 5 1 Show planned work e Flag selected allows to display planned work e e Planned work is indicated over each input cell on top right corner in light blue color e Allow to display the planned work of each task each day Fig 5 2 Planned work displayed zone Note The planned work will be deleted when the real work is entered to avoid duplication of work in reports Filters e Filters allow to show or hide task in the task list a Show only current week meeting e Flag allows to show only the week meeting task Hide not handled items e Flag allows to hide task not take over Hide done items e Flag allows to hide done task Show closed items e Flag allows to show closed task Buttons Buttons of the timesheet 4 e Click on led to save timesheet data e Click on to print timesheet e Click on to export timesheet in PDF format e Click on to undo modification on the timesheet 5 1 Real work allocation 97 ProjeQtOr User guide Release 5 1 Data entry validation Buttons allow to send and validate real work Button Submit work e Users can send works to project leader Button Validate work e Project leaders can validate works Scroll bar Scroll bar allows the scrolling on imputation lines e The heade
117. g dependency Add a Predecessor to element Activity 3 Activity z 1 Ticket 2 Activity 2 3 Activity 1 ike r 0 days between predecessor end and successor start Cancel OK Fig 4 2 Predecessor or Successor element dialog box Note e Recursive loops are controlled on saving e Predecessors and successors must belong to the same project or be a project Linked element e Click on S to show element detail e Depends on whether the element is selected or not a pop up is displayed e Detail about pop up see Combo list fields Multi value selection e Multi line selection is possible using Cont rol key while clicking Delay late e Days between predecessor end and successor start 4 4 Common sections 93 ProjeQtOr User guide Release 5 1 Reciprocally interrelated e If element A is a predecessor of element B element B is automatically successor of element A Dependency information Field Description Element Type and id of the predecessor or successor Name Name of the dependency Date Date of creation of the dependency User User who created the dependency Status Actual status of the dependency Go to e Click on the name of a predecessor or successor will directly move to it 94 Chapter 4 Planning elements CHAPTER 5 Real work allocation As ProjeQtOr implements Effort Driven pla
118. h is 1 e The maximum width is 50 Note Field Name e The width of the field is automatically adjusted so that the total list width is 100 The width of the field cannot be less than 10 Warning Total width over 100 The total width must be limited to a maximum 100 e The exceedance will be highlighted beside the buttons 2 e This may lead to strange display over page width on list reports and PDF export depending on the browser 3 1 Global view 49 ProjeQtOr User guide Release 5 1 Export to CSV format This functionality allows to export data of list in a CSV file The fields are regrouped and presented in the order as they appear in the item description e Click on OK button to export data e Click on Cancel button to close the dialog box Note e The active filter defined will be applied to export data e The CSV exported files can directly be imported through the import functionality See Import data e The export definition is defined for each user e The same definition can be applied in the next export Fields selection Export choose columns to export v check uncheck all id or name for references DESCHPHOT select list columns name Progress Y lid Y name y type Y customer Y bill contact Y project code Y contract code Y customer code Y is sub project of Y sponsor Y manager Y user Cancel Fig 3 23 Ex
119. he periodicity Time Start and end time for all the meetings Periodicity Frequency of the meeting on proposed bases daily weekly monthly Only on open days Specify that meetings will not be set on off days Required field Field Periodicity e Several periodicity is proposed Every day Same day every week Same day every mouth Same week every mounth 12 2 Periodic meetings 185 ProjeQtOr User guide Release 5 1 12 3 Attendees section This section allows to define the list of attendees to the meeting Attendee list e Meeting is an activity you can assign project resources e A possibility to assign work to some attendees project resources So meeting works of these attendees are booked in the project e More detail about how assigned project resources see Assignment section Other attendees e Extra list of persons attending or expecting to attend the meeting in completion to resource in the attendee list Attendees entry e You can enter attendees by email address resource or contact name user name or initial without caring about e Just separate attendees with commas or semicolons Note e Duplicate email addresses in the attendee list will automatically be removed 12 4 Progress section This section is common to meeting and periodic meeting It allows to follow up the progress of a meeting Table 12 6 Progress section fields Field
120. he product Name Name of the product Designation Trade name of the product known outside the company Customer The customer the product should be delivered to Prime contractor The contact into customer organization who will be responsible for the product delivery Is sub product of Name of the top product if this product is a sub product Closed Flag to indicate that product is archived Description Complete description of the product Required field 191 ProjeQtOr User guide Release 5 1 Section Product versions List of the versions defined for the product 192 Chapter 13 Environmental parameters ProjeQtOr User guide Release 5 1 13 2 Versions Version is the declination of the product life A project works on one or more versions of the product A version of product is any stable status of the element delivered by the project For IT IS projects versions are generally applications versions Other sections Attachments e Notes Section Description Table 13 2 Description section fields Field Description Id Unique Id for the version Product The product on which the version applies Name Name of the version Prime contractor The contact into customer organization who will be responsible for the version delivery Responsible Resource responsible of the version Entry into service Initial planned and real entry
121. ically linked to the require ment Initial and planned due dates e Possibility to define indicators to follow the respect of dates values e See Indicators screen Predecessor and successor elements e Requirements can have predecessors and successors e This defines some dependencies on the requirements e The dependencies don t have specific effects It is just an information 138 Chapter 9 Requirements et Tests ProjeQtOr User guide Release 5 1 Other sections e Predecessor and Sucessor element e Summary of test cases e Linked element e Attachments e Notes Section Description Table 9 1 Description section fields Field Description Id Unique Id for the requirement Name Short description of the requirement Requirement type Type of requirement Project The project concerned by the requirement Product The product concerned by the requirement External reference External reference for the requirement Requestor Contact who requested the requirement Origin Element which is the origin of the requirement Urgency Urgency of implementation of the requirement Initial due date Initial due date Planned due date Planned due date Description Long description of the requirement Required field Fields Project and Product e Project or product must be set e You can set both 9 1 Requirements 139 Pro
122. imple equation as follows Equation e Criticality value Severity value X Likelihood value 2 e For example Critical 8 High 4 X High 4 2 Default values e Default values are determined e You can change its values while respecting the equation defined above 11 3 Criticality value calculation 177 ProjeQtOr User guide Release 5 1 11 4 Issues An issue is a problem that occurs during the project If the risk Management plan has been correctly managed issues should always be occurring identified risks Actions must be defined to solve the issue Initial and planned end dates e Possibility to define indicators to follow the respect of dates values e See Indicators screen Other sections e Linked element e Attachments e Notes Section Description Field Description Id Unique Id for the issue Name Short description of the issue Type Type of issue Project The project concerned by the issue Criticality Level of importance of the impact for the project Priority Priority requested to the treatment of the issue Origin Element which is the origin of the issue Cause Description of the event that led to the issue Impact Description of the impact of the issue on the project Description Complete description of the issue Required field Section Treatment Field Descriptio
123. indicate this value is archived Required field 250 Chapter 17 Lists of values ProjeQtOr User guide Release 5 1 17 17 Delivery modes The mode of delivery Section Description Field Description Id Unique Id for this value Name Name of this value Sort order Number to define order of display in lists Closed Flag to indicate this value is archived Required field 17 18 Measure units The measure units Section Description Field Description Id Unique Id for this value Name Name of this value Plural of name Plural form of name Sort order Number to define order of display in lists Closed Flag to indicate this value is archived Required field 17 17 Delivery modes 251 ProjeQtOr User guide Release 5 1 252 Chapter 17 Lists of values CHAPTER 18 Lists of types Every element is linked to a type defining some mandatory data or other GUI behavior 253 ProjeQtOr User guide Release 5 1 Contents Projects types Tickets types Activities types Milestones types Quotations types Orders types Individual expenses types Project expenses types Expenses details types Bills types Payments types Risks types Opportunities types Actions types Issues types Meetings types Decisions types Questions types Messages types Documents types Contexts types Requirements types Test cases types Test se
124. ion e Activities planning process trying to plan the assigned work to the resource within the specified period e If a incompletely planned tasks happen a brown bar appear in the Gantt view Multi project affectation A resource can be affected to multiple projects in the same period Make sure that the affectation to projects for a period not exceeding 100 In the section Affectations in Resources screen a tool allows to displayed conflicts Hint How resolve conflicts e You can change affectation period to avoid overlap between projects e You can change the rate of affectation for it does not exceed 100 for the period 2 4 3 Contact affectation A contact affected to a project can be defined as requestor Project affectation can be defined in Project and Contacts screens 2 4 Project affectation 25 ProjeQtOr User guide Release 5 1 2 5 Activity assignment e Activity assignment is used to assign resource to project activities e Project activities are activity meeting and test session Note e Only resources affected to the project of the activity can be assigned to the activity 26 Chapter 2 Concepts ProjeQtOr User guide Release 5 1 2 6 Resource function and cost Function e The function defines the generic competency of a resource e It is used to define the role play by the resource on specific activity e In real work allocation screen the function name will be displayed
125. iption of the question Required field 188 Chapter 12 Review logs ProjeQtOr User guide Release 5 1 Section Answer Table 12 10 Answer section fields Field Description Status Actual status of the decision Responsible Resource who is responsible for the follow up of the question Initial due date Initially expected date for the answer to the question Planned due date Updated expected date for the answer to the question Replier Name of the person who provided the answer Handled Flag to indicate that question has been taken into account Done Flag to indicate that question has been answered Closed Flag to indicate that question is archived Cancelled Flag to indicate that question is cancelled Response Complete description of the answer to the question Required field 12 6 Questions 189 ProjeQtOr User guide Release 5 1 190 Chapter 12 Review logs CHAPTER 13 Environmental parameters Contents e Products e Versions 13 1 Products Product is the element a project is built for A project works on one or more versions of the product A product is any element delivered by the project For IT IS projects products are generally applications Other sections e Attachments e Notes Section Description Table 13 1 Description section fields Field Description Id Unique Id for t
126. is message on login screen Closed Flag to indicate that the message is archived Required field Field Project e Only resources affected to the project will see the message Section Message Table 14 2 Message message section fields Field Description Message Complete text of the message 14 3 Messages 215 ProjeQtOr User guide Release 5 1 14 4 Import data Imports data from CSV or XLSX files How to do 1 Select the element type from the list 2 Select file format CSV or XLSX 3 Select the file 4 Click on Import data button to start importing Report of the import e Data that is not imported because not recognized as a field appear in grey text in the result table e Data that are voluntarily not imported because must be calculated appear in blue text in the result table Note Import users e The password field must be cut and pasted from the database because it is encrypted e If you enter some readable password the users will not be able to connect Attention e If you want to create new users don t put any id because if id already exists it will be overridden by the new with possibility to erase admin user e Always keep in mind that your import may have some impact on administrator user e So be sure to keep an operational admin access 216 Chapter 14 Tools ProjeQtOr User guide Release 5 1 14 4 1 File format The content
127. ividual expense lt o sea ead dee ee kad dda Dee wa ee eee a eee S 10 2 Project expense dick a te ke RR eal ge Shee 10 3 Expense detail ines eros ars ee eb eee hee eee ee baw dee baw ek 4 10 4 Quotations s s 6 0 4 4 4 404 44464 45455 6448 64 4595 eh bE SEAS IOS Onders os 4 cee oa Ree ee oe EE A eR ee ee Ie ee BO es 100 BUSES ina e e kt aston eee bh he A RA atin es Ai torre A ek Mile te G LO TEMS coi ok ee eR Oe bee eR ke RS Ge Bo eo ble ee ee CO SE BR E 10 8 Activities prices io c Pica eae be bah Phi AE CASO Se ea ee eee eae 10 9 Payments o scs gs te eh he ne we ae Bok fo Ae ede ee pow Geka Boe RAS Body Sot Risk amp Issue Management TIT RISKS ki See e woe Se ER A O SU ew Be a eo eB BORE E 112 Oppomunitess mai id ee eo eee E ee ee Ee eed 11 3 Criticality valu caleulation lt lt 44 rss EA SOE Re ee ae ee He a LA ISSUES ed tm ER A eae REE Pee Oe e eee OR ae AA A LLS ACHOMS o pios ko a oe Ew ee a ek ee Coe amp Review logs 12 1 Mestngs 2 2 3k heed Sa ee bbe eee eA A ee ee ee ee eae EY 12 27 Penodic Meetings e ede Spots EHO Sed a e eee hae woe 12 3 Attendees Sections si sgp a a Se EE eos Ba a ee be Eee e 12 4 SPROSTESSISCCUOM 256 24 5 be Ge ee hla eee hie hse ee fu ee hee eek sd bodes 12 5 DECISIONS s suc es KR ee EE RR eS Bp eee ew SO ROE ew ees 12 6 QUESTIONS e cy cho HM Gee oe RRS CPE NG BA ES Se BEE ELE ROE BB eS Environmental parameters EA A A AAA A a e 13 2 VOTOS A a a a aa y 3 A
128. jeQtOr User guide Release 5 1 Section Treatment Table 9 2 Treatment section fields Field Description Top requirement Parent requirement defining a hierarchic structure Status Actual status of the requirement Responsible Resource who is responsible for the requirement Criticality Level of criticality of the requirement for the product Feasibility Result of first analysis to check the feasibility of the implementation of the requirement Technical risk Result of first analysis to measure the technical risk of the implementation of the requirement Estimated effort Result of first analysis to measure the estimated effort of the implementation of the requirement Handled Flag to indicate that requirement is taken into account Done Flag to indicate that requirement has been treated Closed Flag to indicate that requirement is archived Cancelled Flag to indicate that requirement is cancelled Target version Version of the product where the requirement will be active Result Description of the implementation of the requirement Required field Section Lock A requirement can be locked to ensure that its definition has not changed during the implementation process Button Lock Unlock requirement e Button to lock or unlock the requirement to preserve it from being changed e Only the user who locked the requirement or a habilitated user can unl
129. k for resource e Defines who have access on diary for resources Note Validate real work e In most cases it is devoted to project leader Section Work and Cost visibility This section defines for each profile the scope of visibility of work and cost data Section Assignment management e This section defines the visibility and the possibility to edit assignments on activities or else 16 7 Specific access 237 ProjeQtOr User guide Release 5 1 Section Display specific buttons e This section defines whether some button will be displayed or not Display of combo detail button e This option defines for each profile whether the button amp will be displayed or not facing every combo list box e Through this button it is possible to select an item and create a new item e This button may also be hidden depending on access rights if the user has no read access to corre sponding elements Access to checklist e Defines visibility or not to the checklist if defined Section Planning access rights e This section defines access to planning functionality Calculate planning e This option defines for each profile the ability to calculate planning or not Access to resource planning of others e This option defines for each profile the ability to see the resource planning of others Section Unlock items e This section defines for each profile the ability to unlock any document or requirement
130. le selected is used to give data access to elements of the projects Workflow definition e The profile is used to define who can change from one status to another one e You can restrict or allow the state transition to another one according to the profile e Workflow definition is managed in Workflows screen 18 Chapter 2 Concepts ProjeQtOr User guide Release 5 1 Predefined profiles e ProjeQtOr offer some predefined profiles Administrator profile e This profile group all administrator users e Only these users can manage the application and see all data without restriction e The user admin is already defined Supervisor profile e Users linked to this profile have a visibility over all the projects e This profile allows to monitor projects Project leader profile e Users of this profile are the project leaders e The project leader has a complete access to owns projects Project member profile e A project member is working on projects affected to it e The user linked to this profile is a member of team projects Project guest profile e Users linked to this profile have limited visibility to projects affected to them e The user guest is already defined Predefined profiles External e ProjeQtOr allow to involve client employees in their projects e The distinction between this profile and its equivalent user access is more limited 2 2 Profiles definition 19 ProjeQtOr User guide Release 5
131. lected in a defined list Fix planning Selector to fix the planning of the project and its sub projects Done Flag to indicate that project is been finished Closed Flag to indicate that project is archived Cancelled Flag to indicate that project is cancelled Description Complete description of the project Objectives Objectives of the project Required field Section Version linked to this project Section Sub projects 4 1 Project ProjeQtOr User guide Release 5 1 4 2 Activity An activity is a kind of task that must be planned or that regroups other activities It is generally a long time activity that will be assigned to one or more resources Activities will appear on Gantt planning view For instance you can manage as activities e Planned tasks e Change requests e Phases e Versions or releases Activities regroupment e Activities can have parents to regroup activities So a WBS work breakdown structure number is calculated for the activities e Activities can be sorted inside their parent activity on the Gantt planning view using drag and drop e Parent activity must belong to the same project Assigned ressources e Resources are can be assigned to activities e This means that some work is planned on this activity for the resources e See Assignment Other sections e Assignment e Progress e Predecessor and Sucessor element e Linked
132. lent but it may be more if the resource is not a person but a team or less 1f the person work only partial time A resource is affected to a project at a certain rate possibly with start and end dates If resources are not shared between projects so rate will probably always be 100 But if resources are shared then rate could be less than 100 If a resource is equally shared between two projects then each project should enter a rate of 50 This will lead to control that planning for each project will not overtake rate capacity so that first project planning its activity will not take all the availability of the resource Project affectation capacity is controlled on a weekly basis This means that planning for a project including sub projects will not be more than Resource Capacity x Resource affectation rate x 5 for a given week 6 4 Projects portfolio Planning can be displayed on a projects portfolio point of view 114 Chapter 6 Follow up ProjeQtOr User guide Release 5 1 Only projects and milestones are displayed This is a good way to display projects synthesis and projects dependencies without messing with projects activities It is possible to select milestones to be displayed from none to all or select one milestones type to display only milestones of this type 6 5 Resource Planning Planning can be displayed on a resource basis One group line is displayed for each resource One group line can
133. lity Other sections e Bill lines e Linked element e Attachments e Notes Section Description Field Description Id Unique Id for the order Name Short description of the order Order type Type of order Project The project concerned by the order Customer Customer concerned by the order Contact Contact in customer organization to whom you sent the order External reference External reference of the order as received Submitted date Date when order is sent to customer Receive mode Delivery mode Origin Element which is the origin of the order Description Complete description of the order Additional info Any additional information about the order Required field Field Customer e Automatically updated from project field 10 5 Orders ProjeQtOr User guide Release 5 1 Section Treatment Field Description Status Actual status of the order Responsible Resource who is responsible for the order Handled Flag to indicate that order is taken into account Done Flag to indicate that order is done execution processed Closed Flag to indicate that order is archived Cancelled Flag to indicate that order is cancelled Activity type Type of the activity object of the order Linked activity Activity representing the execution of the order Initial Initial values
134. losed green 110 Chapter 6 Follow up ProjeQtOr User guide Release 5 1 6 1 4 Sections Tasks 39 66 Here are listed as a To do list all the items for which the connected user is either assigned to responsible of or issuer or requestor of Click on an item will directly move to it Note Parameter Max items to display e Number of items listed here are limited to a value defined in Global parameters Field Description id Unique Id for the item Project The project concerned by the item Type Type of item Name Name of the item Due date Planned end date or due date Status Actual status of the item Issuer Flag on indicate the user is the issuer for the item Resp Flag on indicate the user is the responsible for the item Column Id e Id column displayed unique Id and specific icon for the item 6 1 Today 111 ProjeQtOr User guide Release 5 1 6 1 5 Extending section You can select any report to be displayed on the Today screen Add selected report e To do this just go to the selected report select parameters and display result to check it is what you wish on today screen e Click on to insert this report with parameter on the Today screen e Any unchanged parameter will be set as default value e These reports will be displayed on Today screen like other pre defined parts category report parameters
135. lue is filled or not Field value is filled e If the field value is filled the details of item associated are displayed Detail of list element as Fig 3 37 Detail of list element dialog box e Click on to re select an item e Click on to close the dialog box Field value is empty e If the field value is empty the list of items is displayed allowing to select an item Detail of list element 2 4 00 Fig 3 38 Detail of list element list dialog box e Click on Y to select items e Click on Lil to create a new item e Click on to close the window Note Window header e You have access to Rapid filter Quick search and Advanced filter Note Select several items e Some elements is possible to select several items use Cont rol or Shift 3 1 Global view 61 ProjeQtOr User guide Release 5 1 Long text field e Long text fields allow to write description results notes e A mini editor is provided e Text zone is extendable Fig 3 39 Long text field Note User parameter Editor mode always on e This parameter defines that the editor is always activated on long text fields 62 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 Origin field e This field allows to determine the element of origin e The origin is used to keep track of events ex order from quote action from meeting e The origin may be s
136. mails These alerts can also be dispatched as emails It is also possible to manually send emails from the application attaching the details of an item It is also possible to retrieve answers to this type of email to save the message in the notes of the relevant item Administration ProjeQtOr provides administrative features to manage connections send special alerts and manage background tasks treatments CRON Moreover the tool features its own CRON system independent of the operating system and able to handle the PHP stop and restart 14 Chapter 1 Features CHAPTER 2 Concepts This chapter defines the concepts of ProjeQtOr They can be referred in the following chapters 15 ProjeQtOr User guide Release 5 1 2 1 ProjeQtOr roles A stakeholder can play many roles in ProjeQtOr Roles depends on Stakeholder definition Specific roles are defined to allow e To categorize the stakeholders involved in the projects e To identify the stakeholders on items e To regroup the stakeholders to facilitate information broadcasting Use to e In items of elements e As reports parameters e As recipients list to mailing and alert Administrator e An administrator is a user with Administrator profile e Has a visibility over all the projects Contact e A contact is a person in a business relationship e A contact can be a person in the customer organization e Used as contact person for cont
137. mental parameters CHAPTER 14 Tools Contents e Emails sent e Alerts e Messages e Import data File format Data import process e Automatic import 14 1 Emails sent Users can have a look at the list of the automatic emails sent All the information about the email including the status showing whether the email was correctly sent or not 213 ProjeQtOr User guide Release 5 1 14 2 Alerts Users can have a look at the alerts sent By default administrators can see all the alerts sent and other users only see their own alerts Fig 14 1 Alert screen Button Mark as read e The button is available if the user alert is not tagged read yet 214 Chapter 14 Tools ProjeQtOr User guide Release 5 1 14 3 Messages Concepts e Profiles definition You can define some message that will be displayed on the Today screen of users Optionally the message can be shown on login screen You can limit the display to some profile and project The message will be displayed in a color depending on the message type Section Description Table 14 1 Message description section fields Field Description Id Unique Id for the message Title Header of the message Message type Type of message Profile The profile of users who will see the message Project The project to limit display Show on login screen Show th
138. meric value is determined by a simple equation as follows Equation e Priority value Urgency value X Criticality value 2 e For example Critical priority 8 Blocking 4 X Critical 8 2 Default values e Default values are determined e You can change its values while respecting the equation defined above 134 Chapter 8 Ticket management ProjeQtOr User guide Release 5 1 8 2 Tickets simple Simple ticket is just a restricted view of Ticket with limited write access to Description section and limited view on treatment section This view is dedicated to provide access to Ticket to users who should not be able to change treatment of Tickets such an External Team members but can possibly create new ones Other sections e Attachments e Notes Section Description Table 8 4 Simple ticket description section fields Field Description Id Unique Id for the ticket Name Short description of the ticket Project The project concerned by the ticket Urgency Urgency for treatment of the ticket as requested by the issuer Context List of 3 items describing the context of the ticket Version Version of product where ticket has been identified Description Complete description of the ticket Required field Field Context e Contexts are initialized for IT Projects as Environment OS and Browser e This
139. meters screen e The users admin and guest are created during installation LDAP users e Allows users defined in an external directory to login at ProjeQtOr by the LDAP protocol e Users information and password policy are managed in the external directory e LDAP protocol parameters are set in Global parameters screen Default user profile e A general user profile can be set during user creation e A different default profile can be set for ProjeQtOr and LDAP users Web Service e ProjeQtOr provides an API to interact with its elements It is provided as REST Web Service An API key is defined for the user e This API key is used to encrypt the data for methods PUT PUSH and DELETE 196 Chapter 13 Environmental parameters ProjeQtOr User guide Release 5 1 Other sections e Affectations Section Description Table 13 4 Users description section fields Field Description Id Unique Id for the user Photo Photo of the user User name login id of the user Real name Name of the user Initials Initials of the user Email address Email address of the user Profile Profile of the user Locked Flag used to lock the user to prohibit connections Is a contact Is this user also a contact Is a resource Is this user also a resource Closed Flag to indicate that user is archived Description Complete description of the user
140. mine some GUI behavior according to element types Note e Depending on the element type the following fields can be displayed Description or Comments e This field allows to define that description field to this element type is mandatory Responsible e This field allows to define that responsible field to this element type is mandatory when the status to treatment of an item is handled Result e This field allows to define that result field to this element type is mandatory when the status to treatment of an item is done Flag status e Those fields allow to determine whether flags status are locked or not e When a flag status is locked move to this status through status change 18 26 Behavior section 269 ProjeQtOr User guide Release 5 1 270 Chapter 18 Lists of types CHAPTER 19 Plug ins 19 1 Plug ins management Plug ins allows to add non generic features to ProjeQtOr Plug in deployment e Plug in will be deployed during installation e The result of deployment will be available in the log file See Administration console Section Installed plug ins This section lists the installed plug ins Table 19 1 Detail of installed plug ins list Field Description Name Plug in name Description Plug in description Version Plug in version Deployed date Deployed date Deployed on The version when the module has been installed Compatible since Compa
141. ministration CHAPTER 21 Glossary 21 1 Glossary Closed e Flag to indicate that item is archived e Item will not appear in lists any more unless show closed is checked Description e This field allows to define a description on an item e Depending on the element type name of field can be different See also GUI behavior e It is possible to define that description field is mandatory The element type screens allow to set this parameter to several elements e More detail see Behavior section Done e Flag to indicate that item has been done e Date of done is saved External reference e This field allows fill free input e It uses to refer information from an external source External reference value can be put in email message with externalReference special field e More detail see Administration guide Handled e Flag to indicate that item has been taken into account e Date of handling is saved e This generally means that responsible has been named Id 281 ProjeQtOr User guide Release 5 1 Origin Status Every item has a unique Id automatically generated on creation Id is chronologically affected for all kind of items Activity Ticket Id is shared for all projects and all types i e incident of the same kind items i e Ticket Reference is displayed after id automatically generated on creation Reference depends on defined format see under Format for reference numbering
142. n Status Actual status of the issue Responsible Resource who is responsible for the issue Initial end date Initially expected end date of the issue Planned end date Updated end date of the issue Handled Flag to indicate that issue is taken into account Done Flag to indicate that issue has been treated Closed Flag to indicate that issue is archived Cancelled Flag to indicate that issue is cancelled Result Complete description of the treatment of the issue Required field 178 Chapter 11 Risk amp Issue Management ProjeQtOr User guide Release 5 1 11 5 Actions An action is a task or activity that is set up in order to Reduce the likelihood of a risk or reduce the impact of a risk or solve an issue or build a post meeting action plan or just define a to do list The actions are the main activities of the risk management plan They must be regularly followed up Initial and planned due dates e Possibility to define indicators to follow the respect of dates values e See Indicators screen Other sections e Linked element e Attachments e Notes Section Description Field Description Id Unique Id for the action Name Short description of the action Action type Type of action Project The project concerned by the action Priority Priority requested to the treatment of the action Description Complete description of the action
143. n modify the translation tables of all languages and produce files lang js 16 8 Translatable name 239 ProjeQtOr User guide Release 5 1 240 Chapter 16 Access rights CHAPTER 17 Lists of values 241 ProjeQtOr User guide Release 5 1 Contents e Functions e Status e Quality levels e Health status e Overall progress Trends e Likelihoods e Criticalities e Severities e Urgencies e Priorities e Risk levels e Feasibilities e Efficiencies e Payment deadlines e Payment methods Delivery modes e Measure units 17 1 Functions The function defines the generic competency of a resource Section Description Field Description Id Unique Id for this value Name Name of this value Sort order Number to define order of display in lists Closed Flag to indicate this value is archived Description Complete description of this value Required field 242 Chapter 17 Lists of values ProjeQtOr User guide Release 5 1 17 2 Status The status is an important element of items lifecycle It defines the progress of the treatment of the element Some automations are implemented depending on status definition to set on items Handled status e This status specifies that the treatment of item is taken over e A responsible can be determined e It is possible to require the appointment of a responsible when the status change to
144. ndicate that type is archived Description Description of the type Required field 18 1 Projects types 255 ProjeQtOr User guide Release 5 1 18 2 Tickets types Ticket type is a way to define common behavior on group of tickets Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Code Code of the type Workflow Defined the workflow ruling status change for items of this type see Workflows Sort order Number to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 18 3 Activities types Activity type is a way to define common behavior on group of activities Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Code Code of the type Workflow Defined the workflow ruling status change for items of this type see Workflows Sort order Number to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 256 Chapier 18 Lists of types ProjeQtOr User guide Release 5 1 18 4 Milestones types Milestone type is a way to define common behavior on group of milestones Other sectio
145. nly used for periodical documents e For instance weekly boards Sequential e Version is a sequential number e This versioning type is commonly used for recurring documents e For instance Meeting reviews Custom e Version is manually set e This versioning type is commonly used for external documents when version is not managed by the tool or when the format cannot fit any other versioning type 7 1 Documents 123 ProjeQtOr User guide Release 5 1 Other sections e Linked element e Notes Section Description Table 7 1 Description section fields Field Description Id Unique Id for the document Name Short description of the document Type Type of document Project The project concerned by the document Product The product concerned by the document Directory Place where the document is stored to organize document structure Document reference Document reference name External reference External reference of the document Author User or Resource or Contact who created the document Closed Flag to indicate that document is archived Cancelled Flag to indicate that document is cancelled Required field Field Document reference e Document reference name is calculated from format defined in the Global parameters screen Field Author e Positioned by default as the connected user e Can be changed for instance if the a
146. nning work drives planning calcuation one of the key to manage project progress is to enter the real work and re estimate left work for all ongoing tasks ProjeQtOr provides a dedicate screen for this feature to ease this input so that entering real work is as quick as possible 95 ProjeQtOr User guide Release 5 1 Contents e Real work allocation Selection timesheet Input fields Input entry validation 5 1 Real work allocation This screen is devoted to input of real work Resource enters work day by day on each assigned task The input is for one resource on a weekly basis Note e The corresponding cost to the real work is automatically updated to the assignment activity and project CJ X E M Ey Real work allocation resource web deveioper EEA 20s SEA 4a i EET 26 10 2015 y a nde ones D pd Show only cart week E hide not handled tems show cosed items Y submit work _ validate work 26 10 2015 01 11 2015 d igned er due A E E A ee la 05 03 2012 19 08 2015 75 2 8 5 o j o o o o 0 o 66 7 75 2 6 Evolution X Development 09 07 2015 14 07 2015 10 o oJ o Jo o a o o 10 10 Web Application V1 Main test session m 25 06 2015 25 06 2015 2 0 o 0 0 o 0 o o 2 2 unit for real work allocation days aS E a O ee Gee G is Fig 5 1 Timesheet zone screen Selection timesheet e Allows to select a timesheet for a resource and
147. ns Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Code Code of the type Workflow Defined the workflow ruling status change for items of this type see Workflows Sort order Number to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 18 5 Quotations types Quotation type is a way to define the way the concerned activity should be billed Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Code Code of the type Workflow Defined the workflow ruling status change for items of this type see Workflows Sort order Number to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 18 4 Milestones types 257 ProjeQtOr User guide Release 5 1 18 6 Orders types Order type is a way to define the way the activity references by the order will be billed Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Code Code of the type Workflow Defined the workflow ruling status change for items of this type see Workflows Sort order Numbe
148. nt Done Flag to indicate that milestone has been treated Closed Flag to indicate that milestone is archived Cancelled Flag to indicate that milestone is cancelled Target version The target version of the product that will deliver the object of the milestone Result Complete description of the treatment done on the milestone Required field Section Progress Field Description Validated due date Committed end date milestone should not end later Planned due date Calculated end date taking into account all the constraints Real due date Real end date when milestone is set to done Requested due date Wished end date Field WBS e Hierarchical position of the milestone in the global planning List of value Planning mode e Planning mode for the milestone floating or fixed 4 3 Milestone 85 ProjeQtOr User guide Release 5 1 4 4 Common sections 86 Chapter 4 Planning elements ProjeQtOr User guide Release 5 1 4 4 1 Assignment Resources can be assigned to activities It is possible to assign several times the same resource to an activity It can for instance be used to add extra work without modifying initial assignment Go to e Click on the resource name will directly move to the resource Project affectaion e Only resources affected to the project of the activity can be assigned e Affectations may have start and end dates
149. nt proposal including attaching some file completely describing the proposal with details terms and conditions Transform quotation to order e A quotation can be copied into an order when corresponding document is received as customer agreement Bill lines section e This section allows to detail the quotation modality Other sections e Bill lines e Linked element e Attachments e Notes Section Description Field Description Id Unique Id for the quotation Name Short description of the quotation Quotation type Type of quotation Project The project concerned by the quotation Origin Element which is the origin of the quotation Customer Customer concerned by the quotation Contact Contact in customer organization to whom you sent the quotation Request Request description Additional info Any additional information about the quotation Required field Field Customer e Automatically updated from project field 10 4 Quotations 157 ProjeQtOr User guide Release 5 1 Section Treatment Field Description Status Actual status of the quotation Responsible Resource who is responsible for the quotation Sent date Date when quotation is sent to customer contact Send mode Delivery mode Offer validity Limit date of the validity of the proposal Likelihood The probability that th
150. nth week or day Left side buttons 6 e Click on to go to week display mode e Click on 4 to return to the last display mode Day number button e Click on the day number button to go day display mode 6 6 Diary 117 ProjeQtOr User guide Release 5 1 6 7 Reports A list of reports is available in different categories 1 Select a category O report list will update 2 Select a report in the list this will display specific parameters for the report 3 Update the parameters to get the information you need 4 Click on a button to produce the report 4 parameters a year 2015 month Fig 6 8 Reports screen Buttons e Click on Y to display the report e Click on to get a printable version of the report e Click on to export the report as PDF format e Click on to display this report on the Today screen e Click on amp to define this report as favorite This report will be available in favorite reports list 118 Chapter 6 Follow up ProjeQtOr User guide Release 5 1 6 7 1 Favorite reports See your favorite reports when you move your cursor over the reports menu icon in the top bar favorite reports E x work weekly i x availability synthesis period 10 month Fig 6 9 Favorite reports tooltip Favorite reports tooltip e Allows to reorder reports displayed with drag amp drop feature Using the selector area button icon drag amp
151. o a project for project documentation to a product for product document or both Document item describes general information about the document The file document will be stored in the tool as versions Document files storage e Document will always refer to a directory where the file is physically stored e Directories are defined in Document directories screen Document versioning e Document versioning allows to keep different version at each evolution of the document e Document can evolve and a new file is generated at each evolution e Type of versioning must be defined for a document Approval process e You can define approvers to a document e When all approvers have approved the document version it is considered as approved and then appears with a check in the list of versions e When creating an approver in the list the approver is also automatically added to the latest version of the document e When adding a version to the document the approvers are automatically added to the version 122 Chapter 7 Document management ProjeQtOr User guide Release 5 1 Type of versioning A document can evolve following four ways defined as versioning type Evolutive e Version is a standard Vx y format e It is the most commonly used versioning type e Major updates increase x and reset y to zero e Minor updates increase y Chronological e Version is a date e This versioning type is commo
152. o show or hide work changes done in Real Work Allocation e For section Change history the display of work is defined in user parameter Display history 58 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 Special fields This section describes the ProjeQtOr special fields Accelerator buttons Move to next status button e This button allows to skip to the next status without having to open the list e The next status is defined by the workflow linked to the type of element status recorded z gt qualified Fig 3 34 Move to next status button Assign to me button e This button allows to set the current user in the related field responsible z gt J assign to me Fig 3 35 Assign to me button 3 1 Global view 59 ProjeQtOr User guide Release 5 1 Combo list field e Combo list field allows to search view or create item associated with the field Note e The access to view or create item depends on your access rights e Some buttons can be not available customer AN l Fig 3 36 Combo list field e Click on WF to get the list of values e Click on will directly go to the selected item Note Click on to return to the last screen More detail see Top bar 60 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 e Click on to access item details e The next action depends on whether the field va
153. ock a requirement Requirement locked e When a requirement is locked the following fields are displayed Table 9 3 Fields when the requirement is locked Field Description Locked Flag to indicated that the requirement is locked Locked by User who locked the requirement Locked since Date and time when the requirement was locked 140 Chapter 9 Requirements et Tests ProjeQtOr User guide Release 5 1 9 2 Test cases Test cases are elementary actions executed to test a requirement You may define several tests to check a requirement or check several requirements with one test Test case must be defined to a product or a project It can be applied to both Product version e A given version of the product can be defined meaning the test case is valid at this version Rights management e Linking test case to a project will limit the visibility respecting rights management at project level Predecessor and successor elements e Test case can have predecessors and successors e This defines some dependencies on the test case e Dependencies don t have specific effects It is just an information Other sections e Predecessor and Sucessor element e Linked element e Attachments e Notes 9 2 Test cases 141 ProjeQtOr User guide Release 5 1 Section Description Table 9 4 Description section fields Field Descrip
154. of the numbers counted e Checkboxes allow to filter displayed projects To do Projects to do Not closed Projects to do and done All Projects to do done and closed Projects name e Click on the name of a project will directly move to it Manuel indicators e Manuel indicator can be set on project e Trend and health status indicators are displayed Icon Trend e This icon allows to display the trend of the project Icon Health status e This icon allows to display the health status of the project 6 1 Today 109 ProjeQtOr User guide Release 5 1 Progress e Calculated progress and overall progress are displayed Calculated progress 4 e Actual progress of the work of project Note On mouse over the bar e On each project shows part of to do red compared to done and closed green Overall progress O e Additional progress manually selected for the project Project metrics e Some metrics are displayed on each project Table 6 1 Fields of project metrics Field Description Left Left work for the project Margin Work margin End date Planified end date of the project Late Number of late days in project Numbers of elements concerned to project e Numbers of elements concerned to a project are displayed Note On mouse over the bar e On each element shows part of to do red compared to done and c
155. oint out key dates Milestones are commonly used tom check delivery dates They can also by used to highlight transition from one phase to the following one Opposite to Activities Milestones have no duration and no work Floating milestone e This milestone will automatically move to take into account dependencies Fixed milestone e This milestone is fixed in the planning not taking into account predecessor dependencies e This kind of milestone is interesting for instance to set up start date for some tasks Other sections e Predecessor and Sucessor element e Linked element e Attachments e Notes Section Description Table 4 4 Milestone description section fields Field Description Id Unique Id for the milestone Name Short description of the milestone Milestone type Type of milestone Project The project concerned by the milestone Origin Element which is the origin of the milestone Description Long description of the milestone Required field 84 Chapter 4 Planning elements ProjeQtOr User guide Release 5 1 Section Treatment Table 4 5 Milestone treatment section fields Field Description Parent activity Parent activity for grouping purpose Status Actual status of the milestone Responsible Resource who is responsible for the milestone Handled Flag to indicate that milestone is taken into accou
156. om customer field e Full Amount with taxes Fields Payment Columns e Date Date of payment Amount Payment amount e Complete Flag to indicate that complete payment 164 Chapter 10 Financial ProjeQtOr User guide Release 5 1 Section Bill lines Input for each bill line depends on billing type Field Description Id Unique Id for the bill line N Number of the line for the bill Description Description of the line Detail Detail of the line Unit price Unitary price of billed element Quantity Quantity of billed element Sum Total price for the line Price x Quantity Bill lines management e Click on to add a bill line A different Bill line dialog box will be displayed depends on billing type e Click on to modify an existing bill line e Click on X to delete the bill line 10 6 Bills 165 ProjeQtOr User guide Release 5 1 Bill line At terms T Bill line tem Ee x Term description Term detail 300 Cancel OK Fig 10 2 Bill line dialog box At terms Table 10 2 Fields of bill line dialog box At terms Field Description N Number of the line for the bill Term Project terms to be selected Description Description of line Detail Detail of the line Price Real amount of term Required field Field Description e Automatically set with the term name
157. omment field is filled e Moving the mouse over the icon will display the test case run comments Field Detail e Moving the mouse over the icon Y will display the test case description e Moving the mouse over the icon Y will display the test case expected result e Moving the mouse over the icon Y will display the test case prerequisite Field Status e If status of test case run is failed information about selected ticket is displayed too 146 Chapter 9 Requirements et Tests ProjeQtOr User guide Release 5 1 Manage test case runs list e Click on to add a test case run A Test case run dialog box will be appear e Click on to edit a test case run A Test case run detail dialog box will be appear e Click on X to remove a test case run Click on to mark test case run as passed e Click on to mark test case run as failed e Click on to mark test case run as blocked Test case run 1 Test case A a Test allow duplicate allow duplicate test case in session Cancel OK Fig 9 1 Test case run dialog box Table 9 10 Test case run dialog box fields Field Description Test cases Test cases list Allow duplicate Flag on if you permit that test case is use more one time in a test session Test case run Te Test case A k d failed X ick mA nts Cancel OK Fig 9 2 Test case run det
158. on to display which indicator has been raised L activity 1 A 001 001 1 TAS 1 Q id 1 A name bug fixing sd respect of validated end date E reassessed work compared to validated work altas CUB external reference requestor EA a Fig 3 46 Alert icon 67 3 2 Alerts ProjeQtOr User guide Release 5 1 3 3 Themes Users can select colors Theme to display the interface The new theme is automatically applied when selected Note User parameter Theme e This parameter defines the theme to display 3 4 Multilingual ProjeQtOr is multilingual Each user can choose the language to display all the captions Note User parameter Language e This parameter defines the language used to display captions 3 5 Keyboard functionality Shortcut keys Control s to save the changes e F1 to open the online user manual to the page corresponding to the actual screen Numeric keypad e The point will be replaced by a comma if the numeric format requires it 68 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 3 6 Common sections Some sections are displayed on almost all screens Those sections allows to set information or add information to an item of the element 3 6 1 Description section This section allows to identify items of the element e Information grouped under this section a
159. oncerned by the test session Product The product concerned by the test session Product version Version of the product where the test session will be valid External reference External reference for the test session Description Complete description of the test session Required field Fields Project and Product e Project or product must be set e You can set both Section Treatment Table 9 8 Treatment section fields Field Description Parent activity Parent activity to define hierarchic position in the Gantt Parent session Parent session to define session of sessions Status Actual status of the test session Responsible Resource who is responsible of the test session Handled Flag to indicate that test session is taken into account Done Flag to indicate that test session has been treated Closed Flag to indicate that test session is archived Cancelled Flag to indicate that test session is cancelled Result Summary result of the test session Required field 9 3 Test sessions 145 ProjeQtOr User guide Release 5 1 Section Test case runs This section allows to manage test case runs Table 9 9 Test case runs list fields Field Description Test case Information about test case type Id and name Detail Detail of test case Status Status of test case run Field Test case e This icon appears when the test case run c
160. ons gt 2a id 4 validated planned __ real requested de ia resource profiie start date end date rate 9 name praject one start date 05 09 2011 05 09 2011 05 09 2011 los o9 2011 p gg 1 project manager Project Leeder C wa Fort JA ero dote 19708 2015 19 08 2015 19 08 2015 I R 10 web developer Project Member 100 customer ient one z amp j corten 1027 a z027 Ja y 1027 0 JR 12 mut developer Project Member 50 a validated assigned real left reassessed isle External Project 00 bili contact A work 100 Ja 105 2 a 162 jafoo7 da so ja PM external orfect leader Documents project code 001 004 cost Je 26584 je asso Je as21a e z573 je J R19 c mo Administrator 100 contract code X23 472 722 expense Je 6 500 Je 6 297 68 Je o je 629768 je P Ju contact profe start date end date rate 9 External shortcuts customer code reserve 0 Je ib Project Guest project one is sub project of z OM totor cost 0 Je 33 064 Je 1087768 25 214 Je Se oancale 2915 external project Bema project 100 ProjectOr RIA sponsor props 14 56 expected 16 wos 4 google com project two manager external project ead v assign to me QM maron a 16 0 e 7 mar E enn star date end date coset 5 Dian priorty Am i status enregistr 8 wane lt A qa Predecessorelement CO health status survein z a CF T Sub projects project one maintenance senal mare Los A
161. or the expense Name Short description of the expense Type Type of expense Project The project concerned by the expense Description Complete description of the expense Required field 10 2 Project expense 153 ProjeQtOr User guide Release 5 1 Section Treatment Field Description Status Actual status of the expense Planned date Planned date of the expense Planned amount Planned amount of the expense Real date Real date of the expense Real amount Real amount of the expense Closed Flag to indicate that expense is archived Cancelled Flag to indicate that expense is cancelled Required field Fields Planned date and amount e When planned date or planned amount is set other must also be set Fields Real date and amount When real date or real amount is set other must also be set 154 Chapter 10 Financial ProjeQtOr User guide Release 5 1 10 3 Expense detail lines Section Expense detail lines This section is common to individual and project expenses It allows to enter detail on expense line Fields Real amount and date e When a line is entered expense real amount is automatically updated to sum of lines amount e Real date is set with the date in the firts detail line Field Description Date Date of the detail line Name Name of the detail line Type Type of expense Detail Detail depends on the ty
162. pe of expense Amount Amount of the detail line Detail lines management e Click on F to add a detail line e Click on amp to modify an existing detail line e Click on X to delete the detail line Expense detail ar date z a i Cancel OK Fig 10 1 Expense detail dialog box Table 10 1 Fields of expense detail dialog box Field Description Name Name of the detail Date Date of the detail Type Type of expense Amount Amount of the detail Field Date e This allows to input several items during several days for the same expense to have for instance one expense per travel or per month 10 3 Expense detail lines 155 ProjeQtOr User guide Release 5 1 Field Type e Depending on type new fields will appear to help calculate of amount e Available types depending on whether individual or project expense e See Expenses details types Field Amount e Automatically calculated from fields depending on type e May also be input for type justified expense 156 Chapter 10 Financial ProjeQtOr User guide Release 5 1 Quotation and Order e Quotations e Orders 10 4 Quotations A quotation is a proposal estimate sent to customer to get approval of what s to be done and how must the customer will pay for it On the quotation form you can record all the information about the se
163. plied to bill amounts for this customer Tax number Tax reference number to be displayed on the bill Closed Flag to indicate that the customer is archived Description Complete description of the customer Required field Section Address e Full address of the customer Section Projects e List of the projects of the customer Section Contacts e List of the contacts known in the entity of the customer 206 Chapter 13 Environmental parameters ProjeQtOr User guide Release 5 1 13 9 Contacts Concepts e ProjeQtOr roles e Profiles definition e Stakeholder definition e Photo A contact is a person in a business relationship with the company The company keeps all information data to be able to contact him when needed A contact can be a person in the customer organization A contact can be the contact person for contracts sales and billing Other sections e Affectations Section Description Field Description Id Unique Id for the contact Photo Photo of the contact Real name Name of the contact User name Name of user Initials Initials of the contact Email address Email address of the contact Profile Profile of the user Customer The customer the contact belongs to Function Function of contact Phone Phone number of the contact Mobile Mobile phone number of the contact Fax Fax number of the contact
164. port dialog box e Use the checkbox to select or unselect all fields Y validated start date Y planned start date y real start date y initial start date Y validated end date Y planned end date Y real end date Y initial end date Y validated duration Y planned duration y real duration initial duration Qk e Click on Select list columns button to restrict selected fields to the ones that are currently displayed in the list Id or name for references e For fields that reference another item you can select to export either the id or the clear name for the referenced item 50 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 3 1 6 Detail window Mei rk j ojets trend E ES name Elam PR gras PRTC Linked Elements overall progress fc pian 1 all aa EEE start aate 05 09 2011 05 09 2011 os092011 ovoszon Pg Poje manager eee 1 ore Co set tas ior pean geeen me duration 1027 1027 4 a 1027 12 multi developer Project Member so astoner aeoe AA a a ee zx AAA A bill contact ham wor 100 J 2052 ja fae2 Ja oo 7 id ais 9 je leader one User Leader 1 project code 001 001 E le 26 sea Je aseo Jje zs214 Je
165. pplication Section Background tasks e Allows to start and stop background task is a specific threaded treatment that regularly checks for indicators to generate corresponding alerts warnings and automatic import when needed Section Send an internal alert Allows to send an internal alert to users Section Manage connections e Allows to force disconnection of active users and close the application for new connections Button Disconnect all users e Allows to disconnect all connected users except your own connection e The application status is displayed below 273 ProjeQtOr User guide Release 5 1 Note e Disconnection will be effective for each user when his browser will ckeck for alerts to be displayed e The delay for the effective disconnection of users will depend on the parameter delay in second to check alerts in Global parameters screen Button Open Close application e Allows to open and close application e When the application is closed the message below will appear on login screen Section Maintenance of Data e The administrator has the possibility to Close and delete sent emails and alerts Delete history of connections Updating references for any kind of element Section Log files maintenance e The administrator has the possibility to Delete old log files Show the list and specific log file 20 2 Audit connections e Audit connection proposes a
166. project of TOM oaas o je sosa Je a0e77 e0 25 208 e sosele J 3 15 etemal poje Eemal Project 10 Pajera sponsor al 140 expected 16 9 woes 1 www google com ee Y Versions linked to this project eT project two Blameer SA maron BBE as Was SSS Dojo Tooke piety 077 RACE a I 8 quati el x Ble Pe y lt a rr Predecessor element gt Sub projects project one maintenance element name status z eB at element name status aa PRL rroject sa Pret ino 5 D Console messages Fig 3 9 Logo area Information about the software e Click on Logo Area will display the software information box Information o ProjeQtOr V5 1 0 120 Website Dojo 1 10 4 f4fef70 OK Fig 3 10 Software information box Online user manual e Click on CY or use shortcut key F1 will open the online user manual to the page corresponding to the current screen Note You can change logo with your own Refer to administration guide to replace the logo 3 1 Global view 37 ProjeQtOr User guide Release 5 1 3 1 3 Menu and Documents windows la AA Rick 8 issue Management la E Review os la tea cora puras la parameters i AO D i 1 H 26 validated plann
167. ps Project Administrator Supervisor Leader Member Project Project E Leader Member Today Y EZ Y EZ Y z Y Projects x v Y O Documents Y iv Y EA Y Y External External Project Project mond Leader Member Project Project Administrator Supervisor Leader Member Tickets EZ Y Y Y Y Tickets simple lL EA Activities Y fa Y Y Y Y Milestones Y Y Y Y Y Actions Y z Y EZ z Y Y Fig 16 1 Access to forms screen 16 4 Access to reports This screen allows to define report access for each profile Users belonging to a profile can see the corresponding report in the report list How to do e Reports are grouped by report categories e Click on checkbox to permit or revoke access to the report for a profile External External Project Project Leader Member Project Project Leader Member Project Administrator Supervisor Guest work weekly Y EA z LJ E E work monthly Y iv Y work yearly Y Y Y detailed work per resource weekly v Y Y mm m detailed work per resource monthly Y M E mm E pe 7 detailed work per resource yearly Y iv lal work synthesis per activity Y Y Y L L work for resource weekly Y Y Y Y work for resource monthly Y Y Y Y m ll mn work for resource yearly Y v z Y m a al Fig 16 2 Access to reports screen 16 3 Access to forms 235 ProjeQtOr User guide Release 5 1 16 5 Access to data proj
168. r of table stays visible e The footer of the table with the sum of inputs remains visible fixed as soon as the number of lines is greater than 20 Input fields e Input fields in timesheet O e More detail about see Input fields 98 Chapter 5 Real work allocation ProjeQtOr User guide Release 5 1 Tasks list Task list allows to display each resource affectation task Lg Real work allocation tous CEPA gt QUEERS QUES show only current week meetings PEA 26 10 2015 v hide done items E show planned work hide not handied items E show closed items E web develoy 15 44 submit work validate work m 4A072015 0 2015 27 10 2015 E project one r a bug fixing B 05 03 2012 19 08 2015 75 2 8 5 o a o E project one developement A E Evolution X oOo L Evolution X Development 09 07 2015 14 07 2015 10 oo NA Web Application V1 Main test session 25 06 2015 25 06 2015 2 ro unit for real work allocation days Fig 5 3 Task list zone Tasks A e Tasks are regrouped by project e Tasks displayed in the list depends on Assigned tasks planified during this period Selected filter flags Behavior defined in Global parameters screen e Click on the name of the activity to access it e Click on the icon of the activity to display it detail without leaving the current screen Function of the assignement 6 e The function on the assignment is displ
169. r to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 18 7 Individual expenses types Individual expense type is a way to define common behavior on group of individual expense Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Workflow Defined the workflow ruling status change for items of this type see Workflows Sort order Number to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 258 Chapier 18 Lists of types ProjeQtOr User guide Release 5 1 18 8 Project expenses types Project expense type is a way to define common behavior on group of project expense Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Workflow Defined the workflow ruling status change for items of this type see Workflows Sort order Number to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 18 8 Project expenses types 259 ProjeQtOr User guide Release 5 1 18 9 Expenses details types Expense detail type is
170. racts sales and billing e Contacts management is performed on Contacts screen Issuer e An issuer is a user who created the item See also Creation information e The issuer name and creation date of an item are displayed in the Creation information zone Project leader e A project leader is a resource affected to a project with a Project Leader profile Project manager e A project manager is a resource defined as the manager on a project See also Accelerator button e This button allows to set current user is the project manager e More detail see Assign to me button Project team 16 Chapter 2 Concepts ProjeQtOr User guide Release 5 1 e All resources affected to a project Requestor e A requestor is a contact e Used to specify the requestor for ticket activity and requirement e Only contacts affected to the selected project can be a requestor Responsible e A responsible is a resource in charge of item treatment e Usually the responsible is set when the status of the item is handled e Only resources affected to the selected project can be a responsible See also GUI behavior e It is possible to define that responsible field is mandatory on handled status e The element type screens allow to set this parameter to several elements e More detail see Behavior section See also Set automatically the responsible e It is possible to set automatically the responsible e More detail see Global parame
171. rais la la EE Fotow up 5 gt intemal prox iristratit internal ow a u As i ect am Ci iF iF S Financia Jo u eas ema aS eral D on A tisk mue Management G entronca ceci de Conros amp Automation Parameters i ele EE validated planned reat requested alae pone start te end date pate 08 pes start aate 03 09 2011 05 09 2011 osy09 2011 05 09 2011 name project one alta sini Ze ERE PRA project manager Project Lead end date 19 08 2015 19 08 2015 19 08 2015 s ype Fora gam cose raves men z mms A 0e or Paean i amme AA a a a reat ee E PA rr ee 35 extemal opa xemal Fo 100 bill contact a wok 100 1052 h fisa p le mise Ja PRO canas ra ee project code oe je ze sax le rseo e asaxs le 2071 le R 19 amin Adminisraor 100 Documents paraa y ee pee le Escoja ESSE Ge sena Es olla ESE ae ae cae A PRA nas Pope est 108 project one is sub project of EJA M cotas cost 6 le E304 10 a7z edle 25214 Je 3eosenle PRE extemal External Project 100 Proje tOr RIA pares 2 leader ove der es ee at aaa manager SA moron BB 16 es Dojo Toolkit En version start dete end date dosed en proriy moo PR
172. re Id Element type Name Description Current situation Stakeholder Objective Reference Link 3 6 2 Treatment section This section contains information about item treatment Depending on the element this section may have a different name e Information grouped under this section are Status and Dates Responsible Link Outcome Comment 3 6 Common sections 69 ProjeQtOr User guide Release 5 1 3 6 3 Affectations section Concepts e Profiles definition e Project affectation This section allows to manage project affectations Table 3 3 Fields of affectations list Field Description Id Unique Id for the affectation Project Project affected to Resource Name of the affected resource Profile Selected profile Start date Start date of affectation End date End date of affectation Rate Affectation rate for the project Fields Project amp Resource Affectation list management e Click on to create a new affectation e Click on amp to update an existing affectation e Click on to delete the corresponding affectation e If the project affectations management is done on the Project screen the field resource will be displayed e If the project affectations management is done on the screen Resources Contacts or Users the field project will be displayed
173. roject affectation gives data visibility on a project Project affectation can be defined in the Users screen Profile selection e Selected profile allows to define access rights on project elements Hint e Selected profile allows to define the role played by the user in a project e For instance the user might be a project manager in a project and it could be a project member in another Note e Profile defined in project affectation does not grant or revoke access to users e General access to application functionalities and data is defined by user profile Period selection e Allow to define the period of project data visibility Hint Can be used to limit access period according to services agreement 24 Chapter 2 Concepts ProjeQtOr User guide Release 5 1 2 4 2 Resource affectation Project affectation allows to define the resource availability on project A resource may be affected to projects at a specified rate for a period Project affectation can be defined in Project and Resources screens It is also possible to affect a team to a project in Teams screens Note e A resource affected to a project can be defined as responsible of project items treatment Period amp Rate selection e A resource may be affected to a project at a specified rate for a period Note e If the period is not specified then the resource is affected throughout the project Attent
174. s to display e To avoid performance issues Print Gantt with old style format e Propose possibility to display old style Gantt e May cause performance issues but could fix some display issue on browsers 20 3 Global parameters 275 ProjeQtOr User guide Release 5 1 Consolidate validated work amp cost e Select if validated work amp cost are consolidated on top activities and projects Never Not consolidate Always Values are replaced on activities and project Only is set Replaces values only if not already set Apply strict mode for dependencies e Defines if a task can begin the same day as the preceding one Section Real work allocation e Defines behavior of tasks in the real work allocation screen Display only handled tasks e Display only tasks with handled status Set to first handled status e Change status of the task to the first handled status when real work is entered Set to first done status e Change status of the task to the first done status when no left work remains Section Responsible e Behavior about management of responsible including automatic initialization of responsible Auto set responsible if single resource e Automatically set responsible if not set and only one resource if affected to the project Auto set responsible if needed e Automatically set responsible to current resource if not set and the responsible is required depen
175. se Description Complete description of the expense Required field Section Treatment Field Description Status Actual status of the expense Planned date Planned date of the expense Planned amount Planned amount of the expense Real date Real date of the expense Real amount Real amount of the expense Closed Flag to indicate that expense is archived Cancelled Flag to indicate that expense is cancelled Required field Fields Planned date and amount e When planned date or planned amount is set other must also be set Fields Real date and amount When real date or real amount is set other must also be set Field Real amount e If detail lines are entered real amount is automatically calculated as sum of detail amounts and is then locked 152 Chapter 10 Financial ProjeQtOr User guide Release 5 1 10 2 Project expense A project expense stores information about project costs that are not resource costs This can be used for all kinds of project cost e Machines rent or buy Softwares e Office e Any logistic item Planned amoun t Planned amount will help to have an overview of project total costs even before expense is realized Other sections e Expense detail lines e Linked element e Attachments Notes Section Description Field Description Id Unique Id f
176. section in Global parameters screen Default format defines an numbering specific for each project and each type of items Determines the element of origin The origin is used to keep track of events ex order from quote action from meeting More detail see Origin field The status determines the life cycle of items It defines the progress of the treatment of the item Item is linked to a element type element type is linked to a workflow A workflow defines the possibility to go from one status to another one more detail see Workflows See also Accelerator button This button allows to skip to the next status More detail see Move to next status button Planning priority Result WBS This priority allows to define planned order among planning element The smaller priority element is planned first The default priority is 500 medium If projects have different priorities all elements of project with smaller value priority are planned first A result is a description of the treatment of an item Usually the result is set when the status of the item is done See also GUI behavior It is possible to define that result field is mandatory on done status The element type screens allow to set this parameter to several elements More detail see Behavior section Work Breakdown Structure Hierarchical position of the element in the global planning 282 Chapter 21 Glossary
177. ser guide Release 5 1 Section Treatment Table 8 2 Tickets treatment section fields Field Description Planning activity Activity where global work for this kind of ticket is planned Status Actual status of the ticket Responsible Resource who is responsible for the ticket Criticality Importance of impact on the system as determined after analysis Priority Priority of treatment Initial due date Initial target date for solving the ticket Planned due date Actual target date for solving the ticket Estimated work Estimated workload needed to treat the ticket Real work Real workload spent to treat the ticket Left work Left workload needed to finish the ticket Handled Flag to indicate that ticket is taken into account Done Flag to indicate that ticket has been treated Closed Flag to indicate that ticket is archived Cancelled Flag to indicate that ticket is cancelled Target version The target version of the product that will deliver the object of the ticket Result Complete description of the resolution of the ticket Required field Field Priority e Automatically calculated from Urgency and Criticality values See Priority value calculation e Can be changed manually Field Left work e Automatically calculated as Estimated Real e Set to zero when ticket is done Field Target version e
178. sous aa patos a AAA Sub projects project one maintenance P amm rame status aay eve aw project one developement eee trene E poise a AZ a pee IR Conas PORE Console messages one O a a validated end i i pra core ED amm CHED GD m ocean 2 1 pret one mantras aa ied ED o omo CEED A soon A aa roc one deroeman vansi ited ED oo amne D MT o o aonais el a proc bo had ED ow mD A n avarais A ta proc cnn gt namas m o fame coment vera ap om Fig 3 18 List window zone 1 Element identifier e Displays the element name and the count of items in the list Each element is identified with a distinctive icon 3 1 Global view 43 ProjeQtOr User guide Release 5 1 2 Rapid filter e Rapid filtering fields are proposed Id Name and Type Any change on Id and Name e Will instantly filter data e Search is considered as contains so typing 1 in Id will select 1 10 11 21 31 and so on Selecting a Type e Will restrict the list to the corresponding type 3 Buttons e Click on S to execute a textual search See Quick search e Click on Y to define an advanced filter See Advanced filter e Click on LJ to define the columns displayed See Displayed columns e Click on to get a printable version of the list e Click on to export it
179. ss section Total cost e Sum of planning elements and expense cost e Metrics available only in project progress section Ticket metrics e Allows to display global work for tickets linked with the activity e Metrics available only in activity progress section Table 4 10 Ticket metrics fields Field Description Number Numbers of ticket linked with the activity Estimated Sum of all planned work of ticket linked with the activity Real Sum of all real work of ticket linked with the activity Left Sum of all left work of ticket linked with the activity Others metrics Field WBS e Hierarchical position of the planning element in the global planning 4 4 Common sections 91 ProjeQtOr User guide Release 5 1 Field Priority e Planning priority of the planning element List of values Planning e ddfd 92 Chapter 4 Planning elements ProjeQtOr User guide Release 5 1 4 4 3 Predecessor and Sucessor element Planning element can have predecessors and successors to generate dependencies Click on the corresponding section to add a predecessor or successor An add predecessor or add successor pop up will be displayed Select the type of element to add as predecessor or successor e The list of items below will then be automatically updated Click on amp to edit the dependency Click on X to delete the correspondin
180. ssed work Work needed to complete Progress Actual progress of the work in percent real under planned Expected Expected progress of work in percent real under validated Margin Margin between validated and planned work Field Margin e Metrics available only in project progress section Cost metrics Planning elements cost e Planning elements cost is the sum of tasks like activity test session and meeting 90 Chapter 4 Planning elements ProjeQtOr User guide Release 5 1 Expense cost e Expense cost is the sum of individual and project expense e Metrics available only in project progress section Table 4 9 Cost metrics fields Field Description Validated cost Cost of the planning element should not be more Assigned cost Sum of all the cost for the assignments on the planning element Real cost Sum of all the cost really spent on the planning Left cost Left cost to complete Reassessed cost Cost needed to complete Validated expense Expense of the project should not be more Assigned expense Sum of all the expense on project for the planned amount Real expense Sum of all the expense on project for the real amount Left expense Alaways zero for expense Reassessed expense Sum of all the expense on project for reassessed amount Margin Margin between total validated and total planned cost Field Margin e Metrics available only in project progre
181. ssions types Customers types Behavior section 254 Chapter 18 Lists of types ProjeQtOr User guide Release 5 1 18 1 Projects types Project type is a way to define common behavior on group of projects Code of the project type e Some important behavior will depend on code of the project type OPE Operational project e Most common project to follow activity Note All new types are created with OPE code ADM Administrative project e Type of project to follow non productive work holidays sickness training e Every resource will be able to enter some real work on such projects without having to be affected to the project nor assigned to project activities e Assignments to all project task will be automatically created for users to enter real work TMP Template project e These projects will not be used to follow some work e They are just designed to define templates to be copied as operational projects e Any project leader can copy such projects without having to be affected to them Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Code Code of the project type Workflow Defined the workflow ruling status change for items of this type see Workflows Sort order Number to define order of display in lists Billing type Will define billing behavior see Billing types Closed Flag to i
182. st form A checklist is available whether a checklist form is already defined for the element or the element type Note The checklist forms are defined in Checklists screen Note e The access to view the checklist depends on your access rights Displaying the checklist e The user parameter Display checklists allows to define whether the checklist appears in a section or in a dialog box e If the value On request is set the button El appears on the detail header window Click on E to display the checklist form e With other value the Checklist section appears in the detail window Checklist Ice cream Vanilla Chocolate Strawberry fn Good Cookie Y Oreo Vanilla fn e Very good comments Good checklist Cancel OK Fig 3 30 Checklist dialog box Coie LA Ste ED ED Fig 3 31 Checklist section How to use e The user just has to check information corresponding to the situation e When done the user name and checked date are recorded and displayed e Each line can get an extra comment as well as globally on the checklist 3 1 Global view 57 ProjeQtOr User guide Release 5 1 History of changes All the changes items are tracked They are stored and displayed on each item Note e On creation just an insert operation is stored not all the initial values on creation Table 3 1 Fields of changes Field Description
183. st of environmental context to describe ticket or test case Only three context types exist corresponding to the three selectable fields Note e Only the name of the context types can be changed e No new context type can be added e No context type can be deleted Section Description Field Description Id Unique Id for the type Name Name of the type Closed Flag to indicate that type is archived Description Description of the type Required field 266 Chapter 18 Lists of types ProjeQtOr User guide Release 5 1 18 22 Requirements types Requirement type is a way to define common behavior on group of requirements Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Code Code of the type Workflow Defined the workflow ruling status change for items of this type see Workflows Sort order Number to define order of display in lists Closed Flag to indicate that type is archived Description Description of the type Required field 18 23 Test cases types Test case type is a way to define common behavior on group of test cases Other sections Behavior Section Description Field Description Id Unique Id for the type Name Name of the type Code Code of the type Workflow Defined the workflow ruling status change
184. sub contracting Individual expenses Individual expenses can record expenses generated by a given resource Quote Orders Term Bill ProjeQtOr can manage various financial elements found on a project Quotation proposals Orders received from customers the invoicing Terms and Bills 8 Chapter 1 Features ProjeQtOr User guide Release 5 1 1 5 Quality management The specificity of ProjeQtOr is that it is Quality Oriented it integrates the best practices that can help you meet the quality requirements on your projects This way the approval stage of your Quality Systems are eased whatever the reference ISO CMMI Workflows Workflows are defined to monitor changes of possible status This allows among other things to restrict certain profiles from changing some status You can for instance limit the change to a validation status to a given profile to ensure that only an authorized user will perform this validation Delays for tickets You can define Delays for ticket This will automatically calculate the due date of the Ticket when creating the Ticket Indicators Indicators can be calculated relative to respect of expected work end date or cost values Some indicators are configured by default and you can configure your own depending on your needs Alerts Non respect of indicators or the approach of non respect target can generate Alerts Checklists It is possible to define custom
185. t reopened assigned prepares done verified delivered je extemal Proje extemal Proje External Proje Wieterna Proje Project Guest project Guest projet Guest Project Guest Project Guest verified delivered validated dosa canceled Project Guest prepares Project Guest Project Guest project Guest Project Guest WiProject Guest Fig 15 3 Habilitation table In the upper example Anyone can move an item from recorded to assigned and from recorded to cancelled No one can move an item from qualified status to any other status In this case pay attention that it must never be possible to move an item to qualified status because it will not be possible to leave this status 15 1 Workflows 223 ProjeQtOr User guide Release 5 1 15 2 Mails on event The application is able to automatically send mails on updating event Events are defined on an element and element type Note e The mail message is formatted to display item information e Mail titles is defined in Global parameters screen Section Description Field Description Id Unique Id for the event Element updated Type of elements that will be concerned by automatic emailing Type Type of the selected element updated New status Positioning the elements to this status will generate an email Or other event Other event that will possibly generate
186. t locking Button lock unlock this document e Button to lock or unlock the document to preserve it from being editing or new version added e When document is locked it cannot be modified e Only the user who locked the document or a user with privilege to unlock any document can unlock it Document locked e When a document is locked the following fields are displayed Table 7 5 Fields when the document is locked Field Description Locked Flag to indicated that the document is locked Locked by User who locked the document Locked since Date and time when document was locked 7 1 Documents 127 ProjeQtOr User guide Release 5 1 128 Chapter 7 Document management CHAPTER 8 Ticket management Contents e Tickets e Tickets simple e Multi version selection 8 1 Tickets A ticket is a kind of task that can not be unitarily planned It is generally a short time activity for a single ticket that is interesting to follow unitarily to give a feedback to the issuer or to keep trace of result It can be globally planned as a general activity but not unitarily For instance bugs should be managed through tickets e You can not plan bugs before they are registered e You must be able to give a feedback on each bug e You can or at least should globally plan bug fixing activity Planning activity e Planning activity field allows to link the ticket with a planning
187. tame Manogement CB Review logs El GE Toos E Y Emvironmenti parameters de Controis a Automaton Parameters Oh Project 1 2 T a ae ER validated planned real requested ic resource profile start cate end date fate 26 Ee star aate 05 03 2011 05 03 2011 05 05 2011 osson gg 1 apt maneger Poet Lender vefer Oe A AA O Project Member a i a a ia ra 5 validated assigned real left reassessed T sama Brea mo bill contact TIAA wore 2004 2052 Jabez a S ae eafer ae project code 003 003 ok e k HE cee 4 Administrar mo men A A A expense 5500 Je 6 297 68 je o le 6 297 68 Je fic contact profile start cate end date rate 9 External shortcuts customer code seal le PRA era is Papau 100 f project one is sub project of a S oat E Je 33084 Je toaz7 eale as214 Je se osn enle P 9G 15 external projec Extemal Project 100 1 Projector RA aer one teaser A sponses T progress 14 expected 16 mos 1 m pE ENT marase D QA ain Bk 16 len Dojo Toolkit 3 aT version Start date end date closed i or GD Eas Ey E ES D gt Olms 2 o SM D h Lal lc EEG p neath stet
188. tation defines its availability As group of person e A resource can be a group of person e Useful in initial project planning e You create the fictitious resource with capacity gt 1 Example e If you want a group of three peoples then resource capacity must be set to 3 Other sections e Affectations 13 5 Resources 199 ProjeQtOr User guide Release 5 1 Section Description Table 13 6 Resources description section fields Field Description Id Unique Id for the resource Photo Photo of the resource Real name Name of the resource User name Name of user Initials Initials of the resource Email address Email address of the resource Profile Profile of the user Capacity FTE Capacity of the resource in Full Time Equivalent Calendar Calendar defines the availability of the resource Team The team to which the resource belongs Phone Phone number of the resource Mobile Mobile phone number of the resource Fax Fax number of the resource Is a contact Is this resource also a contact Is a user Is this resource also a user Closed Flag to indicate that the resource is archived Description Complete description of the resource Required field Field Capacity FTE e 1 full time e lt 1 for part time working resource e gt 1 for virtual resource or teams to use for instance to initialize a planning
189. te Click on El to show the checklist form See Checklist Click on to show history of changes See History of changes Note e Some buttons are not clickable when changes are ongoing button is clickable only when changes are ongoing Warning e When changes are ongoing you cannot select another item or another menu item e Save or cancel ongoing changes first 4 Drop file area e This area allows to add an attachment file to the item Drop the file in the area Or click on the area to select a file 52 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 5 Sections e The fields are regrouped under a section e All sections can be folded or unfolded clicking on the section title e The sections are organized in columns Maximum three columns can be displayed e Some sections are displayed on almost all screens See Common sections Item count in the list e When the section contains a list the item count is displayed at right of the header i v Affectations mma Fig 3 25 Header section dialog box 3 1 Global view 53 ProjeQtOr User guide Release 5 1 Copy item e Allows copied an item of the element e The options displayed in dialog box depends on whether the element is simple or complex Copy element py as new Activity X type of copied element Task EA y nar New aktivity a IIS ISS
190. ters See also Accelerator button e This button allows to set current user is the responsible e More detail see Assign to me button See also Access rights e It is possible to define a combination of rights to permit access for elements the user is responsible for e More detail see Access modes screen Resource User e Human or material resource involved in the projects e It is possible to define the resource availability to the projects e Resources management is performed on the Resources screen e User allows to connect to the application e User profile define general access rights But it does not necessarily give access to project data e Users management is performed on the Users screen 2 1 ProjeQtOr roles 17 ProjeQtOr User guide Release 5 1 2 2 Profiles definition The profile is a group used to define application authorization and access rights to the data A user linked to a profile belongs to this group who share same application behavior Note e You can define profiles to be conformed to the roles defined in your organization e Access rights management is done on Access rights screens Used for e The profile is used to define access rights to application and data first e Also the profile is used to send message email and alert to groups Selected profile in project affectation e A profile can be selected to a user resource or contact in project affectation e The profi
191. the requestor to indicate the quickness of treatment needed for the ticket Section Description Field Description Id Unique Id for this value Name Name of this value Value Value of urgency Color Color to display the urgency in element lists Sort order Number to define order of display in lists Closed Flag to indicate this value is archived Required field 17 9 Severities 247 ProjeQtOr User guide Release 5 1 17 11 Priorities The ticket priority defines the order to treat different tickets Section Description Field Description Id Unique Id for this value Name Name of this value Value Value of priority Color Color to display the priority in element lists Sort order Number to define order of display in lists Closed Flag to indicate this value is archived Required field 17 12 Risk levels The risk level measures the technical risk of implementation of a requirement Section Description Field Description Id Unique Id for this value Name Name of this value Color Color to display the risk level in element lists Sort order Number to define order of display in lists Closed Flag to indicate this value is archived Required field 248 Chapter 17 Lists of values ProjeQtOr User guide Release 5 1 17 13 Feasibilities The feasibility defines the first analysis of implementation of a req
192. tibility version 271 ProjeQtOr User guide Release 5 1 Section Available plug ins local This section allows to manage local plug ins Available plug ins list e The button allows to select plug in file e The file will be uploaded and it will be added in plugin ins list Table 19 2 Detail of avail able plug ins list Field Description File Plug in file name Date File date Size File size Plug in installation e Click on to install plug in e Click on to display the description of plug in description of plugin metadata 8 description Translation of parameters values into canadian french version 1 0 compatible sir v5 0 0 installation S translationFrenchCa sql Fig 19 1 Description plug in dialog box Note e Plug in is removed from the list after installation Section Available plug ins remote This section allows to manage remote plug ins Note This feature will be available later 272 Chapter 19 Plug ins CHAPTER 20 Administration Contents e Administration console e Audit connections Global parameters Special fields Note e The screens described below are restricted to users with administrator profile e Users with others profiles can have access whether access rights is granted 20 1 Administration console Administration console allows to execute administration tasks on a
193. tion Id Unique Id for the test case Name Short description of the test case Test type Type of test case Project The project concerned by the test case Product The product concerned by the test case Product version Version of the product where the test case will be valid External reference External reference for the test case Environment List of 3 items describing the context of the test case Description Complete description of the test case Required field Fields Project and Product e Project or product must be set e You can set both Field Environment Context gt e Contexts are initialized for IT Projects as Environment OS and Browser e This can be easily changed values in Contexts screen Field Description e The description of test case should describe the steps to run the test 142 Chapter 9 Requirements et Tests ProjeQtOr User guide Release 5 1 Section Treatment Table 9 5 Treatment section fields Field Description Parent test case Parent test case defining a hierarchic structure for test cases Status Actual status of the requirement Responsible Resource who is responsible of the test case Priority Level of priority for the test case Handled Flag to indicate that test case is taken into account Done Flag to indicate that test case has been treated Closed Flag to indicate that
194. to PDF format e Click on to export data of the selected items in a CSV format file See Export to CSV format e Click on L to create a new item of the element 4 Checkbox Show closed items e Flag on Show closed items allows to list also closed items 5 Column headers e Click a column header to sort the list on that column first ascending then descending Note Sorting is not always on the name displayed e If the sorted column is linked to a reference list with sort order value the sorting is executed on this sort value For instance e Sorting on the Status allows to sort values such as defined in the workflow 6 Items list e Click on a line any column will display the corresponding item in the detail window 44 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 Quick search The quick search allows to execute a textual search Fig 3 19 Quick search zone e Click on to execute the search Click on to close the quick search 3 1 Global view 45 ProjeQtOr User guide Release 5 1 Advanced filter The advanced filter allows to define clause to filter and sort e The advanced filter definition dialog box is divided into two sections Advanced filter definition Saved filters Stored filters Filter z Active filter e Filter Filter or sort criteria project code contains 001 project code sort descending Add a filt
195. tton 4 can be used to hide some unnecessary status select status to show or hid Y qualified Y done validated Y closed a cancelled Cancel OK Fig 15 1 Select status to show or hide dialog box Section Workflow Diagram e The workflow diagram presents a visual representation of the workflow displaying all possible transitions in dependently to profile rights aualified accepted re opened assigned i prepared dosed cancelled Fig 15 2 Workflow Diagram 222 Chapter 15 Controls amp Automation ProjeQtOr User guide Release 5 1 Section Habilitation to change from a status to another The habilitation table helps defining who can move from one status to another one e Each line corresponds to the status from which you want to be able to move e Each column corresponds to the status to which you want to be able to go e It is not possible to go from one status to itself these cells are blank e Just check the profile or all who is allowed to pass from one status to the other recorded qualified recorded recorded qualified accepted Lan ire supervisor project Leader iProject Memb Projet Memb External Proje Externa Proje External Proje External Proje iProject Guest iProject Guest qualified accepted Project Gues
196. ture Photo management e Click on or photo frame to add an image file To complete instruction see Attachment file e Click on to remove the image e Click on image to display the photo Note e Photo management can be done in User parameters Users Resources Contacts screens 30 Chapter 2 Concepts CHAPTER 3 Graphical user interface ProjeQtOr provides a very rich user interface It may be frightening at first glance because of the very numerous elements it provides but once you ll get familiar to the structure of the interface you ll discover that it is quite simple as all screens have the same frames and sections always have simular structure and position 31 ProjeQtOr User guide Release 5 1 3 1 Global view ProjeQtOr interface is divided into several areas Those areas are OLEO Top bar Logo area 2 Menu and Documents windows External shortcuts and Console messages windows 4 List window Detail window Info bar Menu E Work oroject Cs ag 9 Menu E rim e rojas Docaments al wor 2 E Feton up T temirenents 8 tests a di Parca E AQ Bit ese Management E Gros 13 E tmvronmenta parameters B Controis Artomaton al P rameters LS A TSS 26 Serer validated planned real requested F le ware profile stor date end cate ote 5 IN Foros ane ene EA
197. u can manage this through the capacity of the resource that can be greater than 1 for a group of people or less than 1 for a person working part time Affectations The first step is to affect each resource to the projects on which it has to work specifying the affectation rate of maximum weekly time spent on this project Assignments Then you can assign resources to project activities This means that some work is defined on this activity for the resource Only the resources affected to the project of the activity can be assigned to the activity Calendars To manage off days you have a global calendar This calendar can be split into multiple calendars to manage distinct availability types e you can create a calendar 80 with every Wednesday as off day e you can manage distinct holidays when working with international teams Each resource is then assigned to a calendar Real work allocation Resources enter their time spent on the Real work allocation screen This allows for a real time monitoring of work Moreover updating the left work allows to recalculate the planning taking into account the actual progress on each task 6 Chapter 1 Features ProjeQtOr User guide Release 5 1 1 3 Tickets management ProjeQtOr includes a Bug Tracker to monitor incidents on your projects with possibility to include work on planned tasks of your projects Ticket A Ticket is any intervention not needing to
198. uirement Section Description Field Description Id Unique Id for this status Name Name of this status Color Color to display the feasibility in element lists Sort order Number to define order of display in lists Closed Flag to indicate this status is archived Required field 17 14 Efficiencies The efficiency measures the result of an action Section Description Field Description Id Unique Id for this value Name Name of this value Color Color to display the efficiency in element lists Sort order Number to define order of display in lists Closed Flag to indicate this value is archived Required field 17 13 Feasibilities 249 ProjeQtOr User guide Release 5 1 17 15 Payment deadlines The payment deadline is stated on the bill Section Description Field Description Id Unique Id for this value Name Name of this value Number of days Delay in payment in days End of month Flag to indicate that delay for payment is set at the end of month Sort order Number to define order of display in lists Closed Flag to indicate this value is archived Required field 17 16 Payment methods The mode of payment Section Description Field Description Id Unique Id for this value Name Name of this value Sort order Number to define order of display in lists Closed Flag to
199. ulation for one will not impact the planning for the others so new calculation will only use available time slots e Use correct resource affectation rate to manage multi projects affectations Note e If the planning of one project must not be impacted by new calculation you can use the fix planning flag on this project e This will avoid to change planned values for this project and its subprojects Planning is calculated as simply as possible This means that no complex algorithm with high level mathematic formula is involved The principle is simply to reproduce what you could do on your own with a simple Excel sheet but automatically Planning is Cross Project through affectation rate on the projects All the left work is planned from starting date to the max date to be able to plan the work Calculation is executed task by task ordering thanks to e dependencies if an activity has a predecessor the predecessor is calculated first e planning mode regular between dates are planned first e priority the smaller values are calculated first 1f projects have different priorities all tasks of project with smaller value priority are planned first e WBS smaller WBS are planned first so that planning is done from top to bottom of Gantt Planning will distribute left work on future days taking into account several constraints A resource has a capacity Most of the time Capacity 1 FTE 1 full time equiva
200. update this data to reflect the real estimated left work Unit for real work e Unit for real work allocation is set Global parameters screen e Selected unit is displayed on left at bottom window ES 5 1 Real work allocation 101 ProjeQtOr User guide Release 5 1 5 1 3 Input entry validation Resource capacity validation e The total of the day is green whether entries respects the resource capacity of days The total of the day is red whether entries is more than the resource capacity of days Resource capacity of days e The resource capacity is defined by the number of hours per day and the resource capacity The number of hours per day is defined in Global parameters screen e The capacity of the resource is defined Resources screen Ly ELA web developer EGA 2015 SEa aa S BESA 26 10 2015 gt show planned work E a show only current week meetings E hide not handled items E hide done items show closed items E comments web developer week 2015 44 validate work 26 10 015 28 10 2015 AMET A AAA I 5 E project one maintenance fo ay a bug fixing la 05 03 2012 19 08 2015 75 2 8 5 o o o 0 0 o 66 7 75 2 E project one developement E Evolution x a Evolution X Development 09 07 2015 14 07 2015 10 3 o i ji 2 o o 0 0 7 10 Web Application VI Main test session 25 06 2015 25 06 2015 2 o 0 oo o o 0 0 2 2 unit for real work allocation days E
201. us arae Qa i ee Spray oe a ahaa AE cement aaa i a amp sy project one developement tee j Jam ls H I R njega POE wo enregistr 1 Console messages Fig 3 14 External shortcuts and Console messages windows Note Toggling between windows e To toggling between windows just click on window header 3 1 Global view 41 ProjeQtOr User guide Release 5 1 External shortcuts window e Display hyperlinks to remote web pages e These links are defined as hyperlink attachments on projects e Links displayed here depend on the selected project External shortcuts project one Project Or RIA www google com project two Dojo Toolkit Fig 3 15 External shortcuts window Console messages window e Displays information about main actions insert update delete e The timestamp indicates when the action was done Console messages 9 13 Welcome admin Fig 3 16 Console messages window Note e Messages displayed here are not stored and will be flushed when user logout 42 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 3 1 5 List window Menu ProjeQtOr Project Menu o Ooy o e gt es ED D sore E Documents Is 12 roc one estopa aa ued ED oo eno ED ME o o 207 20 D E E wo la E PEA ae SD we acen CEED ME o vo
202. uthor is not the current user 124 Chapter 7 Document management ProjeQtOr User guide Release 5 1 Section Versions This section allows to manage version list of document Table 7 2 Version list fields Field Description Versioning type Type of versioning for the document Last version Caption of the last version of the document Status Status of the last version of the document Required field Version list management e Click on to add a new version e Click on to modifiy a version e Click on X to delete a version Click on Y to download file at this version Note Name of download file e The name of download file will be the document reference name displayed in description section e If you want to preserve the uploaded file name set the parameter in the Global parameters screen IT Document version file Browse oe minor no Y draft 12 08 2015 v recorded X Cancel OK Fig 7 1 Document version dialog box Table 7 3 Document version dialog box fields Field Description File This button allows to upload locale file Last version Caption of the last existing version Update Importance of the update concerned by the new version New version New caption for the created version Date Date of the version Status Current status of the version Is a reference Flag to set that this version is the new
203. ve point of view Of course planning is an important activity of Project Management and is one of the keys to Project success but it is not the only one Project Managers need to foresee all what can happen measure risks build an action plan and mitigation plan It is also important to track and keep traces of all what is happening to the Project incidents bugs change requests support requests In this objective ProjeQtOr gives visibility at all levels of Project Management At lower level the Project follow up consists in gathering all information and maintain it up to date This involves all the operational teams At upper level Project Steering uses the follow up data to take the decisions and build the action plan This allows to bring the adjustments needed to target on the objectives of the project The goal of ProjeQtOr is to be Project Management Method independent Whatever your choice of the method you can use ProjeQtOr Contents 1 ProjeQtOr User guide Release 5 1 2 Contents CHAPTER 1 Features ProjeQtOr is a Quality based Project Organizer It is particularly well suited to IT projects but can manage any type of project It offers all the features needed to different Project Management actors under a unique collaborative interface ProjeQtOr User guide Release 5 1 Features e Planning management e Resource management e Tickets management e Costs management
204. ve some information displayed as pop up on the bottom right corner of the screen Three kinds of information may be displayed e Information e Warning e Alert L aa PP qe TT TEE Information Text title Warning Text title Alert Text title Text Message Text message Text message remind mein 15 mn remind remind me in 15 mn remind remind mein 15 mn remind mark as read mark as read mark as read IN a J IM d Fig 3 45 Information pop up Alert response Two possible actions e Select to remind you in a given number of minutes message will close and appear again in the given number of minutes e Mark it as read to definitively hide it Note e Possibility to mark the alert as read in Alerts screen Send alert An alert can be sent by the administrator or indicator calculation By the administrator e The administrator can send alert by administration console See Administration console Indicator calculation e Indicator calculation sends only warning and alert message e Alert coming from indicator calculation message contains more information e Item id and type e Indicator description e Target value e Alert or warning value e The indicators are defined in Indicators screen 66 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 Alert icon On indicatorable items you may see a small icon on top left of the detail of the item Just move the mouse over the ic
205. will expand shrink the group e Click on an item will display the corresponding screen in the main area right side of the screen Menu 6 Today sia Projects Documents E Work Follow up 0 Requirements amp tests a Financial A Risk amp Issue Management Bs Review logs y Tools D Environmental parameters de Controls amp Automation Parameters Fig 3 12 Menu window Note User parameter Icon size in menu e This parameter defines the size of icons in the menu 3 1 Global view 39 ProjeQtOr User guide Release 5 1 Documents window e Document directories give direct access to documents contained in the directory Documents 5 Product 6 5 Conception Deployment 5 Exploitation O Need 9 Specification Testing rroject 5 Contract 3 Financial 5 Follow up 3 Management 5 Reviews E B E El El E Y y co El E Fig 3 13 Documents window Document directories This icon amp gives direct access to the Document directories screen 40 Chapter 3 Graphical user interface ProjeQtOr User guide Release 5 1 3 1 4 External shortcuts and Console messages windows 12 ER anal ties D o awe ED ME o asorpois ooo 0o00 0g a 3 m wor E 4 2 ae nape corazon wo AD A aos Bee e 5 O Recuirements Bets lecciones a sas ewes E rerea eoo m oen sms ED mera O aa GA Risk 8
206. y Milestone Test session Meetings and Periodic meetings All previous elements can be planning following with Gantt chart Progress e All planning elements have own progress data e Some metrics are consolidate on top activities and project 80 Chapter 4 Planning elements ProjeQtOr User guide Release 5 1 4 1 Project Other sections e Progress e Affectations Predecessor and Sucessor element e Linked element e Attachments e Notes Section Description Table 4 1 Project description section fields Field Description Id Unique Id for the project Name Short name of the project Type Type of project Customer The customer of the project Bill contact Billing contact Project code Code of the project Contract code Code of the contract of the project Customer code Code of the customer of the project Is sub project of Name of the top project if this project is a sub project Sponsor Name of the sponsor of the project Manager Name of the resource who manages the project Color Color of the project to be displayed in some reports Status Actual status of the project Health status Global health status of the project displayed on today screen Quality level Estimation of quality level of project result of audits Trend Trend of global project health Overall progress Overall progress to be se

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