Simple, intuitive and inexpensive

Bienvenido a la gestión de los proyectos en español!
Herzlich willkommen bei Ihrem ProjectOffice.net,
ab jetzt auch in Deutsch verfügbar!
Bienvenue sur la gestion de projets en français!

Welcome to ProjectOffice.net

ProjectOffice.net is an online project management solution used by professionals and teams to manage and collaborate on projects successfully. With ProjectOffice.net project managers can create projects and tasks, assign tasks to project members, track time and issues. The entire project team can collaborate and share knowledge using wikis.

Who should use ProjectOffice.net?

Everyone who is involved in project work (writing a school paper or building skyscraper) can use ProjectOffice.net. However, it is best suited for teams beginners in project management because of its short learning curve and intuitiveness, as well as for teams that use but don't need a heavyweight project management solution.

Why to use ProjectOffice.net?

  • The entire team is in the loop
  • No e-mail clutters
  • Ease-of-use and simplicity
  • SSL secured data
  • All information is one click away
  • Knowledge and data repository
  • Available in Spanish, German and French

Use your BlackBerry® to stay up-to-date with your project!

Do not clutter your inbox with unnecessary e-mails. Manage your projects with ProjectOffice.net and receive all relevant project notifications on your BlackBerry® in real time.



 

 

What is ProjectOffice.net?
ProjectOffice.net is a web-based project management and collaboration solution built with a cutting-edge Web 2.0 technology. Besides essential project management features, it offers all-in-one functionality with more intuitive approach to organizing communication and enhanced collaboration. With ProjectOffice.net you and your team can create projects and tasks, assign tasks to project members and track task progress through the Gantt chart. You can also track time and issues and use wikis to boost collaboration and knowledge sharing. Additionally, you have basic reports at your fingertips to make reporting easier.
Who can use ProjectOffice.net?
ProjectOffice.net does not require any special skills or previous knowledge and training. Its simplicity offers a short learning curve so anyone can become a master in using it within a few minutes.
How can ProjectOffice.net facilitate your everyday work?
  • To view and manage the daily activities in one place;
  • To reduce the number of e-mails exchanged between the team members;
  • To increase the level of collaboration in the company or the team;
  • To improve knowledge sharing;
  • To decrease the level of hierarchy in the organization;
  • To reduce the possibility of data loss, misunderstandings and data inconsistency.
  • How common ProjectOffice.net workflow does look like?

    A project manager creates a project. The project manager invites a user (or a group of users) to join the project team. He/She may also assign tasks to his/her team members. On the dashboard, the project manager can view recent changes and all related team activities on all projects that he/she manages and creates personal to-do lists.
    The Space manager is the owner of the space. He/she can add as many active users as he/she paid for; view all projects; create new projects (he/she shall be the Project Owner (Creator) and in this project shall have a role of a project manager) and can be added in other Project Teams with another role.

    Team members receive notifications when they have been assigned to a task. They report time invested in completing tasks.

    All projects and tasks are visually presented through the Gantt chart. A project manager can use the Gantt chart view to coordinate team members' tasks. The project manager can check if specific team member's tasks are overlapping or how is the team doing completing a specific task.

    Project owner receives task updates from Team members. Also the project owner can review, approve or reject task updates.
    By using the ProjectOffice.net issue tracking system, a project manager or team member can create and assign issues to other team members and track the status of all issues until they are resolved.

    A project manager can create a wiki and encourage team members to start sharing knowledge and collaborate using the wiki.
    The project manager can view, export and print real-time project status through 9 predefined reports.

    How does ProjectOffice.net work?

    The information is stored in the ProjectOffice.net database that communicates with the application servers. You can access ProjectOffice.net by using web browser. The application is Ajax powered which means that the response time from the http request sent to the web servers by the user is much shorter and enables a rich user experience. The Ajax engine allows the user's interaction with the application to happen asynchronously - independent of communication with the server.

    How does ProjectOffice.net works
    How can I start using ProjectOffice.net?

    ProjectOffice.net is an online hosted web-based project management application. All you need is an internet connection; browser and an account in order to use it. Every user must register and create an account in order to use ProjectOffice.net.

    How can I use the RSS feeds in the application?

    If you want to be informed about the recent changes notifications and recent changes extended content (Wikis, Projects, Tasks, Resources...) without logging in the application, you should subscribe to RSS feeds. The RSS icon rss is in the upper right corner in the application and by clicking it you will be asked with what application/RSS news aggregator/RSS reader you like to be subscribed to the feed. The compatible applications/RSS news aggregator/RSS readers from which you can choose are:

  • FreeReader
  • FeedDemon
  • Rss Bandit
  • Outlook 2007

  •  

    How can I register for a trial?

    To register for ProjectOffice.net FREE account you need to follow 3 simple steps:
    1. Go to www.projectoffice.net
    2. Click on Register Here for your FREE account!
    3. Fill in the required fields and REGISTER
    Your trial account will be unlimited and valid for 30 days.

    How to login if I forget my password?

    On the login page choose the option, I forgot my password, than enter your user name (e-mail address), and the password will be sent to you by e-mail. Now you will be able to login with the new password.

    What are the main modules of ProjectOffice.net?

    1. Dashboard - This is the heart of ProjectOffice.net. It provides a list of your projects and tasks, recent changes from all spaces where you are a member, gives you the ability to create a personal My To-Do list and displays a list of all your tasks for the current day. The Calendar placed on the dashboard redirects you to the Calendar module. The Quick Add option saves you time in adding new: projects, tasks, issues and resources.

    2. Projects&Tasks - Allows you to create projects, add tasks, assign tasks to team members and invite new users to your ProjectOffice.net space. Additionally it provides visualization of the projects and tasks through the Gantt chart and tracking the progress and the status of the task through the task progress and status bar. In this module you can also Import project from MS Excel or MS Project, create projects from predefined templates and save projects as templates. With Project portfolio view you can see all of your projects and tasks in single Gantt chart view.

    3. Timesheet - Depending on your role, you can report time spent on tasks (Team members) or track and approve the task updates sent by the Team members (Project managers) in order to update task and project status. This enhances the effectiveness and team's performance quality.

    4. Wikis - The concept of wiki enhances collaboration between you and your team members and enables you and your team members to share the knowledge gained during a project and task work.

    5. Issues - The issue tracking system enables both project managers and team members of a particular project to assign issues to team members and track the issues status until they are resolved.

    6. Calendar - It helps you to organize your work month by month and displays all the relevant tasks on daily bases, as well as the timesheets overdue.

    7. Reports - Here you can export and print seven basic reports: Project Information, Who Does What, Who Does What When, Late Tasks, Tasks in Progress, Issues report and Milestones.

    8. Search - Helps you find specific keyword by searching in specific spaces (your space, your team members' spaces or all spaces you are member of) and modules (Dashboard, Projects&Tasks, Timesheet, Wikis and Issues).

    What is “My Space”?

    The concept of space can be understood as a virtual office. You can view projects where you are a team member or project manager, track task progress through the Gantt chart and task progress and status bar, track time on assigned tasks, share the knowledge by using the wiki and track the status of the issues by the issue tracking system and receive all the relevant information from different spaces where you are a member on your dashboard - all with a single login.

    In your space you are by default space manager. In every space there can be multiple space managers but there must be minimum one space manager. In other spaces where you are invited you can have all predefined roles regarding how the space owner has assigned you. On a certain project the resources roles in the project team can be different from those in the space. When you are a project manager (project owner) on a project - you can change resources role and set them with different role from their role in the space. On the projects you create- you are project manager and project owner by default. After saving of the created project you can assign another resource as a project owner of the available project managers in the project team.
    Consider the benefits of being a member of multiple spaces from the following picture.


    What is �My Space�


    How can I create a space?

    When registering in the system you are asked to name your personal space. You can administer only one space, but you can be a member of multiple spaces. You can be a member of multiple spaces and, at the same time, administer multiple spaces if your role is a space manager.

    How can I change the space name?
    You can change the space name in Settings>Space Settings.
    How can I become member of multiple spaces?

    You can be a member of multiple spaces if you are invited by the space owner.

    How can I navigate between spaces?

    On the right upper corner of the screen there is a drop-down box where you can select the space where you want to view or edit information (depending on your permissions in the selected space).

    What formats can I export the data in?
    ProjectOffice.net application can export the data to PDF and XLS formats.
    Does ProjectOffice.net have Unicode support?

    ProjectOffice.net has Unicode support and that means you can enter information in any language you prefer.

    Does ProjectOffice.net provide Cross referencing?

    Yes, cross referencing is an additional feature of ProjectOffice.net available between the modules. In the Projects&Tasks, Timesheet and in the Wikis module, the cross referencing column is present, with references to both tasks and projects. The icons in the cross reference column show whether cross reference is available for the specific task or project. If the icon is clicked, you are redirected to the page where this information is available. For example, if the icon indicates that there is wiki available for a certain task, you will be redirected to the Wikis page for that task and vice versa. Also, if the icon points out that there is an issue created for specific task, you will be redirected to the Issues Module for that task and vice versa.

    Can I customize the columns in the tables?
    More actions drop down-menu is placed in all tables in the application. By choosing Manage columns option from the drop-down menu, you can choose additional columns to be visible or not visible and rearrange their order.

    Resizing columns is available as well, by mouse roll over on the Column name field borders and drag left and right.

    Moreover, you can sort the columns in ascending or descending order by clicking the ProjectOffice.net in all columns and use the Excel 2007 type filter to choose which information will be shown it the section.

    These functionalities are presented in all tables in the application.
    How is my data secured?

    Your data is secured over secure channel communication over HTTPS. Hypertext Transfer Protocol over Secure Socket Layer or HTTPS is a URI scheme used to indicate a secure HTTP connection.

    What will happen with my data when new version of ProjectOffice.net is released?

    Your data is safe. You don't have to do anything. When the new version is available, you simply log in and continue with your work.

    Are there any attachments' restrictions?

    Yes, there are restrictions in the type of attachments. This is for increased data security.
    Executable files are not allowed:

    Extension File type
    .ade Microsoft Access project extension file
    .adp Microsoft Access project file
    .bas Basic source code
    .bat Batch file (executable)
    .btm 4DOS/NDOS batch file (Batch To Memory)
    .chm Microsoft Compiled HTML help file
    .cmd Windows NT Command Script
    .com Compiled executable program
    .cpl Windows Control Panel extension
    .crt Internet Security Certificate
    .dll Dynamic Link Library file
    .exe Executable file
    .jar Compressed archive file package for Java classes and data
    .ink Windows Shortcut
    .msi Microsoft Windows Installer Installation package file
    .pe PE- Portable Executable file
    .pif Window Program Information File
    .prc Palm OS resource (text or program) file
    .shs Shell Scrap Object
     
    How Ajax constraints affect ProjectOffice.net usage?

    ProjectOffice.net is an Ajax - powered application which allows your interaction with the application to happen asynchronously - independent of communication with the server.
    Using AJAX to asynchronously load bits of content into an existing page conflicts with the way you are used to navigate. Clicking the Back or Forward button in a browser might not have any effect, since the URL was unchanged (even if parts of the page were changed). The browser is not certain to show the previous state of the application on hitting Back/Forward buttons.
    Thus, while using ProjectOffice.net you need to adapt to this change in browser behavior.

    What happens if the application is opened in multiple tabs/windows?

    Using the application in multiple tabs or windows in a browser might cause a risk of data lose.
    The changes made in the first tab/window might not replicate in the second tab/window and they would be lost.
    It is highly recommended that you use the application in a single tab/window.

    What is the recommended screen resolution?

    The recommend resolution is 1280 x 1024 pixels, or at least 1024 x 768 pixels, in order to gain the best view and avoid the problems of not being able to view some popup windows and some elements.

    How Adblock Plus Firefox add-on affects ProjectOffice.net usage?

    Adblock plus Firefox add-on might create an error in loading some script elements, for ex. calendars in the task section, Projects & Tasks Module. It is recommended that this add-on be disabled for www.projectoffice.net. There is no need for a complete un-installation; however, a restart of the browser is required after the change in the Adblock Plus settings.


    Which versions of Internet Browser are supported?

    Internet Explorer versions 6 and higher or Firefox 2.0 and higher.

    What is Seavus Project Viewer and how is it integrated with ProjectOffice.net?

    Seavus Project Viewer is a cost effective solution for the team members to open and view Microsoft® Project (mpp) files without the need of MS® Project. Besides the established ability for SPV users to view (read) and print project plans originally created in Microsoft Project® , this functionality will now allow you to use Seavus Project Viewer to view and print your projects created in ProjectOffice.net.

    How to subscribe to the RSS feed using MS Outlook 2007?

    While adding the RSS feed to MS Outlook 2007, when asked "Add this RSS Feed to Outlook?" click on the Advanced button and a pop-window will request that you enter your ProjectOffice.net login details. As soon as you enter your details the feed will be added to your MS Outlook 2007.

     

    Which settings are available in My Settings?

    My settings provide:
    General: General settings provide the option to customize time and date format, time zone, application language, session duration as well as sending email notifications. Regarding sending email notifications, beside project manager, now the team member can also choose whether he wants to receive email notifications or not.
    My profile: In My profile you can enter all relevant contact information such as: home and business details, contact options and option to add more e-mail addresses.
    Change password: In the Change password section you can change your password. Additionally, we will suggest whether your password is strong enough.
    My contacts: All contacts that you enter manually or that you import from e-mail clients are stored in the My contacts section.

    Which settings are available in Space Settings?

    General: In the general Space settings you can customize the settings for all the space where you are a space manager. Here, you can change the space name, space language and change the logo in the application header and choose the task update method.
    Base Calendar: A Base Calendar is used as a template that the project calendar, resource calendars, or task calendars are based on. It defines the standard working and nonworking times for the space. It specifies the work hours for each work day, the work days for each week, and any exceptions, such as holidays. One can select a Base Calendar to use as the project calendar or as the basis for a resource calendar. The user can also apply a Base Calendar to specific tasks. There are 3 predefined calendars available or you have option to create new calendar.
    Project Calendar: The Project Calendar is a calendar that will be used for particular time specific project/s. It can be based on already created and predefined Base calendars or a new calendar can be created if there is no existing that will meet the project working time needs.
    Task Calendar: The Task Calendar is a calendar that will be used for particular time specific task/s. It can be based on already created and predefined Base calendars or a new calendar can be created if there is no existing that will meet the task working time needs.
    Resource Calendar: The Resource Calendar is a calendar that will be used for particular resource. It can be based on already created and predefined Base calendars or a new calendar can be created if there is no existing that will meet the resource working time needs.

    What is the difference between application language and space language?

    The Application language represents the interface language of the application: menus, messages and toolbars. The Space language is the language of the specific space, the language in which the e-mail communication and recent changes notifications are communicated.

    How can I edit My profile?

    Editing your information is possible in the My Settings section inside the application (top right corner) where you can change your personal data.

    Where can I import contacts from?

    Importing contacts is available from: MS Outlook 2003/2007, Yahoo Mail, AOL, Gmail, Hotmail and/or ProjectOffice.net Resource pool.


    How can I create CSV file with my contacts and export it from Outlook?

    To export a CSV file from Outlook:

    1. Open Outlook 2003/2007
    2. Select the File menu and choose Import and Export
    3. A wizard will open, where you should select Export to a file and click the Next button
    4. Select Comma separated values (Windows) and click the Next button
    5. Select the Contacts folder you would like to export and click the Next button
    6. A filename shall be chosen and a place to save the file (for example, “Contacts.csv” in My Documents) and the Next button clicked
    7. Make sure that the checkbox next to Export� is checked and click the Finish button
    8. The Contacts will be exported and saved in the file that you specified before

    How can I upload the exported file from Outlook to ProjectOffice.net?
    To upload the exported file to ProjectOffice.net:

    1. Go to Settings in the application header and select the My Settings>My contacts tab
    2. Click the Import contacts button
    3. Select MS Outlook
    4. Choose your exported CSV file and then click the Upload Contacts button.
    Which information from the Contacts in Outlook will be imported in ProjectOffice.net?

    The following data will be imported from Outlook in projectOffice.net:

  • Full Name (First, Middle, Last)
  • Company
  • Job title
  • E-mail
  • Business phone
  • Home phone
  • Business fax (Fax)
  • Mobile phone
  • Business address
  • Home address

  • How can I change the password?

    In order to change the password go to Settings>My Settings> Change password.

     

    What information is viewed on the dashboard?

    1. My projects - list of all projects of which you are a member.
    2. My tasks - list of your tasks per project for the current day.
    3. Project Status - shows bar charts of all project statuses � their %complete.
    4. Recent changes - list of all recent changes in all modules that are of your interest.
    5. Issues - list of all issues created by you with their status and the name of the responsible person.
    6.My-To-Do list - you can create your personal to-do list, you can change your password or update your profile.
    7. Calendar - by clicking any day in the calendar you can view list of your daily activities.
    8. Late Tasks - list of tasks that were suppose to be finished in the past, but they are still not finished. You can see how many days the tasks are late.
    9. License Details � shows your space name and available disc space.
    10. Quick Add - shows shortcuts for quick new creating of Projects, Tasks, Issues and Resources.

    Can I customize the Dashboard?

    Yes, you can customize the Dashboard by dragging and dropping the boxes where you want them to be and resize them to fit your needs.

    What is Project Porfolio view?

    Project Portfolio view enables you to see all tasks to which you are assigned in all projects in one single Gantt Chart so you can have an overview of all your projects activities for each day.

    Can I enter Overtime hours?

    Yes, there is a possibility to enter Overtime hours as well. In order to enable overtime hours, the project manager when creates the particular task, in the Task Information window should check the Has Overtime check box.

    Where can I import resources from?

    You can find the Import resources option in the Projects&Tasks > Resources. Importing contacts is available from: MS Outlook, Excel and CSV.

     

    How can I invite new resources to my space?

    By clicking the Resources button from the menu and then clicking the Add new resource button. Here, the new resources will be added in the resource pool.

    Which are the default roles in the application?

    The application has four default roles:

    1. Space Manager
    2. Project Manager
    3. Team Member
    4. Guest

    What are the roles permissions?

    1. The - Guest - can only view information about the projects and tasks that he/she is assigned to, view wikis and issues. However he/she cannot edit or add information.
    2. The - Team member - inherits the Guest's permissions and can additionally report time in the timesheet, create issues and edit issues assigned to him/her, create and edit wiki pages.
    3. The - Project manager - inherits the permissions of the Team member but can also create and edit projects and tasks, create the project team and assign resources to tasks.
    The Project Owner is a project manager with additional permissions to approve timesheets, time offs and expenses.
    4. The - Space Manager - is the owner of the space; he/she “administers” the space. One Space can have more than one Space Manager. Each Space Manager can change the role of the other Space managers or even delete them. The space manager has permissions to view every information in the space, add new resources, manage the resources status, view all projects, create new projects and can be added in other Project Teams with another role.

    What are active and not active users?

    Active is the status of all current users. These resources may view the Space that they are working in and can collaborate.
    Not active are users that are still viewable in the resource pool but cannot view the Space where they have been working in. When they login to ProjectOffice.net with their account, they will not be able to view the space where they have been deactivated. If the Space manager activates them again, they will continue working where they left off. All assignments and information will be visible as they were before. The resource will have the same role that he/she had at the time before he/she was deactivated, both in the space and in all projects where he/she is a member.

    How can I add more project managers?

    ProjectOffice.net allows multiple project managers on a project. You can make a team member into project manager very simply by going to the Resources submenu, click on the resource's name you want to make a project manager and change the resource role into project manager.

    How can I create new project?

    By clicking on the Create new project option in the Projects section, the Project Information section appears.

    You need to enter Project name and Project description, create your project team, and determine project's start date. The project's end date is calculated according to the last task's finish date. These are the mandatory fields; all the others are optional and should be added if you need them.

    How can I import project already created in Excel?

    You are able to import projects previously created in Excel 2003/2007. After creating your task list, entering task attributes and/or assignments in Excel, you will be able to import that task list in ProjectOffice.net as a new project. The option Import project from Excel is in the Projects sub menu from where you can choose the Excel file you want to import.
    After you upload the Excel file, you need to enter the project name and map the columns in the Excel file with columns in ProjectOffice.net and Excel Resources with ProjectOffice.net Resources.

    Which information from the Excel files will be imported in ProjectOffice.net?

    In general, you cannot import excel files that contain images, pivot tables, graphs or not common data types. Your Excel file needs to be created in a way acceptable for importing in ProjectOffice.net. You should adapt the Excel columns so they can be easily mapped with the columns available in ProjectOffice.net, such as: Task Name; Task ID; Start Date; End Date; Duration; ETC; % Completed; Predecessors and Resources.

    Which templates does ProjectOffice.net offer for creating new project?

    For now, ProjectOffice.net offers 10 project templates: Business plan, Implementing SCRUM, Weight Loss, General Sales plan, Employee Performance Evaluation, Marketing Plan, New Product Launch, A house reconstruction plan, Annual financial statement and New web site creation and launch. This option for creating new projects from previously defined templates is available in the Projects sub menu.

    What is Gantt Chart?

    Gantt chart is bar chart that illustrates a project schedule. The Gantt chart illustrates the start and finish dates of the tasks and the dependency relationships between tasks. You can access the Gantt chart in two ways. The first way is by clicking the Gantt chart View icon gantt (for particular project) from the column View in Projects section (Projects&Tasks module). The second way is by clicking the gantt Gantt chart View in Tasks section (Projects&Tasks module).

    How can I use the Gantt chart?

    A Gantt chart is extremely useful tool for planning and scheduling your projects. A Gantt chart is helpful when monitoring a project's progress. It provides easy coordination of the task activities and simple and smooth planning and task tracking.
    By clicking on the Gantt chart view in the Task Menu you can view all tasks for a particular project visually presented.
    On the left side of the section, the task sheet view with included all columns is provided. There are some functionalities which you can't see on the first sight but are available in the Gantt chart view. The following tip-offs are on hand:

  • Right click on the header of the tasks sheet and the Insert, Hide, Edit and Sort columns option appears. Arrange your view as you wish to show.
  • By clicking on the View full screen link button in the right upper corner of this section, you can view the Gantt chart of all tasks in a particular project in a full size. Click the Back link button in the right upper corner of this section to return to the previous screen.
  • You can get a preview of actual task bar in the Gantt chart by clicking on the specific task name. The Gantt chart takes you to the task bar which has been selected.
  • To keep in track with your assigned resources, next to the specific task bar there is information about all people who work on that particular task.
  • You can get more information about your task directly in the Gantt chart. Click on the specific task bar in the Gantt chart and information about: Task name; Start and End date, task duration and % completed are accessible for that specific task.
  • Wish to resize the Gantt chart? We provide an option for left pane resizing.

  • How does Task's status and Progress bar works?

    The task's progress bar shows the task's status and the % completed. If the task is late it is colored Red, if the task is on time it is colored Green and if the task might become critical in near future, it is colored Orange. If the user rolls over the status bar, more detailed information about the task's status are shown

    How can I create subtasks?

    After you create the task, in the task sheet view you need to select the task and then to indent the task to the desired level. This change will also affect the Gantt chart where you can see all the changes that you have made.

    How is “Work” calculated in Tasks?

    The field named Work in Task Information view is calculated using this equitation:
    Work= Duration x Units
    The task properties are defined as follows:
    Work= Number of hours of planned work
    Duration= Difference between the task start and end dates
    Units= The percentage of a resource's time spent working on the task (Resource Allocation Units- our resources are 100% allocated, but more than one resource may be assigned to a task)

    What is a milestone?

    Milestone is a reference point marking a major event in a project and it is used to monitor the project's progress. Any task with zero duration is automatically displayed as milestone.

    How can I add task predecessor?

    You need task predecessors if you have dependent tasks that should be finished before the specific task you currently work on. You may add task predecessors when you click on the Predecessors tab in the Task Information view. Predecessors are viewable in the Gantt chart and in the task sheet view.

     

    What do I use timesheets for?

    Timesheets are used by the team members for reporting the actual hours spent on a task or the %complete depending of the chosen task update method. The Timesheet menu offers the following options: Day View, Week View, Pending Updates, Update History and Resource view.
    When the Day View or Week View is selected, daily or weekly overview of the tasks and the working hours spent on a specific task are presented. If you are team member, after filling out the work hours or %complete on the particular task, you need to save the changes and submit the timesheet to the project owner and wait for approval. With the color of the field you can easy determine the status of the updates (accepted, rejected, modified, pending or not yet submitted). You can add notes to specific task update by clicking the marked corner of the updated field.
    In Pending Updates you can see the submitted updates that are not yet reviewed by the project owner.
    Update History will show you list of all previous updates that were reviewed by the project owner along with their approved status. By clicking on each approved update, it will expand so you can see the update details and comments.
    In Resource View by selecting the desired resource from the drop-down list of resources you can view the Timesheets for the chosen resource.

    How can I update my task progress?

    You can update your task progress by selecting Day View or Week View in Timesheet. Here you can report the actual working hours you spent on the task or the %complete depending of the chosen task update method. After entering your task updates, they should be saved and submitted to your project managers for reviewing and approving them. Until they are not reviewed, their status will be Pending. When processed by the project manager, depending of the action, the update status will change in Accepted, Rejected or Modified. Later, in the Task Information section you can view your estimated time to completion (ETC) in the My ETC field and your % completed in the My % completed field.

    What do I use approvals for?

    The Approvals button in Timesheet tab is available only for the project owners. In the Approvals option you as a project owner can find all submitted task updates by your team members. By clicking on each update, it will expand so you can see the update details. You can accept, reject, modify the received update and you can add comments to it.
    In the Approvals history you can view all of your previously submitted approvals, their status and update details by clicking on each of them. Top Page

     

    What is the purpose of using the Wikis Module?

    A wiki module allows project managers and team members to create Wikis that provide useful information for every project and task separately. Wiki enables the team members to share the knowledge gained during project and task work.

    How is the wiki organized?

    The Wiki is organized same as a word document. At the top of the wiki page there is a Table of contents (automatically generated) where all separate wiki paragraph names are listed and with a single click on the name you will be redirected to the particular paragraph.

    What can I add in the wiki page?

    You can add images; comments or attachments to the wiki page and wiki paragraphs and add hyperlinks to the content or link text to a wiki or an issue; and you may edit the text entered by using the What You See Is What You Get (WYSIWYG) editor.

    How can I copy and paste text to the editor?

    If you want to copy text to the editor, for best results use the Paste button marked below:



    ProjectOffice.net

    If you are using Firefox, you may encounter additional problems, due to the Firefox security settings.
    Firefox by default don't allow JavaScript to access user's clipboard because of security reasons. To enable pasting of text in Wiki and Issue as well, you should configure Firefox in following way:

    Steps to enable pasting in Firefox:
  • type about:config in Firefox address bar
  • type signed.applets.codebase_principal_support in Filter field
  • set value to true (by double click)

    ProjectOffice.net

    After completing the steps above, you will be able to paste some text by using the Paste button from editor toolbar.

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    Once you click the Paste button, you will be asked:

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    If you choose to Allow the text will be pasted.
  • How can I see if there is wiki created in Projects&Tasks submenu?

    If there is wiki page for task or project created, clickable icon (for project project, for task task) for wiki appears and when it is clicked, corresponding wiki page appears.

    How can I add new paragraph in a wiki page?

    You can add a new paragraph to a specific wiki created for a particular project or task by simply clicking on the Add new paragraph option in the Wiki Page Options sub menu.

    What do the lock and unlock in the Wiki serve for?

    While you are adding new paragraphs to a wiki or editing an existing wiki page or paragraphs, you need to have the wiki page locked. This is accomplished by simply clicking on the Lock link button. This avoids the risk of editing the wiki page by several people at the same time and prevents data loss.

    After you finish editing the wiki for a particular project or task click the Unlock link button, so afterwards others can edit it, or if you do not want to save the changes which you have made, click the Undo lock link button to return to the initial content of the wiki page.

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    What is Issue tracking system?

    An issue tracking system allows individuals, teams and/or companies to manage and maintain a list of problems or “issues” until the problem is resolved. It is possible to create, update and resolve reported customer issues, or issues reported by people employed in the organization. An “issue” can be anything from a simple customer question to a detailed technical report, which can be tracked by priority, status and type.

    What is issue status?

    Each issue has a status, which indicates the development stage of the issue. The following are the default statuses:

  • Open open - All issues which are newly posted will be assigned the Open status by default.
  • Analyzed analyzed - The issue is being analyzed.
  • Closed closed - Resolved and Tested issues, fixes for which are brought into Runtime.
  • Assigned assigned - The issue is assigned to a user.
  • Resolved resolved - Issue is fixed and it is to be resolved. Once tested the issue can be moved to closed or reopened.
  • Verified verified - The issue is verified by the tester and needs to be closed.
  • Reopen reopen - Closed/to be tested issues failed are reopened. From reopened status the issue can be moved to In Progress or Resolved or Closed.
  • In Progress in progress - The owner of the issue is working on the issue.


  • What is severity?

    Severity is the measurement of how seriously the defect affects the task or project. By default there will be four Severities: Show stopper stoper, Critical crytical, Major mayor and Minor minor; meaning Show stopper is the most severe and Minor is less severe. When you assign an issue you decide the level of severity it holds.

    Which are default issue types?

    The default issue types are:

  • Bug bug - A defect in the code, which prevents the functioning of the product.
  • Documentation document - A task that has to be completed in product documentation.
  • Testing testing - Issues related to testing.
  • Feature feature - New feature that has to be implemented in the product.
  • Other other - if none of the above types meet your issue type, you can specify the issue as “other”.

  • How can I view the issues history?

    In the general issue history (History button in Issues Options - Issues module)you can see if there are changes in all issues that are in the Issues list. You can see these changes in the Issues module by clicking History link button in the left sub-menu. Additionally, the issues history information may be filtered according to specific criteria.

    The specific issue history is shown when you click on an issue title, in the issues list. In this view, there are two tabs: General and History. In the History tab, history details about the specific issue are shown.



    How can I view the archived items?

    By clicking on Archive in Issues Options Menu you can see a list of the archived issues.
    Additionally, the archived issues list may be filtered according to specific criteria.

    It is recommended all issues with Status Close to be archived, so they would be available in the future if a problem with the same nature appears. If these issues are deleted they would be unavailable for future references.

     

    Which information is displayed in the Calendar module?

    The Calendar displays information regarding Tasks and Milestones. This information can be filtered by Space and/or project. By clicking on the task or milestone in Calendar you can see its brief Task information and an option to go to the particular Task Information dialog in Projects&Tasks.

    How can I change the working days in the calendar?

    ProjectOffice.net Calendar is set as default: 8 working hours and 5 days a week (Monday to Friday), calendar that most companies use.
    The working days can be changed in Settings>Space settings. Depending of your needs you can change them in the Base Calendar, Project, Task or/and Resource Calendar. Please see "Which settings are available in Space Settings?" section for more details.

     

    How can I create reports?

    The Reports are available in the Reports tab where you can find 9 (nine) predefined options (templates) which can be viewed, exported and printed. The available export formats are Excel and PDF. There are filters available (by project, by resource, by start and end date) in every option so you can easily get the desired information.

    Which information is available in Project information report?

    When you select the Project information report, projects summary are shown for all projects on which you are assigned in the current space. By using the filter you may choose particular project to view only its project summary.
    In this report, beside general information about the selected project (name, owner, duration, start and end date), you can see the following info as well:

  • Tasks: In Progress, Late, Not Yet Started, Milestone, Total.
  • Project resources.
  • Work: Schedule Work, Actual Work, Remaining Work, Overtime Work, %completed.

  • Which information is available in Who Does What report?

    In Who Does What report you can view all assignment information regarding the chosen project or for all projects on which you are assigned as a resource. This report is on a weekly base, and the information can be filtered by project, by task, by resource and by date range.

    Which information is available in Who Does What When report?

    In Who Does What When is weekly based report and it shows assignment information regarding the logged user and the resources that are assigned in project on which the logged user is project manager. Work details about planned work, actual work and overtime work is presented here. The information can be filtered by project, by task, by resource and by date range.

    Which information is available in To Do report?

    This report presents specific data depending on the role of the logged user in the particular project. If you are project manager, you will be able to see the To do list for all resources that are assigned in the particular project. If you have team member role in other project, you will be able to see only your To do list.
    This report contains information about the Resource Name, Project Name, Task Name, Start and Finish Date, Duration and Notes. The information can be filtered by project, by resource and by date range.

    Which information is available in Unstarted Tasks report?

    This report shows the tasks that are still not started - if you are a project manager, you will be able to see the unstarted tasks for all resources that are assigned in the particular project and if you are team member, you will be able to see only your unstarted tasks.
    It shows information about Project Name, Task Name, Start and Finish Date, Duration, Work, Predecessors, Resource Names and Comments. The information can be filtered by project, by resource and by date range.

    Which information is available in Tasks in progress report?

    This report shows the tasks that are in progress - if you are a project manager, you will be able to see the tasks in progress for all resources that are assigned in the particular project and if you are team member, you will be able to see only your tasks in progress.
    It shows information about the Task Name, Start and Finish Date, Duration, Work, Actual Work, Predecessors, Resource Names and Comments. The information can be filtered by project, by resource and by date range.

    Which information is available in Late tasks report?

    This report shows the tasks that were suppose to be started in the past but actually are not started yet - if you are a project manager, you will be able to see the late tasks for all resources that are assigned in the particular project and if you are team member, you will be able to see only your late tasks.
    It shows information about the Project and Task Name, Start and Finish Date, Duration, Work, Actual Work, Predecessors, Resource Names and Comments. The information can be filtered by project, by resource and by date range.

    Which information is available in Milestones report?

    Here you can view a list of tasks that are marked as milestones per project. If you are a project manager, you will be able to see the milestones of all resources that are assigned on the particular project and if you are team member, you will be able to see only your milestones.
    It shows information about the Project and Task Name, Start and Finish Date, Duration, Predecessors and Comments. The information can be filtered by project and by date range.

    Which information is available in Issues report?

    In Issues report you can view a list of reported issues per project. If you are a project manager, you will be able to see all issues reported and assigned to team members from the particular project and if you are team member, you will be able to see only the issues you have created and issues that have been assigned to you.
    It shows information about the Project Name, Issue ID and Name, From and To Status, Assigned and Reassigned To and Issue Type. The information can be filtered by all of the mentioned fields above as well as by task and by date range.

     

    How can I search the application?
    A search by key word is added in the application header where you can search keyword by searching different modules only within the selected space. The other search option is available as separate module where you can filter your search by module (All modules, Projects&Tasks, Timesheets, Wikis, and Issues) and by space (All spaces, your space, colleague's space etc).
    The search for keywords can be done from anywhere in the application, but the search results are shown only in the separate tab Search.
    There are also From/To filter where you can choose the dates to search between.
    How is the data organized in the search summary?
    The Search Summary block shows a summary of the search performed. By default all values are set to zero “0”. All is the number of the total searched Projects, Tasks, Wikis, Issues, Documents and History items. Project search means information found in the Project fields. Respectively, it means the same for the rest items (Tasks, Wikis, Issues, Documents, History). Under Other fall all other searched items (resent changes, to-dos on Dashboard and in Timesheets: Timesheet, Approvals, History and My Contacts)

     

    What is Buzzer for Desktop?
    Buzzer for Desktop is a desktop application that will notify you when there is new item in Recent Changes on the Dashboard in ProjectOffice.net. You need to install it on your computer and run it. The notifications will appear in a pop-up window in the system tray.
    Installation of the Microsoft .NET Framework Version 2.0 Redistributable Package is required to use the Buzzer for Desktop. You can find the installation here.
    How to use Buzzer for Desktop?
    Find details on how to use the Buzzer in this PDF manual
    What is Buzzer for BlackBerry®?
    Buzzer for BlackBerry® is a BlackBerry® application that gives notifications for all changes in the working spaces. This is how people that own a BlackBerry® device can track project status even when they are not in the office.
    In order to use the Buzzer for BlackBerry® you must have OS 4.3 or higher.
    How to use Buzzer for BlackBerry®?
    Find details on how to use Buzzer for BlackBerry® in this PDF manual
    What are ProjectOffice.net gadgets?

    ProjectOffice.net gadgets are iGoogle, Netvibes and PageFlakes. A gadget allows the users to view the Recent Changes created in ProjectOffice.net right in the iGoogle, Netvibes and PageFlakes homepages. You can find and add the gadgets here.

    Add to Google
    Add to Netvibes Add to Pageflakes

    How can I use the gadgets?
    Depending on the gadget you wish to use, you need to click the specific icon, whether the iGoogle, Netvibes or Pageflakes on the ProjectOffice.net homepage. Clicking the icon will take you to the selected gadget desktop. Here you will need to login with your ProjectOffice.net login details. After that you will be able to receive all the notifications from Recent Changes on the Dashboard in ProjectOffice.net.
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