Dashboard is your central portal. You are just a click away from
your core activities and all crucial information.
On the application header you can notice that your own space is selected as your
default.
First thing you need to do is to change your settings by clicking the “My Settings”
link button. Here you can edit your personal details in “My Profile”
tab and you can enter your new password in “Change Password”
tab and save your changes.
Secondary, you can use “Send an invitation” feature to invite new
users to ProjectOffice.net, so they can register to ProjectOffice.net and create
their own spaces.
Moreover, by using the “Space” drop-down list, you can choose whose
space information you would like to view.
My Projects – presents details about: all projects you are a member
of with included information about your team and the tasks assigned to each team
member for particular project.
The 4 icons next to each team member name represent the timesheet, time-off requests,
expenses and tasks, and these icons are highlighted when an action is taken by a
team member.
Recent Changes – keeps you up-to-date about the changes made in
all spaces you are a member of, along with the information about where the change
is made, who made the change and when.
My Tasks List – shows you a list of all of your tasks for the current
day.
My To-Do List – serves as a reminder where you can write your own
personal to-do-list. Only you are able to see this list.
Calendar – all tasks start dates and the end dates are highlighted
in bold. By clicking on a specific date on the calendar, the application takes you
to the Calendar Module where you can see your activities in more details.
Projects&Tasks Module is the starting point for your projects
organization.
There are 3 main menu items in the “Projects&Tasks Menu” which
enable you to create your projects and tasks and build your team: Projects;
Tasks and Resources. By clicking on each, the application
takes you to the specific menu item. Follow them bellow…
Projects
First, you need to create your projects. This is the beginning of your project managing
roadmap. There are 2 sections important to be explained:
Projects Menu – includes the “Create new project” link
button. By clicking on it the “New Project” section appears. You need to
enter Project name and Project description, and determine the project Start date
and End date. You can also fill in the blanks for the Project status and Project
customer. The final step is to create your Project team from the “Available resources”
and press “Save&Close” button to finish the creation of the project.
Projects – presents the list of your created projects and enables
you to edit projects by simply clicking on the project name or delete an existing
one. This section displays information about: Project Name, Start date, End date,
Status, Customer, and who created the project. The column “View” takes you to the
“Task sheet view” and “Gantt view” simply by clicking on the icons.
Moreover, if there is a wiki and/or issue created for the specific project, the
cross-referencing function in the “Actions” column notifies you by displaying icons
on the left side in front of the project name. When clicking on the specific icon
the application takes you to the wiki or issue accordingly.
When clicking on the project name, if you are a project manger, the “Project Information”
section appears. Here you can edit all information about the specific project. If
you are a team member or guest, you can only view information about the project,
without permissions for editing them.
Tasks
You have created new projects? Go to the next level!
The next step is to assign tasks to your team members. When you click the “Tasks”
menu item you see the following:
Tasks – provides you with a list of all tasks you’ve created with
an option for filtering the tasks by a particular project. This section displays
information about: Task Name, Start date, End date, Duration, Actual Work, ETC,
% completed and assigned resources to the specific task.
When clicking on the specific tasks name the “Task Information” section
appears which allows you to edit the task. After you’ve spent some time working
on this task, you need to click the “Update your task progress” link button in the
left lower corner of the “Task Information” section which takes you to
the “Day View” timesheet where you need to report the actual working hours
spent while working on the task, as well as the estimated completion time or % completed.
Afterwards, in the “Task Information” section you can view your estimated time to
completion in the “My ETC” box and your % completed in the “My % completed” box.
Moreover, you can also delete the task by simply clicking the check box before the
task name and click the “Delete” button in the “Task” section.
The “% completed” column in the task sheet view is presented with
the “task progress and status bar” which follows up the task status in
different colors, each color referring to whether the task is on time, late, or
critically late. The % completed of the tasks is presented within the progress bar
and shows how much work has been finished.
Moreover, if there is a wiki and/or issue created for the specific task, the cross-
referencing function in the “Action” column of ProjectOffice.net notifies
you by displaying icons on the left side in front of the task name. When clicking
on the specific icon the application takes you to the wiki or issue accordingly.
Tasks Menu – includes 3 link buttons: “Create new task”;
“Task sheet view” and “Gantt chart view”.
By clicking on the “Create new task” link button the “New Task”
section appears. You need to fill in the blanks for the Task name and Task description,
and determine the task Start date, End date and Task duration. The final step is
to assign resources to the task from the “Project team” list, press “Save&Close”
button and the new task is created.
By clicking on the “Task sheet view” the “Tasks” section
appears with a list of all tasks you have created.
By clicking on the “Gantt chart view” you can view all tasks in a particular
project visually presented.
On the left side of the section, the task sheet view with included all columns is
provided. You have the opportunity to “Insert”, “Hide”, “Edit”
and “Sort” columns. These options appear with a right click on
the heather of the tasks sheet.
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.
Resources
Before you create projects and tasks you need to have available resources which
will work on your projects and tasks. By clicking on the “Resources”
menu item you will be able to create your resource pool by inviting people to join
your team. When you click on the “Resources” menu item you see
the following:
Resources Menu - includes the “Add new resource” link
button. By clicking on it the “New Resource” section appears. Here you
need to fill in the blanks for the Resource name and Resource email and select the
role from the drop down list – Team member or Guest. Press “Save&Close”
to finish the process.
Resources – here you can view the complete list of your resources
which represents your current resource pool. This section displays information about:
Resource Name, Role and E-mail.
When clicking on the specific resource name the “Edit Resource” section
appears where you can edit the Resource name and Resource role. The Resource e-mail
is not editable information.
Moreover, in this section there are further information related to the specific
resource. The “Edit Resource” section is divided in two parts: “Basic Information”
(resource First name and Last name) and “Additional Information” (includes
resources other e-mails, phone numbers, IM information, addresses, business information,
etc.). This information are automatically transferred from the resource’s “My Settings”
section and they are only viewable without permission to edit them. After finishing
with edit resource process, press “Save&Close” button.
Another way to add new resource is by clicking the ”Projects” menu item
and then selecting a project name where new resources should be added. In the editing
section you can click the “Add new resource” button to create a new resource,
fill in the fields required and press “Save&Close” button to finish
the process. This new resource will automatically become a member of the Project
team and will also be available in the resource pool.
Time&Expenses Module affords organization and control of your
time managing and expenses tracking.
There are 4 main menu items in the “Time&Expenses Menu” which
enable you improve your effectiveness and your team’s performance quality:Timesheets;
Expenses; Time Offs and Approvals.
By clicking on each, the application takes you to the specific menu item. Follow
them bellow…
Timesheet
After you spend some time working on the task assigned to you, the next step is
to report the working hours spent on that task. When you click on the “Timesheets”
menu item you see the following:
Timesheets – provides the ability to select daily, weekly or all
timesheets views.
Day View or Week View – depending on the selection in the “Timesheets”
section, the “Day View” or “Week View” sections appear, which
give daily or weekly overview of the working hours spent on the specific task. Here
you need to report the actual working hours spent while working on the task for
the current day, as well as the estimated completion time or % completed and afterwards
press the “Save” button. The application also calculates overtime and displays
approved time offs.
Moreover, you can add notes for specific task by simply clicking the icon in the
“Notes” column, enter your note and press “Save”.
Expenses
The “Expenses” menu item allows you to create expense reports,
if you encounter any expenses while working on your projects and/or task.
When you click the “Expenses” menu item in the fist screen you
can view a list of all expenses you’ve created with included information about the
expense Description, Project for which the expense is made, expense Status, Date
incurred and the Total sum of the expense. Moreover, you can filter the expenses
by status: Open, Waiting, Approved or Rejected.
Expenses – includes the “Create new expense” link button. By clicking
on it the “New Expense” section appears where you can create new expense.
Create New Expense – in this section you need to fill in the blanks
for the expense General description, Date, Project for which the expense is made
and you can select particular task in the selected project from the Tasks drop down
list. You can explain the expense in details in the Comments section. In the second
half of this section you need to enter the expense Detailed description, Date, choose
the expense type from the Type drop-down list, select the currency from the drop
down list and enter the expense amount. Moreover, you can request reimbursement
if you select the Reimburse check box. You can submit the expense to your Project
Manager by clicking the “Submit” button and press “Save&Close”
to finish the process.
Time Offs
By clicking the “Time Offs” menu item you can submit your request
to your Project Manager if you need to request a time off.
Time Offs– in this section, by clicking the
“Create new time off
request” link button, you can create a new time off request. After the
“New Time off request” section appears, first select the Time off code
(Day off, Vacation, Sick or Other) from the drop down list provided. Then choose
start and end dates for the request and the number of working Hours. You can explain
the reason for the absence in the Comments section. You can submit your time off
to your Project Manager by clicking the
“Submit” button and press
“Save&Close”
to finish the process.
Time Off Requests – this section displays the list of all time
off requests with included information about the selected Time off code, time off
Status, time off dates, time off Total hours and is there a time off comment. Moreover,
you can filter the time offs by status: Open, Waiting, Approved or Rejected.
Approvals
After the timesheets, expenses or time-off requests submission, they can be either
approved or rejected only by the Project Manager. Therefore, this option can be
viewed only by the Project Manager. When you click on the “Approvals”
menu item you see the following:
Approvals – this section displays a list of all approvals and allows
filtering requests either for Timesheets, Expenses or Time off requests.
“Wikis” Module enables you to share your knowledge with your team
members about the tasks or projects you are working on.
Wikis Menu - There is 1 main menu item in this section:
“Projects&Tasks”. Clicking on this menu
items you can see the My Projects&Tasks” section
which provides you with a list of all projects and tasks. Moreover,
if you have a wiki created for a particular project there is an icon displayed by
the project and task name. Clicking on the icon or on the project or task name at
the “My Projects&Tasks” section provides an opportunity to view and
access the wiki created for the selected project or task.
(Project/Task Name) - this section shows the content of the wiki
created for the selected project or task.
Wiki Page Menu – enables adding a new paragraph to a specific wiki
created for a particular project or task by simply clicking on the “Add new paragraph”
link button. While you are adding new paragraphs to a wiki or editing an existing
one you need to have the wiki page locked with simply clicking on the “Lock”
link button. This avoids the risk of editing the wiki page by several persons at
the same time, which might cause confusion in the wiki content. After you finish
with editing the wiki for 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.
Projects & Tasks – by clicking on a specific project or task
name you can navigate from the currently opened wiki and view another wiki created
for the selected project or task.
The Issue Tracking System of ProjectOffice.net allows you and everyone within your
space to assign issues and track the status of each issue until it is resolved.
When you select the Issues Module you see the following:
Issues Menu – includes the “Add new issue” link button.
By clicking on it the “New Issue” pop-up window appears. Here, you need
to enter the issue Title, select from the drop down lists the Project and/or Task
for which the issue is created and the issue Type, Severity and Priority. Afterwards
assign the issue to the person who is in charge for solving it and enter the issue
Description.
During the process of creating a new issue you have the option to add an issue attachment.
At the end, press “Save&Close” to finish the process.
Issues List – displays the list of all issues you have created.
This section includes 10 columns: issue ID; Attachments (by displaying an attachment
icon indicates whether there is an attached file for the particular issue); Issue
title; Priority (High, Medium, Normal, Low); Status (Open, Analyzed, Closed, Assigned,
Resolved, Verified, Reopened, In Progress); Type (Bug, Documentation, Testing, feature,
other); Severity (Show Stopper, Critical, major, minor); Assigned to (the person
who is in charge for solving it); Created by (the person who have added the issue)
and Date created.
Moreover, you have the opportunity to filter issues by Project, Task, Type, to who
the issue is assigned, Priority, Status, Severity and Dates created.
Project Summary – summarizes the issues for all or selected projects
and/or tasks and in 4 sections: Priority, Status, Type and Severity. By clicking
on actual item in a section, in the “Issues List” section you can view
the issues filtered by the item selected.
The Calendar Module helps you to organize your work month by month. The Calendar
provides you with the ability to track all the relevant tasks on daily bases, as
well as the timesheets overdue and the approved time-offs. By clicking on a specific
item, the application shows you the item’s details.
