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<title>Project Tracker</title>
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<h2>Project Tracker</h2>
part of the <a href="index.html">ArsDigita Community System</a>
by <a href="http://teadams.com">Tracy Adams</a>
<hr>
<ul>
<li>User directory: <a href="/project-tracker">/project-tracker</a>
<li>Admin directory: /admin/project-tracker
<a href="/admin/project-tracker/">/admin/project-tracker</a>
<li>data model:
<a href="/doc/sql/display-sql.tcl?url=/doc/sql/project-tracker.sql">/doc/sql/project-tracker.sql</a>
<li>procedures: /tcl/project-tracker.tcl
</ul>
<h3>The Big Picture</h3>
Corporations need a way of organizing their people, projects, and time.
<h3>The Medium Size Picture</h3>
Vital company knowledge lies in answers to the following questions.
<ul>
<li> Where is Betty Stripe today?
<li> What are our upcoming deadlines?
<li> What is John Smith working on?
<li> Which people are on the CNN project?
<li> How much time did that project take?
<li> What current issues and problems we are facing?
<li> What has this project involved so far?
</ul>
<h3>Core Components</h3>
The Project Tracker runs as part of the dedicated
ArsDigita Community System for your intranet.
Components of the Project Tracker are employees,
customers, and projects.
<h4>Employees</h4>
Employees or key members of the company are users of the ArsDigita Community System. Detailed contact information is stored for users to provide a company directory.
<p>
A "current information note" is used as a quick reference for employees' temporary contact information and other special items. Users are reminded to maintain their current information note in their workspace.
<p>
Email notifications remind users to keep their contact and current information note up to date.
<h4>Projects</h4>
<p>
Typical projects are
<ul>
<li> A client (iMedix)
<li> A module (Project Tracker Module)
<li> An initiative (convert company structure from LLC to SCorp)
</ul>
The <code>project_tracker_projects</code> table stores the main project information.
<blockquote>
<pre>
create sequence project_tracker_projects_id_seq;
create table project_tracker_projects (
project_id integer not null primary key,
creator_user_id integer references users,
creation_date date,
name varchar(200),
--- the url of the staff server for this service, if applicable
glassroom_url varchar(100),
start_date date,
end_date date,
-- if this project is for a customer, which one
customer_id integer references project_tracker_customers,
--- purpose is sales, operations, customer
purpose varchar(100),
--- major considerations for this project
notes varchar(4000),
);
</pre>
</blockquote>
Employees of the company are assigned to projects.
<blockquote>
<pre>
create table project_tracker_assignments (
user_id integer references users,
project_id integer references project_tracker_projects,
creator_user_id integer references users,
creation_date date,
-- what the user does for this project
role varchar(4000),
unique(project_id, user_id)
);
</pre>
</blockquote>
Each project has major deadlines. Example
deadlines are "initial launch", "site upgrade",
or "progress checkpoint".
<blockquote>
<pre>
create sequence project_tracker_deadline_id_seq;
create table project_tracker_deadlines (
deadline_id integer primary key,
creator_user_id integer references users,
creation_date date,
name varchar(200),
start_date date,
due_date date,
description varchar(4000),
status_note varchar(4000)
);
</pre>
</blockquote>
User's record time spent on each project or deadline.
<blockquote>
<pre>
create table project_tracker_hours (
user_id integer not null references users,
project_id integer not null references project_tracker_hours,
deadline_id integer reference project_tracker_deadlines,
notes varchar(4000),
-- start_time and finish_time include date and time
-- If total_hours is blank, we will assume that the
-- user precisely enter the times and will calculate total_hours
-- If total_hours is not blank, we will assume that start_time
-- and end_time represent "general timeframes" and not try
-- to recalculate total_hours
start_time date,
finish_time date,
total_hours number(5,2),
-- billing rate is in dollars
billing_rate number(5,2)
);
</pre>
</blockquote>
<h4>Customers</h4>
We store potential, current, and past customers.
<blockquote>
<pre>
create sequence project_tracker_customer_id_seq;
create table project_tracker_customers (
customer_id integer primary key,
creator_user_id integer references users,
creation_date date
name varchar(200),
-- we are not going to bother storing a ton
-- of structure information
-- To store individual contact records, use the contact-manager
contact_info varchar(4000),
-- potential, current, past
status varchar(100),
notes varchar(4000)
);
</pre>
</blockquote>
<hr>
<a href="http://teadams.com"><address>teadams@mit.edu</address></a>
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