Section |
Action |
Description |
Roles |
View |
The roles people can take on projects and tasks, such as
manager, sales contact, tech support person, etc.. Currently,
can only be edited directly in the database. |
Default roles |
View |
The data model has a facility for default roles, although
it is not currently used at all. This shows what is in the
database for default roles. Currently unimplemented. |
Workgroups |
View |
There is a data model for workgroups, but it is not a part
of the UI. Shows what is in the database (currently, nothing!) |
Dependency types |
No UI |
When implemented, this page will allow you to view and
edit the descriptions given to various dependency types (such
as finish before start, etc..) Currently, the only dependency
used is finish before start, so it's not exposed in the UI |
Status types |
No UI |
Valid status codes, for example, 'Open' and 'Closed' |
Project categories |
Edit categories |
Projects can be categorized according to multiple 'trees'
of categories. What this means is you can have multiple ways
of categorizing your projects. This section sets up your
categories and allows you to link them to projects. Currently,
there is a bug in the categories package that prevents the
context bar at the top of the screen from returning you to the
project-manager pages. |
Logger integration |
Set up |
Logger is a package that lets you log time, expenses, and
other variables. Project manager requires you to
install and mount at least one instance of logger, because it
uses logger to log time and other variables against projects
and tasks. However, you can have varying levels of integration
with logger. This section sets up which logger instances you
want to be fully integrated with project-manager, so that new
project-manager projects appear in the logger instance.
@logger_warning;noquote@
|
Set up |
You must choose a logger instance to be the primary
logger linked in with project-manager. This is closely linked
in with project-manager, so you can view reports of a project, etc.
@logger_primary_warning;noquote@
|
Sync |
Once you have chosen logger instances to be integrated
with project-manager, you may have a lot of older
project-manager projects that are not synchronized with
logger. This page lets you synchronize older project-manager
projects with logger, so that they are all linked in correctly
with that instance. This does not add in logger projects to
project-manager (although someone can certainly add that
functionality if they wish).
|
Parameters |
Edit |
The parameters allow you to do things such as set up daily
reminder emails, change what fields are shown in the project
view and edit pages, and so on. Highly recommended if you're
setting up project-manager. |
Projects |
Update all |
This page allows you to update the deadlines of all the
projects in your installation. It will take a while. |