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Project Manager

WebGUI’s Project Manager and Time Tracking assets work together to implement and track company projects.

Set up Project Manager

  1. Select the Project Manager asset from the New Content menu of the Admin Bar.

  2. The “Add Project Manager” screen will open.

 

  1. Enter a title for the project in the “Title” field.

  2. The “Menu Title” field can be left blank and WebGUI will insert the “Title.”

  3. The “URL” field can be left blank and WebGUI will generate a URL for you.

  4. Enter a description of the project in the “Description” field.

  5. Set display options in the “Display” tab.

 

  1. Hide from navigation?: if toggled to Yes, the asset’s menu title will be hidden in the navigation.

  2. Open in new window?: if toggled to Yes, the asset will open in a new browser window if viewed directly.

  3. Display the title?: if toggled to No, the asset’s title will not be displayed on the web page.

  4. Style Template: select a style in which to view the asset; if part of a page layout, the page’s style will be used.

  5. Default Templates: the remaining templates on the page are default templates for the project management system. In order to changes these you will have to select a template’s edit tab and manually change the code.

  1. Select the security settings in the “Security” tab.

 

  1. Owner: the owner has full editing and viewing rights to the asset. Usually, the owner is the person who created the asset.

  2. Who can view?: determines who can view the asset on the web page.

  3. Who can edit?: determines who can edit asset content.

  4. Group to Manage Project List: determines who can add or change projects that are listed.

  1. The Metadata tab is the standard Metadata screen common amongst all assets. If you need to handle metadata for the purposes of content profiling you can do so here.

  1. Click save to place your project manager on the site.

 

 

Add Projects to the System

Once the project management system is in place, you can begin adding your projects.

  1. Click on the “New Project” link.

  2. The “Create New Project” screen will open.

 

  1. Enter a title for the project in the “Project Name” field.

  2. Give a brief description of the project in the “Project Description “ field.

  3. Select who will be able to edit project tasks from the “Project Managers Group.”

  4. Choose a group who will be able to observe the project in the “Project Observers Group.” Observers are able to see the project in the project manager and will be able to see the task overview.

  5. Select the unit of time in which you will track the project from the “Time Project In” field.

  6. Enter the daily work duration in the “Working Hours Per Day” field.

  7. Enter an estimate for the project’s cost in the “Project Cost Estimate” field. You can later configure your resources and the system will automatically calculate the project’s actual cost against this estimate. If you don’t want this done, leave this field at 0.

  8. Click the “Create New Project: button. From here you will be directed to a screen which will allow you to enter specific tasks. If you commit your content now, you will be shown the project dashboard (below), in which will be the project you just created. Click on the project title to be directed to the screen in which to add tasks. Click on the pencil icon to edit project details, or click the red X to delete this project and all assigned tasks from the system.

 

 

 

Add Project Tasks

  1. Click on the “Add Task” link at the bottom of the screen.

 

  1. The Add/Edit Task screen will appear.

 

  1. In the “Task Name” field enter the name of the task.

  2. In the “Start” and “Finish” field enter the date range in which the task is to be completed.

  3. Below the Start and Finish fields are three options: Timed, Progressive, and Milestone. If the task is dedicated to a specific time period select Timed. If the task is ongoing select Progressive. If the task is a major step towards project completion, select Milestone.

  4. In the “Duration” field enter the estimated number of work hours this task will take. If the task will span over a weekend, you need to account for those days.

  5. In the “Lag Time” field enter the number of hours a task may be behind schedule, perhaps due to increment weather or other factors. This will give a bit of padding to the project deadline.

  6. The “Predecessor” field allows you to account for tasks that must be completed before this task can take place. For example, if building a house, the foundation would have to be completed before walls could be put up. Enter the task name of this task’s predecessor and the system will automatically adjust the start and finish dates to account for the predecessor’s completion. This will prevent you from accidentally scheduling two dependent tasks at once.

  7. In the “Resource” field you can assign existing users or groups to this task by clicking on the appropriate link. This will open a search screen. Simply enter a user or group name in the search box, click Search, and a list of users or groups available to add to the task will be displayed.

 

 

  1. Click on the user’s or group’s plus icon (+) to add it to the task. You will see the user/group displayed under the “Resource” field. Click the X icons to remove users and groups from a task.

  2. Click Save and the task will be added to the project.

 

Manage Tasks

Clicking on a task’s name will reveal a number of options.

 

  • Edit Task: allows you edit task details entered in the Add/Edit Task screen.

  • Insert Task Above: allows you to add a new task which will precede this task. The Add/Edit Task screen will open, and upon completion the new task will be added to the project in the space directly above this current task.

  • Insert Task Below: performs just like Insert Task Above, except it adds the new task below the current task.

  • Delete Task: allows you to permanently delete a task from the project.

Keywords: Assets projects task

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