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Difference between revisions of "Projects and time tracking"
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==Administration== | ==Administration== | ||
| − | In the administration window you'll find the following tabs: | + | Before you start you need to setup everything here. In the administration window you'll find the following tabs: |
===Permission types=== | ===Permission types=== | ||
| − | Each project has a permission type. Those types control who can read | + | Each project has a permission type. Those types control who can read and write to the project. |
| − | If you add a user to the permissions with read permission the user may view the project information. If you raise the permission level to write the user may may edit the project | + | If you add a user to the permissions with read permission the user may view the project information. If you raise the permission level to write the user may may edit the project and create sub projects if it's a folder. |
If you have the time tracking module installed too you might want to add users to the "Book permissions" tab so they can book working hours. | If you have the time tracking module installed too you might want to add users to the "Book permissions" tab so they can book working hours. | ||
| − | === | + | ===Employees=== |
| − | + | Every user that needs to be set as a resource for time tracking on projects need to be added here with their default fee. | |
| − | + | When a user closes it's time tracking week the closed date will be set forward. In this dialog you can set it back if a mistake was made and the week needs to be opened again. | |
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===Statuses=== | ===Statuses=== | ||
| − | + | Manage project statuses here. Per status you can set if a project is completed or not. Completed projects won't be available for time tracking anymore. You can also set if the project is visible in the tree. This is useful for keeping your projects overview organized. | |
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| + | ===Office times=== | ||
| + | Set the office times here. These times will be used for guessing the default time for a time entry and also for estimating a project task due date. | ||
| + | |||
| + | ===Activity types=== | ||
| + | These will be available in a drop down on time entries. It also has a preset for the description and duration. | ||
===Project templates=== | ===Project templates=== | ||
| − | You can create multiple project templates here. In a template you can control | + | You can create multiple project templates here. In a template you can control which fields and custom field categories will be applicable to the project type. When you create a new project the project template will be selected first. There are two types of projects: |
| − | + | #Container: This is just a folder for child projects and used for organizing the project tree. | |
| + | #Project: This type enables time tracking and expenses. A project can't have child projects. | ||
| − | It's possible to set up some | + | It's possible to set up some default items too. You can automatically create tasks, files and folders. |
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==Create a project== | ==Create a project== | ||
| − | + | Navigate in the tree and click on "Add" from the main screen. If there are multiple [[#Project templates]] then a popup with the available templates will be presented. If there are no or one template then this popup will be skipped and the project dialog will appear. | |
| − | + | ||
==Share a project with a new user / customer== | ==Share a project with a new user / customer== | ||
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==Reports== | ==Reports== | ||
| − | + | There are some default reports available. Reports can be customized if you have PHP knowledge. The example reports are available in source code. | |
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==Time tracking== | ==Time tracking== | ||
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[[Image:Hoursapproval.png|Hours approval screen]] | [[Image:Hoursapproval.png|Hours approval screen]] | ||
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Revision as of 11:29, 30 January 2014
With the projects module you can easily manage project information in one place and keep track of worked hours, material usage and travel costs. You can also share projects with customers and co-workers. At the project information panel you can easily access related comments, tasks, appointments, files etc. as you can see in the screenshot.
Contents
Administration
Before you start you need to setup everything here. In the administration window you'll find the following tabs:
Permission types
Each project has a permission type. Those types control who can read and write to the project. If you add a user to the permissions with read permission the user may view the project information. If you raise the permission level to write the user may may edit the project and create sub projects if it's a folder. If you have the time tracking module installed too you might want to add users to the "Book permissions" tab so they can book working hours.
Employees
Every user that needs to be set as a resource for time tracking on projects need to be added here with their default fee. When a user closes it's time tracking week the closed date will be set forward. In this dialog you can set it back if a mistake was made and the week needs to be opened again.
Statuses
Manage project statuses here. Per status you can set if a project is completed or not. Completed projects won't be available for time tracking anymore. You can also set if the project is visible in the tree. This is useful for keeping your projects overview organized.
Office times
Set the office times here. These times will be used for guessing the default time for a time entry and also for estimating a project task due date.
Activity types
These will be available in a drop down on time entries. It also has a preset for the description and duration.
Project templates
You can create multiple project templates here. In a template you can control which fields and custom field categories will be applicable to the project type. When you create a new project the project template will be selected first. There are two types of projects:
- Container: This is just a folder for child projects and used for organizing the project tree.
- Project: This type enables time tracking and expenses. A project can't have child projects.
It's possible to set up some default items too. You can automatically create tasks, files and folders.
Create a project
Navigate in the tree and click on "Add" from the main screen. If there are multiple #Project templates then a popup with the available templates will be presented. If there are no or one template then this popup will be skipped and the project dialog will appear.
You need administrator access to perform these tasks. First you need to create a user at:
Admin menu -> users -> Add
You must give the user access to the projects module.
Then you must create a project type at:
Projects -> Administration -> Permission types -> Add
Add the new user to the project type and optionally other users that need access to this type of projects.
Now create a project with this type or update one with it. This project will be available to the new user.
Reports
There are some default reports available. Reports can be customized if you have PHP knowledge. The example reports are available in source code.
Time tracking
There are two ways of doing time tracking which the company has to decide on to use system wide. You can enter times in a grid with all projects and weekdays. This is very easy but has only one limitation that you can't enter multiple registrations on the same project on the same day. If you want to do that you'll need the other time tracking mode. If you have write or manage rights for the time tracking module, you can change this at:
Time tracking -> Administration
Close week
When a user has finished filling in the hours for a week, it can be closed. After closing the hours can't be edited anymore by the user. Only an administrator can re-open the week.
Approve hours
Optionally the hours approval module can be installed. If this is installed the project manager will receive an e-mail when a user has filled in hours. The manager can approve or disapprove the timesheet. If it's disapproved the user will receive an e-mail about that and the week will be re-opened automatically. If the hours approval module is not installed hours will be approved automatically.
