This is an automated email from the ASF dual-hosted git repository. holivier pushed a commit to branch trunk in repository https://gitbox.apache.org/repos/asf/ofbiz-plugins.git
commit 8d6c36b624064e41526649e1bf7b0b6612f91b9d Author: holivier <holiv...@apache.org> AuthorDate: Fri May 1 18:31:40 2020 +0200 Documented: ofbiz-plugins / ProjectMgr, migration of docbook help files to asciidoc, most of files have been directly included in project-mgr.adoc. (OFBIZ-11587) --- docs/asciidoc/plugins-user-manual.adoc | 3 + .../src/docs/asciidoc/_include/prjm_intro.adoc | 72 +++++++++++++++++++ .../src/docs/asciidoc/_include/prjm_project.adoc | 64 +++++++++++++++++ projectmgr/src/docs/asciidoc/project-mgr.adoc | 80 ++++++++++++++++++++++ 4 files changed, 219 insertions(+) diff --git a/docs/asciidoc/plugins-user-manual.adoc b/docs/asciidoc/plugins-user-manual.adoc index 7803615..789622e 100644 --- a/docs/asciidoc/plugins-user-manual.adoc +++ b/docs/asciidoc/plugins-user-manual.adoc @@ -34,3 +34,6 @@ include::../../ebay/src/docs/asciidoc/ebay.adoc[leveloffset=+1] include::../../ebaystore/src/docs/asciidoc/ebay-store.adoc[leveloffset=+1] include::../../myportal/src/docs/asciidoc/my-portal.adoc[leveloffset=+1] + +include::../../projectmgr/src/docs/asciidoc/project-mgr.adoc[leveloffset=+1] + diff --git a/projectmgr/src/docs/asciidoc/_include/prjm_intro.adoc b/projectmgr/src/docs/asciidoc/_include/prjm_intro.adoc new file mode 100644 index 0000000..f705fce --- /dev/null +++ b/projectmgr/src/docs/asciidoc/_include/prjm_intro.adoc @@ -0,0 +1,72 @@ +//// +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. +//// += Project Manager Introduction +The project manager allows you to manage a project which in its simplest form consists out of phases and tasks. + +A project consists out of one or more phases of which each phase can have one or more tasks. + +A task always has a single parentPhase. + +Time registration is only done on a task level. + +Estimated and actual dates are only maintained at the task level. + +For reporting they are calculated to the higher levels. + +Project views are created to support this. + +== Status management +Status is managed at task level, Project and Phase statuses shown on screen are tasks status compilation. + +Task statuses are : + +|=== +| StatusId | Status | Description +| PTS_CREATED, | Created | after task creation +| PTS_CREATED_UA | Unassigned | currently not used by an automatic process +| PTS_CREATED_AS | Assigned | after a resource is assigned +| PTS_CREATED_IP | In Progress | after a time entry is created on the task +| PTS_COMPLETED .| Completed |Manually changed by button +| PTS_ON_HOLD | On Hold | +| PTS_CANCELLED |Cancelled | +|=== + +Project or Phase is completed if all included tasks are completed (or cancelled) + +== Resources +You can describe a customer (company and contact) and who provides the task (named provider) in the resource portlet. + +To be able to associate someone to a project he should have, two (or more) project roleType, first PROJECT_TEAM to appear +in Party drop-down, and at least one of the PROJECT_TEAM sub-roles for the second drop-down. + +Look at parameters section to have the complete project roletypes list. +And go to the party profile to associate a role type to a party. + +== Parameters : +* RoleType with PROJECT_TEAM as parentTypeId, used in a lot of screens; default proposed roleTypes are : +** CLIENT% : used to select parties which appears in Projects Parties info, client side +** CLIENT_MANAGER : user login associated to a project with this roleType view it in ListCustomerProjects +** CLIENT_ANALYST : same as CLIENT_MANAGER for ListCustomerProjects +** CLIENT_BILLING : partyId which will be invoiced; same as CLIENT_MANAGER for ListCustomerProjects; appears in Company part + of Project Parties info, other CLIENT% role appears in contact part +** PROVIDER% : all parties which provide the project. In Projects Parties info, provider part, all roleType not equals to CLIENT% + will appear +** PROVIDER_MANAGER : currently no process or specific selection +** PROVIDER_ACCOUNTING : currently no process or specific selection +** PROVIDER_ANALYST : currently no process or specific selection +** PROVIDER_FUNCTIONAL : currently no process or specific selection +** PROVIDER_VALIDATOR or PROVIDER_TESTER: used to define at project level who will validate a task, used when assigning a party + to a task with status not equals to "PAS_COMPLETED", if the party has not this role, all parties with this role at the project + level will be added to this task. + + (this action is done by ECA, commented in default configuration, if you want it un-comment it) diff --git a/projectmgr/src/docs/asciidoc/_include/prjm_project.adoc b/projectmgr/src/docs/asciidoc/_include/prjm_project.adoc new file mode 100644 index 0000000..b986246 --- /dev/null +++ b/projectmgr/src/docs/asciidoc/_include/prjm_project.adoc @@ -0,0 +1,64 @@ +//// +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. +//// += Project - summary +This dashboard gives a one page overview of project details, resources, phases and task. +It is also the starting point to navigate to the various sub screens related to a project. + +== Sub screens +Following sub screens are provided: + +* Gantt chart +* Mailing List +* Phases +* Tasks +* Orders +* Resources +* Content +* Notes +* Sub projects +* Billing + +== Project Information +This section provides detailed information about the project, e.g. +the type and scope, the description and planned and actual start and end dates and planned and actual hours + +== Resources +This section provides detailed information about the participants (organizations and persons) of the project. +For the participating persons this section provides information regarding the role in the project and the hours registered + and processed. + +== Sub projects +This section provides detailed information about the project that are registered as sub projects of the project. + +== Phases +This section provides an overview of the phases of the project, incl. +status, priority, start and end date and the hours planned and registered. + +== Task +This section provides provides an overview of the tasks of the project, incl. +status, priority, start and end date, the first assigned resource and hours planned and registered. + +== Notes +This section provides detailed information about notes registered with the project. + +== Content +This section provides an overview of content (documents and other files)registered with the project. + +== Orders +This section provides an overview of orders linked to the project. \ No newline at end of file diff --git a/projectmgr/src/docs/asciidoc/project-mgr.adoc b/projectmgr/src/docs/asciidoc/project-mgr.adoc new file mode 100644 index 0000000..5a83d4c --- /dev/null +++ b/projectmgr/src/docs/asciidoc/project-mgr.adoc @@ -0,0 +1,80 @@ +//// +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. +//// += Project Manager +:doctype: book +:sectnums: +:toc: left +:icons: font +:experimental: +:sourcedir: . + +include::_include/prjm_intro.adoc[leveloffset=+1] + +== ProjectMgr in UI +=== Main screen. +This is the startup screen of the project manager. +It will show all active projects with some statistical data. + +=== My tasks +This overview outlines all tasks the user has been assigned to. + +=== My Timesheets +Here the user enters the hours worked on tasks. + +It also provides an overview of all timesheets the user has filled out. + +It also shows the status of the timesheets. + +=== Find Projects +This screen provides an overview of all projects the user is participating in. + +include::_include/prjm_project.adoc[leveloffset=+2] + +=== Project - billing +This screen shows all hours registered to the various tasks in the project by all participants. + +From here the Project Manager processes all time entries for further processing regarding invoicing and +cost accounting. + +=== Project - edit info +The Project Manager can edit various details regarding the project. + +=== Project - orders +This screen provides an overview of all orders related to the project. + +=== Project - phases +This screen provides an overview of the phases of the project. + +The Project Manager can manage all phases in the project here, e.g. defining new phases. + +=== Project - resources +This screen provides an overview of all participants in the project. + +From here the Project Manager can add new resources to the project, or end the participation of existing project members. + +=== Project - tasks +This screen provides an overview of all tasks associated to the project. + +=== Project - Requests +This screen provides an overview of all customer request regarding projects. + +=== Tasks +This screen provides an overview of all tasks in the module + +=== Timesheets +This screen provides an overview of all timesheets registered with the application by all project participants.