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Difference between revisions of "Projects and time tracking"

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You can also share projects with customers and co-workers.  
 
You can also share projects with customers and co-workers.  
  
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==Permissions==
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==Administration==
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The module permissions are organized in the following way. Only if you have 'Manage' permissions for the module you can:
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In the administration window you'll find the following tabs:
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#Create projects at the top level
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#Manage project types. With project types you can manage the permissions of individual projects.
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#Manage different fees that users can select when booking hours.
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===Project permissions with project types===
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===Permission types===
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To share a project with other users you have to create / edit a project type.
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Each project has a permission type. Those types control who can read, write or book hours to the project.
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You can do this at:
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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, create subprojects and book working hours.
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If you have the timeregistration module installed too you might want to add users to the "Book permissions" tab so they can book working hours.
  
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Projects -> Settings -> Types
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===Default fees===
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Here you can set an internal and an external fee for each user that has access to the timeregistration module. The fees can be used for reporting and billing.
  
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A type has three permission types:
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===Special fees===
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Here you can setup non-default fees which users can select if the fee is different then usual. A fee for travel miles instead of hours could be created here for example.
  
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#Read permission: The user may view all project information
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===Statuses===
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#Book permission: The user may only book working hours
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Create statuses to filter projects on.
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#Write permission: The user may edit the project, create subprojects and book working hours.
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===Share a project with a new user / customer===
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===Project templates===
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You can create multiple project templates here. In a template you can control exactly 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. For a toplevel container you might want to disable all fields except for name and description for example. Within those you might have some different project types too.
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===Report templates===
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==Share a project with a new user / customer==
 
You need administrator access to perform these tasks.
 
You need administrator access to perform these tasks.
 
First you need to create a user at:
 
First you need to create a user at:

Revision as of 14:04, 13 January 2010

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.

Administration

In the administration window you'll find the following tabs:

Permission types

Each project has a permission type. Those types control who can read, write or book hours 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, create subprojects and book working hours. If you have the timeregistration module installed too you might want to add users to the "Book permissions" tab so they can book working hours.

Default fees

Here you can set an internal and an external fee for each user that has access to the timeregistration module. The fees can be used for reporting and billing.

Special fees

Here you can setup non-default fees which users can select if the fee is different then usual. A fee for travel miles instead of hours could be created here for example.

Statuses

Create statuses to filter projects on.

Project templates

You can create multiple project templates here. In a template you can control exactly 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. For a toplevel container you might want to disable all fields except for name and description for example. Within those you might have some different project types too.

Report templates

Share a project with a new user / customer

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 -> Settings -> 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.


Create a subproject

You can create subprojects by selecting a project and click the "New" -> "Subproject" menu item from the project information panel.

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