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Actions Shares. Embeds 0 No embeds. No notes for slide. While there are many expensive desktop project management tools, most of them focus on the project planning and task management functions. Many online project management tools are heavily aimed at collaboration and are weaker in the areas of task and resource management and reporting.
In this tutorial, we're going to walk through the process of creating a simple project. You can easily plan and manage even bigger, more complex projects—it's simply a matter of adding more details, more resources, and more tasks to the plan. If you're an independent project manager, you might want to define multiple companies, so you can keep separate projects for each client. You can also define different companies based on particular roles. For example, you might want to define consultants, suppliers, or customers who may be helping you by subcontracting, providing raw materials, or performing beta testing.
After you've defined these companies in dotProject you can assign them to any projects they're involved in. To define a company: 1. Click the Companies button in the upper left corner. Click the New Company button to bring up the Add Company page, as shown below.
Add the company details. Select the company type from the Type drop-down menu. For your own company, choose Internal. Click the Submit button. You'll be able to view the company you just defined. That's all there is to it! You've now created a company in dotProject. A user is anybody who will be part of your project. To add a user: 1. Click the User Admin button in the main menu.
On the User Management page, click Add User. On the Add User page, enter the user's login, which must be at least 4 characters long. Select the User Type and User Role from the drop-down menus. These are defined by your system administrator, but dotProject comes pre-loaded with a set of standard types and roles.
Use those for now. Add a password and re-enter it to confirm. Add the user's name. Select the company from the Company drop-down menu.
Enter the user's email address. Click Submit to add the user. This displays the View User page. Next, let's set the user's permissions on all dotProject modules.
These permissions allow the user to perform a variety of actions within the dotProject application. To set permissions: 1. Scroll down to the Add Permissions box. Select All Modules from the Modules drop-down menu. Select the checkboxes for the permissions you want to grant to this user. Click Add. You've defined your first user. Now that you've added one user, you can add all of the people who will be part of your team! Just follow the preceding steps for each user. Defining a Project A project is like a big container, in which you define and manage dozens, hundreds, or even thousands of elements such as tasks, resources, and events.
We'll start within the company you created. That way everything you define will be attached to that company. To define a project: 1. On the View Company page for the company you created, click the New Project button. On the New Project page, add a project name. Select a project owner from the Project Owner drop-down menu.
You'll see that the company is already selected. Now pick your Start and Finish Dates. Click the little calendar icon which displays a nice calendar widget to let you set dates easily. You can set a variety of other properties for your project, including status and priority. Add a description, if you like. You've created a new project. Defining a Task Tasks are the building blocks of any project. Even the smallest project consists of dozens, if not hundreds of tasks. Often, when we're working alone, we roll many tasks into one.
The power of a good project management tool is that you can perform a Work Breakdown Structure WBS , carving the project into small tasks that you can assign to yourself and others.
With a team working on many tasks at the same time, you can make faster progress. To define tasks: 1. On the Add Task page, enter a task name in the Task Name field. Select a Task Priority and then select the Milestone checkbox. Select a task owner from the Task Owner drop-down menu, and then add any other pertinent information, such as the task owner's email address, or a task bud 5.
Select a Task Type. You can choose from Unknown, Administrative, and Operative. Your system administrator can define other task types for you. Add a Description. Before you save a task you must enter start and finish dates. Click the Dates tab. If you don't know the finish date, but you do know how long the task may take to complete, enter the number of hours in the Expected Duration field.
Click the Finish Date button. Click Save to create the new task.
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