Project structure/en/ - Revision history

Writer: /* Integration with mail client */

2016-02-12T07:46:40Z

Integration with mail client

Writer: /* Meetings */

2016-02-12T07:46:05Z

Meetings

Writer: /* Milestones */

2016-02-12T07:40:38Z

Milestones

Writer: /* Add new milestone */

2016-02-11T15:37:43Z

Add new milestone

Writer: /* Task relations */

2016-02-11T15:36:34Z

Task relations

Writer: /* E-mail notifications on new and changed milestones, tasks */

2016-02-11T15:36:22Z

E-mail notifications on new and changed milestones, tasks

Writer: /* Tasks and EU Projects */

2016-02-11T15:35:38Z

Tasks and EU Projects

Writer: /* Comments - collaboration */

2016-02-11T15:35:21Z

Comments - collaboration

Writer: /* New phase */

2016-02-11T15:33:32Z

New phase

Writer: /* How to plan project schedule */

2016-02-11T15:31:38Z

How to plan project schedule

@@ Line 238: / Line 238: @@
 === Integration with mail client ===
-*Invited participants of the meeting receive '''meeting invitation'''. Invitation can be accepted or rejected in the e-mail client calendar. Reply is sent to organizer's mail.
+* Invited participants of the meeting receive '''meeting invitation'''.
-*Meeting organizer receives confirmed meeting to e-mail client calendar.
+* Invitation can be accepted or rejected in the e-mail client calendar. Reply is sent to organizer's mail.
 * Meeting organizer receives confirmed meeting to e-mail client calendar.

@@ Line 210: / Line 210: @@
 == Meetings ==
+[[File:New_meeting.JPG|thumb]]
 Meetings are special type of project task with additional functionality that connect them to Calendar (Outlook)
 === New meeting ===
 Project meetings are organized in 4PM by clicing [[Image:4.3.ikonaSkliciSestanek.jpg]] to open form:
 #select activity (meeting, board meeting),
 #enter meeting subject (task name),
@@ Line 223: / Line 221: @@
 #enter description and attach link to documents [[Image:IkonaPriponka.JPG]],
 #select meeting participants (send invitation to)
 and save.
-PM verifies the availability of invited participants in 4PM calendar (absence, another meeting). Once you save, 4PM sends e-mail invitation to Calendar (Outlook) and in My 4PM Calendar. Participants can enter hours for accepted meeting.
+PM verifies the availability of participants in 4PM calendar (absence, another meeting). Once you save, 4PM sends e-mail invitation to Calendar (Outlook) and in My 4PM Calendar. Participants can enter hours for accepted meeting.
 ==== E-mail notifications for meetings  ====
 '''General application settings'''
+*ON – meeting invitation is sent to meeting invitees. Invitation can be accepted in Calendar and confirmation is sent to meeting organizer.
-*ON– meeting invitation is sent to meeting invitees. Invitation can be accepted in Calendar and confirmation is sent to meeting organizer.
+*OFF – no e-mail is sent, meeting appears only in 4PM.
 === Meeting Confirmation ===
 General setting: DEFAULT INITIAL STATUS OF MEETINGS

@@ Line 191: / Line 191: @@
 == Milestones ==
-Milestones are point in project course. The can be
 *stand alone milestone
 *end date of the phase (automatic)
@@ Line 199: / Line 201: @@
 === Add new milestone ===
 Click [[Image:4.3.ikonaUstvariMejnik.jpg]] to open a form.
 #select activity,
 #enter description

@@ Line 200: / Line 200: @@
 === Add new milestone ===
 Click [[Image:4.3.ikonaUstvariMejnik.jpg]] to open a form.
@@ Line 207: / Line 208: @@
 #set '''end date'''.
 If milestone repeats, select frequency of repetition and end date of the repetition.
 == Meetings ==

@@ Line 189: / Line 189: @@
 *If a task has child task, than end date of parent task cannot be changed.
 *Task can be edited if you remove correlations first, edit tasks and re-attach correlations.
 == Milestones ==

@@ Line 171: / Line 171: @@
 === E-mail notifications on new and changed milestones, tasks  ===
 '''E-mail settings''' are set in general settings of the application
@@ Line 176: / Line 177: @@
 *'''automatic:''' sends e-mail to all participants on the task and to project manager
 *'''manual:''' new button is added '''SAVE AND NOTIFY''' - user can select who to sent notification. If you don't select and recipient, activity is saved and no e-mail is sent.
 == Task relations  ==

@@ Line 120: / Line 120: @@
 === Tasks and EU Projects ===
 Tasks on EU projects need to have set cost field. To plan project activities you need to put '''financial plan''' to 4PM first with '''planned personnel costs''' and cost fiels.
@@ Line 128: / Line 127: @@
 *select planned cost field
 *confirm [[Image:4.2.9.ikonaKljukcaZelena.jpg]]
 === Task progress ===

@@ Line 103: / Line 103: @@
 === Comments - collaboration ===
 Team communication and collaboration is by '''task comments''':
@@ Line 117: / Line 118: @@
 #*all task members
 #*project manager.
 === Tasks and EU Projects ===

@@ Line 29: / Line 29: @@
 === New phase ===
 #click icon [[Image:4.3.ikonaDodajFazo.jpg]] to open form.
 #enter '''phase name''' and '''abbreviation'''
@@ Line 34: / Line 35: @@
 #planned hours of work (optional)
 #planned start and end date
-and short description
+[[File:Phase_view.JPG|thumb]]
 *Each phase can have any number of '''sub-phases'''.[[Image:4.3.ikonaDodajFazo.jpg]]

@@ Line 9: / Line 9: @@
 == How to plan project schedule ==
+[[File:Project_task_milestone_tree.JPG|600px|thumb]]
 Project schedule (Gantt-chart) is made by the use of phases, tasks and milestones:
@@ Line 18: / Line 18: @@
 *Import and Export to Excel [[Image:4.3.ikonaIzvozInUvoz.jpg]]
 *click [[Image:4.3.ikonaDodaj(zelenKrogPlus).jpg]] to add child activity to phase.
 == Management of project phases  ==