Best practices ?

sharky
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08 Dec 2020 16:11 #1 by sharky

Best practices ? was created by sharky

Hello,

For some time I started on ProjeQtOr.
Despite my reading and my tests, I have questions that remain open.
In any case, thank you already for the answers.

1. Template management
I created a project "Template" with all the necessary phases and activities.
My goal is to be able to duplicate it so that all stages are created. It will suffice to complete the missing information.

Is this the right scenario?
Or
would it be better to have a CSV that one imports for tasks?

How to exclude it from reports? must be closed ?
I have created filters for the display, but on reports, in case of several projects, it is included.

2. Project time hours vs days
In project management, it is difficult to choose between time and day. I cannot measure the impact of one of the choices. Especially in relation to the schedule of collaborators who are not 100% in projects, but do other day-to-day tasks.

3. timesheet
In my tests, I am the only user (admin) of the system. I created tasks that I assigned to (human) resources. How to seize time/day for them? I have no possibility of entering.
Maybe it's that the time has not passed yet?

Thank you
regards,
sharky

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babynus
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15 Dec 2020 12:30 #2 by babynus

Replied by babynus on topic Best practices ?

1. Template management

Yes, use template project is the best may, much better than CSV import.
You'll be able to copy the whole structure of the project, with different objects (activities, milestones, meetings).

2. Project time hours vs days

What is important is to clearly define convertion from hours to day (nb hours per day), as all work data are stores in days (and so converted in hours when needed)
For "not project activities", you can manage them as specific activities on dedicate project (that can be panned on a regular basis), or activities on administrative projects (that won(t be planned).
You can also play with capacity of resources to avoid planning fulle days for them.

3. timesheet

As admin you should be able to enter real work for others.
Resource must be "assigned" to activities to enter real work.

Babynus
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sharky
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15 Dec 2020 13:20 - 15 Dec 2020 13:21 #3 by sharky

Replied by sharky on topic Best practices ?

Hi,

Thank you for your answers.

1. Template management

The problem with the template is that it is counted in the reports. As reports have a time factor. It is likely that over time the template will no longer appear.

2. Project time hours vs days

it is unfortunate that the half day (0.5) cannot be entered. that would be a plus. I saw that there was an open ticket on the subject.

3. timesheet

In this case it is resolved, I had not understood the difference between responsible and assigned. If there is no assigned person, there is no time to enter. Responsibility alone is not enough.

In all cases we wait for the 9
Thank you

Last edit: 15 Dec 2020 13:21 by sharky.

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babynus
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15 Dec 2020 16:47 #4 by babynus

Replied by babynus on topic Best practices ?

1. Template management
The problem with the template is that it is counted in the reports. As reports have a time factor. It is likely that over time the template will no longer appear.

I don't understand the issue...
Template is just a project, not linked to reports or time frame.

2. Project time hours vs days
it is unfortunate that the half day (0.5) cannot be entered. that would be a plus. I saw that there was an open ticket on the subject.

Of course you can enter haf day (0,5) or 0,1 or 0,25...
I way just dealing with unit : days or hours. But whatever the unit, you can enter precision with 2 decimals : 0,25 day, 2,5 hours, ...

Babynus
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sharky
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15 Dec 2020 20:27 - 15 Dec 2020 20:30 #5 by sharky

Replied by sharky on topic Best practices ?

Hi,

1. Template management

If I want a GANTT report with all the projects. I cannot exclude it from the report. I did not find out how.
The idea would be via the date and put the project in 1900

2. Project time hours vs days

In some field I can't. it is surely that it is not possible in this place

But I think I understood my mistake

Thank you

Last edit: 15 Dec 2020 20:30 by sharky.

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jmmbb
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31 Dec 2020 09:14 #6 by jmmbb

Replied by jmmbb on topic Best practices ?

Hello,

it seem that you're in french, so enter decimal with , and not .
So, 0,5 will work...

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