To start implementation, the default settings should be fine.
You will then have to configure environmental parameters:
Customers |
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Contacts
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They are the people with whom you are in contact within the client entities. |
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Resources |
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They are the people who will work on tasks that you define. By checking "is a user", the resource can connect to the application.
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Users
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They are the people who can connect to the application. You must define their profile, which will determine the access rights of the user. |
Then we enter into the heart of the matter:
Projets |
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Affectations |
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Activities |
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Milestones |
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The milestones indicate the key dates of the project. |
From there, we will be able to plan the project:
Planning |
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You can then start to calculate the planning that takes into account the availability of resources and all other constraints. |
Finally, resources can enter their progress and time spent:
Real work allocation
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The resources enter time spent on "real work allocation" screen, day by day and per activity. The re-estimate of the "left work" allows to update the planning with the actual progress. |
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Tickets
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Tickets can track all not planable events: support requests, incidents, defects ... |
Those are the main features of ProjeQtOr.
When you'll get familiar with them, you can discover the (many) other modules to cover the full scope of project management.