.. include:: ImageReplacement.txt

.. raw:: latex

    \newpage
    
    
    
.. title:: Features


.. index:: Start guide

.. _start_guide: 

Start guide
***********

* Start page for new installations to assist the administrator in the first configuration steps.
* A progress display allows to determine the percent of complete installation. |one|
* You can hide this section on startup, just unchecked. |two|
* To show it again, select it as the start page in :ref:`users parameters<graphic-interface-behavior-section>` screen or :ref:`session menu<menu-session>` 

  
.. figure:: /images/GUI/TODAY_SCR_StartGuide.png
   :alt: Section - Start guide 
   :align: center   
   
   Start guide v9
   
   
   
   

.. index:: Planning management

.. _planning_management:

Planning management
*******************

ProjeQtOr provides all the elements needed to build a planning from workload, constraints between tasks and resources availability.

.. topic:: **Multiple Access** 

   Users can edit the same item (if they have the right) at the same time, without disturbing each other, as long as they don't edit and save exactly the same field and at the exact same time.

.. index:: Planning management (Project)

.. rubric:: Project

The project is the main element of ProjeQtOr. it is a planning element. See: :ref:`Project<planningelem_project>` 

It is also the highest level of visibility and definition of access rights based on profiles.

You can define profiles, some have visibility on all projects, others only on the projects they are assigned to.

You can also define sub-projects of a project and sub-project of sub-projects without limit to this hierarchical organization.

This allows for example to define projects that are not real projects, but just a definition of the structure for your organization.

Projects and sub-projects appear on the :ref:`Gantt Planning view<Planning>`.




.. index:: Planning management (Activity)
 
.. rubric:: Activity
 
An activity is a task that must be planned, or includes other activities. It is a planning element. See::ref:`Activity<activity>`

This is usually a task that has a certain duration and should be assigned to one or more resources.

Activities appear on the :ref:`Gantt Planning view<Planning>`.







.. index:: Planning management (Milestone)

.. rubric:: Milestones
 
A milestone is an event or a key date of the project.

Milestones are commonly used to track delivery dates or force a start date of activity.

They can also be used to highlight the transition from one phase to the next one.

Unlike activities , milestones have no duration and no work.

But on Projeqtor, you can specify deadlines (positive or negative) to apply to your milestones 

See: :ref:`Milestones<milestonesgantt>`






.. index:: Planning management (Resource)

.. rubric:: Resources
 
Resources can be assigned to activities. See::ref:`Resource`

This means that some work is defined on this activity for the resource.

Only the resources allocated to the project of the activity can be assigned to the activity.





.. index:: Planning management (Real work allocation) 

.. rubric:: Real work allocation
 
Resources enter their time spent on the Real work allocation screen in their :ref:`timesheet<timesheet>`.

This allows for a real-time monitoring of work.

Moreover, updating the left work allows to recalculate the planning taking into account the actual progress on each task.






.. index:: Planning management (Planning)

.. rubric:: Planning
 
The planning is based on all the constraints defined:

   * left work on each activity
   
   * availability of resources
   
   * rate of resource allocation to projects. 
     
     See: :ref:`allocation-section` and :ref:`Allocation rate<allocationrate>`

   * assignment rate of resources to activities. 
   
     See: :ref:`assignment-section` and :ref:`Assignments rate<assignmentrate>`
   
   * planning mode for each activity (as soon as possible, fixed duration, ... ). 
   
     See::ref:`Planning modes<planningmodeGantt>`
   
   * dependencies between activities. 
   
     See: :ref:`Dependencies<dependencylinks>`
   
   * priorities of activities and projects. 
   
     See: :ref:`Priority<Priority>` and :ref:`Planning priority<scheduling-priority>` 

   * The planning is displayed as a :ref:`Gantt chart<Planning>`.




.. index:: Planning management (Project portfolio)

.. rubric:: Project Portfolio
 
The planning can also be viewed as a :ref:`project portfolio<project-portfolio>`, which is a Gantt planning view restricted to one line per project, plus optionally selected milestones.

.. index:: Planning management (Global Planning)

.. rubric:: Global Planning
 
The :ref:`Global Planning<Gantt_chart>` allows you to display many more elements on the gantt chart in addition to the usual projects, activities, and milestones.

In this diagram view, you can view decisions, test sessions, deliveries, risks, tickets or opportunities ... 

All of which can be linked to an activity or any other element of the diagram. 

.. index:: Planning management (Resource planning)

.. rubric:: Resource Planning
 
You can display the planning for each :ref:`resource<resource>`, but also by :ref:`teams<team>`, by :ref:`pool of resources<pool>` or you can display all the resources whatever their :ref:`assignments<assignment-section>`.

.. topic:: **More details**

   * :ref:`planning_element`
   * :ref:`Gantt_chart`
   * :ref:`resource-planning`
   









.. index:: Resource management

Resource management
*******************

ProjeQtOr manages the availability of resources that can be allocated to multiple projects. Tool calculates a reliable, optimized and realistic planning.

.. index:: Resource management (Resource)
.. rubric:: Resources

A :ref:`resource<resource>` can be a person working on the activities of one or more projects. Or material assigned to a particular task.

A resource can also be a group of persons for which you do not want to manage individual detail. See: :ref:`Teams<team>` and :ref:`Pool of resources<pool>`

You can manage this through the capacity of the resource, :ref:`FTE<fte>`, that can be greater than 1 (for a group of people for example) or less than 1 (for a person working part-time).

.. index:: Resource management (Allocation)
.. rubric:: Allocations
 
The first step is to allocate each resource to the projects on which it has to work.

Specifying the :ref:`allocation rate<allocationrate>` (% of maximum weekly time spent on this project) 

Where again the periods during which it will be planned on these projects.

.. index:: Resource management (Assignment)
.. rubric:: Assignments
 
Then you can assign resources to project activities.

You fill in the workload you assigned to the resource.

Only the resources allocated to the project of the activity can be assigned to the activity.

See: :ref:`Assignments<assignment-section>`

.. index:: Resource management (Calendar)
.. rubric:: Calendars
 
To manage working and non-working days, for resources with reduced working hours or with a different rhythm from the French calendar, 
for days off or public holidays, you have configurable calendars.

You can create multiple calendars to manage different types of availability.

* you can create a '80% 'calendar with every Wednesday closing day, for example.

* you can manage separate vacations when working with international teams.

* A calendar is assigned to each resource.

.. topic:: **more details**

   * :ref:`Calendars<calendars>` 
   

.. index:: Resource management (Real work allocation)
.. rubric:: Real work allocation
 
Resources enter their time spent on the :ref:`Timesheet screen<timesheet>`. This allows for a real-time monitoring of work.

The planning recalculation takes into account the left work and makes it possible to take into account the actual progress on each task.
   










.. index:: Tickets management

Tickets management
******************

ProjeQtOr offers a Ticketing environment. 

With its bug tracking to monitor incidents on your projects, you with the ability to include work on planned tasks of your projects.

.. index:: Tickets management (Ticket)
.. rubric:: Ticket

A Ticket is an intervention that does not need to be planned or that cannot be planned.

It is generally a short task, whose granularity, too small, cannot correspond to an activity and whose progress you want to follow to describe and provide a result.

For example, bug fixes or issues can be handled through tickets. You cannot plan bugs until they are identified and logged, and you must be able to provide a solution to a bug (workaround or workaround).

* Ticket management allows you to program :ref:`delays<delay-for-ticket>` according to the type of ticket

* As on an activity it is possible to estimate the workload.

* You can assign a :term:`coordinator` and/or a manager.

* It is possible :ref:`to attach external documents<attachment-section>`, :ref:`to link other elements<linkelement-section>`, to leave :ref:`notes<note-section>`...





.. index:: Tickets management (Ticket simple)

.. rubric:: Simple tickets

Simple tickets are just simplified representations of Tickets for users that will "create" tickets but not "treat" them.
 
Elements created as simple tickets are also visible as Tickets, and vice versa.

.. topic:: **more details**

   * :ref:`ticket`
   * :ref:`ticket-dashboard`








.. index:: Costs management

Costs management
****************

Costs can be tracked on projects. From resources, activities, assigned work, and other management expenses, all project costs are tracked, consolidated, and can generate invoices.


.. index:: Costs management (Project)
.. rubric:: Projects

The Project is the main entity of ProjeQtOr.

In addition to tracking work on projects, ProjeQtOr can track the costs associated with this work.

.. index:: Costs management (Activity)
.. rubric:: Activities
 
An Activity is a task that must be planned, or includes other activities.

Work assigned to resources on activities is converted into associated costs.

See: :ref:`Activity price<activity-price>`

.. index:: Costs management (Resource cost)
.. rubric:: Resource cost
 
To calculate the cost of expenses ProjeQtOr defines the Resources cost.

This cost may vary depending on the role of the resource and may change over time.

See::ref:`Functions and cost<function-cost-resource>`

.. index:: Costs management (Project expense)
.. rubric:: Project expenses
 
Projects expenses can also record expenses not related to resource costs (purchase , lease, sub-contracting).

See: :ref:`Project expenses<project-expense>`

.. index:: Costs management (Individual expense)
.. rubric:: Individual expenses
 
Individual expenses can record expenses generated by a given resource.

See: :ref:`Individual expenses<individual-expense>`








.. index:: Costs management (Quote)
.. index:: Costs management (Order)
.. index:: Costs management (Term)
.. index:: Costs management (Bill)

.. rubric:: Quote, Orders, Term, Bill
 
ProjeQtOr can manage various financial elements found on a project: 

 * Quotation (proposals), 
 * Orders (received from customers), 
 * Invoicing Terms,
 * Bills.

.. topic:: **more details**

   * :ref:`Expenses`
   * :ref:`Incomes`
   * :ref:`bill`
   * :ref:`financial-gallery`










.. index:: Quality management

Quality management
******************

The specificity of ProjeQtOr  is that it is Quality Oriented : it integrates the best practices that can help you meet the quality requirements on your projects.

This way, the approval stage of your Quality Systems are eased, whatever the reference (ISO, CMMI, ...).

.. index:: Quality management (Workflow)
.. rubric:: Workflows

Workflows are defined to monitor changes of possible status.

This allows, among other things, to restrict certain profiles from changing some status.

You can, for instance, limit the change to a validation status to a given profile, to ensure that only an authorized user will perform this validation.

See: :ref:`workflow`





.. index:: Quality management (Ticket delay)
.. rubric:: Delays for tickets
 
You can set delays for tickets or on ticket types. This will automatically calculate the expiry date of the Ticket when creating the Ticket.

The supported and closing time of the ticket can be defined and calculated for statistical purposes.

See: :ref:`Delay for tickets<delay-for-ticket>`





.. index:: Quality management (Indicator and alert)
.. rubric:: Indicators
 
Indicators can be calculated relative to respect of expected work, end date or cost values.

Some indicators are configured by default, and you can configure your own depending on your needs.

Non respect of indicators (or the approach of non-respect target) can generate Alerts.

See: :ref:`indicator`



 

.. index:: Quality management (Checklist)
.. rubric:: Checklists
 
It is possible to define custom Checklists that will allow, for instance, to ensure that a process is applied.

See: :ref:`Checklist<checklist-definition>`






.. index:: Quality management (Report)
.. rubric:: Reports
 
Many Reports are available to track activity on projects, some displayed as graphs.

See: :ref:`report`




.. rubric:: All is traced
 
All your manipulations, modifications, recordings are traced. Nothing is drawn at random.

You can follow, in a centralized and collaborative way, all the elements created: list of questions and answers, recording decisions affecting the project, managing the configuration of documents, follow-up meetings ...

In addition, all updates are tracked on each item to retain (and display) a history of the item's life.

.. topic:: **more details**

   * :ref:`Control and automation<control_automation>`
   * :ref:`report`
   * :ref:`Activity stream<activity-stream>`
   * :ref:`history`








.. index:: Risks management

Risks management
****************

ProjeQtOr  includes a comprehensive risks and opportunities management, including the action plan necessary to mitigate or treat them and monitoring occurring problems.

.. index:: Risks management (Risk)
.. rubric:: Risks

A Risk is a threat or event that could have a negative impact on the project, which can be neutralized, or at least minimize, by predefined actions.

The risk management plan is a key point of the project management. Its objective is to :

* identify hazards and measure their impact on the project and their probability of occurrence,
* identify avoidance measures (contingency) and mitigation in case of occurrence (mitigation),
* identify opportunities,
* monitor the actions of risks contingency and mitigation,
* identify risks that eventually do happen (so they become issues).

.. index:: Risks management (Opportunity)
.. rubric:: Opportunities
 
An Opportunity can be seen as a positive risk. This is not a threat but an opportunity to have a positive impact on the project.

They must be identified and followed-up not to be missed out.

.. index:: Risks management (Issue)
.. rubric:: Issues
 
Issue is a risk that happens during the project.

If the risk management plan has been properly managed, the issue should be an identified and qualified risk.

.. index:: Risks management (Action)
.. rubric:: Actions
 
Actions shall be defined to avoid risks, not miss the opportunities and solve issues.

It is also appropriate to provide mitigation actions for identified risks that did not occur yet.

.. topic:: **More details**

   * :ref:`risk`
   
   
.. raw:: latex

    \newpage

.. index:: Perimeter management

Perimeter management
********************

ProjeQtOr allows you to monitor and record all events on your projects and helps you in managing of deviations, to control the perimeter of projects.

.. index:: Perimeter management (Meeting)
.. rubric:: Meetings

Follow-up and organize Meetings, track associated action plans, decisions and easily find this information afterwards.

.. index:: Perimeter management (Periodic meeting)
.. rubric:: Periodic meetings

You can also create Periodic meetings, which are regularly recurring meetings (steering committees, weekly progress meetings, ... )

.. index:: Perimeter management (Decision)
.. rubric:: Decisions
 
Decisions follow-up allows you to easily retrieve the information about the origin of a decision :

• who has taken a particular decision ?
• when?
• during which meeting ?
• who was present at this meeting?

Not revolutionary, this feature can save you many hours of research in case of dispute .

.. index:: Perimeter management (Question)
.. rubric:: Questions
 
Tracking Questions / Answers can also simplify your life on such exchanges, which often end up as a game of Ping - Pong with a poor Excel sheet in the role of the ball (when it is not a simple email exchange... ).

.. index:: Perimeter management (Product & Version)
.. rubric:: Product and Version

ProjeQtOr includes Product management and Product Versions.

Each version can be connected to one or more projects.

This allows you to link your activities to target version.

This also allows to know, in the case of Bug Tracking, the version on which a problem is identified and the version on which it is (or will be) fixed.

.. topic:: **More details**

   * :ref:`concept<concept_meeting>`
   * :ref:`common-sections<progress-section-meeting>`
   * :ref:`type-restriction-section<meeting-type>`
   * :ref:`meeting`







.. index:: Document management

Documents management
********************
 
ProjeQtOr offers integrated Document Management.

This tool is simple and efficient to manage your project and product documents.

ProjeQtOr support only digital document. 

A document will be stored in the tool as versions.

Document can be versioning and an approver process can be defined.

.. rubric:: Directories structure management

* Allows to define a structure for document storage.
* Directories structure is defined in document directory screen.

.. rubric:: Document management
  
* Document screen allows to manage documents.

.. rubric:: Document access

* Global definition of directories is directly displayed in the document menu, to give direct access to documents depending on the defined structure.

.. topic:: **More details**

   * :ref:`document`
   * :ref:`secondarymenu-docs`
   * :ref:`document-directory`



.. raw:: latex

    \newpage

.. index:: Commitments management

Commitments management
**********************

ProjeQtOr  allows you to follow the requirements on your projects and measure at any time coverage progress, making it easy to reach your commitments.

In addition to the standard functionalities to manage your projects and monitor costs and delays, ProjeQtOr  provides elements to monitor commitments on products.

By linking these three elements, you can obtain a requirements covering matrix, simply, efficiently and in real time.

.. index:: Commitments management (Requirement)
.. rubric:: Requirements

Requirements management  helps in describing requirements explicitly and quantitatively monitor progress in building a product. 

.. index:: Commitments management (Test case)
.. rubric:: Test cases
 
The definition of Test cases is used to describe how you will test that a given requirement is met. 

.. index:: Commitments management (Test session)
.. rubric:: Test sessions
 
Test sessions group test cases to be executed for a particular purpose.

.. topic:: **More details**

   * :ref:`requirement`
   * :ref:`requirements-dashboard`   
   
   
   
   
   
   
   

.. raw:: latex

    \newpage

.. index:: Asset Management

.. title:: Asset Management

.. _asset-management-feature:

Asset Management
****************

ProjeQtor includes IT asset management. The park is made up of equipment and each of these equipment may contain other equipment and will have a type of equipment.


.. rubric:: Licenses

The concept of license will be managed in the form of equipment, by defining license type equipment, which is linked to software type equipment.

This method makes it possible to define a stock of purchased licenses and to assign them progressively to the equipment on which they are installed.


.. rubric:: Equipment

This feature allows you to manage equipment types, categories, brands and models of equipment.

But also the suppliers and the locations of this equipment.


.. topic:: **More details**

   * :ref:`module-management`
   * :ref:`requirements-dashboard`   




.. index:: Humans Resources

.. title:: Humans Resources

.. raw:: latex

    \newpage

.. _Feature_HumansResources:

Humans Resources
****************

This section allows to manage the society's Humans Resources 
This system comes in addition to the standards of the management of absences

* You can define the employees, contract types, the contract for the employees
* You can choose the leave entitlement standard for each type of contract
* The employee may reserve periods of leave of absence according to his rights.
* The system also includes a validation process of the requests during the leave period.

.. rubric:: Humans Resources Sections

* Leaves Calendar
* Leaves Period
* Leaves rights earned
* Employees
* Employment Contract
* Employee Managers
* Leaves Dashboard
* Regulated leaves parameters


.. index:: Human Resources (variable capacity)

.. rubric:: Variable capacity
   
* The resources may have a capacity that varies over time. 
* This allows you to reserve and enter additional time (for periods of overtime) 
* or less than the standard capacity (for some periods of 'rest


.. topic:: **More details**

   * :ref:`humans resources<human-resources>`



.. index:: Tools

Tools
*****

ProjeQtOr includes some tools to generate alerts, automatically send emails on chosen events, import or export data in various formats.

.. index:: Tools (Import)
.. rubric:: Imports

ProjeQtOr includes an import feature for almost all elements of project management, from CSV or XLSX files.

.. index:: Tools (CSV & PDF export)
.. rubric:: CSV and PDF exports 
 
All lists of items can be printed and exported to CSV and PDF format.

The details of each item can be printed or exported in PDF format.

.. index:: Tools (MS-Project export)
.. rubric:: MS-Project export
 
The Gantt planning can be exported to MS-Project format (XML).

.. index:: Tools (Alert)
.. rubric:: Alerts
 
Internal alerts can be generated automatically based on defined events.

.. index:: Tools (Email)
.. rubric:: Emails
 
These alerts can also be dispatched as emails.

It is also possible to manually send emails from the application, attaching the details of an item.

It is also possible to retrieve answers to this type of email to save the message in the notes of the relevant item.

.. index:: Tools (Administration)
.. rubric:: Administration
 
ProjeQtOr provides administrative features to manage connections, send special alerts and manage background tasks treatments.

.. index:: Tools (CRON)
.. rubric:: CRON

Moreover, the tool features its own CRON system, independent of the operating system and able to handle the PHP stop and restart.

.. topic:: **More details**

   * :ref:`toolspage`
   * :ref:`Administration<admin-console>`
   
