# Welcome

ProjeQtOr is a Quality based Project Organizer, as a web application.

ProjeQtOr focuses on IT Projects, but is also compatible with all kinds of Projects.

Its purpose is to propose a unique tool to gather all the information about the projects.

The fact is that many Project Management softwares just focus on planning. But it is a much too restrictive point of view. Of course, planning is an important activity of Project Management and is one of the keys to Project success, but it is not the only one.

Project Managers need to foresee all what can happen, measure risks, build an action plan and mitigation plan.

It is also important to track and keep traces of all what is happening to the Project : incidents, bugs , change requests, support requests, …

In this objective, ProjeQtOr gives visibility at all levels of Project Management.

At lower level, the Project follow-up consists in gathering all information, and maintain it up to date. This involves all the operational teams.

At upper level, Project Steering uses the follow-up data to take the decisions and build the action plan. This allows to bring the adjustments needed to target on the objectives of the project.

The goal of ProjeQtOr is to be Project Management Method independent. Whatever your choice of the method, you can use ProjeQtOr.

# What’s New in this user guide version?

This section summarizes significant changes made in the user guide document for this version.

To see complete list of changes made to software, visit the ProjeQtOr web site.

Current version is V7.2

Main evolutions .. rubric:: Expenses

Extension of the Expenses part to put it at the same level as the Recipes

> - See: Expenses (still under construction)

Planning

Global planning can show any item on Gantt chart

> - See: Global planning

Ergonomics and interface

A new “Global List” screen that lists all the main project objects in the same list.The “Global List” view allows you to search among all the types of elements available in a single query

> - See: Global list

Prévious version was V7.1

Planning

- Managements of pool of resource

A pool is a resource that contains several resources and can therefore be allocated to projects and assigned to activities. The pool has a capacity deducted from the resources that are assigned to it. It is planned taking into account the individual assignment of each resource. Conversely, each resource is assigned taking into account its participation in resource pools. A resource assigned to a pool can automatically enter real work on activities assigned to the pool.

> - See: Pool of Resources

- Filter on the planning

Possibility to filter the activities to be displayed on the Gantt Planning view. The “parents” of the selected activities are also displayed to maintain the WBS structure.

> - See: Planning global

Steering

Add dates on incomings, deliverables and deliveries to follow dates : initial, planned, real, validation

Requirements and tests

Add new Requirements dashboard, similar to existing Ticket Dashboard

> - See: Requirements dashboard

Configuration management (Products et Versions)

Possibility to define component types and component versions that will only be used for definition of structure (not for Version Planning or Tickets)

Controls et Automation

On workflows, view the list of types that use this workflow

> - See: Workflows

Define a project to be assigned by default to new users coming from LDAP

> - See: Global parameters

Miscellaneous

Management of multiple customers.

Define the default copy class.

Reports

New report “Customer impacted by tickets” for a given product or a given product version

Technical

Display external libraries (and their version) on the pop-up “About”

Prévious version was V7.0

Activity Stream.

- Activity Stream

> - Display of notes on right part of screen.
> - Possibility to quickly add note, in chat like mode.
> - See: Activity Stream

Configuration Management.

- Versions planning
  - New screen “version planning” to display versions in a Gantt chart according to their delivery dates.
  - See: Versions planning

Review logs.

- Deliverys
  - Added list of deliverables integrated in delivery.
  - Automatic dispatch of delivery status to deliverables.
  - See: Deliveries

List of values.

- Consolidation of status changes.
  - See: Status

Notification system.

- To generate notifications manually or according to some very “powerful” rules (defined as “where” clauses) * See: ControlAutomation

# Features

ProjeQtOr is a “Quality based Project Organizer”.

It is particularly well suited to IT projects, but can manage any type of project.

It offers all the features needed to different Project Management actors under a unique collaborative interface.

- Planning management
- Resource management
- Tickets management
- Costs management
- Quality management
- Risks management
- Perimeter management
- Documents management
- Commitments management
- Tools

# Concepts

This chapter defines the concepts of ProjeQtOr.

They can be referred in the following chapters.

- Project
- Organization
- Product
- Planning
- ProjeQtOr roles
- Profiles definition
- Stakeholder definition
- Allocation to project
- Assignment
- Resource function and cost
- Resource calendar
- Photo

# Graphical user interface

ProjeQtOr provides a very rich user interface.

It may be frightening at first glance because of the very numerous elements it provides, but once you’ll get familiar to the structure of the interface you’ll discover that it is quite simple as all screens have the same frames and sections always have simular structure and position.

- Global view
- Internal alert
- Themes
- Multilingual
- Keyboard functionality
- Common sections
- User parameters

# Planning and Follow-up

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

The main activity of Project Leader is to measure progress, analyse situation and take decisions. In order to ease his work, ProjeQtOr provides several reporting tools, from the well know Gantt chart, to many reports.

- Planning elements
- Gantt charts
- Today (Dashboard)
- Diary
- Reports

# Real work allocation

As ProjeQtOr implements Effort Driven planning (work drives planning calcuation), one of the key to manage project progress is to enter the real work and re-estimate left work for all ongoing tasks.

ProjeQtOr provides a dedicate screen for this feature, to ease this input so that entering real work is as quick as possible.

- Real work allocation

# Document management

ProjeQtOr integrates an easy to use Document Management feature.

- Documents

# Ticket management

- Tickets
- Tickets dashboard

# Requirements & Tests

- Requirements
- Test cases
- Test sessions
- Summary of test cases section
- Requirements dashboard

# Financial

- Expenses (under construction)
- Quotations
- Orders
- Bills
- Terms
- Activities prices
- Payments
- Catalog
- Financial Gallery

# Configuration Management

- Configuration Management

# Risk & Issue Management

- Risks
- Opportunities
- Criticality value calculation
- Issues
- Actions

# Review logs

- Meetings
- Decisions
- Questions
- Deliverables
- Incomings
- Deliveries

# Environmental parameters

- Allocations
- Users
- Resources
- Pool of Resources
- Teams
- Calendar
- Customers
- Contacts
- Providers
- Recipients
- Contexts
- Document directories

# Tools

- Emails sent
- Alerts
- Messages
- Import data
- Automatic import

# Controls & Automation

- Workflows
- Email Templates
- Mails on event
- Delays for tickets
- Indicators
- Predefined notes
- Checklists
- Receivers list
- KPI definitions
- JobList
- Notification system

# Access rights

- Profiles
- Access modes
- Access to forms
- Access to reports
- Access to data (project dependant)
- Access to data (not project dependant)
- Specific access
- Translatable name

# Lists of values

- Functions
- Status
- Resolutions
- Quality levels
- Health status
- Overall progress
- Trends
- Likelihoods
- Criticalities
- Severities
- Urgencies
- Priorities
- Risk levels
- Feasibilities
- Efficiencies
- Payment deadlines
- Payment methods
- Delivery modes
- Measure units
- Tender status
- Categories of project
- Incoming weights
- Deliverable weights
- Incoming status
- Deliverable status
- Languages

# Lists of types

Every element is linked to a type, defining some mandatory data or other GUI behavior.

- Types restrictions
- Projects types
- Tickets types
- Activities types
- Milestones types
- Quotations types
- Orders types
- Individual expenses types
- Project expenses types
- Expenses details types
- Bills types
- Payments types
- Risks types
- Opportunities types
- Actions types
- Issues types
- Meetings types
- Decisions types
- Questions types
- Messages types
- Documents types
- Contexts types
- Requirements types
- Test cases types
- Test sessions types
- Customers types
- Providers types
- Products types
- Components types
- Behavior section

# Plug-ins

- Plug-ins management

# Organizations

- Organizations

# Administration

- Administration console
- Audit connections
- Global parameters

# Activity Stream

- Activity Stream
- Chat

# Glossary

- Glossary