# 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 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 V8.0 : Mains evolutions

Modules Management

Allows to activate or no the modules wich include a coherent group of features.

> - see: Module Management

Humans Resources Management

Allows to manage the society’s humans resources

> - see: Humans Resources (under construction)

Reminder of the latest evolutions from V7.2

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

> - See: Expenses and Incomes

Planning: Global planning can show any item on Gantt chart

> - See: Planning global

Ergonomics and interface: A new “Global View” screen that lists all the main project objects in the same list.

> - See: Global View

# 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
- Humans Resources
- 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

# 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.

- Graphical User Interface
- 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
- Document versioning
- Version management
- Nomenclature

# Ticket management

- Tickets
- Tickets dashboard

# Requirements & Tests

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

# Humans Resources

- Humans Resources
  - Regulated absence

# Financial

- Expenses
  - Budget
  - Call for tenders
  - Provider Tenders
  - Orders to provider
  - Terms of payments to providers
  - Provider bills
  - Payements to provider
  - Individual expense
  - Project expense
- Incomes
  - Client Quotation
  - Client Orders
  - Client billing terms
  - Client Bills
  - Activities prices
  - Financial Gallery
  - Catalog

# 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
- Calendars
- 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

- Acces Right

# 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
- Budget 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
- Special Fields

# Transverses Features

- Activity Stream
- Global view
- Chat

# Glossary

- Glossary