# 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 V8.1 : Mains evolutions

SSO connection through SAML 2

Single sign-on: SSO is a method that allows a user to access multiple computer applications (or websites) by performing only one authentication..

> - see: Single Sign On SAML2

Surbooking

Allows you to add extra work time on the standard capabilities of your resources to plan more projects that you will not process

> - see: Managment of surbooking periods

Reminder of the latest evolutions from V8.0

Financial: finalization of the expenditure part to put it at the same level as the incomes

> - See: Expenses and Incomes

Humans Resources: Allows to manage the society’s humans resources

> - See: Humans Resources

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

> - See: Module Management

# 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.

- Features

# 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
- Contexts

# 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
- Global View
- 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 directories
- Document versioning
- Version management
- Nomenclature

# Ticket management

- Tickets
- Tickets dashboard

# Requirements & Tests

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

# Financial

- Expenses
  - Budget
  - Call for tenders
  - Provider Tenders
  - Orders to provider
  - Terms of payments to providers
  - Provider bills
  - Payements to provider
  - Individual expenses
  - 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

- Users
- Resources
- Pool of Resources
- Teams
- Calendars
- Customers
- Contacts
- Providers
- Recipients

# Tools

- Tools

# Controls & Automation

- Control Automation

# Access rights

- Access Rights

# Lists of values

- Lis of Values

# Lists of types

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

- List of Types

# Plug-ins

- Plug-ins management

# Organizations

- Organizations

# Administration

- Administration Console
- Global Parameters
- Special Fields

# Transverses Features

- Activity Stream
- Global view
- Chat

# Humans Resources

- Humans Resources

# Glossary

- Glossary