# Common sections

Some sections are displayed on almost all screens in the detail area.

Those sections allows to set information or add information to an item of the element.

A view of ProjeQtOr’s global interface

Interface areas:

Description section

Search view item

Treatment section

Allocations section

Assignment section

Progress section

Sub-Project and Sub-Activity

Predecessor and Sucessor

Linked Elements section

Attachments section

Notes section

## Description section

This section allows to identify items of the element.

Allocation dialog box - Required field
Field | Description
--- | ---
Id | unique id of the element
Resource | Resource list.
Profile | Profile list.
Rate | Rate (in %) of the allocation to the project.
Start date | Start date of allocation.
End date | End date of allocation.
Description | Complete description of the allocation.
Closed | Flag to indicate that allocation in not active anymore, without deleting it.

## Search view item

Most of the fields available for each element offer the possibility of having a search view and an accelerator to access other elements.

These are the icons and

The GOTO icon allows you to access the page of the selected item.

You will then be redirected to this element with the detail of the latter displayed.

You can right click on the search icon, you will then have more search choices.

Right click on the search icon

L’icone vous permet de visualiser les détails de l’élément sélectionné parmi ceux existants dans un popup

L’icone vous permet de rechercher un élément parmi la liste des éléments sélectionnés

L’icône vous permet de créer un élément directement depuis n’importe quelle page

## Treatment section

This section contains information about item treatment.

Depending on the element, this section may have a different name.

Example of presentation for the processing section for projects

Treatment section for project

Field | Description
--- | ---
Status | Actual status of the project.
Health status | Manual tracking status
Quality level | Manual tracking status
Trend | Manual tracking status
Overall progress | Manual tracking status
Fix planning | Fix the planning prevents it from being calculated when planning your projects
Non extendable project | You can’t add, delete or move to/from a element to this project
Under construction | The project has not started. You’ll don’t receive the alerts and email concerning him.
Exclude from global plan | Do not display the “unplannable” elements of this project in the overall planning view. This means that only “standard” planning elements will be displayed, with the exception of actions, decisions, deliveries …
Handled | Box checked indicates the ticket is taken over
Done | Box checked indicates the ticket has been treated
Closed | Box checked indicates the ticket is archived

Treatment section for activity

Field | Description
--- | ---
Parent activity | Determines if the activity is the daughter of another activity.
Status | Actual status of the project.
Responsible | The person working on the ticket
Handled | Box checked indicates the ticket is taken over
Done | Box checked indicates the ticket has been treated
Closed | Box checked indicates the ticket is archived

Treatment section for tickets

Field | Description
--- | ---
Planning activity | Activity on which the load of ticket treatment was planned
Resolution | Whether the ticket has been resolved or not. Several statuses (customizable) are available
Is a regression | Indicates if the incident / bug designated by the ticket must be a regression
Accountable | Person for whom the ticket work is carried out
Responsible | The person working on the ticket
Criticality | Criticality for processing the ticket
Priority | Priority for processing the ticket
Due date | Due date for the resolution of the ticket
Work | Estimated charge for ticket processing, actual work performed on the ticket (decremented from the estimated) and remaining work on this ticket
Dispatch | Click on the button to distribute the load to one or more resources
Start work | Click the button to start the stopwatch and record the working time automatically. Please note, if you exit the ticket screen, the stopwatch stops running. If you work in hours, it takes about 4 minutes to display
Handled | Box checked indicates the ticket is taken over
Done | Box checked indicates the ticket has been treated
Closed | Box checked indicates the ticket is archived
Solved | Box checked indicates the ticket is solved
Cancelled | Box checked indicates the ticket is cancelled

## Allocations section

Allocation section

This section allows to manage resource allocation to projects.

Field | Description
--- | ---
Id | Unique Id for the allocation.
Resource | Name of the allocated resource.
Profile | Selected profile.
Start date | Start date of allocation.
End date | End date of allocation.
Rate | Allocation rate for the project (%).

Allocation list management

- Click on to create a new allocation.

- Click on to update an existing allocation.

- Click on to delete the corresponding allocation.

- Click on to replace resource on the corresponding allocation.

  (See: Replace resource on an allocation)

- The icon indicates that allocation to project is closed.

Note

Direct access to information

From project screen, click on the resource name to go directly to the selected resource.

From resource screen, click the project name to go directly to the selected project.

Allocation dialog box

Allocation dialog box - Required field
Field | Description
--- | ---
Project | Project list.
Resource | Resource list.
Profile | Profile list.
Rate | Rate (in %) of the allocation to the project.
Start date | Start date of allocation.
End date | End date of allocation.
Description | Complete description of the allocation.
Closed | Flag to indicate that allocation in not active anymore, without deleting it.

Fields Project & Resource

If the allocation is done on the screen «Projects», the field «resource» will be selectable.

If the allocation is done on the screens «Resources», «Contacts» or «Users», the field «project» will be selectable.

Field Resource

This field can contain a list of users, resources or contacts according to which screen comes from project allocation.

Field Profile

The user profile defined will be displayed first.

Field Rate

100% means a full time allocation.

Note

Depending on which screen is used to manage project allocations, the behavior of fields will change.

Replace resource on an allocation

- This feature allows to replace a resource by another.

- All tasks assigned to old resource will be transferred to the new resource with assigned and left work.

Note

Work done on tasks still belongs the old resource.

Replace allocation dialog box

Replace allocation dialog box - Required field
Field | Description
--- | ---
Resource | Resource list.
Capacity (FTE) | The capacity of the resource selected
Profile | Profile list.
Rate | Rate (in %) of the allocation to the project
Start date | Start date of allocation
End date | End date of allocation

Field Profile

The user profile defined will be displayed first.

Field Rate

100% means a full time allocation.

## Assignment section

This section allows to manage assignment of resources to tasks.

Assigning a resource to a task makes it possible to define its function on the latter and its daily cost, if defined during the creation of the resource.

Activity page with assigment

Warning

- Only resources allocated to a project can be assigned to its tasks.

- If real work exists for an assignment, it can not be deleted.

- Basic, if an actual job exists for an assignment, it cannot be deleted.

- Only a profile with the specific right “force deletions with real work” activated can delete an element with real work.

Assignment section

Fields of assignment list
Field | Description
--- | ---
Resource | Name of the resource assigned to the task.
Rate (%) | Rate planned for this resource to the task.
Assigned | The work initially planned for this resource to the task.
Real | Sum of work done by this resource to the task.
Left | Remaining work to this resource to complete the task.

- Click on to assign a new resource.

- Click on to assign an entire team to the activity

- Click on to assign an entire organization to the activity

- Click on to modify the assignment.

- Click on to delete the assignment.

- Click on to divide the assignment of a resource with a second resource into two equal parts

- Click on to go directly to the allocation sheet for this resource.

- Click on the name of the resource to access the detail of the latter on the resource screen.

Go to the timesheet

The button allows you to go to the timesheet of the selected resource with the line of the current element highlighted.

Resource’s timesheet with the element highlighted

You can have a goto button at the top of the assignments area if you are assigned to the item yourself.

The button is displayed if the logged in user is assigned.

Multiple assignment to a task

- A resource can be assigned more than once to a task. See the Assignment section illustration.

- Allows to assign the resource to the same task, but with a different function (different daily cost).

- Allows to add extra work without modifying initial assignment.

Incomplete planned work

- The scheduling process tries to schedule, the remaining work on the assigned task within the allocation to project period.

- The remaining work that can’t be planned is displayed on the right of the resource name.

Assignment section with incomplete planned work

Add a new assignment

Assignment dialog box

Fields - Assignment dialog box
Field | Description
--- | ---
Resource | Resource list.
Function | Function list.
Cost | Daily cost defined for the resource and its function.
Rate | The max rate (%) to schedule the resource on the task by day.
Assigned work | The work initially planned for this resource to the task.
Real work | Sum of work done by this resource to the task.
Left work | Remaining work to this resource to complete the task.
Reassessed work | The new total work planned to complete the task.
Comments | Any comment on the allocation.

Field Function

The main function defined for the resource is the default function selected.

Field Left work

    [Left work] = [Assigned Work] – [Real Work]

Project leaders can adjust this value to estimate the work needed to complete the task by the resource.

Field Reassessed work

    [Reassessed work] = [Real Work] + [Left Work]

Field Comments

When a comment exists, will appear on the assignment list, and on the description of the activity on the “real work allocation” screen.

Moving the mouse over the icon will display the comment.

### Recurrent mode assignment

When you use the RECURRENT planning mode, during the assignment, ProjeQtOr offers to distribute the workload of your resource on a weekly basis which will affect the entire duration of the project. The total charge will be calculated after validation.

Please note, this mode adds a significant workload depending on the duration of your project.

Recurring assignment

You can enter a different value for each day of the week.

The copy button is an accelerator to copy the value entered on Monday on all other days.

### Planned Interventions assignment

The assigned workload is no longer determined but will be entered on a calendar which can be clicked, per half-day.

See: Planned interventions assignment

> Display Manual planning calendar

> - Click on to add a new assignment.

> - To see the workload distribution table, select the resource and confirm. Then click on the edit button.

>   > - If the assignment already exists, click directly on the .

>   > - The calendar will then be displayed in the assignment window..

> - The display starts in the current month and spans the next six months.

> - Each box is divided into two half days. The assigned work is then automatically the sum of the selected half-days.

Assigment with the Manual planning mode

The workload saved in this window will be displayed to the planned interventions screen.

> Distribution of the workload for a new assignment

> - click on a box to enter a workload.

>   Depending on the global parameter, this workload will be either planned work or real work.

> - Each day is represented by two half-days (am and pm)

> - You can plan for the 6 months following the date of the assignment

> - The half-days filled in will be visible on the screen of planned interventions

> - Save this data with the save button

## Progress section

This section allows all at once, define planning and follow-up the progress.

All planning elements have a progress section.

Progress section

Description of the different sections is grouped by the planning elements that have common fields and behavior.

Progress data are displayed in the same format, but according to the planning element, fields can have another meaning or behavior.

Below is the definition of the different columns that make up the Progress section.

### Dates and duration

The dates and durations section allow you to record and display different time information on your element.

Validated

Validated dates are used for:

- Define the input parameters according to the selected planning mode - See: Planning mode

- Define the initial due dates as a reference in order to check any drifts in your project

- Set a deadline by which the work must be completed.

Planned

Planned dates can be defined with:

> Requested or validated dates

> The planned dates can be initialized with validated dates or requested dates (whether validated dates are not specified).

> Planning calculation

> The planned dates can be determined during the planning calculation.

> The planning calculation is done according to tasks assigned to resources and their predecessors.

> Note

> Planning mode “Fixed duration”

> The planned dates of tasks will be calculated depending on their predecessors and their specified duration.

> Warning

> Planned dates of parent element

> At parent element level, dates are adjusted with the first planned start date and the last planned end date from all sub-elements.

> The planned start date is adjusted to the real start date when work began.

Real

These are the dates of work actually carried out. The work actually charged

The real start date is set when work began (handled).

The real end date is set when no more remaining work (done).

Note

Real dates of parent element

The real start date will be propagated to parent elements up to project.

The real end date for parent element will be initialized, when all sub-element have been completed.

Requested

Allows you to define forecast dates. These are generally the dates agreed with your client or the beneficiary of your activity..

Duration

The durations correspond to the number of days between the start and end dates.

They are calculated automatically.

But you can also enter a start date and a number of days, the end date will be automatically calculated.

Delay display

If the dates entered in the validated dates are lower than the dates calculated by the software - the planned dates, then the planned end date box is red as well as the bar of the Gantt chart corresponding to the element.

This then reflects a possible delay.

The planned dates are greater than validated dates

### Costs and works

The cost of resources is calculated thanks to the workload allocated to each resource on the tasks.

You must fill in a function associated with a daily cost for your resources.

See: Function and cost on the resources screen

Validated

Allows to define scheduled work and budgeted cost of resources.

> Work

> This value is used for calculation of the expected progress and project margin (work).

> Cost

> This value is used for calculation of project margin (cost).

Note

Project

The values of work and cost can be initialized with the sum of total work and amount of all project orders.

See: Incomes

Assigned

Sum of planned work assigned to resources and estimated cost.

Real

Sum of work done by resources and cost incurred.

Left

Sum of estimated remaining work to complete tasks and ensuing costs.

Left work should be re-evaluated by resource while entering the real work on real work allocation screen.

Left work can also be changed on assignment, at project management level.

Reassessed

Sum of resource total work that will be needed from start to end and the ensuing costs.

>     [Reassessed] = [Real] + [Left]

Work on tickets

- Sum of work done on tickets and costs is included in work of activity linked through the “planning activity” of tickets.

- Sum of work done on tickets that don’t link to any activity will be integrated in the work of the project.

### Expense tracking

This section is used by Project.

See: Project reserve

Validated (Expense)

Allows to set the budgeted cost of project expenses.

This value is used for calculation of project margin (cost).

Assigned (Expense)

Project expenses planned.

Sum of “planned amount” for all expenses on project.

Real (Expense)

Project expenses committed.

Sum of “real amount” for all expenses on project.

Left (Expense)

Project expenses not committed yet.

Sum of “planned amount” for expenses for which “real amount” is not defined yet.

Reassessed (Expense)

Spending projections.

Sum of Real + Left

Left (Reserve)

Project reserve.

Note

Total columns

Total is the sum of resources cost, expenses and reserve of their corresponding column.

### Technical Progress

The Technical Progress section allows you to display an advancement in units of work.

Technical progress section

Warning

To display the technical progression section, which corresponds to an advancement in Unit of Work, you must position the option in the global parameters.

See: Global Parameters

The section technical progress is displayed on Project and Activity screen.

you determine the number of units of work to be performed on the tasks.

The progress and the rest will be consolidated towards the father project and / or the mother activity.

Number of units

As for the dates and durations, you can enter several values for the realization of your units of works.

> To delivred

> Number of units to be delivered.

> To realise

> Number of units to be produced.

> Realised

> Number of units actually produced.

> Progress

> For advancement in unit of work, you can choose the way so it will be evaluated.

> > Calculated

> > Progress is calculated by software.

> > Manual

> > You define yourself the progress of the realization of your units of works.

> Weight

> The weight defines a certain importance on the realization of these units.

> It determines how the calculation of the progress of the work units will be calculated and consolidated.

> > Manual

> > You enter a value manually according to the unit of work to be done.

> > Unity of work

> > It is the number of units to deliver or to realize.

### Steering

Progress

Percentage of actual progress.

Calculated by the sum of the work done divided by sum of work reassessed.

>     [Progress %] = [real work] / [reassessed work]

>     = [real work] / ( [real work] + [left work] )

Expected

Percentage of expected progress.

Calculated by the sum of the work done divided by scheduled work.

>     [Expected %] = [real work] / [validated work]

WBS

Hierarchical position in the global planning.

Color

You can set a color on an activity.

This color will be displayed on the bars of the Gantt chart.

Minimum threshold

When this value is set, the activity will only be scheduled on the day that the daily availability will be greater than or equal to this threshold.

You also have the option to add a new property to a “not splitted work” task.

This will require defining the minimum work to be allocated each day and thus filling in the minimum threshold field

Planning will require finding consecutive days with at least the given value possible.

Fix planning

Fix planning will avoid the recalculation of planning for an activity.

To fix the project see: Treatment section

#### Margin

> Margin (work)

> Used by Project.

> Calculated by the scheduled work minus the sum of work reassessed.

>     [Margin] = [Validated work] - [Reassessed work]

>     [Margin(%)] = ([Validated work] - [Reassessed work]) / [Validated work]

> Margin (cost)

> Calculated by the budgeted cost (resource & expense) minus the total of reassessed cost.

>     [Margin] = [Validated cost] - [Reassessed cost]

>     [Margin(%)] = ([Validated cost] - [Reassessed cost]) / [Validated cost]

#### Priority

> Allows to define priority to a project or activity.

> A project or an activity with a priority

> By default, the value is set to “500” (medium priority).

> 1 being the highest priority and 999 the lowest priority.

> See: Scheduling priority.

#### Planning mode

> Used by Activity & Test session.

> Depending on the planning mode selected, the calculation of your planning will not be executed in the same way.

> - See Concepts

> - See Planning modes

#### Ticket

Used by Activity.

Allows tracking of tickets attached to the activity throught the “planning activity” field of tickets.

Field | Description
--- | ---
Number | Number of tickets attached to the activity.
Estimated | Sum of estimated work for tickets attached to the activity.
Real | Sum of work done for tickets attached to the activity.
Left | Sum of remaining work for tickets attached to the activity.

Field Estimated

This field will be highlighted when the sum of estimated work on the tickets is higher than the planned work on the activity.

Field Left

This field will be highlighted when the sum of remaining work on the tickets is higher than the remaining planned work on the activity.

Show tickets attached

- Click on to show ticket list attached to the activity.

- Click on a ticket name to directly move to it.

## Progress section Milestone

This section allows to define planning and follow progress on a milestone.

Requested

Allows to define the initial due date for the milestone.

Have no impact on planning.

Validated

Allows to define the due date at which the milestone must be completed.

Planned

Defined according to the selected planning mode.

> Fixed milestone

> - Planned due date is the value from validated due date field.

> - The milestone will not move, and may have successors.

> Floating milestone

> - Calculation of planned due date takes into account dependencies with tasks.

> - The milestone will move depending on predecessors.

Real

Determined when the status of the milestone is “done”.

Planning mode

Fixed milestone

Floating milestone

Note

A milestone has no duration, so there are no start and end dates for a milestone, just a single date.

WBS

Hierarchical position of the milestone in the global planning.

Color

You can set a color on a milestone.

This color will be displayed on the bars of the Gantt chart.

## Progress section Meeting

This section allows to define priority and follow progress on a meeting.

> Validated

> Allows to define scheduled work and budgeted cost.

> Used to consolidate validated work and cost to the project.

> Assigned

> Sum of planned work assigned to attendees and the planned cost.

> Real

> Sum of work done by attendees and the cost.

> Left

> Sum of planned work remaining and the remaining amount.

> Color

> You can set a color on a meeting.

> This color will be displayed on the bars of the Gantt chart.

## Sub-Project and Sub-Activity

On the projects screen, this section allows you to display the sub-projects linked to the selected one.

Display of sub projects

In the same way, you can display on the activities screen, the sub-activities linked to the selected activity.

Display of sub activities

## Predecessor and Sucessor

This section allows to manage dependency link between planning elements.

A dependency can be created from the predecessor and/or successor planning element.

The dependency link can be created in the Gantt chart.

Click on the name of a predecessor or successor to go directly to the element.

See also

- Dependencies

- Milestones on the Gantt Chart View

Predecessor and Successor section

Predecessors and successors

- Click on on the corresponding section to add a dependency link.

- Click on to edit the dependency link.

- Click on to delete the corresponding dependency link.

Dialog box - Predecessor or Successor element

In the NAME field, icons are displayed to indicate the type of dependencies

End End dependency

End start dependency

End End dependency

Note

Recursive loops are controlled on saving.

Linked element list of values

By default, the list of values shows items of the same project.

But, it is possible to link items from different projects.

Click on to get the list of elements of all projects.

Multi-value selection

Multi-line selection is possible using `Control` key while clicking.

Delay (late)

Days between predecessor end and successor start.

highlighting the date

Highlighting the date that will most constrain the next activity

## Linked Elements section

This section allows to manage link between items of elements.

Used for

Allows to associate items on different elements in the same project.

A project can be linked with other.

Note

Access to an item

Click on an item name to directly move to it.

Click on to return to the last screen.

More detail, see: Top bar

Reciprocally interrelated

If Item A is linked to Item B, Item B is automatically linked to Item A.

Note

A link between items has no impact on them treatment.

Linked elements list

Fields of linked elements list
Field | Description
--- | ---
Element | Type and id of the linked element.
Name | Name of the linked element.
Date | Date of creation of the link.
User | User who created the link.
Status | Actual status of the linked element.

Linked elements list buttons

- Click on to create a new link.

- Click on to delete the corresponding link.

Add a link with element

Linked element list of values

By default, the list of values shows items of the same project. But, it is possible to link items from different projects.

Click on to get the list of elements of all projects.

Link with Document

When a link to a document is selected. The document version can be selected. (See options below) Linked documents are available directly in linked elements list.

> Specified version

> A link with a document element offer the possibility to select a specific version.

> A direct link to version of the document is created.

> Not specified version

> If the version is not specified, the last version will be selected.

> The download will transfer always the last version of the document.

## Attachments section

This section allows to attach files or hyperlinks to items of elements.

Document viewer available

- image

- text

- PDF

- Hyperlinks

Attachment section

Note

If you do not fill in the description then the exact name of the document will be displayed

see the ID#9 document in the table.

If the desciption field is filled then this text will be displayed

see the ID#11 document in the table

Fields of attachments list
Field | Description
--- | ---
Id | Unique Id for the attachment.
File | File name or hyperlink.
Date | Date of creation of the attachment.
User | User who created the attachment.

the attachment

Select an attachment depends on whether is a file or a hyperlink.

> - Click on to add an attachment file to an item. See: To upload a file

> - Click on to delete an attachment.

> - Click on to add hyperlink to an item.

> - Click on to download attachment file.

> - Click on to access to hyperlink.

To upload a file

Select file with “Browse” button or drop the file in “drop files here” area.

Attached files are stored on server side.

Attachments directory is defined in Global parameters screen.

You can select one or more files of different types with the CTRL shortcuts when the files are not consecutive or SHIFT for those that follow.

> Attachment for file

Hyperlink

Enter hyperlink in «Hyperlink» field.

> Attachment for hyperlink

Fields - Attachment dialog box
Field | Description
--- | ---
Description | Description of attachment.
Public | Attachment is visible to anyone.
Team | Attachment is visible to every member of the creator’s team.
Private | Attachment is visible only to the creator.

## Notes section

This section allows to add notes on items of elements.

Notes are comments, that can be shared to track some information or progress.

Predefined note

The list of values appears whether a predefined note exists for an element or an element type.

Selecting a predefined note will automatically fill in the note text field.

Predefined notes are defined in Predefined notes screen.

Note visibility

- Public: Visible to anyone.

- Team: Visible to every member of the creator’s team.

- Private: Visible only to the creator.

Notes list

Fields of notes list
Field | Description
--- | ---
Id | Unique Id for the note.
Note | Text of the note.
Date | Date of creation or modification of the note.
User | Name of the user who created the note.

Notes list buttons

- Click on to add a note to an item.

- Click on to edit the note.

- Click on to delete the note.

dialog box notes