ProjeQtOr is an open source project management software that combines in one tool all the functionalities needed to organize your projects. It is simple, easy to use and covers a maximum of project management features. Its particularity, in addition to its completeness, is to be oriented towards quality. This means you can record all the events of your projects and thus simplify compliance with leading standards in quality management, be they ISO, CMMI, ITIL or other.

# What’s new in version 9.5 ?

Find in this manual, every 3 months, the latest features integrated into ProjeQtOr.

We offer you a small overview of the major developments and you will find the full list of developments covered in the update here.

Management of Tokens on Tickets

Define tokens and select them on tickets

Track tokens ordered, used, and left

Tokens on ticket

Imrovments on Work Unit Calatogue

Use same catalogue on several projects

Use work units witout visibility to costs

Work unit management

Improvement on Notifications display

Allow notifications on the web browser

Notifications uses OS notifications

Notifications on event

Dynamic assignment of Project Team

Assign the whole project team in one click

Add an allocation creates the assignment

Automatic assignment

Synchronize Ticket with Activity

Defining a synchronization rule for a project

status of ticket that will generate synchronized activity

Creation of synchronized activity when ticket move to defined status

Bidirectional synchronization of fields:

Responsible, Project, Status, Product, Product Version for synchronized items.

Synchronize Ticket with Activity

Manage Favorites for Project Selector

Can select favorite projects on several list

Favorites projects

Ergonomics improvments

Automatically refresh lists at defined frequency

Auto refresh list

# 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
- Activity Stream
- Global view

# Concepts

This chapter defines the concepts of ProjeQtOr.

They can be referred in the following chapters.

- Concepts
  - Project
  - Activity
  - Organization
  - Product
  - Planning
  - ProjeQtOr roles
  - Profiles definition
  - Stakeholder definition
  - Resource function and cost
  - Resource calendar
  - Contexts

# Agile Methods

This chapter includes ProjeQtOr features that allow you to practice agile methods.

- Agile Methods
  - KanBan
  - Live Meeting
  - Planning Poker

# Settings

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.

- User parameters
- Global Parameters
- Special Fields
- Administration Console
- Module Management
- Access Rights
- List of Types
- List of Values
- Control Automation
- Tools

# 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 9.0
- Common sections

# 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
- Planning
- Today (Dashboard)
- Extending
- Diary
- Reports
- Real work allocation
- Asset Management

# Document Management translation

- Documents
- Translation

# Financial

- Expenses
- Incomes
- Financial situation

# Steering

- Meetings
- Change Request
- Decisions
- Questions
- Deliverables
- Incomings
- Deliveries
- Mail follow-up
- Configuration Management

# Requirements & Tests

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

# Risk Management & Ticketing

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

# Environmental parameters

- Users
- Resources
- Pool of Resources
- Teams
- Calendars
- Clients
- Contacts
- Providers
- Recipients
- Organizations
- Humans Resources

# Plug-ins

- Plug-ins management

# Glossary

- Glossary