dotProject Tutorial
Upcoming SlideShare
Loading in...5
×
 

dotProject Tutorial

on

  • 1,622 views

 

Statistics

Views

Total Views
1,622
Views on SlideShare
1,622
Embed Views
0

Actions

Likes
2
Downloads
51
Comments
0

0 Embeds 0

No embeds

Accessibility

Categories

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

dotProject Tutorial dotProject Tutorial Document Transcript

  • click2try™ TutorialdotProject©2008 Presage Technologies, LLC.
  • Copyright © 2008-2009 Presage Technologies, LLC.You may freely distribute or publish this content provided you publish the content in itsentirety and include all existing copyright notices, attributions, links, and acknowledgementsto click2try™, Presage Technologies, LLC. and to organizations mentioned explicitly orimplicitly herein.©2008 Presage Technologies, LLC.
  • dotProjectContentsIntroduction ............................................................................. 5Lets get started ....................................................................... 6Defining a Company ................................................................. 7Adding a User ........................................................................... 8Defining a Project ..................................................................... 9Defining a Task....................................................................... 10Adding a Task Dependency ..................................................... 11Defining an Event ................................................................... 13Add a Forum ........................................................................... 14Viewing Your Project .............................................................. 16Conclusion .............................................................................. 17Resources ............................................................................... 18©2009 Presage Technologies, LLC. 3
  • dotProject©2009 Presage Technologies, LLC. 4
  • dotProjectIntroductiondotProject is one of the most popular Open Source project management toolsaround. While there are many expensive desktop project management tools,most of them focus on the project planning and task management functions.Many online project management tools are heavily aimed at collaborationand are weaker in the areas of task and resource management andreporting. dotProject combines planning, management, and collaboration inone easy-to-use interface.In this tutorial, were going to walk through the process of creating a simpleproject. You can easily plan and manage even bigger, more complexprojects—its simply a matter of adding more details, more resources, andmore tasks to the plan. To get you up-and-running, were going to be: ▪ Defining a Company ▪ Adding a User ▪ Defining a Project ▪ Defining a Task ▪ Adding a Task Dependency ▪ Defining an Event ▪ Adding a Forum ▪ Viewing Your Project©2009 Presage Technologies, LLC. 5
  • dotProjectLets get startedIf you havent already signed into the click2trytm dotProject appliance,double-click the dotProject Try icon now. When the appliance is running,youll see something like this running inside your browser window:Enter the login credentials and you’ll see the next screen:©2009 Presage Technologies, LLC. 6
  • dotProjectDefining a CompanyIf youll always be defining projects for the same company, then you mayonly need to perform this task once. If youre an independent projectmanager, you might want to define multiple companies, so you can keepseparate projects for each client.You can also define different companies based on particular roles. Forexample, you might want to define consultants, suppliers, or customers whomay be helping you by subcontracting, providing raw materials, orperforming beta testing. After youve defined these companies in dotProjectyou can assign them to any projects theyre involved in.To define a company: 1. Click the Companies button in the upper left corner. 2. Click the New Company button to bring up the Add Company page, as shown below. 3. Add the company details. 4. Select the company type from the Type drop-down menu. For your own company, choose Internal. 5. Click the Submit button. Youll be able to view the company you just defined.Thats all there is to it! Youve now created a company in dotProject.©2009 Presage Technologies, LLC. 7
  • dotProjectAdding a UserLets add a new user. A user is anybody who will be part of your project.To add a user: 1. Click the User Admin button in the main menu. 2. On the User Management page, click Add User. 3. On the Add User page, enter the users login, which must be at least 4 characters long. 4. Select the User Type and User Role from the drop-down menus. These are defined by your system administrator, but dotProject comes pre-loaded with a set of standard types and roles. Use those for now. 5. Add a password and re-enter it to confirm. 6. Add the users name. 7. Select the company from the Company drop-down menu. 8. Enter the users email address. 9. Click Submit to add the user. This displays the View User page.Next, lets set the users permissions on all dotProject modules. Thesepermissions allow the user to perform a variety of actions within thedotProject application.To set permissions: 1. Scroll down to the Add Permissions box. 2. Select All Modules from the Modules drop-down menu.©2009 Presage Technologies, LLC. 8
  • dotProject 3. Select the checkboxes for the permissions you want to grant to this user. 4. Click Add.That’s it. Youve defined your first user. Now that youve added one user, youcan add all of the people who will be part of your team! Just follow thepreceding steps for each user.Defining a ProjectA project is like a big container, in which you define and manage dozens,hundreds, or even thousands of elements such as tasks, resources, andevents. Well start within the company you created. That way everything youdefine will be attached to that company.To define a project: 1. On the View Company page for the company you created, click the New Project button. 2. On the New Project page, add a project name. 3. Select a project owner from the Project Owner drop-down menu. Youll see that the company is already selected. 4. Now pick your Start and Finish Dates. Click the little calendar icon which displays a nice calendar widget to let you set dates easily. 5. You can set a variety of other properties for your project, including status and priority. 6. Add a description, if you like. 7. Click the Submit button.©2009 Presage Technologies, LLC. 9
  • dotProjectYoure all done! Youve created a new project.Defining a TaskTasks are the building blocks of any project. Even the smallest projectconsists of dozens, if not hundreds of tasks. Often, when were workingalone, we roll many tasks into one. The power of a good project managementtool is that you can perform a Work Breakdown Structure (WBS), carving theproject into small tasks that you can assign to yourself and others. With ateam working on many tasks at the same time, you can make fasterprogress.To define tasks: 1. On the View Project page, click the New Task button to display the Add Task page. 2. On the Add Task page, enter a task name in the Task Name field. 3. Select a Task Priority and then select the Milestone checkbox. 4. Select a task owner from the Task Owner drop-down menu, and then add any other pertinent information, such as the task owners email address, or a task bud 5. Select a Task Type. You can choose from Unknown, Administrative, and Operative. Your system administrator can define other task types for you. 6. Add a Description. 7. Before you save a task you must enter start and finish dates. Click the Dates tab.©2009 Presage Technologies, LLC. 10
  • dotProject 8. If you dont know the finish date, but you do know how long the task may take to complete, enter the number of hours in the Expected Duration field. 9. Click the Finish Date button. dotProject automatically calculates the finish date for you. 10.Click Save to create the new task. The task appears at the bottom of the View Project page in the Tasks tab.Thats it! Youve created your first task.Adding a Task DependencyLets add a dependent task. Many tasks are dependent on other tasks. Youcant start those tasks until you complete other tasks. For instance, if yourepainting a wall, youll need to buy the paint first. Also, you typically assignmultiple tasks to team members. You cant expect them to finish all of theirtasks on the same day. Theyll need to complete some tasks before movingon to others.For this procedure, youll define another task and make it dependent on yourfirst task. If youve already defined more than one task, you can set thedependency on one of your existing tasks.To define task dependencies: 1. Start on the View Projects page. 2. Click the New Task button to create a new task. 3. On the Add Task page, enter a name for the task. 4. Set the task priority. 5. Select the task owner and task type.©2009 Presage Technologies, LLC. 11
  • dotProject 6. Set the start and finish dates. Remember, you can use the Expected Duration field to let dotProject calculate the finish date for you. 7. Select the Dependencies tab. 8. Select On to turn on Dependency Tracking. 9. Select the task in the All Tasks list box, then click the right arrow (>) button to move the task to the Task Dependencies list box. 10.Select the Set task start date based on dependency checkbox. 11.Click Save.©2009 Presage Technologies, LLC. 12
  • dotProjectdotProject automatically sets the start date of your second task. Thatsbecause you defined a dependency between the two tasks and instructeddotProject to start your second task after you complete your first task. Now,whenever a date is changed in the first task, the consequences of thatchange will cascade down to the start and finish dates for the dependenttask.Defining an EventEvery project has certain associated events: meetings, presentations,customer visits, celebrations, and more. Its important to capture theseevents, especially those you know in advance, because events not onlyrequire planning, but they take time away from other tasks in your project.Also, you often need to notify people who are not explicit team membersabout these events.To define an event: 1. On the View Project page for your project, click the New Event button. This displays the Add Event page. 2. Enter the name of your event in the Event Title field. 3. Choose the type of event from the Type drop-down menu. 4. Enter the event Start Date. You dont need to worry about setting the finish date, because dotProject will calculate that date for you based on the hours you set next. 5. Choose the hours during which your event will occur. 6. Select the Resources that you want to attend the event, and then click the right arrow (>) button to move the names to the Invited to Event field. Note that the Mail Attendees checkbox is selected by default.©2009 Presage Technologies, LLC. 13
  • dotProject 7. When you finish creating the event, those attendees will receive an email invitation, notifying them of the event. 8. Add a description in the Description field. 9. Click Submit. 10.Click the Calendar link on the View Projects page. You can see that dotProject has already added your tasks and events to the calendar. Events appear with a small alarm clock icon next to them. 11.Click the Event name and dotProject displays the View Event page for that event.Thats it. Time to party!Add a ForumTeam members need to communicate about all kinds of things: dependenttasks, events, resource constraints, obstacles, and many more topics.dotProject provides a built-in forum system that you can configure in amatter of minutes. The forum is considered part of the project, so it shouldbe easy for you or anybody you assign to be a Moderator to keep themessage threads on-topic!To add the forum: 1. On the View Projects page, click the Forums link in the main menu. This displays a list of forums. 2. On the Forums page, click the New Forum button. 3. On the Add Forum page, enter the name of your forum in the Forum Name field.©2009 Presage Technologies, LLC. 14
  • dotProject 4. Choose a project from the Related Project drop-down menu. 5. Select an owner and the moderator. These can be the same person. 6. Enter a description in the Description field, if you want. 7. Click Submit to save your new forum. 8. Click the name of your forum on the Forums page. The Forums page lists all of the forums for each project. 9. To start a topic, click the Start a New Topic button. This adds a new thread to your forum. You can have many threads on many topics in your forum. 10.Enter the Subject and the Message, and then click Submit. Your topic appears as a clickable link in your forum list. Its always a good idea to add a Welcome topic that explains forum rules and regulations. 11.Click the message title, and then click Post Reply. You can reply to any message in the forum. 12.Dont forget to click Submit to add your reply.©2009 Presage Technologies, LLC. 15
  • dotProjectYou can see how fast it is to set up a powerful collaboration tool indotProject. Rather than having to deploy a different software package toprovide collaboration tools to your team, dotProject gives you everything youneed. Talk on!Viewing Your ProjectNow that youve completed the basic definition of your project, you can viewyour project from the 30,000 foot view...or in our case, the 30,000 mileview. Though there are several ways to view your project and tasks, one ofthe most powerful visual tools is the Gantt chart.To view the Gantt chart: 1. Go to your View Project page. 2. Click the Gantt Chart tab for your project. Along the bottom of the screen, youll see the Gantt chart displaying your project schedule, showing each task as a blue bar that covers the number of elapsed days required for completion.©2009 Presage Technologies, LLC. 16
  • dotProjectNote the dependent tasks and how dotProject shows the dependent taskslinked together with a line and arrow.ConclusionYouve now defined your first project and all of its major parts and, ifeverything went as planned, the whole process took you less than 30minutes. Of course, the dotProject software is a powerful set of projectplanning and management tools that can handle any project you want todefine, no matter how complex. So, if you need to plan a small, internalcompany project or a large, complex product, dotProject can handle it, easilyand quickly!©2009 Presage Technologies, LLC. 17
  • dotProjectResourcesCheck out these resources for more information about using dotProject. Youcan find many other resources on the click2try.com dotProject page, as well!dotProject Home http://www.dotproject.net/ —Main project page for thedotProject Open Source project. Lots of information and links.dotProject Courseware http://training.dotproject.net/ —Lots of detailedinstructions on installing, configuring, and using dotProject.Project Management with dotProject Bookhttp://www.packtpub.com/dotProject/book —Site for published dotProjecthandbook.©2009 Presage Technologies, LLC. 18