This document discusses the project management software Active Collab. It outlines the key features of Active Collab including management and planning, documentation, collaboration, and budgeting features. It also covers roles in Active Collab like client, manager, and administrator. Milestones, pros and cons, challenges, goals, and approaches for Active Collab are summarized. The document concludes that Active Collab compares favorably to other project management tools by automating activities like time tracking and invoicing.

1. SOFTWARE PROJECT
MANAGEMENT
Presentation 1

2. Group A:
 Group Member #1 Muhammad Saad Hussain (2037)
 Group Member #2 Ghulam Gillani (2194)
 Group Member #3 Abdul Wasay (2129)
 Group Member #4 Muhammad Saadullah (2173)

3. Active Collab
Make Real Work Happen

4. Content:
 Introduction
 Features
 Roles
 Milestone
 Pros & Cons
 Challenges
 Goals
 Approaches
 Conclusion
 References ACTIVE COLLAB

5. Active Collab
400+ Clients
Make Real Work Happen
Introduction:
Active Collab began as a popular open-source project, but soon grew into a very successful commercial product.
For over a decade, they helped more than 50.000 teams solve their professional problems.
Active collab is a project management & collaboration tool.
Active Collaboration is the project management software that gives you
complete control over your work.
Deadline will never
surprise you again.
Know when every stage of the
project is due, and don’t bring
your work home anymore.
Everyone knows what
they need to do
Establish your own process that
works well both for your team
and your clients.
Less juggling, more
time for real work
You'll always know where to
start and what you and your
team need to do next.
Focus on what`s
important
Organize your team and keep
track of your work with a single
tool.

6. Active Collab Features
There are four main core features:
1. Management and Planning Features:
 Task prioritization and scheduler
 Shared team calendar
 Time tracking
2. Documentation Features.
3. Collaboration Features:
 File Sharing
 Communication
4. Budgeting Features
 Invoicing
 Budget Report
AC

7. Management And Planning Features
Active Collab offers a task list system that allows you to tag relevant users, comment on task progress, estimate and track task
time, and attach project resources, such as documents, graphics, charts, etc.
Task prioritization and scheduler:

8. Management And Planning Features
Active Collab's team calendar shows ongoing as well as one-off tasks if the viewer has access to those tasks.
Perfect for scheduling out your project management plan.
Shared Team Calendar:

9. Management And Planning Features
With Active Collab, you can track the time spent on individual tasks and then bill those tasks accordingly using the invoicing
feature.
Time Tracking

10. Documentation Features
Each project in Active Collab includes a file storage tab on the main project page meant for images, documents, PDFs, and
spreadsheets. Additionally, each task in Active Collab includes a file upload button in the comments section for uploading
images, documents, and spreadsheets from your computer.
Task Files & Notes

11. Collaboration Features
Each Active Collab task has a file uploading and sharing system so you can quickly share resources with the rest of your team.
File Sharing

12. Collaboration Features
Every task in Active Collab includes a comment section for discussing project progress, hiccups, and sharing relevant resources with the responsible parties. In
addition to task comments, each project has its own discussion section where managers and team members can create group conversations about the project,
including brainstorms, problem-solving forums, and even project news updates.
Communication

13. Budgeting Features
Working in conjunction with the time-tracking feature, you can create and send detailed invoices to your clients
Invoice

14. Budgeting Features
Using Active Collab's time tracking, billable hours, and invoicing features, you can create detailed budget and expense reports.
Budget Report

15. Roles
Client
Subcontractor
Employee
Manager
Admin
Five Role in Active Collab

16.  Main Project settings include selecting Tabs that will
show on every Project.
 Enabling Mail to Project feature.
 Assignment delegation and default Visibility of
newly created objects.
Manage
Quotes
General
Settings
Option
A
Manage
Finance
Tools include system maintenance settings such as:
 Rebuild Indexes
 Maintenance Mode
 Payment Settings
Administrators have full access to the entire system. They not only have access to system settings but can also see and edit all
user and Project data. Only finance-related areas of active Collab can be hidden from this group or users.
Administrator
Roles (Continue..)
Tools
Setting
Invoicing
Settings
 Invoicing options enable changing Invoice design
and settings and adding Note templates.
 Job Types and Hourly Rates are used to calculate
the budget spending per logged time.
 They are essential for keeping track of time and
expenses and making sure all the work is properly
accounted for.
 Enables the user to manage Quotes within the Invoicing module.  Allows the user to see, access and manage Invoices and payments, and run
financial reports.
 General include Regional, Identity and Email settings
 Admin can also manage Assignment labels here.
 Newly created labels will only be visible on new tasks, they
will not be available on the existing ones.
Projects
Settings

17.  Lets the user create new and manage existing companies
or users (except administrators and other managers).
Manage
Trash
Option
A
 Enables the user to access and manage Files in
the Documents section.
Managers are be able to access API and Feeds, Assignments reports, and all objects marked as Private. To determine the field of expertise for your managers
and which areas active Collab they are able to see, choose the additional permissions available for this group of users.
Roles (Continue..)
 Lets the user access and manage Invoices and
payments, and run different financial reports.
 Grants full access to all Projects and Project related
reports (Workload, Task Reports, Time and Expenses).
 Allows the user to post status update messages.
 Enables the user to see trashed items and to permanently
remove them.
Manage
People
Manager
Manage
Project
Manage
Project
Request
 Allows user to manage Project requests submitted by
clients.
Manage
Global
Document
Manage
Finances
Manage
Quotes
Use
Status
Update
 Enables the user to manage Quotes (requires the
Invoicing module).

18. Use API
and Feeds
Option
A
 Enables the user to create new Projects.
Designed for company members, this role will enable the team to use all the essential parts of active Collab.
People with this role can also see all objects marked as Private.
Roles (Continue..)
 Grants access to the Documents section.
 Makes the client company notes visible to the user.
 Allows the user to post status update messages.
 Enables the user to use API to integrate external
applications (e.g. active Collab Timer).
 Determines whether the user can see the Projects
budget.
Create New
Project
Member / Employee
See
Company
Notes
See
Project
Budget
Use Global
Document
Use Status
Update

19. Use API
and Feeds
Option
A
 Enables the user to create new Projects.
To differentiate between your company members and other people working on your Projects, use the Subcontractor role.
People with this role cannot see client contact details or client company notes. Subcontractors will be presented to the client as your team members .
Private objects will also be visible to the users with this System Role.
Roles (Continue..)
 Grants access to the Documents section.
 Allows the user to post status update messages.
 Enables the user to use API to integrate external
applications (e.g. active Collab Timer). Create New
Project
Use Global
Document
Use Status
Update
Subcontractor

20. Submit
Project
Request
Option
A
 Enables the client to receive Invoices and Quotes
issued to their company, see Invoice reminders,
and to make payments for the issued Invoices
from active Collab.
This role is reserved for members of client companies, with restricted system access and permissions. All sensitive data is hidden from Client
users. Clients will not be able to see private objects, financial reports and Invoices or Projects, other than the ones that they are assigned to.
Roles (Continue..)
 Grants access to the Documents section.
 Enables the client to request a new Project from within
the active Collab.
Receive and
Pay Invoices
Use Global
Document
Client

21. Milestones
Milestone – Development:
 Project Initiation (Setup project and
compiling material for project).
 Design Stage (Concept Draft, Layout
Review, Design Integration, Content
Population).
 Development Stage (Setup Module,
Bug Fixing, Customization).
 Launching Preparation (Final QA,
launching process).
 Maintenance (Bug fixing and new
request.
Milestone – SEO:
 Keyword Research
 On page Optimization
 Off page Optimization
AC

22. Pros & Cons
Keep Project on Track
Email Support
Collaborate
Centralize Communication
 Be in Control
Save Time
Rich planning features and also high
configuration abilities that automatically
streamline any projects into a useful way.
Active Collab is great, but it needs to be
upgraded to a better working.
Simple to access and easy to invite
collaborators in & out of any company.
the feature that allows you to hide things
from clients.
Pros
AC
 Lack of integration with Git or another
version of control system.
 Probably the speed of the app on some
larger projects. It's lightning fast for
everything small to medium, but on
larger projects it can take a while to
load everything.
 Unmaintained mobile apps, both iOS
and Android versions. No function to
duplicate tasks list.
 There is no file sharing on downside.
 Limitation of adding user. If needs to
delete someone to make a room for
other user.
Cons

23.  The team Active Collab has done very great job about building the software for software industry.
 They also creating content for their own website and blog.
 They have gathered a nice collection of articles and infographics that provide advice for readers as well
as explain main features of the tool.
 They wanted to share their knowledge with more people, help them with their expert advice, and
increase visibility for their own website.
Challenges

24. Goals
Increase Brand Awareness
ACIncrease Visibility
Increase Reach
Become One of the Industry
Leaders

25. Approach
In-Depth Research Of Possible Targets
ACBrainstorming Content Ideas
Providing Answers and Advice
In-Depth Target Audience Research

26. Conclusion
AC
 Active Collab certainly compares favorably with the likes of
Basecamp, Asana and Trello.
 Especially if you're keen on using a tool that automates
certain activities such as tracking billable hours and
reminding clients about invoices.
 Active Collab unified every step of the collaborative workflow
into a single app.
 With all the handy features Active Collab has to offer, you can
keep everything in one place.

27.  https://activecollab.com/
 https://www.youtube.com/watch?v=qQ6EtrgvwQQ
 https://reviews.financesonline.com/p/activecollab/
 https://www.fool.com/the-blueprint/activecollab-review/#features
 https://www.sitepoint.com/active-collab-how-collaboration-should-have-been-all-along/
 https://activecollab.com/all-features
 https://www.trustradius.com/products/active-collab/reviews?qs=support-rating
 https://www.getapp.com/project-management-planning-software/a/activecollab/reviews/fd6a05dd8b/
 https://www.capterra.com/advertising-agency-software/compare/114491-161696/Active-Collab-vs-Scope
 https://www.pointvisible.com/case-study-active-collab/
 https://thedigitalprojectmanager.com/active-collab-review/
References