RS Project RS Project Manager Manager Presented By: Randy Shelley Presented By: Randy Shelley 8/1/2007 8/1/2007
Mar 26, 2015
RS Project ManagerRS Project Manager
Presented By: Randy ShelleyPresented By: Randy Shelley8/1/20078/1/2007
Application ArchitectureApplication Architecture
Companies Companies ProjectsProjects UsersUsers
CompaniesCompanies Members/UsersMembers/Users ContactsContacts CustomersCustomers Holiday ScheduleHoliday Schedule Work Week ScheduleWork Week Schedule User RegistrationUser Registration TransactionTransaction Support TablesSupport Tables Email TemplatesEmail Templates ReportsReports
Company Members/UsersCompany Members/Users
Membership Information Membership Information • Hourly Cost (Used in Cost Calculations)Hourly Cost (Used in Cost Calculations)
User InformationUser Information• NameName• Contact InformationContact Information
Company RoleCompany Role• Regular Company MemberRegular Company Member• Company AdministratorCompany Administrator• Company End-UserCompany End-User
ContactsContacts
A list on contacts can be maintained A list on contacts can be maintained for the companyfor the company
Company Holidays and Work Week Company Holidays and Work Week
Used to calculate end date when Used to calculate end date when given a start date and a number of given a start date and a number of daysdays• ExampleExample
Task t1 starts on 12/1/2006 and ends 45 Task t1 starts on 12/1/2006 and ends 45 days later. The end date is calculated using days later. The end date is calculated using company holiday and work week company holiday and work week information. End dates are stored and information. End dates are stored and number of days are only used to calculate number of days are only used to calculate end dates.end dates.
Company RegistrationCompany Registration
Allows users to register for your Allows users to register for your companycompany
Company TransactionCompany Transaction
Used for maintaining monthly service Used for maintaining monthly service payments and invoicespayments and invoices
Company Support TablesCompany Support Tables
Customize dropdowns for all Projects Customize dropdowns for all Projects within the Companywithin the Company• Request TypesRequest Types• Response TypesResponse Types• Event TypesEvent Types• Request ModulesRequest Modules• Cost TypesCost Types
Company Email TemplatesCompany Email Templates
Customize email notification Customize email notification templates for all projects within your templates for all projects within your companycompany
HTML & Text VersionHTML & Text Version
Company ReportsCompany Reports
Company HistoryCompany History• Great for audit purposesGreat for audit purposes
Customer Timesheet TotalsCustomer Timesheet Totals Project Timesheet TotalsProject Timesheet Totals User Timesheet TotalsUser Timesheet Totals
ProjectsProjects Project Members/UsersProject Members/Users TasksTasks RequestsRequests TimesheetsTimesheets RisksRisks Fixed CostsFixed Costs InvoicesInvoices Cost CodesCost Codes UploadsUploads NotesNotes EventsEvents Change LogsChange Logs RequirementsRequirements ReportsReports Software VersionsSoftware Versions
Project MembersProject Members
RoleRole• Project AdministratorProject Administrator• Project MemberProject Member• Project AccountantProject Accountant
New Request ActionsNew Request Actions• NothingNothing• Notify UserNotify User• Assign Request to UserAssign Request to User
New Upload NotificationNew Upload Notification
Project TasksProject Tasks
CategoriesCategories Resources (Project Members)Resources (Project Members) EstimatesEstimates DependenciesDependencies TimesheetsTimesheets UploadsUploads
Project RequestsProject Requests
Request InformationRequest Information ResponsesResponses AssignmentsAssignments UploadsUploads TimesheetsTimesheets History ReportsHistory Reports
Project TimesheetsProject Timesheets
Number of HoursNumber of Hours• Example: 1.5 hours or 2.20 HoursExample: 1.5 hours or 2.20 Hours• Between 0.01 and 23.99 for each Between 0.01 and 23.99 for each
calendar daycalendar day TaskTask PositionPosition UserUser RequestRequest
Project RisksProject Risks
StatementStatement ConsequencesConsequences ProbabilityProbability ImpactImpact RankRank Mitigation Plan/Dates/StatusMitigation Plan/Dates/Status Plan OwnerPlan Owner Contingency Trigger/PlanContingency Trigger/Plan Point of ContactPoint of Contact
Project CostProject Cost
External IDExternal ID Cost TypeCost Type Date IncurredDate Incurred AmountAmount DescriptionDescription
Project InvoicesProject Invoices
Collection of cost items and Collection of cost items and timesheets entriestimesheets entries
External invoice IDExternal invoice ID Invoice amountInvoice amount Invoice DateInvoice Date
Project Cost CodesProject Cost Codes
Project positions are used to handle Project positions are used to handle different billing ratesdifferent billing rates• Example: DBA $100/Hour or Senior Example: DBA $100/Hour or Senior
Analyst $75/HourAnalyst $75/Hour
Project UploadProject Upload
Attach Scope Document, Contracts, Attach Scope Document, Contracts, and any other documentation that and any other documentation that you may want to share with all you may want to share with all project membersproject members
Organize into categoriesOrganize into categories Handle multiple revisionsHandle multiple revisions
Project NotesProject Notes
Simple project notes Simple project notes • Example: Sarah wants a project status Example: Sarah wants a project status
report every Fridayreport every Friday SecuritySecurity
• Private – Only seen by you and Project Private – Only seen by you and Project AdministratorAdministrator
• Public – For every project member to Public – For every project member to seesee
Project EventsProject Events
Date/TimeDate/Time LocationLocation DurationDuration All project members as attendees or All project members as attendees or
specific project member attendeesspecific project member attendees
Change LogsChange Logs
Track Software changes per version Track Software changes per version and change typeand change type
RequirementsRequirements
Track Requirements by TypeTrack Requirements by Type
Project ReportProject Report
Gantt ChartGantt Chart Request Module Pie ChartRequest Module Pie Chart Request Type ChartRequest Type Chart Task Workload Distribution Pie ChartTask Workload Distribution Pie Chart Timesheet Bar ChartTimesheet Bar Chart User Workload Distribution Pie ChartUser Workload Distribution Pie Chart Timeline ReportTimeline Report Project CalendarProject Calendar
Software VersionsSoftware Versions
Major VersionMajor Version Minor VersionMinor Version Patch VersionPatch Version
Project Email TemplatesProject Email Templates
Customize project email notification Customize project email notification templates templates
HTML & Text VersionHTML & Text Version
Project Support TablesProject Support Tables
Customize dropdowns for a specific Customize dropdowns for a specific projectproject• Request TypesRequest Types• Response TypesResponse Types• Event TypesEvent Types• Request ModulesRequest Modules• Cost TypesCost Types• Change Log TypesChange Log Types• Requirement TypesRequirement Types
UsersUsers
Users may be associated with Users may be associated with multiple companies and each multiple companies and each company’s projectscompany’s projects
RoleRole• System AdministratorSystem Administrator• Regular UserRegular User