rs project manager presented by: randy shelley 8/1/2007

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