svn commit: r1067135 - /ofbiz/trunk/specialpurpose/projectmgr/data/helpdata/HELP_PROJECTMGR.xml

[er...@apache.org]

Author: erwan
Date: Fri Feb  4 10:32:51 2011
New Revision: 1067135

URL: http://svn.apache.org/viewvc?rev=1067135&view=rev
Log:
Adding more descriptions on the roles and statuses for project management

Modified:
    ofbiz/trunk/specialpurpose/projectmgr/data/helpdata/HELP_PROJECTMGR.xml

Modified: ofbiz/trunk/specialpurpose/projectmgr/data/helpdata/HELP_PROJECTMGR.xml
URL: http://svn.apache.org/viewvc/ofbiz/trunk/specialpurpose/projectmgr/data/helpdata/HELP_PROJECTMGR.xml?rev=1067135&r1=1067134&r2=1067135&view=diff
==============================================================================
--- ofbiz/trunk/specialpurpose/projectmgr/data/helpdata/HELP_PROJECTMGR.xml (original)
+++ ofbiz/trunk/specialpurpose/projectmgr/data/helpdata/HELP_PROJECTMGR.xml Fri Feb  4 10:32:51 2011
@@ -34,5 +34,56 @@ under the License.
         <para>
             Estimated and actual dates are only maintained at the task level. For reporting they are calculated to the higher levels. Project views are created to support this.
         </para>
+        <section>
+          <title>Status management</title>
+            <para>Status is managed at task level, Project and Phase statuses shown on screen are tasks status compilation. Task statuses are :
+              <itemizedlist>
+                <listitem ><para>PTS_CREATED, ...Created : after task creation</para></listitem>
+                <listitem ><para>PTS_CREATED_UA, Unassigned : currently not used by an automatic process</para></listitem>
+                <listitem ><para>PTS_CREATED_AS, Assigned : after a resource is assigned</para></listitem>
+                <listitem ><para>PTS_CREATED_IP, In Progress : after a time entry is created on the task</para></listitem>
+                <listitem ><para>PTS_COMPLETED, .Completed : Manually changed by button</para></listitem>
+                <listitem ><para>PTS_ON_HOLD, ...On Hold : </para></listitem>
+                <listitem ><para>PTS_CANCELLED, .Cancelled : </para></listitem>
+              </itemizedlist>
+            </para>
+            <para>Project or Phase is completed if all included tasks are completed (or cancelled)</para>
+        </section>
+
+        <section>
+          <title>Resources</title>
+            <para>You can describe a customer (company and contact) and who provides the task (named provider) in the resource portlet. To be able to associate someone to a project he should have, 
+                  two (or more) project roleType, first PROJECT_TEAM to appear in Party drop-down, and at least one of the PROJECT_TEAM sub-roles for the second drop-down. 
+                  Look at parameters section to have the complete project roletypes list.<br />
+                  Go to the party profile to associate a role type to a party.
+            </para>
+        </section>
+
+        <section>
+          <title>Parameters :</title> 
+          <para>
+            <itemizedlist>
+              <listitem >
+                <para>RoleType with PROJECT_TEAM as parentTypeId, used in a lot of screens; default proposed roleTypes are : 
+                  <itemizedlist>
+                      <listitem ><para>CLIENT% : used to select parties which appears in Projects Parties info, client side</para></listitem>
+                      <listitem ><para>CLIENT_MANAGER : user login associated to a project with this roleType view it in ListCustomerProjects</para></listitem>
+                      <listitem ><para>CLIENT_ANALYST : same as CLIENT_MANAGER for ListCustomerProjects</para></listitem>
+                      <listitem ><para>CLIENT_BILLING : partyId which will be invoiced; same as CLIENT_MANAGER for ListCustomerProjects; appears in Company part of Project Parties info, other CLIENT% role appears in contact part</para></listitem>
+                      <listitem ><para>PROVIDER% : all parties which provide the project. In Projects Parties info, provider part, all roleType not equals to CLIENT% will appear</para></listitem>
+                      <listitem ><para>PROVIDER_MANAGER : currently no process or specific selection</para></listitem>
+                      <listitem ><para>PROVIDER_ACCOUNTING : currently no process or specific selection</para></listitem>
+                      <listitem ><para>PROVIDER_ANALYST : currently no process or specific selection</para></listitem>
+                      <listitem ><para>PROVIDER_FUNCTIONAL : currently no process or specific selection</para></listitem>
+                      <listitem >
+                        <para>PROVIDER_VALIDATOR or PROVIDER_TESTER: used to define at project level who will validate a task, 
+                              used when assigning a party to a task with status not equals to "PAS_COMPLETED", if the party has not this role,
+                              all parties with this role at the project level will be added to this task 
+                              (this action is done by ECA, commented in default configuration, if you want it un-comment it)</para></listitem>
+                  </itemizedlist>
+                </para></listitem>
+            </itemizedlist>
+          </para>
+        </section>
 </section>