Projects
The optional “Projects” feature allows you to define key elements of a Project and associate issues to that Project. Attachments may also be added to a Project, allowing you to retain critical documents independent of issue-specific attachments. The Project Summary page presents certain users with up to the minute statistics on all open Projects in your system.
Project elements may include Project Status and Substatus, Percent Complete, Target Date, Required By Date, Estimated Hours, Actual Hours, Estimated Budget, Actual Budget and Percent Complete. The system will calculate Variance in Hours and Variance in Budget.
User roles within a Project include Project Manager, Project Members and Project Email Distribution List Members above and beyond its Project Members. A Project may also be marked as “Exclusive,” allowing only Project Members to see the Project and its related issues. In this case, members of the Project Email Distribution List will be able to see the issues related to a Project, but not the Project record itself.
Depending on user permissions, Project is a selectable table-driven field in an issue. The Projects menu appears in the Main Menu. Data related to Projects is available in the Dashboard, issue searches and reports.
Projects can only be enabled by your System Administrator(s). Related permissions include:
• “Can access and maintain Administration functions” determines which users will have administrative rights to the Projects menu from the Main Menu, as well as can select and maintain Project values in an issue (if the user also has “Menu Options/Pages Allowed > Projects”)
• “Can access and maintain all Projects” determines which users will be granted administrative rights to the Projects menu
• “Menu Options/Pages Allowed > Projects” determines which users will see the Projects menu but have read only access to its content, as well as can select and maintain Project values in an issue
Adding, Editing and Deleting
Project Categories
Adding, Editing and Deleting
Project Substatuses