ProjeX THE USER AND
ADMINISTRATOR MANUAL
WHAT IS ProjeX?
ProjeX is a tool for planning and managing projects which
is developed by PRO-C team. ProjeX is mainly for
companies who need a centralized communication & organization environment while
carrying out their projects and it can also be used by every individual who
need a little bit planning. It offers the
users project, task, user, resource, group management facilities. Since it is a
web-based tool, it can be used easily everywhere in the world just with a
browser and internet connection. Also it is possible to install the program
into the intranet server of a company using the executable files.
WHAT ARE THE CAPABILITIES OF ProjeX?
PROJECT&TASK
MANAGEMENT
USER&GROUP
MANAGEMENT
·
Create Users & Groups: The ‘admin’ who
creates the company account can create accounts for the people working in the
company and can also define work groups from those users.
·
Automatic e-mail Notifications: When a user
account is created by the ‘admin’ the username and automatically generated
password is sent to the mail address of the corresponding user. Also when a
user is assigned to a task, a notification mail is sent to the user.
·
Assign Users & Groups to Tasks: ProjeX can also keep track of the ‘who is responsible for
which task’ information.
RESOURCES MANAGEMENT
HOW TO USE ProjeX ?
Since it is a web-based
tool, ProjeX can be accessed from its web site or can
be downloaded as an executable. The installation manual (for the system administrator ) is available in the program package as
COMPILATION MANUAL.
After the installation of
the system, one can start to use the program in a web browser.
Pages described in this
manual (Please click
on the item for a shortcut to the subject /You can use
Back button of your browser to return back here):
Below are the introduction
of the interfaces and their functionalities for the system users:
The
default page that the user first meets is sign-up/ log-in page.
Button
Functionalities
login : If
the user has an account, he/she can just enters the company login name,
username and password to the input boxes and pressing the login button, he/she
will be directed to his/her account for that company.
signup
: If the user is a system administrator who wants to create a company
account, he/she needs to use the signup button.
help
: Directs user to the help pages
for using the program (works the same all through out the program)
Türkçe: When the user wants to use the program in Turkish,
this button should be used. (works the same all
through out the program)
First a company account should be created by the administrator.
Button
Functionalities
Continue registration
: After
providing the input boxes with the required data, the administrator has created
the company profile and can continue the registering process. A company login name
should be provided for the users to log in to the system using it (preferably
initials of the company or a short name for the company)
back
: goes to the previous page (works the same all throughout the program)
sign out : signs the user out from the
system and returns back (works the same all throughout the program)
A
user profile for the administrator should be created. After all inputs are
entered into input boxes, the account is created and the administrator is given
all the permissions for processes that can be done in the system.
Button
Functionalities
Continue registration
: After
providing the input boxes with the required data, the administrator has created
the his/her profile and can continue the registering process.
At
the end of the account creation, the user will be directed to the main page
where initially nothing but the menus will appear. (Since there is no project
created for that company yet)
Button Functionalities
Add project :
This
button directs the user to project creation page. Only the users who have the
permissions to create a project can see this button as active (in red &
white).
*It is similar for add task, add profile, add resource
buttons on the left.
Statistics:
This button directs the user to the page which shows the statistical data about
the tasks, projects and resources.
Filter
: The three combo boxes on top of the page are for filtering the project
data according to their statuses, priorities and percentages of completion and
displaying the projects according to them.
Button Functionalities
Create project
: The
project properties are entered here and priority, status and the percentage of
work done can be selected, and also resources can be added to the project in
this page. So when the create project
button is pressed, a project will be created for the active company and the
user will be directed to the current projects’ page.
When
the user creates a project, he/she will then be redirected to the main user
page where the projects of the current user are displayed. Here now , one can
use the filtering options described above.
Button Functionalities
Resources :
this button allows the user to see the
resources that are added to the projects.
Ongoing projects page after the first project is added.
Ongoing projects page after the several projects are
added.
Editing
a project: When one of the projects is clicked on the ongoing projects page,
the users who have the permissions to change project details will be diplayed
the project edit/view page.
Button Functionalities
Edit project : If this button is clicked, the updated project
information will be sent to the database.
A user might just choose to view the page for the project properties
without editing the project.
In a projects page a project is chosen
and the add a task button is pressed, user will be directed to the task adding
page. Here user can enter task properties and assign the task to users if there
are any users added to the system. If there are other tasks already added to
the project, they will be displayed here , too.
The user who has the correct permissions can add tasks to groups also.
Assigning members or groups the
tasks can be done by checking the options of group and/or member and selecting
names of the groups and/or members from the combobox.
Button Functionalities
Create task:
This button adds the task to the current project of the current company by
assigning the task to users selected on the page.
After
the task is added, the user will be redirected to the following page where the
tasks added to that project are to be displayed.
Incomplete tasks’ page when only one task is created
Incomplete tasks’ page when several tasks are created
To create users, the administrator (or any project member
who has the permissions to add a user) needs to click on the “add user ” button
on the main administrator page.
The administrator does not need to provide every detail
about the user. Only the name, surname and e-mail information of the user
should be provided and the permission of the user should be selected using the
checkboxes.
Button Functionalities
Create profile
and notify user : When a user account is
created, the user will be sent e-mail notifications about his/her new account
using the e-mail address entered on this page and the log-in information for
that account. If the user logs into the system after he/she receives his log in
information, he/she will see the buttons active only if he/she has the
permissions to see them. Otherwise, the
buttons will appear inactive (gray).
After the new project member
is added the following page is displayed notifying the user:
The users who have the permissions to edit taks can see
this page and change the task information, the completion percentages, update
or edit tasks using this page.
Button
Functionalities
Delete task
: Deletes the current task
Update Task :
Updates the current task changing the database state of the task with the new
properties.
Resource Adding : When the user is redirected to the resource creation
page, he/she will be displayed the following page:
Button
Functionalities
Create Resource : Creates a resource with the
entered resource name, status chosen and the description given.
Resource updating
has the similar interface, with the selection of a resource from the resources
list for a project/task, this resouce will be displayed on the screen and the
user can change the resource data or just view the its properties:
The
page displays the resources available for a project/task. User can select from
the resource to update/view its properties. The user also can filter the
resources according to their statuses.
There can be groups of people who are assigned the parts
of a given task and these groups can have group leaders. These group leaders
can be assigned high priority permissions as admins, or directly admins can be
assigned to a group. The group creation page is shown below:
Button Functionalities
Assign Admin to
Group : Assigns an admin or a group leader who has the admin permissions
to the group.
Add Member to Group: Adds company
members to the group, by letting them be chosen from the list of members.
Create group
: Creates the group with the users and
admins/group leaders selected.
A user can upload files that he/she wants to share, to a project. The user
can add a description to the file by using the description box on the right of
the page.
Button Functionalities
Browse : The file can be
browsed in the user’s computer by clicking on this button.
Upload: When the user selects a file as the result of
browsing, this button should be clicked to upload the file to the database.