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RS Project Manager Presented By: Randy Shelley 8/1/2007.

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Presentation on theme: "RS Project Manager Presented By: Randy Shelley 8/1/2007."— Presentation transcript:

1 RS Project Manager Presented By: Randy Shelley 8/1/2007

2 Application Architecture Companies Companies Projects Projects Users Users

3 Companies Members/Users Members/Users Contacts Contacts Customers Customers Holiday Schedule Holiday Schedule Work Week Schedule Work Week Schedule User Registration User Registration Transaction Transaction Support Tables Support Tables Templates Templates Reports Reports

4 Company Members/Users Membership Information Membership Information Hourly Cost (Used in Cost Calculations)Hourly Cost (Used in Cost Calculations) User Information User Information NameName Contact InformationContact Information Company Role Company Role Regular Company MemberRegular Company Member Company AdministratorCompany Administrator Company End-UserCompany End-User

5 Contacts A list on contacts can be maintained for the company A list on contacts can be maintained for the company

6 Company Holidays and Work Week Used to calculate end date when given a start date and a number of days Used to calculate end date when given a start date and a number of days ExampleExample Task t1 starts on 12/1/2006 and ends 45 days later. The end date is calculated using company holiday and work week information. End dates are stored and number of days are only used to calculate end dates. Task t1 starts on 12/1/2006 and ends 45 days later. The end date is calculated using company holiday and work week information. End dates are stored and number of days are only used to calculate end dates.

7 Company Registration Allows users to register for your company Allows users to register for your company

8 Company Transaction Used for maintaining monthly service payments and invoices Used for maintaining monthly service payments and invoices

9 Company Support Tables Customize dropdowns for all Projects within the Company Customize dropdowns for all Projects within the Company Request TypesRequest Types Response TypesResponse Types Event TypesEvent Types Request ModulesRequest Modules Cost TypesCost Types

10 Company Templates Customize notification templates for all projects within your company Customize notification templates for all projects within your company HTML & Text Version HTML & Text Version

11 Company Reports Company History Company History Great for audit purposesGreat for audit purposes Customer Timesheet Totals Customer Timesheet Totals Project Timesheet Totals Project Timesheet Totals User Timesheet Totals User Timesheet Totals

12 Projects Project Members/Users Project Members/Users Tasks Tasks Requests Requests Timesheets Timesheets Risks Risks Fixed Costs Fixed Costs Invoices Invoices Cost Codes Cost Codes Uploads Uploads Notes Notes Events Events Change Logs Change Logs Requirements Requirements Reports Reports Software Versions Software Versions

13 Project Members Role Role Project AdministratorProject Administrator Project MemberProject Member Project AccountantProject Accountant New Request Actions New Request Actions NothingNothing Notify UserNotify User Assign Request to UserAssign Request to User New Upload Notification New Upload Notification

14 Project Tasks Categories Categories Resources (Project Members) Resources (Project Members) Estimates Estimates Dependencies Dependencies Timesheets Timesheets Uploads Uploads

15 Project Requests Request Information Request Information Responses Responses Assignments Assignments Uploads Uploads Timesheets Timesheets History Reports History Reports

16 Project Timesheets Number of Hours Number of Hours Example: 1.5 hours or 2.20 HoursExample: 1.5 hours or 2.20 Hours Between 0.01 and for each calendar dayBetween 0.01 and for each calendar day Task Task Position Position User User Request Request

17 Project Risks Statement Statement Consequences Consequences Probability Probability Impact Impact Rank Rank Mitigation Plan/Dates/Status Mitigation Plan/Dates/Status Plan Owner Plan Owner Contingency Trigger/Plan Contingency Trigger/Plan Point of Contact Point of Contact

18 Project Cost External ID External ID Cost Type Cost Type Date Incurred Date Incurred Amount Amount Description Description

19 Project Invoices Collection of cost items and timesheets entries Collection of cost items and timesheets entries External invoice ID External invoice ID Invoice amount Invoice amount Invoice Date Invoice Date

20 Project Cost Codes Project positions are used to handle different billing rates Project positions are used to handle different billing rates Example: DBA $100/Hour or Senior Analyst $75/HourExample: DBA $100/Hour or Senior Analyst $75/Hour

21 Project Upload Attach Scope Document, Contracts, and any other documentation that you may want to share with all project members Attach Scope Document, Contracts, and any other documentation that you may want to share with all project members Organize into categories Organize into categories Handle multiple revisions Handle multiple revisions

22 Project Notes Simple project notes Simple project notes Example: Sarah wants a project status report every FridayExample: Sarah wants a project status report every Friday Security Security Private – Only seen by you and Project AdministratorPrivate – Only seen by you and Project Administrator Public – For every project member to seePublic – For every project member to see

23 Project Events Date/Time Date/Time Location Location Duration Duration All project members as attendees or specific project member attendees All project members as attendees or specific project member attendees

24 Change Logs Track Software changes per version and change type Track Software changes per version and change type

25 Requirements Track Requirements by Type Track Requirements by Type

26 Project Report Gantt Chart Gantt Chart Request Module Pie Chart Request Module Pie Chart Request Type Chart Request Type Chart Task Workload Distribution Pie Chart Task Workload Distribution Pie Chart Timesheet Bar Chart Timesheet Bar Chart User Workload Distribution Pie Chart User Workload Distribution Pie Chart Timeline Report Timeline Report Project Calendar Project Calendar

27 Software Versions Major Version Major Version Minor Version Minor Version Patch Version Patch Version

28 Project Templates Customize project notification templates Customize project notification templates HTML & Text Version HTML & Text Version

29 Project Support Tables Customize dropdowns for a specific project Customize dropdowns for a specific project Request TypesRequest Types Response TypesResponse Types Event TypesEvent Types Request ModulesRequest Modules Cost TypesCost Types Change Log TypesChange Log Types Requirement TypesRequirement Types

30 Users Users may be associated with multiple companies and each companys projects Users may be associated with multiple companies and each companys projects Role Role System AdministratorSystem Administrator Regular UserRegular User


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