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dProject User Interface

dProject User Interface

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Published by Jan-Erik Finlander
User Interface
User Interface

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Published by: Jan-Erik Finlander on Apr 27, 2009
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dotProject Version 2.0.2 Basic User ManualSection 1: dotProject User InterfaceDe Bortoli Wines
Table of Contents
dotProject Overview.........................................................................................................................................2Basic User Manual Overview...........................................................................................................................2The User Interface............................................................................................................................................2Logging Into dotProject................................................................................................................................2The Main View.............................................................................................................................................3User Tools...............................................................................................................................................3Module Header........................................................................................................................................4Work Area...............................................................................................................................................4Using Greyed / Selection Fields..............................................................................................................4Using the Pop Up Calendar....................................................................................................................5Collapsible Tasks....................................................................................................................................5Filters .....................................................................................................................................................5Crumb Trail..................................................................................................................................................6Today / Todo Views.....................................................................................................................................7Basic Views.............................................................................................................................................7Todo View...........................................................................................................................................7Today View.........................................................................................................................................8Today and ToDo Views - Task Details...............................................................................................9Today and ToDo Views - Task Options............................................................................................10Today and ToDo Views - Update Tasks...........................................................................................10Today and ToDo Views - Key..........................................................................................................10Today View Header..........................................................................................................................11Today View - Monthly Calendars.....................................................................................................11Today View - Events Display............................................................................................................12Today View - Today's Tasks............................................................................................................13My Info.......................................................................................................................................................14Edit this User....................................................................................................................................15Change Password ...........................................................................................................................16Setting Your Default Preferences..........................................................................................................16Locale Setting ..................................................................................................................................16Tabbed Box View.............................................................................................................................16Short Date Format............................................................................................................................17Time Format.....................................................................................................................................17Currency Format...............................................................................................................................17User Interface Style..........................................................................................................................18User Task Assignment Maximum ....................................................................................................19Default Event Filter...........................................................................................................................19Task Notification Method..................................................................................................................19Task Log Email Defaults...................................................................................................................19Task Log Email Subject....................................................................................................................19Task Log Email Recording Method..................................................................................................19Owned Projects Tab.........................................................................................................................20Projects Gantt Tab............................................................................................................................20User Log Tab....................................................................................................................................20Permissions Tab...............................................................................................................................20Roles Tab.........................................................................................................................................20
dotProject Basic User Guide v2.0.2 compatiblePage 1Document Version 1.2
 
dotProject Version 2.0.2 Basic User ManualSection 1: dotProject User InterfaceDe Bortoli Wines
dotProject Overview
dotProject is a Project Management System which provides on-line collaborative management of scheduledworkloads. Project management is the discipline of defining and achieving targets for an organisation,whilst optimising the use of resources (time, money, people, equipment, space, etc.). On-line collaborationprovides facilities for multiple people who are working simultaneously on projects to be able to monitor their workload, provide central updates on progress and accumulate supporting information in relation to theproject.
Basic User Manual Overview
This user manual has been created for for De Bortoli Wines to provide an outline of the day to day use of dotProject for generating projects, tasks and events, and then managing those items.We have provided details and indicators of how to do certain things within dotProject where appropriate.We've opted not to provide detailed instructions on how to complete every field within dotProject however as this would make this manual incredibly big and in most cases completion of field level elements is fairlyself-explanatory. What we have done in this manual is provide you with an indication of why certainelements are used and how they interact with the rest of the system.
The User Interface
The basic user interface for dotProject remains the same regardless of the screens / functions you areusing.
Logging Into dotProject 
Before you can do anything else, you must login to dotProject. Using your web browser application, youshould go to your internal Intranet page that includes the dotProject links:<TO BE COMPLETED>Select the dotProject Link and you will bepresented with a login screen similar to this.Enter the username and password that youhave been assigned in the relevant fields,remembering that the password will show as aline of ****** as a security precaution.You might find it useful to bookmark this address.You'll also see that the current dotProject version is shown at the bottom of your screen. Thiscan be important if you are ever asking the dotProject team directly for assistance
dotProject Basic User Guide v2.0.2 compatiblePage 2Document Version 1.2
Illustration 1: Login Box 
 
dotProject Version 2.0.2 Basic User ManualSection 1: dotProject User InterfaceDe Bortoli Wines
The Main View 
When you login to dotProject you are automatically presented with a default main module. This module canvary on all installations, but the surrounding information will always remain the same, and that is what wewill discuss in this part of the Manual.The New Item Box can be used to jump directly to creating new items as follows:CompanyCreate a New Company Entry as outlined in the sectionCompany Structurebelow.ContactCreate a New Contact Entry as outlined in the sectionContacts and Usersbelow.EventCreate a New Calendar Entry as outlined in the sectionCreating a Calendar of Eventsbelow.FileCreate / Upload a file to a project as outlined in the sectionAdding Documents andFilesbelow.ProjectCreate a New Project as outlined in the sectionBasic Project Informationbelow.
User Tools
dotProject Basic User Guide v2.0.2 compatiblePage 3Document Version 1.2
The top line of the screen (under the installationname line) lists all of the available modules in your installation. The contents of this list, and the order inwhich they appear, may vary from this example.
New Item Box
At the extreme right handedge of the module listingbar there is a small dropdown box which defaults tothe display – New Item.Directly under the module line there is a line which includes your name on the extreme left h
 
and side of the screen and a series of tools that are available to you on the right hand side of the screen. These toolsare all explained in the related pagesMy Info Todo and Today View. Logout is self-explanatory – it logs you out of dotProject.

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