Easy Project

Description

iProject Web is a feature rich and easy to use project management and task management software. It helps to organize effective project team communication and project document tracking.

Features:

1. Task status tracking
2. User and role management.
3. Task history tracking
4. Risk management.
5. Email notifications.
6. Mailing lists.
7. Advanced file management
8. Different styles for admin and front-end parts of the site.
9. Lightweight ajax design
10. Knowledge base.
11. Custom fields.
12. Online help system.
13. Advanced GUI.
14. Advanced data filtering.
15. Advance data navigating.
16. Suggestion lists and quick information windows.

!!! Important !!!
For those who upgrade from iProject Web 1.0.x.x version.
1. Please notice your file folder name found at iProject Web -> [Application ]Settings -> File Folder
2. Manually copy all the files from the ‘files’ folder to [wp-content]/plugins/iprojectweb_templates/’files’ folder

Screenshots

Installation

• Upload and install iprojectweb using standard WordPress installation procedure.
• Activate the plugin in the Plugins menu. It may take several seconds.
• After the program is installed, you will find the iProject Web menu in the Admin Panel.
• The application will connect to your admin account, and you will be provided with superadmin credentials.
• Play with the sample data as long as you want and then delete it.

FAQ

1. How to run iProject Web from the site front-end?

To do that add a shortcode [iprojectweb_frontend] to any page or post. When setting the page attributes we suggest using a one-column or full-width page template if your theme supports this feature.

2. Which objects are supported by the current version of iProject Web

Currently we support the following objects:

Projects

The Project object holds the high level project information: Project specification, lists of project tasks, project risks, files and mailing lists. This object also support status change and user comment email notifications.
Projects have 4 custom fields allowing to customize this object for particular business needs. Project field 1 and Project field 2 are links to database objects.

Object Fields:

• Manager

  A project manager. Once someone is assigned as Project Manager he or she gets a virtually full access to all project objects.
  Though, there are several operations which project managers are not able to perform: they are not able to ‘un-assign’ themselves, project managers also are not able to transfer project tasks between projects.

• Status

  A current project status. Project statuses are flexigle objects allowing to filter out completed and closed projects from the project view. Click See also to find out more.

• Start date

  A project start date.

• Finish date

  A project finish date.

• Project field 1

  A custom project field. This field is linked to the Project Field 1 database object.

• Project field 2

  A custom project field. This field is linked to the Project Field 2 database object.

• About

  Project description

• Team

  A list of the project team members.

• Tasks

  A list of the project tasks.

• Risks

  A list of the project risks.

• Mailing list

  A list of users who will receive project email notifications when a new comment to the project is added or the project status is changed.

• Project files

  A list of files associated with this project

• Project field 3

  A custom project text field.

• Project field 4

  A custom project text field.

Tasks

This object is responsible for the project task management process.
It allows setting both planned and actual taks deadlines and effort, task responsible and taks status.

Object Fields:

• Project

  A project to which the task belongs.

• Priority

  Priority

• Status

  A task status.

• Type

  Task type.

• Responsible

  A responsible person.

• Planned deadline

  A planned task deadline.

• Planned effort

  A planned task effort.

• Actual deadline

  An actual deadline.

• Actual effort

  An actual effort.

• Mailing list

  A task mailing list.

• Task files

  A list of task files.

• Task mailing lists

  A task mailing list.

• Title

  hlp tasks title

Risks

The risk object used to simplify the project Risk Management process.

Object Fields:

• Type

  Risk Type. This attribute is especially useful at the time of risk indentificaiton, as it holds a risk taxonomy, which allows to consider all possible risk sources.

• Status

  Risk Status. Allows to manage the project risk lifecycle.

• Impact

  Risk Impact. Use this field to indicate how important the risk is.

• Object owner

  A project team member responsible for risk handling

• Strategy

  This project rist attribute allows to indicate how to handle the risk.

• Probability

  A risk probability. High or low. This attribute is very useful when it is necessary to review the project budget and schedule.

• Project

  A project to which the risk belongs.

• Risk description

  Risk definition.

• Mitigation plan

  Risk mitigation plan description. It is always better to plan mitigation actions upfront.

• Mailing list

  The list of people who should be notified if something is changed.

• Risk mailing lists

  The list of people who should be notified if something is changed.

• Title

  hlp risks title

Users

Main object to store project team member profile information.
The object has four custom fields allowing its tuning different project team needs. The User Field 1 and User Field 2 fiels are links to database objects and are very useful for list attributes such as statuses and types.

Object Fields:

• First name

  First name

• Last name

  Last name.

• Role

  User’s role. This field is not the same to project roles. While project roles are about which kind of work a project member performs, User Role rather defines general access rules to iProjectWeb interface.
  Admins have full access to everything.
  Guests do not have any accesses to anything.
  Project Managers have wider access rights to Risks objects and Project lists.
  People having a Project Manager role have a special project list view.
  It is essential to note that iProjectWeb highly relies on the ‘ownership’ model. This means that once a person becomes an ‘owner’ of project objects (project, task or file) he or she gets a full access to these items.

• Site user

  Allows linking a site user profile to the project team member profile.
  In order to establish the link just begin typing a site user name.
  This field is a suggestion list, so sooner or later it will find the necessary site user profile to connect with.

• Object owner

  A user who has rights to change this profile information (but admins). By default, it should be the user himself.

• Date of Birth

  Date of birth. This field may be changed to have a kind of ‘Employed from’ meaning.

• Email

  User’s email address. This address is used to send project-related email notifications.

• Email 2

  User’s secondary email address.

• Mobile

  User’s mobile phone number.

• Phone

  User’s phone number.

• Skype id

  User’s Skype id.

• About

  Several words about the user. This text is displayed in the read only user profile view, which is accessible PM and Team member roles.

• User type

  A type of user. Another field which can be easily customized to suit particular project types.

• Photo

  This field allows to upload a photo as well any other image of JPG format to the profile.

• Thumbnail

  By default thumbnails are generated from the Photo images. They also may be downloaded separately.

• User field 1

  A custom user profile field. Genders are given as a sample. This field takes its value from the database and is
  linked to the User Field 1 database object.

• User field 2

  A custom user profile field. This field takes its value from the database and is linked to the User Field 2 database object.

• User field 3

  A custom user profile text field.

• User field 4

  A custom user profile text field.

• Project teams

  A list of project teams which the user is a member of.

• Project mailing lists

  A list of project mailing lists the user belongs to.

• Task mailing lists

  A list of task mailing lists to which the user belongs.

• Risk mailing lists

  A list of risk mailing lists to which the user belongs.

Files

File management view.
Provides direct access to project files, task files, and user images. Allows to remove files from the file storage.

Object Fields:

• Documents

  A type of a document associated with the file.

• File type

  A document field associated with the file.

• Doc. id

  An id of a document associated with the file.

• Name

  A file name used when the file is being uploaded or downloaded.

• Size

  A file size.

• Web

  Indicates whether the file is accessed directly from the web server directory.
  The direct access to files is useful when a file content is not sensitive and it is better to allow browsers to store the file in cache. Photo pictures is a good example.

• Real Name

  A filesystem file name.

• Object owner

  A person who uploaded/owns the file.

Priorities

The Priority object is indented to simplify Task prioritization and to share the same priority understanding across the project teams.

Project field 1

Project field 1 – a custom project field object.
This object may be used as:
– Project type: internal or external.
– Project size: big, medium or small.
– Project priority: high, medium, or low.

Project field 2

Project field 2 – a custom project field object.
This object may be used as:
– Project type: internal or external.
– Project size: big, medium or small.
– Project priority: high, medium, or low.

Project files

Files associated with a project.
These may be:
– Product requirements specifications.
– Business cases.
– Project status reports.
– Project contracts.

Object Fields:

• Object owner

  A file submitter or a file owner.

• Date

  A file upload date.

• Project

  A project to which the file belongs.

Project roles

An object representing a project role.
The final project role lists highly depend on business you run.

Project statuses

A list of project lifecycle phases.
Good life cycle examples may be found in the following articles:
– Systems development life-cycle
– Product lifecycle management

Risk impacts

The first part of the Risk probability/Risk impact dimensions.
See the Composite Risk Index wikipedia article to read what this is about.

Risk probabilities

The second part of the Risk probability/Risk impact dimensions.
See the Composite Risk Index wikipedia article to read what this is about.

Risk statuses

Risk statuses reflect the Risk management method you are going to apply in your organization.

Risk strategies

Risk management strategies.
All techniques to manage the risk fall into one or more of these four major categories:
– Avoidance (eliminate, withdraw from or not become involved)
– Reduction (optimize – mitigate)
– Sharing (transfer – outsource or insure)
– Retention (accept and budget)
See the Potential risk treatments wikipedia section for more information.

Risk types

Risk types highly depend on the busines you run.
The main goal of this object is to simplify Risk identification

Task files

Files associated with a task.
These may be:
– Task specifications.
– Client reports.
– Defect reports.

Object Fields:

• Date

  File upload date.

• Object owner

  A file submitter or a file owner.

• Task

  A task the file object belongs to.

• File

  A file download link.

Task statuses

A list of Task lifecycle steps.

Task types

A list of Task Activities

User field 1

A custom user attribute.

User field 2

A custom user attribute.

User types

This is a custom attribute which just allows having an addtional paramenter of user segmentation.

Reviews

Contributors & Developers

Changelog

iProject Web. 1.2.10.4

• User saving bug is fixed

iProject Web. 1.2.10.3

• Support form is added
• Multiple less important fixes
• Notification approach is improved

iProject Web. 1.1.9.11

• Admin users deleting and changing restriction is added
• A link to a custom front-end style is added
• Short code bug is fixed

iProject Web. 1.1.10.3

• Several bugs fixed

iProject Web. 1.0.8.7

• File download function is fixed
• Direct menu call support

iProject Web. 1.0.8.11

• Help is added
• The link to the site user profile is fixed
• Application settings are extended
• Several bugs fixed