Module Management

The Module Management allows to choose the module(s) that will appear in the interface.

This enables or disables a consistent group of features.

This screen is then accessible in the configuration menu.

Module management screen

The menu at the top of the page allows you to display all the modules or to display the modules corresponding to a part of the scope of the project management

When you have selected one of these menus, the modules are displayed below.

Click on a module to display its description, as well as the list of screens that will be activated or deactivated.

Disabling some modules will also hide reports, all related parameters and some fields.

For example, the project and activity expense fields are hidden when the financial/expense module is disabled.

Click on the checkboxes to enable or disable the module.

Modules and sub-modules list

• Planning

  • Meetings
  • Target milestone
  • Technical progress
  • Planning poker

• Ticketing

• Follow-up

  • Time tracking
  • Todo list
  • Checklist
  • Voting

• Financial

  • Expenses
  • Incomes
  • Financial situations
  • Revenue management
  • Tokens on tickets

• Steering

  • Asset management
  • Risks
  • Requirements
  • Mail
  • Project analysis
  • Customer Relationship Management

• Product
• Translation request

• Human ressource

  • Leaves management
  • Skill management

• Documents

• Organizations

  • Budgets on the organizations

• Cloned environments
• Activity stream
• Notifications.

Note

Each module can be installed independently.

Access Rights

This section allows the fine management of the rights as well as the management of the modules

Profiles

The profile is a group of rights. Each with specific access rights to the database.

Thus, each user is linked to a profile which defines the data that he can see and possibly manage.

See also: Concept

Profiles screen

Value of Field “Name”

• The value of field “Name” is not the name displayed, but it is a code in the translation table.
• The value of field “Name” must be a significant name and must not contain spaces or special characters.
• The name displayed at right of the field is the translated name.
• when the new profile is created, it appears in the list of existing profiles in the list box.
• It remains between square brackets because it does not exist in Translatable name.

Profile description with translatable name

Tip

Ideally, the value of the field should start with “profile” to be easily identified in the translation table.

The restriction zone offers two types of restriction:

• By type based on ProjeQtOr elements (actions, activities, invoices, catalog …)
• By product versions

More details: Restriction types

Required Field

Field	Description
Id	Unique Id for the profile.
Name	Name of the profile.
Profile code	A code that may be internally used when generating emails and alerts.
Sort order	Number to define order of display in lists.
Closed	Flag to indicate that profile is archived.
Description	Complete description of the profile.

Field Profile code

• ADM: will designate administrator.
• PL: will designate project leader.

Access to forms

This settings screen allows you to define access to the element screens for each profile.

Users who have access to this screen cannot modify their own screen access rights.

The checkbox is read-only to make sure that at least one profile can always access it.

Only another profile with access to the screen will be able to uncheck this box.

Access to forms screen

• Click the checkbox to allow or revoke access to a profile screen.
• Click to open all sections
• Click to close all sections

Access modes

The access mode defines a combination of rights to Created, Read, Update or Delete items.

It’s the CRUD RIGHTS

Each access is defined as scope of visible and/or updatable, that can be, by kind of elements.

Project dependant

By default, ProjeQtOr offers 10 different access modes.

Each access defines the visibility that can be applied by type of elements dependent on a project (activity, ticket, action, …).

You can choose from several levels of visibility for each CRUD entitlement.

• No element: No element is visible and updatable.
• Own elements: Only the elements created by the user.
• Elements he is responsible for: Only the elements the user is responsible for.
• Elements of own project: Only the elements of the projects the user/resource is allocated to.
• All elements on all projects: All elements, whatever the project.

Value of Field “Name”

• The value of field “Name” is not the name displayed, but it is a code in the translation table.
• The value of field “Name” must be a significant name and must not contain spaces or special characters.
• The name displayed at right of the field is the translated name.
• when the new profile is created, it appears in the list of existing profiles in the list box.
• It remains between square brackets because it does not exist in translatable name.

Tip

Ideally, the value of the field should start with “accessProfile” to be easily identified in the translation table.

Required Field

Field	Description
Id	Unique Id for the access mode.
Name	Name of the access mode.
Read rights	Scope of visible items
Create rights	Scope of possibility to create items.
Update rights	Scope of updatable items.
Delete rights	Scope of deletable items.
Sort order	Number to define order of display in lists
Closed	Flag to indicate that access mode is archived.
Description	Complete description of the access mode.

Not project dependant

The non-dependent elements of a project, such as organizations, parameters, lists of values, tools or even controls and automatisms can also be set with CRUD rights.

These elements must be visible. So the reading right is granted on a basic basis.

ProjeQtOr offers 5 different access modes where you can define creation, update and deletion rights.

• Yes: allows the right to …
• No: does not allow the right to …
• Own elements: Only the elements created by the user.
• Elements he is responsible for: Only the elements the user is responsible for.

You can then define a mode corresponding to the visibility rights that you wish to grant on each profile in the access to data not dependent on the project.

Access to data

This screen allows to set element access mode for each profile.

Allows to define scope of visibility and/or updating of data in elements for users and resources.

• Click on to open all the sections
• CLick on to closed all the sections

Project dependant

This screen is only for the elements reliant on a project.

For each element, selected the access mode granted to a profile.

Access to data (Project dependant) screen

Not project dependant

This screen allows to set for each profile, elements access rights. Allows to grant access rights (read only or write) to users, to data on specific elements. This screen is only for the elements not reliant on a project.

For each element, select the access rights granted to a profile.

Some features do not have a manager or are not linked specifically to a user profile, like messages, tools or even environmental parameters.

Certain access modes are therefore not offered in the drop-down lists on certain elements of this screen.

Access to reports

This screen allows to define report access for each profile. Users belonging to a profile can see the corresponding report in the report list. Reports are grouped by report categories

• Click on checkbox to permit or revoke access to the report for a profile.
• Click on to open all the sections
• CLick on to closed all the sections

Document rights per directory

You can define the access rights to documents according to the profile at each level of the document directory tree.

By default, all values are initialized for each existing directory from the existing values in the “Project-dependent access to data” rights screen.

Specific access

This screen groups specific functionalities options. Users belonging to a profile can have access to the application specific functions. Depending on options of functionality, allows to grant access rights, to define data visibility or to enable or disable option.

For each option, select the access granted to a profile.

Access to resource data

This section allows to:

• Defines who will be able to see and update real work for other users.
• Defines who can validate work for resource.
• Defines who have access on Diary for resources.
• Defines who, as a resource, can subscribe to survey for users.
• Defines who have access on Reports for resources.

Note

Validate real work: in most cases, it is devoted to project leader.

Work and Cost visibility

• This section defines for each profile the scope of visibility of work and cost data on project and activity for example.

Assignment management

• This section defines the visibility and the possibility to edit assignments (on activities or else).

Display specific buttons

• This section defines whether some button, checklist, job list will be displayed or not (if defined).

  Display of combo detail button

  • This option defines for each profile whether the button will be displayed or not, facing every combo list box.
  • Through this button, it is possible to select an item and create a new item.
  • This button may also be hidden depending on access rights (if the user has no read access to corresponding elements).

  Multiple update

  • Defines the possibility or not to change one or more criteria for one or more selected rows at a time

Conditional display

• This section allows you to view the voting table in the voting section of the ticket details tab.

  Voting tables

  The voting table must display the real name of the voters, the number of points awarded to the selected item, their user name and the name of the client to which the user belongs.

  

  Name of voters

  If you don’t want to see or display so much detail, you can only display the names of people who voted on this item.

  

Planning access rights

• This section defines access for each profile to planning functionality.

Monthly consolidation of projects

• This section defines the right for each profile if it can validate and / or block the allocations of the resources of a project for a defined month.

Unlock items

• This section defines for each profile the ability to unlock any document or requirement.
• Otherwise, each user can only unlock the documents and requirements locked by himself.

Reports

• This section defines for each profile the ability to change the resource parameter in reports.

Financial

• This section defines for each profile the possibility of modifying the financial situations or of being able to automatically generate a project expense.

Specific update rights

• Defines for each profile the ability to manage all notes.
• Defines for each profile the ability to delete attached files.
• Defines for each profile the ability to force delete items.
• Defines for each profile the ability to force delete items with real work.
• Defines for each profile the ability to force close items.
• Defines for each profile the ability to update creation information in the header of the details area.
• Defines for each profile the ability to mention or not the components on a ticket.
• Defines for each profile the ability to update the left work on assigment section and timesheet.
• Defines for each profile the ability to work on tickets
• Defines for each profile the ability to manage the votes.
• Defines for each profile the ability to impose a layout on other users.
• Defines for each profile the ability to create tags on projects, tickets and activity.

Limit visibilty to resources

• By profil, allows to restrict or not the number of resources displayed, by organizations or own team, on resource lists.
• By profil, allows to restrict or not the number of resources displayed, by organizations or own team, on resource screen.

Limit visibility to organizations

• By profil, allows to restrict or not the number of organizations displayed, by organizations or own organization, on organization lists.
• By profil, allows to restrict or not the number of organizations displayed, by organizations or own organization, on organization screen.

Translatable name

For profiles and access modes, the value of field “Name” is translatable.

The field “Name” in screens Profiles and Access modes is not the name displayed, but it is a code in the translation table.

The name displayed at right of the field is the translated name.

The translated name depends on user language selected in User parameters screen.

Note

If translated name is displayed between square brackets [ ], then the value of field “Name” is not found in the translation table.

Translation table files

• In ProjeQtOr, a translation table file is defined for each available language.
• The files are named “lang.js” and are localized in a directory named with ISO language code.
  • For instance: ../tool/i18n/nls/fr/lang.js.

How to modify the translation file?

• You can edit file “lang.js” to add translation of new value or to modify the existing value translation.
• Or, you can download Excel file named “lang.xls”, available on ProjeQtOr site. You can modify the translation tables of all languages and produce files “lang.js”.