Easy Projects Manual

Easy Projects .NET

Revision # 4.0.11

USER DOCUMENTATION

? Logic Software Inc., 2003-2006

User Documentation for Easy Projects .NET (4.0)

TABLE OF CONTENTS

Welcome to Easy Projects .NET ....................................................................... 5

What is Easy Projects .NET? ............................................................................ 6

Who should use Easy ? ................................................................ 6

How Easy Projects .NET is Organized? ............................................................ 7

System Requirements ....................................................................................... 9

MS SQL Server..................................................................................................................... 9

Administration Overview................................................................................ 18

Roles and permissions......................................................................................................... 18 Creating a User ................................................................................................................... 19 Specifying Customer Details .............................................................................................. 21 Modifying an Existing User................................................................................................ 23 Editing User's Permissions ................................................................................................. 24 Deleting an Existing User ................................................................................................... 25 Managing Roles .................................................................................................................. 26 Creating a Role ................................................................................................................... 26 Modifying a Role ................................................................................................................ 28 Editing Role Permissions.................................................................................................... 28 Deleting a Role ................................................................................................................... 29 Managing Default Lists....................................................................................................... 30 Editing Status List............................................................................................................... 30 Editing Bug Type List......................................................................................................... 32 Editing Categories List ....................................................................................................... 33 Editing Priorities List.......................................................................................................... 33 Setting Options.................................................................................................................... 34 Specifying SMTP Settings.................................................................................................. 34 Changing Password............................................................................................................. 36

Project Management ....................................................................................... 38

Creating Projects................................................................................................................. 38 Setting Parameters .............................................................................................................. 39 Describing Project............................................................................................................... 40 Adding Members ................................................................................................................ 41 Auto-assigning users........................................................................................................... 42 Managing Project Billing Settings ...................................................................................... 42 Modifying a Project ............................................................................................................ 44 Editing the Status ................................................................................................................ 44 Modifying Project Member List ......................................................................................... 46 Modifying Project Members permissions........................................................................... 46 Deleting a Project................................................................................................................ 46 Duplicating a Project........................................................................................................... 47 Importing From MS Project................................................................................................ 48



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? Logic Software Inc., 2003-2006

User Documentation for Easy Projects .NET (4.0)

Quick Object Access........................................................................................................... 49

Tasks Overview .............................................................................................. 50

Creating Task ...................................................................................................................... 51 Importing Tasks from CSV................................................................................................. 52 Saving and Adding a Similar Record.................................................................................. 52 Attaching Documents.......................................................................................................... 53 Assigning Tasks .................................................................................................................. 53 Specifying Billing Settings ................................................................................................. 54 Nesting Tasks...................................................................................................................... 55 Setting Task Status.............................................................................................................. 56 Deleting Tasks .................................................................................................................... 57 Duplicating Tasks ............................................................................................................... 57 Using Message Board ......................................................................................................... 58 Using Task Filters ............................................................................................................... 60 Quick Object Access........................................................................................................... 61

Bugs................................................................................................................ 61

Submitting Bugs.................................................................................................................. 62 Assigning Bug..................................................................................................................... 63 Attaching Documents.......................................................................................................... 65 Setting Bug Status............................................................................................................... 66 Quick Object Access........................................................................................................... 66 Deleting a Bug .................................................................................................................... 67

Requests ......................................................................................................... 67

Submitting Requests ........................................................................................................... 67 Assigning Request .............................................................................................................. 69 Attaching Documents.......................................................................................................... 70 Setting Request Status......................................................................................................... 71 Quick Object Access........................................................................................................... 72 Deleting a Request .............................................................................................................. 72

Dashboard....................................................................................................... 72

Search ............................................................................................................. 73

Tracking Time ................................................................................................ 74

Adding Time Sheet Entries................................................................................................. 75 Viewing Time Sheet Entries ............................................................................................... 76 Deleting Time Entry ........................................................................................................... 77

Reports ........................................................................................................... 79

Generating Summary Reports............................................................................................. 79 Generating Resources Reports............................................................................................ 83 Generating Projects Reports ............................................................................................... 84 Generating Bugs Reports .................................................................................................... 88



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? Logic Software Inc., 2003-2006

User Documentation for Easy Projects .NET (4.0)

Generating Requests Reports.............................................................................................. 90 Generating Customer Reports............................................................................................. 91 Generating Billing Reports ................................................................................................. 93 Gantt Chart.......................................................................................................................... 95 Report generator.................................................................................................................. 96

Options ........................................................................................................... 99

Setting User Options ........................................................................................................... 99 Changing Password........................................................................................................... 100 Workflow History ............................................................................................................. 101 Email Notifications ........................................................................................................... 101

Appendix 1: Additional Troubleshooting Information ...................................105



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? Logic Software Inc., 2003-2006

User Documentation for Easy Projects .NET (4.0)

Welcome to Easy Projects .NET

Easy Projects .NET is a simple to use and efficient Web based system, which allows you to manage your software development projects. Easy Projects .NET is simple to install, deploy, learn and use. As compared to other similar products and applications, Easy Projects .NET requires very little time to learn and start using it.

Easy Projects .NET provides the following benefits:

Improves Team Productivity ? Enables team members to find up-to-date project information online, in real-time. ? Reduces paperwork. ? Enables you to maintain a centralized data warehouse, which helps to speedup the project related data search. ? Decreases customer support response time by implementing task auto-assign feature. ? Reduces employees' idle time by providing them with a complete tasks schedule and a project development plan.

Decreases Expenses and Increases Profits ? Enables you to spend less time preparing quotations and estimates by allowing you to use data history from the previous projects. ? Greatly reduces Project Manager's workload by eliminating micro-management of routine tasks. ? Decreases Time Sheets processing time. ? Requires less training and adaptation time with an easy-to-use and intuitive interface. ? Enables you to create more accurate customer quotations and bills. ? Improves resource management using more accurate Time Sheet data.

Facilitates Team Communication ? Each project member can share files and notes with other team members. ? Email notifications keep project members updated with the current information in real-time. ? Message boards provide the project team, including the customer, with an opportunity to discuss any task or issue regarding the project and keep a log of that discussion.

Web-based System Available 24x7, 365 Days a Year ? Easy Projects .NET can be accessed anytime, anywhere from any Internet-connected computer. ? Easy Projects .NET is compatible with all major Web-browsers. ? Enables the team members to collaborate effectively regardless of their work location. ? If you are outsourcing your projects overseas and trying to use the "Follow-the-Sun" technique, Easy Projects .NET will be an indispensable tool for you.



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