Projects management

The services and the tasks management in Tiny ERP is organized in projects. These projects are hierarchically structured without levels limits. You can obtain the list of all the projects in progress via the menu: Projects > All Projects, or Projects > All Projects > My Projects to obtain only the projects list for which you are the responsible.

The following figure presents the demonstration projects configured during the first Tiny ERP installation:

You can see there that the 'Tiny ERP intergration' project was structured in 3 phases: study, development, installation. Each one of these phases is a fully project.

All the projects can contain a list of task to to do, those are split between the different project members. In the following chapters we will see how to define projects, tasks and how a good project management occurs.

Definition of a project

To create a new project, use the menu: Projects > All Projects > Modify Projects.

You have to allocate a project name, a responsible, possible end and departure dates as well as the project members.

In top on the left, you find the 'Active' field which allows to hide a project. It's preferable not to directly use this field but rather the button 'Activity Joined'. Indeed, this one will deactivate the project but also all sub-projects and associated tasks. Deactivate a project completely can be very interesting to create 'Types projects'. Indeed, create a type project and deactivate it. When you wish to make a new project on the basis of this type project, you have to to reactivate it and to duplicate it.

On the right 'Leader project', you have a check box 'Inform Leader Project'. If this box is tickeded, as soon as a task is closed for this project, the project responsible will receive an alarm via the request system integrated of Tiny ERP. This alarm contains all the linkss towards the project, the task and the user which did the work. This option is interesting at the time of critical projects where the project reponsible has to control the work done by the differents actors.

The planned and done hours are automatically calculated by Tiny ERP, these fields correspond to the sum of the hours planned and done in all the tasks of the project. If the project has sub-projects, you will find the accrued sum of all the lower levels than the project in the progress.

For each project, you can indicate an time sheet. This one is used automatically to calculate the tasks planning according to this schedule. You can use an existing schedule (magnifying glass icon) or create new (blank sheet icon). This field is optional, if you don't indicate any time sheet, the tasks planning is based over 8 working hours by day, bank holidays included. The following figure presents a work schedule from Monday to Friday with one hour of pause at twelve:

These schedules can also be defined in the human resources module via the module: Human Ressources > Definitions > Workgroups.

In the second 'Partner Information' tab, you'll find all information relating to the customer. An effect, a project can be attached to a customer but it isn't obligatory. If the project isn't specific to a customer, each task can also individually be attached to a customer.