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Suggested changes in the Start Guide

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(@narayanaras)
Posts: 150
Active Member
Topic starter
 
[#5193]

The Start guide is a fantastic idea.

It is meant to work like a "data wizard" for people who are new to the ProjeQtor.

However, it is common for all types of users.
I suggest that it should have different types of content depending on who has signed in.

For example,

  • Only a senior manager would be authorized to set up profiles and access modes (these are policy matters),
  • A middle manager would be allowed to define, plan and monitor a project
  • A team leader would be allowed to assign work and supervise
  • A resource (developer, tester) does not need to bother with any of the above
  • Also, most people would need to customize the following default settings:
    1. Setting up calendar(s)
    2. Setting up profiles
    3. Setting up workflow
    4. Setting up teams
    5. Setting up access modes

    But the Start guide skips these properties. So they should be added (depending upon the role).

    Another aspect is that the project management does not require all fields.
    For example, the organization may decide to skip all operations related to the Contacts (e.g. communication, invoicing, collection).
    The tip should mark such non-mandatory fields as "(Optional)".


     
    Posted : 28 May 2018 11H16
    (@babynus)
    Posts: 14952
    Member Admin
     

    I suggest that it should have different types of content depending on who has signed in.

    Start guide is proposed only to Administrator.
    It is just a "how to start" guide, not "how to use" guide.

    Also, most people would need to customize the following default settings:
    1. Setting up calendar(s)
    2. Setting up profiles
    3. Setting up workflow
    4. Setting up teams
    5. Setting up access modes

    These are advanced settings, absolutely not needed to "start" as default configuration works fine to discover the tool.


     
    Posted : 28 May 2018 11H33
    (@narayanaras)
    Posts: 150
    Active Member
    Topic starter
     

    Oh ok, thanks!


     
    Posted : 28 May 2018 11H52
    (@narayanaras)
    Posts: 150
    Active Member
    Topic starter
     

    On second thoughts, I think it would be best if we have an article that describes a walk-through a typical project.
    I can write that.

    It would cover how a typical project is born in an organization, and then how ProjeQtor supports its SDLC.


     
    Posted : 28 May 2018 12H01
    (@babynus)
    Posts: 14952
    Member Admin
     

    typical project is born in an organization

    Unfortunately I'm afraid it's always different depending on organizations and existing processes


     
    Posted : 28 May 2018 16H22
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