Implementing po/core configuration

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Core configuration

  • Mapping users to]po[ roles
  • Permission settings
  • Identify user and assign them to ]po[ roles
  • Adjust Categories
  • Parameters

Mapping users to ]po[ roles

Usually every active user in the system should be in exactly one of the groups:

  • Employees
  • Freelancers
  • Customers


- Menu Configuration: Disabling unnecessary tabs - Portlet Components: Disabling unnecessary portlets - Permission GUI: Setting permissions on the "Finance" 

 tab for Admins and Senior Managers to show the general 
 concept of Menu permissions

- User Matrix - User Profiles: Complete explanation of all profiles - DynFields: Example configuration of a new "enterprise_group_id" 

 field for customers, allowing to group customers together

- Short explanation of DynViews - Localization GUI: Explaining the basic L10n WF with 

 green, yellow and red icons

- Cost Centers: Deciding to reduce CCs to only 3 for the 

 multi-company setup with EconoMedic and Oberender & Partner

- Material Configuration: No decision yet. 

 Explaining the importance of materials as "service types"
 in the effort based invoicing process

Session II

- Delete Demodata - SysAdmin is not deletable

- Configure "Internal" Company

- Disabled all PortletComponents for "intranet-trans*"

- Cost Center Configuration: - Deleted all CCs except for "The Company" - Removed Referential Integrity contstraints from users in order to delete the CCs... - Watch Out: CC "Code" has special format - Profit Center: For Profit recognition - Cost Center: Only costs will appear - Department? Should the CC appear in the Employee's drop-down box for departments?

- Materials - Discussion: Material is associated with TimesheetTasks and not with the individual logged hour - Solution: Set the material per project task. In cases where consultants with different "materials" (juniors/seniors) perform the same task, it is necessary to duplicate the task for the different materials. - Alternative Solution: There is an extension in ]po[ (enable: set HourLoggingWithMaterialsP to 1) allowing users to specify the material per day. However, this extension may not 100% work with ]po[ V3.4.0 - Explanation Tasks, Materials & CCs: - Project _tasks_ can be assigned each to a different CC, allowing to model cross-organizational projects. However, currently there are no reports or other evaluations taking advantage of this data.

- Configure Currencies - Set default currency: Admin -> Parameters -> intranet-cost and edit the parameter "DefaultCurrency" - Set active currencies: Admin -> Exchange Rates -> Manage Active Currencies

Category Configuration

- Status: Follows/controls the lifecycle of the object - Type: Define sub-types of objects, controlling DynFields 

 and reporting

- Category Hierarchies: Is-A 

 Example Milestones: Milestones appear in the MilestoneListPage.
 You can show all "Consulting Projects" in this page if you 
 configure the "Consulting Project" category as "is-a" Milestone.


- Project Status: - Should CRM and Presales part of the project cycle (create project in status "potential"), or should a project only represent

- Potential Stati: - CRM Question: - How many offers are written? - What percentage of the offers were successful? - How much time did the sales team waste on unsuccessful quotes?

- Closed-Stati: - What percentage of projects did have an abnormal ending? (either the customer of the provider canceled or abandoned the project)?

Project Type:

- Disabled Translation projects - Disabled Release Management (Software Release Item & Software Release) - Disable Bug Tracking Integration (Bug Tracker Container & Bug Tracker Task) - Disabled Helpdesk (Ticket & Service Level Agreement) - Disabled Unknown (all projects are consulting projects) - Enabled: "Other" for auxillary internal tasks, ... - Disable Consulting project in order to replace them with other types


Absences:

- Status: Default OK (basic approval WF configuration) - Type: - Question: Absences are a kind of replacment for loggin hours to a project. So the question is: Do we want to introduce special type of project for training, sickness, vacation, or model these type of activities as absences? - At the end, all emplyoee's time should be accounted for, either as an absence or as logged hours. The number should match the monthly working time, multiplied with the employee's availability percentage (there are reports about productivity that need these data to work correctly). - Apart from that: It's OK not to log non-productive time ("Beach") on any project. However, in this case it is not possible to distinguish between bad time logging behaviour and unproductivity... Many organization have big trouble "incentivizing" employees to log their hours consistently... - Maximize billable hours: Require emplyoees to log all hours in order to avoid "loosing" delivered hours. - Travel: All travelling is project releated, so the time should be logged on a project. - A decision agains a "hard" timesheet logging behaviour is OK. It may be reasonable in case of a "soft" organization culture and low margin pressure.

Company Status

- There are companies doing CRM on projects, while other companies 

 perform CRM on "companies". This usually depends on the type of
 projects being performed (many small projects. vs. few big projects)

- If your company does CRM on projects then you can disable the 

 "potential" customer stati.

Company Type

- Used to classify customers, mainly for checking revenues and 

 profit & loss per customer type.

- CustOrIntl controls whether a company of that type is included 

 in the list of potential customers for a project.
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