ProjectTRACKER Help - Users

Users View (Normal Users)

The User Admin view gives information about the user name, title, assigned location visibility, associated -group, -team, -access rights and allows to change the user password1). You need to confirm the password in the Confirmation input field to avoid password typos.

The Efficiency field shows the setting of the users net capacity - means the percentage of time this user can work on a project without doing “Operation” tasks or other non added value activities. When moving the mouse over this field the measured capacities from Efforts in relation to the Top Level Groups are shown. The capacity values are calculated over all active Programs and Tasks for the current default year or current year when not set.

Note: Access rights on the right side are only visible for users with team, project leader or admin user rights.

Users View (Team Leaders)

Note: Only the ProjectTRACKER administrator and team leaders can see and use the user administration page.

The Users view allows basic user administration tasks:

Clicking on the Manage User Rights link changes to the User Rights view.

Users Rights View

Note: Only the ProjectTRACKER administrator and users with team leader role can see user rights and only the ProjectTRACKER administrator can set user rights!

This view allows the setup of all user relevant access rights.

Clicking on the Manage Users link changes back to the Users view.

Search User

User User name filter.
Title User title filter.
First Name User first name filter.
Last Name User last name filter.
Group User group filter.
Location User location filter.
Orga ID Organizational identification filter.
User ID User ID filter.
Show Inactive When set also all inactive, and normally hidden users are shown.
excel3.jpg Export current user data to MS Excel sheet.
Opens the Reports page showing all reports including 3 in the report view.
RO .. ReportShow only selected user rights.

Users Inline Report

The users inline report with the name _Users Page Report is shown right to the Search User form when defined by a user with “Report” rights.

Users Input Grid

ID2) Internal User ID. By clicking the ID only this user will be selected.
Group3) User group name. Note: When using the placeholder '#' in a group name (e.g. E1#) ProjectTRACKER will automatically insert the next available group name (e.g. E15). See also Group Format.
Name4) User short name.
Record Owner5)6) Owner of the user record.
First Name7) First name of user.
Last Name8) Last name of user.
Title9) User title.
Orga ID10) Organizational identification of user.
Location11) User location / site.
Absence Number of user holidays for current year. Clicking on the number opens the Absence page for this user.
Efficiency12) The user efficiency, means the percentage of the total available working time of this user available to work on added value tasks (e.g. not belonging to “operation” tasks). The value should exclude holidays or absence times - these are planned in Absence. When moving the mouse over this field the measured capacities from Efforts in relation to the Top Level Groups are shown. The capacity values are calculated over all active Programs and Tasks for the current default year or current year when not set.
Active13) Set user to active / inactive. An inactive user is not visible in other ProjectTRACKER pages, e.g. user / resource selection lists. An inactive user cannot login into the system. Note: In case a user logs in three times with the wrong password the user is also set to inactive.
Password Field to enter / change user password14).
D/W Delete / Write indication. In case a check box is available you can delete the user. When you move the mouse cursor over the field a tool tip shows the owner of this record.
Indicates the record is write protected. To still write to your own records choose another filter criteria to reduce the list to entries you are allowed to write.

Note: Clicking on the checkbox will set or reset the values in all lines. To overtake the settings you have to press the Update button!

User Rights Input Grid

ID15) Internal User ID. By clicking the ID only this user will be selected.
Group16) Shows user group name.
Name17) Shows user short name.
First Name18) Shows first name of user / user.
Last Name19) Shows last name of user.
Title20) Shows user title.
Orga ID21) Organizational identification of user.
User Group22) Group the user belongs to:
Admin A administrator has full access to all pages and functionalities of the ProjectTRACKER. Several users can have Admin rights, but only one user selected by the ProjectTRACKER PHP admin has complete access to all functionalities (e.g. Maint page).
ProjectLead A project leader can access Programs, Tasks and Scrum and other pages depending on the user access rights. He cannot administrate other users. Typically a ProjectLead has no team assigned.
TeamAdmin A team leader / administrator - can access Programs, Tasks and Scrum and other pages depending on the user access rights. In addition he can see and change data from users and administrate users belonging to his team defined in User Team.
User A normal user of the ProjectTRACKER can see only the pages Login, Logout, Efforts, Reports, Setup, Absence, Users23) and View.
User Team24) Team the user belongs to. A TeamAdmin users exactly can see and change data only from these users, which belong to their team. The same is valid for the administration of these users. Team dependencies can be hierarchical, means a team can consist of further teams. The max. hierarchical level can be defined via the PHP constant TR_TEAM_LEVEL and is set to 3 per default. For further details see Access Rights.
Read-Only User can only read information in the ProjectTRACKER. All save buttons and possibilities to change data are disabled for this user. The user is only allowed to change his program View.
Write The user can write also to a record, which does not belong to him or his team defined in User Team.
Write Group The user can write also some program / task record data (e.g. descriptions), which does not belong to him, but to his team defined in User Team.
Create The user can create new Programs or Tasks.
Delete The user can delete a record, which does not belong to him or his team.
Delete Own The user can delete his own records or records belonging to his team.
Plan The user can access and use the page Plan.
Scrum The user can access and use the page Scrum.
Estim. The user can access and use the page Estimates.
Sched. The user can access and use the page Schedule.
Own Task The user can modify tasks where he is defined as task owner.
Baseline The user can create / delete baselines in the Plan page and can modify the Task History / Trending.
Site The user can do activities distributed over several sites / locations, like defining a users View. He is also allowed to Copy Task Allocation and Import Tasks from MS Project or CSV text files in the Auto page.
Report The user can create, modify or delete Reports. The user can only see his or reports from his team members.
Active25) Shows if user is active - see Users Input Grid.
View Opens the Team Visibility page where the site / location view means visibility of a user can be defined. A user can only see information, which is belonging to his site / location visibility, e.g. holidays from other users belonging to this site / location or team leaders can administrate team members belonging to these sites. If the view is not set, he will see only data belonging to his own site / location. When you move the mouse cursor over the field a tool tip shows the site location views the user has.
Note: Only users with “Site” access rights can open and modify the Team Visibility page.

Note: Clicking on the checkbox will set or reset the values in all lines. To overtake the settings you have to press the Update button!

Users Input Buttons

Update Store user entries.
Chown26) Makes the User Team user the owner of the user records.
Cancel Reload page without storing.
1) , 14) The users password is stored in an encrypted format in the ProjectTRACKER database - so even the database administrator cannot read your password!
2) , 3) , 4) , 5) , 7) , 8) , 9) , 10) , 11) , 12) , 13) , 15) , 16) , 17) , 18) , 19) , 20) , 21) , 22) , 24) , 25) Clicking on the headline will also sort the column
6) , 26) Only visible for system administrator
23) with Users View for normal users
 
tracker/users.txt · Last modified: 2012/09/23 16:57 (external edit)
 
Except where otherwise noted, content on this wiki is licensed under the following license:(C) 2012 ProjectTRACKER - A. Welz. All rights reserved.
Recent changes RSS feed Donate Powered by PHP Valid XHTML 1.0 Valid CSS Driven by DokuWiki