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This shows you the differences between two versions of the page.

tracker:users [2010/08/06 21:57]
tracker:users [2012/09/23 16:57] (current)
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 +====== 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 password((The users password is stored in an encrypted format in the ProjectTRACKER database - so even the database administrator cannot read your password!)). 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 [[tracker:efforts|Efforts]] in relation to the [[tracker:naming#group_format|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.
 +
 +{{:tracker:tracker-users-normal.png?350}}
 +
 +//**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:
 +
 +{{:tracker:tracker-users.png?750}}
 +
 +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.
 +
 +{{:tracker:tracker-user-rights.png?750}}
 +
 +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. |
 +^ {{:tracker:excel3.jpg}} | Export current user data to MS Excel sheet. |
 +^ {{:tracker:print-pdf.png|}} | Opens the [[tracker:reports|Reports]] page showing all reports including //3// in the report view. |
 +^ RO .. Report|Show 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 =====
 +
 +^ID((Clicking on the headline will also sort the column)) | Internal User ID. By clicking the **ID** only this user will be selected. |
 +^Group((Clicking on the headline will also sort the column)) | 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 [[naming#group_format|Group Format]]. |
 +^Name((Clicking on the headline will also sort the column)) | User short name. |
 +^Record Owner((Clicking on the headline will also sort the column))((Only visible for system administrator)) | Owner of the user record. |
 +^First Name((Clicking on the headline will also sort the column)) | First name of user.|
 +^Last Name((Clicking on the headline will also sort the column)) | Last name of user.|
 +^Title((Clicking on the headline will also sort the column)) | User title.|
 +^Orga ID((Clicking on the headline will also sort the column)) | Organizational identification of user.|
 +^Location((Clicking on the headline will also sort the column)) | User location / site.|
 +^Absence | Number of user holidays for current year. Clicking on the number opens the [[tracker:absence|Absence]] page for this user.|
 +^Efficiency((Clicking on the headline will also sort the column)) | 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 [[tracker:absence|Absence]]. When moving the mouse over this field the measured capacities from [[tracker:efforts|Efforts]] in relation to the [[tracker:naming#group_format|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.|
 +^Active((Clicking on the headline will also sort the column)) | 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 password((The users password is stored in an encrypted format in the ProjectTRACKER database - so even the database administrator cannot read your password!)). |
 +^ 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. |
 +^ {{:tracker:ronly2.png}} | 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 =====
 +
 +^ID((Clicking on the headline will also sort the column)) | Internal User ID. By clicking the **ID** only this user will be selected. |
 +^Group((Clicking on the headline will also sort the column)) | Shows user group name. |
 +^Name((Clicking on the headline will also sort the column)) | Shows user short name. |
 +^First Name((Clicking on the headline will also sort the column)) | Shows first name of user / user.|
 +^Last Name((Clicking on the headline will also sort the column)) | Shows last name of user.|
 +^Title((Clicking on the headline will also sort the column)) | Shows user title.|
 +^Orga ID((Clicking on the headline will also sort the column)) | Organizational identification of user.|
 +^User Group((Clicking on the headline will also sort the column)) | 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. **[[tracker:maint|Maint]]** page). |
 +| **ProjectLead** | A project leader can access [[tracker:programs|Programs]], [[tracker:tasks|Tasks]] and [[tracker:scrum|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 [[tracker:programs|Programs]], [[tracker:tasks|Tasks]] and [[tracker:scrum|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 [[tracker:#login|Login]], [[tracker:#logout|Logout]], [[tracker:efforts|Efforts]], [[tracker:reports|Reports]], [[tracker:setup|Setup]], [[tracker:absence|Absence]], [[tracker:users|Users]]((with **Users View** for normal users)) and [[tracker:#view|View]].|
 +^User Team((Clicking on the headline will also sort the column)) | 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 [[tracker:rights|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 [[tracker:#view|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 [[tracker:programs|Programs]] or [[tracker:tasks|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 [[tracker:plan|Plan]]. |
 +^ Scrum |The user can access and use the page [[tracker:scrum|Scrum]]. |
 +^ Estim. |The user can access and use the page [[tracker:estimates|Estimates]]. |
 +^ Sched. |The user can access and use the page [[tracker:schedule|Schedule]]. |
 +^ Own Task |The user can modify tasks where he is defined as task owner. |
 +^ Baseline |The user can create / delete baselines in the [[tracker:plan|Plan]] page and can modify the [[tracker:pm#task_history_trending|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  [[tracker:auto|Auto]] page. |
 +^ Report |The user can create, modify or delete [[tracker:reports|Reports]]. The user can only see his or reports from his team members.|
 +^ Active((Clicking on the headline will also sort the column)) | Shows if user is active - see **Users Input Grid**. |
 +^ View {{:tracker:site3.png}} | 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. |
 +^ Chown((Only visible for system administrator)) | Makes the **User Team** user the owner of the user records. |
 +^ Cancel | Reload page //**without**// storing. |
 
 
Except where otherwise noted, content on this wiki is licensed under the following license:(C) 2012 ProjectTRACKER - A. Welz. All rights reserved.
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