This module explains the options that you have for setting up your standard user environment.

This module expands on the brief details on setting your User Preferences in the Courseware Module - The dotProject User Interface - dotProject v2.0. This detail is also included in the course Configuring Your Installation if you are interested in the view from the System Administrator's point of view.

Price for unlimited access per user - $5.00

This course will take you through a fairly standard usage scenario for a Project Manager, setting up a Project from scratch and then undertaking much of the day to day management of that project.

This is a "summary" level course in that the use of various elements is highlighted but not discussed in detail. For a more detailed overview of how to use each of the components of the system that we use in this course, you should refer to specific courseware sections.

This course takes you through the following subjects / steps:

• Setting up Project Elements:

• Establishing the Project Requirements;
• Example Specification of Requirements;
• Setting up the Company Structure;
• Setting up Contacts and Users;
• Setting up Users, Roles, Permissions and Access Accounts;
• Setting up the Basic Project Information;
• Setting up Project Forums;
• Setting up and Assigning Tasks;
• Adding Documents and Files;
• Creating a Calendar of Events;
• Setting up and Allocating non-Human Resources (to come once some bugs in this module have been resolved);

• Day to Day System Usage:

• Project Briefings;
• Communication;
• Using the Project for Day to Day Activities;
• Reviewing Project Status and Progress;
• Using dotProject to Report on the Project;
• Finalising and Reviewing Projects.

• Handling Project Requirements Outside Current dotProject Functionality:

• Resource Management
• Risk Management
• Workflow Management
• Financial Management

This course provides a detailed outline of the installation, configuration and use of the dotProject / Eventum integration. Before you sign up please check the documentation site: http://docs.dotproject.net/index.php/Eventum as this is a module that is only compatible with a particular dotProject / Eventum version combination.

Why a dotProject / Eventum Interface;
Why Eventum as a Help Desk Option within dotProject;
What happens to Ticketsmith and the add-on Help Desk Module;
Feature Summary;
Installing Add-on Modules;

• Pre-requisites for Installing an Add-On Module;
• Download and Position Files;
• Initialise and Activate the Module;

This module takes you through all the features and functions available within the Companies and Contacts modules of dotProject.

We have grouped these items together into the one course module because they are inter-related in a working environment.

The topics covered in this course are:

• Company and Department Module Introduction;
• Company Relationships;
• Contact Module Introduction

The Section on Setting up a Company includes:

• Accessing Companies Module;
• Companies Module Main Screen description and details;
• Using the Owner Filter;
• Using the Companies Listing;
• Company Details Screen;
• Creating a Company Entry;
• Creating a Company Department;
• Editing an Existing Company Entry;
• Deleting a Company Entry;
• Using the Grouping Tabs;
• Using the Company Search Function.

The Section on Setting up a Contact includes:

• The Difference Between a Contact and a User;
• Creating a Contact from the Company Listing;
• Accessing the Contact Module;
• Contact Filter on the Main View;
• Add a New Contact;
• Editing Existing Contacts;
• Deleting a Contact Entry;
• Exporting Contact Entries;
• Importing Contact Entries;
• Using the Contact Search Function

Configuring the Company and Contact Modules:

• System Lookup Values;
• System Configuration Options;
• User / Default System Preferences

This Courseware Module discusses all of the features and functions in the Project Module in detail. This includes:

Project Module View:

• Accessing the Project Module;
• Project Module Main Screen;
• Using the Company Filter;
• Allocating Projects to Companies;
• Using the Grouping Tabs;
• All Projects Gantt Tab;
• Details of the Information Displayed on the Project Listing;
• Project Details screen including

• Tasks Tab;
• Task Name Format and Collapsing / Expanding Listings (why I cannot see my tasks );
• Inactive Tasks Tab;
• Forums Tab;
• Gantt Chart Tab;
• Task Log Tab;
• Files Tab;

This course discusses the Task Modules in Detail. Subjects covered include:

• Accessing the Task Module;
• Task Module Main Screen in detail;
• User Filters;
• Using the Company Filter;
• Using the Task Filter;
• Using the Task Status Option;
• Task Name Format and Collapsing and Expanding Listings;
• Details on the Information displayed on the Task Listing;
• Breadcrumbs;
• Pinned Tasks;
• Task Per User Display;
• Editing Multiple Task Assignments;
• Task Detail Display;
• Task Log Display;
• Creating Tasks in Detail;
• Things to be aware of in relation to Task Start and End Dates;
• Things to be aware of in relation to Task Durations and Dynamic Tasks;
• Editing and Deleting Existing Tasks;
• Using the Task Search Function;
• Adding Files to Tasks;
• Task Management and Permissions;
• Creating and Using Task Logs;
• Configuring the Tasks Module.

This course provides examples of the reports currently distributed with dotProject.