Module Management¶

The Module Management allows to choose the module(s) that will appear in the interface.

This enables or disables a consistent group of features.

This screen is then accessible via a dedicated menu in the Acces Right

The menu at the top of the page allows you to display all the modules or to display the modules corresponding to a part of the scope of the project management

When you have selected one of these menus, the modules are displayed below.

Click on a module to display its description, as well as the list of screens that will be activated or deactivated.

Disabling some modules will also hide reports and all related parameters.

Click on the checkboxes to enable or disable the module.

Modules and sub-modules list

Planning

Meetings

Target milestone

Technical progress

Planning poker

Ticketing

Follow-up

Time tracking

Todo list

Checklist

Voting

Financial

Expenses

Incomes

Financial situations

Revenue management

Tokens on tickets

Steering

Asset management

Risks

Requirements

Mail

Project analysis

Product configuration

Translation request

Human ressource

Leaves management

Skill management

Documents

Organizations

Budgets on the organizations

Cloned environments

Activity stream

Notifications.

Note

Each module can be installed independently.

Access Rights¶

This section allows the fine management of the rights as well as the management of the modules

Profiles¶

The profile is a group of rights. Each with specific access rights to the database.

Thus, each user is linked to a profile which defines the data that he can see and possibly manage.

Access to forms¶

This settings screen allows you to define access to the element screens for each profile.

Users who have access to this screen cannot modify their own screen access rights.

The checkbox is read-only to make sure that at least one profile can always access it.

Only another profile with access to the screen will be able to uncheck this box.

Click the checkbox to allow or revoke access to a profile screen.
Click to open all sections
Click to close all sections

Access modes¶

The access mode defines a combination of rights to Created, Read, Update or Delete items.

It’s the CRUD RIGHTS

Each access is defined as scope of visible and/or updatable, that can be, by kind of elements.

Project dependant¶

By default, ProjeQtOr offers 10 different access modes.

Each access defines the visibility that can be applied by type of elements dependent on a project (activity, ticket, action, …).

You can choose from several levels of visibility for each CRUD entitlement.

No element: No element is visible and updatable.
Own elements: Only the elements created by the user.
Elements he is responsible for: Only the elements the user is responsible for.
Elements of own project: Only the elements of the projects the user/resource is allocated to.
All elements on all projects: All elements, whatever the project.

Value of Field “Name”

The value of field “Name” is not the name displayed, but it is a code in the translation table.
The value of field “Name” must be a significant name and must not contain spaces or special characters.
The name displayed at right of the field is the translated name.
when the new profile is created, it appears in the list of existing profiles in the list box.
It remains between square brackets because it does not exist in translatable name.

Tip

Ideally, the value of the field should start with “accessProfile” to be easily identified in the translation table.

Required Field¶
Field	Description
Id	Unique Id for the access mode.
Name	Name of the access mode.
Read rights	Scope of visible items
Create rights	Scope of possibility to create items.
Update rights	Scope of updatable items.
Delete rights	Scope of deletable items.
Sort order	Number to define order of display in lists
Closed	Flag to indicate that access mode is archived.
Description	Complete description of the access mode.

Not project dependant¶

The non-dependent elements of a project, such as organizations, parameters, lists of values, tools or even controls and automatisms can also be set with CRUD rights.

These elements must be visible. So the reading right is granted on a basic basis.

ProjeQtOr offers 5 different access modes where you can define creation, update and deletion rights.

Yes: allows the right to …
No: does not allow the right to …
Own elements: Only the elements created by the user.
Elements he is responsible for: Only the elements the user is responsible for.

You can then define a mode corresponding to the visibility rights that you wish to grant on each profile in the access to data not dependent on the project.

Access to data¶

This screen allows to set element access mode for each profile.

Allows to define scope of visibility and/or updating of data in elements for users and resources.

Click on to open all the sections
CLick on to closed all the sections

Project dependant¶

This screen is only for the elements reliant on a project.

For each element, selected the access mode granted to a profile.

Access to data (Project dependant) screen¶

Not project dependant¶

This screen allows to set for each profile, elements access rights. Allows to grant access rights (read only or write) to users, to data on specific elements. This screen is only for the elements not reliant on a project.

For each element, select the access rights granted to a profile.

Some features do not have a manager or are not linked specifically to a user profile, like messages, tools or even environmental parameters.

Certain access modes are therefore not offered in the drop-down lists on certain elements of this screen.

Access to reports¶

This screen allows to define report access for each profile. Users belonging to a profile can see the corresponding report in the report list. Reports are grouped by report categories

Click on checkbox to permit or revoke access to the report for a profile.
Click on to open all the sections
CLick on to closed all the sections

Document rights per directory¶

You can define the access rights to documents according to the profile at each level of the document directory tree.

By default, all values are initialized for each existing directory from the existing values in the “Project-dependent access to data” rights screen.

Specific access¶

This screen groups specific functionalities options. Users belonging to a profile can have access to the application specific functions. Depending on options of functionality, allows to grant access rights, to define data visibility or to enable or disable option.

For each option, select the access granted to a profile.

Access to resource data

This section allows to:

Defines who will be able to see and update real work for other users.
Defines who can validate work for resource.
Defines who have access on Diary for resources.
Defines who, as a resource, can subscribe to survey for users.
Defines who have access on Reports for resources.

Note

Validate real work: in most cases, it is devoted to project leader.

Work and Cost visibility

This section defines for each profile the scope of visibility of work and cost data.

Assignment management

This section defines the visibility and the possibility to edit assignments (on activities or else).

Display specific buttons

This section defines whether some button, checklist, job list will be displayed or not (if defined).
Display of combo detail button
- This option defines for each profile whether the button will be displayed or not, facing every combo list box.
- Through this button, it is possible to select an item and create a new item.
- This button may also be hidden depending on access rights (if the user has no read access to corresponding elements).
Multiple update
- Defines the possibility or not to change one or more criteria for one or more selected rows at a time

Planning access rights

This section defines access for each profile to planning functionality.

Monthly consolidation of projects

This section defines the right for each profile if it can validate and / or block the allocations of the resources of a project for a defined month.

Unlock items

This section defines for each profile the ability to unlock any document or requirement.
Otherwise, each user can only unlock the documents and requirements locked by himself.

Reports

This section defines for each profile the ability to change the resource parameter in reports.

Financial

This section defines for each profile the possibility of modifying the financial situations or of being able to automatically generate a project expense.

Specific update rights

Defines for each profile the ability to manage all notes.
Defines for each profile the ability to delete attached files.
Defines for each profile the ability to force delete items.
Defines for each profile the ability to force delete items with real work.
Defines for each profile the ability to force close items.
Defines for each profile the ability to update creation information in the header of the details area.
Defines for each profile the ability to mention or not the components on a ticket.
Defines for each profile the ability to update the left work on assigment section and timesheet.
Defines for each profile the ability to work on tickets
Defines for each profile the ability to manage the votes.
Defines for each profile the ability to impose a layout on other users.
Defines for each profile the ability to create tags on projects, tickets and activity.

Limit visibilty to resources

By profil, allows to restrict or not the number of resources displayed, by organizations or own team, on resource lists.
By profil, allows to restrict or not the number of resources displayed, by organizations or own team, on resource screen.

Limit visibility to organizations

By profil, allows to restrict or not the number of organizations displayed, by organizations or own organization, on organization lists.
By profil, allows to restrict or not the number of organizations displayed, by organizations or own organization, on organization screen.

Translatable name¶

For profiles and access modes, the value of field “Name” is translatable.

The field “Name” in screens Profiles and Access modes is not the name displayed, but it is a code in the translation table.

The name displayed at right of the field is the translated name.

The translated name depends on user language selected in User parameters screen.

Note

If translated name is displayed between square brackets [ ], then the value of field “Name” is not found in the translation table.

Translation table files

In ProjeQtOr, a translation table file is defined for each available language.
The files are named “lang.js” and are localized in a directory named with ISO language code.
- For instance: ../tool/i18n/nls/fr/lang.js.

How to modify the translation file?

You can edit file “lang.js” to add translation of new value or to modify the existing value translation.
Or, you can download Excel file named “lang.xls”, available on ProjeQtOr site. You can modify the translation tables of all languages and produce files “lang.js”.

Module Management¶

Access Rights¶

Profiles¶

Access to forms¶

Access modes¶

Project dependant¶

Not project dependant¶

Access to data¶

Project dependant¶

Not project dependant¶

Access to reports¶

Document rights per directory¶

Specific access¶

Translatable name¶

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Field	Description
Id	Unique Id for the profile.
Name	Name of the profile.
Profile code	A code that may be internally used when generating emails and alerts.
Sort order	Number to define order of display in lists.
Closed	Flag to indicate that profile is archived.
Description	Complete description of the profile.