Base Module - Advanced Features
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It is assumed that you have set up a 14-day
trial account on our hosted server or that
3f Software Planner has been installed on
your own server. It is furthermore assumed
that you are already familiar with the
functionality of the Base Module. If
you have not yet set up the trial account,
go to
http://www.3f-project-management.com/start/
to do so.
Quick Time
Using “Quick Time” is handy when a
telephone call or unexpected visitors
suddenly interrupt.
Starting “Quick Time” stops ongoing time
tracking (if any) and starts a new time
tracking instance without specifying which
task is being time-tracked. Upon stopping
“Quick Time”, you will be asked to assign
a task to the accumulated time. Once time
has been allocated, the 3f Software
Planner can automatically resume time
tracking on the task you were working on
when you were interrupted.
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Click |
 |
to start Quick Time. |
|
Click |
 |
to stop Quick Time. |
Note: You can choose to assign the
accumulated time either when Quick Time is
stopped, or at a later point in time.
To assign the tracked time later,
click Tree View > My Workspace > My
Quick Time
Click “Assign Task”. In the “Unassigned
quick time block” page, select the project
and task to which you wish to assign the
tracked time.
Client Requests
"Client Request" is used to record
and manage requests made by the client in
one place. Client requests are usually
tasks or additions which are not part of
the original project. Optionally, a client
request can be converted into a task.
To add a Client Request
Click the Tree View > Projects > Name of
Client > Project Name > Client Request
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On the “Client Request Details” page,
click the Add New icon |
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; fill out the subsequent page, then
click Save. |
Note: It is important to enter the
client request in the right project. To
activate a project, click Project List >
Choose Client > Choose Project.
Convert a client request to a task
Click the Tree View > Projects > Name of
Client > Project Name > Client Request
Click on the request that you want to
convert to a task.
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On the “Client Request Details” page,
click the “Convert to Task” icon |
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The request is converted to a task. To
view the new task and add planned hours,
click Project > Task, then locate and
click the name of the converted task.
Project Templates
To save time and avoid omitting standard
project tasks, a template can be imported
into any project. During the import
process, you can choose which tasks to
import. Templates are created from
existing projects by exporting the tasks
to be included in the template. You can
create different project templates for
each type of project you do.
To create a template
File > Export > XML - Task List
To import a template
File > Import > XML - Task List
Errors and Changes
The Errors and Changes page is where you
track all issues within a project. Issues
refer to problems, questions, or
corrections in a project that must be
resolved.
To enter a new Error and Change item
Click the Tree View > Projects > Name of
Client > Project Name > Errors and Changes
|
On the “Errors and Changes” page,
click the “Add New” icon |
|
and fill out the form. |
Note: An Errors and Changes item
can be converted to a task.
Project Grouping
Project Grouping provides you with an
overview of the number of hours that has
gone into a group of projects, which are
not otherwise related to each other. You
can set up an unlimited number of project
groups in which you can include an
unlimited number of projects from any
client. You can even include the same
project in multiple project groups.
To create a Project Grouping
Click the Tree View > Projects > Project
Grouping
Group, Copy and Rearrange Tasks in the
Task List
You can group, copy and rearrange tasks in
the task list. To learn more about
grouping, copying and rearranging of
tasks, we suggest that you view our video
tutorial:
http://www.3f-project-management.com/kb/video-tutorial/f2005/ENT_9-1_Grouprearrangeandcopytasks.html
Note: The tutorial is from a
previous version of 3f Software Planner,
thus, the look and feel is different from
the current version's look and feel.
However, the general principles are the
same.
Version History
Click the Tree View > Projects > Name of
Client > Project Name > Project Reports >
Version History
Software companies commonly use Version
History. It tracks which tasks have been
finished and which issues have been
resolved in a particular version. To learn
more about Version History, we suggest
that you view our video tutorial:
http://www.3f-project-management.com/kb/video-tutorial/f2005/ADVFEA_25_UsingVersionHistory.html
Note: The tutorial is from a
previous version of 3f Software Planner,
thus, the look and feel is different from
the current version's look and feel.
However, the general principles are the
same.
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