Virto Project Management Template - Installation And User .

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Virto SharePoint Project Management TemplateRelease 1.0.0User and Installation Guide

2Table of ContentsSYSTEM/DEVELOPER REQUIREMENTS .3OPERATING SYSTEM . 3SERVER . 3BROWSER. 3INSTALLATION AND ACTIVATION .4INSTALLING VIRTO PROJECT MANAGEMENT TEMPLATE . 4LICENSE ACTIVATION . 7UPGRADING VIRTO PROJECT MANAGEMENT . 7UNINSTALLING VIRTO PROJECT MANAGEMENT TEMPLATE. 7ADDING PROJECT MANAGEMENT TEMPLATE TO SHAREPOINT SITE .7RESOURCE USER VIEW .9Dashboard . 9Personal Space . 10Reports. 13Alerts . 14PROJECT MANAGER VIEW .15Dashboard . 15Project Management . 16Personal Space . 19Reports. 22Alerts . 24VERSION RELEASE HISTORY .25Copyright 2010 All rights reserved. www.virtosoftware.com

3Virto Resource Utilization Web Partfor Microsoft SharePointOverviewVirto Project Management is a ready-to-use template for managing SharePoint projects of differenttypes. The solution is intended for organizations of various types that plan to implement projectmanagement based on SharePoint portal.Key FeaturesFeatureVersionProject Time Trackingv.1.0Single SharePoint Project Spacev.1.0Project Gantt Viewv.1.0SharePoint Project Planning and Financev.1.0Email Notifications and Remindersv.1.0Project Tasks and To-dosv.1.0Project Resource Utilizationv.1.0Reporting Center (Tasks, Recourse and Budget Summary)v.1.0Security Rolesv.1.0Single Installation Filev.1.0System/Developer RequirementsOperating SystemMicrosoft Windows Server 2003 and 2008ServerSharePoint Release 2010:- Microsoft Windows SharePoint Foundation 2010 or Microsoft Office SharePoint Server 2010;- Microsoft .NET Framework 3.5;- Microsoft Office SharePoint Designer 2010.Note: This product is not compatible with SPS 2003 and WSS v2.BrowserMicrosoft Internet Explorer 7 or higher is recommended. Mozilla Firefox 3.0 is applicable.Copyright 2010 All rights reserved. www.virtosoftware.com

4Installation and ActivationThis section describes how to install, upgrade, uninstall, or contact Support for the Virto ProjectManagement Template.Installing Virto Project Management TemplateBefore you begin, you need to make sure you have access to the server and your account must have theappropriate administrative privileges to install applications.Virto Project Management Template for SharePoint setup program provides links to various installationcomponents.To access Setup program download Virto.ProjectManagement.2010.zip file and unzip it. Run extractedSetup.exe file.Note: Virto Project management is compatible only with SharePoint 2010 version.The setup wizard window will appear.Virto Project Management wizard performs a system check prior to the installation. All the systemchecks must be completed successfully in order to proceed with the installation. After the checks havecompleted, click “Next”.Check “I accept the terms in the License Agreement” and click “Next”.Copyright 2010 All rights reserved. www.virtosoftware.com

5Select the web application(s) where you want to install the product.Warning: You must be logged in to the SharePoint server with a Site Collection Administrator account toautomatically activate this feature.Then click “Next”.Copyright 2010 All rights reserved. www.virtosoftware.com

6Click “Close” to complete the installation.Copyright 2010 All rights reserved. www.virtosoftware.com

7License ActivationTo see full instruction for successful activation of your component, please download “Virto LicenseManager” PDF instruction from Downloads section of our site or read it in Wiki.Upgrading Virto Project ManagementIf you already use Virto Project Management and need to upgrade it to the latest version, downloadthe.zip file from http://www.virtosoftware.com. Unzip the file and run setup.exe as it is described in theInstalling Virto Project Management Template section.On the step 3 check the box “Upgrade” and click “Next”.Note: if you had activated the license while installing the previous Virto Resource Utilization Web Partversion, you do not need to activate it now.Uninstalling Virto Project Management TemplateTo uninstall the component:1. Double click the Setup.exe extracted from downloaded Virto.ProjectManagement.2010.zip file.2. The program performs the system checks again. Once that has successfully completed, theprogram prompts you to Repair or Remove the solution. Select Remove, and click “Next”.Adding Project Management Template to SharePoint SiteWhen Virto Project Management Adjustment is installed and activated, you can start templateadjustment on your SharePoint site. Virto Project Management template will help you to combinerequired project management tools in a single template that can be applied for a SharePoint site.When you create a new SharePoint site, you can select Virto Project Management Template.Copyright 2010 All rights reserved. www.virtosoftware.com

8When Virto Project Management Template was used for site adding, users will be able to view ProjectManagement site pages with blocks of special project management tools designed by Virtosoftware.Copyright 2010 All rights reserved. www.virtosoftware.com

9Resource User ViewVirto Project Management site can be visited by a Project Manager or Resource User. Depending onrole, Project Management blocks are available to view on the page.The following blocks of Virto Project Management are available for Resource User: Dashboard; Personal Space; Reports; Calendar; Alerts.Items from Project Management block are not available for Resource User. Only Project Manager hasaccess to them. To learn which pages Project Management block contains, see the section “ProjectManagement”.DashboardDashboard is the first block Resource User sees when he goes to Virto Project Management site. Thispage contains overview information about planned tasks and events shown in the mini-calendar, chartand task list and displays announcements.Copyright 2010 All rights reserved. www.virtosoftware.com

10Project Calendar block is adjusted with help of built-in Virto Ajax Mini Calendar Web Part for MSSharePoint. Please see the adjust instructions in “Virto Ajax Mini Calendar Web Part – Installation andUser Guide”.Announcements block is adjusted with help of built-in Virto Social Aggregator for MS SharePoint. Pleasesee the adjust instructions in “Virto Social Aggregator for Microsoft SharePoint – Installation and UserGuide”.Personal SpacePersonal Space block contains “My Work”, “My Active Tasks”, “My Overdue Tasks”, “My Tasks” pages.My Work page contains Mini Calendar with events planned for the current month and Virto Calendarblock with planned tasks and events.Copyright 2010 All rights reserved. www.virtosoftware.com

11Mini Calendar allows viewing events planned for the month and navigate to them in Virto Calendar.Mini Calendar block is adjusted with help of built-in Virto Ajax Mini Calendar Web Part for MSSharePoint. Please see the adjust instructions in “Virto Ajax Mini Calendar Web Part – Installation andUser Guide”.My Active Tasks page shows the list of active tasks available for Resource User (tasks he has tocomplete).With help of this view users can see what tasks they are working on, sort them by status or priority andetc. and get the whole picture of things to do.Copyright 2010 All rights reserved. www.virtosoftware.com

12My Overdue Tasks block shows which tasks are overdue and need to be done at first.My Tasks block displays the list of all tasks a current user participates in.Copyright 2010 All rights reserved. www.virtosoftware.com

13“My Active Tasks”, “My Overdue Tasks”, “My Tasks” pages allows adding new tasks and view each taskgiven to this Resource User.ReportsReports block contains statistic information about the project, its tasks, resources and other factorsdisplayed in Virto pie charts.Progress Report block helps to visualize information and see how many tasks are in each status and getthe whole picture of project progress.Resource Summary block enables to see how many tasks on different stages each Resource User has.Copyright 2010 All rights reserved. www.virtosoftware.com

14Here you can see the progress information for all users in the project.Budget Summary report includes summary information about project finances, allows comparingactual and fact financial data.Reports block is adjusted with help of built-in Virto jQuery Charts for MS SharePoint. Please see theadjust instructions in “Virto JQuery Charts for Microsoft SharePoint – Installation and User Guide”.AlertsAlerts block contains alert subscriptions added to the project (alerts and reminders concerning events).Copyright 2010 All rights reserved. www.virtosoftware.com

15Alerts block is adjusted with help of built-in Virto Alerts Web Part for MS SharePoint. Please see theadjust instructions in “Virto Alerts Customizer for Microsoft SharePoint – Installation and User Guide”.Project Manager ViewVirto Project Management site can be visited by a Project Manager or Resource User. Depending onrole, Project Management blocks are available to view on the page.The following blocks of Virto Project Management are available for Project Manager: Dashboard; Project Management; Personal Space; Reports; Calendar; Alerts.DashboardDashboard is the first block Project Manager sees when he goes to Virto Project Management site. Thispage contains overview information about planned tasks and events shown in the mini-calendar, chartand task list and displays announcements.Copyright 2010 All rights reserved. www.virtosoftware.com

16Project Calendar block is adjusted with help of built-in Virto Ajax Mini Calendar Web Part for MSSharePoint. Please see the adjust instructions in “Virto Ajax Mini Calendar Web Part – Installation andUser Guide”.Announcements block is adjusted with help of built-in Virto Social Aggregator for MS SharePoint.Please see the adjust instructions in “Virto Social Aggregator for Microsoft SharePoint – Installation andUser Guide”.Project ManagementProject Management block includes Project Gantt, Project Resources, Unassigned Items, and OverdueItems pages.Project Gantt displays Gantt chart view of tasks and helps to see full scheme of project, relationsbetween tasks and order of working on them.Copyright 2010 All rights reserved. www.virtosoftware.com

17Project Gantt block is adjusted with help of Virto Gantt Web Part for MS SharePoint. Please see theadjust instructions in “Virto Gantt Web Part for Microsoft SharePoint – Installation and User Guide”.Project Resources block contains information about resource utilization and allows project manager tosee who is working on tasks and see if some tasks need to be reassigned.Project Resources block is adjusted with help of built-in Virto Resource Utilization Web Part for MSSharePoint. Please see the adjust instructions in “Virto Resource Utilization Web Part for MicrosoftSharePoint – Installation and User Guide”.Unassigned Items displays the list of tasks that need to be assigned.Here project manager can go to unassigned tasks and assign them to project resources in edit mode.Copyright 2010 All rights reserved. www.virtosoftware.com

18Overdue Items block contains the list of overdue tasks; from here project manager can go to overdueitems and reassign them or make corrections to deadline.When a project manager goes to item view mode, he can see “General Virto” and “Finance” blocks,resource user can view only “General Virto” block”.Copyright 2010 All rights reserved. www.virtosoftware.com

19Finances tab contains information about planned and actual cost and work. This data can be edited inedit form.Note: edit/view forms of items can be adjusted by site administrator with help of built-in Virto List FormExtender. Please see the adjust instructions in “Virto List Form Extender for SharePoint – Installationand User Guide”.Personal SpacePersonal Space block contains “My Work”, “My Active Tasks”, “My Overdue Tasks”, “My Tasks” pages.My Work page contains Mini Calendar with events planned for the current month and Virto Calendarblock with planned tasks and events.Copyright 2010 All rights reserved. www.virtosoftware.com

20Mini Calendar allows viewing events planned for the month and navigate to them in Virto Calendar.My Active Tasks page shows the list of active tasks available for current user (tasks he has to complete).Copyright 2010 All rights reserved. www.virtosoftware.com

21With help of this view users can see what tasks they are working on, sort them by status or priority andetc. and get the whole picture of things to do.My Overdue Tasks block shows which tasks are overdue and need to be done at first.My Tasks block displays the list of all tasks a current user participates in.Copyright 2010 All rights reserved. www.virtosoftware.com

22“My Active Tasks”, “My Overdue Tasks”, “My Tasks” pages allows adding new tasks and view each taskgiven to this Resource User.ReportsReports block contains statistic information about the project, its tasks, resources and other factorsdisplayed in Virto pie charts.Progress Report block helps to visualize information and see how many tasks are in each status and getthe whole picture of project progress.Copyright 2010 All rights reserved. www.virtosoftware.com

23Resource Summary block enables to see how many tasks on different stages each current user has.Here you can see the progress information for all users in the project.Copyright 2010 All rights reserved. www.virtosoftware.com

24Budget Summary report includes summary information about project finances, allows comparingactual and fact financial data.Reports block is adjusted with help of built-in Virto jQuery Charts for MS SharePoint. Please see theadjust instructions in “Virto JQuery Charts for Microsoft SharePoint – Installation and User Guide”.AlertsAlerts block contains alert subscriptions added to the project (alerts and reminders concerning events).Alerts block is adjusted with help of built-in Virto Alerts Web Part for MS SharePoint. Please see theadjust instructions in “Virto Alerts Customizer for Microsoft SharePoint – Installation and User Guide”.Copyright 2010 All rights reserved. www.virtosoftware.com

25Version Release HistoryReleaseDate10/17/2011Versionv. 1.0.0DescriptionFirst public release.Copyright 2010 All rights reserved. www.virtosoftware.com

Installing Virto Project Management Template section. On the step 3 check the box “Upgrade” and click “Next”. Note: if you had activated the license while installing the previous Virto Resource Utilization Web Part version, you do not need to activate it now. Uninstalling Virto Project Ma

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