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Quotas monitor: Difference between revisions

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<accesscontrol>Main:MyGroup</accesscontrol>
= Introduction  =
= Introduction  =


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= Tasks  =
= Tasks  =


This is for Voxemeter site  
Add a project to quotas monitor (this is for Voxmeter site)


== Preparing<br>  ==
== Preparing<br>  ==


*Project questionnaire resource Id<br>  
*Project questionnaire resource Id<br>  
*What kinds of project is: '''Week''', '''month '''or <span style="font-weight: bold;">none of them</span>.<br>
*What kinds of project is: '''Week''', '''Month '''or <span style="font-weight: bold;">Normal</span>.<br>
 
== Adding quotas for project questionnaire  ==
 
=== For WEEK:  ===
 
*Have one quota: '''YYYYWW''' to count target for each week
*All other quotas should have format: '''YYYYWW - [Quota name]''' for each week
 
[[Image:WeekQuota.png]]
 
=== For MONTH:  ===
 
*Have one quota: '''YYYYMM''' to count target for each month
*All other quotas should have format: '''YYYYMM - [Quota name]''' for each month
 
[[Image:MonthQuota.png]]
 
=== NORMAL:  ===
 
*Have one quota: '''_GNF''' to count target of the project
 
[[Image:Quota.png]]


== Add a new project to quotas monitor<br>  ==
== Add a new project to quotas monitor<br>  ==
Line 19: Line 42:
*Input name, choose '''External''' in Page link and input this link: ''javascript:var a="http://"; ig_searchFrames(top, targetFrame).location=virtualAppHost + "ReportModule/DashboardModule/DashboardViewer.aspx?id=3&amp;pqRId=[PQRID]&amp;type=[TYPE]";''  
*Input name, choose '''External''' in Page link and input this link: ''javascript:var a="http://"; ig_searchFrames(top, targetFrame).location=virtualAppHost + "ReportModule/DashboardModule/DashboardViewer.aspx?id=3&amp;pqRId=[PQRID]&amp;type=[TYPE]";''  
**[PQRID]: Project questionnaire resource Id  
**[PQRID]: Project questionnaire resource Id  
**[TYPE]: Type of project, with Week = 1, Month = 2 and None = 3<br> [[Image:QuotaMonitor.png]]  
**[TYPE]: Type of project, with Week = 1, Month = 2 and Normal = 3<br> [[Image:QuotaMonitor.png]]  
*Press Save<br>
*Press Save<br>


== Grant access<br> ==
== Grant access<br> ==


We need to grant 3 groups:'''Voxmeter - Consultant - Resource Access''', '''Voxmeter - External Consultant - Resource Access''', '''External Provider''' access to the new project added to quotas monitor<br>
We need to grant 3 groups:'''Voxmeter - Consultant - Resource Access''', '''Voxmeter - External Consultant - Resource Access''', '''External Provider''' access to the new project added to quotas monitor<br>  


*Go to HR/Groups/All Groups, search for those groups
*Go to HR/Groups/All Groups, search for those groups  
*For each groups, go to File/Access/Monitor Access, expand Quota Monitor and check for new project node
*For each groups, go to File/Access/Monitor Access, expand Quota Monitor and check for new project node
<br>


[[Category:Production_guidelines|Production_guidelines]]
[[Category:Production_guidelines|Production_guidelines]]
<br>

Latest revision as of 03:08, 18 October 2013

<accesscontrol>Main:MyGroup</accesscontrol>

Introduction

Monitor quotas of some projects. Using monitor so that the client can easily take track of current project quotas, to see how it is going. There are 3 kinds of project: by week, by month or none of theme

Tasks

Add a project to quotas monitor (this is for Voxmeter site)

Preparing

  • Project questionnaire resource Id
  • What kinds of project is: Week, Month or Normal.

Adding quotas for project questionnaire

For WEEK:

  • Have one quota: YYYYWW to count target for each week
  • All other quotas should have format: YYYYWW - [Quota name] for each week

For MONTH:

  • Have one quota: YYYYMM to count target for each month
  • All other quotas should have format: YYYYMM - [Quota name] for each month

NORMAL:

  • Have one quota: _GNF to count target of the project

Add a new project to quotas monitor

  • Go to Tools/Reports/Monitor sites/All monitors, search for Quotas Monitor
  • Open Navigation tab of Quota Monitor
  • Right click on the folder want to add project and press Create
  • Input name, choose External in Page link and input this link: javascript:var a="http://"; ig_searchFrames(top, targetFrame).location=virtualAppHost + "ReportModule/DashboardModule/DashboardViewer.aspx?id=3&pqRId=[PQRID]&type=[TYPE]";
    • [PQRID]: Project questionnaire resource Id
    • [TYPE]: Type of project, with Week = 1, Month = 2 and Normal = 3
  • Press Save

Grant access

We need to grant 3 groups:Voxmeter - Consultant - Resource Access, Voxmeter - External Consultant - Resource Access, External Provider access to the new project added to quotas monitor

  • Go to HR/Groups/All Groups, search for those groups
  • For each groups, go to File/Access/Monitor Access, expand Quota Monitor and check for new project node