Revision as of 03:14, 2 November 2010

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

This is for Voxemeter 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

@@ Line 10: / Line 10: @@
 *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>  ==
@@ Line 19: / Line 41: @@
 *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
-**[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>
-== 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>
 *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
+<br>
 [[Category:Production_guidelines|Production_guidelines]]
-<br>