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Virto SharePoint Project Management Template

Release 1.0.0

User and Installation Guide

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Copyright © 2010 All rights reserved. www.virtosoftware.com

Table of Contents

SYSTEM/DEVELOPER REQUIREMENTS ........................................................................................................................................ 3

OPERATING SYSTEM .............................................................................................................................................................................. 3 SERVER ................................................................................................................................................................................................ 3 BROWSER ............................................................................................................................................................................................. 3

INSTALLATION AND ACTIVATION ................................................................................................................................................ 4

INSTALLING VIRTO PROJECT MANAGEMENT TEMPLATE ............................................................................................................................... 4 LICENSE ACTIVATION .............................................................................................................................................................................. 7 UPGRADING VIRTO PROJECT MANAGEMENT ............................................................................................................................................. 7 UNINSTALLING VIRTO PROJECT MANAGEMENT TEMPLATE ........................................................................................................................... 7

ADDING PROJECT MANAGEMENT TEMPLATE TO SHAREPOINT SITE ......................................................................................... 7

RESOURCE USER VIEW ................................................................................................................................................................. 9

Dashboard .................................................................................................................................................................................... 9 Personal Space ........................................................................................................................................................................... 10 Reports ........................................................................................................................................................................................ 13 Alerts ........................................................................................................................................................................................... 14

PROJECT MANAGER VIEW ......................................................................................................................................................... 15

Dashboard .................................................................................................................................................................................. 15 Project Management ................................................................................................................................................................ 16 Personal Space ........................................................................................................................................................................... 19 Reports ........................................................................................................................................................................................ 22 Alerts ........................................................................................................................................................................................... 24

VERSION RELEASE HISTORY ....................................................................................................................................................... 25

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Virto Resource Utilization Web Part for Microsoft SharePoint

Overview

Virto Project Management is a ready-to-use template for managing SharePoint projects of different types. The solution is intended for organizations of various types that plan to implement project management based on SharePoint portal.

Key Features

Feature Version

Project Time Tracking v.1.0

Single SharePoint Project Space v.1.0

Project Gantt View v.1.0

SharePoint Project Planning and Finance v.1.0

Email Notifications and Reminders v.1.0

Project Tasks and To-dos v.1.0

Project Resource Utilization v.1.0

Reporting Center (Tasks, Recourse and Budget Summary) v.1.0

Security Roles v.1.0

Single Installation File v.1.0

System/Developer Requirements Operating System Microsoft Windows Server 2003 and 2008

Server SharePoint 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.

Browser Microsoft Internet Explorer 7 or higher is recommended. Mozilla Firefox 3.0 is applicable.

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Installation and Activation This section describes how to install, upgrade, uninstall, or contact Support for the Virto Project Management Template.

Installing Virto Project Management Template

Before you begin, you need to make sure you have access to the server and your account must have the appropriate administrative privileges to install applications. Virto Project Management Template for SharePoint setup program provides links to various installation components. To access Setup program download Virto.ProjectManagement.2010.zip file and unzip it. Run extracted Setup.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 system checks must be completed successfully in order to proceed with the installation. After the checks have completed, click “Next”. Check “I accept the terms in the License Agreement” and click “Next”.

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Select 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 to automatically activate this feature.

Then click “Next”.

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Click “Close” to complete the installation.

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License Activation

To see full instruction for successful activation of your component, please download “Virto License Manager” PDF instruction from Downloads section of our site or read it in Wiki.

Upgrading Virto Project Management

If you already use Virto Project Management and need to upgrade it to the latest version, download the.zip file from http://www.virtosoftware.com. Unzip the file and run setup.exe as it is described in the 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 Management Template

To 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, the

program prompts you to Repair or Remove the solution. Select Remove, and click “Next”.

Adding Project Management Template to SharePoint Site

When Virto Project Management Adjustment is installed and activated, you can start template

adjustment on your SharePoint site. Virto Project Management template will help you to combine

required 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.

http://community.virtosoftware.com/media/g/web-part-userguides/default.aspx

http://community.virtosoftware.com/wikis/

http://www.virtosoftware.com/

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When Virto Project Management Template was used for site adding, users will be able to view Project

Management site pages with blocks of special project management tools designed by Virtosoftware.

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Resource User View

Virto Project Management site can be visited by a Project Manager or Resource User. Depending on

role, 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 has

access to them. To learn which pages Project Management block contains, see the section “Project

Management”.

Dashboard

Dashboard is the first block Resource User sees when he goes to Virto Project Management site. This

page contains overview information about planned tasks and events shown in the mini-calendar, chart

and task list and displays announcements.

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Project Calendar block is adjusted with help of built-in Virto Ajax Mini Calendar Web Part for MS

SharePoint. Please see the adjust instructions in “Virto Ajax Mini Calendar Web Part – Installation and

User 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 and User

Guide”.

Personal Space

Personal 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 Calendar

block with planned tasks and events.

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Mini 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 MS


User Guide”.

My Active Tasks page shows the list of active tasks available for Resource User (tasks he has to

complete).

With help of this view users can see what tasks they are working on, sort them by status or priority and

etc. and get the whole picture of things to do.

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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.

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“My Active Tasks”, “My Overdue Tasks”, “My Tasks” pages allows adding new tasks and view each task

given to this Resource User.

Reports Reports block contains statistic information about the project, its tasks, resources and other factors

displayed in Virto pie charts.

Progress Report block helps to visualize information and see how many tasks are in each status and get

the whole picture of project progress.

Resource Summary block enables to see how many tasks on different stages each Resource User has.

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Here you can see the progress information for all users in the project.

Budget Summary report includes summary information about project finances, allows comparing

actual and fact financial data.

Reports block is adjusted with help of built-in Virto jQuery Charts for MS SharePoint. Please see the

adjust instructions in “Virto JQuery Charts for Microsoft SharePoint – Installation and User Guide”.

Alerts

Alerts block contains alert subscriptions added to the project (alerts and reminders concerning events).

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Alerts block is adjusted with help of built-in Virto Alerts Web Part for MS SharePoint. Please see the

adjust instructions in “Virto Alerts Customizer for Microsoft SharePoint – Installation and User Guide”.

Project Manager View

Virto Project Management site can be visited by a Project Manager or Resource User. Depending on

role, 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.

Dashboard

Dashboard is the first block Project Manager sees when he goes to Virto Project Management site. This

page contains overview information about planned tasks and events shown in the mini-calendar, chart

and task list and displays announcements.

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Project Calendar block is adjusted with help of built-in Virto Ajax Mini Calendar Web Part for MS


User 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 and

User Guide”.

Project Management

Project Management block includes Project Gantt, Project Resources, Unassigned Items, and Overdue

Items pages.

Project Gantt displays Gantt chart view of tasks and helps to see full scheme of project, relations

between tasks and order of working on them.

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Project Gantt block is adjusted with help of Virto Gantt Web Part for MS SharePoint. Please see the

adjust 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 to

see 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 MS

SharePoint. Please see the adjust instructions in “Virto Resource Utilization Web Part for Microsoft

SharePoint – 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.

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Overdue Items block contains the list of overdue tasks; from here project manager can go to overdue

items 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”.

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Finances tab contains information about planned and actual cost and work. This data can be edited in

edit form.

Note: edit/view forms of items can be adjusted by site administrator with help of built-in Virto List Form

Extender. Please see the adjust instructions in “Virto List Form Extender for SharePoint – Installation

and User Guide”.

Personal Space

Personal 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 Calendar

block with planned tasks and events.

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Mini 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).

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With help of this view users can see what tasks they are working on, sort them by status or priority and

etc. 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.

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“My Active Tasks”, “My Overdue Tasks”, “My Tasks” pages allows adding new tasks and view each task

given to this Resource User.

Reports Reports block contains statistic information about the project, its tasks, resources and other factors

displayed in Virto pie charts.

Progress Report block helps to visualize information and see how many tasks are in each status and get

the whole picture of project progress.

23


Resource 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.

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Budget Summary report includes summary information about project finances, allows comparing

actual and fact financial data.

Reports block is adjusted with help of built-in Virto jQuery Charts for MS SharePoint. Please see the

adjust instructions in “Virto JQuery Charts for Microsoft SharePoint – Installation and User Guide”.

Alerts

Alerts 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 the

adjust instructions in “Virto Alerts Customizer for Microsoft SharePoint – Installation and User Guide”.

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Version Release History

Release

Date Version Description

10/17/2011 v. 1.0.0 First public release.

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