Resource Management User Guide

Transcription

1 Resource Management User Guide 2013, All rights reserved

2 Table of contents 1 User Guide: todoyu Resource Management Features Dependencies 4 2 Configuration of the Module 5 3 The Resource Views The Settings Part Resource View: Staff Resource View: My Resources Resource View: Project 8 4 Good to know Distribution and Calculation Absence Handling 10 5 Rights Administration 11 6 snowflake License Agreement 12 7 Help 17 todoyu resources page 2/17

3 User Guide: todoyu Resource Management 1 User Guide: todoyu Resource Management 1.1 Features The extension adds a new sub section resources to the "planning" section of todoyu. It implements tools for real time analysis and management of resources for employees. Planning can be done by resource (person or groups) or projects (lists all persons, which working on it) The extension allows you to compare available and planned time-resources for all employees. For a comprehensive overview the time information is visualized as graphs. The module offers separate views for resource planners, who need to see and organize the "big picture", involving multiple projects and all employees and for employees who need to just have a quick overview of their own tasks and time resources. The calendar module is fully integrated for absence management. For the calculation of available hours per day the resource management takes into account absences, vacation, holidays Different zoom levels (days/weeks) Very fast rendering of large data sets. Figure 1: resource planner overview Figure 2: Figure staff overview The main view splits into two graphs: Summarized and separated workload per day Gantt like chart which shows the tasks on a time axis todoyu resources page 3/17

4 User Guide: todoyu Resource Management Additionally to the standard attributes of tasks, the details show the extrapolations of the earliest expected date the task can get finished (see Figure 3, Field Est. completion ). For a quick handling, tasks can be edited directly in the resources extension (see Figure 4). The special quick edit modes, allowing a fast re-assignment of tasks to other persons and task timing data (start, deadline, estimated workload). This helps you to maintain your resources easily. Figure 4: direct task edit Figure 3: task-information in gantt-chart like visualization 1.2 Dependencies The resources extension requires at least todoyu core and the basic extensions: Project and task management (Extension key: project) Contact management for persons and companies (Extension key: contact) Calendar ((Extension key: calendar) Time tracking on task level (Extension key: timetracking) There are no requirements to additional commercial modules. todoyu resources page 4/17

5 Configuration of the Module 2 Configuration of the Module The configuration of this module is kept as simple as possible (see also the screen-shot below): First you define the amount of hours you usually work per day. Second you have to define the core time you are working. This is a really cool thing because we use this definitions for absence management as well. Absences are calculated from events of the calendar. But only absences which are in these ranges are considered for the resource management. Figure 5: Extension configuration todoyu resources page 5/17

6 The Resource Views 3 The Resource Views In the resource view, you will find the settings part on the left side and three different resource views: staff, my resources, projects. 3.1 The Settings Part On top you define the start date and the zoom level. Currently the zoom levels for days and weeks are supported. As a second option you can define the task status you'd like to use for your calculations. And as a third option you select a group of persons or a single persons. You even can create new groups by saving your choice (as you also can do in the calendar module). Figure 6: Set up the resource views to your needs. todoyu resources page 6/17

7 The Resource Views 3.2 Resource View: Staff In the stuff view you see the time line and the resource graphs. You can choose between two views: the cumulated view for a whole group (cumulated view) or a separated view for each person in the selected group. In light green you see the total available hours per person or group. In dark green you see the booked hours. Red: overbooked hours. Yellow: Tasks from the past. So these are working packages which have a deadline < today. All these hours not supplied by the employee are added to the current day. In this example the employee has lots of tasks in the past which results in the big yellow peak. Light yellow marks the current day. Pointing your mouse on the charts shows you the detailed information per date. On scrolling down, you will see the corresponding tasks within the chosen timeline. Figure 7: The resource graph 3.3 Resource View: My Resources This view is a short-cut to your personal resources view. You can not select other persons. All in all the mechanisms behind this view are the same as in the staff view. todoyu resources page 7/17

8 The Resource Views 3.4 Resource View: Project Choosing the project view affects the settings on the left. Its not possible to choose different persons, but different projects. You will get the information which persons are assigned to the chosen project. On scrolling down, you will see the timeline of tasks for this specific project. It is possible to filter this view by person by check/un-checking the checkboxes. todoyu resources page 8/17

9 Good to know 4 Good to know 4.1 Distribution and Calculation The estimated workload per task is linear distributed between the available hours (start date internal deadline). If no internal deadline is used, the customer deadline takes affect. todoyu also calculates the earliest date a task can get finished (estimated completion). While the internal deadline is shown as a grey bar, the estimated completion date is shown in blue. In green you see the time one already worked on a task. Figure 8: The distribution of tasks. todoyu resources page 9/17

10 Good to know 4.2 Absence Handling By assigning employees to events of the types "away", "vacation" or "compensation" in the calendar, the available working time per day in resources is reduced for that person. This way you also can map part-time employment of any kind. Day-Events, including holidays, result in zero working time for that day. The duration of normal events are subtracted from the day working time depending on the overlapping with the defined office hours (See chapter: 2). todoyu resources page 10/17

11 Rights Administration 5 Rights Administration You can restrict access to all employees resources, so the employees can only see their own resources. Figure 9: rights management todoyu resources page 11/17

12 snowflake License Agreement 6 snowflake License Agreement 1. BINDING AGREEMENT This snowflake Commercial Software License Agreement (the Agreement ) governs Your use of the Software (as defined hereinafter). BY DOWNLOADING, INSTALLING AND/OR USING THE SOFTWARE, YOU ARE AGREEING TO BE BOUND BY THIS AGREEMENT. This Agreement is effective between Us and You. We, Us or Our shall mean or refer to snowflake productions gmbh, having its address at Zweierstrasse 35, 8004 Zürich, Switzerland. "You" are the person downloading, installing and/or using the Software (as defined hereinafter). If you do so on behalf of a company, the term "You" means that company. 2. SOFTWARE AND OWNERSHIP OF THE SOFTWARE "Software" means any version of the computer program distributed to You under this Agreement (including as made available for download from or other webspace on which the computer program is hosted, at the direction of Us), including any documentation, as made available to You on Our website, and any and all updates and/or patches You have received from Us. You hereby acknowledge that all rights (including without limitation, copyrights, patents and trade secrets) in the Software are the sole and exclusive property of Us. This is a license agreement and not an agreement for sale. We reserve ownership of all intellectual property rights inherent in or relating to the Software. 3. LICENSE GRANT Subject to Clause 10, once You have paid to Us the License Fee (as defined in Clause 4), You shall have a perpetual, nontransferable and non-exclusive right for You to install, run, and use the copy of the Software You have received, create Modifications (as further defined in Clause 5), on one single system owned and run by You, but solely for Your own internal purposes and solely as otherwise in accordance with this Clause 3, Clauses 6 and 7 below. This right is not sub-licensable. This right is explicitly made subject to the conditions that You agree to the terms and conditions of this Agreement, and that You comply with them. The one single system limitation applies to operative use of the Software and does not prohibit You from making copies of the Software on a testing environment, for the purpose of creating Modifications. However, if You choose to use the Modification You must uninstall the Software and no longer make operative use of it. 4. LICENSE FEE, OTHER FEES You agree to pay, as a consideration for the license granted to You under Clause 3, the current price as quoted on or as confirmed by Us in the order form ( License Fee ). The License Fee is a one-time fee that falls due no later than at the date You have downloaded or otherwise received the Software. We may ask You to make an advance payment. Further fees will be payable if You order further Services from Us, according to snowflake s then-current price list (e.g. maintenance fees for maintenance services set out in Clause 9 and Annex A). 5. SOURCE CODE, MODIFICATIONS You acknowledge to have received a copy of the Software in source code form which enables You to create Modifications (as defined hereinafter). "Modification" shall mean (i) any changes You make to a file that has been included in or otherwise is part of the Software (i.e. additions to or deletions from the contents of that file), or (ii) any new file You have created containing any part of the Software; or (iii) combinations of new files with the Software, with changes You have made according to (i) and/or with changes according to (ii). 6. NO DISTRIBUTION You must not distribute the Software, or Modifications You have created. You must not allow any third party to use the Software or Modifications, or any portions thereof, for any purpose. You may not rent, lease, or sublicense the Software or Modifications, or any portions thereof. You are not allowed to redistribute any part of the documentation for the Software. 7. PROHIBITED USES You must not remove, change, interfere with or obscure any copyright, acknowledgment, attribution, trademark, warning or disclaimer statement included in the Software or Modifications or otherwise applied in connection with the Software or Modifications. todoyu resources page 12/17

13 snowflake License Agreement 8. CONFIDENTIALITY You agree to keep in confidence all confidential information You have received from Us ( Confidential Information ). In particular, You agree not to disclose Confidential Information to third parties, except if such Confidential Information is otherwise available to the public with no fault of Yours. The term Confidential Information shall include, in particular but not limited to, the source codes and documentation related to the Software. You agree not to use the Software or other Confidential Information (as defined hereinafter) in any other way than explicitly permitted under this Agreement. However, if the Software or other Confidential Information is available to You under other legal terms You may use the Software and/or other Confidential Information under such other legal terms. 9. UPDATES AND PATCHES At Your request, we will provide You with maintenance services, including error correction and provision of updates according to the additional terms set out in Annex A. 10. TERM AND TERMINATION This Agreement and Your right to use the Software and Modifications will terminate immediately without notice if You fail to comply with the terms and conditions of this Agreement. The provisions of Clauses 6, 7, and 8 will survive any termination of this Agreement. Upon termination, You agree to immediately cease using and redistributing the Software, and to destroy all copies of the Software or Modifications You have made, including all accompanying documents. 11. DISCLAIMER OF WARRANTIES We disclaim all warranties and conditions, either express or implied, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, title and non-infringement, with regard to the Software. We do not represent that the operation of the Software will be uninterrupted or error-free, and You acknowledge that it is not technically practicable for Us to do so. 12. EXCLUSION AND LIMITATION OF LIABILITIES We shall not be liable for any damage, even if we have been advised of the possibility of such damage, caused by Us or Our directors. In particular, but not limited to, liability for special, incidental, indirect or consequential damages whatsoever (including, without limitation, damages for loss of business profits, business interruption, loss of business information or any other pecuniary law) arising out of Your use of the Software or Your inability to use the Software shall be excluded. This exclusion of liability does not apply to the extent a damage has been caused to You by a willful act or omission of Us. Our liability for auxiliary person of us, including our suppliers, shall be fully excluded. In case one of the exclusions of liability set out in this Clause 12 should not be enforceable, You agree that Our maximum liability under this snowflake Commercial License Agreement, whether in contract, tort, or otherwise, shall in no event exceed the License Fee paid to Us. 13. MISCELLANEOUS The rights of use granted herein apply only to the version of the Software received in connection with this Agreement. Any previous or subsequent license granted to You for use of the Software, or for an earlier or a subsequent version of the Software, shall be governed by the terms and conditions of the agreement entered in connection with that previous or subsequent transaction related to the Software. You may not assign this Agreement without Our prior written consent. This Agreement will inure to the benefit of Our successors and assigns. You acknowledge that this Agreement is complete and is the exclusive representation of our agreement with respect to the subject matter contemplated herein. No oral or written information given by Us or on our behalf shall create a warranty or collateral contract, or in any way increase the scope of this Agreement in any way, and You may not rely on any such oral or written information. If any provision in this Agreement shall be determined to be invalid or unenforceable, such provision shall be deemed replaced by a provision that achieves to the greatest extent possible the economic, legal and commercial objectives of the invalid or unenforceable provision; the remainder of this Agreement shall continue in full force and effect. 14. WRITTEN FORM This Agreement (including this Clause 14) may be modified only by a written instrument signed by You and Us. todoyu resources page 13/17

14 snowflake License Agreement 15. APPLICABLE LAW AND FORUM This Agreement is governed by the laws of Switzerland. Any choice of law rules will not apply. The parties irrevocably submit to the jurisdiction of the courts of Switzerland, Kanton of Zurich, and further agree to commence any litigation which may arise hereunder in the commercial court located in Zurich, Switzerland. todoyu resources page 14/17

15 snowflake License Agreement Annex A to the snowflake Commercial Software License Agreement At Your request, and subject to Your timely payment of Maintenance Fees (as defined hereinafter) and the delivery of further information reasonably necessary, snowflake will, according to the terms of this Annex A, provide You with error corrections, updates, and other services related to the Software ( Maintenance Services ), as further specified on Maintenance Services are only given for the version of the Software supplied by Us, and not for any version with Modifications. This Annex A, is an agreement that is separate from the snowflake Commercial License Agreement, and it shall become applicable between You and Us on the Effective Date (as defined hereinafter). This Annex A includes by reference the terms and conditions of the snowflake Commercial License Agreement. Term, Renewal, and Termination This Annex A shall come into effect on the earlier of (i) the date on which We, upon Your request, start providing Maintenance Services to You or (ii) the date on which We confirm to You in an or in writing that You have paid the applicable Maintenance Fee in full and that You have provided to Us with all the information we reasonably need to deliver the Maintenance Services (the "Effective Date"). This Annex A shall continue for consecutive one (1) year periods, until terminated by either party to the end of the then-current one year period by prior written notice of not less than three (3) months. A late termination notice will terminate this Annex A to the end of the following one year period. Maintenance Services If You have subscribed for Maintenance Services, You may download patches, updates and, to the extent supplied, upgrades to the Software, as they may be made available by Us from time to time. We make the respective files available for download from the snowflake web site or from any other other webspace on which these respective files are hosted, at the direction of Us. We provide technical information on Such information is generally accessible 24h, 7 days per week, except for scheduled or extraordinary downtimes as they may occur from time to time. We do not offer telephone nor on site support. We will, however, provide ticket support service during normal business hours, 8:30am 12:00am and 01:30pm - 5:30pm CET. No further Support is included in the Maintenance Fees. Information on Maintenance Services can be ed to You if You have registered an address with Us for this purpose. Because of uncertainties related to technology, We cannot guarantee the delivery of the s. Suspension of Maintenance Services Even before termination of this Annex A, We shall have no further obligation to provide Maintenance Services to You: (i) if and for as long You have not paid the applicable Maintenance Fee for the current one-year period; (ii) if the snowflake Commercial License Agreement is terminated; (iii) if You have requested Us not to provide further Maintenance Services to You, which You can ask Us at any time. However, and for the avoidance of doubt, You shall in no event be entitled to any refund of Maintenance Fees paid to Us. Maintenance Fees The fees payable for Maintenance Services ( Maintenance Fees ) shall be set out in snowflake s current price list. Except if We inform You otherwise, Maintenance Fees are yearly fees, payable in advance. Rights of Use Any computer program code provided to You as part of the Maintenance Services shall referred to as part of the Software, and any reference to the term "Software" applies to such computer program code. The right of use granted to You under the snowflake Commercial Software License Agreement extends to such computer program code. Limitation of Warranties and Remedies We warrant that the Maintenance Services we provide will be performed in a good and workmanlike manner. Requesting re-performance of services shall be Your sole remedy under this warranty. You shall have no remedy under the foregoing warranty to the extent that You fail to report in writing any defect claimed to be a breach of warranty within thirty (30) days of the performance of the Maintenance Services. THE EXPRESS WARRANTY SET FORTH IN THIS SECTION IS THE ONLY WARRANTY MADE BY US WITH RESPECT TO THE MAINTENANCE SERVICES PROVIDED BY US. WE MAKE NO OTHER WARRANTIES, EXPRESS, IMPLIED OR ARISING BY CUSTOM OR TRADE USAGE, AND, SPECIFICALLY, WE MAKE NO WARRANTY OF MERCHANTABILITY OR FITNESS FOR ANY PARTICULAR PURPOSE. OUR EXPRESS WARRANTY SHALL NOT BE ENLARGED, DIMINISHED OR AFFECTED BY, AND NO OBLIGATION OR LIABILITY SHALL ARISE OUT OF, OUR RENDERING TECHNICAL OR OTHER ADVICE OR SERVICE IN CONNECTION WITH THIS ANNEX A. todoyu resources page 15/17

16 snowflake License Agreement Exclusion and Limitation of Liability The exclusion and limitation of liability set out in Clause 12 of the snowflake Commercial License Agreement shall by reference apply to this Annex A, with the clarification that You agree that Our maximum liability under this Annex A, whether in contract, tort, or otherwise, shall in no event exceed the latest Maintenance Fee paid to Us. todoyu resources page 16/17

17 Help 7 Help You can get more information about this open source project at todoyu's website: todoyu has been brought to you by: snowflake productions gmbh Birmensdorferstrasse 94 CH-8003 Zurich Switzerland info@snowflake.ch Internet: , All rights reserved todoyu resources page 17/17