PluginBudget » History » Version 3
Eric Davis, 2008-09-10 20:06
Adding screenshots
1 | 1 | Eric Davis | h1. Budget Plugin |
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2 | 1 | Eric Davis | |
3 | 1 | Eric Davis | Budget is a plugin to manage the set of deliverables for each project, automatically calculating key performance indicators. |
4 | 1 | Eric Davis | |
5 | 1 | Eric Davis | h2. Features |
6 | 1 | Eric Davis | |
7 | 1 | Eric Davis | * Add new deliverable to a project - Fixed bid or Time Based |
8 | 1 | Eric Davis | ** New issues appended using JavaScript to the top of the deliverables list |
9 | 1 | Eric Davis | ** Clearing the New Deliverable form after a successful save using JavaScript |
10 | 1 | Eric Davis | * Listing of deliverables on a project |
11 | 1 | Eric Davis | ** Column sorting by: ID, Score, Subject, Budget, Spent, Due date, Progress |
12 | 1 | Eric Davis | * JavaScript drop down panel for each deliverable displaying |
13 | 1 | Eric Davis | ** Deliverable details |
14 | 1 | Eric Davis | ** Link to edit the deliverable |
15 | 1 | Eric Davis | ** Link to see the issues assigned to the deliverable, using a issue filter |
16 | 1 | Eric Davis | ** Mass assignment of all issues on a specific version to a deliverable |
17 | 1 | Eric Davis | ** Button to Delete the deliverable |
18 | 1 | Eric Davis | * Edit a deliverable on a project |
19 | 1 | Eric Davis | * Automatic calculations for deliverables based on the existing Redmine issue and timelog data |
20 | 1 | Eric Davis | * Calculations for the whole project, based on the deliverables |
21 | 1 | Eric Davis | * Flexible role based permissions using Redmine's permissions and roles system |
22 | 1 | Eric Davis | ** (none) - Can assign issues to a deliverable and filter on them. |
23 | 1 | Eric Davis | ** View - Can see the Budget tab and specific deliverable data: name, dates, progress, total budget |
24 | 1 | Eric Davis | ** Manage - Can do everything |
25 | 1 | Eric Davis | * Company defaults for: |
26 | 1 | Eric Davis | ** Non billable overhead - in dollars or as a % |
27 | 1 | Eric Davis | ** Materials - in dollars or as a % |
28 | 1 | Eric Davis | ** Deliverable profit - in dollars or as a % |
29 | 1 | Eric Davis | * Ability to add the Deliverable column to the Main Issues list, including sorting and filtering by Deliverable name |
30 | 1 | Eric Davis | * Adding the billable rate to project members on a per project basis |
31 | 1 | Eric Davis | |
32 | 3 | Eric Davis | h2. Screenshot |
33 | 3 | Eric Davis | |
34 | 3 | Eric Davis | !budget_plugin-budget_screen_thumb.png!:/attachments/download/924/budget_plugin-budget_screen.png |
35 | 3 | Eric Davis | |
36 | 3 | Eric Davis | !budget_plugin-issues_list_thumb.png!:/attachments/download/925/budget_plugin-issues_list.png |
37 | 3 | Eric Davis | |
38 | 3 | Eric Davis | !budget_plugin-member_billing_rates_thumb.png!:/attachments/download/926/budget_plugin-member_billing_rates.png |
39 | 3 | Eric Davis | |
40 | 2 | Eric Davis | h2. Getting the plugin |
41 | 2 | Eric Davis | |
42 | 2 | Eric Davis | A copy of the plugin can be found in the "downloads":https://projects.littlestreamsoftware.com/projects/list_files/redmine-budget at Little Stream Software and also on "GitHub":http://github.com/edavis10/redmine-budget-plugin/tree/master. |
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44 | 1 | Eric Davis | h2. Install |
45 | 1 | Eric Davis | |
46 | 1 | Eric Davis | # Before installing, make sure you are running Redmine after r1796. |
47 | 1 | Eric Davis | # Follow the Redmine plugin installation steps at: http://www.redmine.org/wiki/redmine/Plugins |
48 | 1 | Eric Davis | # Login to your Redmine install as an Administrator |
49 | 1 | Eric Davis | # Enable the permissions for your Roles |
50 | 1 | Eric Davis | # Setup your companies defaults in the Plugins' configuration panel |
51 | 1 | Eric Davis | # Add the "Budget module" to the enabled modules for the projects you want to manage |
52 | 1 | Eric Davis | # The link to the plugin should appear on that project's navigation |
53 | 1 | Eric Davis | |
54 | 1 | Eric Davis | h2. Usage |
55 | 1 | Eric Davis | |
56 | 1 | Eric Davis | h3. Adding deliverables |
57 | 1 | Eric Davis | |
58 | 1 | Eric Davis | # Use the "New Deliverable" link on sidebar of the Budget page to add a new deliverable |
59 | 1 | Eric Davis | # The deliverable can be a Fixed Bid or an Hourly deliverable. The type can be changed later. |
60 | 1 | Eric Davis | # Saving the deliverable will add it to the Deliverable list. |
61 | 1 | Eric Davis | |
62 | 1 | Eric Davis | h3. Viewing deliverables |
63 | 1 | Eric Davis | |
64 | 1 | Eric Davis | # Clicking the pencil icon will drop down the deliverable details, with summary and calculations about the deliverable. |
65 | 1 | Eric Davis | # Links on the left can be used to edit or delete a deliverable and well as view the issue list for the deliverable. |
66 | 1 | Eric Davis | |
67 | 1 | Eric Davis | h3. Assignment of an issue to a deliverable |
68 | 1 | Eric Davis | |
69 | 1 | Eric Davis | Edit an issue and select the deliverable from the dropdown |
70 | 1 | Eric Davis | |
71 | 1 | Eric Davis | h3. Bulk assignment of issues to a deliverable |
72 | 1 | Eric Davis | |
73 | 1 | Eric Davis | # Select multiple issues on the issue list |
74 | 1 | Eric Davis | # Right click and select the edit option |
75 | 1 | Eric Davis | # Select the deliverable from the dropdown and save |
76 | 1 | Eric Davis | |
77 | 1 | Eric Davis | h3. Bulk Assignment of issues by Version |
78 | 1 | Eric Davis | |
79 | 1 | Eric Davis | Issues can be bulk assigned to a deliverable based on a Version. |
80 | 1 | Eric Davis | |
81 | 1 | Eric Davis | # Expand the Deliverable to view it |
82 | 1 | Eric Davis | # Select the Version in the drop down box |
83 | 1 | Eric Davis | # Click the Bulk Assign button |
84 | 1 | Eric Davis | # All issues for that version will now be assigned to that Deliverable |
85 | 1 | Eric Davis | |
86 | 1 | Eric Davis | h2. License |
87 | 1 | Eric Davis | |
88 | 1 | Eric Davis | This plugin is licensed under the GNU GPL v2. See LICENSE.txt and GPL.txt for details. |
89 | 1 | Eric Davis | |
90 | 1 | Eric Davis | h2. Project help |
91 | 1 | Eric Davis | |
92 | 1 | Eric Davis | If you need help you can contact the maintainer at his email address (See CREDITS.txt) or create an issue in the Bug Tracker. |
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94 | 1 | Eric Davis | h3. Bug tracker |
95 | 1 | Eric Davis | |
96 | 1 | Eric Davis | If you would like to report a bug or request a new feature the bug tracker is located at https://projects.littlestreamsoftware.com/projects/show/redmine-budget |