Project Plugin

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Project Service Plugin
Plugin.png
Current version v2.10
Maintainer SiT! Developers
Release status Warning.png unstable
This plugin is unstable and not recommended for use in production environments.


Contents

Project Service Plugin

Project Service plugin (Proserv) is a project/job tracking system that complements SiT. The plugin adds an extra item 'Proserv' to the main SiT menu.

Downloading

The Project Service plugin has not yet been released as a package for easy installation as it's still being worked on, you can, however, download it via subversion using this instruction:

svn co http://sitracker.svn.sourceforge.net/svnroot/sitracker/branches/project-plugin project-plugin

Installation

Note: At the moment the plugin is very rough and the code is rougher but bug reports and patches still welcome.

proserv.php should be placed in the /plugins directory and the rest of the files should be placed in the htdocs/ext/proserv directory.

We currently do not have a mechanism to automatically install the database schema this is available in the schema file and should be imported into the MySQL sit database manually.

Next Add proserv to the list of enabled plugins e.g. $CONFIG['plugins'] = array('proserv');

Listing Jobs

The main ProServ page is View All Jobs a table with a list of Jobs (and optionally Tasks, see Filters) showing ID Number, Title, Site, Status and Start Date. You can sort the list by clicking on the tiny arrow icons to the right of each column header and you can also filter the list to customise it and show only the jobs you want to see. Your sorting and filter will be remembered if you browse away from the page.

Related to the View All Jobs page is the View My Jobs page which is identical except it shows only jobs/tasks where you are listed as Project Manager, Salesperson, or an Engineer.

Filters

The filter control is at the top of the page and with it you can control which jobs you'd like to list and whether you'd like to show tasks. The filters currently available are (from left to right), Status, Show/Hide Tasks, Site, Consultant, Salesperson and Search.

'In Progress' Jobs

The 'Overview' page provides information about the current status of jobs.

This information is pulled directly from the jobs and tasks themselves, from the status, the value and the scheduled dates. If any of those data are outdated or incorrect then the overview page will give inaccurate information to the accounts team, therefore it is important that you make sure the information within a job and it's tasks is kept up to date.

In particular the Scheduled date and number of days for a task are important, the date and days should match exactly what the engineer works. If the engineer starts work on 23rd March for 2 days, then the schedule should say 23rd March - 2 days. Sounds obvious, but it is important that it's right.

Also important is that as soon as an engineer starts work on a job or task, it should be marked 'In Progress'. If it isn't, the progress information will not reach the accounts team.

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