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2.2. Installation and Configuration of Project Tracker

Table of Contents

2.2.1. Installation
2.2.2. Setting permissions
2.2.3. Setting the notification sender parameter
2.2.4. Assignment Options

2.2.1. Installation

Project Tracker is installed via the Package Manager. It requires ACS-Workflow and General Comments to be installed and mounted on your site. The initialization page will warn you if the two packages are not mounted, so it shouldn't be possible to use Project Tracker without ACS Workflow and General Comments.

2.2.2. Setting permissions

The next step in installing Project Tracker is setting the permissions for the Project Tracker instance. Each instance of Project Tracker corresponds to one project plan, so permissions should reflect the team structure for the particular project.

Permissions

      Admin: general_comments_create,
             admin on Project Tracker

      Team member: general_comments_create, 
                   read and write permissions on Project Tracker
	           read and write permissions on ACS Workflow

      Client: read permission on Project Tracker
    

Project Tracker recognizes three basic permissions: read, write, and admin and they must be set in the site-map. Parties with write permissions can create, edit, assign, comment, and move tasks. Members of the project team should have write permission. Parties with only a read permissions cannot modify tasks and cannot view estimates or assignments: they can only see the task description, and the binary states of the tasks (incomplete/complete). Clients who should not see the full detail of the project plan should have this permission. Finally, the admin permission grants the power to drop, delete, and reactivate tasks. Project leads and project managers should have admin permissions.

2.2.3. Setting the notification sender parameter

Email notifications are sent when tasks are assigned. You can set who this email is from via the Project Tracker admin page under /admin. Only parties with admin permissions can be designated as the notification sender.

2.2.4. Assignment Options

Project Tracker supports three methods for selecting who to assign to a task. The first is a simple list of links where a single click will assign the person. If the team is relatively large you will get a drop-down menu. Finally, if the team is very large, there will be a search option. Two parameters, PTAssignmentDropdownThreshold and PTAssignmentSearchThreshold, controls when the selection method will change. If the number of people on your team is greater than PTAssignmentSearchThreshold, PT will use a search box, and the same applies for PTAssignmentDropdownThreshold.

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