Posts tagged "Global"13 posts

Update Projects On the Fly

Posted December 14, 2012

You can quickly see what's happening on all of your projects from the global view. For example, if you need to see time entries across all projects, just navigate to the global Timecard section where you'll see all the time entries, what project they are associated with, any notes associated with them, who submitted each one, etc. You also have the capability to sort on any column as in the screenshot below of the Timecard section headers and also filter by person to find what you need quickly.

Most importantly, you can easily make changes from the global sections in your project management app if needed. This includes marking items complete, adding time entries, editing entries such as tasks or tickets, moving calendar events with drag and drop, and much more. SInce there are lots of moving parts in each project, this helps speed things along and let's you stay focused on the important things. Click here to learn more about what's available in your project management tool.

Easily Track Tasks in Your Project Management Software

Posted April 5, 2012

Each project in Projecturf includes a Tasks section for creating tasks and subtasks and assigning them to staff members, clients, and managers on the project. After assigning tasks to users and setting due dates, you can easily track when tasks are completed, changed, or become overdue. To get notified of new tasks, completed tasks, and when tasks are edited, you can use the Dashboard section to view latest activity, subscribe to the Daily Progress Report email, use the RSS feeds, or allow email notifications for updates. When a task becomes late, the end date automatically turns red to notify you it is overdue as shown below.

When viewing your task lists, you can use the built-in filters to view tasks by person and to view incomplete or completed tasks. You can also use the quick sorting options to see them in the order you prefer as described here. These filters and sorting options let you quickly see the tasks that are due today, tasks that were completed, and the tasks that have upcoming deadlines for each person on the project.

You can also view and track the task lists across all projects from the Global Tasks section. If you want to see the overall workloads for each person, the Reports section includes a Global Task Assignment report for easily managing resources.

Another useful tool to get a quick overview of all tasks on your project is the Project Completion Report, which displays the status of every task and subtask (overdue tasks are also shown in red here), the due date, duration, who's responsible, and % complete. This report can be filtered and sorted based on your preferences. Visit this previous blog post to learn more about using the Project Completion Report in your project management tool.

Sharing Bookmarks & Code Snippets in Your Projects

Posted February 16, 2012

Projecturf allows you to store and share bookmarks and code snippets in each one of your projects. Adding bookmarks is simple and let's you keep a list of all the URL's that you need for a project and want to share. You can also store login information, add a name, and create a description for the link when entering the web address. Once you've added a link, click on the name and from there you can open it, delete it, or save changes to it. Bookmarks are added in the Tickets section and are accessible by anyone on the project. The Global Tickets section lists the bookmarks across all of your projects in one place. Adding bookmarks comes in handy when you need to share links with the project team or client, and also to store and remember important URL's.

Adding and sharing code snippets is just as easy as sharing bookmarks and is a useful tool for developers. You can copy and paste code from any programming languages directly into your project. To add your code, navigate to the Tickets section of your project and click the "+" button next to code snippets. Simply give it a name, select a language, and paste in your code. You can open the code at any time by clicking on the name you gave it. This is shared with everyone on a project and is also added into the Global Tickets section for quickly accessing code snippets for any projects. Visit our support center to learn more about uploading and sharing code snippets.

Using Multiple Project Calendars

Posted November 11, 2011

Every project in Projecturf has it's own calendar and set of contacts. You will typically have the same contact assigned to multiple projects, and therefore you'll want a quick way to check each users availability when adding a new event. By using the check attendee availability button in the add new panel on the calendar, you will be able to immediately see if there are any conflicts. As shown in the video below, clicking the check attendee availability button will show who is busy during the selected time. By navigating to the Global Calendar, you can see what has already been scheduled and the project the event is associated with. This will help you easily schedule meetings and events and make changes on the fly.

Easily navigate the Projecturf Interface

Posted September 15, 2011

The current Projecturf design and layout is the result of over a year spent in the lab refining every last detail with pixel-perfect precision and throughly testing each component. Projecturf was designed with the end user in mind to offer an intuitive and flexible project management software which is easy to navigate and customize, has practically no learning curve, significantly improves productivity, is aesthetically pleasing, and is enjoyable to use.

Here are some key components of the User Interface that differentiate Projecturf and make managing your projects simple:

• The Global section stays pinned on the left side to easily access it at any time. By clicking the Global tab, you will see data across all your projects and remain in the same section you were previously viewing in your project. You can also click your logo on the top left at any time to enter the Projects page.

• Pin up to 6 different project tabs to quickly jump back and forth between your projects. Drag and drop project tabs into any order you prefer. The selected project tab will be highlighted and you can close project tabs by clicking the "x" button on the tab. Quickly enter the project settings by clicking on the settings icon on the open project tab.

• Use the "+" button on top right of the main navigation bar to quickly add a new item from any page. The plus button is used in all project sections to add new data.

• Action panels are used throughout the app in all the project sections for changing or removing data. This was designed for consistency across sections, ease of use, and to unclutter data rows with lots of icons.

• Each project section is easily identified by the custom icons at the top of the page. Simply click an icon to enter a project section. Sections and functionality can be turned off in the Project Settings page for any user or for all users on the project.

• Find any data quickly using the gray filter bar or click the magnifying glass to search the project or section. Most sections such as Tasks and Tickets are laid out as simple lists that can be sorted or filtered to instantly access your critical project information. You can also sort the data by using the column headings right above your data.

• Projecturf is professional looking and fully customizable. You can set the background color, upload and crop your logo, set the navigation colors, create a unique subdomain, and also customize the colors for the Gantt charts and calendars.

• Projecturf deploys the latest web technologies such as jQuery and Ajax for a fast and efficient experience. To speed up your work, you can also use drag and drop to move and resize tasks and events on the calendar or the custom Gantt charts. Drag and drop is also utilized in other areas to make quick updates or changes. Contacts are dragged to create groups and project tabs can be moved quickly with drag and drop as well.

The UI is a top priority for us in order to create the best possible experience for our users. This results in a user-friendly and polished application which is easily adaptable into your workflow, without sacrificing features or functionality. Clients and employees will learn how to navigate and fully utilize Projecturf in minutes.

New Feature: Drag and Drop Gantt Charts

Posted August 25, 2011

We've just released drag and drop functionality on the custom Gantt charts. Now you can update your project schedules by quickly dragging or resizing tasks and subtasks right in the Gantt chart. You can use the global Gantt chart to make changes across all of your projects in one place or use the project Gantt chart for updating a single project. Filters are included on the top of the chart in order to view specific time periods, only show tasks and subtasks for a specific user, and to add/remove subtasks. There are also several sorting options available when displaying the chart.

To learn more about how the new drag and drop Gantt charts work, watch this short video tutorial:

New Calendar Enhancements: Printer-Friendly Format and Project Dates Added

Posted June 7, 2011

We have added a printer-friendly format to the global and project level calendars. You can now easily print out calendars from any browser and include both your events and tasks. Use the filtering bar to choose events, tasks, or all. After selecting an option, simply click on the printer icon to the far right on the filtering bar and you will see your calendar in print preview format, where you can quickly print.

We have also updated the calendar to include your project start and end dates. Due dates can be set from the Project Settings page and start dates are set when creating a new project. Along with showing on the Global Dashboard, the project dates are now displayed on the global and project calendars.

To notify you if a project is overdue, it will show up in red on the dashboard when past the due date. These project management tools will enhance your project visibility and tracking.

Latest Projecturf Enhancements: Edit Projects from Global Dashboard Sections

Posted May 16, 2011

With the new version of Projecturf, you can make changes to any of your projects using the Global Dashboard sections. Since the sections on the Global tab are used to view updates across all your projects, these enhancements will significantly speed up your work and help you get things done quickly. This provides a simple way to make changes while viewing everything in one place. You no longer need to enter a specific project to make the following changes:

• Edit event names, change dates and time, and update attendees from the Global Calendar
• Use drag and drop from the Global Calendar to change event and task dates and duration
• Edit task descriptions, dates, and responsibility from the Global Tasks section
• Enter timecard entries, mark tasks complete, include notes, and add subtasks from the Global Tasks section
• Edit timecard descriptions and notes, change rates and dates, and mark items paid from the Global Timecard section
• Add time entries and notes to tickets from the Global Tickets section
• Edit ticket categories, descriptions, priority, responsibility, and upload screenshots from the Global Tickets section

Additionally, if you wish to quickly drill down into a specific item such as a task, just click on the task from the Global Calendar or Global Tasks section and it will filter to that project and task. These new features were a result of customer feedback. To share ideas for your project management application and cast votes on existing requests, go to the Projecturf suggestion forum.

Version 3.0 is now Live!

Posted April 27, 2011

We have just released version 3.0 which is available to all new and existing customers. The new version of Projecturf has over 30 new features and enhancements and includes a major redesign of the User Interface.

Here is a list of several new features and functionality added in version 3.0:

• New User Interface which includes brand new icons resulting in a more modern look and feel, reduced vertical space for less scrolling, inline panels for better visibility when adding items, custom navigation colors, and a simplified layout.
• Advanced user permissions that allow you to set custom project level permissions for managers, staff, and clients. This includes hiding sections and setting read / write or view only access to each section.
• Custom subdomains have been added and therefore your new login address is: yourname.projecturf.com instead of projecturf.com/account/yourname
• Add multiple items at once by clicking add another in the add new panels to quickly enter any items. Available in all project sections.
• Pin up to 6 project tabs to the top of the navigation bar to easily navigate between projects similar to how internet browsers function.
• Drag and drop project tabs to order them based on your priorities.
• View all active timers from any section in the project and also with an icon on the project tabs.
• Run multiple timers at the same time.
• Set Global Calendar colors for each project from the project settings page.
• Add time to tasks and tickets directly from the task / ticket itself by clicking on the timer icon and entering your time.
• Quickly search for tasks and tickets when adding a new timecard. The results will auto-filter.
• View who has posted a ticket
• New support center with FAQ's, instructions on how to use each section, and more.
• Drag and drop calendar items from the Global Calendar while viewing all project schedules in one place
• Use the Global sections to make edits, add timecard entries and notes, and update task, ticket, and timecard entries
• Upgraded servers to add speed enhancements throughout the application which reduces page loading times
• You can now turn SSL security off if you'd like additional speed improvements

We're very excited about sharing Projecturf 3.0 with you and we hope you enjoy the new version and all Projecturf has to offer! We will be describing each of the new project management software features in more details over the coming weeks so stay tuned.

Enhanced Filtering

Posted November 12, 2010

We added new options for filtering your data in version 2.1. At both the global and project levels, you can quickly filter by person for Calendar events and Tasks by selecting a name from the drop down menu on the right side of the black bar. This makes it very simple to view someone's workload and to see what is planned for yourself or others. Here is an example of a filter from the Calendar section:

Projecturf also applies filtering tags in the Timecard and Development sections to easily add and remove filters. If filtering by billable items as seen here, a tag will appear and you can click to remove the filter.

These new project management tool enhancements help streamline the workflow and make it much easier to view your project data.