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VNCproject Web Client User Manual

Updated till 5.0.9 version

Getting started

Log in

  1. Navigate using your web browser to the URL provided by your administrator.
  2. Enter your credentials in the respective fields.
  3. Click LOGIN.

Edit account information

You can edit information like your email address, full name, period of payment, and display language.

  1. In the upper-right corner, click the avatar icon.
  2. Select Settings.
  3. Navigate to the Account tab.
  4. Update your basic info.
  5. Click Save.

Change email notifications

You can control for which events you'd like to receive notifications by email.

  1. In the upper right corner, click the avatar icon.
  2. Select Settings.
  3. Navigate to the Notifications tab.

  4. Set the events about which you want to be notified by email:

    • For any event on all my projects
    • For any event on the selected projects only
    • Only for things I watch or I'm involved in
    • Only for things I watch or I am assigned to
    • Only for things I watch or I am the owner of
    • No events

  5. Choose whether you only want to receive notifications with high importance and thus filter out changes with low priority.

  6. Toggle on I don't want to be notified of changes that I make myself if you do not want to be notified of your own changes.
  7. Click Save.

Customize preference settings

Your preference settings let you customize some elements of VNCproject to your liking, including font, time zone, display comments, and other attributes.

  1. In the upper right corner, click the avatar icon.
  2. Select Settings.
  3. Navigate to the Notifications tab.

  4. Select the preferences you want to change:

    • Hide my email address: If you want to keep your personal email address private, toggle on Hide my email address.
    • Time zone: The time zone used for date and time information across VNClagoon products.
    • Display Comments: Choose one of the two methods to display comments: In chronological order (from newest to oldest) and In reverse chronological order (from oldest to newest).
    • Warn me when leaving a page with unsaved text: Choose whether or not to receive confirmation whenever you leave the page with unsaved data.
    • Font used for text areas: Choose which font you want to set as a default font.
    • Number of recently used projects in jump box: Choose the number of recently used projects in the Jump to a project box located at the top right of each page of VNCproject.
    • Issue's history default tab: Issue history is the overall history of the changes done on the issue/ticket. Choose which issue's history tab you want to set.
    • Code highlighting toolbar languages: Specifies which programming languages ​​are to be recognized and parsed accordingly. Default: c, cpp, csharp, css, diff, go, groovy, html, java, javascript, objc, perl, php, python, r, ruby, sass, scala, shell, sql, swift, xml, yaml.
    • Default Page after login: Choose which page you see after logging in.
    • Robot logo: Decide whom you prefer as your virtual assistant - Vincent or Vincenta.
    • Use TinyMce (Wysiwyg Editor): It allows non-technical users to format content without knowing how to code.
    • Enable preview pop-ups in ticket lists:

  5. Click Save.

Add an alternate email address

You can add alternate email addresses in addition to your primary one that you can use to receive VNCprojects notifications. You can delete or disable alternate emails at any time.

  1. In the upper right corner, click the avatar icon.
  2. Select Settings.
  3. Click the EMAILS button.
  4. Enter an email address into the Add Email Address field.
  5. Click Add.

Create a checklist template

You can add templates (for example, a repeatable TODO list of tasks) and those templates can be attached to tickets. Once added, you will the checkboxes in the ticket to mark the TODO items as done/undone quickly.

  1. In the upper right corner, click the avatar icon.
  2. Select Settings. You'll be redirected to the Account page.
  3. Click the CHECKLIST TEMPLATES button.
  4. Click the NEW CHECKLIST TEMPLATE button.
  5. Fill in the Name and Templates Items fields.
  6. Select the category name from the drop-down menu.

  7. Set visibility options:

    • Visible to me only
    • Visible to any users.

  8. Click Create.

You can edit or delete a checklist template at any time from the Checklist template page. Click Edit or Delete next to the template you want to edit or delete accordingly.

Update ICS export settings

VNCproject provides the option to export files for the tickets list which then can be imported into any calendar application and all the tickets having start/due dates will be reflected on the calendar.

  1. In the upper right corner, click the avatar icon.
  2. Select Settings.
  3. Click the ICS EXPORT button.
  4. Select proper options.
  5. Click Save.

You should see the notification stating ICS export settings have been updated successfully.

Change account password

  1. In the upper-right corner, click the avatar icon.
  2. Select Settings. You'll be redirected to the Account page.
  3. Click the Change Password button.
  4. Enter your current password and your new password in the form displayed.
  5. Click Apply.

Change an account photo

Your account photo (also known as an avatar) represents you in VNCproject and illustrates your comments. When you upload your avatar, you can resize and reposition it to make sure it looks great.

  1. In the upper right corner, click the avatar icon.
  2. Select Settings. You'll be redirected to the Account page.
  3. Click the pencil icon .
  4. Hover the pointer over the current image and click Upload.
  5. Choose an image from your device and adjust the size of your photo.
  6. Click Apply.

You should see the notification stating Avatar uploaded successfully.

You can also remove your account photo or upload a new one at any time.

Log out

  1. In the upper right corner, click the avatar icon.
  2. Select Log Out.

Dashboard

Quick overview of Dashboard

The Dashboard enables you to view information about virtually all areas of the data in VNCproject in a single, convenient location that each user can customize to their specific needs and preferences.

Dashboards are made up of three hierarchical components.

  1. Portlet: A window that contains information
  2. Page: A collection of Portlets on a single screen (each page appears as a tab at the top of the dashboard screen)

Most dashboard layouts consist of many portlets that are organized on several tabbed pages. The views typically contain portlets that are related to each other such as:

  • Agile Board and Tasks assigned to a user.
  • Achievements and Trophies.
  • Open tasks and Incidents.

Add a page to the dashboard

You can create a "page" in your dashboard layout in which you can place one or more portlets. Typically, a view will contain portlets related to a specific function or type of information. Each view will be designated as a separate tab at the top of your dashboard screen.

  1. Navigate to My page > Dashboard.
  2. Click + New Tab.

A new page will be added to the dashboard that will appear as a blank screen with a tab at the top containing the default name.

Rename a page in the dashboard

  1. Navigate to My page > Dashboard.
  2. Click the kebab menu icon next to the page you want to rename.
  3. Select Rename from the dropdown menu.
  4. Give the page a new name.
  5. Click the checkmark.

Duplicate a page in the dashboard

  1. Navigate to My page > Dashboard.
  2. Click the kebab menu icon next to the page you want to duplicate.
  3. Select Duplicate from the dropdown menu.

Delete a page from the dashboard

  1. Navigate to My page > Dashboard.
  2. Click the kebab menu icon next to the page you want to delete.
  3. Select Delete from the dropdown menu.

Add a portlet to a new page

You can add as many portlets as can practically fit on a page.

  1. Navigate to My page > Dashboard.
  2. Click the Add Portlets.
  3. Check the box next to the portlets you want to add to the page.
  4. Click Save.

Add a portlet to an existing page

Once the first portlet has been added, you can add additional portlets.

  1. Navigate to My page > Dashboard.
  2. Click the collapse arrow icon on the right of the Dashboard.
  3. Check the box next to the portlets you want to add to the page.
  4. Click Save.

Arrange portlets on an existing page

After adding one or more portlets, you can move it to a different location on the page.

  1. Navigate to My page > Dashboard.
  2. Hover the mouse pointer over the title of the portlet.
  3. Click and hold the left mouse button.
  4. Drag the portlet to its new location.

Agile Board

Quick overview of Agile Board

Agile boards let you track progress in an intuitive, meaningful way. A quick look at a board is enough to tell you how many tasks you are currently working on, how many are completed, and how many are waiting in the backlog.

From Agile Board, you can create an Agile card, meta roadmap, and ticket, customize your capacity, and check a user's account information.

The Agile board consists of three key components:

  1. Board represents a place to organize tickets, and all the little details, and collaborate with your teammates.

  2. Columns keep cards or specific tickets organized in their various stages of progress. An Agile Board is organized into the following columns:

    • Overdue
    • Open Tasks
    • Tasks with In progress and To be done statuses divided into days of the week.

  3. Cards represent the smallest, but most detailed unit of an Agile Board. Cards are used to represent tickets that need to get done. To create a new card, click the plus icon at the bottom and select New Agile card. You can drag and drop agile cards across columns to show progress. There’s no limit to the number of cards you can add to an Agile Board.

Create an Agile card

Tickets are displayed as cards on an Agile board, allowing teams to prioritize, assign and track issues efficiently. You can move cards with drag-drop and edit them straight on the board.

  1. Navigate to My page > Agile board.
  2. At the bottom, click the plus icon .
  3. Select New agile card.
  4. Complete the ticket form.
  5. Click Create.

Your newly created ticket will appear under the Open tasks section.

Change the display of Agile cards

Cards on Agile Board can be displayed in three ways. Select your preference by clicking a respective icon in the upper right of the page.

The available display options are as follows:

  • Large. Display the ticket summary, ticket details such as Assignee, Project, Type, Statu, Priority, Due date, ID, Estimated time, and Spent hours, the progress bar, comments and tags.
  • Medium. Display the ticket summary and ticket details.
  • Small. Display the ticket title, assignee, status, priority, and progress bar.

Move an Agile card

Agile Board lets you create on-the-fly draggable cards.

  1. Navigate to My page > Agile board.
  2. Drag and drop cards to rearrange their importance.

Edit an Agile card

There are 2 ways to edit a card.

Way 1. Using the "Edit in overlay" option.

  1. Navigate to My page > Agile board.
  2. In the upper right corner of the card, click the kebab menu icon .
  3. Select Edit in overlay from the dropdown menu.
  4. Edit the card.
  5. Click UPDATE.

Way 2. Without opening the "Edit Ticket" window.

  1. Navigate to My page > Agile board.
  2. Click on the field you'd like to update.

Add a comment to an Agile card

Comments can be added to cards when communicating and collaborating with teammates, like giving feedback or updates. @ mention a member of your board or team in a comment and they will receive a notification in VNCtalk.

  1. Navigate to My page > Agile board.
  2. Under the Comments section of a required card, click the pencil icon .
  3. Write your comment.
  4. Click Save.

Clone an Agile card

To clone a ticket means to create a duplicate ticket within the same project. A cloned ticket can be considered a new ticket and edited like other tickets.

We should consider the following points while cloning an issue.

  • A cloned ticket is completely a separate ticket from the original ticket.
  • Any action or operation taken on the original ticket does not have any impact on the clone ticket and vice-versa.

Information that is carried from the original issue is as follows:

  • Assignee
  • Type
  • Project
  • Target Version

Information that is not cloned:

  • Time Tracking
  • Comments
  • Status
  • Priority
  • Attachments

To clone a ticket on Agile Board:

  1. Navigate to My page > Agile board.
  2. In the upper right corner of the card, click the kebab menu icon .
  3. Select Clone ticket from the dropdown menu.
  4. Complete the ticket form.
  5. Click Create.

You can easily obtain and share a link to a card in VNCproject. When you're linking to a card then the person you're sharing the link with must have access to the card to open the link.

  1. Navigate to My page > Agile board.
  2. In the upper right corner of the card, click the kebab menu icon .
  3. Select Copy link from the dropdown menu..

You should see the notification stating Link copied to clipboard.

Access a card timeline

You can access the timeline view directly from your board.

  1. Navigate to My page > Agile board.
  2. In the upper right corner of the card, click the kebab menu icon .
  3. Select Show history from the drop down menu.

Add time to a card

  1. Navigate to My page > Agile board.
  2. In the upper right corner of the card, click the kebab menu icon .
  3. Select Log time from the drop down menu.
  4. Complete the Hours and Comment fields.
  5. Click SUBMIT.

Open a card in a new tab

  1. Navigate to My page > Agile board.
  2. In the upper right corner of the card, click the kebab menu icon .
  3. Select Open in new tab from the dropdown menu.

Meta tasks on Agile Board

Meta tasks are a high-level description of what you want to achieve, but not the detailed planning itself which is done in a given target version and one or more tickets.

Meta tasks are those with the following icon on the avatar.

  1. Navigate to My page > Agile board.
  2. In the upper right corner of the card, click the kebab menu icon .
  3. Select Add related ticket from the dropdown menu. The Add related ticket modal window will open.
  4. Start entering your query in the Search field or filter your results by Project, Author, Assignee, or the date when the ticket was created.
  5. Results will appear on the left. Select a required one and click it. You should see the ticket data on the right.
  6. Click Add.

  1. Navigate to My page > Agile board.
  2. In the upper right corner of the card, click the kebab menu icon .
  3. Select Show related ticket from the dropdown menu.

Manage your capacity

There are 2 ways to manage your capacity.

Way 1. Using the "Manage my capacity" option.

  1. Navigate to My page > Agile board.
  2. At the bottom, click the plus icon .
  3. Select Manage my capacity.
  4. Customize the capacity.
  5. Click Update.

Way 2. Using the quick editing option.

You can edit your capacity related to a specific day.

  1. Navigate to My page > Agile board.
  2. Under the specific day section, hover the mouse pointer over the capacity point and click it.
  3. Customize the capacity.
  4. Click Save.

View profile information

Every user in VNCproject has an account where you can view all available data about that person. You can also connect with a user through video/audio calls, send a message, open a form to compose an email, or create a task for them.

  1. Navigate to My page > Agile Board. You'll see all tickets assigned to you.
  2. Click Filter.
  3. Under the Assignee section, click the plus icon and select a user to open their user account.
  4. Click Apply. You'll see all tickets assigned to that person.
  5. Click a user's account picture and then the account picture again. The sidebar of their personal space will be opened.

Buttons (1) that launch some actions in a corresponding VNC product:

A user's profile (2) displays general information. The data accessible via these tabs depends on your role within your organization:

  • Info. Displays basic information with full name, the role of a team member, email, timezone, and language.
  • Recent activity. Allows you to review activity on VNCproject.

Achievements

Quick overview of Achievements Board

On the Achievements board, users can see their weekly achievements at a glance and also see their recent activity with awards.

  • Accomplishment badge (1)

There are 4 types of achievement badges:

Badges Description
Lemon Trophy Means that the performance is below expectations.
Bronze Trophy Means that the performance is satisfactory over a certain period.
Silver Trophy Means that the performance is good over a certain period.
Gold Trophy Means that the performance is outstanding over a certain period.
  • Productive vs Unproductive Tickets Report (2)

The report shows how many tickets have been closed against what’s remaining.

Productive tickets Unproductive tickets
Closed: Shows the number of tickets closed. Regression: Shows the number of tickets related to frequently changing requirements and code changes.
Closed within initial ETA: Due date changes: Shows the number of tickets where the date was changed.
Moved to testing: Shows the number of tickets moved to testing. Re assigned: Shows the tickets were newly assigned to a person.
*Moved to deployment to live: * Shows the number of tickets moved to deployment to live. OTA increased: Show the tickets where the OTA was changed.
Created: Shows the number of tickets created. Meeting/ Calls: Shows he number of Meeting/ Calls scheduled.
Time logged: Shows the time logged.
Done ratio: Shows the tickets compelation.
  • Employee Capacity Pie Chart (3)

Reflect employee capacity and shows the time that the team member spends working on projects and tasks.

  • Closed Tickets Report (4)

The report shows closed tickets over a period of time. This can help you track how many tickets were closed over a period of time.

Generate a report

Reporting helps you track and analyze your team member's work throughout a project.

  1. Navigate to My page > Achievements.
  2. Click Filters.
  3. Check the User box and select a required user from the drop-down list.
  4. Check the Date box and select a specific date period from the drop-down list.
  5. Click + Filter to filter tickets by priority, project, and type.
  6. Click Apply.

Release Notes

Quick overview of Release Notes

If you organize your projects with versions, you can generate release notes for all the tickets within a version. Release notes can include rich text fields, images, and video links.

Release notes provide information about new features, changes, and bug fixes.

Create a release note

You can generate release notes based on the tickets.

  1. Open a ticket.
  2. Click the Edit button.
  3. Select the Release Notes chip.
  4. Type a description for a release note. Release notes can include rich text and plain text fields, media such as images, videos, and other files.

  5. From the Release notes category dropdown menu, select one of the following options:

    • Public. Public release notes are intended for end-users of a product.
    • Internal. Internal release notes are to be read by internal teams in a company.

  6. From the Release notes type dropdown menu, select a required option.

  7. (Optional) In the Video URL field, enter a video link.
  8. (Optional) Check the box next to the Include mockups if you want to add mockups to your release note.
  9. Click Update.

Filter release notes

You can filter release notes by a product, target version, public date and release notes category.

  1. Navigate to My page > Release Notes.
  2. Click Filter.
  3. Click the plus icon and select the attribute you want to filter release notes.
  4. Click Apply.

Manage release notes

Only user with adninistrative rights can manage relase notes.

You can manage release notes for all the tickets within a version. This allows you to quickly copy all the changes associated with your release so you can create a release notes document.

Publish a version

  1. Navigate to My page > Release Notes.
  2. Click the Manage Release Notes button.
  3. Click Publish next to a required version.

All release notes assigned to that version will be published.

Republish a version

  1. Navigate to My page > Release Notes.
  2. Click the Manage Release Notes button.
  3. Click Republish next to a required version.

Retract a version

  1. Navigate to My page > Release Notes.
  2. Click the Manage Release Notes button.
  3. Click Retract next to a required version.

Calendar

Quick overview of Calendar

The Calendar within VNCproject provides you with a more focused view of all tickets that have to be handled within a month, regardless of their importance. This makes it easier for you to focus on assignments that come with a defined due date.

  • Calendar interface with a monthly view. The calendar provides an overview of the current project as a monthly view. This view displays all the issues that have at least a start date and indicates their start date and (if available) their due date.
  • Ticket filter. To see only the appropriate tickets you need to schedule, just use the "Filters" menu for that purpose. You can select the users who you need to allocate the tickets to.
  • Personal and managerial view. You can instantly see when a user is busy with meetings or other ticket allocations. Moreover, you also see the users' load, which prevents you from planning tickets for the time of their unavailability.

Filter tickets on Calendar

It is possible to define filters to define a subset of tickets to be shown on the calendar.

  1. Navigate to My page > Calendar.
  2. Click Filter.
  3. Click the plus icon and select the attribute you want to filter tickets.
  4. From the Month dropdown menu, select a required month.
  5. From the Yesr dropdown menu, select a required year.
  6. Once done, click Apply.

Tickets

Quick overview of Ticket

In VNCproject, teams use tickets to keep track of individual pieces of work that need to be completed. Based on how your organization utilizes VNCproject, a ticket could represent an assigned task, a support complaint, a leave request form, etc.

Here’s an example of a ticket:

  1. Ticket actions: Edit a ticket, clone it, log time spent working on it, and perform other actions.
  2. Ticket details: See the ticket details such as assignee, description, status, etc., add attachments to the ticket, relate tickets together, and more.
  3. Ticket activity: See the whole ticket history, so you can get a better grasp on how the ticket was changing in the past.

Create a ticket

Tickets are the most common items in VNCproject. A ticket can be added to a specific project. Users can create tickets within projects if given permission (managed by administrators at Administration > Roles and permissions).

  1. Navigate to Projects > Projects.
  2. Click the down arrow next to All Projects and select the project you want to add a ticket to.
  3. At the bottom, click the plus icon .
  4. Select New Ticket.

  5. Fill in all required fields and any other fields that you want:

    • In the Subject field, type the name of the ticket.
    • In the Estimated time field, determine the time required to complete a ticket.
    • In the Done Ratio field, select the percentage of task complete. The Done ratio section shows the time logged so far, and time remaining.
    • From the Project dropdown, you can change the project you want to add a ticket to.
    • Check the box next to Private if you want to limit project members or users can view the ticket. The users who can view are watchers, assignees, project managers, administrators, and authors.
    • In the Description field, write the resume of the ticket.
    • In the Status field, select the status. If you are creating a new ticket, you need to set the status to New. However, you can update the status of the ticket later on.
    • Assign the ticket to a user.
    • Set the start date and due date of the ticket.
    • In the Target version field, select the target version where the ticket is in. You can also create a new target version by clicking the plus icon next to the Target version field.
    • In the Priority field, set the priority to Immediate, Urgent, High, Normal, and Low.
    • In the Analytical Account field, select the analytical project to which the project was created.

  6. Click Create.

Add recurrence to a ticket

Recurring tickets repeat over a specified interval of time. To make a ticket recurring, add recurrence to it.

  1. Open a ticket.
  2. Under the Recurrences section, click the plus icon . You will be redirected to the Add recurrence page.
  3. Fill in the Interval Number field. This is an integer greater than 0 that specifies how often a ticket repeats. For example, if the recurrence rule is a weekly recurrence rule and its interval is 1, then the pattern repeats every week. If the recurrence rule is a monthly recurrence rule and its interval is 3, then the pattern repeats every three months.
  4. Fill in the Interval Units field. This is a value that indicates whether the recurrence rule is daily, weekly, monthly, or yearly.
  5. Check the box next to Fixed schedule if you want to schedule your ticket.
  6. Click Create recurring task.
  7. You can edit or delete a recurring ticket by clicking the pencil icon or trash icon next to it.

Relate tickets together

There may be existing tickets that relate to the one you're working on, and their details can help add more context.

  • Once you add the related tickets, they will appear in the Related Tickets section.
  • The Related tickets section is visible on both the original ticket and the related ticket.
  • Clicking on the related ticket will open the ticket in a new tab on your browser for easier viewing.

To relate tickets together:

  1. Open a ticket.
  2. Under the Related tickets section, click the plus icon .
  3. From the Related to drop-down menu, select the type of relation between tickets.
  4. In the Ticket # field, enter the number of the ticket to be linked.
  5. Click Add.

Delete a linked relation between tickets

  1. Open a ticket.
  2. Under the Related tickets section, click the trash bin icon next to the linked ticket.

  1. Open a ticket.

  2. Under the Related tickets section, click the kebab menu icon next to the linked ticket to perform the following actions on it:

    • Edit a ticket
    • Change status, type, priority, target version, assignee, % done, analytic account, and story points.
    • Add tags
    • Log time
    • Copy a ticket
    • Delete a ticket

Relate a ticket and meta task together

If a meta task was assigned to you, you can relate a meta task and a ticket while editing the one.

  1. Open a ticket.
  2. Under the Related meta tasks section, click the plus icon .
  3. In the Meta task # field, enter the number of the task to be linked.
  4. Click Add.

Add an attachment to a ticket

  1. Open a ticket.
  2. Scroll down to the Attachments section and click the plus icon .
  3. Select a required file/ image from your computer.

Download attachments in a ticket

  1. Open a ticket.
  2. Under the Attachments section, hover the pointer over a file/ image you want to download and click the download icon .
  3. (Optional) You can download all of attachemnts at once. Click the download icon in the upper right corner of the Attachments section.

Delete attachments in a ticket

The deletion process is non-reversible and hence must be exercised with caution.

  1. Open a ticket.
  2. Under the Attachments section, hover the pointer over a file/ image you want to delete and click the trash bin icon .

Add a tag to a ticket

  1. Open a ticket.
  2. Scroll down to the Tags section and click the plus icon .
  3. Select a tag from the menu.

Add a watcher to a ticket

You can also add watchers to make sure they're informed of important ticket updates.

  1. Open a ticket.
  2. Under the Watchers section, click the plus icon .
  3. Search for and select a user you want to assign as a watcher.
  4. Click Add.
  5. To remove a watcher from a ticket, hover the mouse pointer over the watcher and click the cross icon.

The selected watcher/ watchers will now automatically receive a message if the ticket is edited or its status changes.

Edit a ticket

There are 2 ways to edit a ticket.

Way 1. Using the "Edit" button.

  1. Open the ticket.
  2. Click the Edit button. You'll be redirected to the "Edit Ticket" page.
  3. Modify the ticket details.
  4. Click Update.

Way 2. Without going to the "Edit Ticket" page.

  1. Open an issue.
  2. Click on the field you'd like to update.

There's also no need to press save when you edit ticket details, as whatever you enter is saved as soon as you click a field.

Log time on a ticket

VNCproject makes it easy for you to keep track of time spent on your tickets. This will let you compare your original estimate with how long it took to resolve the issue.

  1. Open a ticket.
  2. Click the LOG TIME button. The Log Time modal box will open.
  3. Fill in the Hours and Comments fields.
  4. (Optional) Complete any other fields.
  5. Click CREATE.

Watch/ unwatch a ticket

Watching means you receive notifications when things happen on a ticket. For example, when someone comments on or edits the ticket, you'll receive notifications in VNCtalk.

  1. Open a ticket.
  2. Click the Watch button.
  3. To unwatch a ticket, click the Unwatch button.

Clone a ticket

If you ever need to create a duplicate of a ticket, there’s no need to do everything manually. Cloning enables you to duplicate a ticket, copying over most information from a ticket like the "Subject" and "Description" fields and more.

Cloned tickets exist as a separate entity from the original ticket. Their only connection is that, upon cloning, the two tickets are linked — though you can unlink them at any time.

  1. Open a ticket.
  2. Click the Clone Ticket button. You'll be redirected to the "New Ticket" page.
  3. Edit the information as needed.
  4. Uncheck the box next to Link copied issue if you want to unlink two tickets.
  5. Click CREATE.

Delete a ticket

To delete the tickets, you should have delete tickets permission enabled. When the ticket is deleted, the following ticket-related items are also deleted:

  • Attachments
  • Comments and notes
  • Ticket activity entries

To delete a ticket:

  1. Open a ticket.
  2. Click the Delete button.
  3. Click OK in the delete confirmation dialogue box to permanently remove the ticket.

Export a ticket as PDF

You can export tickets in the standard business document file format to share, print, and email them.

  1. Open a ticket you want to export as PDF.
  2. Scroll down to the bottom and click PDF.

Comment on a ticket

Comments can range from simple text updates to let watchers know what's happening on the issue, to code snippets, images, tables, and more.

  1. Open a ticket.
  2. Click the Edit button. You'll be redirected to the "Edit Ticket" page.
  3. In the Notes box, type your comment.
  4. Click Update.

Mention your teammates

If you need someone to know about a comment, you can mention them in it. Type @ followed by their name, then choose the right person from the list. The person you mention will be notified about your comment and can quickly jump to the ticket to see what's happening.

Make a comment private

If your comment is only meant for a specific group or project role, you can make your comment private by checking the box next to Private notes.

Quote a comment

If you want to respond to a specific comment rather than just leave a new comment directly at the bottom of a ticket, you can create a comment thread for this purpose.

  1. In the upper right corner of the comment you want to respond to, click the quotation mark .
  2. Click into the text box at the bottom of this comment thread and start creating your response.
  3. Click Update.

Edit a comment

You can edit an existing comment you wrote on a ticket.

  1. In the upper right corner of the comment you want to edit, click the pencil icon .
  2. Make your changes.
  3. Click Update.

Robot planning

VNC has integrated the Agile Board into the project management tool VNCproject to promote the self-organization of team members. New virtual team members Vincent and Vincenta will be triggered at every time needed to keep the user's Agile board under control and efficient. You can choose a favorite robot assistant (Vincent or Vincenta) in the account settings. The profile of the robot will be shown in all dialogs based on the option. By default, robot assistant Vincenta is selected.

The robot appears in cases:

  • At the first login to plan the capacity;
  • When you are over or under the capacity plan;
  • When a new ticket is assigned to you;
  • When you should add spent time after some work. The work is blocked if you skip the robot 3 times;
  • When you should enhance the team planning.

From case 2 to case 5, the robot pop-up will be triggered 1 time outside the AB (Replan).
During the working days, the user logs time spent or updates tickets, or a new ticket is assigned to the user. The robot will be triggered again. It means that if you are working on AB, you will not get the pop-ups from case 2 to case 5.

Choose a robot assistant

Users can choose their preferred virtual assistant:

  • Vincent
  • Vincenta

To choose a virtual assistant on the user account page:

  1. In the upper right corner, click the avatar icon.
  2. Select Settings.
  3. Navigate to the Preferences tab.
  4. Under the Robot logo dropdown menu, select a preferred option.
  5. Click Save.

Case 1: At the first login to plan the capacity

This case includes 4 steps:

  1. Introduction.
  2. Capacity check.
  3. Fix problems.
  4. Finish.

Step 1: Introduction

When you go to the Agile board at the first login, you should see the following:

You can see that there are some possible options:

  • Let's start — if you want to continue the planning with Vincent/ Vincenta robot and move to the next step "Fix problems".
  • No, thanks — if you want to cancel the planning with Vincent/ Vincenta robot.
  • Remind me later — if you want to choose the time option in the dropdown list to continue the planning with the robot later.
  • Don't show this screen again — if you do not want this screen to be displayed.

Step 2: Capacity check

The robot suggests updating the daily capacity for all working days of the week starting from the current date (max. 5 days of planning).

  1. To plan your capacity, you should click Let's start at the previous step ("Step 1: Introduction").
  2. To plan your capacity for each day in the next 5 days, click Yes, thanks.
  3. In the modal window that opens, select your working hours from From and To dropdown menus. You can customize the capacity and availability with the 24h "time range" per day. The start time and end time of the working days can be selected from 12:00 am to 11:30 pm with 30 mins cycles. This timing is aligned with your time zone.
  4. Enter the number in the Daily capacity field. The pie chart displays the availability during the day (grey) and capacity (green). You can change the capacity or availability and it gets reflected on the pie chart.
  5. To configure your capacity for the next day, click Next at the bottom. Again select your working hours from From and To drop-down menus and enter the number in the Daily capacity field.
  6. To go back to a previous day and reconfigure the capacity for it - click Previous at the bottom.
  7. Configure your capacity for the remaining days and click Next at the bottom.

  • After you plan your capacity, it will be updated on the pie chart icon next to the respective date on the top bar with days. If you hover over the pie chart icon, you can see the daily capacity and availability in the info box.
  • To check the 5-day capacity plan again at a glance and configure capacities for any particular date, click the plus icon in the bottom right corner and then select Manage my capacity. You should see the capacity plan.

Step 3: Fix problems

Ticket(s) can have the following issues:

  • Ticket is overdue: x days. Means that you should update the due date;
  • Missing due date. Means that you should add a due date;
  • Missing time estimation (ETA/OTA). Means that you should add the ETA;
  • Ticket is "In Status" for more than 3 days. Means that you should update a ticket status or change its start date;
  • These tickets are done with 100% but not closed. Means that you should close a ticket of update OTA and continue to work;
  • Tickets have x hours overbooked. Means that you should update the reasons for time overrun in the comments. The added reasons will be displayed in the ticket and in the timesheet;
  • Ticket is assigned to the day where capacity = 0. Means that you should move a ticket to the other day or update the capacity of the current day.

To review tickets:

  1. Click Good, let's continue.
  2. The robot will fade all other cards except the one that needs attention. The issues will be listed in the floating box and highlighted (with the red border) on the card. The progress bar at the bottom will be positioned to "Fix problems" with a blue pencil.
  3. Click the ticket number link, if you want to open a ticket in a new tab.
  4. Click Skip all if you don't want to fix issues in other tickets.
  5. Click Edit in overlay, if you want to open/ edit a full card in a lightbox.
  6. Click Show Next to check the next ticket.
  7. You can close the Robot planning at any time by clicking the close icon at the bottom right.

If you click Skip all, the robot will run this process in a loop until you have updated all the tickets and fixed all issues that exist in Agile Board.

  • In case you have only 1 issue and you fix it, then no robot pop-up will be triggered anymore.
  • If you have more than 1 issue and you don't fix all of them, the robot will display the pop-up again.
  • Once issues are fixed, you can move to other pages or refresh a browser. Then the robot will not be triggered again anymore.

Step 4: Finish

As soon as you fix all issues in the tickets, you should see the summary. Click Done:

Case 2: When you are over or under the capacity plan

When you are over or under the capacity, you should see the following, for example:

As you can see there are several possible options:

  • No, thanks — if you want to close the robot's pop-up;
  • Adjust estimation — if you want the robot to show the Agile board in a new tab and to highlight the total ETA/OTA and the ETA/OTA of each ticket of the day;
  • Move ticket — if you want the robot to show the Agile board in a new tab, highlight the total ETA/OTA and all tickets of the day;
  • Fix Capacity — if you want the robot to show the capacity planning of a day and highlight the date.

Case 3: When a new ticket is assigned to you

When a new ticket is assigned to you and it has issues, you should see the following, for example:

As you can see there are several possible options:

  • No, thanks — if you want to close the robot's pop-up;
  • Edit in overlay — if you want the robot to show the ticket and highlight the date;
  • Fix Capacity — if you want the robot to show the capacity planning of the day and highlight the date.

If a new ticket is assigned to you and it has no issue, you should see the following:

You can click:

  • No, thanks — if you want to close the Robot planning;
  • Yes, let's continue — if you want the robot to show the ticket on the Agile Board to edit it in overlay again;
  • Fix Capacity — if you want the robot to show the capacity planning of the day and highlight the date.

Case 4: When you should add spent time after some work

The robot will remind you in case of missed time entries after some work.

Case 5: When you should enhance the team planning

The robot can be enhanced for team planning.

To choose their team member(s), the team lead can do the following:

  1. In the navigation menu, click the kebab menu icon
  2. Select Admin from the dropdown menu.
  3. Click Users. Search for a required user and click it.
  4. Under the Information section, find the "Team users" point and click the plus icon .
  5. Select or search for a required user.
  6. Click Save.

The team lead will receive a robot pop-up, which shows all criteria of problems of the team member(s).

For each problem of each team member, only the number of tickets with problems will be shown. But the team leader can hover over the number to open the hyperlinks and check all issues on the Issues page of the team member.

The team lead can click:

  • Done to close the pop-up.
  • Inform user(s) to inform all team members. There is a check box next to the member's name to select the member to inform:

After the team lead clicks Inform user(s), the team member will receive this pop-up from the robot:

The team member should click Yes, let’s continue to fix all problems.

Block all pages when a user has overdue/ open tickets

  1. Use the rules of blocking also for all pop-ups outside of AB (over/ under capacity).
  2. Robot informs the user if they didn't update their AB. (Every 1 hour after they log in to VNCproject).
  3. After 3 times discard the popup in #2 then block the work in VNCproject.
  4. We add also a list in the plugin configuration to choose the users manual, who don't get the block in #3.

  5. Send notification to VNCtalk (Every 4 hours):

    "Hello [User name], we found some inconsistency in your tickets. We blocked your time log until you fix all open and overdue tickets."

  6. Add a list in the plugin configuration to choose "Statuses NOT included for the robot (only robot check)"

  7. Exclude the tickets in versions marked as "Backlog" and Incidents.

Customize the Robot Planning plugin

This section is for users who have an account with the Admin rights.

Admin can:

  • Set the percentage of overbooked tickets and the percentage of remaining capacity relate to ETA/OTA values via plugins.

    • The robot will remind a user in case there is an overbooking of time spent. A ticket with time spent > xx% ETA (initial estimate). And default value = 20%.
    • The robot will remind a user in case of over/under capacity with a default value = 15%.
    • The robot will remind a user in case the status of any parameter is not logical with the other ones.

  • Trigger the robot based on the chosen projects/trackers/users. If a project or a tracker is selected, the robot will be triggered in all 6 cases:

    • Tt the first login to plan the capacity;
    • When you should fix problems in ticket(s);
    • When you are over or under the capacity plan;
    • When a new ticket is assigned to you;
    • When you should add spent time after some work. The work is blocked if you skip the robot 3 times;
    • When you should enhance the team planning.

    If a project or a tracker is NOT selected, the 2nd case (when you should fix problems in ticket(s)) will disappear in this project. The robot shows issues of other projects which are selected only.

The robot will remind a user/team leader via email to update the corresponding topic after a user exited from the Robot popup a defined number of times:

  • Robot Threshold to send email to the user: 3 times.
  • Robot Threshold to send email to the team leader: 3 times.

To customize the Robot Planning plugin:

  1. In the navigation menu, click the kebab menu icon .
  2. Select Admin from the dropdown menu.
  3. Click Plugins.
  4. Search for Redmine Robot Planning plugin and click Configure next to it.

  5. Customize the fields:

    • To delete something from a field, click .
    • To add something, click .

  6. Click Apply.

Robot planning configuration

The Robot is configured based on roles and permission.

By default, the robot is disabled for all roles, so also disabled for all customer roles (except the Admin role).

  • If the permissions "View robot planning in ab card" is enabled for any role, the robot will be triggered on AB in cases from “at the first login to plan the capacity” to “when you should fix problems in ticket(s)”.
  • If the permissions "View robot planning" is enabled for any role, the robot will be triggered on other pages in case a new ticket is assigned to a user or replan in case of over/under the capacity.

To customize "View robot planning" or "View robot planning in ab card" permissions:

  1. In the navigation menu, click the kebab menu icon .
  2. Select Admin from the dropdown menu.
  3. Click Roles and permissions.
  4. Click a required role. Scroll down to the Robot planning block and customize the checkboxes there.
  5. Click Save.

Meta roadmaps

The "Meta Roadmap" feature within VNCproject allows team members and management to get the big picture on the current state of the project that helps assess and organize the work to be executed by the team. Learn more about what a meta roadmap is and how to create a meta roadmap for you and your team.

Projects

Quick overview of Project

A project is a collection of tickets. Projects are useful for coordinating product development, monitoring a project, help desk management, and more, depending on your requirements. In addition, a project can be customized to meet the needs of your team.

To access all existing projects, navigate to Projects > Projects.

The projects list shows all active projects by default. An admin can create new projects in this list and do other administrative operations.

Customize the project's layout

You can change how the projects are displayed by changing the view and columns shown.

  1. Navigate to Projects > Projects.

  2. Click the projects view customization icon to change the project list view:

    • Table view is where each project is a row and its details are in columns (similar to a spreadsheet).
    • Hierarchical view is used to display hierarchical data (parent-child relationships) in an easy-to-understand, clear view.

  3. To show/ hide columns in the table view, click the columns customization icon and switch the toggle on/ off next to the required columns.

  4. Click Apply.

Create a project

Projects can be created by administrators, or in some cases by non-administrator users, depending on the permissions given.

There are 2 ways to create a project.

Way 1. From the "Projects > Projects" page.

  1. Navigate to Projects > Projects.
  2. Click the New project button.

  3. Under the Basic Info section, fill in the following fields:

    • Name. The field should contain a project name.
    • Description. The description appears on the project overview.
    • Identifier. Identifier is used by the application for various things (eg. in URLs). It must be unique and cannot be composed of only numbers. Once the project is created, this identifier cannot be modified.
    • Homepage. Homepage link that appears on the project overview.
    • Subproject of. If creating a subproject, choose a parental project to assign to (if at least one project is already created).
    • Subproject type. Define a project type.
    • Public. Check the box next to the Public if you want that the project can be viewed by all the users.
    • Inherit members. Check the box next to the Inherit members if you want to add members from the parent project automatically.

  4. Click the down arrow next to Advanced Settings and customize additional sections:

    • EVM data.
    • Products.
    • Modules. Check the boxes next to the modules to be added to the project.
    • Trackers. Check the boxes next to the trackers to be used in the project.
    • Custom fields. Check the boxes next to the custom fields to be added to the project.

  5. Click Create.

When the project is created, you land on the project's settings page, where you can always edit the settings.

Way 2. From the "Admin > Projects" page (only by users with administrative rights).

  1. In the navigation menu, click the kebab menu icon .
  2. Select Admin from the dropdown menu.
  3. Click Projects.
  4. Click the New project button.
  5. The further steps are the same as for the first way of creating a project.

Create a subproject

It is possible to use subprojects in VNCproject. Creating a subproject is a great option if you want to have smaller projects under the parent project to be able to aggregate the information into a common report.

  1. Navigate to Projects > Projects.
  2. Open a required project.
  3. In the upper right corner of the Overview page, click the kebab menu icon .
  4. Select New subproject.

Edit a project

Members who have the necessary permissions in the project can customize the project on the projects' settings page.

There are 2 ways to edit a project.

Way 1. From the “Project list” page.

  1. Navigate to Projects > Projects.
  2. Click the kebab menu icon next to the project you want to edit.
  3. Select Settings from the dropdown menu.
  4. Use the chips on the top to navigate between the different project settings. Read the sections below for a description of each setting.

Way 1. From the “Overview” page.

  1. Navigate to Projects > Projects.
  2. Open a required project.
  3. Under the Description section, click Settings.
  4. You can also click the kebab menu icon in the upper right corner and select Settings from the dropdown menu.

  • Project

You can edit all project options set at creation.

You can also select which Modules to include/ exclude. Disabling a module doesn't delete the associated data. It only prevents users from accessing it. After a module is disabled, it can be re-enabled with all its data. You can for example disable the 'Issue tracking' module for a single project. Existing issues are not deleted. You will be able to access them if you re-enable the module.

  • Members

From here, you can add/ delete project members and edit their roles. Project members can perform multiple roles on the same project.

  • Issue tracking

You can select the trackers that you want to use for issues of the project.

  • Versions

You can create a new version within a project and edit/ delete existing ones.

  • Issue category

You can create specific issue categories within the project. No categories are predefined. When categories are created, every new ticket within the project can be added to a category (additional fields appear in the form).

Creating a new issue category allows automatic issue assignment to a project member or a group upon creating issues of this type. Leave empty if you do not want an automatic assignment.

  • Repository

A repository can be associated with each project. Once the repository is configured, you can browse it and view the changesets.

  • Forums

Each project can have one or more discussion forums.

  • Time tracking

There are activities you can enable or disable by checking/ unchecking the box next to it.

Close a project

Close a project means that a closed project is still accessible like a regular project but nothing can be changed anymore. It is read-only.

  1. Navigate to Projects > Projects.
  2. Open a project you want to close.
  3. In the upper right corner of the Overview page, click the kebab menu icon.
  4. Select Close from the dropdown menu.

Clone a project

There are 2 ways to clone a project.

Way 1. From the “Project Overview” page.

  1. Navigate to Projects > Projects.
  2. Open a project you want to clone.
  3. In the upper right corner of the Overview page, click the kebab menu icon .
  4. Select Clone from the dropdown menu.

  5. You will get the new project form prefilled with the settings of the copied project. On the bottom, under the Copy section, choose what should be also copied to your new project:

    • Members
    • Versions and Files
    • Issue categories
    • Issues
    • Custom queries
    • Documents
    • Forums
    • Wiki pages

  6. Click Copy.

Way 2. From the "Admin > Projects" page (only by users with administrative rights).

  1. In the navigation menu, click the kebab menu icon .
  2. Select Admin from the dropdown menu.
  3. Click Projects.
  4. Click Copy next to the project you want to clone.
  5. The further steps are the same as for the first way of cloning a project.

Archive a project

Projects can be archived by administrators, or in some cases by non-administrator users, depending on the permissions given.

To “Archive a project” means that it will no longer be active (every new project is active by default) and will no longer be visible to users (except administrators). This action also affects all its subprojects. Archived projects can be restored by an administrator.

  1. In the navigation menu, click the kebab menu icon .
  2. Select Admin from the dropdown menu.
  3. Click Projects.
  4. Click Archive next to the project you want to clone.

Delete a project

Projects can be deleted by administrators, or in some cases by non-administrator users, depending on the permissions given.

Deleting a project is irreversible and also affects all its subprojects.

  1. In the navigation menu, click the kebab menu icon .
  2. Select Admin from the dropdown menu.
  3. Click Projects.
  4. Click the trash bin icon next to the project you want to clone.

View the project's history

With an Activity view, you can keep track of what‘s going on in a Project.

There are 2 ways to view the history of all the activity that‘s happened in the project.

Way 1. From the "Projects > Activity" page.

  1. Naviagte to Projects > Activity.
  2. Click the down arrow next to All Projects and select a required project.

  3. You will see all activities which had happened in the given project.

    • A new ticket has been created.
    • The status of the ticket has been changed.
    • The given ticket has been closed.
    • A comment to the ticket has been added.
    • news has been added to the news area.
    • A wiki page has been edited or newly created.
    • A new file has been added in the files area or to a document.
    • A new document has been added.
    • Some hours have been logged.

Way 2. By using the "Activity" button (only by users with administrative rights)

  1. Naviagte to Projects > Project.
  2. At the top, click the Activity button.

Check spent time

On the "Spent time" page, you should see the amount of time spent working on tickets throughout the projects. From here, you can sort tickets by clicking on every column’s name, add spent time entries, delete entries, and modify existing ones.

There are 2 ways to check the spent time.

Way 1. From the "Projects > Spent time" page.

  1. Navigate to Projects > Spent time.
  2. Click the down arrow next to All Projects and select a required project.

Way 2. By using the "Spent Time" button (only by users with administrative rights)

  1. Navigate the Projects > Projects.
  2. Click the Spent time button.

Log time

You can log time log hours at the project level.

  1. Navigate to Projects > Spent time.
  2. Click the Log time button.
  3. Fill in the date, hours you have spent on the project, comment, and type of activity.
  4. Click Create.

Edit a time entry

You can add more time to an existing time entry.

There are 2 ways to edit a time entry.

Way 1. Using the pencil icon.

  1. Navigate to Projects > Spent time.
  2. Select the time entry you want to edit.
  3. Click the pencil icon next to the time entry you want to edit.
  4. Make your changes.
  5. Click Save.

Way 2. Using the "Edit" option from the dropdown menu.

  1. Navigate to Projects > Spent time.
  2. Select the time entry you want to edit.
  3. Click the kebab menu icon next to the time entry you want to edit.
  4. Select Edit from the dropdown menu.
  5. The further steps are the same as for the first way of editing a time entry.

Delete a time entry

There are 2 ways to permanently delete a time entry.

Way 1. Using the trash bin icon.

  1. Navigate to Projects > Spent time.
  2. Select the time entry you want to delete.
  3. Click the trash bin icon next to it.
  4. When prompted, click Yes to confirm that you want to delete the time entry.

Way 2. Using the "Delete" option from the dropdown menu.

  1. Navigate to Projects > Spent time.
  2. Select the time entry you want to edit.
  3. Click the kebab menu icon next to the time entry you want to edit.
  4. Select Delete from the dropdown menu.

Add an issue category

Issue categories ease the issue structure and improve its ability to be found quickly. Each Issue category can have an assignee, who is responsible for that category as a whole.

There are 2 ways to create an issue category.

Way 1. From the "Settings" page.

  1. Under the Description section, click Settings.
  2. Select the Issue categories chip.
  3. Click the New Category button.
  4. Enter a name.
  5. (Optional) Add an assignee of this category.
  6. Click Create.

Way 2. From the "Overview" page.

  1. Navigate to Projects > Projects.
  2. Select a required project.
  3. In the bottom right corner, click the plus button.
  4. Select New Category.
  5. Follow steps 6 through 8 from the first way of creating an issue category.

Ticket list

The Ticket list shows all existing issues. To see tickets belonging to a specific project, click the down arrow next to All Projects and select the project. Every ticket has its own ID #.

To access all existing tickets, navigate to Projects > Tickets.

From the Tickets page, you can filter tickets, manage ticket list columns, perform bulk actions on tickets, and more.

Filter tickets

You can filter issues by status, name, member, priority, type, tags, and so on. By default, the filter "Status" is selected.

To extend filtering options:

  1. Navigate to Projects > Tickets.
  2. Click Filters.
  3. Click the plus icon and select the filter you want to apply.
  4. Group issues by the values in a selected column.
  5. Click Apply.

Customize ticket list layout

The column customization icon , when expanded, allows you to manage ticket list columns (add, hide, reorder).

  1. Navigate to Projects > Tickets.
  2. Click the column customization icon .
  3. Switch the toggle on/ off next to the required columns.
  4. Click the drag & drop icon and hold it. Drag the column to the location you want to place the column.
  5. Click Apply.

Perform bulk actions on tickets

You're able to act on multiple tickets in one go, allowing you to save time and be more efficient.

You can change only one attribute in all the selected tickets (such as Status, Type, or Priority) or multiple attributes at once (such as Status and Type together). To change only one attribute in all the selected tickets, just select it from the available options in the dropdown menu and confirm by left mouse click. The change will take effect immediately.

To change multiple attributes in one go, do the following:

  1. Navigate to Projects > Tickets.
  2. Check the box next to the tickets you want to edit and then click with the right mouse button anywhere in the area of selected tickets.
  3. Select Edit from the dropdown menu.
  4. A new form will open where you can bulk update most of the same properties as an individual ticket, including ticket status, project, priority, and more.
  5. Click Submit.

Bulk add tickets to the meta task

You can select multiple tickets and bulk-add them to the meta task.

  1. Navigate to Projects > Tickets.
  2. Tick required tickets and then click with the right mouse button anywhere in the area of selected tickets.
  3. Select Edit from the dropdown menu.
  4. In the Meta task ID field, enter the number for the meta task you'd like to merge the selected issues into.
  5. Click Submit.

Bulk delete tickets

You can select multiple tickets and delete them at the same time.

  1. Navigate to Projects > Issues.
  2. Check the box next to the tickets you want to delete and then click with the right mouse button anywhere in the area of selected tickets.
  3. Select Delete from the dropdown menu.
  4. When prompted, click Yes to confirm that you want to delete the issues.

Bulk copy tickets

  1. Navigate to Projects > Tickets.
  2. Check the box next to the tickets you want to copy and then click with the right mouse button anywhere in the area of selected tickets.
  3. Select Clone from the dropdown menu.

  4. In the copy screen, there are a few change properties given to the users, which are as follows:

    • Project
    • Type
    • Priority
    • Assignee
    • Estimated time
    • Meta task ID
    • Release notes category
    • Release notes type
    • Story point
    • Privacy
    • Start date
    • Due date
    • % Done

You can change some attributes for all the issues in bulk or you can leave everything unchanged.

  1. Select Copy to create the copies.

Watch/ Unwatch tickets in bulk

You can watch/ stop watching tickets in bulk.

  1. Navigate to Projects > Issues.
  2. Check the box next to the tickets you want to copy and then click with the right mouse button anywhere in the area of selected tickets.
  3. Select Watch/ Unwatch from the dropdown menu.

Gantt Chart

Overview of Gantt Chart

A Gantt Chart is created to show how planned work is performed over time. This way of visualization consists of two parts: the left side shows a set of scheduled tickets while the right one includes a suitable time scale with bars representing the work. Besides, Gantt charts can include start and end dates, status, relations between tickets, and assignees.

  1. The project and ticket list.
  2. Bars represent tickets and projects.
  3. Relations between tickets.
  4. The length of each bar is proportional to the time value necessary for each ticket.
  5. Tooltip with real-time information.

Export Gant Chart to PDF

  1. Navigate to Projects > Gantt.
  2. Click the down arrow next to All Projects and select a required project.
  3. In the bottom right corner, click PDF.

Zoom in/ out on Gantt Chart

You can zoom out to a bigger picture of your project’s tickets by displaying Years and Months, or you can zoom in to see the exact start and finish dates for your project’s tickets by changing the timescale to Weeks and Days.

  1. Navigate to Projects > Gantt.
  2. Click the down arrow next to All Projects and select a required project.
  3. In the upper right corner, click Zoom in or Zoom out.

News

In the news area, you can post news about the project or any topic that interests you.

Create a news entry

News can be created by administrators, or in some cases by non-administrator users, depending on the permissions given.

You can give the news entry a title, a summary, and a detailed description. The summary will be displayed in the "Latest News" section of the project overview whereas the description will be displayed if you click on the title of the news entry.

  1. Navigate to Projects > Projects.
  2. Select a required project.
  3. In the bottom right corner, click the plus button.
  4. Select Add News.
  5. Enter a title, a summary, and a description.
  6. (Optional) Under the Attachments section, click the plus icon and select a file you want to add to the news entry.
  7. Click Create.

Subscribe to the news feed

If you are interested in getting notifications about new comments in the news, you can subscribe to the news feed. If you are the author of the news entry, watching will be enabled for you automatically.

On the "News" tab, you can see the list of all news about the project. To subscribe to these news feeds, you can click the Watch button in the upper right corner.

  1. Navigate to Projects > Projects.
  2. Select a required project.
  3. In the second-level navigation menu, select News.
  4. In the upper right corner, click Watch.

Comment on a news entry

  1. Navigate to Projects > Projects.
  2. Select a required project.
  3. In the second-level navigation menu, select News.
  4. Open a required news entry by clicking the news title.
  5. Under the Comments section, click Add a comment.
  6. Enter your comment.
  7. Click Add.

Edit a news entry

  1. Navigate to Projects > Projects.
  2. Select a required project.
  3. In the second-level navigation menu, select News.
  4. Open a required news entry by clicking the news title.
  5. In the upper right corner, click Edit.
  6. Make your changes.
  7. Click Save.

Delete a news entry

  1. Navigate to Projects > Projects.
  2. Select a required project.
  3. In the second-level navigation menu, select News.
  4. Open a required news entry by clicking the news title.
  5. In the upper right corner, click Delete.

Documents

The "Documents" module provides quick access to all your documents and their management directly from VNCproject.

Create a new document

You can create new documents within projects if given permission.

There are 2 ways to create a document.

Way 1. From the "Project's Overview" page.

  1. Navigate to Projects > Projects.
  2. Select a project you want to create a new document for.
  3. In the bottom right corner, click the plus icon.
  4. Select New document.
  5. From the Category dropdown menu, select what type of documentation you want to create — User documentation or Technical documentation.
  6. Give a document name.
  7. (Optional) Describe a document.
  8. (Optional) Upload attachments.
  9. Click Create.

Way 2. From the "Documents" page.

  1. Navigate to Projects > Projects.
  2. Select a project you want to create a new document for.
  3. In the second-level navigation menu, click the kebab menu icon and then select Documents from the dropdown menu.
  4. Click the New Document button.

Once documents have been uploaded, the title is used as the link to download the attached documents and add more if necessary.

Edit a document

  1. Navigate to Projects > Projects.
  2. Select a required project.
  3. In the second-level navigation menu, click the kebab menu icon and then select Documents from the dropdown menu.
  4. Open a required document by clicking the document title.
  5. In the upper right corner, click Edit.
  6. Make your changes.
  7. Click Save.

Delete a document

  1. Navigate to Projects > Projects.
  2. Select a required project.
  3. In the second-level navigation menu, click the kebab menu icon and then select Documents from the dropdown menu.
  4. Open a required document by clicking the document title.
  5. In the upper right corner, click Delete.

Files

In VNCproject, you can add attachments (files) to each ticket. Moreover, you can add documents to any project.

The added file appears on the "Attachments" page which represents the list of all attachments of tickets on the particular project.

Attach a new file

There are 2 ways to create a new file.

Way 1. From the "Project's Overview" page.

  1. Navigate to Projects > Projects.
  2. Select a project you want to create a new file for.
  3. In the bottom right corner, click the plus icon.
  4. Select New file.
  5. Upload attachments.
  6. Click Add.

Way 2. From the "Documents" page.

  1. Navigate to Projects > Projects.
  2. Select a project you want to create a new file for.
  3. In the second-level navigation menu, click the kebab menu icon and then select Files from the dropdown menu.
  4. Click the New File button.

Download attached files

  1. Navigate to Projects > Projects.
  2. Select a project you want to create a new file for.
  3. In the second-level navigation menu, click the kebab menu icon and then select Files from the dropdown menu.
  4. Hover the pointer over a required file and click the download icon .
  5. You can also download all files at once. To do that click the download icon in the upper right corner.

Edit attached files

  1. Navigate to Projects > Projects.
  2. Select a project you want to create a new file for.
  3. In the second-level navigation menu, click the kebab menu icon and then select Files from the dropdown menu.
  4. In the upper right corner, click the pencil icon .
  5. Change the name of the file.
  6. (Optional) Add a description.
  7. Click Save.

Delete attached files

  1. Navigate to Projects > Projects.
  2. Select a project you want to create a new file for.
  3. In the second-level navigation menu, click the kebab menu icon and then select Files from the dropdown menu.
  4. Hover the pointer over a required file and click the trash bin icon .

Timesheet

A timesheet is a report that provides the information about all working hours of all users for a particular period of time (a week, a month etc.) in VNCproject. The timesheet report consists of 3 blocks:

  1. Filters
  2. Summary Information
  3. Main timesheet

"Filters" block

You can filter timesheets by projects, user, activity, comment, hours, keywords, status, and so on. By default, the filters “Period” and “User” are selected.

Column Description
Period Filtering timelogs by Date (exact, ranges, last week/month, etc.).
User Filtering timelogs by User.
Add filter Filtering timelogs by several criterias, using same mechanisms as known from issue filtering: Project, Activity, Comment content, Logged hours, etc.
Group results by Grouping of the results (including group sums): Date, Activity, Project, Member, Issue, Version.

"Summary information" block

"Summary Information" block contains the following information:

Column Description
Total ETA It is the total actual estimated time of all tickets.
Total time overrun It is the sum of all overbooking hours.
Total Paid Tickets It is the number of all paid tickets.
Total approved tickets It is the number of all approved tickets for the payment.
Total "To be decided" tickets It is the number of all tickets, which are still to be decided.
Total rejected tickets It is the number of all rejected tickets.
Total invoiceable tickets It is the sum of all paid/ approved/ rejected tickets.
Net invoiceable tickets in period It is the sum of all approved/ rejected tickets.
Calculated hours for payment V1 It is the sum of total spent hours in ticket, which can be paid without overbooking hours.
Total spent time in period It is is the total spent time of all tickets for a selected user in the chosen period.
Total spent time in all tickets It is the total time spent by a user in all selected tickets in a timesheet.
Total paid hours It is the sum of all spent hours in the column "Hours to be paid" in "Main timesheet" block, which are marked as paid.
Total approved hours It is the sum of all spent hours in the column "Hours to be paid" in "Main timesheet" block, which are marked as approved.
Total "To be decided" hours It is the sum of all spent hours in the column "Hours to be paid" in "Main timesheet" block, which are marked as "to be decided".
Total rejected hours It is the sum of all hours in the column "Rejected hours" in "Main timesheet" block, which are marked as rejected.
Total invoiceable hours It is the sum of all spent hours in the column "Hours to be paid" in "Main timesheet" block, which are marked as "Paid/Approved/Rejected".
Net invoiceable hours in period It is the sum of all spent hours in the column "Hours to be paid" in "Main timesheet" block, which are marked as "Approved/Rejected". These hours will be calculated for the payment.
Calculated hours for payment V2 It is the sum of total spent hours in ticket, which can be paid without all rejected hours.

At the bottom of the timesheet report, the user with admin rights can click:

You can separate permissions for approval timesheets. To do that:

  1. Click the kebab menu and then select Admin.
  2. Click Roles and permissions.

  3. Click a required role.

  4. Scroll down till Time tracking block and customize the checkboxes there.

  5. On the bottom, click Save.

Tima tracking permissions:

  • View spent time. Allow a user to view the time logs on the project.
  • Log spent time. Allow a user to log time on the project.
  • Edit time logs. Allow a user to edit any time log.
  • Edit own time logs. Allow a user to edit its own time logs only.
  • Manage project activities. Allow a user to add/edit/delete activities.
  • Log spent time for other users. Allow a user to time track for other users.
  • Import time entries. Allow a user to import time entries via CSV in VNCproject.
  • Log time in past. Allow a user to log hours for the past dates.
  • Edit comment controlling. Allow a user to edit a comment controlling.
  • Edit comment developer. Allow a user to edit a comment made by a developer.
  • Edit comment team lead. Allow a user to edit a comment made by a team lead.
  • Edit approved hours. Allow a user to modify/delete log hours after approval.
  • Manage timesheet. Allow a user to monitor/ analyze/ record work hours employee timesheets.
  • Enabled calculated hours for payment V1 and V2. Allow a user to enable calculated hours for payment V1 and V2.
  • View 'Invoiceable tickets/hours'. Allow a user to view 'Invoiceable tickets/hours'.
  • View timesheet for invoice. Allow a user to view timesheet for invoice.

"Main timesheet" block

"Main timesheet" displays the detailed time log for each ticket in a comprehensive table with many criteria.

Column Description
Project Displays a project for which a ticket is created. The project name is linked directly to the respective project.
Owner Displays a ticket author. The ticket author is linked directly to the respective user.
Member Displays all users who adds time to a ticket.
Date Displays a date of each entry. Click Expand all to see details.
Activity Displays an activity of each entry, for example: Development, Testing, Meeting etc. Click Expand all to see details.
Issue Displays a ticket type (Bug Report, Feature Request, Change Request etc.), a ticket number and description. The ticket type and number are linked to the respective ticket and makes it easily accessible.
Related issues Displays related issue(s) for the issue in the column "Issue".
Version Displays a roadmap/version a ticket belongs to.
Comment Displays comments of each user per individual entry.
Hours Displays the hours sum of each added entry. In case the timesheet results are grouped by tickets, the user can check more details.
Initial ETA, Current ETA, ETA Changes 3 different columns display the initial estimated time, current estimation and the hours number of ETA adjustments.
Total hours spent in ticket Displays the total spent time of a user in a selected ticket. You can separate the spent time of each user based on filters.
Difference (Time overrun) If more hours are added to a ticket than the original planned ETA, this counts as time overrun and is reported in a separate column. (Difference = Total hours spent in ticket - current ETA).
Rejected Hours If the ETA is changed or spent time is significantly higher than the current ETA (creating a time overrun), these overbooked hours can be rejected in a ticket.
Rejected hours = ETA Change hours + Difference (Time overrun) hours.
The "Rejected hours" will be changed to 0 if the "Hours to be paid" is the same as the "Total hours spent in ticket".
The "Rejected hours" will be disable if the "Approval/ Payment Status" of the ticket is "To be decided".
Approval/ Payment Status Displays the approval and the payment status of all tickets. In each ticket row, you can check in the drop-down menu 4 different statuses: Approve, Reject, To be decided, Paid. If the status is set, a timestamp is generated next to it with a quick text info about the approval and the payment (who approves / rejects / pays and when). This option is only editable if a user has the required permission (role: Controller).
Hours to be paid Displays the amount of hours, which are suggested to be paid.
By default or by checkbox "To be decided" the "Hours to be paid" in each ticket row will be calculated with this formula:
if "Rejected hours" <= 0 then "Hours to be paid" = "Total hours spent in ticket"
if "Rejected hours" > 0 then "Hours to be paid" = "initial ETA".
The hours in this column can be editable before the approval (by Controller role only).
After the spent time of a ticket is approved (checkbox "Approved"), the "Hours to be paid" will be changed equal to "Total hours spent in ticket".
If a ticket is paid, the status in the checkbox will be changed from "approved" to "paid" and the paid hours are equal to the approved hours in the column "Hours to be paid".
Comment (Controlling, Developer, Team lead) 3 columns display Controller's, Developer's, Team Lead's comments.
Medal After a ticket is closed, you will be able to see the achieved medal for each ticket. These medals are synchronized with the medals at the “Achievement page”.

Generate a timesheet report

Using the filters, you can easily generate a timesheet report:

  1. Click Timesheet.
  2. Click the TIMESHEET FOR INVOICE button.
  3. Select a required date period from the Period drop-down list.
  4. Click the plus icon next to User and select a required user. You can also select multiple users by using the plus icon.
  5. Click Add filter to filter results out by other attributes.
  6. Click Group results by to group results by a project, member, date, activity, issue, or version.
  7. Click APPLY.
  8. Click the icon highlighted in circle below to add the timesheet as a saved query.
  9. The timesheet is also available as download in .csv and .pdf.

At the bottom of the timesheet report, the user with admin rights can click:

You can also customize the payment period: monthly or weekly. By default, the monthly payment is selected. For this:

  1. Click the kebab menu and then select Admin.

  2. Click Users.

  3. Click the user for whom you want to customize the payment period.

  4. Select a required option from the Period of payment drop-down menu.

  5. On the bottom, click Save.

Timesheet approval flow

Timesheet approval helps keep track of which employees’ timesheets have been checked for accuracy before creating an invoice.

  • The Admin and users with Manager or Supervisor access privileges can approve timesheets.
  • Approving timesheets is an optional step in preparing your pay period hours for processing.
  • A timesheet becomes unapproved when an edit is made to it.

Approve a timesheet to communicate that the time sheet has been reviewed for accuracy.

  1. Click Timesheet.
  2. Select the period you want to view and the user.

  3. Check/ review Timesheet in detail.

    • If there are no rejected hours in the tickets, all tickets will be approved and processed for payment.
    • If there are any rejected hours in tickets, the status of these tickets will be changed to "Rejected" or "To be decided” by Controlling.

  4. Feedback for rejected/ to be decided tickets have to be added in 3 columns: Comment controlling/ Comment developer/ Comment team lead by the respective team member: Developer, Team Lead, Controller. Clarifications and all reasons for the overbooking or the ETA Changes will be given in each ticket.

  5. Review the tickets again.

    • If all questions or issues around the tickets have been clarified, these tickets will be approved and processed for payments.
    • If the issues can not be clarified, these tickets will be rejected and the "Hours to be paid" will be adjusted and recalculated.

  6. After the timesheet is approved for payment, the billing process can be completed.

The "Advanced search" option is a set of filters that allows you to narrow the scope of a search query to eliminate irrelevant information to help you find the exact content you're looking for.

Search allows you to find issues, projects, resolutions, and more. To do a search:

  1. Enter a search request in the search field and press Enter on your keyboard to quickly go to the Advanced search page.

    • If you type #(TicketID), you will jump straight to the ticket. For example, if you type in #1000-01, and press the Enter button, you will be redirected to the ticket "#1000-01".

  2. Found results are highlighted in blue and categorized by issues, projects, resolutions, etc.

  3. Drop-down lists enables you to filter your results by Author, Status, Start date and Due date, Project, Assignee, and Priority.
  4. Determine which results to show first — New first or Oldest first.

  5. If the matches aren´t what you are looking for, you can choose where and what you want to find as well as set some advanced settings.

    • If the item you are looking for is in a particular category (Issues, Projects, Resolutions, Wiki pages, etc.), you can choose it directly by ticking the particular checkbox.
    • To exclude words in attachment content when searching, click Do not search attachments.
    • To include words in attachments when searching, click Search attachment filenames and descriptions.
    • To search words within attachments only, click Search attachments only.

Save found results as a template

  1. In the upper right corner, click .
  2. Fill in the Template Name field.
  3. Click Apply.
  4. Click to find the saved templates.