VNCproject SaaS Service¶
Quick Overview of VNCproject SaaS Service¶
The VNCproject SaaS Service is a hosted version of VNCproject. It is available for Web Client.
The VNCproject SaaS Service provides 2 kinds of accounts.
Account | Opportinities |
---|---|
Admin | - Add a subdomain for a new customer, for example, `test.saasproject.vnc.de; - Enable required plugins: EVM, Agile, CMDB, PM Dashboard, Robot Planning, VNCrecruitment, ITIL, Meta Roadmaps, Timesheets; - Create a private and a public project; - Add a new company, agency, and team; - Manage permissions; - Manage issue statuses; - Add a new type of tracker; - Manage tags; - Add a new product; - Manage assignable rules; - Set the authentication mode; - Configure the Agile plugin; - Manage achievement criteria - Add a new approval workflow; - Add a new cost name; - Manage applicant statuses - Manage packages; - Add a new pro user; - Configure plugins. |
User | The admin can enable the following plugins for the user's account: - CMDB - PM Dashboard - Meta Roadmaps - EVM - VNCrecruitment - ITIL - Agile - Robot Planning - Timesheets |
Create a public project¶
- Navigate to Projects > Projects.
- Click the New project button.
-
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.
-
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.
-
Click Create.
When the project is created, you land on the project detail page, where you can always edit the settings.
Create a private project¶
- Navigate to Projects > Projects.
- Click the Private project button.
- Follow steps 3 through 5 from the "Create a public project" instruction.
Create a new ticket¶
There are 2 ways to create a new ticket.
- on "My page" page
- on "Projects" page.
Way 1. On the "My page" page.
- Navigate to My page > Agile board.
- At the bottom, click the plus icon .
- Select Ticket.
-
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 the 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.
-
Click Create.
Way 2. On the "Projects" page.
- Navigate to Projects > Projects.
- Click the down arrow next to All Projects and select the project you want to add a ticket to.
- At the bottom, click the plus icon .
- Select New Ticket.
- The further steps are the same as for the first way of creating a ticket.
Create a meta roadmap¶
There are 2 ways to create a meta roadmap.
Way 1. From the top navigation menu.
- In the top navigation menu, navigate to Meta Roadmaps.
- Click the NEW META ROADMAP button.
- Enter a roadmap name and description.
- Click the down arrow next to Column settings and select the columns you want to have displayed in your meta roadmap by checking the box next to the respective item.
- Hold down the left mouse button on the customize columns icon to rearrange the items as you please.
- Click CREATE.
Way 2. From the Agile Board.