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VNCproject SaaS Service

Introduction

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:

  • admin;
  • user.

User's account:

The admin can enable the following plugins for the user's account:

  • CMDB;
  • PM Dashboard;
  • Robot Planning;
  • EVM;
  • VNCrecruitment;
  • ITIL;
  • Agile;
  • Meta Roadmaps;
  • Timesheets.

You can read more about theses plugins in "VNCproject Web Client User Manual" document.

Admin's account:

The admin account provides the following opportunities to:

  • 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 trackers;
  • manage tags;
  • add a new product;
  • manage assignable rules;
  • set the authentication mode;
  • configure 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.

Create a new project

There are 2 options for creating a new project:

  • public;
  • private.

Create a public project

  1. Click Projects:

  2. Click NEW PROJECT:

  3. Fill in the following fields. The fields with the asterisk are required:

  4. Name - enter a project name;

  5. Description - enter a project description;
  6. Identifier - the field is filled in after you have entered a project name;
  7. Homepage - enter any URL. It will be displayed on a project overview page;
  8. Public - tick if you want a project to be public;
  9. Subproject of - select a parent project if it's a subproject;
  10. Inherit members - if you want all subprojects of this project to inherit the members of the project automatically, tick the checkmark;
  11. Project type - select required type of a project;
  12. Issue key - the key is generated automatically after you have selected a project type;
  13. EVM type - select required type of EVM;
  14. Set default due date of issues - if you want the due date for the tickets to be marked/set same as the due date of the version on ticket creation, tick the checkmark;
  15. Show support number - if you want the support number to be displayed in the header with a project title inside a project, tick the checkmark;
  16. Aggregate EVM to upper level - if you want the EVM values to be aggregated to parent project's EVM overview, tick the checkmark;
  17. Sender email - enter an email address that will be used to send helpdesk related tickets email notifications;
  18. Contract - attach SLA contract to a project. This project will be considered for SLA calculations, escalations timings ETC according to the SLA of the contract attached;
  19. Scope - type a corresponding information about a project scope;
  20. Risk - type a corresponding information about project risks;
  21. Critical milestones - type a corresponding information about project critical milestones;
  22. Challenge - type a corresponding information about project challenges;
  23. Git - if it is Git project, tick the checkmark;
  24. Priority - select a project priority;

  25. Enum status - select required project Enum status.

  26. Select required options in Modules and Trackers blocks.

  27. Click:

    • Create - to finish creating a project;
    • Create and continue - to save the current changes and continue creating a project.

    You can see the created project in the list of projects:

Create a private project

  1. Click Projects

  2. Click PRIVATE PROJECT:

  3. Fill in the following fields. The fields with the asterisk are required:

  4. Name - enter a project name;

  5. Description - enter a project description;
  6. Identifier - the field is filled in after you have entered a project name. It is a unique identifier for a project which will be displayed in all project related URLs;
  7. Homepage - enter any URL. It will be displayed on a project overview page;
  8. Subproject of - select a parent project if it's a subproject;
  9. Inherit members - if you want all subprojects of this project to inherit the members of the project automatically, tick the checkmark;
  10. Project type - select required type of a project;
  11. Issue key - the key is generated automatically after you have selected a project type;
  12. EVM type - select required type of EVM;
  13. Set default due date of issues - if you want the due date for the tickets to be marked/set same as the due date of the version on ticket creation, tick the checkmark;
  14. Show support number - if you want the support number to be displayed in the header with a project title inside a project, tick the checkmark;
  15. Aggregate EVM to upper level - if you want the EVM values to be aggregated to parent project's EVM overview, tick the checkmark;
  16. Sender email - enter an email address that will be used to send helpdesk related tickets email notifications;
  17. Contract - attach SLA contract to a project. This project will be considered for SLA calculations, escalations timings ETC according to the SLA of the contract attached;
  18. Scope - type a corresponding information about a project scope;
  19. Risk - type a corresponding information about project risks;
  20. Critical milestones - type a corresponding information about project critical milestones;
  21. Challenge - type a corresponding information about project challenges;
  22. Git - if it is Git project, tick the checkmark;
  23. Priority - select a project priority;

  24. Enum status - select required project Enum status.

  25. Select required options in Modules and Trackers blocks.

  26. Click Create. You can see the created project in the list of projects:

Create a new ticket

There are 2 ways to create a new ticket:

  • on "My page" page;
  • on "Projects" page.

Create a new ticket on "My page" page

  1. Click My page and then Agile board.
  2. Click the plus button at the bottom right.
  3. Click TICKET.

  4. Fill in the fields. The fields with the asterisk are required:

    • Subject - enter a ticket name;
    • Description/User story/Tech specs/Mockups - enter a ticket description. From here, you can preview a ticket before creating it;
    • Estimated time - enter time required to complete a task.
    • Project - select or search for a project to whom the ticket applies.
    • Status - select a required status;
    • Assigned To - select a user for whom a ticket is intended;
    • Start date - you can leave it by default or select a date when you or another user will start working;
    • Due date - select a date when you or another user will have finished a ticket;
    • Target version - select a required target;
    • Type - select a required ticket type;
    • Priority - select required priority;
    • Story point - enter or select a number that tells the team about the difficulty level of the task;
    • Tags - enter a tag name and click Enter;
    • Found in Version - select a required option.

  5. If you need to attach some files, click BROWSE and select them.

  6. If you want to add some watchers, click +Search for watchers to add.
  7. Select required user(s) and click ADD.

  8. Click:

    • CREATE - if you want to create a ticket;
    • CREATE AND CONTINUE - if you want to create a ticket and continue creating;

Create a new ticket on "Projects" page

  1. Click Projects tab:

  2. Apply filters and options if it is required.

  3. Hold the pointer over the project where you want to create a new issue.

  4. Click the kebab menu icon and then New issue:

  5. Fill in the fields. The fields with the asterisk are required:

    • Subject - enter an issue name;
    • Description/User story/Tech specs/Mockups - enter an issue description. From here, you can preview a ticket before creating it;
    • Status - select required status;
    • Assigned To - select a user for whom an issue is intended;
    • Start date - you can leave it by default or select a date when you or another user will start working;
    • Due date - select a date when you or another user will have finished an issue;
    • Target version - select required target;
    • Type - select required issue type;
    • Priority - select required priority;
    • Category - select required category;
    • Analytic Account - select required option;
    • Found in Version - select required option.

  6. If you need to attach some files, click BROWSE and select them.

  7. If you want to add some watchers, click +Search for watchers to add.
  8. Select required user(s) and click ADD.

  9. Click:

    • CREATE - if you want to create an issue;
    • CREATE AND CONTINUE - if you want to create an issue and continue creating;

Create a New Meta Roadmap

For creating a new Meta Roadmap - refer to "Create a new Meta Roadmap on Agile board" section in "VNCproject Web Client User Manual".