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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 click Agile board:

  2. Click the button shown on the screenshot:

  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;
    • Status - select 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 required target;
    • Type - select required ticket type;
    • Priority - select required priority;
    • Category - select required category;
    • Analytic Account - select required option;
    • Found in Version - select 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;
    • PREVIEW - if you want to preview a ticket before creating it.

Create a new ticket on "Projects" page

  1. Click Projects tab:

  2. Apply filters and options if it is required.

  3. Click a project where you want to create a new issue.
  4. Click 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;
    • 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;
    • PREVIEW - if you want to preview an issue before creating it.

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".