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¶
-
Click Projects:
-
Click NEW PROJECT:
-
Fill in the following fields. The fields with the asterisk are required:
-
Name - enter a project name;
- Description - enter a project description;
- Identifier - the field is filled in after you have entered a project name;
- Homepage - enter any URL. It will be displayed on a project overview page;
- Public - tick if you want a project to be public;
- Subproject of - select a parent project if it's a subproject;
- Inherit members - if you want all subprojects of this project to inherit the members of the project automatically, tick the checkmark;
- Project type - select required type of a project;
- Issue key - the key is generated automatically after you have selected a project type;
- EVM type - select required type of EVM;
- 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;
- 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;
- Aggregate EVM to upper level - if you want the EVM values to be aggregated to parent project's EVM overview, tick the checkmark;
- Sender email - enter an email address that will be used to send helpdesk related tickets email notifications;
- 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;
- Scope - type a corresponding information about a project scope;
- Risk - type a corresponding information about project risks;
- Critical milestones - type a corresponding information about project critical milestones;
- Challenge - type a corresponding information about project challenges;
- Git - if it is Git project, tick the checkmark;
- Priority - select a project priority;
-
Enum status - select required project Enum status.
-
Select required options in Modules and Trackers blocks.
-
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¶
-
Click Projects
-
Click PRIVATE PROJECT:
-
Fill in the following fields. The fields with the asterisk are required:
-
Name - enter a project name;
- Description - enter a project description;
- 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;
- Homepage - enter any URL. It will be displayed on a project overview page;
- Subproject of - select a parent project if it's a subproject;
- Inherit members - if you want all subprojects of this project to inherit the members of the project automatically, tick the checkmark;
- Project type - select required type of a project;
- Issue key - the key is generated automatically after you have selected a project type;
- EVM type - select required type of EVM;
- 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;
- 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;
- Aggregate EVM to upper level - if you want the EVM values to be aggregated to parent project's EVM overview, tick the checkmark;
- Sender email - enter an email address that will be used to send helpdesk related tickets email notifications;
- 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;
- Scope - type a corresponding information about a project scope;
- Risk - type a corresponding information about project risks;
- Critical milestones - type a corresponding information about project critical milestones;
- Challenge - type a corresponding information about project challenges;
- Git - if it is Git project, tick the checkmark;
- Priority - select a project priority;
-
Enum status - select required project Enum status.
-
Select required options in Modules and Trackers blocks.
-
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¶
- Click My page and then Agile board.
- Click the plus button
at the bottom right.
- Click TICKET.
-
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.
-
If you need to attach some files, click BROWSE and select them.
- If you want to add some watchers, click +Search for watchers to add.
- Select required user(s) and click ADD.
-
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¶
-
Click Projects tab:
-
Apply filters and options if it is required.
- Hold the pointer over the project where you want to create a new issue.
-
Click the kebab menu icon
and then New issue:
-
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.
-
If you need to attach some files, click BROWSE and select them.
- If you want to add some watchers, click +Search for watchers to add.
- Select required user(s) and click ADD.
-
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".