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ONLINE HELP
FOR WINDEV, WEBDEV AND WINDEV MOBILE

  • Overview
  • Managing tasks
  • Adding a new standard task
  • Adding a new interrupting task
  • Defining the task "In progress"
  • Modifying a task
  • Canceling a task
  • Deleting a task
  • Transfering a task to another contributor
  • Search in the SCM
  • Link between tasks
  • Overview
  • How to create a link between tasks?
  • Multiplication coefficient
  • Printing the tasks
WINDEV
WindowsLinuxUniversal Windows 10 AppJavaReports and QueriesUser code (UMC)
WEBDEV
WindowsLinuxPHPWEBDEV - Browser code
WINDEV Mobile
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Others
Stored procedures
Overview
The Project Monitoring Center is used to define the different tasks assigned to each project contributor.
These tasks can be created by the contributor or by an administrator (by default, the login and password correspond to "ADMIN").
The schedule of the contributor is built dynamically according to the order of the tasks.
The tasks are managed in the "Task list" tab.The tasks are managed in the "Tasks" tabs.
Different types of tasks can be created:
  • Standard task (link to a project or personal).
  • Interrupting task: unscheduled task that may interrupt the calculation of the time spent on a task ("Meal", "Meeting", ...). This type of task is taken into account by the mechanism for time management.
  • Fixed task: standard task that must be performed at a given date and time. This type of task cannot be moved in the schedule.
    Warning
    From version 20, the fixed tasks are not available anymore.
  • Recurring task: task repeated on a regular basis.
    Warning
    From version 20, the recurring tasks are not available anymore.
Managing tasks

Adding a new standard task

The tasks can be added by an administrator or by the contributor himself.
To add a task:
  1. Select:
    • "Add a task" from the popup menu of the task list
    • "Tasks .. Create a new task" ( Adding a task ).
  2. Specify the task characteristics:
    Saving a task
    The main sections are as follows:
    • Title of the task: this title gives a summary of the task to perform. This title will be displayed in the schedule and in the task list.
    • Associated with the project: Name of project associated with the task. You have the ability to select an existing project, create a new project or create a "Personal tasks" project.
    • Personal tasks: Used to specify that the task is a personal task linked to no project.
    • Status: Status of task. A task can be Pending, In progress, Locked, Canceled or Completed. This status can be modified by the contributor.
    • Contributor: Contributor associated with the task.
    • Fixed task: Task scheduled for a given date (an appointment for example). This task cannot be shifted by the other tasks. These tasks are listed in the "Fixed tasks" tab.
      For a fixed task, the following elements must be specified:
      • Start date: Date when task must be performed.
      • Start time: Start time of task.
      • Automatic run: The task will automatically start at the given date and time.
    • Estimated duration, time passed and deadline: Estimated task duration. A duration set to null is used to create a task with an undefined duration.
    • Document: File linked to the task (WINDEV window, WEBDEV page, ...).
    • Details: Description of task, or dialog with the administrator or with other contributors. The name and the date can be included in a text ("Insert Name" button).
  3. Validate.
  4. The task is automatically displayed in the schedule and in the task list. If the task is a fixed task, it is displayed in the "Fixed tasks" tab. The task list is used to specify the order in which the tasks will be performed (this order will be used to build the schedule). The schedule also takes into account the fixed tasks and the recurring tasks.
Notes:
  • A new task can also be added from a request found in a spool of requests.
  • Several tabs are used to give information about a task:
    • Details: Details of task. This information is entered when creating the task.
    • Links: List of requirements, business rules and requests to which the task is linked.
    • Elements of the project: List of project elements associated with the task. For example, if the task affects the modification of a WINDEV project, this tab can display the list of relevant windows.
    • Source Code Manager: If the project is associated with a WINDEV, WEBDEV or WINDEV Mobile project found in the SCM, allows you to see the different operations made in the SCM to perform the task.
  • Versions 20 and later
    Exporting tasks: From the task list, you have the ability to extract the contributor schedule in RTF format. To do so, select "Extract the schedule" from the popup menu and select the requested period in the window that is displayed. The schedule is automatically copied into the clipboard.
    New in version 20
    Exporting tasks: From the task list, you have the ability to extract the contributor schedule in RTF format. To do so, select "Extract the schedule" from the popup menu and select the requested period in the window that is displayed. The schedule is automatically copied into the clipboard.
    Exporting tasks: From the task list, you have the ability to extract the contributor schedule in RTF format. To do so, select "Extract the schedule" from the popup menu and select the requested period in the window that is displayed. The schedule is automatically copied into the clipboard.
To add a task:
  1. Display or create a "Tasks" tab.
  2. Select:
    • "Add a task" from the popup menu of the task list
    • the "New task" option found in the tab ribbon.
  3. Specify the characteristics of the task:
    Saving a new task
    The main sections are as follows:
    • Title of the task: this title gives a summary of the task to perform. This title will be displayed in the schedule and in the task list.
    • Associated with the project: Name of project associated with the task. You have the ability to select an existing project, create a new project or create a "Personal tasks" project.
    • Personal tasks: Used to specify that the task is a personal task linked to no project.
    • Status: Status of task. A task can be Pending, In progress, Locked, Canceled or Completed. This status can be modified by the contributor.
    • Contributor: Contributor associated with the task.
    • Estimated duration, time passed and deadline: Estimated task duration. A duration set to null is used to create a task with an undefined duration.
    • Document: File linked to the task (WINDEV window, WEBDEV page, ...).
    • Details: Description of task, or dialog with the administrator or with other contributors. The name and the date can be included in a text ("Insert Name" button).
    • Linked requirements: link between the task and one or more existing requirements.
  4. Validate.
  5. The task is automatically displayed in the task list. The task list is used to specify the order in which the tasks will be performed (this order will be used to build the schedule).
Notes:
  • A new task can also be added from a request found in a spool of requests.
  • Several tabs are used to give information about a task:
    • Details: Details of task. This information is entered when creating the task.
    • Linked requirements: Requirements linked to the task. This information is entered when creating the task.
    • Versions 21 and later
      Linked tasks: Used to see or create linked tasks. See Creating a link between tasks for more details.
      New in version 21
      Linked tasks: Used to see or create linked tasks. See Creating a link between tasks for more details.
      Linked tasks: Used to see or create linked tasks. See Creating a link between tasks for more details.
    • Elements of the project: List of project elements associated with the task. For example, if the task affects the modification of a WINDEV project, this tab can display the list of relevant windows.
    • Source Code Manager: If the project is associated with a WINDEV, WEBDEV or WINDEV Mobile project found in the SCM, allows you to see the different operations made in the SCM to perform the task.
  • Versions 20 and later
    Exporting tasks: From the task list, you have the ability to extract the contributor schedule in RTF format. To do so, select "Extract the schedule" from the popup menu and select the requested period in the window that is displayed. The schedule is automatically copied into the clipboard.
    New in version 20
    Exporting tasks: From the task list, you have the ability to extract the contributor schedule in RTF format. To do so, select "Extract the schedule" from the popup menu and select the requested period in the window that is displayed. The schedule is automatically copied into the clipboard.
    Exporting tasks: From the task list, you have the ability to extract the contributor schedule in RTF format. To do so, select "Extract the schedule" from the popup menu and select the requested period in the window that is displayed. The schedule is automatically copied into the clipboard.

Adding a new interrupting task

The interrupting tasks can be added by the contributor himself. See Help for time management for more details.
To add an interrupting task:
  1. Select the "Interrupting task" tab then:
    • select "Add an interrupting task" from the popup menu of task list.
    • select "Tasks .. Create a new task" ( Adding a task ).
  2. Enter the name of the interrupting task.
  3. Validate.
To add an interrupting task:
  1. Display or create a "Tasks" tab.
  2. In the "Management" group, click "Interrupting tasks".
  3. In the window that is displayed, click the "New interrupting task" button.
  4. Enter the name of the interrupting task.
  5. Validate.
Note: Only the first eight interrupting tasks are taken into account by the task wheel.

Defining the task "In progress"

To define the task "In progress":
  1. Display the task list ("Task list" tab).
  2. Select the task that must be flagged "In progress".
  3. Click the Current task button or select "Start this task" from the popup menu of the task list.
  4. A window is displayed:
    Changing task
  5. This window is used to:
    • modify the date and time for changing task (in case you've forgotten to change task for example).
    • specify the status of the previous task (task locked, canceled, in progress).
  6. The task becomes the first task displayed in the task list.
To define the task "In progress":
  1. Display or create a "Tasks" tab.
  2. Select the task that must be flagged "In progress".
  3. In the "Tasks" group of the ribbon, click "Start". You also have the ability to select "Start this task" from the popup menu.
  4. A window is displayed:
    Changing task
    This window is used to:
    • modify the date and time for changing task (in case you've forgotten to change task for example).
    • specify the status of the previous task (task locked, canceled, in progress).
  5. The task becomes the first task displayed in the task list.
Note: Mode for calculating the duration of a task:
  • If the help for time management is enabled:
    The calculation of the time spent on a task takes into account:
    • the information specified in the task wheel and in the window for managing the current task. The working hours and the working days specified in the options of the Project Monitoring Center are ignored.
    • the automatic lock of the current task when closing the Windows session.
    • the automatic lock of the current task when closing the Project Monitoring Center of WINDEV, WEBDEV and WINDEV Mobile.
      In this case, the information entered in the schedule configuration is taken into account only when establishing the schedule. The schedule takes into account the time really spent.
  • If the help for time management is not enabled:
    The calculation of the time spent on a task only takes into account the working times and the working days specified in the schedule configuration. The "overtime" is not taken into account.

Modifying a task

The task can be modified:
  • via the task list ("Task list" tab): to do so, select the requested task and select "Modify the task" from the popup menu (or click the "Edit" button found in the "Tasks" group of the ribbon).
  • via the schedule: all you have to do is double-click the task.
The task can be modified:
  • via a "Tasks" tab: to do so, select the requested task and select "Modify the task" from the popup menu
  • via a "Schedule" tab: all you have to do is double-click the task.
  • Versions 21 and later
    via a "Gantt chart" tab: all you have to do is double-click the task.
    New in version 21
    via a "Gantt chart" tab: all you have to do is double-click the task.
    via a "Gantt chart" tab: all you have to do is double-click the task.

Canceling a task

To cancel a task:
  1. Display the task list ("Task list" tab).
  2. Select the task to cancel.
  3. Click the Cancel button or select "Cancel the task" from the popup menu of task list.
  4. The task is flagged as canceled.
To cancel a task:
  1. Display or create a "Tasks" tab.
  2. Select the task to cancel.
  3. Select "Cancel the task" from the popup menu of task list.
  4. The task is flagged as canceled.

Deleting a task

To delete a task:
  1. Display the task list ("Task list" tab).
  2. Select the task to delete.
  3. Click the Delete button.
Note: Only the unsaved tasks can be deleted.
To delete a task:
  1. Display or create a "Tasks" tab.
  2. Select the task to delete.
  3. In the ribbon, in the "Tasks" group, click "Delete".
Note: A deletion is permanent and it cannot be undone. To be able to track the tasks, we advise you to cancel tasks instead of deleting them.

Transfering a task to another contributor

To transfer a task to another contributor:
  1. Display the task list ("Task list" tab) and select the task to transfer.
  2. Click the New instance button. A new instance of Project Monitoring Center is opened.
  3. In this new instance, select the contributor to whom the task must be associated ("Contributors" combo box).
  4. Drag and Drop the task toward the task list of the relevant contributor. The task is automatically added to the task list of the new contributor and deleted from the task list of former contributor.
To transfer a task to another contributor:
  1. Display or create a "Tasks" tab.
  2. Select the task to transfer.
  3. Select "Modify the task" from the popup menu.
  4. In the window that is displayed, select the new contributor associated with the task. The task is automatically added to the task list of the new contributor and deleted from the task list of former contributor.

Search in the SCM

For the projects linked to a WINDEV, WEBDEV or WINDEV Mobile project, you have the ability to find in the SCM the modifications corresponding to a task.
  1. Select "SCM .. Find the modifications".
  2. Specify (if necessary) the configuration of the SCM database to use.
  3. Specify the number of the requested task and click "Find". The list of modifications performed for the specified task is displayed. You can view the modification as well as the modified element and its properties.
Versions 21 and later
Link between tasks

Overview

In the "Tasks" tab, you have the ability to define a sequence for performing tasks (via the arrow buttons found on the right of the list).
However, you may also have to define a dependency between tasks in addition to this sequence. For example, updating the special offers in a site must be performed once the promotion file is updated.
These links are also taken into account when displaying the Gantt chart.

How to create a link between tasks?

To perform a link between several tasks:
  1. Display the description window of one of the tasks to link ("Modify the task" from the popup menu).
  2. In the lower section of modification window, display the "Linked tasks" tab.
  3. Click the "+" button.
    • If the task is not linked to a requirement, the list of available tasks is automatically displayed.
    • If the task is linked to a requirement, the "+" button proposes 2 choices: "Link to a requirement task" and "Link to another task".
  4. Select the task that will be linked to the current task. If necessary, use the different filters (contributor, requirement, project, ...) to find the task.
  5. Validate.
  6. In the screen that is displayed, define:
    Creating a link
    • The source and destination tasks. They can be reversed if necessary.
    • The type of link.
    • The options. You can:
      • Use a strict link. In this case, the activation or the ending of the destination is not allowed if the link constraint is not respected.
      • Send a message when starting or ending the source task (available if the contributors associated with the tasks are different). The message will be sent via the WDBal application (and by email if the option was chosen in the parameters of Project Monitoring Center).
  7. Validate. The link appears in the "Linked tasks" tab of the description window of the task.
New in version 21
Link between tasks

Overview

In the "Tasks" tab, you have the ability to define a sequence for performing tasks (via the arrow buttons found on the right of the list).
However, you may also have to define a dependency between tasks in addition to this sequence. For example, updating the special offers in a site must be performed once the promotion file is updated.
These links are also taken into account when displaying the Gantt chart.

How to create a link between tasks?

To perform a link between several tasks:
  1. Display the description window of one of the tasks to link ("Modify the task" from the popup menu).
  2. In the lower section of modification window, display the "Linked tasks" tab.
  3. Click the "+" button.
    • If the task is not linked to a requirement, the list of available tasks is automatically displayed.
    • If the task is linked to a requirement, the "+" button proposes 2 choices: "Link to a requirement task" and "Link to another task".
  4. Select the task that will be linked to the current task. If necessary, use the different filters (contributor, requirement, project, ...) to find the task.
  5. Validate.
  6. In the screen that is displayed, define:
    Creating a link
    • The source and destination tasks. They can be reversed if necessary.
    • The type of link.
    • The options. You can:
      • Use a strict link. In this case, the activation or the ending of the destination is not allowed if the link constraint is not respected.
      • Send a message when starting or ending the source task (available if the contributors associated with the tasks are different). The message will be sent via the WDBal application (and by email if the option was chosen in the parameters of Project Monitoring Center).
  7. Validate. The link appears in the "Linked tasks" tab of the description window of the task.
Link between tasks

Overview

In the "Tasks" tab, you have the ability to define a sequence for performing tasks (via the arrow buttons found on the right of the list).
However, you may also have to define a dependency between tasks in addition to this sequence. For example, updating the special offers in a site must be performed once the promotion file is updated.
These links are also taken into account when displaying the Gantt chart.

How to create a link between tasks?

To perform a link between several tasks:
  1. Display the description window of one of the tasks to link ("Modify the task" from the popup menu).
  2. In the lower section of modification window, display the "Linked tasks" tab.
  3. Click the "+" button.
    • If the task is not linked to a requirement, the list of available tasks is automatically displayed.
    • If the task is linked to a requirement, the "+" button proposes 2 choices: "Link to a requirement task" and "Link to another task".
  4. Select the task that will be linked to the current task. If necessary, use the different filters (contributor, requirement, project, ...) to find the task.
  5. Validate.
  6. In the screen that is displayed, define:
    Creating a link
    • The source and destination tasks. They can be reversed if necessary.
    • The type of link.
    • The options. You can:
      • Use a strict link. In this case, the activation or the ending of the destination is not allowed if the link constraint is not respected.
      • Send a message when starting or ending the source task (available if the contributors associated with the tasks are different). The message will be sent via the WDBal application (and by email if the option was chosen in the parameters of Project Monitoring Center).
  7. Validate. The link appears in the "Linked tasks" tab of the description window of the task.
Multiplication coefficient
The intended schedules are often optimistic. In most cases, they do not reflect a set of micro-tasks that are often costly in time. The Project Monitoring Center proposes a "realism" coefficient that can be applied by the administrator in order to get a schedule closer to reality.
A multiplication coefficient can be applied to each contributor. The duration of each task will be automatically multiplied by the specified coefficient. For example, a trainee developer will get a coefficient of 3 while a senior developer will have a coefficient of 2.5, ...
To define the coefficients to apply:
  1. Select "Parameters .. Options of Project Monitoring Center".
  2. Select the "Administrator options" tab.
  3. Select "Enable the coefficients".
  4. Click the "Edit" button.
  5. Specify the coefficients for each contributor. A coefficient of 1.5 corresponds to a 50% increase in time.
When the coefficients are enabled, the task list and the schedule reflect these coefficients. To restore a "standard" schedule and task list, all you have to do is uncheck "Enable the coefficients".
To define the coefficients to apply:
  1. Expand Menu of Project Monitoring Center and select "Options".
  2. Select "Options reserved for administrators"..
  3. Select "Enable the coefficients".
  4. Click the "Edit the coefficients".
  5. Specify the coefficients for each contributor. A coefficient of 1.5 corresponds to a 50% increase in time.
When the coefficients are enabled, the task list and the schedule reflect these coefficients. To restore a "standard" schedule and task list, all you have to do is uncheck "Enable the coefficients".
Note: The coefficients can be defined by an administrator only.
Printing the tasks
The Project Monitoring Center proposes several methods for printing the tasks or the task list. You can:
  • Print the task directly, from the modification screen of the task ("Print" button).
  • Print the task list for the current contributor. To do so, display the task list ("Task list" tab) and select "Print .. Print the task list".
  • Print the schedule for the selected contributors. To do so, display the schedule ("Schedule" tab), select the contributors to display and select "Print .. Displayed schedule".
  • Print the schedule in a Gantt chart. Select "Print .. Gantt chart" and configure the different print options (contributors, printer, ...). The Gantt chart is displayed.
    =Gantt chart
The Project Monitoring Center proposes several methods for printing the tasks or the task list. You can:
  • Print the task directly, from the modification screen of the task ( Print button).
  • Print the list of current tasks. In the ribbon of the "Tasks" tab, click "Print".
  • Print the schedule for the selected contributors. In the ribbon of the "Schedule" tab, click "Print".Print the schedule for the selected contributors. In the ribbon of the "Schedule" tab, click "Print":
    • Print in schedule format: this option is used to print the schedule displayed in the "Schedule" tab.
    • Versions 22 and later
      Print in list format: is used to print the task list for each project and for each team member.
      New in version 22
      Print in list format: is used to print the task list for each project and for each team member.
      Print in list format: is used to print the task list for each project and for each team member.
  • Print the schedule in a Gantt chart. In the "Gantt chart" tab, click the "Print" button.
    Note: The "Gantt chart" tab can be displayed via the "Gantt chart" button found in the "Tasks" and "Schedule" tasks.
Minimum required version
  • Version 9
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