Creating a Project
Now that we have some familiar people in the system, we can start
creating a mini-project.
Creating the project
The first step is to create the overall project:
- On the main screen, press
button.
- You will now see a small dialog that lets you select what type
of entry to add.
- In the drop-down, select "Project (Project)", then press OK.
You should now see a dialog that lets you fill in details for the
project.
- Enter 70 into the Priority field (priority values are between
0 and 100).
- Leave the Duration field blank (once you start the work
breakdown, the system will fill this in for you).
- Leave the Complete field at 0%.
- Enter the name you want to give to the project into the
Project field.
- Enter "yesterday" in the Start Date field.
- Use the ">" symbol on the left of the End Date field to
pick a finish date from the calendar browser (make it a couple
of weeks in the future).
- Now you are done. Press OK.
You should be able to see your new project in the list of
projects. Click on it, and you should be able see the
details you just entered on the left side of the screen.
Adding a task
Now, we can start breaking down the project... Make
sure you have clicked on your project in the list of projects in
the main screen and make sure you are on the Tree View (the
tab).
- On the toolbar, press the
button (to create a new child).
- You should see the dialog that lets you select what type of
task to add. Select the "Task (Task)" option and
press OK.
- You should now be able to see a dialog that lets you fill in
the task details.
- Leave Duration as it is (because we are going to break this
down further).
- Leave Start Date, Due Date and Complete as they are.
- Fill in the task description in the Task field - We might call
this "Setup" (we are going to set up the project).
- Press OK.
You should now be able to see the new task underneath your
project, titled "Setup (...)".
Breaking down the task
We will break the Setup task down further... We will
add tasks for "Project Plan", "Customer Meetings" and
"Quotation". Click on the Setup task in the projects
list.
- Use the
button again (this time for the
"Project Plan" task).
- Fill in "10:00" in the Duration field (which means 10 hours).
- Fill in "Project Plan" in the Task field.
- Press OK.
You should now be able to see the Project Plan task under the
Setup task. You can also see that both the project and
the Setup tasks have 10:00 in the duration column (this is the
duration for the whole project).
Make sure you have clicked on the Setup task again.
- Use the
button again (this time for the
"Customer Meetings" task).
- Fill in "5:00" in the Duration field (which means 5 hours).
- Fill in "Customer Meetings" in the Task field.
- Press OK.
Click on the Setup task again.
- Use the
button again (this time for the
"Quotation" task).
- Fill in "3:00" in the Duration field (which means 5 hours).
- Fill in "Customer Meetings" in the Task field.
- Press OK.
Now, the Setup task and the overall project should have a total
of 18 hours.
Hopefully you should be getting the hang of breaking down a
project. Rather than finishing off the whole project,
we will show you how to allocate different tasks to different
people.