This feature opens a program, which
you can use to assign projects to the different members in your
organization. This feature allows people privileges to look at
projects, complete
them, and then record what was done to complete it.
Creating a Project Manager
1. Create a new tab and label it project manager or something
similar. This will be a tab that you do not publish so only those
who have access to your Caravel site will have access to this feature.
2. From the Add Block Menu on the Edit Column/Header/Footer bar, choose Add Feature.
3. From the menu that appears choose Project Manager.
4. Depending on the size of your column, Project Manger will either pop up in a new window or directly on your page.
5. Click on the Projects Option button on the far right of the
screen. You will be prompted to name your project.
After you have a suitable name click on the add
button. You have created a project manager. Now all you
need to do is add the projects.
Allowing people to use your Project Manager
In order to have people work in your Project Manager they must first have a Caravel account. Once everyone you would like to be a part of your project has a Caravel account you can add them to your Project Manger.
1. Click on Manage Members, the last button in the list.
2.
The new screen displays three boxes labled People, Project Members, and
Groups. You can add to the Project Members from either the
people or the groups. If you add from the people side those added
will only be able to see the title of the tasks but not edit
them. If you create a group and then add people into the group
those in the group will have full privileges.
3. Create a group by clicking on Group Management in the Group
box. Now, come up with a group name and click the add group
button. Highlight the name of your group and begin to add people
through the search function.
4. There are two ways to search for people. The easiest is to
type in a person's userID followed by the name of your site, i.e.
janey.default. However, if you do not know their userID type in
their name followed by an asterisk, i.e. Jane*.
4. Once you find someone you want to add to your project, click on their
name, and, using the arrow keys, move them to the Group Members list.
5. Once you have all the members added click on Project Access in the lower left hand corner.
6. Add your group to the Project Members.
Adding tasks
1. Click on the Add Task button.
2. A new
screen will appear where you can name the task, set a start and end
date, set a priority, choose the owner of the project and choose a
group. If you want everyone to have access to your project choose
to add your group. You can then specify their privileges on that
project allowing them to read and write in the log.
3. Once the task is added a new screen will appear with all your tasks
listed. You can input data on how the task is progressing by
clicking on the task name or on the log selected task button.
Here, people can log what they have done with the project and the
percentage they have completed.
4. Continue through the three last steps until you have added all the tasks you need to have completed.
