Tutorial - Enterprise Manager - All modules

 

Introduction

Only view the tutorials form this page if you have purchased (self hosting) or are using (hosting) all modules in the 3f Software Planner. This is the video tutorial available to Enterprise Managers. The tutorial is a step-by-step guide that will show an Enterprise Manager how to setup, configure, and use the 3f Software Planner.

 

How to use the tutorial

This tutorial goes hand-in-hand with similar tutorial available for the Project Manager and Project Member user roles. The idea is that when you have gone through the orange section, the Project Managers and Project Members in your company then go through the same orange tutorial for their user roles. When they are done with their orange section, you have all been taught the same specific features of the software as seen from your respective user roles' point of view. For about one week, everyone should work within the boundaries of what has been taught in the orange section before continuing with the green section following the same pattern. By the time that you are finished with the blue section, you will have a good understanding of how you can use and benefit from the 3f Software Planner. 

 

You can also download all the tutorial. The quality of the downloaded tutorial is higher and it is optimized for a screen resolution of 1024 X 768. Downloading the tutorial can be handy if everyone in your company should watch the video tutorial together. To download the tutorial, click here.

 

Requirements

1. Make sure that you have flash plug-in installed. If you don't have it, you can get it from Macromedia.

2. Disable any popup blocker you may have because the video tutorial loads in a new browser window.

3. The tutorial is optimized for a screen resolution of 1024 X 768 pixels.

 

When you are ready, click on the step below where you want to start. View the tutorial, then apply what you have been taught before continuing with the next step.

 

Week 1 - Setup and Complete Project Time Tracking

Introduction

2m11s

 

1.   Login

4m53s

 

2.   System Defaults

3m34s

 

3.   Work Calendar

2m20s

 

4.   Add Login Resources

4m46s

 

5.   Add Clients

1m28s

 

6.   Setup Project

4m30s

 

7.   Activate Project

0m40s

 

8.   Assign Resources to a Project

6m33s

 

9.   Add Tasks in the Task List

5m05s

 

10. Start Time Tracking

3m14s

 

11. Group, Copy and Rearrange Tasks in Task List

2m42s

 

12. Stop Time Tracking

1m41s

 

13. Submit Timesheet

1m37s

 

14. Approve Timesheet

1m48s

 

15. View Time Report

1m44s

 

Week 2 - Using Gantt Diagram and Scheduling of Resources

16. Project Home

1m08s

 

17. Add Tasks in the Gantt Diagram

7m26s

 

18. Link and Move Tasks

6m18s

 

19. Schedule Resources in the Gantt Diagram

1m59s

 

20. Start Time Tracking on Planned Tasks

2m46s

 

21. Group, Copy and Rearrange Tasks in Gantt Diagram

1m38s

 

22. Project Management Page

4m35s

 

23. Project Overview

2m45s

 

Week 3 - Advanced Features

24. Using Errors and Changes

11m34s

 

25. Using Task Approval System

3m19s

 

26. Using Version History

6m33s

 

27. Using Test Cases

13m56s

 

28. Create Templates

5m41s

 

29. XML Central & SDK

12m56s

 

 

 

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