Base project management module in the 3f Software Planner lets you track time, enter tasks and keep track of project issues

Base module

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The base module contains all the functionalities you need to efficiently manage any type of project. With this module you can enter tasks, track time, manage project issues and get reports outlining how much time has been spend on a project.

The base module is a prerequisite for any of the optional project management modules. See a guided tour.

Task List

Projects are planned by setting up tasks in the task list by anyone with access to the system. Once a task has been added this task is automatically ready for time tracking.

There is no enforced limited for the number of tasks you can add in a project. Many customers have projects with over 100 tasks.

Task - Resource Assignment

Assigning resources to a task is done by choosing the resource(s) to be assigned to the task during task creation. From then on, the assigned resource can see his or her assigned tasks from the My Assigned Tasks under the My Workspace node.

Time Attendance

In the 3f Software Planner time is tracked, not entered. This is an important point because the system does not most systems do not really track time.

Issue Management

Complete system to keep track of project issues. Issues can be grouped, categorized and printed. You can also import or export issues as XML for easy collaboration with others using the same system.

Project Grouping

This versatile report allows you to group project together from different clients. The report will show you the number of hours gone into a project. There is no limit to the number project groups that can be setup, and the same project can be a member of multiple project groups. This report is ideal if you have a main project and multiple subprojects because it can give you a complete overview of all the projects together.

Time Report

This report shows the number of reported hours on the active project. The report can be filtered by different categories. The report also keeps track of billable and non billable hours.

Project Overview Report

The project overview reports gives a snapshot of the project showing exactly how much time was spend on all tasks in the project, how much time is left on each task as well as how much time is left on the entire project. Only data from submitted timesheets is included in this report.

Project Console

The project console is something unique to the 3f Software Planner. When timesheets are submitted by the resources working on a task, one of the requirements is that the resource estimate how many hours he or she has left on the task. The sum of all the remaining hours for all the resources working on a particular task becomes the total remaining hours for the task. Before these remaining hours are included in the Project Overview report, they must be accepted by the project manager (if you have the Approval Management module) or whoever is in charge of the project if you do not have that module. Finally, tasks are considered finished when the remaining hours = 0. To set a task to finished you must adjust the remaining hours for the task to 0 in the project console.

Setup New Project

There is no limit to the number projects you can setup in the 3f Software Planner. When project are setup you can even link them to previous versions of the same project. Linking a project to another, ensures that any unresolved issues from a previous version of the same project automatically are carried over to the new version. In addition, the system automatically builds up a version history for the project.

Template

Project(s) can be exported as XML templates. Exporting a project as an XML file lets you reuse the tasks entered in the source project. That way there is no need for entering standard tasks each time a new project is setup. The XML file contains all the tasks, task particulars, work breakdown and the linking between tasks (Linking requires the optional Gantt diagram and Planning module).

Export Reports

Most reports can be exported to Excel, Adobe Acrobat, Word (as RTF format). This is in addition to XML export available in the optional XML module.

Printing

Most reports and lists can be printed on any standard printer.