WHMCS Forums - Project Management Addon http://forum.whmcs.com/ en Thu, 23 May 2013 17:28:18 GMT vBulletin 1440 http://forum.whmcs.com/images/misc/rss.png WHMCS Forums - Project Management Addon http://forum.whmcs.com/ Great !! Look my proyects ! http://forum.whmcs.com/showthread.php?63646-Great-!!-Look-my-proyects-!&goto=newpost Fri, 16 Nov 2012 19:50:21 GMT It is a great addon, it helped me a lot !! :twisted: For users that already Proyect addon, some questions: * Is it possible to hide on... It is a great addon, it helped me a lot !! :twisted:

For users that already Proyect addon, some questions:

  • Is it possible to hide on customer side task due date if task is completed?
  • Are there any hooks around that help to my Proyect Manager ?
  • For those that use this addon to bill, what do you do about billing full hours ? I meant if i work 1:48 min, Does it calculate by minute or by hour ?
  • Any suggestion to improve my Proyect addon?


/http://img1.uploadscreenshot.com/images/main/11/32014484627.png ]]> Project Management Addon altomarketing http://forum.whmcs.com/showthread.php?63646-Great-!!-Look-my-proyects-! Addon Install Confusion http://forum.whmcs.com/showthread.php?63538-Addon-Install-Confusion&goto=newpost Thu, 15 Nov 2012 08:30:32 GMT I update my version of whmcs to the latest version and it looks like it had the project module installed already. But when i paid of the addon it... I update my version of whmcs to the latest version and it looks like it had the project module installed already.

But when i paid of the addon it ask me to download and install the module, when doing so i notice files are newer on the whmcs updated one. I am not sure what is the newer seem like there is no need to download the addon if you updated to latest version.

Please confirm. ]]> Project Management Addon rmtest http://forum.whmcs.com/showthread.php?63538-Addon-Install-Confusion Access denied? http://forum.whmcs.com/showthread.php?63234-Access-denied&goto=newpost Sat, 10 Nov 2012 21:22:42 GMT For no reason I can determine, clients are seeing an "Access denied" message when trying to view their projects in client area.

Any idea what could be causing this? ]]> Project Management Addon SteveV http://forum.whmcs.com/showthread.php?63234-Access-denied Project management add-on comparisons http://forum.whmcs.com/showthread.php?61770-Project-management-add-on-comparisons&goto=newpost Sun, 21 Oct 2012 05:24:16 GMT Hi guys , I started with the WHMCSPM back in 09, but it looks like its been discontinued Has anyone done a feature comparison on live use of each... Hi guys , I started with the WHMCSPM back in 09, but it looks like its been discontinued

Has anyone done a feature comparison on live use of each of the PM add-ons?
eg OEM Add-on, WHMCSPM2 & wbteam pro community add-ons

looking to get back into the game in a new way & i need a new PM.

gannt chart would be useful, but I need to have
fine grained permissioning to allow contractors to access parts of diff projects, without seeing all the elements of whmcs
a client facing from-end
intergrated tickets
integration with quotes (useful)
easy project creation
automatically create a project once a customer places and pays his order/quote
email tasks
file versioning & storage (a nice-to instead of having a sep subversion)

Your experiences in using anyy of the above would be useful.

Cheers ]]> Project Management Addon Zorro67 http://forum.whmcs.com/showthread.php?61770-Project-management-add-on-comparisons Hooks to develop and extend the project management module. http://forum.whmcs.com/showthread.php?61702-Hooks-to-develop-and-extend-the-project-management-module&goto=newpost Fri, 19 Oct 2012 19:23:03 GMT To adapt the module to our needs we needed some custom functionality impossible to achieve with standard configuration. For example: - Monitor... To adapt the module to our needs we needed some custom functionality impossible to achieve with standard configuration. For example:

- Monitor every project creation and send a custom email (sms) with information like ETA, Assigned Developer and Designer. Permalink to the project status page.

- Monitor every project status change and notify the customer with a custom email (sms) about it.
- Notify a developer/designer of a new assigned project.

- Send due date reminders to assigned people.

Right now we had to program this functionality monitoring the log table database but it will be less resource intensive with some simple hooks added in the module directly.

Regards ]]> Project Management Addon wwwcad http://forum.whmcs.com/showthread.php?61702-Hooks-to-develop-and-extend-the-project-management-module Tasks Sub Tasks and ability to reorder http://forum.whmcs.com/showthread.php?60790-Tasks-Sub-Tasks-and-ability-to-reorder&goto=newpost Mon, 08 Oct 2012 05:16:14 GMT Feature Requests: 1) Sub Tasks 2) Ordering of Tasks Hey Guys, give your thoughts on this feature. Kiran Feature Requests:

1) Sub Tasks
2) Ordering of Tasks

Hey Guys, give your thoughts on this feature.

Kiran ]]> Project Management Addon phpkiran http://forum.whmcs.com/showthread.php?60790-Tasks-Sub-Tasks-and-ability-to-reorder Better way of communication in a Project http://forum.whmcs.com/showthread.php?60654-Better-way-of-communication-in-a-Project&goto=newpost Fri, 05 Oct 2012 16:04:44 GMT i think the project management addon needs more attention, currently its a good start.. we need more functionality and robust features so many are... i think the project management addon needs more attention, currently its a good start..

we need more functionality and robust features so many are flying in the forums. the users should be communicated in one way or the other to better understand about the upcoming versions ]]> Project Management Addon phpkiran http://forum.whmcs.com/showthread.php?60654-Better-way-of-communication-in-a-Project Task Templates and Sub Tasks http://forum.whmcs.com/showthread.php?60610-Task-Templates-and-Sub-Tasks&goto=newpost Fri, 05 Oct 2012 04:43:06 GMT Better functionality of tasks and sub tasks. we have repetitive tasks for every day ex:updating a set of elements in a website (used for... Better functionality of tasks and sub tasks. we have repetitive tasks for every day ex:updating a set of elements in a website (used for maintenance/support project) ]]> Project Management Addon phpkiran http://forum.whmcs.com/showthread.php?60610-Task-Templates-and-Sub-Tasks Wonky date picker http://forum.whmcs.com/showthread.php?60182-Wonky-date-picker&goto=newpost Mon, 01 Oct 2012 02:06:37 GMT The date picker on the Task Editor is a bit of a pain in the arse, it tends to set the date to the current day without asking, and it's very fiddly. Any chance of a replacement or improvement? ]]> Project Management Addon dahamsta http://forum.whmcs.com/showthread.php?60182-Wonky-date-picker Project Management Tasks on Homepage Dashboard http://forum.whmcs.com/showthread.php?59922-Project-Management-Tasks-on-Homepage-Dashboard&goto=newpost Wed, 26 Sep 2012 22:05:28 GMT I've looked all over and haven't seen a solution to this, hoping somebody has created a widget or *something* that makes it easy to see what a staff member has for Project Management Tasks in 1 easy to view list.

Right now I literally have to look at EACH project and scan for tasks to see if I have a task assigned. It's quite odd that there are no email notifications for new assignments of tasks to that person, but not even a list of that staff member's tasks is crazy! There is way too much potential for items to get lost and cause business to fail over and over again, which is totally opposite of what a project management system is used for.

What I'm hoping for is a simple way to see a list of tasks by staff member that shows the following in that list:

staff name | task name | task due date | project name

If this was viewable on the homepage dashboard showing all your specific tasks, great. Even if it was able to be viewed on it's own page where you could select a staff member to view their assigned tasks, great as well!

Am I nuts for thinking this would be a huge feature, being confused why this isn't available? ]]> Project Management Addon bcedergren http://forum.whmcs.com/showthread.php?59922-Project-Management-Tasks-on-Homepage-Dashboard Project Staff Permissions http://forum.whmcs.com/showthread.php?56390-Project-Staff-Permissions&goto=newpost Thu, 23 Aug 2012 04:45:06 GMT Forgive me if this has been covered, looked for an answer and could not find one. I have the latest version of WHMCS and the latest version of... Forgive me if this has been covered, looked for an answer and could not find one.

I have the latest version of WHMCS and the latest version of project management tool.

I have configured all settings to allow certain Administrators Roles (Search Marketing Team in this example) to have access to projects. I have checked the "View Only Assigned Projects" box and deselected the "View All Projects" box.

When I login to a account in this new Administrators Role, I can SEE only the tasks assigned to the staff member, but I can't actually click and view them. The projects are there, and only the ones I should see are listed, but they are not able to be accessed when clicked.

Is there another setting I have overlooked or has anyone else had this same issue and could point me in the right direction?

Here is a screenshot of what I am talking about:

Screen Shot 2012-08-22 at 9.40.01 PM.jpg

I can see the tasks assigned, just can't click them.

Thanks!
Attached Images
]]> Project Management Addon monsterdevelopment http://forum.whmcs.com/showthread.php?56390-Project-Staff-Permissions Subtasks, Calendar, Milestones, Git, and Client Record Association http://forum.whmcs.com/showthread.php?56018-Subtasks-Calendar-Milestones-Git-and-Client-Record-Association&goto=newpost Mon, 20 Aug 2012 02:57:21 GMT A few considerations that I've noticed here, but I'll add my two cents. I've used about every PM suite out there, Basecamp, Redmine, Zoho, etc. And would love to scrap all of these for one suite of tools.

1) Subtasks and Task Lists (I know that you can create separate projects for each list, but this is bulky).
2) Shared Calendar or Meetings Calendar (invite other admins?) maybe use the new integrated calendar feature.
3) Milestones
4) Git/Subversion connectivity
5) Easily associate invoices, tickets, etc. without copy and paste.
5) Also the ability to dis-associate an invoice (you can remove a ticket, but not an invoice), may be a bug. We've accidentally assigned a few invoices to a project for another customer (ouch) and can't remove them without deleting the project and starting over. ]]> Project Management Addon jjmyers http://forum.whmcs.com/showthread.php?56018-Subtasks-Calendar-Milestones-Git-and-Client-Record-Association Calendar Color Coding by Project Status http://forum.whmcs.com/showthread.php?55414-Calendar-Color-Coding-by-Project-Status&goto=newpost Tue, 14 Aug 2012 15:12:02 GMT This is something I think would be VERY useful, especially since the calendar can quickly become cluttered with lots of same-colored boxes. It would... This is something I think would be VERY useful, especially since the calendar can quickly become cluttered with lots of same-colored boxes. It would be great to be able to type hex values in the settings section for Project Statuses... i.e. add/remove pairs of text boxes:

-----------------------------------------------------------

[Pending] [#F7F892] [x]
[In Progress] [#BAE6A4] [x]
[Completed] [#CC0000] [x]

[ Add New Status Button ]
(Click x to remove status)

-----------------------------------------------------------

Or maybe just delimited in its current comma-separated form:

[ Pending|F7F892,In Progress|BAE6A4,Completed|CC0000 ]

-----------------------------------------------------------

Anyway, then when you look at the calendar (and maybe even the Status column in the projects list -- but definitely in the calendar), the boxes are color coded. It would be perfect to see at a glance of the month/week/day what all is in our design department, what's in production, what's done, etc. Does this seem feasible? :) ]]> Project Management Addon MOV http://forum.whmcs.com/showthread.php?55414-Calendar-Color-Coding-by-Project-Status Development access from client area http://forum.whmcs.com/showthread.php?54890-Development-access-from-client-area&goto=newpost Fri, 10 Aug 2012 11:23:58 GMT Hi,
Please consider to add the option to work with developers over the client area
(I don't want to give Freelancers, external developers access to the admin panel)
In general, I believe that it will be better Much better in terms of security
to give the ability to allow developer access from client area and took part in the project depending on the permissions given to him.

Yours sincerely,
Shalom Burla
Star Network and Promotion LTD ]]> Project Management Addon starnetwork http://forum.whmcs.com/showthread.php?54890-Development-access-from-client-area Fix styling bug http://forum.whmcs.com/showthread.php?53678-Fix-styling-bug&goto=newpost Tue, 31 Jul 2012 20:01:54 GMT Image: https://img.skitch.com/20120727-euypxnkqb23wjt27mck5s6kqce.jpg Cause... Image:...

Cause...



If I delete that bit, it works fine.

Problem is the files are encoded. Can we get a fix? ]]> Project Management Addon OpenPotion http://forum.whmcs.com/showthread.php?53678-Fix-styling-bug