Reslo User manual - Amel94/ITC309 GitHub Wiki

 

USER'S MANUAL

TABLE OF CONTENTS

GENERAL INFORMATION 1-1 SYSTEM SUMMARY 2-1 GETTING STARTED 3-1 USING THE SYSTEM 4-1 REPORTING 5-1

 

General Information   GENERAL INFORMATION

“General Information section explains in general terms the system and the purpose for which it is intended”.

System Overview

Resource Allocation System is a platform that contains the allocations of each resources of the projects for IT companies. This system Identify the problems faced by project managers and the effects of those problems on efficiency when allocating the resources. It helps to gather the details of each project and allocate resources according the current allocation of the employees.

Organization of the Manual

The user’s manual consists of five sections such as General Information, System Summary, Getting Started, Using the System, and Reporting. General Information section explains in general terms the system and the purpose for which it is intended. System Summary section provides a general overview of the system. The summary outlines the uses of the system’s hardware and software requirements, system’s configuration, user access levels and system’s behavior in case of any contingencies. Getting Started section explains how to get Resource Allocation System and install it on the device. The section presents briefly system menu. Using the System section provides a detailed description of system functions. Reporting section describes in what way information collected by the application are presented and how to access the information.

  SYSTEM SUMMARY

SYSTEM SUMMARY

System Summary section provides a general overview of the system. The summary outlines the uses of the system’s hardware and software requirements, system’s configuration, user access levels and system’s behavior in case of any contingencies.

User Access Levels

Every employee can access the system.

Contingencies

In case of power outage data are not saved in internal memory of the operating device (except photos that are stored in external storage folder of the device). In case there is no Internet connection available data cannot be saved in internal memory of the operating device.

 

GETTING STARTED

3.0 GETTING STARTED

Getting Started section is the 1st step of the user manual. It explains how to get Resource allocation system and install it on the device.

3.1 Installation and Logging In

Login page

3.2 System Menu

Resource Allocation system Home page consists of 5 tabs. Create User, manage user, manage project, Resource booking and summary booking. In the home page there are tabs to add new projects, ongoing projects, Hold projects and close projects. The second last tab has Project name and CR name, Project CR start date and Project CR end date. Major control buttons of the program are Idle employees, over allocated, under allocated and future Allocations. All the tabs have icon and, additionally, name at the bottom to allow distinguishing them easily.

Create User in RESLO

In Home page there is a tab to create user. When we click on create user, there is an option to enter user details. Such as employee name, User ID, Contact no and email. After entering the data, you can create user.

5.Add Resource in RESLO In manage Resource tab there are two options such as Add resources and Update resources. When we select Add Resource, we can add new resources. There are details to enter. Employee Number, Employee name, contact number and employee role.

6.Update Resource in RESLO In home there is a tab to manage Resources. Manage resources has two options as add resources and update resources. When update resources in RESLO pops up we can enter resource details. Employee name, employee number, contact number and employee role.

7.Add Project in RESLO Add project pops up to add project details. Plan start date and plan end date. From status you can select new project or an ongoing project. You can save the project or cancel the project.

8.Update Project in RESLO Manage resource tab has two tabs. Such as add project and update project. When you select update project there are some fields pops up to enter. We must enter plan start date and plan end date. Actual start date and actual end date. Then we can select the status. There are two options as new project and ongoing project.

9.Resource Allocation/Booking in RESLO

4.0

4.0 USING THE SYSTEM In developing a model, people (or resources) in several roles might perform tasks on model structures. As a Project Manager, you can assign resources to tasks on elements (including Packages) in the model, planning and monitoring the work that they do within the timeframe you have allocated for that work to be completed. You can do this using the Project Gantt View and/or Construct facilities. If you want to assign more than one resource to the role or task on the element.

Field Action Resource Either: • Type in the name of the resource being assigned to work associated with the element, or • Click on the drop-down arrow and click on the name of the resource Role or Task Either: • Type in the role name or task performed by the selected resource, or • Click on the drop-down arrow and click on the role to be performed by the resource Start Date This field defaults to today's date. If you want to assign a different start date for the task:

1. Click on the drop-down arrow.
2. If necessary, click on the Left or Right Arrow to select the previous or next month.
3. Click on the appropriate day of the month as the start date. The field immediately changes to the selected date. End Date This field defaults to today's date. If you want to assign a different end date for the task:
4. Click on the drop-down arrow.
5. If necessary, click on the Right Arrow to select the next month.
6. Click on the appropriate day of the month as the end date. The field immediately changes to the selected date. Milestone This checkbox and drop-down list allow linking the end date to the date of a Milestone element that is no more than seven days old. (Milestone elements form part of the structures developed using the MDG Technology for CMMN, the Case Management Model & Notation, which you can access through the Analysis Perspective.) Complete % If the task is already in progress, type in the current percentage completion. Expected Time Type in the number of whole-time units the task is expected to take. (The value must be an integer, so you cannot record part units.) The unit of time you adopt is by agreement within the project and depends on the granularity of the work being recorded. Most tasks are completed in a number of hours or a number of days; use the smallest practical unit that you can record as a whole number. Apply the same units as used for the 'Allocated Time' and 'Time Expended' fields. Allocated Time Type in the number of time units the task can be spread over. (The value must be an integer, so you cannot record part units.) The unit of time you adopt is by agreement within the project and depends on the granularity of the work being recorded. Most tasks are completed in a number of hours or a number of days; use the smallest practical unit that you can record as a whole number. Apply the same units as used for the 'Expected Time' and 'Time Expended' fields. Time Expended (When the task is eventually 100% complete, you will type in the number of time units it actually took. The value must be an integer, so you cannot record part units.) The unit of time you adopt is by agreement within the project and depends on the granularity of the work being recorded. Most tasks are completed in a number of hours or a number of days; use the smallest practical unit that you can record as a whole number. Apply the same units as used for the 'Expected Time' and 'Allocated Time' fields. Description Type (and, if you prefer, format) a description of the work being done by the resource. History (As the task progresses, you add text to this tab to record the activities, progress, problems and outcomes of the task.) Apply Click on this button to apply the changes to the currently displayed element on a diagram, without closing the dialog. New Click on this button to clear the fields on the dialog so that you can define a new resource allocation. Previous Click on this button to display the previous resource record in the sequence. Next Click on this button to display the next resource record in the sequence. OK Click on this icon to save the data you have entered and to add the entry to the 'Resource' list in the Project Gantt View, 'Element' tab of the Browser window and Resource Allocation window, and then close the dialog. Close Click on this button to discard the data you have entered and close the dialog. Help Click on the icon to display this Help topic.

REPORTING

Reports in RESLO

These reports can only accessible to Top level Management of the IT Company. I’m still implementing the system to download the report as a pdf document for the future refences of the managers. There are Employee Summary Reports, Project Summary Reports and Booking Summary Reports.

10.1 Search All Employee Report

In this report Managers can search the employee records from a particular date and by employee’s user role. If the Manger wants to get the data by the employee role, manger can disable the date field and preview the details.

10.2 Idle Employee Report

In this report Managers can search the idle employee records from a particular date range by employee’s user role.

10.3 Allocated Employee Report

In this report Managers can search the allocated employee records from a particular date range by employee’s user role.

Employee Wise Report

In this report Managers can search the allocated project details of each employee records from a date range.

Workload Summary Report

In this report Managers can search the under allocated employees and the over allocated employees from a particular date range by the user role. All Project Report

In this report Managers can search the all the project details starting from a particular date.

Project CR Wise Report

In this report Managers can search the Project CR wise details by the user role. Because one project can have multiple CR when the client requirements getting change. Booking

Employee Summary Report In this report Managers can search the Booking details by employee name and from particular date.

Booking Project Summary Report

In this report Managers can search the Booking details by project name, Cr No and from employee role. From this report managers can take an idea about how many Developers, how many QA people are already having bookings for the upcoming new project.