Difference between revisions of "Quotas monitor"

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<accesscontrol>Main:MyGroup</accesscontrol>
 
= Introduction  =
 
= Introduction  =
  
Monitor quotas of some projects. Using monitor so that the client can easily take track of current project quotas, to see how it is going. There are 3 kinds of project: by '''week''', by '''month '''or '''none of theme'''<br>
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Monitor quotas of some projects. Using monitor so that the client can easily take track of current project quotas, to see how it is going. There are 3 kinds of project: by '''week''', by '''month '''or '''none of theme'''<br>  
  
 
= Tasks  =
 
= Tasks  =
  
== Preparing<br> ==
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Add a project to quotas monitor (this is for Voxmeter site)
  
*Project questionnaire resource Id<br>
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== Preparing<br> ==
*What kinds of project is: '''Week''', '''month '''or <span style="font-weight: bold;">none of them</span<br>
 
  
== Add a new project to quotas monitor<br> ==
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*Project questionnaire resource Id<br>
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*What kinds of project is: '''Week''', '''Month '''or <span style="font-weight: bold;">Normal</span>.<br>
  
*Go to Tools/Reports/Monitor sites/All monitors, search for '''Quotas Monitor'''<br>
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== Adding quotas for project questionnaire  ==
*
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=== For WEEK:  ===
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*Have one quota: '''YYYYWW''' to count target for each week
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*All other quotas should have format: '''YYYYWW - [Quota name]''' for each week
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[[Image:WeekQuota.png]]
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=== For MONTH:  ===
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*Have one quota: '''YYYYMM''' to count target for each month
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*All other quotas should have format: '''YYYYMM - [Quota name]''' for each month
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[[Image:MonthQuota.png]]
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=== NORMAL:  ===
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*Have one quota: '''_GNF''' to count target of the project
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[[Image:Quota.png]]
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== Add a new project to quotas monitor<br>  ==
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*Go to Tools/Reports/Monitor sites/All monitors, search for '''Quotas Monitor'''<br>  
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*Open Navigation tab of Quota Monitor
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*Right click on the folder want to add project and press '''Create'''
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*Input name, choose '''External''' in Page link and input this link: ''javascript:var a="http://"; ig_searchFrames(top, targetFrame).location=virtualAppHost + "ReportModule/DashboardModule/DashboardViewer.aspx?id=3&amp;pqRId=[PQRID]&amp;type=[TYPE]";''
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**[PQRID]: Project questionnaire resource Id
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**[TYPE]: Type of project, with Week = 1, Month = 2 and Normal = 3<br> [[Image:QuotaMonitor.png]]
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*Press Save<br>
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== Grant access<br>  ==
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We need to grant 3 groups:'''Voxmeter - Consultant - Resource Access''', '''Voxmeter - External Consultant - Resource Access''', '''External Provider''' access to the new project added to quotas monitor<br>
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*Go to HR/Groups/All Groups, search for those groups
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*For each groups, go to File/Access/Monitor Access, expand Quota Monitor and check for new project node
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<br>
  
 
[[Category:Production_guidelines|Production_guidelines]]
 
[[Category:Production_guidelines|Production_guidelines]]
 
<br>
 

Latest revision as of 05:08, 18 October 2013

<accesscontrol>Main:MyGroup</accesscontrol>

Introduction

Monitor quotas of some projects. Using monitor so that the client can easily take track of current project quotas, to see how it is going. There are 3 kinds of project: by week, by month or none of theme

Tasks

Add a project to quotas monitor (this is for Voxmeter site)

Preparing

  • Project questionnaire resource Id
  • What kinds of project is: Week, Month or Normal.

Adding quotas for project questionnaire

For WEEK:

  • Have one quota: YYYYWW to count target for each week
  • All other quotas should have format: YYYYWW - [Quota name] for each week

WeekQuota.png

For MONTH:

  • Have one quota: YYYYMM to count target for each month
  • All other quotas should have format: YYYYMM - [Quota name] for each month

MonthQuota.png

NORMAL:

  • Have one quota: _GNF to count target of the project

Quota.png

Add a new project to quotas monitor

  • Go to Tools/Reports/Monitor sites/All monitors, search for Quotas Monitor
  • Open Navigation tab of Quota Monitor
  • Right click on the folder want to add project and press Create
  • Input name, choose External in Page link and input this link: javascript:var a="http://"; ig_searchFrames(top, targetFrame).location=virtualAppHost + "ReportModule/DashboardModule/DashboardViewer.aspx?id=3&pqRId=[PQRID]&type=[TYPE]";
    • [PQRID]: Project questionnaire resource Id
    • [TYPE]: Type of project, with Week = 1, Month = 2 and Normal = 3
      QuotaMonitor.png
  • Press Save

Grant access

We need to grant 3 groups:Voxmeter - Consultant - Resource Access, Voxmeter - External Consultant - Resource Access, External Provider access to the new project added to quotas monitor

  • Go to HR/Groups/All Groups, search for those groups
  • For each groups, go to File/Access/Monitor Access, expand Quota Monitor and check for new project node