This section provides information related to setting up the system and essentials required by the software. These system essentials are utilized throughout the software at various stages. The System menu on the Top menu bar contains the options required for setting up the system. Following tasks can be performed by using the options available in the System menu:

 

	What is the workflow for setting up the System?

 

Following is the workflow for setting up the system resources:

 

1. Manage Departments

2. Manage and define Roles

3. Manage Designation

4. Assign Rights to Departments and Roles

5. Manage Project Types

6. Manage Non-project Tasks

7. Manage Resources

8. Manage Workflow

 

The departments are name of the group which includes a definite set of resources performing similar tasks. It is also defined as a specialized division of a large organization.

The departments are the first essential element of pSuite. Each pSuite user belongs to one or more department. Each project and its associated resources belong to a particular department.

 

	How to create a new department in pSuite?

 

1. Click on the System menu on the Top menu bar to view the menu items available in the menu. Now click on the Departments menu item. A Departments page opens in the User’s dashboard area. The list of available departments is displayed in the grid.

2. Click on the Add Department button (available at the lower-middle corner of the grid). A new row is appends to the grid.

3. Double click on the cell of Department Initials column of the newly created row, to provide the acronym for the department name.

4. Similarly provide the department name in the Department Name column.

5. Click on the Save button to save changes in the database.

 

	Things to remember

The department initials cannot be less than 3 characters.

 

	What is the use of the Reset button?

 

1. If you have wrongly clicked on the Add Department button or you do not want to create a department then click on the Reset button to reset the page to its last saved state.

 

	How to view the departments available in pSuite database?

 

1. Click on the System menu on the Top menu bar to view the menu items available in the menu. Now click on the Departments menu item. A Departments page opens in the User’s dashboard area. The list of available departments is displayed in the grid.

 

	How to modify the name and initials of a department?

 

1. From the Departments page, double click on the cell of Department Initials column of the row containing the specified department’s details and provide the new acronym for the department name.

2. Similarly provide the department name in the cell of Department Name column.

3. Click on the Save button to save changes in the database.

 

	How to remove a department in pSuite?

 

1. From the Departments page, click on the row containing the specified department’s details and click on the  button to remove the selected record from the pSuite database.

 

	Things to remember

A department cannot be removed if it is associated with a resource or project or roles have been assigned.

 

 

Once a department is created, it is required to assign certain accessibility roles to the departments on the modules and their elements so that the users/ resources that belong to the selected department can only access the provided modules.

 

	How to define a new role in pSuite?

 

1. Click on the System menu on the Top menu bar to view the menu items available in the System menu. Now click on the Roles menu item. A Roles page opens in the User’s dashboard area. The list of available roles is displayed in the grid.

2. Click on the Add Role button (available at the upper-right corner of the grid). An Add Role page opens in the User’s dashboard area.

3. Select the department and provide the role initials the role name in relevant fields.

4. Click on the Save button to save changes in the database. The Roles page is displayed.

 

	Things to remember

A department can have multiple roles and multiple departments can have a similar role name.

 

	How to view the department roles available in pSuite database?

 

1. Click on the System menu on the Top menu bar to view the menu items available in the menu. Now click on the Roles menu item. A Roles page opens in the User’s dashboard area. The list of available roles is displayed in the grid.

2. There is a limit for displaying the number of records in one page. If the record count reaches the maximum count set per page, a pagination bar appears at the upper-right corner of the grid. Click on the page numbers to view relevant pages.

 

	How to find a particular role?

 

1. A search box is available at the upper-right corner of the Roles page. Select a search criterion from the first text field and specify relevant information in the other. Now click on the Search button to find the specified record.

 

	How to modify the name and initials of a department?

 

1. From the Roles page, click on the  button of the row containing the specified role. An Edit Role page opens.

2. You can modify only the role name of the selected role. Click on the Save button to save changes in the database.

 

	How to reset the page contents?

 

1. If you have wrongly entered the data or you do not want to change the role details then click on the Reset button to reset the page to its last saved state.

 

	How to remove a department in pSuite?

 

1. Click on the  button of the row containing the role details and remove the selected record from the pSuite database.

 

	Things to remember

A department role cannot be removed if it is associated with a resource.

 

A designation is the grouping of employees that belong to same ranks or responsibilities. Each department has limited designations by which the associated employees are referred. Once the department is created, it is very much required to add different designations to it.

The designations in pSuite are merely the conceptual grouping of employees and there is no dependency of system access rights with the designation of the user.

 

	How to add a designation in pSuite?

 

1. Click on the System menu on the Top menu bar to view the menu items available in the menu. Now click on the Designations menu item. A Designations page opens in the User’s dashboard area. The list of available designations is displayed in the grid.

2. Click on the Add Designation button (available at the upper-right corner of the grid). An Add Designation page opens.

3. Select the department from the Department dropdown list box and provide the information related to the new designation in relevant fields

4. Click on the Save button to save changes in the database.

 

	Things to remember

A department can have multiple designations and multiple departments can have similar designations.

 

	How to view the designations available in pSuite database?

 

1. Click on the System menu on the Top menu bar to view the menu items available in the menu. Now click on the Designations menu item. A Designations page opens in the User’s dashboard area. The list of available employee designations is displayed in the grid.

2. There is a limit for displaying the number of records in one page. If the record count reaches the maximum count set per page, a pagination bar appears at the upper-right corner of the grid. Click on the page numbers to view relevant pages.

 

	How to modify the designation details?

 

1. From the Designations page, click on the  button of the row containing the specified role. An Edit Designation page opens.

2. Modify the designation details and click on the Save button to save changes in the database.

 

	How to reset the page contents?

 

1. If you have wrongly entered the data or you do not want to change the role details then click on the Reset button to reset the page to its last saved state.

 

	How to remove a designation?

 

1. Click on the  button of the row containing the specified designation details and remove the selected record from the pSuite database.

 

	Things to remember

A designation cannot be removed if it is associated with a resource.

 

 

 

 

After assigning roles, the next part is assigning module rights to a specified role of the department so that the users who belong to the specified department and performing the specified role can access the required modules and / or sub-modules. This section explains how to assign roles to a particular department role.

 

	How to assign or modify access rights a specific role?

 

1. Click on the System menu on the Top menu bar to view the menu items available in the menu. Now click on the Access Rights menu item. An Access Rights page opens in the User’s dashboard area.

2. Select a department from the Department drop down list box. The list of roles available in the selected department is listed in the Role dropdown list box. Now select a role from the Role dropdown list box.

3. Those module rights which have already been assigned for the selected role are displayed as “checked” as those which are yet not been assigned are displayed as “unchecked”.

4. Check or uncheck the checkboxes that appear next to the sub-modules to either assign or remove rights. Checking or un-checking the checkboxes that appear before the module name assign or remove user rights from all sub-modules of the selected module.

5. Click on the Save button to save changes in the database.

 

	How to view the access rights of a specific role?

 

1. Click on the System menu on the Top menu bar to view the menu items available in the menu. Now click on the Access Rights menu item. An Access Rights page opens in the User’s dashboard area.

2. Select a department from the Department drop down list box. The list of roles available in the selected department is listed in the Role dropdown list box. Now select a role from the Role dropdown list box.

3. Those module rights which have already been assigned for the selected role are displayed as “checked” as those which are yet not been assigned are displayed as “unchecked”.

 

	How to reset the page contents?

 

1. If you have wrongly modified the access rights or you do not want to assign access rights for the selected role then click on the Reset button to reset the page to its last saved state.

 

The project types are used to categorize the type of projects that can be assigned to a particular department. These are used during the categorization of projects while setting up a project.

 

	How to create a new project type?

 

1. Click on the System menu on the Top menu bar to view the menu items available in the menu. Now click on the project Type menu item. A Project Type page opens in the User’s dashboard area. Initially no record is displayed in the page.

2. Select a department from Department drop down list box (available at the upper-right corner of the grid) to view the project types defined for the selected department.

3. Click on the Add Project Type button (available at the lower-middle corner of the grid). A new row is appends to the grid.

4. A unique identifier is also assigned to the newly created project type.

5. Double click on the cell of Description column of the newly created row, to provide the project type details. Click on the Save button to save changes in the database.

 

	What is the use of the Reset button?

 

1. If you have wrongly clicked on the Add Project Type button or you do not want to create a project type then click on the Reset button to reset the page to its last saved state.

 

	How to view the projects types available in a particular department?

 

1. Click on the System menu on the Top menu bar to view the menu items available in the menu. Now click on the project Type menu item. A Project Type page opens in the User’s dashboard area. Initially no record is displayed in the page.

2. Select a department from Department drop down list box (available at the upper-right corner of the grid) to view the project types defined for the selected department.

 

	How to modify the project type description?

 

1. From the Project Type page, double click on the cell of Description column of the row containing the specified project type details and modify the project type description.

2. Click on the Save button to save changes in the database.

 

	How to remove a project type?

 

1. From the Project Type page, click on the row containing the specified project type details and click on the  button to remove the selected record from the pSuite database.

 

	Things to remember

A project type cannot be removed if it is associated with a project.

 

 

The non-project tasks are the tasks that are required by project resources while filling their timesheets for mentioning the tasks that are not included in the project workflow or the list of assigned tasks.

 

	How to create a new department in pSuite?

 

1. Click on the System menu on the Top menu bar to view the menu items available in the menu. Now click on the Non-Project Tasks menu item. A Non-Project Tasks page opens in the User’s dashboard area. The list of available non-project tasks is displayed in the grid.

2. Click on the Add Task button (available at the lower-middle corner of the grid). A new row is appends to the grid.

3. Double click on the cell of Task Name column of the newly created row, to provide the task name.

4. Similarly provide the task description in the Description column.

5. Click on the Category column of the row to choose a task category from the dropdown list.

6. Click on the Save button to save changes in the database.

 

	What is the use of the Reset button?

 

1. If you have wrongly clicked on the Add Task button or you do not want to create a new non-project task then click on the Reset button to reset the page to its last saved state.

 

	How to view the non-project tasks available in the pSuite database?

 

1. Click on the System menu on the Top menu bar to view the menu items available in the menu. Now click on the non-Project Tasks menu item. A Non-Project Task page opens in the User’s dashboard area. The list of available tasks is displayed in the grid.

 

	How to modify the task details?

 

1. From the Non-Project Tasks page, double click on the cell of Task Name column of the newly created row, to provide the task name.

2. Similarly provide the task description in the Description column.

3. Click on the Category column of the row to choose a task category from the dropdown list

4. Click on the Save button to save changes in the database.

 

	How to remove a non-project task?

 

1. From the Non-Project Tasks page, click on the row containing the specified task details and click on the  button to remove the selected record from the pSuite database.

 

	Things to remember

A non-project task cannot be removed if it is associated with a resource or project.

 

 

All active directory users that are the part of one or more projects or tasks are named as a resource in the pSuite.

 

	How to add a resource in pSuite?

 

1. Click on the System menu on the Top menu bar to view the menu items available in the menu. Now click on the Resources menu item. A Resources page opens in the User’s dashboard area. The list of available resources is displayed in the grid.

2. Click on the Add Resource button (available at the upper-right corner of the grid). An Add Resource page opens.

3. Select the active directory name or the resource from the AD Name dropdown list box and provide the information related to the new resource in relevant fields.

4. Click on the Save button to save changes in the database.

 

	Things to remember

An active directory user name is essential for creating a new resource. Only one resource can be created on one active directory user.

 

	How to view the resources available in pSuite database?

 

1. Click on the System menu on the Top menu bar to view the menu items available in the menu. Now click on the Resources menu item. A Resources page opens in the User’s dashboard area. The list of available resources is displayed in the grid.

2. There is a limit for displaying the number of records in one page. If the record count reaches the maximum count set per page, a pagination bar appears at the upper-right corner of the grid. Click on the alphabets to view the resources having first name starting with the specified alphabet.

 

	How to find a specific resource?

 

1. A search box is available at the upper-right corner of the Resources page.

2. Type the name of the resource user in the “Search By Name:” text field. All resources matching the entered text are displayed in a dropdown list. Select the resource name from the list. And click on the  button. The specified resource is displayed in the Edit Resource Information page.

3. Now the resource information can be modified.

 

	Things to remember

The Search By Name search works only for the selected alphabet from the pagination bar. For example: if the records for the alphabet “M” are displayed then the searching will work for records starting from “M”.

 

	How to find a resources working under a specified accounts manager?

 

1. Select the name of the accounts manager from the “Search By Manager:” drop down list box and click on the Search button. Now the resources working under the specified A/c manager will be displayed. Search for the resources alphabetically.

 

	How to modify the resource information?

 

1. From the Resources page, click on the  button of the row containing the specified role. An Edit Resource Information page opens.

2. Modify the resource information and click on the Save button to save changes in the database.

 

	How to reset the page contents while adding/ editing the resource?

 

1. If you do not want to change the resource information then click on the Reset button to reset the page to its last saved state.

 

	How to enable/ disable a user account?

 

1. Click on the  toggle button of the row containing the specified resource information and disable the selected resource in the pSuite. Once the resource account is disabled, the toggle button icon changes to . Clicking again the same button enables the selected resource in the pSuite.

2. A resource account can also be enabled or disabled by changing the state of the Active checkbox to “checked” or “unchecked” while adding/ modifying the resource information.

 

	How to assign/ modify access rights for the resource user?

 

1. From the Resources page, click on the System Rights button to assign or modify the access rights on different modules of the pSuite. The Access Rights page opens in a popup window.

2. Those module rights which have already been assigned for the selected role are displayed as “checked” as those which are yet not been assigned are displayed as “unchecked”.

3. Check or uncheck the checkboxes that appear next to the sub-modules to either assign or remove rights. Checking or un-checking the checkboxes that appear before the module name assign or remove user rights from all sub-modules of the selected module.

4. The user rights can also be modified by clicking the Edit System Rights button available at the upper-left corner of the Edit Resource Information page, while modifying the resource information.

 

 

 

The workflow is the movement of documents and/or tasks through a work process. More specifically, workflow is the operational aspect of a work procedure: How tasks are structured, who performs them, what their relative order is, how they are synchronized, how information flows to support the tasks and how tasks are being tracked. As the dimension of time is considered, the workflow considers "throughput" as a distinct measure.

Each project in pSuite follows a workflow for maintaining the flow of progress and development. The development stages that should be followed during the development are defined in the workflow.

 

	How to create a new workflow in pSuite?

 

1. Click on the System menu on the Top menu bar to view the menu items available in the menu. Now click on the Workflow menu item. A Workflow page opens in the User’s dashboard area. The list of available workflow is displayed in the grid.

2. Click on the Add Workflow button (available at the lower-middle corner of the grid). A new row is appends to the grid.

3. Double click on the cell of Name column of the newly created row, to provide the workflow name.

4. Similarly provide the workflow description in the Description column.

5. Click on the Save button to save changes in the database.

 

	How to cancel the process of workflow creation?

 

1. If you have wrongly clicked on the Add Workflow button or you do not want to create a workflow then click on the Reset button to reset the page to its last saved state.

 

	How to view the workflow available in pSuite database?

 

1. Click on the System menu on the Top menu bar to view the menu items available in the menu. Now click on the Workflow menu item. A Workflow page opens in the User’s dashboard area. The list of available workflow is displayed in the grid.

 

	How to modify the workflow details?

 

1. Double click on the cell of the Name column to provide the workflow name.

2. Similarly provide the workflow description in the Description column.

3. Click on the Save button to save changes in the database.

 

	How to remove a workflow in pSuite?

 

1. From the Workflow page, click on the  button to remove the selected record from the pSuite database.

 

	Things to remember

The default workflow cannot be deleted from the database.

 

 

A workflow has different stages associated with it, which defines the process of project development.

 

	How to create a new workflow stage inside the workflow?

 

1. Click on the System menu on the Top menu bar to view the menu items available in the menu. Now click on the Workflow menu item. A Workflow page opens in the User’s dashboard area. The list of available workflow is displayed in the grid.

2. Click on the Workflow Stages button that appears before the specified workflow name. A Workflow Stages page opens.

3. Click on the Add Workflow Stage button (available at the lower-middle corner of the grid). A new row is appends to the grid.

4. Double click on the cell of Stage Name column of the newly created row, to provide the workflow name. Similarly provide the workflow description in the Description column.

5. Allocate the ratio of tasks to be performed in the specified workflow stage in comparison to the complete workflow. Assign the allocation in the Allocation column.

6. Select the workflow category from the dropdown list box of the Category column.

7. Click on the Save button to save changes in the database.

 

	Things to remember

The sum of allocation % of all workflow stages cannot be more than 100%.

 

	How to cancel the process of creating workflow stages?

 

1. If you have wrongly clicked on the Add Workflow Stage button or you do not want to create a workflow stage then click on the Reset button to reset the page to its last saved state.

 

	How to view the stages available in a particular workflow?

 

1. Click on the System menu on the Top menu bar to view the menu items available in the menu. Now click on the Workflow menu item. A Workflow page opens in the User’s dashboard area. The list of available workflow is displayed in the grid.

2. Click on the Workflow Stages button that appears before the specified workflow name. A Workflow Stages page opens. The list of available workflow stages is displayed in the grid.

 

	How to modify the workflow stage details?

 

1. Double click on the cell of Stage Name column to provide the workflow name. Similarly provide the workflow description in the Description column.

2. Allocate the ratio of tasks to be performed in the specified workflow stage in comparison to the complete workflow. Assign the allocation in the Allocation column.

3. Select the workflow category from the dropdown list box of the Category column.

4. Click on the Save button to save changes in the database.

 

	How to rearrange the workflow stages in pSuite?

 

1. From the Workflow Stages page, click on the row containing the specified workflow stage and click on the Move Up and Move Down buttons to move the selected workflow stage one level up or down.

 

	How to remove a workflow stage in pSuite?

 

1. From the Workflow Stages page, click on the row containing the specified workflow stage and click on the  button to remove the selected record from the pSuite database.

 

The pSuite allows its administrators to modify the configuration of the software.

 

	What are the configuration options available in pSuite?

 

The list of configuration options available in pSuite is:

 

Configuration option	Definition
SMTP Server	Name of the SMTP server.
Admin User	The active directory name of the pSuite administrator.
Marketing Dept Initials	The acronym/ abbreviation for marketing department.
Software Development Dept Initials	The acronym/ abbreviation for software development department.
Project Manager Role Initials	The acronym/ abbreviation for the project manager roles.
HRD Email Address	Email id of the HR executive.
Active Directory Server	Name of the active directory server.
Software Development Designations – PIN Generation codes	The codes which should be used for generation of PIN during project creation.
Accounts Manager Role Initials	The acronym/ abbreviation for the accounts manager roles.
Send Mail	Specifies whether the automated mail alert feature will be allowed or not. Setting the value to “YES” allows pSuite to send mails and setting the value to “NO” disables the feature.

 

	How to modify the configuration settings?

 

1. Click on the System menu on the Top menu bar to view the menu items available in the menu. Now click on the Configuration menu item. A Configuration page opens in the User’s dashboard area. The list of available configuration options is displayed in the grid.

2. Double click on the cells of the Configuration Value and the Description columns of the row containing the specified configuration option and modify the configuration settings.

3. Click on the Save button to save changes in the database.

 

	How to cancel the process of modifying the configuration settings?

 

1. If you do not want to modify the configuration settings then click on the Reset button to reset the page to its last saved state.