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diff --git a/doc/kplato/Makefile.am b/doc/kplato/Makefile.am new file mode 100644 index 00000000..085981d9 --- /dev/null +++ b/doc/kplato/Makefile.am @@ -0,0 +1,4 @@ + +KDE_LANG = en +KDE_DOCS = AUTO + diff --git a/doc/kplato/commands.docbook b/doc/kplato/commands.docbook new file mode 100644 index 00000000..94847b1b --- /dev/null +++ b/doc/kplato/commands.docbook @@ -0,0 +1,566 @@ +<chapter id="commands"> +<chapterinfo> +<authorgroup> +<author> +<firstname>Anne-Marie</firstname> +<surname>Mahfouf</surname> +<affiliation> +<address><email>[email protected]</email></address> +</affiliation> +</author> +<!-- TRANS:ROLES_OF_TRANSLATORS --> +</authorgroup> +</chapterinfo> +<title>Command Reference</title> + +<sect1 id="filemenu"> +<title>The <guimenu>File</guimenu> Menu</title> +<para> +<variablelist> +<varlistentry> +<term><menuchoice> +<shortcut> +<keycombo action="simul">&Ctrl;<keycap>N</keycap></keycombo> +</shortcut> +<guimenu>File</guimenu> +<guimenuitem>New</guimenuitem> +</menuchoice></term> +<listitem><para><action>Create a new document.</action></para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<shortcut> +<keycombo action="simul">&Ctrl;<keycap>O</keycap></keycombo> +</shortcut> +<guimenu>File</guimenu> +<guimenuitem>Open...</guimenuitem> +</menuchoice></term> +<listitem><para><action>Open an existing document.</action></para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>File</guimenu> +<guimenuitem>Open Recent</guimenuitem> +</menuchoice></term> +<listitem><para><action>Open an existing document</action> by selecting it +from a combo box of recently used files.</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<shortcut> +<keycombo action="simul">&Ctrl;<keycap>S</keycap></keycombo> +</shortcut> +<guimenu>File</guimenu> +<guimenuitem>Save</guimenuitem> +</menuchoice></term> +<listitem><para><action>Save the document.</action></para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>File</guimenu> +<guimenuitem>Save As...</guimenuitem> +</menuchoice></term> +<listitem><para><action>Save the document with a new name or format.</action> +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>File</guimenu> +<guimenuitem>Reload</guimenuitem> +</menuchoice></term> +<listitem><para><action>Reloads the document.</action> +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>File</guimenu> +<guimenuitem>Import...</guimenuitem> +</menuchoice></term> +<listitem><para><action>Import other documents.</action> +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>File</guimenu> +<guimenuitem>Export...</guimenuitem> +</menuchoice></term> +<listitem><para><action>Save a document to any supported format.</action> +The document does not become the exported file. +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>File</guimenu> +<guimenuitem>Mail...</guimenuitem> +</menuchoice></term> +<listitem><para><action>Send the file as an email attachment.</action></para> +</listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<shortcut> +<keycombo action="simul">&Ctrl;<keycap>P</keycap></keycombo> +</shortcut> +<guimenu>File</guimenu> +<guimenuitem>Print...</guimenuitem> +</menuchoice></term> +<listitem><para><action>Print the document.</action></para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>File</guimenu> +<guimenuitem>Print Preview...</guimenuitem> +</menuchoice></term> +<listitem><para><action>View the document as it will be printed.</action></para> +</listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>File</guimenu> +<guimenuitem>Document Information</guimenuitem> +</menuchoice></term> +<listitem><para><action>View or enter information about the document and +author.</action></para> +</listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<shortcut> +<keycombo action="simul">&Ctrl;<keycap>W</keycap></keycombo> +</shortcut> +<guimenu>File</guimenu> +<guimenuitem>Close</guimenuitem> +</menuchoice></term> +<listitem><para><action>Close the current document but leave &kplato; running. +</action></para></listitem> +</varlistentry> +<varlistentry> + +<term><menuchoice> +<shortcut> +<keycombo action="simul">&Ctrl;<keycap>Q</keycap></keycombo> +</shortcut> +<guimenu>File</guimenu> +<guimenuitem>Quit</guimenuitem> +</menuchoice></term> +<listitem><para><action>Quit</action> &kplato;.</para></listitem> +</varlistentry> +</variablelist> +</para> + +</sect1> + +<sect1 id="editmenu"> +<title>The <guimenu>Edit</guimenu> Menu</title> +<para> +<variablelist> + +<varlistentry> +<term><menuchoice> +<shortcut> +<keycombo action="simul">&Ctrl;<keycap>Z</keycap></keycombo> +</shortcut> +<guimenu>Edit</guimenu> +<guimenuitem>Undo</guimenuitem> +</menuchoice></term> +<listitem><para><action>Undo the last action.</action></para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<shortcut> +<keycombo action="simul">&Ctrl;&Shift;<keycap>Z</keycap></keycombo> +</shortcut> +<guimenu>Edit</guimenu> +<guimenuitem>Redo</guimenuitem> +</menuchoice></term> +<listitem><para><action>Redo the last undone action.</action> +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>Edit</guimenu> +<guimenuitem>Delete Task</guimenuitem> +</menuchoice></term> +<listitem><para><action>Delete</action> the currently highlighted task. +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>Edit</guimenu> +<guimenuitem>Indent Task</guimenuitem> +</menuchoice></term> +<listitem><para><action>Indent</action> the currently highlighted task. +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>Edit</guimenu> +<guimenuitem>Unindent Task</guimenuitem> +</menuchoice></term> +<listitem><para><action>Unindent</action> the currently highlighted task. +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>Edit</guimenu> +<guimenuitem>Move Up</guimenuitem> +</menuchoice></term> +<listitem><para><action>Move up</action> the currently highlighted task. +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>Edit</guimenu> +<guimenuitem>Move Down</guimenuitem> +</menuchoice></term> +<listitem><para><action>Move down</action> the currently highlighted task. +</para></listitem> +</varlistentry> + +</variablelist> +</para> +</sect1> + +<sect1 id="viewmenu"> +<title>The <guimenu>View</guimenu> Menu</title> +<para> +<variablelist> + +<varlistentry> +<term><menuchoice> +<guimenu>View</guimenu> +<guimenuitem>Expected</guimenuitem> +</menuchoice></term> +<listitem><para><action> - </action> +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>View</guimenu> +<guimenuitem>Optimistic</guimenuitem> +</menuchoice></term> +<listitem><para><action> - </action> +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>View</guimenu> +<guimenuitem>Pessimistic</guimenuitem> +</menuchoice></term> +<listitem><para><action> -</action> +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>View</guimenu> +<guimenuitem>Gantt</guimenuitem> +</menuchoice></term> +<listitem><para><action>View Gantt</action> +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>View</guimenu> +<guimenuitem>Resources</guimenuitem> +</menuchoice></term> +<listitem><para><action>Toggle</action> on and off the resources names in the +Gantt view. +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>View</guimenu> +<guimenuitem>Task Name</guimenuitem> +</menuchoice></term> +<listitem><para><action>Toggle</action> on and off the tasks names in the +Gantt view. +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>View</guimenu> +<guimenuitem>Task Links</guimenuitem> +</menuchoice></term> +<listitem><para><action>Toggle</action> on and off the task links in the +Gantt view. +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>View</guimenu> +<guimenuitem>Progress</guimenuitem> +</menuchoice></term> +<listitem><para><action>Toggle</action> on and off the progress in the +Gantt view. +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>View</guimenu> +<guimenuitem>Float</guimenuitem> +</menuchoice></term> +<listitem><para><action> - </action> +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>View</guimenu> +<guimenuitem>Critical Path</guimenuitem> +</menuchoice></term> +<listitem><para><action>Highlight</action> the critical path in red. +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>View</guimenu> +<guimenuitem>Critical Tasks</guimenuitem> +</menuchoice></term> +<listitem><para><action>Highlight</action> the critical tasks in red. +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>View</guimenu> +<guimenuitem>Resources</guimenuitem> +</menuchoice></term> +<listitem><para><action>View</action> the resources instead of the Gantt or +the accounts. +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>View</guimenu> +<guimenuitem>Accounts</guimenuitem> +</menuchoice></term> +<listitem><para><action>View</action> the accounts instead of the Gantt or +the resources. +</para></listitem> +</varlistentry> + +</variablelist> +</para> +</sect1> + + +<sect1 id="insertmenu"> +<title>The <guimenu>Insert</guimenu> Menu</title> +<para> +<variablelist> + +<varlistentry> +<term><menuchoice> +<guimenu>Insert</guimenu> +<guimenuitem>Task...</guimenuitem> +</menuchoice></term> +<listitem><para><action>Display</action> the task settings dialog which allows +to define a new task after the current highlighted task. +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>Insert</guimenu> +<guimenuitem>Sub-Task...</guimenuitem> +</menuchoice></term> +<listitem><para><action>Display</action> the task settings dialog which allows +to define and insert a new sub-task of the current highlighted task. +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>Insert</guimenu> +<guimenuitem>Milestone...</guimenuitem> +</menuchoice></term> +<listitem><para><action>Display</action> the task settings dialog which allows +to define and insert a new sub-task of the current highlighted task. +</para></listitem> +</varlistentry> + +</variablelist> +</para> +</sect1> + +<sect1 id="projectmenu"> +<title>The <guimenu>Project</guimenu> Menu</title> +<para><variablelist> + +<varlistentry> +<term><menuchoice> +<guimenu>Project</guimenu> +<guimenuitem>Edit Main Project...</guimenuitem> +</menuchoice></term> +<listitem><para><action>Display</action> the project settings dialog. +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>Project</guimenu> +<guimenuitem>Edit Standard Worktime...</guimenuitem> +</menuchoice></term> +<listitem><para><action>Display</action> the standard worktime dialog. +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>Project</guimenu> +<guimenuitem>Edit Calendar...</guimenuitem> +</menuchoice></term> +<listitem><para><action>Display</action> the calendar settings dialog. +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>Project</guimenu> +<guimenuitem>Edit Accounts...</guimenuitem> +</menuchoice></term> +<listitem><para><action>Display</action> the accounts settings dialog. +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>Project</guimenu> +<guimenuitem>Edit Resources...</guimenuitem> +</menuchoice></term> +<listitem><para><action>Display</action> the resources dialog where you can add +new resources groups and new resources names and properties. +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>Project</guimenu> +<guimenuitem>Calculate</guimenuitem> +</menuchoice></term> +<listitem><para><action>Calculate</action> Expected, Optimistic and Pessimistic. +</para></listitem> +</varlistentry> + +</variablelist></para> +</sect1> + +<sect1 id="toolsmenu"> +<title>The <guimenu>Tools</guimenu> Menu</title> +<para><variablelist> + +<varlistentry> +<term><menuchoice> +<guimenu>Tools</guimenu> +<guimenuitem>Generate WBS Code</guimenuitem> +</menuchoice></term> +<listitem><para><action> - </action> +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>Tools</guimenu> +<guimenuitem>Define WBS Pattern...</guimenuitem> +</menuchoice></term> +<listitem><para><action> - </action> +</para></listitem> +</varlistentry> + +</variablelist></para> +</sect1> + +<sect1 id="settingsmenu"> +<title>The <guimenu>Settings</guimenu> Menu</title> +<para><variablelist> + +<varlistentry> +<term><menuchoice> +<guimenu>Settings</guimenu> +<guimenuitem>Toolbars</guimenuitem> +</menuchoice></term> +<listitem><para><action>Show or hide the toolbars: <guilabel>File</guilabel>, <guilabel>Report</guilabel>, +<guilabel>View</guilabel> and <guilabel>Project</guilabel>.</action> +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>Settings</guimenu> +<guimenuitem>Configure Shortcuts...</guimenuitem> +</menuchoice></term> +<listitem><para><action>Configure the keyboard shortcuts used by &kplato;. +</action> +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>Settings</guimenu> +<guimenuitem>Configure Toolbars...</guimenuitem> +</menuchoice></term> +<listitem><para><action>Configure</action> the items you want to put in +the toolbars. +</para></listitem> +</varlistentry> + +<varlistentry> +<term><menuchoice> +<guimenu>Settings</guimenu> +<guimenuitem>Configure &kplato;...</guimenuitem> +</menuchoice></term> +<listitem><para><action>Display</action> the &kplato; settings dialog. +</para></listitem> +</varlistentry> + + +</variablelist></para> +</sect1> + +<sect1 id="helpmenu"> +<title>The <guimenu>Help</guimenu> Menu</title> + +&help.menu.documentation; + +</sect1> + +</chapter> + +<!-- +Local Variables: +mode: sgml +sgml-parent-document: ("index.docbook" "book" "chapter") +sgml-minimize-attributes:nil +sgml-general-insert-case:lower +sgml-indent-step:0 +sgml-indent-data:nil +End: +--> diff --git a/doc/kplato/configure-wbs.png b/doc/kplato/configure-wbs.png Binary files differnew file mode 100644 index 00000000..c50b9c0f --- /dev/null +++ b/doc/kplato/configure-wbs.png diff --git a/doc/kplato/configure1.png 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+<affiliation> +<address><email>[email protected]</email></address> +</affiliation> +</author> +<!-- TRANS:ROLES_OF_TRANSLATORS --> +</authorgroup> +</chapterinfo> +<title>Definitions</title> + +<sect1 id="gantt"> +<title>Gantt charts</title> +<para>A Gantt chart is a popular type of bar chart, that aims to show the timing +of tasks or activities as they occur over time. Although the Gantt chart did not +initially indicate the relationships between tasks this has become more +common in current usage as both timing and interdependencies between tasks can +be identified. +</para> +<para> +In project management, a Gantt chart can show when the project terminal elements +start and finish, summary elements (shown) or terminal element dependencies (not +shown). A terminal element is defined as the smallest task tracked as part of +the project effort. The tasks are displayed on a page as bars. The page is laid +out such that time increases as you move across the page. A task's start +time/date is indicated by the point on the page the bar starts, and it's +duration is indicated by the length of the bar. +</para> +<para> +Since the initial introduction of Gantt charts, they have become an industry +standard as a key project management tool for representing the phases, tasks and +activities that are scheduled as part of a project Work Breakdown Structure +(WBS) or timeline of tasks. +</para> +<para> +The initial format of the chart was developed by Henry L. Gantt (1861-1919) in +1910 (see <quote>Work, Wages and Profit</quote> by H. L. Gantt, published by The +Engineering Magazine, NY, 1910). +</para> +</sect1> + +<sect1 id="wbs"> +<title>Work Breakdown Structure (WBS)</title> +<para> +In project management, a work breakdown structure (WBS) is an exhaustive, +hierarchical (from general to specific) tree structure of deliverables and tasks +that need to be performed to complete a project. +</para> +<para> +The purpose of a WBS is to identify terminal elements (the actual items to be +done in a project). Therefore, WBS serves as the basis for much of project +planning. +</para> +<para>A useful rule of thumb is that any project can be broken down into +between 10 and 20 tasks. +</para> +<para> +Work breakdown structure is a very common project management tool. Many United +States government statements of work require work breakdown structures. +</para> +<para>See the <xref linkend="configure-wbs" /> section to learn how to +configure your WBS. +</para> +</sect1> + +<sect1 id="float"> +<title>Float</title> +<para> +Float in project management is the amount of time that a terminal element in a +project network can be delayed by, without causing a delay to: +<itemizedlist> +<listitem><para>subsequent terminal elements (free float)</para></listitem> +<listitem><para>project completion date (total float).</para></listitem> +</itemizedlist> +Float is sometimes also called slack. +</para> +</sect1> + +<sect1 id="task"> +<title>Task</title> +<para> +A task is a part of a project that needs to be accomplished within a defined +period of time. Tasks can be linked together to create Dependencies. +</para> +<para> +Tasks take place over a period of time and generally consume resources. +</para> +<para> +A task is termed critical when it has zero or negative float. +</para> +<para> +In &kplato;, each task has a task ID, a name and a responsible person. +The timing, the cost and the assigned resources can also be set +in the <guilabel>Task Settings</guilabel>dialog. +</para> +<para>A subtask is any node in the WBS tree that has a task as its +parent.</para> + +</sect1> + +<sect1 id="resource"> +<title>Resource</title> +<para> +A resource is an item required to complete a task. Resources can be +people, equipment, facilities, funding or anything else needed to perform the +work of a project. Resources can have a limited time availability (&ie; an +employee that works 8 hours a day, 5 days a week). +</para> +<para>The availability is +defined by <link linkend="calendar">calendars</link>. +</para> +<para> +In &kplato; resources are either persons (work) or machines/devices (material). +</para> +</sect1> + +<sect1 id="calendar"> +<title>Calendars</title> +<para> +A calendar defines at what time a <link linkend="resource">resource</link> +is available. +</para> +<para> +Calendars can be either a regular working week or special working times +that can be individually defined for each day. This allows for very subtle +control over the availability of resources. +</para> +<para> +Every <link linkend="resource">resource</link> is usually connected to a +calendar. +</para> +<para> +In &kplato; you can even use hierarchical calendars. +</para> +</sect1> + +<sect1 id="milestone"> +<title>Milestone</title> +<para> +A milestone is a scheduled event signifying the completion of a major +deliverable or a set of related deliverables (usually marking the end of a +period). A milestone is an activity with zero duration and no effort &ie; there +is no work associated with a milestone. It is a flag in the workplan to signify +some other work has completed. +</para> +<para> +Usually a milestone is used as a project checkpoint to validate how the project +is progressing and revalidate work. Milestones are also used as high-level +snapshots for management to validate the progress of the project. In many cases +there is a decision to be made at a milestone. +</para> +</sect1> + +<sect1 id="critical-path"> +<title>Critical path</title> +<para>A path is a series of connected tasks. In project management, a +critical path is the sequence of project network terminal elements with the +longest overall duration, determining the shortest time to complete the project. +</para> +<para> +The duration of the critical path determines the duration of the entire project. +Any delay of a terminal element on the critical path directly impacts the +planned project completion date (i.e. there is no float on the critical path). +For example, if a task on the critical path is delayed by one day, then the +entire project will be delayed by one day (unless another task on the +critical path can be accelerated by one day). +</para> +<para> +A project can have several, parallel critical paths. An additional parallel path +through the network with the total duration just shorter than the critical path +is called a sub-critical path. +</para> +<para> +Originally, the critical path method considered only logical dependencies among +terminal elements. A related concept is the critical chain, which adds resource +dependencies. +</para> +<para> +The critical path method was invented by the DuPont corporation. +</para> +</sect1> + +<sect1 id="scheduling"> +<title>Scheduling</title> +<para> +Scheduling is the process of creating a project schedule based on the project +data like <link linkend="task">tasks</link>, +<link linkend="resource">resources</link> and +<link linkend="calendar">calendars</link>. The result can be viewed in a chart, +like a <link linkend="gantt">gantt chart</link>. &kplato; can also generate +reports for a project. +</para> +<para> +There are usually various scheduling modes, like optimistic, expected and +pessimistic scheduling. When creating a task the additional estimation +percentage +for optimistic and pessimistic scheduling can be set. These settings are then +used for the various scheduling modes. +</para> +<para> +When scheduling a project with &kplato;, you can choose between optimistic, +expected and pessimistic scheduling. +</para> +</sect1> + +</chapter> + +<!-- +Local Variables: +mode: sgml +sgml-parent-document: ("index.docbook" "book" "chapter") +sgml-minimize-attributes:nil +sgml-general-insert-case:lower +sgml-indent-step:0 +sgml-indent-data:nil +End: +--> diff --git a/doc/kplato/edit-accounts.png b/doc/kplato/edit-accounts.png Binary files differnew file mode 100644 index 00000000..7de6f367 --- /dev/null +++ b/doc/kplato/edit-accounts.png diff --git a/doc/kplato/edit-accounts1.png b/doc/kplato/edit-accounts1.png Binary files differnew file mode 100644 index 00000000..804474d1 --- /dev/null +++ b/doc/kplato/edit-accounts1.png diff --git a/doc/kplato/edit-calendar.png b/doc/kplato/edit-calendar.png Binary files differnew file mode 100644 index 00000000..41f37158 --- /dev/null +++ b/doc/kplato/edit-calendar.png diff --git a/doc/kplato/edit-calendar1.png b/doc/kplato/edit-calendar1.png Binary files differnew file mode 100644 index 00000000..abe7acaa --- /dev/null +++ b/doc/kplato/edit-calendar1.png diff --git a/doc/kplato/edit-calendar2.png b/doc/kplato/edit-calendar2.png Binary files differnew file mode 100644 index 00000000..9c0ed3ab --- /dev/null +++ b/doc/kplato/edit-calendar2.png diff --git a/doc/kplato/edit-resources.png b/doc/kplato/edit-resources.png Binary files differnew file mode 100644 index 00000000..e8662dc4 --- /dev/null +++ b/doc/kplato/edit-resources.png diff --git a/doc/kplato/edit-resources1.png b/doc/kplato/edit-resources1.png Binary files differnew file mode 100644 index 00000000..c7428ba5 --- /dev/null +++ b/doc/kplato/edit-resources1.png diff --git a/doc/kplato/edit-worktime.png b/doc/kplato/edit-worktime.png Binary files differnew file mode 100644 index 00000000..b898cf38 --- /dev/null +++ b/doc/kplato/edit-worktime.png diff --git a/doc/kplato/index.docbook b/doc/kplato/index.docbook new file mode 100644 index 00000000..e9204839 --- /dev/null +++ b/doc/kplato/index.docbook @@ -0,0 +1,131 @@ +<?xml version="1.0" ?> +<!DOCTYPE book PUBLIC "-//KDE//DTD DocBook XML V4.2-Based Variant V1.1//EN" "dtd/kdex.dtd" [ + <!ENTITY kplato "KPlato"> + <!ENTITY kappname "&kplato;"> + <!ENTITY package "koffice"> + <!ENTITY % addindex "IGNORE"> + <!ENTITY % English "INCLUDE"> + <!ENTITY definitions SYSTEM "definitions.docbook"> + <!ENTITY mainwindow SYSTEM "mainwindow.docbook"> + <!ENTITY wbs SYSTEM "wbs.docbook"> + <!ENTITY options SYSTEM "options.docbook"> + <!ENTITY commands SYSTEM "commands.docbook"> +]> + +<book lang="&language;"> + +<bookinfo> +<title>The &kplato; Handbook</title> + +<authorgroup> +<author> +<firstname>Raphael</firstname> +<!-- <othername></othername> --> +<surname>Langerhorst</surname> +<affiliation> +<address><email>[email protected]</email></address> +</affiliation> +</author> +<author> +<firstname>Anne-Marie</firstname> +<surname>Mahfouf</surname> +<affiliation> +<address><email>[email protected]</email></address> +</affiliation> +</author> +<!-- TRANS:ROLES_OF_TRANSLATORS --> +</authorgroup> + +<legalnotice>&FDLNotice;</legalnotice> + +<!-- Date and version information of the documentation +Don't forget to include this last date and this last revision number, we +need them for translation coordination ! +Please respect the format of the date (DD/MM/YYYY) and of the version +(Major.minor.lesser), it could be used by automation scripts --> + +<date>2006-02-11</date> +<releaseinfo>0.5.0</releaseinfo> + +<!-- Abstract about this handbook --> + +<abstract> +<para> +&kplato; is a project planning and management application for &kde;. +</para> +</abstract> + + +<keywordset> +<keyword>KDE</keyword> +<keyword>KPlato</keyword> +<keyword>Project</keyword> +<keyword>Management</keyword> +<keyword>gantt</keyword> +</keywordset> + +</bookinfo> + +<chapter id="introduction"> <title>Introduction</title> +<para><emphasis> +&kplato; as included in &koffice; 1.5 is a technology preview +release and it is not advised to use &kplato; in critical +production scenarios. Do so at your own risk. In this first public release we +focus on planning and scheduling of projects. +</emphasis></para> +<para> +&kplato; is a project management application and a planning tool. +As an integrated component of &koffice;, &kplato; can +be used within larger documents of other &koffice; components. +</para> +</chapter> +<chapter id="features"> <title>Features</title> +<itemizedlist> +<title>Features include:</title> +<listitem><para>Resource management,</para></listitem> +<listitem><para>Hierarchical calendars,</para></listitem> +<listitem><para>Tasks with dependencies and subtasks.</para></listitem> +<listitem> +<itemizedlist> +<title>Chart for visualization:</title> +<listitem><para>Gantt</para></listitem> +</itemizedlist> +</listitem> +<listitem> +<itemizedlist><title>Project scheduling</title> +<listitem><para>Pessimistic,</para></listitem> +<listitem><para>Expected,</para></listitem> +<listitem><para>Optimistic.</para></listitem> +</itemizedlist> +</listitem> +<listitem><para>Work breakdown structure (WBS).</para></listitem> +<listitem><para>Critical path and resources.</para></listitem> +<listitem><para>Embedding into other KOffice applications.</para></listitem> +</itemizedlist> +</chapter> + +&definitions; +&mainwindow; +&wbs; +&options; +&commands; + +<chapter id="license"><title>License</title> + +&underFDL; + +</chapter> + +&documentation.index; +</book> + + +<!-- +Local Variables: +mode: sgml +sgml-minimize-attributes:nil +sgml-general-insert-case:lower +sgml-indent-step:0 +sgml-indent-data:nil +End: +--> diff --git a/doc/kplato/mainwindow.docbook b/doc/kplato/mainwindow.docbook new file mode 100644 index 00000000..7b48ec20 --- /dev/null +++ b/doc/kplato/mainwindow.docbook @@ -0,0 +1,53 @@ +<chapter id="main-window"> +<chapterinfo> +<authorgroup> +<author> +<firstname>Anne-Marie</firstname> +<surname>Mahfouf</surname> +<affiliation> +<address><email>[email protected]</email></address> +</affiliation> +</author> +<!-- TRANS:ROLES_OF_TRANSLATORS --> +</authorgroup> +</chapterinfo> +<title>&kplato; Main window</title> + +<para>Here is the default &kplato; main window when you load an existing +project.</para> + + +<screenshot> +<screeninfo>Here's a screenshot of &kplato;</screeninfo> + <mediaobject> + <imageobject> + <imagedata fileref="mainwindow1.png" format="PNG"/> + </imageobject> + <textobject> + <phrase>&kplato; main window</phrase> + </textobject> + </mediaobject> +</screenshot> + +<para>At the top there is the menubar (1). All &kplato; functions are +available from the menus, which are described in detail in <xref +linkend="commands" />.</para> + +<para>Below the menubar are located the toolbars (2) and (3). You can show or +hide them using the +<menuchoice><guimenu>Settings</guimenu> +<guimenuitem>Toolbars</guimenuitem></menuchoice> menu. You can also configure +the toolbars (add or remove actions) using the +<menuchoice><guimenu>Settings</guimenu> +<guimenuitem>Configure Toolbars...</guimenuitem></menuchoice> dialog. +</para > +<para>(3) is the view toolbar. It allows you to quickly switch between +different views: Gantt, Resources or Accounts.</para> +<para>(4) is the main view. In the Gantt view currently shown on +the screenshot, you have 2 panes, one with the tasks names and one with +the Gantt chart.</para> +<para>(5) is the resource pane which you can see in the Gantt and Resources +views but not in the Account view. It is not shown per default and you +can drag the separation bar to display it.</para> + +</chapter> diff --git a/doc/kplato/mainwindow1.png b/doc/kplato/mainwindow1.png Binary files differnew file mode 100644 index 00000000..99a98a6c --- /dev/null +++ b/doc/kplato/mainwindow1.png diff --git a/doc/kplato/options.docbook b/doc/kplato/options.docbook new file mode 100644 index 00000000..86354a2d --- /dev/null +++ b/doc/kplato/options.docbook @@ -0,0 +1,366 @@ +<chapter id="options"> +<chapterinfo> +<authorgroup> +<author> +<firstname>Anne-Marie</firstname> +<surname>Mahfouf</surname> +<affiliation> +<address><email>[email protected]</email></address> +</affiliation> +</author> +<!-- TRANS:ROLES_OF_TRANSLATORS --> +</authorgroup> +</chapterinfo> +<title>Configuring &kplato;</title> + +<sect1 id="project-settings"> +<title>The <guilabel>Project Settings</guilabel> Dialog</title> + +<para>This dialog allows you to set some properties for your current project. +You can access this dialog using the +<menuchoice><guimenu>Project</guimenu> +<guimenuitem>Edit Main Project...</guimenuitem></menuchoice> menu.</para> + +<screenshot> +<screeninfo>The Project Settings dialog</screeninfo> +<mediaobject> +<imageobject> +<imagedata fileref="project-settings.png" format="PNG"/> +</imageobject> +<textobject><phrase>The Project Settings dialog</phrase></textobject> +</mediaobject> +</screenshot> + +<variablelist> +<varlistentry> +<term><guilabel>ID:</guilabel></term> +<listitem><para>Enter a number. It sets the project +identification and must be unique.</para> +</listitem> +</varlistentry> + +<varlistentry> +<term><guilabel>Name:</guilabel></term> +<listitem><para>Enter the name of your project.</para></listitem> +</varlistentry> + +<varlistentry> +<term><guilabel>Leader:</guilabel></term> +<listitem><para>Enter the name of the project leader. Clicking +the <guibutton>Choose...</guibutton> button will bring your +contact list from KAddressBook and you can choose a name here.</para></listitem> +</varlistentry> + +<varlistentry> +<term><guilabel>Scheduling</guilabel></term> +<listitem><para>Here you define when the project will start or +end. Choose either a start date or an end date.</para> +<variablelist> +<varlistentry> +<term><guilabel>Start Date:</guilabel></term> +<listitem><para>If a start date is set, the project is scheduled forward +from this time. When the project has been calculated, end time shows when the +project is planned to end.</para> +</listitem> +</varlistentry> +<varlistentry> +<term><guilabel>End Date:</guilabel></term> +<listitem><para>If a end date is set, the project is scheduled backwards +from this time. When the project has been calculated, start time shows when the +project must start in order to finish in time.</para></listitem> +</varlistentry> +</variablelist> +</listitem> +</varlistentry> + +<varlistentry> +<term><guilabel>Project notes and summary:</guilabel></term> +<listitem><para>You can write here various notes associated +with the project or/and a project summary.</para></listitem> +</varlistentry> +</variablelist> + +<para>Clicking the <guibutton>OK</guibutton> button will apply your changes and +close the dialog and clicking the <guibutton>Cancel</guibutton> button will +cancel any change you just made.</para> + +</sect1> + +<sect1 id="standard-worktime"> +<title>The <guilabel>Standard Worktime</guilabel> Dialog</title> +<para>This dialog allows you to set the worktime in terms of hours. +You can access this dialog using the +<menuchoice><guimenu>Project</guimenu> +<guimenuitem>Edit Standard Worktime...</guimenuitem></menuchoice> menu.</para> + +<screenshot> +<screeninfo>The Standard Worktime dialog</screeninfo> +<mediaobject> +<imageobject> +<imagedata fileref="edit-worktime.png" format="PNG"/> +</imageobject> +<textobject><phrase>The Standard Worktime dialog</phrase></textobject> +</mediaobject> +</screenshot> + +<para>These values are used when you estimate the effort needed to +complete a task. Defaults are the numbers of hours worked in a normal +day/week/month and year.</para> + +<variablelist> +<varlistentry> +<term><guilabel>Hours per year:</guilabel></term> +<listitem><para>Set the hours worked per year.</para></listitem> +</varlistentry> +<varlistentry> +<term><guilabel>Hours per month:</guilabel></term> +<listitem><para>Set the hours worked per month.</para></listitem> +</varlistentry> +<varlistentry> +<term><guilabel>Hours per week:</guilabel></term> +<listitem><para>Set the hours worked per week.</para></listitem> +</varlistentry> +<varlistentry> +<term><guilabel>Hours per day:</guilabel></term> +<listitem><para>Set the hours worked per day.</para></listitem> +</varlistentry> +</variablelist> + +<para>Clicking the <guibutton>OK</guibutton> button will apply your changes and +close the dialog and clicking the <guibutton>Cancel</guibutton> button will +cancel any change you just made.</para> + +</sect1> + +<sect1 id="edit-calendar"> +<title>The <guilabel>Calendar's Settings</guilabel> Dialog</title> +<para>This dialog allows you to set a calendar for your current project. +You can access this dialog using the +<menuchoice><guimenu>Project</guimenu> +<guimenuitem>Edit Calendar...</guimenuitem></menuchoice> menu.</para> + +<screenshot> +<screeninfo>The Calendar's Settings dialog</screeninfo> +<mediaobject> +<imageobject> +<imagedata fileref="edit-calendar.png" format="PNG"/> +</imageobject> +<textobject><phrase>The Calendar's Settings dialog</phrase></textobject> +</mediaobject> +</screenshot> +<para>You can have several calendars for your current project. First add a name +for your first calendar using the <guibutton>Add</guibutton> button. The +calendar view becomes active with the current day marked in a square +when you click on the calendar name.</para> + +<screenshot> +<screeninfo>Working with a calendar</screeninfo> +<mediaobject> +<imageobject> +<imagedata fileref="edit-calendar1.png" format="PNG"/> +</imageobject> +<textobject><phrase>Working with a calendar</phrase></textobject> +</mediaobject> +</screenshot> + +<para>You can set <guilabel>Working</guilabel> or <guilabel>Non-working</guilabel> days. Click on the days you want +as Working days for example for your project and choose <guilabel>Working</guilabel> instead +of <guilabel>Undefined</guilabel>. Set then the work interval by choosing the start and end +times and click the <guibutton>Add interval</guibutton> button to add the +working time. Click the <guibutton>Apply</guibutton> button to validate your +choice.</para> + +<screenshot> +<screeninfo>Working and non-working days</screeninfo> +<mediaobject> +<imageobject> +<imagedata fileref="edit-calendar2.png" format="PNG"/> +</imageobject> +<textobject><phrase>Working and non-working days</phrase></textobject> +</mediaobject> +</screenshot> + +<para>Here you can see the working days in blue and the non-working day +in red.</para> + +<para>Clicking the <guibutton>OK</guibutton> button will apply your changes and +close the dialog and clicking the <guibutton>Cancel</guibutton> button will +cancel any change you just made.</para> + +</sect1> + +<sect1 id="edit-accounts"> +<title>The <guilabel>Edit Accounts</guilabel> Dialog</title> +<para>Accounts are used to evaluate the project cost. This dialog allows you to +set up the various accounts used in your current project. +You can access this dialog using the +<menuchoice><guimenu>Project</guimenu> +<guimenuitem>Edit Accounts...</guimenuitem></menuchoice> menu.</para> + +<screenshot> +<screeninfo>The Edit Accounts dialog</screeninfo> +<mediaobject> +<imageobject> +<imagedata fileref="edit-accounts.png" format="PNG"/> +</imageobject> +<textobject><phrase>The Edit Accounts dialog</phrase></textobject> +</mediaobject> +</screenshot> + +<para>To create an account, click the <guibutton>New</guibutton> button. +You can then enter the account name which you validate by using the Enter +key. You can add a short description of this account by double-clicking +in the description field.</para> +<para>You can create sub-accounts of your main account or a new account. Remove +any highlighted account using the <guibutton>Remove</guibutton> button.</para> +<para>You can also set a default account by choosing the account name in +the drop-down list.</para> + +<screenshot> +<screeninfo>Creating accounts</screeninfo> +<mediaobject> +<imageobject> +<imagedata fileref="edit-accounts1.png" format="PNG"/> +</imageobject> +<textobject><phrase>Creating accounts</phrase></textobject> +</mediaobject> +</screenshot> + +<para>Clicking the <guibutton>OK</guibutton> button will apply your changes and +close the dialog and clicking the <guibutton>Cancel</guibutton> button will +cancel any change you just made.</para> + +</sect1> + +<sect1 id="edit-resources"> +<title>The <guilabel>Resources</guilabel> Dialog</title> +<para>This dialog allows you to set the resources for your current project. +You can access this dialog using the +<menuchoice><guimenu>Project</guimenu> +<guimenuitem>Edit Resources...</guimenuitem></menuchoice> menu.</para> + +<screenshot> +<screeninfo>The Resources dialog</screeninfo> +<mediaobject> +<imageobject> +<imagedata fileref="edit-resources.png" format="PNG"/> +</imageobject> +<textobject><phrase>The Resources dialog</phrase></textobject> +</mediaobject> +</screenshot> + +<para>You need first to define a resource group by clicking the +<guibutton>New</guibutton> button in the resource group area. Click on +this group name and add a new resource by clicking the +<guibutton>New</guibutton> button in the resource area. This will display +the <guilabel>Resource Settings</guilabel> dialog.</para> + +<screenshot> +<screeninfo>The Resources Settings dialog</screeninfo> +<mediaobject> +<imageobject> +<imagedata fileref="edit-resources1.png" format="PNG"/> +</imageobject> +<textobject><phrase>The Resources Settings dialog</phrase></textobject> +</mediaobject> +</screenshot> + +<para>Clicking the <guibutton>OK</guibutton> button will apply your changes and +close the dialog and clicking the <guibutton>Cancel</guibutton> button will +cancel any change you just made.</para> + +</sect1> + +<sect1 id="configure-dialog"> +<title>The <guilabel>Configure &kplato;...</guilabel> Dialog</title> + +<para>This dialog allows you to set default options globally in &kplato;. You +can access this dialog using the +<menuchoice><guimenu>Settings</guimenu> +<guimenuitem>Configure &kplato;...</guimenuitem></menuchoice> menu.</para> + +<para>On any widget in this dialog you can get a <guilabel>What's This +</guilabel>help with <keycombo +action="simul">&Shift;<keycap>F1</keycap></keycombo> or using the +<guiicon>Help</guiicon> icon. +</para> + +<sect2 id="configure-task-defaults"> +<title><guilabel>Task Defaults</guilabel></title> + +<para>This set the options that will be used per default each time you add a +new task. +</para> + +<screenshot> +<screeninfo>Task Defaults</screeninfo> +<mediaobject> +<imageobject> +<imagedata fileref="configure2.png" format="PNG"/> +</imageobject> +<textobject><phrase>Task Defaults</phrase></textobject> +</mediaobject> +</screenshot> + +<variablelist> +<varlistentry> +<term><guilabel>Responsible:</guilabel></term> +<listitem><para>Insert the name of the person responsible for this task. +This is not limited to persons available in a resource group but can be +anyone.</para> +<para>Clicking the <guibutton>Choose...</guibutton> button will allow you to +insert a person from your address book.</para> +<screenshot> +<screeninfo>Addresses</screeninfo> +<mediaobject> +<imageobject> +<imagedata fileref="configure2.1.png" format="PNG"/> +</imageobject> +<textobject><phrase>Addresses</phrase></textobject> +</mediaobject> +</screenshot> +</listitem> +</varlistentry> + +<varlistentry> +<term><guilabel>Timing</guilabel></term> +<listitem> + +<variablelist> +<varlistentry> +<term><guilabel>Schedule:</guilabel></term> +<listitem><para>Choose the scheduling constraint you would +like as default. Depending on this constraint, the date fields +become available if they need to be filled. These +settings affect the actual scheduling of the task.</para></listitem> +</varlistentry> +<varlistentry> +<term><guilabel>Estimate:</guilabel></term> +<listitem><para>Estimates the predictions of the quantitative +results. The estimation can be either effort based or duration based. If it is +effort based, the final duration will depend on the resources assigned to the +task. For duration based estimation, the assigned resources don't affect the +fixed duration of the task, but only the costs.</para></listitem> +</varlistentry> +</variablelist> + +</listitem> +</varlistentry> + +<varlistentry> +<term><guilabel>Note:</guilabel></term> +<listitem><para>Write here a note that you would like to be +displayed as default on each new task.</para></listitem> +</varlistentry> +</variablelist> + +<para>Clicking the <guibutton>Defaults</guibutton> button will reset the +dialog to its defaults, while clicking <guibutton>Apply</guibutton> will apply +your changes but leave the dialog open. Clicking the <guibutton>OK</guibutton> +button will apply your changes and close the dialog and +<guibutton>Cancel</guibutton> will cancel any change you just made.</para> + +</sect2> +</sect1> + +</chapter>
\ No newline at end of file diff --git a/doc/kplato/project-settings.png b/doc/kplato/project-settings.png Binary files differnew file mode 100644 index 00000000..1beb2a96 --- /dev/null +++ b/doc/kplato/project-settings.png diff --git a/doc/kplato/wbs.docbook b/doc/kplato/wbs.docbook new file mode 100644 index 00000000..0581c772 --- /dev/null +++ b/doc/kplato/wbs.docbook @@ -0,0 +1,139 @@ +<chapter id="configure-wbs"> +<chapterinfo> +<authorgroup> +<author> +<firstname>Anne-Marie</firstname> +<surname>Mahfouf</surname> +<affiliation> +<address><email>[email protected]</email></address> +</affiliation> +</author> +<!-- TRANS:ROLES_OF_TRANSLATORS --> +</authorgroup> +</chapterinfo> +<title>Configuring the Work Breakdown Structure (WBS)</title> + +<para>The <link linkend="wbs">Work Breakdown Structure</link> introduces +numbering for all tasks in the +project, according to the task structure. The tasks are numbered in a fashion +that reflects the structure of the project. +The WBS is defined as a tree structure. +</para> + +<screenshot> +<screeninfo>The WBS</screeninfo> + <mediaobject> + <imageobject> + <imagedata fileref="wbs.png" format="PNG"/> + </imageobject> + <textobject> + <phrase>The WBS</phrase> + </textobject> + </mediaobject> +</screenshot> + +<para>You can configure the way you want the WBS to look in your project. To do +so, you can use the <menuchoice> +<guimenu>Tools</guimenu><guimenuitem>Define WBS Pattern... +</guimenuitem></menuchoice> menu. This displays the <guilabel>WBS Definition</guilabel> Dialog. +</para> + +<sect1 id="define-wbs"> +<title>The WBS Definition Dialog</title> + +<screenshot> +<screeninfo>WBS Definition Dialog</screeninfo> + <mediaobject> + <imageobject> + <imagedata fileref="configure-wbs.png" format="PNG"/> + </imageobject> + <textobject> + <phrase>WBS Definition Dialog</phrase> + </textobject> + </mediaobject> +</screenshot> + +<variablelist> +<varlistentry> +<term><guilabel>Code</guilabel></term> +<listitem><para>Default is <guilabel>Number</guilabel> but you can set the WBS +code to be Roman Numbers or Letters, either upper case or +lower case.</para></listitem> +</varlistentry> +<varlistentry> +<term><guilabel>Separator</guilabel></term> +<listitem><para>The default separator is a dot and can be set +to anything else you want. The separator defines the way the +tree will look. On the screenshot above, the separator is the +dot.</para></listitem> +</varlistentry> +</variablelist> + +<para>Instead of having the same code for all levels (for example 3.2.1) +you can define a different code for each level. For this you can check +<guilabel>Use Levels</guilabel> and then you define each level code and +separator.</para> + +<para>For example if you want your tree to be 1:II-B you will set +level 0 to Number and separator :, level 1 will be Roman upper case and +separator - and level 2 will be Letter upper case.</para> + +<para>This is illustrated on the next screenshot.</para> + +<screenshot> +<screeninfo>WBS levels definition</screeninfo> + <mediaobject> + <imageobject> + <imagedata fileref="wbs1.png" format="PNG"/> + </imageobject> + <textobject> + <phrase>WBS levels definition</phrase> + </textobject> + </mediaobject> +</screenshot> + +<para>To set a new level, choose the level number in the box near the +<guibutton>Add Level</guibutton> button then click the <guibutton>Add +Level</guibutton> button. Then choose the Code for the level and the +separator.</para> + +<screenshot> +<screeninfo>Add a level</screeninfo> + <mediaobject> + <imageobject> + <imagedata fileref="wbs3.png" format="PNG"/> + </imageobject> + <textobject> + <phrase>Add a level</phrase> + </textobject> + </mediaobject> +</screenshot> + +<para>To remove a level, choose the level number in the first column of the +list and click on it. The level row is then highlighted and the level number +changes to bold. Then click the <guibutton>Remove</guibutton> button. This is +demonstrated on the screenshot with Level 2.</para> + +<screenshot> +<screeninfo>Remove a level</screeninfo> + <mediaobject> + <imageobject> + <imagedata fileref="wbs2.png" format="PNG"/> + </imageobject> + <textobject> + <phrase>Remove a level</phrase> + </textobject> + </mediaobject> +</screenshot> +</sect1> + +<sect1 id="generate-wbs-code"> +<title><guilabel>Generate WBS Code</guilabel></title> +<para>The WBS code is auto-generated; simply choose <guimenuitem>Generate WBS +Code</guimenuitem> from the <guimenu>Tools</guimenu> menu to generate the +WBS code for the project.</para> +<para>After you changed the WBS definition you will want to generate the +new WBS.</para> +</sect1> + +</chapter>
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