path: root/doc/kplato/options.docbook

<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>