Getting Started with Version 3 for Administrators, Planners and Project Managers
This blog post details the rules that were used for the migration to the new version 3 of GroupCamp as well as the actions to be carried out by administrators, planners and project managers.
The basic principle of migration is the security of access to your account data by its users and therefore not to grant a privilege that a user did not have. This principle means that users may have lost privileges.
Example: A user was granted to create tasks in all but one project. The new privileges are per user: this user is migrated without the right to create tasks.
For migration, we customized the privileges per user. To learn more, check out this FAQ: How to grant privileges. How to use Profiles of privileges.
Solution 1: Edit the user's settings and grant him the privilege. In our example: Applications > Tasks > Create - Update.
Solution 2: Use Custom Profiles of privileges
This solution requires a little time and thought in organizing the privileges you want to grant to your users.
Take a simple case: in addition to your project managers, you have two "different profiles" among your colleagues: those who can create and edit lists and tasks, milestones, folders, etc. - AND - those who can only use %complete or Complete tasks.
To process this case, you can create 2 Custom Profiles of privileges and assign them to users.
To learn more, check out this FAQ: How to grant privileges. How to use Profiles of privileges.
Local privileges to a project: Migrating Group managers and assigning the Project Manager System Profile of privileges.
Colleagues that were selected in the Project Manager field of a group (Primary or Assistant) have the assigned Project Manager System Profile of privileges.
Administrators or colleagues or collaborators from a team who had Group manager privileges on a group are added to the Members with delegation field of the migrated project.
Warning: Group managers now called Project leaders in version 3 automatically have extended privileges in the project: Change project settings, Archive or Delete the project, Manage members and subscribers, Manage time spent, Manage budget, etc.
Colleagues, Project manager, Planner, Administrator, etc., to System Profiles of privileges
Activations and user rights are now handled by privileges. System Profiles of privileges have been assigned to your users. To learn more about privileges, see this FAQ: How to grant privileges. How to use Profiles of privileges.
- Colleagues must have the Colleague Profile of privileges.
- Guests must have the Guest Profile of privileges.
- Colleagues who were selected as Project manager (Primary or Assistant) in at least one group have the Project Manager Profile of privileges.
- Colleagues who were Planners have the Planner Profile of privileges. The Planner profile has the most extensive privileges on Tasks, Scheduling, and Timesheets.
- Colleagues who were Administrators have the Planner and Administrator profiles of privileges.
Scheduling: Scheduled users = Resources, Members & Default role
Set a user as a scheduled resource:
- In the Privileges tab of the User window.
- With the Users > Settings menu
Previously: Checkboxes on the Scheduling tab of the User window.
A user can have the Default role and be a scheduled resource.
Previously: You had to have a role to be a scheduled resource.
Timesheet: save time spent & access to the Timesheet application
Privileges indicate that a user can record time pent. On projects, with or without the visibility of the Billable checkbox. On administrative time categories.
You can set these privileges:
- With Profiles of privileges and per user with the Privileges tab of the User window.
- Per user with the Users > Settings menu
Previously: The right to record a time spent in a project was configurable in each project.
The privilege that indicates that the user can record time spent automatically grants access to the Timesheet module.
Previously: You had to add the user as a member of the Timesheet group.
To learn more about the Timesheet module, check out this FAQ: How to set up the Timesheet module to enter time spent on projects and categories.
Work capacity profiles and Cap the amount of time spent entered (Timesheet)
The time spent entry limits are now all integrated into the Work capacity profiles. Constraints that were set for non-resource users are treated. For more information, see this FAQ: How to set up Time units and the Work capacity of the users.