QualBridge EPM User Manual

What are the common functionalities one should be aware of?

• "New" button in the table brings up the dialog for adding new entry in that table. There are various tables like user tables, task tables, defect tables and etc.
• "Edit" button in the table brings up the dialog for the selected entry in that table.
• "Delete" button in the table deletes the selected entry in that table.
• "Refresh" button in the table simply reloads the entries in that table.
• "Apply" button in dialogs simply saves the entry, and keeps the dialog open. When it is launched from "New" option in the table, and if you hit Apply twice, it will add two entries. This feature is provided to allow adding multiple entries without reentering every field. This feature will be useful to add multiple similar tasks, users and etc.
• "Submit" button in edit dialogs saves the entry and closes the dialog.
• "Close" button in edit dialogs discards any changes you made before saving and closes the dialog.
• "Refresh" button on the treenode context menu, simply reloads the children of the node.

What are the different User Access levels?

QualBridge Project Manager provides three levels of user access.

• Administrator

  Admin user can perform any operation that is available in the account. The user details provided during account registration will be used as Administrator account



• Manager

  Every team owner is provided with manager access. This user can add sub-teams under his team and manage(add/modify/delete) users and projects.



• User

  All other project members have user access. This user can manage the tasks assigned to them, add/modify defects, manage documents, manage their calendar.

Setting up teams, users and projects

• Setting up teams or sub-departments.

  After you login using your admin account, you can see two tree panels with your company/group name as root node. Under My Department panel, right click on the root node, and select "Departments" option. This will open up a table panel on the right with options to manage(add/edit/delete) departments(or teams).



• Setting up team members.

  Under My Department panel, right click on the department under which you want to add users, and select "Users" option. This will open up a table panel on the right with options to manage(add/edit/delete) users.



• Setting up team projects.

  Under My Projects panel, right click on the department under which you want to add project, and select "Projects" option. This will open up a table panel on the right with options to manage(add/edit/delete) projects under this team(or department).

How to add a project?

Under My Projects panel, right click on the department under which you want to add project, and select "Projects" option. This will open up a project panel on the right. Click on the "New" button that opens up the Project Editor. The description of field in the project editor are as follows.

• Name

  This is the name of the project you want to add/modify.



• Short Name

  We use this name to prefix the defects created under the project. (Note: adding prefix to the defect id is still work-under-progress)



• Description

  This is the short description of the project.



• Users

  You will see all the users under your corporate account on the right handside. The left handside box lists the users assigned to the project. Use the move icons to move the users from right-left and left-right.

How to add a release?

Under My Projects panel, right click on the project you want to manage, and select "Task Manager" option. This will open up a "Task Manager" panel on the right. Click on the "New Release" button that opens up the Release Editor. The description of the fields in the release editor are as follows.

• Name

  This is the name of the project release.



• Description

  This is the short description of the release.



• Release Owner

  All the users added in the project will be listed. You should select the user, who is responsible for this release.



• Start Date

  This is the starting date of the release.



• End Date

  This is the end date of the release.

How to create a milestone?

The Release-Tab under "Task Manager" panel contains a tool bar, that has an option to create new milestone. Click on this button, that opens up MileStone Editor. The description of fields in the milestone editor are as follows.

• Name

  This is the name of the release milestone.



• Description

  This is the short description of the milestone.



• MileStone Owner

  All the users added in the project will be listed. You should select the user, who is responsible for this milestone.



• Start Date

  This is the starting date of the milestone.



• End Date

  This is the end date of the milestone.

How to create a task?

The MileStone-Control-Box in the Release-Tab under "Task Manager" panel, contains the task table and a Gantt chart that displays all the tasks added under this milestone. Click on the "New" button, that opens up Task Editor. The description of the fields in the task editor are as follows.

• Name

  This is the name of the release milestone.



• Description

  This is the short description of the milestone.



• Owner

  All the users added in the project will be listed. You should select the user, who is responsible for this task.



• Start Date

  This is the starting date of the milestone.



• Duration

  The duration of the tasks can be provided in the unit of days or hours or weeks.



• Status

  Percentage of status completed for this task.

How to manage documents?

Under "My Projects" tree-panel, right click on the project and select the option "Documents". This will open up a Document panel on the right, where you can upload files, and manage folders. The following options are available for document management.

• New

  This option will bring up a new Upload dialog where you can upload a file under the directory selected in the document-folder-tree.



• Edit

  This option will bring up a dialog where you can edit the details of the file you uploaded.



• Delete

  This option will delete the file you have selected.



• New Folder

  This option will bring up a dialog that will help you to create a new folder under the folder you selected in the document-folder-tree.



• Delete Folder

  This option will delete the folder you selected in the document-folder-tree.

How to manage defects?

Under "My Projects" tree-panel, right click on the project and select the option "Defects". This will open up a Defects panel on the right, where you can manage the defects. When you create or modify a defect, please wait until the fields get organised under various tabs. You can upload documents related to the defect in the Attachments tab.
Please note that when you hit "New" to create a new defect, it has already created an entry under your defects. If you don't want to create the defect, afte you hit "New", you should manually delete the defect. This is not a bug, because defect should exist before uploading an attachment for the document.

How to manage user time-away from work?

Under "My Department" tree-panel, right click on the user and select the option "Calendar". This will open up the User Calendar panel on the right. It has a toolbar with menu option PTO. You can add your time-away from work using "PTO".
Please note that editing and deleting PTOs are not supported now.

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