Project management

joomlaExtensionsWith this extension, you can provide a platform for project management.  Learn how to install Joomla extensions to get yourself started. Interestingly Projectknife used to be called Projectfork and was first developed in 2006. This article describes using the free version, but you can purchase extras if you find this extension useful.

Visit the Joomla extensions site to review Projectknife and to get the latest version.


Project Managers Group

Start by logging into the back-end of your Joomla site, and creating a new user group.

  1. Go to Users > Groups.
    1. Create a New user group called Project Managers.
  2. Go to Users > Access Levels.
    1. Create a New Access level, called Project Managers, and allocate the group called Project Managers.
  3. Make yourself a member of this group.

 

Installation

Remember to backup your Joomla site before installing new software. Then install the following:

  1. joomla30zip pkg_projectknife_5.0.0.beta.6.zip (369 kb)

Although this is in beta version currently, I've found it to be stable in use.

 

Configuration

Here are some initial configurations that I would typically make.

  1. Go to Menus > Projectknife.
    1. Change the Menu Items' Access permissions from Public to Project Managers.
    2. Add a New Menu item.
    3. Give it the Menu Title of My Tasks.
    4. Choose the Menu Item Type of Projectknife - Tasks > Task List.
    5. Set the Access to Project Managers.
    6. Select the List Layout Options tab.
    7. Change Filter: Assignee to Assigned To Me.
  2. Go to Extensions > Modules.
    1. Change their Access from Public to Project Managers.
    2. Make sure that the Projectknife - Filter module is visible for the newly created My Tasks menu item.
    3. Rename the two newly created Projectknife modules.

 

Create a new Project

Once you've created a new project, you can create milestones and tasks for the project. We will start by creating some Project categories.

  1. Go to Components > Projectknife.
  2. In the left pane, expand Projects.
  3. Select Project Categories.
  4. Create a New category (e.g. Websites).
    1. Give your category a meaningful Title and Description.
    2. Change the Access to Project Managers as needed.
  5. Now select Projects in the left pane.
    1. Create a New project.
    2. Give a Title and Description.
    3. Select the Publishing tab.
    4. Choose the appropriate Category.
    5. Enter a Start Date (e.g. today).
    6. Enter a Due Date (e.g. December next year).
    7. Enter any Tags that might be useful (e.g. outsourced).
    8. Save your new Project.

 You can also create new projects using the Dashboard in the front-end.

 

Milestones and Tasks

Depending on how your Project Managers User group has been allocated, you will typically need to adjust the Access control levels for this User group.

  1. Go to Components > Projectknife.
  2. Select Projects in the left pane.
  3. Click the Options button.
    1. Confirm that you've selected the options for Projectknife - Projects.
  4. Select the Permissions tab.
  5. Select the Project Managers user group.
  6. I typically Allow the following permissions to this group, to give Project Managers enough permission to do anything with all Projects.
    1. Milestones - Create, Edit, Edit State, Delete.
    2. Tasks - Create, Edit, Edit Progress, Edit Assigned Progress, Edit State, Delete.

 

 

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