Anne-Marie
Mahfouf

    annma@kde.org

# Configuring &kplato;

## The Project Settings Dialog

This dialog allows you to set some properties for your current project. You can access this dialog using the Project Edit Main Project... menu.

The Project Settings dialog
The Project Settings dialog

ID:

  Enter a number. It sets the project identification and must be unique.

Name:

  Enter the name of your project.

Leader:

  Enter the name of the project leader. Clicking the Choose... button will bring your contact list from KAddressBook and you can choose a name here.

Scheduling

  Here you define when the project will start or end. Choose either a start date or an end date.

  Start Date:

    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.

  End Date:

    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.

Project notes and summary:

  You can write here various notes associated with the project or/and a project summary.

Clicking the OK button will apply your changes and close the dialog and clicking the Cancel button will cancel any change you just made.

## The Standard Worktime Dialog

This dialog allows you to set the worktime in terms of hours. You can access this dialog using the Project Edit Standard Worktime... menu.

The Standard Worktime dialog
The Standard Worktime dialog

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.

Hours per year:

  Set the hours worked per year.

Hours per month:

  Set the hours worked per month.

Hours per week:

  Set the hours worked per week.

Hours per day:

  Set the hours worked per day.

Clicking the OK button will apply your changes and close the dialog and clicking the Cancel button will cancel any change you just made.

## The Calendar's Settings Dialog

This dialog allows you to set a calendar for your current project. You can access this dialog using the Project Edit Calendar... menu.

The Calendar's Settings dialog
The Calendar's Settings dialog

You can have several calendars for your current project. First add a name for your first calendar using the Add button. The calendar view becomes active with the current day marked in a square when you click on the calendar name.

Working with a calendar
Working with a calendar

You can set Working or Non-working days. Click on the days you want as Working days for example for your project and choose Working instead of Undefined. Set then the work interval by choosing the start and end times and click the Add interval button to add the working time. Click the Apply button to validate your choice.

Working and non-working days
Working and non-working days

Here you can see the working days in blue and the non-working day in red.

Clicking the OK button will apply your changes and close the dialog and clicking the Cancel button will cancel any change you just made.

## The Edit Accounts Dialog

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 Project Edit Accounts... menu.

The Edit Accounts dialog
The Edit Accounts dialog

To create an account, click the New 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.

You can create sub-accounts of your main account or a new account. Remove any highlighted account using the Remove button.

You can also set a default account by choosing the account name in the drop-down list.

Creating accounts
Creating accounts

Clicking the OK button will apply your changes and close the dialog and clicking the Cancel button will cancel any change you just made.

## The Resources Dialog

This dialog allows you to set the resources for your current project. You can access this dialog using the Project Edit Resources... menu.

The Resources dialog
The Resources dialog

You need first to define a resource group by clicking the New button in the resource group area. Click on this group name and add a new resource by clicking the New button in the resource area. This will display the Resource Settings dialog.

The Resources Settings dialog
The Resources Settings dialog

Clicking the OK button will apply your changes and close the dialog and clicking the Cancel button will cancel any change you just made.

## The Configure &kplato;... Dialog

This dialog allows you to set default options globally in &kplato;. You can access this dialog using the Settings Configure &kplato;... menu.

On any widget in this dialog you can get a What's This help with &Shift;F1 or using the Help icon.

### Task Defaults

This set the options that will be used per default each time you add a new task.

Task Defaults
Task Defaults

Responsible:

  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.

  Clicking the Choose... button will allow you to insert a person from your address book.

  Addresses
  Addresses
Timing
  Schedule:

    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.

  Estimate:

    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.

Note:

  Write here a note that you would like to be displayed as default on each new task.

Clicking the Defaults button will reset the dialog to its defaults, while clicking Apply will apply your changes but leave the dialog open. Clicking the OK button will apply your changes and close the dialog and Cancel will cancel any change you just made.