Linkus 2.0 User Guide

Project Module

( Use right menu button to navigate... )

Project Module - Video

Project Module - Roles Involved

List of Roles

#	User Roles	Description
1	Program Manager	Can create/Acess Projects for any Department and can view and edit all the Projects in the system
2	Project Manager	Can create Projects for his/her own Department
3	COE Head	Can access the Projects owned by his/her COE
4	Project Member	Can see the Tasks to which he is assigned and can create a Task to himself and send for approval

Project Module - Methodologies

List of Methodology

#	Methodology	Maximum Hours
1	Agile	80
2	Traditional	320
3	Simple Onsite	9999

Project Module - Create Project

Steps to create project

Step 1:Go to Project Module by using top-left menu button.

Step 2:Click Create button.

Step 3:Fill in all highlighted mandatory fields.

Step 4:Enter Project Scope.

Step 5:Enter Acceptance Criteria.

Step 6:Add required resources from tab Team and enter the load factor of each resource in the project.

Step 7:Click on Save button in top left corner.

Project Name:For Project Name, using 3 letter code of Department, followed by 2 or 3 letter abbreviation for customer, then the title of the project on the SOW.

Example: ESS_CAT_FleetPhaseII or ESS_JD_AutosarDev. We can use the same, replacing Department name with COE name.
Project Code:To have 3 letter COE code followed by 4 digit year, and then a 3 digit counter – eg. ESS2020001. Counter would be specific to COE.
Customer charge number:Since it is mandatory to enter a customer charge number for a task to be recognized as billable, for billable projects with no customer charge number, standard charge number should be available.

Project Module - Create Task

Steps to create Task

Step 1:Go to Task tab.

Step 2:Click on to Create button to create a Task.

Step 3:Fill in all highlighted mandatory fields and click Save button.

Note...

Task Start Date and End Date should be between Project Actual Start Date and Deadline Date.
Planned Hours should be greater than zero and less than or equal to Customer Agreed hours in the Project.
If Customer Charge number field is not empty, then it is treated as a Billable Task.
For Non-billable Task, Customer Charge Number field should be empty.
Assign task to appropriate resource.

Project Module - Create Milestone

Steps to create Milestone

Step 1:Go to Milestone tab and click Add line option below.

Step 2:Input all the fields in the pop-up wizard.

Project Module - Create Invoice

Steps to create Invoice

Step 1:Go to Invoice tab.

Step 2:Click on Add a line in Invoice tab and enter the details, add an attachment.

Step 3:Enter the Amount to be Invoiced in either Rupees or Dollars. Step 4:Save the Milestone Wizard, Save Project and then click Edit button and go to Milestone tab and click Submit button in Invoice line item. Step 5:Once submitted, Invoiced Amount gets populated in Milestone Total and Revenue in Project screen in Rupees and Dollars. Step 6:You can create multiple invoices against a single milestone.