Thursday, September 04, 2014

Working with SharePoint 2013 Views

Our IntelliGantt App for SharePoint 2013 comes with pre-packaged views at the top level, but is built to work with the task list's views as well. If you edit an existing view, you will see those column changes in the IntelliGantt App. If you add or remove a view, you will see that reflected in the views dropdown within IntelliGantt. If you have a site with multiple task lists, you can apply the same view across the lists so you can compare apples to apples. Finally, you can configure the initial view to use by adding '?SelectedViewName=' at the end of url. Let's see how it all works.

When IntelliGantt first appears it uses the 'All Tasks' pre-packaged view that IntelliGantt automatically associates with the SharePoint Site. You can see all these pre-packaged views by first selecting the SharePoint Site row (the top one) and then opening the 'views' dropdown.

This is just the initial set and we look forward to your feedback to learn what new views we should add the our 'built-in' list. This set seemed like a reasonable start. The big value add is these views are guaranteed to work across all your task lists. Furthermore, these views run locally to apply their criteria. By this I mean there is no server request when you simply want to see 'My Tasks'.

Obviously we cannot think of everything, however, which is why we make sure to support any and all views you may have added to your own task lists. To use a SharePoint view, simply select a SharePoint item-- either a project or one of its tasks. When you do this, you reset the view information IntelliGantt is using to the context of the currently selected SharePoint list. The first thing you'll notice is the column layout may change:

The second thing to notice is the view dropdown will have choices that match the SharePoint list:

Thus you can pick one of these views, like 'Upcoming' and see the results. Note that both 'Tasks' and 'Tasks 2' have a view named 'Upcoming'. Therefore IntelliGantt is able to apply the same view for each task list. Though in reality, it's just a simple name match. If the 'Upcoming' view in 'Tasks' uses a different query than the similarly named view in 'Tasks 2', you will see their respective, unique results.

Also notice that even though the number of displayed tasks are changing, you still see tasks nestled in a hierarchy and with the proper ordinal numbers.

Finally, let's say you want to configure the IntelliGantt App for SharePoint 2013 so that when it appears the view is pre-selected. To do so simply append this information to the end of the url in a query string. For example, the basic url for including the IntelliGantt App for SharePoint 2013 on any web page is:

Therefore to pre-select the starting view to 'My Tasks', simply append ?SelectedViewName=My Tasks to this url (or ?SelectedViewName=My%20Tasks if your browser is finicky). When IntelliGantt spins up it will see this parameter and use it to select the view for you.

Friday, August 22, 2014

Simple Todo Item Costing with Basecamp

Basecamp by itself does not support levels of effort and hourly rates for people. Basecamp with IntelliGantt, however, most certainly does. We let you provide level of effort and hourly rate values for every person in your Basecamp project. Then, when you assign someone to a task, IntelliGantt will compute the cost for that task by multiplying the work * level of effort * hourly rate for that person. Combined with the cost rollup feature, you can quickly see how much a particular task is costing and even how much an entire project is costing. Here's how it works.

After you have allowed IntelliGantt to communicate with Basecamp and have chosen an account, you can select one or more projects to work with. When you select a project it gives you a quick overview of how much work and cost is involved for all the items in the project.

When you select a person in the 'People' dialog, you can quickly see how much work is assigned to that person and what their default level of effort and hourly rate are.

When you create or edit a task assignment, by default the values come from that users default level of effort and hourly rate. However, you can override this on an assignment-by-assignment basis, should you choose, with specific level of effort and hourly rate for that task assignment.

Put all this together and you can quickly see what the cost for both individual tasks are their rollups are.

Thursday, August 21, 2014

Simple Task Costing with SharePoint 2013

The IntelliGantt App for SharePoint 2013 let's you extend the basic user profiles within SharePoint so that you can tracking costs with your Task List items. For each SharePoint person you can give them an hourly rate and a level of effort value that IntelliGantt reads. Then if you assign that person to a task, IntelliGantt will compute it's cost. That is, duration in hours * level of effort * hourly rate. Here's the simplest example to get up and running.

First we must make sure every user profile in SharePoint has an 'Effort' and 'Hourly Rate' field. To do that you'll need administrative rights to your site collection. With these rights go to the SharePoint Admin Center.

Click on the 'User Profiles' and 'Manage User Properties link.

We will want to add these two fields to the 'Custom Properties' of the User Profile field template. Here we've already added the two fields.

The key here is to make sure the field names and data types are exactly what IntelliGantt expects. 'Hourly Rate' should have a field name of 'HourlyRate' and a data type of 'float'. Similarly, 'Effort' should have a field name of 'Effort' and a data type of 'float'.

Now we simply plug in the actual hourly rate and effort values for each user. The administrator can do this our the users themselves by editing their profile information.

When the IntelliGantt App for SharePoint 2013 pulls in a Task List (or two or three) it will check to see if the person assigned to a task has hourly rate and effort information. If so, then you will see cost information calculated for you automatically.

Tuesday, August 19, 2014

Placing IntelliGantt Within SharePoint 2013

The IntelliGantt App for SharePoint 2013 can run both outside and inside of a SharePoint site. We saw how easy it is to place IntelliGantt for SharePoint 2013 on any web page using a single link. Now we will show how that same link can be used to embed IntelliGantt within a SharePoint 2013 page. This example will show us pulling data from the same site we are placing IntelliGantt, however, IntelliGantt's unique architecture will allow you to pull in data from any SharePoint 2013 source.

So here is a basic, out-of-the-box SharePoint 2013 site. In it I have created two task lists that we wish to view in our rich IntelliGantt UI: Tasks and Task List 1.

We will add a web part to this page, so let's go into edit mode.

Use the native tools to select the area you wish to add the web part. We will put it at the top in this example.

We will insert a Page Viewer web part, found under the media and content category.

OK, now we have a new Page Viewer web part on the page that is 100% empty because it's not pointing to anything. So we will edit the properties of the Page Viewer web part to point to IntelliGantt.

Though the URL is a bit long, it's always the same. Plug in for the URL value. Why application2.html? Because that is version 2 of our IntelliGantt App for SharePoint 2013. Major updates will increase the number at the end of 'application', but the previous versions will always be around so you can update on your schedule.

The other thing I like to do is specify how tall and wide to make the web part. Here we will plug in 500 pixels and 1200 pixels respectively. Also, let's update the title.

And here is our IntelliGantt App for SharePoint 2013! Though it is a bit empty.

This is because IntelliGantt doesn't know what to show yet. Remember earlier I mentioned that it can pull data from any SharePoint 2013 source? This is true, even for the current site! So we will add the current site to IntelliGantt's list of sources. Yes, this also means that IntelliGantt can pull in 1 or more task lists from 1 or more SharePoint sites-- within the same collection or from completely different sites and SharePoint servers altogether.

Please note that IntelliGantt will need your user login and password to communicate with SharePoint. IntelliGantt stores the SharePoint site information in your web browsers local storage. Should you choose to remember your username and password, IntelliGantt will store this in the web browsers local storage as well.

Now that IntelliGantt knows which SharePoint site to talk to, it will get all of its task lists and display them in a rich, interactive Gantt Chart visualization.

Try it today and let us know if you have any questions. Thanks!

Wednesday, August 13, 2014

Connecting IntelliGantt to SharePoint 2013 Online with a Single Link

Our new IntelliGantt App for SharePoint lets you access SharePoint 365 Online task lists with any modern web browser on any web page with a simple link. This means you can work with your SharePoint task data from within your site or on any web page available on the internet. From a classic desktop PC, laptop, Mac, MacBook, Surface, iPad, Android tablet-- anything you can think of-- we make it easy to work with SharePoint.

So what is this magical link?

You can access this directly by clicking on it, or embed it within an iframe to place it on any page. Once you do, it will look like this:

IntelliGantt for SharePoint is fully interactive both in UI feedback and its data connection to SharePoint. When you make a change, it's made on SharePoint as well. Let's start with a simple login so we can see some data. First click on the 'Sites' cog so we can add a site to the list (yes, you can view more than one site and its task lists at a time).

Enter your SharePoint site information. IntelliGantt for SharePoint 2013 is designed out of the box to work with Microsoft's Office 365 cloud offering. If you are using SharePoint 2013 on premises, that will be supported as well, but takes additional configuration.

If you choose to have IntelliGantt remember your username and password by clicking 'Remember', this information is ONLY stored on your local browser. Once you are properly authenticated, IntelliGantt for SharePoint will find all the task lists in the given site and display their contents.

You will also be able to 'pre-select' the lists to show, which view to apply and other settings, but that is for future posts.

If you have any questions or want to make sure your needed feature is there, please visit our IntelliGantt for SharePoint forum.

Friday, February 21, 2014

How to add Duration and Work Fields

The IntelliGantt App for SharePoint 2013 introduces a huge improvement over its predecessor, the IntelliGantt Web Part for SharePoint 2010: Scheduling! Now you can have real duration and work values in your project plans, though we still try to keep things simple. We've created special in-place editors to handle these duration and work fields so that it combines the number and the unit of measurement together. In other words, a number field and a minute, hour, day, Week, Month, Year dropdown.

As your schedule is updated, IntelliGantt will update these fields for you as well. You can change the duration to make a task longer or shorter. Or drag the endpoint of a task in the gantt chart to see durations change. Summary tasks will use the least start and most finish dates to compute their duration. A kind of 'psuedo rollup'.

Work fields are in fact rolled up as a summation. The top level work field in your view is the sum of all work values in your view, so you can quickly see how much work a particular view of tasks contains. Also, the Work field number portion isn't editable, just the units. Instead, Work is computed to be (Resources * Duration). Each Work field starts out as 0 value. Add an assignment and you will see the Work field match the task's duration. Add another assignment and the Work field will be double the duration, and so on. Yes, Level of Effort is in the works, and that will be another blog post coming soon!

Of course, the basic SharePoint task list doesn't come with a Duration or Work field, so how do we add them? Simple, create a 'Single line of text' field named 'Duration' and a 'Single line of text' field named 'Work'. IntelliGantt will treat these as reserved words and, even though they are really text fields in SharePoint, display and interact with them as Duration and Work.

IntelliGantt in the Microsoft Store

Another milestone here at TeamDirection as we've made IntelliGantt for SharePoint available in the Microsoft Store for SharePoint. We intend to be flexible on pricing for IntelliGantt users so for the store we do a simple $1.99 per user per month. This should make it very affordable for small teams and provide a consistent revenue stream for support and new features. Microsoft has done a nice job integrating it into your SharePoint experience for Office 365 and its quite easy to install IntelliGantt for SharePoint and try it out. However, things are not set in stone as we're just starting off with the Microsoft Store for SharePoint.
The other option for you is to simply load our file to your SharePoint server, be it in house or Office 365. Same tool and functionality, just a different way to acquire, license and deploy.
This one is priced by site collection at US$365 per year. This gives a medium sized company an easy way to license and deploy IntelliGantt for everyone at a very reasonable price. As many users and as many sites within the site collection as you like, one license for everything.
Finally, we have had customers who use site collections to organize smaller efforts of works, which means rather than 1 site collection with 365 sites, they have 5 site collections with 73 sites each. What we are thinking for that case is to introduce an 'instance' license. That is, up to 365 instances of IntelliGantt placed on a page in sites across site collections. Something like $365 per year again for 365 instances of IntelliGantt seems to make sense.
The last thing we want to do is make it difficult to figure out which license to purchase, but SharePoint is used in such a variety of ways that a 'one license fits all' strategy is too constricting as well. Let us know what you think!