Project Portfolio Management 0.33 (Beta release)

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This is not a final release. Experimental releases should only be used for testing and development. Do not use these on production sites, and make sure you have proper backups before installing.

For additional information about this project, please visit the project page.

Available downloads

Release Notes

Tested with	Plone 2.5.5
State	Beta release
License	GPL
Release Manager	Sam Allgood

This first installable release implements the following changes, of particular interest to current users of the uninstallable version:

• Change of skin names:
• Replaced Projects with ppm_projects
• Replaced ITSC with ppm_proposals
• Added ppm_public (no content currently)
• Added new content type PPM (Project Portfolio) which allows a portfolio manager (no role/special permissions at this time, simply a description of function that a user has) to easily manage defaults for a portfolio (group of projects/proposals)
• Allows projects and proposals to be added to a portfolio.
• Note: this release does ** NOT ** contain any code changes for proposals. Will begin work on that shortly.
• Though portlet_select_project is still in the skins, it is not used by default. Instead, its functionality is included at the top of both project_dashboard and all_projects_dashboard as a collapsible form.
• The all_projects_dashboard is included as a page template, but no links are provided for it as it is anticipated that different sites would want to have that view available at different places. It provides a dashboard for all projects on the site and does not include a link to create a project since it may not be in a project portfolio when accessed. It is intended for upper management to view all projects on the site whereas project_dashboard is meant for lower management to view only their particular projects.

This release does not include any code for migrating existing projects. Recommend migrating using these steps:

1. In portal_skins, delete the Projects and ITSC folders
2. In portal_types, delete the Project and Proposals Folder types
3. Install ppm
4. Create a ppm portfolio (defaults are the same as initially released except for removal of 'In ITSC' as status option)
5. Either cut and paste or export and import existing projects. Note that if you are using the Poi issue trackers created in existing projects, the cut and paste option pastes them with incorrect states (tracker is closed and issues are being created) ... the export/import option creates them correctly. Once happy with the results, delete the original projects if you copied or exported.

Change log

ppm 0.33 - unReleased March 17, 2008 - Happy St Patrick's Day!
    - Modified bldProjectList.py and allProjectList.py to have the search form at
      the top of the dashboard default to open (local preference)
    - Modified bldProjectList.py to not get tags from all projects on the site,
      using only the projects in current portfolio
    - Modified addProjectFolder.py to make it easier for all developers using this
      product to modify code to add special content within projects, both folderish
      content and content within those folders. Also, by request of local users,
      modified the creation of folders to not include a wiki page

ppm 0.32 - unReleased March 13, 2008

    - Changed following fields from LinesField to DataGridField in ppm.py:
      + status_options
      + project_properties
      + budg_status_options

    - Changed following scripts to handle changes to field type:
      + addProjectFolder
      + allProjectList
      + bldProjectList
      + getProjectInfo
      + getProjectProperties
      + portlet_select_project
      + project-summary
      + setProjectProperties
      + updProjectProperties

    - Modified subfolders field to use selection for folder type and private

    - Modified status_option and budg_status_options fields to use selection
      for background color display for dashboards

ppm 0.31 - unReleased March 12, 2008

    - Added field for subfolders to ppm.py to specify folders/trackers/blogs to be
      created by default within portfolio (can be modified for individual projects
      at project creation)

    - Modified addProjectFolder.py to create folders based on above field rather
      than having it 'hard-coded' in the program

    - Added subfolders field to createProjectForm

    - Added new script getPortfolioSubFolders to return subfolders as a formatted
      list for createProjectForm