Project Portfolio Management 0.40 (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 release enables:

• multiple proposal types
• tagging proposals
  
• dynamic dashboard design for each proposal type
• sorting tables by any column for both project and proposal dashboards
• very flexible control fields for each portfolio with methodology for defining local defaults
• use of user profiles for saving search criteria in dashboards (specific to each portfolio)
• searching proposals by proposal type, owner (submitter), status, and tags (can also exclude by tags)

Change log

    - Changed allowed contents types in ppm from ZWikiFolder to Folder
    - Modified ppm.py to:
      + create folders in ppm for templates and profiles and a sample profile in profiles
      + add fields for proposal properties (proposal status options and managers)
      + add fields to allow turn on/off allowing designation of proposals as emergency
        within portfolio and to provide list of users to receive email notification of
        emergency proposals needing attention
      + add methods to enable getting and setting object properties dynamically and to get
        content from other web sites (this was for a local requirement for data migration)
      + add field and method to enable user definition of groups/departments for portfolio
      + add methods to create a sample template with dashboard control and sample profile
        in each portfolio when created
    - Moved user profile from member folder to profiles folder with user id as id for profiles
    - Modified projects_dashboard to include links to search using user default filters,
      to edit user default filters, and to create user profile
    - Modified proposals_dashboard to provide search capability similar to projects and to
      allow for multiple types of proposals. Also set up capability to dynamically identify
      contents of the dashboard.
    - Modified both dashboards to make the table sortable by all columns.
    - Moved link to flag/unflag proposals as emergency from object_actions to portlet (if
      portfolio allows emergency flagging)
    - Renamed portlet_topics (originally customized from Zwiki) to portlet_proposals.
    - Added licensing info to all .py and .pt files
    - Added tagging functionality to proposals using a Tags wiki page
    - Fixed search by owner functionality
    - Added link to proposals_dashboard to Create New Proposal