1. Outline View

Outline View

The outline view is a tree like view of your entire project plan. It’s editable and you can add items simply by pressing enter. You can also use Tab / Shift Tab to promote / demote items and their children.

The outline view also shows assignees, estimates, start date and due date. You can add multiple assignees and use initials for names. Estimates are tracked in hours, but you can enter them in hours or easy to read short cut format – like “1m 2w 2d 4h”. Start and due dates are smart too! Just enter date (e.g. 22) and it will complete it. We have also tried to parse a few other common date formats! Date display format can be customized from backend.

You can turn off any of these 4 columns using the view options menu at top right.

2. Card View

Card View

The Card view is designed to work on details of your project plan. It shows all Tickets in your project and you can easily filter on them. Spend time on each card and define the ticket details. Cards are color coded by categories to help identify them easily.

You can update ticket’s visibility, priority, category, name, description, tags, estimate, start and due dates, tags, workflow status and assignees from the card view.

Batch update is available in both Outline view and Card view. We have even included an option to add / subtract time from start / due dates. You no longer need to change all dates manually!

3. Gantt View

Gantt View

You asked for it and we have it! Gantt view is the much awaited timeline view of your project plan. It’s a “read-only” view. You can’t edit it, but it still shows a nice graph of your project. Completed items are marked, and we also show progress on items if you log hours on them.

You can expand / collapse items, zoom in / out and review your plan.

There are many other features in Planning module! We will write about them soon!

Let’s get started.

Documentation Subjects

Click on a subject to learn more about it.

• Installation, Configuration & Scheduled Tasks
• Charts: Burndown Chart, Iteration Chart, Hours Chart
• Useful Info: Most Active Tickets, Longest Open Tickets, Project Velocity
• How do we create these reports?
• Filtering by dates, Navigating projects and Legends

Introduction Video

We have a superb introductory video on Reports module. In well under 5 minutes, you can learn how to setup and use Reports module with your activeCollab setup!

Need Support? Have an idea?

Do you have some feedback for us? An idea to improve? Some problem we missed out? We are eager to listen. Please give us your feedback.

The first step in installing Reports module is to upload it to your server. To do this, extract Reports module installation package and upload contents of /for-upload folder to your server using FTP or SFTP client. Make sure you upload this folder in your activeCollab installation folder.

Once that is done, log in to your activeCollab installation and go to Modules administration.

You will see Reports in the available modules list. Click on Install button. The module will install and create reporting data for your projects. If you have a lot of projects, this may take a while.

Once the Reports module is installed, there is one more step before we can use it.

Configuration

Permissions to Roles

Go to Administration - Roles. Edit a System Role that you want to give access to Reports module to. Check Yes on can_use_reports and Submit. All people with this role will now start seeing a Reports icon in main menu.

Scheduled Tasks

One more thing we want to confirm now is that Scheduled Tasks are working. Go to Administration - Scheduled Tasks. If you see some date / times on Daily schedule, we are set. If not, please configure Scheduled Tasks.

We are all set then. Click on Reports menu to see what you get.