Author Topic: Need some help with "Dimensions", how to use "Projects" and "Workspaces"  (Read 6265 times)

Karl

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Hi,

I'm not new to Feng Office, but made a long pause with it. Right now I'm going to start using Feng Office again.

I need some help with "Dimensions", how to use "Projects" and "Workspaces" most suitable. We have some inhouse (what we call) "projects", which are running continuously like building certain products ongoing, or doing some ongoing marketing efforts. What Feng Office dimensions are most suitable for such "projects"?

I think this question relates somehow to this older thread: Frustrated with user interface

Karl

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Re: Need some help with "Dimensions", how to use "Projects" and "Workspaces"
« Reply #1 on: December 12, 2015, 01:27:30 PM »
Nobody here with an answer or comment?

 :-[

bevia

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Re: Need some help with "Dimensions", how to use "Projects" and "Workspaces"
« Reply #2 on: December 15, 2015, 12:21:06 PM »
Im the only FO user of my installation, so I dont know how others would use this.
I use dimensions for some sort of categories of my tasks.
As far as I know, there are no "Projects" in FO. Just Dimensions, Tasks and Tags.

For your ongoing projects I would use Dimensions (its like Marketing / Sales / etc.).
And for time based "Projects" you could use Milestones. But thats a bit difficult, if you want to change milestone (there is no "Milestone-Button")

there is a youtube-howto in german (because you are from Germany :-) about getting started with fengoffice.

But maybe group-office or collabtive is better for that case?

conrado

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Re: Need some help with "Dimensions", how to use "Projects" and "Workspaces"
« Reply #3 on: January 07, 2016, 02:20:03 PM »
Hi Karl, bevia,

Sorry for the late reply.

@bevia, additional "dimensions" are available on the Professional and the Enterprise Edition.

As a matter of fact, we are working on a framework for the Enterprise Edition to allow the creation of dimensions by the administrators of the system. Right now we have a collection of dimensions that we can add to the Enterprise Edition.

Community Edition dimensions
Community Edition dimensions include:
  • Workspaces
  • Tags

Professional Edition dimensions
Professional Edition dimensions include:
  • Clients and Projects (Which can now be separated into two different dimensions)
  • Workspaces
  • Tags


Enterprise Edition dimensions
Enterprise Edition dimensions include:
  • All of the above
  • Client stages
  • Client status
  • Client sectors
  • Project status
  • Project types
  • Project managers
  • Suppliers (Vendors)
  • Vendors
  • Product types
  • Countries & Locations
  • Financial sources
  • ...and many more I don't recall right now

Also, as mentioned, in the near future we will enable an additional plugin for the Enterprise Edition to create as many dimensions as needed for helping businesses organize their information perfectly tailoring the system to their needs.

Going back to @Karl's question, we typically use Workspaces to model business divisions (Administration, Development, Sales, Marketing, Operations, etc), and Clients and Projects for managing that: clients and projects.

Businesses structured in this way most frequently want to know -for each particular task or file- to which area of the business it relates (is it a marketing or a development task?) and to which client (or clients) it affects.

Some tasks or documents do not relate to any specific client - and that is OK. But when they do, it is great to know who it affects.

Another very cool feature is that you can configure your Feng Office to have the classifications of objects manage permissions differently. I'll explain.

By default, if you create a document and you classify it in both a project AND a workspace, only the people with permissions to access BOTH the project and the workspace will be able to access that document.

But with a quick system settings change, you can make it so that people can access the document by having permissions to EITHER one of them (either the project or the workspace).

Does that make sense?

I hope it helps. I love this feature and we should definitely do better at communicating how powerful this is. It is one of the big goals for this year.
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Kyliefun

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Re: Need some help with "Dimensions", how to use "Projects" and "Workspaces"
« Reply #4 on: November 20, 2017, 10:38:53 PM »
Will the community edition ever have the Projects Dimension or the ability to add your own?

louisli

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Re: Need some help with "Dimensions", how to use "Projects" and "Workspaces"
« Reply #5 on: February 14, 2018, 05:57:56 AM »
I was an EE user and now I switched to CE version as our support expired.

In our office things are weird, some projects are shared while other are not, some users wish to have control of their own contacts and not wish to share with others, even if they work for the same client.  (i.e. yours are mine but mine are mine)

So I used workspace for the main dimension, each user have their own workspace.  For shared projects they can establish a child workspace, and assign resources to share with others, as you can set different permissions on a child workspace.

For contacts, you need to establish offline rules that "Company" should not assign with any workspace, but users can have the contact stored in their workspace.  This is to avoid duplicates.

For example, John Doe in ABC company.  ABC company should be filed without workspace, then create John Doe as a contact, and assign it with your own workspace, if you wish to keep him private.

Tags in CE is not convenient, not like those we used in social media, so I wouldn't bother with it.
You may also use Project as another dimension, I prefer keeping things simple, user's don't like things complicated.
Was an EE subscriber.
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