Change Log (Updates)
Version 1.0.0 - First Release
Tag: invoice management
Projectopia WP Project Management – ULTIMATE VERSION (Utilities)
Projectopia Ultimate – WordPress Project Management Plugin
Projectopia Ultimate is our fully featured Project Management Solution, incorporating our Projectopia Core Plugin and all add-on plugins for a single price point.
Projectopia Ultimate features the latest versions of the following plugins –
- Projectopia Core
- Projectopia Suppliers & Expenses Add-On
- Projectopia 2checkout Add-On
- Projectopia Reporting Add-On
- Projectopia WooCommerce Add-On
- Projectopia Subscriptions Add-On
- Projectopia Bug Tracker Add-On
Projectopia Ultimate will also be updated to include all future add-ons in the same package, so when we release a new add-on, it will be included in free future updates to the Projectopia Ultimate plugin!
Please ensure that your environment meets the requirements for each of our plugins, you can see a list of requirements for each item by clicking the links above.
Installation
The Ultimate plugin contains Projectopia Core and all available add-ons. Unzip your download and install Projectopia Core, and then install each add-on from the Add-Ons folder in the download.
Projectopia WP Project Management – WooCommerce Add-On (Add-ons)
Projectopia Project Management – WooCommerce Add-On
This add-on for the Projectopia Core plugin enables you to generate clients and projects from pre-defined templates when a user completes a WooCommerce order.
The plugin requires Projectopia Core v4.0.7 or higher.
Getting Started
To install the plugin, first make sure you have Projectopia Core v4.0.7 or higher. Upload the pto-woocommerce.zip file through WordPress and Activate the plugin.
Configuration
Once installed you can begin to create your product links. Click on the WooCommerce link in the Projectopia Admin Menu. Choose a Product and a Milestone / Task Template and select which Team Members should be added to the generated project. You can add as many Product links as you wish.
Orders that contain more than one linked product will apply the templates for each linked product in the list.
That’s it, you’re ready to start selling your products!
How does it work?
The WooCommerce add-on has been designed to be as easy to use as possible. Everything can be run from one page.
When an order is created in WooCommerce, the plugin checks if any of the products on the order match up to the links created in Projectopia WooCommerce.
If they do, then the plugin checks if the email address on the order is already in the system as a PTO Client. If it isn’t then a client will be created, if it is then the resulting project will be assigned to the existing client.
Projectopia WP Project Management – Subscriptions Add-On (Add-ons)
This add-on for the Projectopia Core plugin enables you to sign Projectopia Clients up to recurring payment plans / Subscriptions via PayPal and Stripe.
The plugin requires Projectopia Core v4.0.3 or higher. It also requires either a Stripe account, or a PayPal Business account that has Reference Transactions enabled.
Getting Started
To install the plugin, first make sure you have Projectopia Core v4.0.3 or higher. Upload the zip file through WordPress and Activate the plugin.
Configuration
The configuration can be found in the Projectopia Admin Settings page, under the Subscriptions tab. The email templates here will already be populated with default values, but you can edit these if you wish.
You also need to configure a Payment Gateway which will be used to charge the client through Paypal or Stripe. You can find these in the API / External Services tab of the settings.
Note: We do not support 2checkout as a subscription payment method at this point.
For full documentation on the Subscriptions Add-On, please click here
CQPIM Mission Administration – Computer virus Tracker Add-On (Add-ons)
This add-on for the CQPIM Core plugin enables clients and team members to add and track bugs in projects within CQPIM.
The plugin requires CQPIM Core v3.2.4 or higher.
NOTE: The Bug Tracker is supported only on the built in CQPIM Client Dashboard Theme. It will NOT work if you use your own theme for the client dashboard as this option is no longer supported for new features.
Getting Started
To install the plugin, first make sure you have CQPIM 3.2.1 or higher. Upload the zip file through WordPress and Activate the plugin.
To configure the plugin, go into the CQPIM Settings page and click on the Bug Tracker tab. The only settings required are for email templates, and these should already be completed upon activating the plugin.
The permissions matrix for the Bug Tracker will be added to the Roles & Permissions table within CQPIM, so that you can configure which roles can access suppliers and add expenses. You need to grant “View Bugs” permission to any role that you want to use the bug tracker.
In order to see and work on Bugs, the user must have the “View Bugs” permission and be added to the project that the bug has been raised on.
Usage
The bug tracker works in a similar way to support tickets, but in this case they are attached to specific projects.
Once the plugin is installed, there will be a metabox in each project on both the client and admin sides which will list any bugs that are assigned to that project. It also provides a button on both the client and admin sides to raise a new bug against that project.
Bugs can be assigned to any team member who has “View Bugs” permission and that is added to the project that the bug is assigned to, and just like support tickets, can have updates added with colour coded status changes. The Bug Tracker also provides file uploads on both the client and admin sides.
CQPIM Undertaking Administration – Reporting Add-On (Add-ons)
CQPIM Project Management – Reporting Add-On
This add-on for the CQPIM Core plugin enables you to generate reports from CQPIM Core data and display on screen as well as export in various formats (PDF, CSV, Excel, Print, Copy)
The plugin requires CQPIM Core v3.2.2 or higher.
Getting Started
To install the plugin, first make sure you have CQPIM 3.2.2 or higher. Upload the zip file through WordPress and Activate the plugin.
Configuration
This is a zero configuration plugin, which means once it is installed it can be used straight away. The Reporting section can be found in the CQPIM Core admin menu.
Which reports are available?
- Project Time
- Project Income
- Project Income / Expenses (Requires Expenses Add-On)
- Team Member Time Entries
- Team Member Expenses (Requires Expenses Add-On)
- Income
- Income by Client
- Expenses (Requires Expenses Add-On)
- Income / Expenses (Requires Expenses Add-On)
- Sales Tax Total
- Secondary Sales Tax Total
- Supplier Spending (Requires Expenses Add-On)
How does it work?
The reporting add-on has been designed to be as easy to use as possible. Everything can be run from one page.
Simply select a report type, and an item if required (eg. a specific Project or Team Member).
Choose an optional date range and hit Generate Report.
Your chosen report will be displayed underneath the Report Generation form.
You can change the Items per Page, and you can export the report in various formats by clicking on one of the export buttons.
CQPIM Mission Administration – Reporting Add-On (Add-ons)
CQPIM Project Management – Reporting Add-On
This add-on for the CQPIM Core plugin enables you to generate reports from CQPIM Core data and display on screen as well as export in various formats (PDF, CSV, Excel, Print, Copy)
The plugin requires CQPIM Core v3.2.2 or higher.
Getting Started
To install the plugin, first make sure you have CQPIM 3.2.2 or higher. Upload the zip file through WordPress and Activate the plugin.
Configuration
This is a zero configuration plugin, which means once it is installed it can be used straight away. The Reporting section can be found in the CQPIM Core admin menu.
Which reports are available?
- Project Time
- Project Income
- Project Income / Expenses (Requires Expenses Add-On)
- Team Member Time Entries
- Team Member Expenses (Requires Expenses Add-On)
- Income
- Income by Client
- Expenses (Requires Expenses Add-On)
- Income / Expenses (Requires Expenses Add-On)
- Sales Tax Total
- Secondary Sales Tax Total
- Supplier Spending (Requires Expenses Add-On)
How does it work?
The reporting add-on has been designed to be as easy to use as possible. Everything can be run from one page.
Simply select a report type, and an item if required (eg. a specific Project or Team Member).
Choose an optional date range and hit Generate Report.
Your chosen report will be displayed underneath the Report Generation form.
You can change the Items per Page, and you can export the report in various formats by clicking on one of the export buttons.
CQPIM Undertaking Administration – Suppliers & Bills Add-On (Add-ons)
CQPIM Project Management – Suppliers & Expenses Add-On
This add-on for the CQPIM Core Plugin enables you to add suppliers and expenses within CQPIM.
The plugin requires CQPIM Core v3.2.1 or higher.
Getting Started
To install the plugin, first make sure you have CQPIM 3.2.1 , or higher. Upload the zip file through WordPress and Activate the plugin.
To configure the plugin, go into the CQPIM Settings page and click on the Suppliers / Expenses tab.
Suppliers
- Manage your suppliers through CQPIM and track monthly spending with suppliers
Expenses
- Track expenses from team members
- Assign expenses to projects to show profit after costs
- Force admin authorisation of expenses
- Upload receipts / invoices to expenses
Authorisation
The plugin has a feature that can be activated which requires team members to request admin authorisation on expenses, or just those that are over a certain value. If this feature is active, the use raising the expense will be prompted to request authorisation.
This will send an email to any user who has permissions set to be able to authorise expenses and will provide a link for them to view the expense and authorise / decline it.
How does it tie in with CQPIM Core?
The plugin affects several parts of the core plugin. On the admin dashboard, it will add a new data set to the income graph that also shows expenses per month, so that you can see total profit per month at a glance.
It adds a metabox to the team member admin page that shows their expenses and a graph to see monthly spending.
Because expenses can be assigned to projects, it will show new metaboxes in each project that display linked expenses and will also add those expenses to the Project Financials table to show profit after expense deductions.
Undertaking Supervisor PRO (Utilities)
From organizing, deadlines, task prioritizing, team based assignments, chopping down work to the minimal bits and getting the work done with detailed progress reports – Everything is possible with Project Manager.
Venture Supervisor PRO (Utilities)
From organizing, deadlines, task prioritizing, team based assignments, chopping down work to the minimal bits and getting the work done with detailed progress reports – Everything is possible with Project Manager.
