Tutorial:Simple To Do List Enhancements: Difference between revisions

Jump to navigation Jump to search
m
no edit summary
mNo edit summary
mNo edit summary
(6 intermediate revisions by the same user not shown)
Line 1: Line 1:
{{Stamp|2016-09-28|3.9.7|1.0.3}}
{{Stamp|2016-10-16|3.9.7|1.0.3}}


This tutorial page walks through implementation of enhancements to the Simple To Do List.
This tutorial page walks through implementation of enhancements to the Simple To Do List.
Line 94: Line 94:
=== Planned vs Actual ===
=== Planned vs Actual ===


Let's say we'll measure work in days. Define an Integer field for Estimate sms another for Actual. So, whenever a team is created, the user enters the task name and priority, identifies the phase the task will occur in and the contractor who'll do the work, and then will provide an estimate of the days it will take to complete the task. As each task is completed, the user can enter the actual number of days it took.
Let's say we'll measure work in days. Define an Integer field for Estimate and another for Actual. So, whenever a task is created, the user enters the task name and priority, identifies the phase the task will occur in and the contractor who'll do the work, and then will provide an estimate of the days it will take to complete the task. As each task is completed, the user can enter the actual number of days it took.


If you really wanted to, you could get rid of the Done? checkbox another way — by filtering on Actual being 0 instead of Done? being unchecked. Again, that makes it harder to check them off, but if you're going to enter actual days each time, anyway, it's actually a bit easier.
If you really wanted to, you could get rid of the Done? checkbox another way — by filtering on Actual being 0 instead of Done? being unchecked. Again, that makes it harder to check them off, but if you're going to enter actual days each time a task is completed anyway, it's actually a bit easier.
 
==== Getting Totals ====
 
Wouldn't it be nice to see estimated or actual totals by phase or by contractor? Now that we have the categories and the Estimate & Actual fields, we're ready to do that.
 
Touch the Aggregation tab at the top of the Library Edit screen to see the list of aggregation; there will be none so far.
 
Press the blue <big>'''+'''</big> button in the bottom-right off the screen to add an aggregation. The default function is Sum, and that's what we want, so leave that alone. Below that is the field to be summed; you can leave this set to whichever is there. A left-side display is the default; that's fine. Enter "Estimate" for the Prefix of Result. We'll begin on a new line, so just click on OK to be done.
 
Now do the same for Actual, but put it on the right side, call it "Actual", and do not start it on a new line.


=== Viewing Your Tasks ===
=== Viewing Your Tasks ===


'''[[TBD]]'''
When you press the checkmark button in the upper-left of the screen to end your edit session, you'll return to your list of tasks.
 
First, notice that you now have am aggregation bar at the bottom of your screen displaying the number of entries. To see estimates, actuals, and categories, go back and edit your tasks now to add those fields to them. Scatter your tasks among passes and contractors do you'll see data in each when you test. You'll see talks of the estimates and actuals in the bottom bar.
 
Use the Tools menu to see your tasks in various ways. My favorite might be to sort by Priority and group alternately by phase or contractor. However you group, you'll see subtotals of estimates and actuals by however you group &mdash; by phase or by contractor.
 
==== Add Over/Under Calculation ====
 
Edit the Library again, and this time add a JavaScript field called Over or Under. An edit card will be displayed for the JavaScript field.
 
In the script area, where the watermark JavaScript is filled in, press the + Field button and select the Actual field. You'll see, inserted for you "field('Actual')" (the double-errors are mine). Type a minis sign ("-"), then press + Field again and this time select the Estimate field.
 
That's it for the script; now just display in the list as Entry Status, and your done. Tasks that are under budget well show a negative number, on budget a zero, and over budget a positive number. I suggest setting the field to One row with prev to keep all estimates on the left and actuals on the right.
 
Of course, with grouping, you can see the variance by phase or by contractor and overall st the bottom.
 
==== Chart task estimates ====
 
Let's chart the estimates for visual effect.
 
Open the Tools menu again, and this time, press the Charts button. You'll see a list of the charts already defined; it'll likely be empty at this point. Press the blue <big>'''+'''</big> button in the lower-right corner to add a new chart. Select Columns for the type of chart. Enter the chart name "Estimates by Task". Select Task Name for Columns, Estimate for Values, Sum for Function, and None for Series. Leave all checkboxes unchecked.
 
Press the checkmark in the upper-left corner of the card, and you return to the charts list. Tap on the chart you just created to view it.


[[Category:Tutorial]]
[[Category:en]] [[Category:Tutorial]]

Navigation menu