Intellisys Project Desktop 3_50 is project management software, with integrated scheduling, resource managenent and reporting. It runs on Mac, Linux, Unix and Windows.

This is the Readme.html file in the install directory.

Intellisys Project Desktop v 3_50 (Release date: 15-Feb-07)
Website: http://www.webintellisys.com
Intellisys Inc.
3210 Scott Blvd.
Santa Clara, CA 95054.

Email: support@webintellisys.com (questions, information)
Phone: 888 807 8110 
Fax: 888 807 8110 

Licence

The software comes with a 30-day trial licence. After 30 days, the software will stop working. To re-enable the software, you must get a licence key by going to the Intellisys licencing page. Instructions for upgrading the licence are available in the User documentation.

If you are upgrading from a previous version, be sure to read the note at the end of this document.

What's new in this release

Version 3.50

Enhancements
 - User type filter added to user selection dialogs
 - User selection dialog expands all elements by default
 - Delete warning now shows which projects will be deleted
 - Added user preference for Gantt chart scrolling synchronization
 - Resource selection dialog now shows resource type
 - Added context menu for reports
 - Added keyboard accelerators for reports
 - Better sizing for images in reports
 - Can now add pie charts to reports
 - Table data and layout dialogs configured on appearance
 - Image data dialogs configured on appearance
 - Documentation completely rewritten
 - Resource allocation displayed in Actuals dialog
 - Trackers able to edit actual material usage
 
Bugs fixed
 - Filter on percentage complete not working properly in reports
 - Filters for reports not being saved
 - Filters being incorrectly restored in the main view
 - Cannot login after deleting a user used in a filter
 - Table display blanks out after deleting a user
 - Corrected errors in display text
 - Images spilling out of display area in reports
 - Drag and drop imprecise in reports
 - Restored report templates not displaying table data 
 - Possible to store a report or plot template with no name
 - Mouse clicks not selecting sometimes in reports
 - Some dialogs extending out of the screen
 - Report cursor allowing table to be dropped on non-content regions
 - Report adding new elements in invisible parts of the screen
 - Reports referring to deleted users cannot be displayed
 - Enterprise client not running with with Java 1.6
 - Calcluate button in Actuals dialog not taking allocation into account
 - Trackers able to enter actual times for other resources
 
 
Version 3.40

Enhancements
 - Match schedule to actuals feature when completing projects
 - Scheduler now does not block off time for completed projects

Bugs fixed
 - Using the Move operation sometimes causing data corruption
 - Older .mpp files not being read properly
 - Zero effort assignments artificially extending project span



Version 3.30

Enhancements
 - Clearer dialog for name substitution when importing
 - Bulk change facility for project owner
 - Filter dialogs show active filters
 - Filter pane has a new "Clear all" button

Bugs fixed
 - When no filters match the user does not know if any filters are active
 - Drop-down boxes not behaving properly in Admin console
 - User defined columns not accepting date formats
 - Deleting users leaves some references to the user
 - Time templates with zero time are allowed - they should not be
 - Scheduling bug forcing scheduling to stop in certain cases
 - Enterprise - Admin page JNLP link pointing to incorrect application
 - Enterprise - Code certificate check happening every time the application is launched
 


Version 3.20

Enhancements
 - Project Dashboard showing overview of project status
 - New improved method of assigning resources to projects
 - Context menu for projects
 - Context menu for finding predecessors and successors in Gantt Chart

Bugs fixed
 - Gantt chart's use 3D effect preference observed
 - Baseline printing in Gantt chart restored
 - All resources of a project given tracking access by default
 - Selected project no longer expands after refresh
 - Dragging of nodes in the Crititcal Path View fixed
 - Warning message now shown when attempting to add illegal dependencies
 - Dates shown when selecting projects to unarchive
 - Tables in reports to have same expansion state as the main application
 - Tables in reports not staying within page margins
 - Exception no longer thrown when opening Prefenece dialog
 - Message tree integrity observed
 - Filtering no longer causes applicaiton to freeze
 - Information not being saved after creating a backup fixed
 - Estimated effort no longer multiplies itself in certain cases
 - Exporting MPX files now preserves percentage complete values
 - Pressing ESC in Admin Console no longer stalls program
 - Enterprise: Logged in users' attributes can no longer be changed
 - Enterprise: Super Viewer's password to be the same as Admin's password
 - Archived projects not being converted properly in some instances
 - Archival of incomplete projects was being allowed in some cases.

Version 3.10

Enhancements
 - Improved project relocation mechanism
 - Exporting tables in reports as spreadsheets
 - Hitting Escape or Ctrl-W (Mac: Command-W) key closes windows
 - Simplified licensing process

Bugs fixed
 - Inaccurate tooltips removed
 - Finish-Before constraints not functioning properly
 - Projects with dollar signs ($) causing error in Gantt chart
 - Editing superprojects created multiple undo's
 - Dates set in Gantt chart painting no longer ignored
 - Gantt chart printing expansion to correspond expansion from main application
 - Gantt chart not painting entirely if row height was reduced
 - Removing access from superproject wasn't removing access from subprojects
 - Actuals values not able to be removed
 - Try-scheduling panel no longer shows blank cells
 - Start-on and Finish-on constraints followed in the presence of Dependencies
 - runIPDesktop.bat script file corrected
 - Mail not being sent (Enterprise)
 - PostGreSQL databases not converting from version 2.x (Enterprise)



Backward compatibility:
Verison 3.00 includes an extensive restructuring of the internal models of the
system in order to provide better capabilities and performance. One 
consequence of this is that some aspects of Version 2.x data become
incompatible with Version 3.x. While Version 3.x will convert all project data
and user data from Version 2.5 and later databases, the following types of
data will be lost in the conversion: 
 - saved report and plot templates
 - local user preferences
 - backup files created from version 2.x cannot be restored in version 3.x

Enhancements
 - Redesigned L&F and user interfaces
 - Now supports 15 minute intervals
 - Fine-tuned scheduling properties: squeezable projects
 - Fine-tuned scheduling properties: splittable projects
 - Super-viewer mode provides unified view for all projects in the system
 - Save and open project files
 - Resource substitution in projects during import
 - Comprehensive user preferences for customizing appearance and behaviour
 - Visual report designer with dynamic interactivity
 - Improved plot appearance and capabilities
 - Histograms
 - Pie charts
 - Project dashboard for quick status overviews
 - Extensive filtering capabilities in main view
 - One-click sorting of main view columns
 - Fine grained synchronization process give user exact control (Enterprise)
 - Scheduling performance and quality enhancement
 - Convenient what-if scheduling options when editing project properties
 - Resource cost customizable on a per-task basis
 - Material usage for projects
 - Detailed logging capabilities for actual times
 - Easy-to-use time tracking dialog
 - Auxiliary flag properties for projects
 - Organization by department for resources
 - Location assignment for users
 - User renaming
 - Fine grained column visibility permissions assigned per role.
 - User-defined column views
 - Efficient dialogs for editing properties of multiple projects simultaneously.


See release notes for earlier versions.

RUNNING THE APPLICATION

To run the application, simply double-click the shortcut (in Windows, MAC) or run the executable file Intellisys_Project_Desktop in the install directory (Unix, Linux).

Documentation

A User guide is available in PDF and HTML forms in the subfolder of your installation directory called doc. Alternatively you can find documentation at the Intellisys documentation page.

Using the application

The first time the application is run, it creates a default user with ID PMUser and password PMUser, and logs in as the default user. On running the application as indicated above, you will see a Registration Screen asking you to complete registration. Click on OK. A window will appear asking you to complete the online registration process. After filling out the required fields click on OK . A window thanking you for registering will appear and provide information for obtaining the latest product information. On clicking OK the program takes you into the Main Screen. You are logged on as the default user PMUser.
Note: Should you choose to not create any other Users and exit the software, on running the application again you will be automatically returned as user PMUser.

Adding users to the database

Once you are in the application as PMUser (by doing the above) you have the option of adding Users in the application. Choose File from the main menu bar and under the File option you will see Administrative tasks. Click on it and a PMAdmin window will open. Choose the Users tab and you can now add in users by filling out the User ID.  (See the online help from the menu bar if you need further instructions on creating and editing users.)

That's it. Now you can start managing your projects. Be sure to read the QuickTutorial section under Help.

Logging in as a user

If there is only one user in the system, running the application will log you in as this user. If you have created more than one user, then on running the application, a select user window gets displayed, where the user can select the User ID he wishes to log in as.

Upgrading from an earlier version

If you are using an earlier version, and have data created previously by version 2.00 and above, this version (v3_50) will convert and use your existing data. However, once you have started using v3_50, you cannot revert back to the earlier version. The application stores its data in a directory called PMData in the home directory of the user. (The user's home directory varies based on the operating system you are using - please consult your machine's documentation to find the exact location.) As a precaution a backup of the data directory PMData should be taken before upgrading to a new version. If you wish to return to the earlier version after running v3_50, then you will need to restore the PMData directory from backup first.

Where the data is stored

The application stores its data in a directory called PMData located in the user's home directory. Please ensure that this directory is not deleted or damaged, and that no eternal files are stored in this directory, as that may cause the application to malfunction.


Open-source or LGPL licensed software acknowledgement

This product uses a number of open-source or LGPL licensed libraries. Intellisys thanks the creators of these libraries and would like to provide pointers for more information. These are:

WARNING:
INTELLISYS PROJECT DESKTOP IS NOT DESIGNED TO HAVE MULTIPLE INSTANCES RUNNING SIMULTANEOUSLY ON THE SAME COMPUTER. IF YOU HAVE ONE INSTANCE OF INTELLISYS PROJECT DESKTOP RUNNING, DO NOT START ANOTHER INSTANCE UP. DOING SO CAN LEAD TO LOSS OF DATA AND A CORRUPTED INSTALLATION.


Intellisys Project Desktop is a product of Intellisys Inc.