11.3 A walkthrough on Redmine

This section covers the whats & hows on Redmine’s screens.

Description is given for the default setup. In general, all views can be customized to show different fields, extra widgets can be defined by drag & drop.

Note: as the system is feature rich, only the most important capabilities are defined here.

 

Non-interactive  animation 7. - Bitnami Redmine - Setup (←Click here)

Interactive  animation 1. - Simple Redmine Tutorial  

 

 

1. Main screen:

 

Figure 11.1: Main user screen of Redmine, after login

  • Showing all news from public projects

  • Showing links to all public projects

  • Possibility to login to access more information if permission for user is given

 

2. Administration screen

 

Figure 11.2: Main administration screen of Redmine

 

  • Administration screen to fine-tune system settings

  • Manage projects (add/modify/delete, setup hierarchy)

  • Manage users (and groups/modify/delete users and groups, add users to groups)

  • Set rules & permissions for users and user groups

  • Set trackers, issues and their workflow

    • Manage issue types, modify its workflow by setting statuses and per-user permissions to change statuses

  • Custom fields

    • Modify the data scheme of entities, like project/issue/user

  • Settings

    • Miscellaneous settings from date format to notification types

  • Information

    • Version and release information for the used Redmine

 

 

Figure 11.3: Administration screen: all projects settings

 

 Interactive  animation 2. - Custom field

 

  • Settings – (all) Projects overview

    • Tabular view of projects

    • Showing all projects with a permission group given

    • Showing all meta-data set for current view (by default: description, no. Of subprojects, create date action to archive or delete)

    • Projects are clickable, click shows (individual) Project overview

 

Figure 11.4: Administration screen: individual project settings

 

Non-interactive  animation 8. - Redmine - Add sample project (←Click here)

 

  • Settings – (individual) Project overview

Figure 11.5: Administration screen: all users settings

 

  • Settings – (all) Users overview

    • Tabular view of users with username, first and last name, e-mail, role, creation and last connection day and a fast switch for locking

    • Users are clickable, click shows (individual) User overview UI

 

Figure 11.6: Administration screen: individual user settings

  • Settings – (individual) User overview

    • Shows all above meta data and extra fields’ content – if any – added to the user entity

    • Admin can manage users on this screen (edit fields, delete user)

Figure 11.7: Administration screen: all roles settings

  • Settings – (all) Roles overview

    • Tabular view of roles

    • Role management: add and delete role

    • Roles are clickable, click shows (individual) Role overview

Figure 11.8: Administration screen: individual user settings

 

Non-interactive  animation 9. - Redmine - Roles (←Click here)

 

Non-interactive  animation 10. - Redmine - Add users (←Click here)

 

  • Settings – (individual) Role overview

    • Checkboxes of permissions for a specific role; wide set of features

      • E.g.:

        • “Role can add work time to time log”

        • “Role can add a specific issue type”

        • “Role can only view and not edit a specific issue type”

 

Figure 11.9: Administration screen: all trackers settings

 

  • Settings - (all) Trackers overview

    • Tabular view of Trackers (issue types)

    • Tracker management: add and delete trackers

    • Trackers are clickable, click shows (individual) Tracker overview

Figure 11.10: Administration screen: individual tracker settings

 

Non-interactive  animation 11. - Redmine - Statuses (←Click here)

  • Settings - (individual) Tracker overview

    • Shows all above meta data and extra fields’ content – if any – added to the tracker entity

    • Set if issues of a tracker should be shown in activity log and road-map

 

3. Project views

Figure 11.11: Project settings

 

  • Project – Settings

    • Fine tuning settings on a project basis

    • Editing all default and additional fields for a project

    • Enabling and disabling modules on a project basis (E.g. Agile module – if installed)

    • Managing project members

 Interactive  animation 3. - Members, cost, deadline

    • Wiki settings

Non-interactive  animation 12. - Redmine - Wiki - New wiki page, side bar (←Click here)


Non-interactive  animation 13. - Redmine - Wiki - Hyperlinking, text formatting (←Click here)

    • Repository settings

 

Figure 11.12: Project overview

  • Project – Overview

    • Shows basic information on the number of open / closed issues

    • Shows project members

    • Reports spent time on a project

    • Easy access to all important features: activity log, issues, news, documents, files, repositories, creation of a new issue

    • Easy customization of the UI by Drag & Drop new module definition

 

Figure 11.13: Project activity list

  • Project – Activity

    • List view of dates and changes on a specific project

    • Filtering for various activity types

    • Possibility to export to printable formats

Figure 11.14: Project: all tickets list

  • Project – (all) Tickets

    • Tabular view for all project issues

    • View can be customized and filtered according to the needs

    • Default showing Issue #No, Tracker Type, Priority, Subject, Assigned To and Updated date fields

    • All meta-data of specific ticket is clickable, except of “Assigned to”, links are navigating to the (individual) Ticket page

 

Figure 11.15: Ticket overview

  • Project – (individual) Ticket

    • Detailed view of an issue, showing all default and additional fields

    • Thorough history in list view

      • Who made a change on which field of a specific issue

    • Commenting possibility with WYSYWIG text field for ticket

 

Figure 11.16: Project Gantt chart

  • Project – Gantt

    • Interactive Gantt chart showing all issues of a project on a hierarchical basis

    • Shows completion and calculates ideal completion to date ratio (red and green bars if ahead or behind the schedule)

      • Based on Completion percentage field

    • On-mouse over: more fields of the issue is shown in a pop-up

    • Issues are clickable, the link takes to (individual) Ticket page

    • Possibility to export to printable formats

 

 Interactive  animation 4. - Planning + Gantt chart

 

Figure 11.17: Project Calendar

  • Project – Calendar

    • Showing all issues’ start date and deadline in a monthly calendar

    • Issues are clickable, the link takes to (individual) Ticket page

    • Possibility to export to printable formats

Figure 11.18: Project: add an issue

 

  • Project & Issue – Add work hours

    • Logging time is possible on a per-issue basis

    • Add date, time taken, comment

Figure 11.19: Project time report

  • Project(s) – Time report

    • Various views and settings to filter for Trackers, Users, Groups, Projects, Date & timeframes

    • Get a custom time report on resources spent per each project

 

 Interactive  animation 5. - Spent time + report