Free, Web Based Project Management with CreativePro Office

CreativePro Office Job Timer

By Jeff May 24, 2007

So, the job timer went live on Tuesday night - late Tuesday night - but a full three days ahead of my anticipated delivery date. I'm hoping it's functionality is fairly straightforward so I won't bore you with a lot of details here. There are controls for timer Start, Stop and Reset. You can select a project and a task, add comments and log the hours to your timesheet once the timer is stopped.

Job timer started.

Starting the job timer

Job timer stopped.

Stopping the job timer

Known Issues

There are a couple of bugs worth noting from the outset. If you stop th timer, the elapsed time will show in the Hours text field. However, if you then navigate to another page or reload the page you're on, the elapsed time will vanish. You can quickly start and stop the timer to bring the elapsed time back but your hours really just need to stay there until you reset the timer. The same thing happens with your selected project/task. Those selections are lost if the page is reloaded.

These are relatively quick fixes but I just don't think I'm going to have time to address them before leaving on vacation for the weekend.

UPDATE: These known issues have been addressed. 

Future Enhancements

1. Integration with the dashboard as a widget - this will also provide integration of the job timer with the Netvibes and Google modules.

2. Port the timer as desktop widgets for Mac and PC and as a Vista sidebar gadget. The gadget will log your time online or offline and synch with your timesheet when an internet connection becomes available.

3. Allow multiple jobs to be timed at once. A couple of users have requested this feature but I'm having trouble figuring out how useful this could be. I mean, I can multi-task with the best of 'em but I can't fully do 3 tasks at a time and feel good about billing the entire time for all three. Anyone seeing something I'm missing here? Please let me know.

I'm also fielding input concerning widget technology. I have to admit that the Yahoo! Widgets platform sounds tempting because it's (in theory) completely cross-platform. The idea of building one widget and deploying on Mac, PC and Vista sounds too good. My concern is the adoption rate of this platform. I don't want to force anyone into downloading Yahoo's widget platform just for a job timer. Any thoughts here?

Another idea I had was building something with Adobe's Apollo platform - but again, there's that whole adoption thing to contend with. So, I'm open to ideas - I'm giving myself one week to field comments and do some research before I decide on a technology so let your voice be heard.

Thanks for reading.

Jeff

 

Invoice Editing Has Some Big Problems

By Jeff May 4, 2007

Bug Update: A new patch was put in place today and it seems, once again, that invoice editing is working as it should.  I'm keeping my fingers crossed.  As always, please let me know if you encounter problems. Thanks for your patience.
The CPO dev team - May 11, 2007

CPO user SebyM was kind enough to alert me to some pretty significant problems with the invoice editing features. Here's what's happening...

  1. A user creates a new invoice - everything works just fine at this step.
  2. The user goes back to edit the invoice.
  3. Invoice edits work fine unless you remove invoice items while simultaneously editing the tax rate.
  4. If you remove items from an invoice while editing, the invoice total is no longer accurate and really can't be changed by the user. Even removing all items and starting from scratch won't give an accurate invoice total.

I've looked into this bug today and found that it's a bit of a monster. There is so much code involved and not all of it is really clean. So, my thought right now is that this will take me through the weekend to fix properly. Until next week, don't plan on doing any serious edits to invoices or you may wind up having to delete them and start over.

Ok, now that the confession is out of the way, I'd like to express a tremendous amount of appreciation to a few bug watchers. Yanick Rochon, Maurer Sebastian and Greg Manset - you guys are terrific! Thanks a million for sticking with CPO and taking time out of your busy day to help me identify problems and suggest great improvements.

CPO has grown much faster than I ever could have imagined and, right now, I'm scrambling a bit to keep up. It's a pleasure to have some users who will graciously point out problems without just giving up and leaving.

Thanks so much, guys. I hope I can do something nice for you one of these days soon.

Thanks for reading.

Jeff

 

 

CreativePro Office Support Forum

By Jeff May 3, 2007

It ain't pretty yet but the support forum is now online. Please go here to post questions about using CPO, report bugs, check up on bug fixes and all that. You can get to the forum from within your CPO account by clicking on the Help! icon in upper-right header menu (below the CPO logo).

Of course, there aren't many active forum members just yet but don't let that keep you from posting. I will do my best to respond to every forum post within a couple of hours.

One last thing, there are several features that need to be added to the forum such as RSS feeds for topics, email notification of post replies, etc.  These features will be added shortly but I wanted to get some kind of framework in place for having conversations around help questions and problems. 

OK, let's move on...

Why do we still need the bug reporting tool?

The bug reporting tool is still around because it's convenient. If you want to alert me of a bug on the page you're viewing, it's much simpler to just enter a description of the bug in the drop-down window than it is to go to the forum and post. If I think the bug description needs to go in the forum for all to see, then I'll copy it there along with a reply.

Bug entry window

Thanks for reading!

Jeff

Searching Your Office

By Jeff Apr 30, 2007

Those of you who have been CPO users for awhile have probably learned to ignore the "search box that does nothing" by now. For a couple of weeks, the Search Your Office feature has been languishing in neglect. No longer! The office search now works so give it a try and let me know what you think.

Office search is available either as a dashboard widget (shown below) or in the right-hand column. Search works identically either place - enter a search term and results will be found from clients, projects, invoices, files, and tasks. Results that are tagged with the search term are listed in their own section because, in theory these should be the most accurate results returned.

CPO dashboard search widget

CreativePro Office Dashboard Search Widget

Another nice feature is the ability to search by tag simply by clicking on a tag in the project, client, or invoice detail views. Clicking a tag, as shown below, automatically opens up the search results box on the right, allowing you to quickly see all office items tagged with the selected word.

Searching by tag on the project detail view

Searching by tag
In the near future, I will provide better search support for files, tasks, team members and project contacts.
Thanks for reading.
Jeff

Introducing Google Homepage, Netvibes Module

By Jeff Apr 29, 2007

I've spent the past two weeks stomping bugs and responding to user requests for better internationalization support in CreativePro Office. These are, shall we say, not the most glamorous tasks in software development - but they are a necessary part of the process. Anyway, as a reward to myself I spent part of the weekend configuring the CPO dashboard widgets to work in the Google and Netvibes homepages. So far, I'm pleased with the results. Both dashboard modules are identical and they give you access to your CPO tasks, projects, invoices, RSS feeds, notes and del.icio.us links. Look for a Pageflakes module soon as well.

Google Homepage Gadget (showing the CPO calendar widget)

 

Google Homepage CreativePro Office Gadget

 

Netvibes Dashboard Module (showing the CPO Project widget)

 

Netvibes Dashboard CreativePro Office Module

 

Adding the gadget and module

There is a new sub-menu item on your CPO dashboard called Export Your Dashboard. Click this link and you will see Add To Netvibes and Add To Google buttons. Simply click a button and follow the instructions. (I'm not entirely sold on the 'Export Your Dashboard' link title so please suggest a title if you wish.)

 

Export your dashboard

Creating the module

Developing the Google Gadget was easy. All you have to do is create a simple XML file that points to an application page formatted to fit nicely within the Gadget window size. The Netvibes module took a little more work but Chris Cant's Netvibes Mini Module made integration with Netvibes a piece of cake. Thanks Chris!

To learn more about developing gadgets or modules, visit the Netvibes Developers Network and the Google Gadgets API Developer Guide.

Thanks for reading.

Jeff

 

Internationalization and CreativePro Office

By Jeff Apr 24, 2007

Several users have kindly alerted me to the fact that CPO really needs to support multiple countries, currencies, time zones and other standard internationalization features.   In retrospect, I knew from the word 'go' that this would be an issue.  No self-respecting developer builds a web app without the rest of the world in mind.  So shame on me for not addressing this issue early on - but I was always too involved in getting the core feature set in place and stable.

So, without further delay, I will begin incorporating other countries, currencies and time zones into CPO within the next 2-3 days.  I've already managed to address some UTF-8 character support issues and there's even some talk of providing the application in Spanish and French by summer. 

If you wish to help with translation into other languages, please give me a holler.  

Thanks for reading.

Jeff 

Why the Tiny, Little Calendar?

By Jeff Apr 20, 2007

Ok, I know the CPO calendar is a little, shall we say, underwhelming. Essentially, it's functionality is ripped right from the Pageflakes calendar widget - it's unobtrusive, and I hope easy to use. But it's small and, currently, there's no "mother calendar" behind it such as one would find with 30 Boxes or Google Calendar or any of the 1000+ web calendars that are available. And that's the point - there are many stellar calendar apps on the web and I just didn't see the benefit in spending 2-3 months creating yet another.

30 Second Overview

Calendar entries are maked as icons in the day that they occur.  There are currently icons for project start dates, meetings, deadlines and general events.  More may come later - for example invoice due, task deadline, etc.  Hovering over an icon gives you a quick view of the details for a given entry.

The CreativePro Office calendar widget

For a more detailed view, click on a day and the entries for that day appear. You may delete entries from this view. 

CreativePro Office calendar widget - event view

Adding an event is quick and simple.   

CreativePro Office calendar widget - add event

I think the calendar widget achieves what I originally wanted which was a quick, at-a-glance, overview of my daily schedule without a lot of clutter.  This widget tends to fail once you get more than 5-6 entries for a given day.  But then, most of the time I have a maximum of three entries and often less than that.

Future Plans

Some of the improvements I intend to make in the next version of the calendar widget are:

  1. iCal and hCalendar support (import and export)
  2. RSS feed of calendar entries
  3. REST integration with some popular web calendars
  4. Ability to designate entries public or personal so your team can share a calendar
  5. Better integration with other CPO features like tasks and invoice dates.

Ultimately, I don't want my users to have to learn the idiosyncrasies of another calendar. I would rather the calendar widget simply act as window to whatever calendar users already enjoy using. However, the stand-alone functionality should be good enough to provide light duty event scheduling.

Thanks for reading.

Jeff

Project Task Dashboard Widget

By Jeff Apr 9, 2007

Most of the features in CPO are built as I need them.  The discomfort with my current work process becomes too great so I sit down and build something to make my life incrementally better.  Same goes for the new CPO task widget.  No doubt you dislike creating daily/weekly task lists from memory as much as I do.  Heck, I CAN'T create task lists from memory anymore...who am I kidding.  

The task widget is designed to show you a two to three week snapshot of your project obligations in one neat little window right on the CreativePro Office dashboard. To use it, start by selecting Tasks from the Widget Menu.

Select task widget

If you have any projects with associated tasks, your widget should look like this...

Task widget

Clicking the task counter link on the right opens a panel to reveal the outstanding taks for that project...

Showing tasks
 
One of my goals for the task widget was to keep things simple and avoid cluttering the dashboard with lots of useless information. So, the widget only displays tasks that are overdue, due in the next 2 weeks or scheduled to start in the next week.  Ideally, the task widget will only show a small window of project responsibilities so you can focus on what's important.

CreativePro Office Revision Log

By Jeff Mar 16, 2007

This revision log has been discontinued. Please see the new revision log in the forums at http://forum.creativeprooffice.com/topic/22/ 

April 29, 2007

Added team member display to project view. Now you can click the Team tab in a project view screen to view the details of team members associated with that project.

April 28, 2007

Created Google Gadget and Netvibes module to display CreativePro Office dashboard widgets within Google Homepage and Netvibes.

April 26, 2007

Implemented UTF-8 support to allow for better extended character set handling.

April 25, 2007

Added internationalization features: countries other than U.S., time zones other than U.S., foreign currencies. To update your currency, time zone or country, click the settings icon  in the upper-right part of the screen.

April 12, 2007

Added tagging to project file uploads. Fixed sort function on project file list. Fixed some bugs in the client entry form. Fixed invoice number increment bug.

April 8, 2007

Completed the dashboard task widget which displays outstanding tasks ordered by project. Learn more about the task widget here .

April 6, 2007

Fixed numerous bugs on the finance reporting page that displays the YTD finance charts. Still more work to be done here.

April 5, 2007

Fixed a bug in the dashboard RSS reader that prevented feeds from being displayed when the widget was opened from the widget menu.

March 17, 2004

Finished the bug reporting tool. Now a user can submit a bug report from anywhere in the application by clicking the  icon in the upper-right system menu.

March 14, 2007

Reworked how RSS feeds are read. Initially, RSS feeds would be read before the dashboard page load when a user logs in. If a user had many feeds, it could take 30 seconds or more before the dashboard would render. I moved the RSS read operation to take place after the dashboard renders. I still don't like how it works but it'll do for now.

March 8, 2007

Added tagging feature to Projects, Clients, Project Files and Invoices.

March 2, 2007

Repaired bugs in user signup process.

March 1, 2007

CreativePro Office beta is officially released.

CreativePro Office and Omnidrive

By Jeff Mar 14, 2007

CreativePro Office has a nice feature that lets you upload files to individual projects and then make certain files visible to your clients. For example, you've just finished 2 Photoshop comps of a brochure for a client. Upload them to the project, make them public and your client can now view the files and comment on them in their client area.

The problem is that this feature is not scaleable right now. CPO currently exists on a shared hosting platform andOmnidrive online storage without venture funding or a solid revenue model, this is the ways it's gonna be for the near future.

For the past few weeks I've been looking around for an online file storage service to integrate with CreativePro Office.  I first looked at Box.net because they are integrated with both Pageflakes and Netvibes .  Box.net provides 1GB with their free plan and they have great API documentation.  However, the API requires that you login to your account at the Box.net website.  That won't work.

Then I found Omnidrive .  They also offer a 1GB free account and their API can be accessed from within CPO - users are authenticated through a REST call.  The only problem I've run into so far is their API docs - they're terrible.  But I'm making some progress and once I get a working prototype, I'll release the PHP API code in a blog post.

Thanks for reading.

Jeff 

CreativePro Office and IE (thanks for your patience)

By Jeff Mar 8, 2007

So I've had a couple of questions recently concerning IE support on CreativePro Office. Currently, the layout breaks in IE 6 and 7 and there are some JavaScript issues with IE as well - surprise, surprise! And CreativePro Office hasn't even been tested on Safari yet.

Yes, I do intend to support both Safari and IE (6 and 7) in the near future. So, what's the holdup? Well first of all, CPO is in beta (some might even say alpha) release which means things are changing and changing daily. Also, when building any web app, I prefer to work exclusively in Firefox as do most folks. Once the layout and JavaScript behaviors are nailed down in FF and I'm happy, then I know how things are supposed to work. I've found that testing in multiple browsers as I develop is a massive waste of time because the testing scenario usually goes something like this:

  1. Build layout in Firefox.
  2. Test layout in IE - find that it breaks.
  3. Fix layout for IE.
  4. Tweak some styles, elements, JavaScript, etc. in Firefox to accommodate changes made for IE.
  5. Test layout in Safari - find that it breaks, though not nearly as bad as IE.
  6. Throw out an entire chunk of the UI or JavaScript code make way for new features.
  7. Go back to #1 and repeat.

So until users are satisfied with a stable release of CPO, plan on using CreativePro Office with Firefox on a Mac or PC. I'm sorry if this presents an inconvenience and look for enhanced browser support some time in May of 2007.

Thanks for reading.

Jeff

 

CreativePro Office Beta Launches...Finally!

By Jeff Mar 1, 2007

OK, here we go. The CreativePro Office beta officially launches today - no more putting it off. I missed my original launch date by 2 months but a lot of good stuff has happened in that time...

  • Tasks and milestones can now be added to projects,
  • Tasks can be viewed as a Gantt chart,
  • Files can be uploaded to projects,
  • Multiple users (employees, contractors, administrators) can now be added to a CPO account,
  • An integrated bug reporting tool has been added,
  • The app was converted to PHP 5 and lots of code was refactored.
There are still some known issues that I intend to address in the next 2 weeks...
  • The client area needs a lot of work. The client area allows your clients to login with credentials that you assign and view their projects, invoices and public project files.
  • Invoice editing has a JavaScript bug that incorrectly calculates the invoice total when tax or shipping is included.
  • The tasks dashboard widget needs to be built.
  • The task Gantt chart feature has some formatting issues.
  • The Office Search feature needs to be completed.
I'm sure there are other bugs that will crop up once some folks begin hammering the app. But that's what this launch is for. I decided that CPO had come to a point where further development really depended on getting some user feedback.

So, if you haven't already Sign Up for a free account and let me know what you think. Your comments and suggestions are always appreciated.

Thanks for reading.

Jeff

Saying Goodbye to Some Great Ideas...For Now

By Jeff Sep 27, 2006

I LOVE building web apps which is why I find myself building CPO in my spare time after work much to the dismay of my wife, Heather. Unfortunately, what often begins in my head as a simple idea turns complex once code starts filling the editor window. So, one month into development, I’m forced to decide which of the many ‘non-negotiable’ features make the cut in the January alpha release. Why release in January? I knew early on that I wanted something, anything in production by the New Year in order to start the feedback process.

Now, the hardcore, dyed-in-the-wool software architects among you might consider this approach odd if not outright amateur. Of course you’re supposed to begin with a release date and a functional spec and never depart from either during the course of development. Ok, I have a release date and my functional specs are around here somewhere on a napkin or sticky note – I think. Normally, I start with one primary app module, let’s say the Invoicing module for CPO. First I need to be able to enter some invoices so other portions of the module can be tested with fake data. Oh, but wait – each invoice is predicated on a project so that means the project module framework should be fleshed out a little bit. Now I’m getting sidetracked. A project may have several team members associated with it – do I build the Team module now or wait ‘till later? Alright, it’s not critical to invoicing so let’s leave it for now. Back to the Invoicing module, I’m now trying to decide between emailing invoices as HTML, PDF’s or a link to an online invoice only. What about entering payment information once the invoice is collected?

My suspicion is that many of you construct web apps in a similar fashion. You begin by creating module ‘skeletons’ and then seeing how they might interact. Once the interactions are known, you think about the most user friendly way to render them. All the while you’re writing code for many modules simultaneously until that magic ‘Aha!’ moment occurs and the app begins coming to life. This sub-species of agile development (some might call it hacking) is best described in a quick read called Getting Real by the folks over at 37 Signals.

With provocative chapter title like Ignore Details Early On, Scale Later and Half, Not Half-Assed, Getting Real is quickly becoming the handbook for rapid application development - certainly among the open source crowd. Heck, you can even read it for free.

So, my task for this evening is to sit down and not get up until I figure out which features are must-have's for the alpha launch. If I can stay focused, the list should be up in a day or so. Thanks for reading.

Jeff


First, Some Introductions

By Jeff Aug 2, 2006

Since 2001, I've run UpStart Productions as a one-person web consulting company. CreativePro Office was born in 2003 in a response to boredom and frustration. Boredom because I was trapped indoors for 3 days during a freezing rain/snowstorm here in Portland, OR. Frustration because, back then, the state of web-based project management tools for small shops or freelance professionals was less than stellar. Oh sure, there were emerging tools like Online Timesheets, Function Fox and a few others than I am probably not aware of. However, at the time these were all single purpose tools ill equipped to handle the complete project management lifecycle. Online Timesheets tracked hours spent on a project, Function Fox provided the invoicing capability. So, for $12 per month one could enter their billable hours into one app and then transfer those hours to a $35 per month app that would then invoice the client. So I get to pay 2 bills just to track and invoice hours? Nuts!

In my perfect world, one app would handle client contacts, project tasks, billable hours, invoicing, expenses, and provide a space for collaboration among the developer, subcontractors and clients. Initial client contact to final project invoice would be handled by one, integrated environment. Oh, and it would be FREE! Not free like “you can send one invoice to one client per month” free, but completely free for all features.

Well, that initial push of creativity saw a very small version of my dream realized. I released an alpha version, received some feedback, tweaked the app to a point where it was usable (to me anyway) and then promptly went on to other projects. July of 2006 saw a major rewrite of the app and January March 1st, 2007 should see a new alpha release. Which features get thrown into the initial release has yet to be determined but a short list will probably include:

January March 2007 Release Features

  1. Client manager and interface
  2. Invoicing
  3. Expense tracker (Removed until polished - or until someone screams for it)
  4. Quotes and estimates (Coming summer '07)
  5. Project and task manager
  6. Comprehesive, 'at-a-glance' executive dashboard
  7. User manager for employees, sub-contractors or other administrators

We'll see how things progress. Thanks for reading!

Jeff