Installation
- Copy the module into the /sites/all/modules directory of your Drupal installation.
(Multisite installations may wish to use a different directory - see http://drupal.org/node/53705) - Enable Project Management (and whatever submodules of Project Management that you wish), by visiting http://example.com/admin/build/modules. You will (almost) always need 'Project Management' and 'Project Management Organization'.
- To enable the pdf invoice feature, you must separately install the tcpdf library (http://www.tcpdf.org). The install directory can be set at /admin/config/pm/invoice. If you do not install the tcpdf library, Project Management will still work, but you will not be able to view pdf versions of invoices.
Configuration
- Set up permissions: Initially, it is recommended that you allow full access for your administrative role, and allow more once you are familiar with the system.
- Configure PM Settings: There are a number of settings forms linked from http://example.com/admin/config/pm. After installation, you should visit these pages and choose settings appropriate for you.
- PM Home: The "home" page for the Project Management module, http://example.com/pm, provides a handy launchpad for managing your Project Management configuration. From here, you can manage all PM content types.
- Create Organizations, Teams, People: Add these base information types first to get started managing your projects.