# Collaboration

## Voting management

ProjeQtOr gives users the possibility to vote on tickets, activities, change requests or requirements. The voting functionality is a module and will need to be enabled through module management in order to be used.

To make an item votable you must create some use rules. The principle is to assign points to users so that they can vote on a particular item.

Vote on tickets and vote on element

### Voting attribution rule

Points are assigned to a client and his contacts or to a user. It is possible to assign fixed points or to assign points at a given frequency.

The user can use his own points or the points of the customer he belongs to as a contact.

The allocation is recalculated when the user logs in, for himself and for the client to which he belongs. The calculation is based on the last date of assignment of voting points.

Voting attribution rules screen

On the voting rules screen click on to create a new rule.

Fill in one of the voting elements. If the field is left empty, then the attribution will concern all the voting elements at the same time.

Fill in a value (number of points) to give to the user. You give a well-defined number of points that will not change. To reassign points, you must recreate a new attribution rule.

You give a number of points which will increment at regular intervals.

Every day, every week, every month or every year, the user will receive the number of points entered.

#### Attribution

On the client or user screen, in the Voting attribution section you add the rules created beforehand.

Click to add a rule.

The pop-up opens and you can choose the rule(s) that suits your needs.

Voting attribution pop-up

The information is retrieved automatically from the allocation rule and the history of points spent.

You will be able to follow the evolution of your points directly on the customer or user screen.

### Voting use rule

To be able to vote, it is necessary to create rules for the use of votes.

How the user will and can use their points, on what element and how to convert and equate points to workload days.

Click on to create a new rule

The project is not mandatory. If it is filled in then the points will only be usable on the elements of this project.

The voter can vote without having the rights to update the item, just with “read” rights on the element and a certain number of points.

The voter can withdraw his points from one element to put them on another.

#### Blocking status

At a stage (status to be defined), the element can be blocked: the points can no longer be edited or deleted.

#### conversion of points

Conversion ratio of estimated work into number of points.

For example with a ratio of 2, a ticket with 1.5 estimated work will have target points of 3.0

#### Fix value

The fixed value is only filled in if the assignment rule linked to the usage rule is filled in as a fixed value.

#### Maximum points per vote

You can set a maximum number of points to spend on a votable item.

If you set this value, you will never be able to spend more than this value on the item.

#### Downvoting capacity

The voter can vote negative. This is a good way to show your disinterest or a way of mentioning that you don’t like the general idea of the element.

### Vote

When a voteable item is defined, the voting attribution table is available on the respective screens of the items.

Voting section

The target value is populated only if you have estimated work on the item.

Estimated work on tickets and requirements and validated workload on activities.

See: Dates and duration

Tip

Convertion

TargetValue = ceil (plannedWork * workPointConvertionRate)

If work = 0,5j | rate = 3 –> points = 2

There is no decimal value. Round up to the next whole.

If work = 5j | rate = 2 –> points = 10

Click on the vote button to access the voting pop-up.

Voting pop-up

Fill in the number of points you want to use for this vote.

You can see:

> Limit per vote

> indicates the maximum number of points you can use for voting this item.

> Own vote

> The user uses his points in his own name.

> Client vote

> The user uses the points attached to the customer as a contact.

> Left points

> Indicates your remaining number of points for the user and for the customer.

> Comment

> The comments are added as note on the item page.

When a user/customer has voted, a tracking table allows you to see who has voted and how many points have been scored.

The rate indicates the percentage of progress for the vote of the element according to the target value and the number of votes.

On the Kanban this percentage is reflected by the color filling of the vote icon.

To modify or delete your vote, click on the edit vote button. Leave the field empty or fill in 0 to cancel your vote.

### Voting follow-up

The area at the top of the screen allows you to view the allocation rules that are linked to you.

The area at the bottom of the screen allows you to see the voted items, sorted by descending % of votes.

Voting follow up screen

Filters make it possible to restrict the view of the elements and to sort them.

Click to display the item detail in a pop-up.

Click to view or add a note.

Click to display the voting table.

Click on the voteable item’s ID to go to the item’s screen.

On this screen, a project manager (rights to be defined) can modify the target version and the status of one or more elements.

### Voting Attribution follow-up

The vote attribution follow-up screen allows you to view the elements voted by a user.

- Username

- Name of the client if he is the latter’s contact.

- The attribution rule linked to it.

- The element affected by the assignment rule.

- The status

- The target version

- The project if it has been informed about the rule of use linked to the element.

- The points acquired, spent and remaining

Voting attribution fllow-up screen

Several filters allow you to restrict the display by user, client and/or element.

### Vote on element

It is possible to vote on tickets, change request anbd requirements.

In the detail tab of each element, find the voting section. The target value, current value, number of votes and fill rate are displayed.

Click on the vote button to assign a vote on the selected item.

Voting Section

In the voting window, several pieces of information such as the maximum point limit of the vote that you can use on the vote of the item in question.

Your personal vote which is not necessarily identical to the maximum points that you can award.

And finally the number of points that you have left to spend in the period of use set upstream in the rules for awarding and using votes.

Voting pop-up

See also

Voting attribution rule

Voting use rule

Once you have validated your vote, if the specific access dedicated to voting have been activated, a table appears to display the names of the voters and the points that each of them has assigned to the element.

If several people have voted, the cumulative number of their points is displayed in the current value.

You continue to see the number of your points already assigned, directly in the vote button or in the table if you have the right to see it.

In the specific access, if the display of the table is deactivated, you can display at least the names of the voters.

In any case, the names of the voters and the points they have assigned are necessarily displayed in the table.

Voting table