hitsoft / redmine_cmi

CMI is a Redmine plugin to have a summarized view of the projects. It calculates and shows with graphics different metrics as actual effort, cost, progress or deviation from the goals of the projects.

CMI Plugin <img src=“https://secure.travis-ci.org/Emergya/redmine_cmi.png?branch=master” alt=“Build Status” />¶ ↑

CMI is a Redmine plugin to have a summary of projects’ management metrics. It calculates and shows with graphs different metrics, such as actual effort, cost, progress or deviation from the goals of the projects.

NOTE: CMI stands for ‘Cuadro de Mando Integral’ with is Spanish name for a Central Panel of Management.

Features¶ ↑

• CMI lets you see the current picture of each project and the global one.

• It makes calculations for you about progress, deviation from the initial goals and so.

• CMI is used by real companies like Emergya for doing the quality proyect’s management for CMMI certificate.

Getting the plugin¶ ↑

A copy of the plugin can be found in the downloads section at Cenatic Forge and also on Github. A mirror of the project repository is also available in Gitorious.

Install¶ ↑

Important note: read install notes before installing.

1. Make sure you have installed the Redmine version 1.0.0 or higher.

2. Follow the Redmine plugin installation steps at: www.redmine.org/wiki/redmine/Plugins.

3. Edit the following files:

   • config/defaults.yml Translate perfil (profile) to your language. The cmi:create_data task creates a user custom field with this name.

   • db/fixtures/history_profiles_costs.csv Hourly cost of each profile (by year). The cmi:load_role_costs_history loads the information from this file to the database.

   • db/fixtures/history_user_profiles.csv Historic user profile evolution: which user had which profile at a point in time? The cmi:load_user_role_history loads the information from this file to the database.

4. Install the plugin running the commands below from your Redmine directory (if you are going to run Redmine in, e.g. the production environment, you need to append RAILS_ENV=production to each line). The last one is only needed if you are upgrading from CMI 0.9.4.1 or lower:

   rake db:migrate:plugin NAME=redmine_cmi
   rake cmi:create_data
   rake cmi:load_role_costs_history
   rake cmi:load_user_role_history
   rake cmi:recalculate_costs
   rake cmi:migrate

5. Restart your Redmine web servers (e.g. mongrel, thin, mod_rails).

6. Login to your Redmine install as an Administrator.

7. Under admininstration, custom fields, users, edit the perfil (profile) custom field and change the possible values according to the values you used to edit the files in step 3.

8. Configure the plugin under administration, plugins.

9. Enable the permissions for your Roles.

Install notes¶ ↑

The plugin needs one custom field to work. This field is created by the rake task cmi:create_data, based on the configuration in config/defaults.yml, but there is no automated way to remove it.

It is, thus, advisable to do a database backup before trying the plugin.

Uninstall¶ ↑

As stated above, you’ll have to manually remove the created custom field and values.

The plugin also makes some database schema changes wich you should revert. Stop the server and in redmine’s directory run (if you are running Redmine in, e.g. the production environment, you need to append RAILS_ENV=production):

rake db:migrate:plugin NAME=redmine_cmi VERSION=0

After this you can remove the plugin’s directory (vendor/plugins/redmine_cmi) and restart the server.

Usage¶ ↑

See the wiki.

License¶ ↑

This plugin is licensed under the GNU GPL v2. See LICENSE.txt for details.

Project help¶ ↑

If you need help you can contact the developers at cmi-devel AT lists.morfeo-project DOT org.