Software as a Service (SaaS) FAQ

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• What kind of support for configuration do you offer when start using Saas?
• We currently using EXCEL/(other tool) to manage our projects. Is there a way to import this existing data to po?
• How can templates for­ Financial Documents be adjusted to our Corporate Design ?
• How to Update Your C­ompany Logo?­

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• For additional FAQ's please see: ­http://www.project-open.com/en/services/project-open-hosting-saas.html#faq
  

What kind of support for configuration do you offer when start using Saas?

In case your chosen package does not include any monthly support or in case you do need additional support ]po[ offers a range of services, such as training sessions, configuration support and legacy data import. For additional information please inquire using our contact form. As a SaaS client you'll receive a 10% rebate on our regular prices.

In case you have already used ]po[ in a local environment, additional support might not be necessary. For beginners we recommend contracting at least some 4-6 support hours to streamline the initial phase. Support can be provided by email, chat or by telephone. 

We currently using EXCEL/(other tool) to manage our projects. Is there a way to import this existing data to po?

Importing legacy data into a new ]po[ SaaS instance of ]po[ is possible. Please inquire for a detailed quote and tell us about quantity structure, data to be imported (customers, users, projects) and their attributes (Name, email, ...Project Name, Project Nr., ...., etc.).   

How can templates for Financ­ial Documents be adjusted to our Corporate Design

]project-open[ comes with generic pre-configured financial document templates.  Financial documents refer to invoices, provider bills, delivery notes, quotes, etc.  Adapting the template to reflect your corporate design (CD) requires some basic knowledge of HTML and CSS and an HTML editor program (Dreamweaver, FrontPage, etc.).  After completing these steps, all financial document template forms in the system will reflect the changes you have made in this customization.

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   1. Login to your ]project-open[ server and navigate to your internal company page.  If you have not changed it, the default company id should be '8720'.  
      ­http://[YOUR_SERVER]/intranet/companies/view?company_id=8720
       
   2. On this page, find the company Filestorage, which is located towards the bottom by default.  You'll find a folder named "template_logo".

   3. Download your template (right mouse click "save as") and perform all changes necessary using a local text/HTML editor.

   4. When finishe­d, upload the template to the same location and verify your changes by pre-viewing any financial document.

How to Update Your Company Logo?

In order to have your company logo shown on the top left corner of your application and in your templates, please proceed as follows:

1.  Make sure that your logo is either in format jpg/png/gif and is named logo.gif/logo.png/logo.gif
   
   
2. Login to your ]project-open[ server and navigate to your internal company page. 
   http://[YOUR_SERVER]/intranet/companies/view?company_id=8720
   
   
3. Go to your Company File Storage, navigate to the sub-directory 'template_logo' and upload your logo. You will overwrite the default ]project-open[ logo files located in this folder with your own logo.
   
   
4. Adjust parameter 'SystemLogo' on page  http://[YOUR_SERVER]/intranet/admin/parameters/ accordingly so that it fits your logo file type.
   Example: In case you uploaded 'logo.jpg' the value of  'SystemLogo' would need to be changed to  '/logo.jpg' (without single quotes)

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