4. Cerebro client module

4.1. Login and user profile

4.1.1. Log in

In Cerebro, user credentials are represented by login/password combination, which should be typed into login screen.

_images/cerebro_login_window.png

This procedure is required for the very first time a user logs into the system. To simplify the subsequent authorization procedures, identification data can be saved by using Save password checkbox.

Besides you can use automated login (Auto Login checkbox) to save your credentials - using this mode login window is skipped, and Cerebro logs in using last credentials used.

4.1.2. Creating a new universe

New account and demo universe… button is used to create a new universe (see section “Universe and account creation”).

4.1.3. Password recovery

If you have forgotten your credentials, you can use Forgot username or password button. After it’s pressed, it will open up a new window:

_images/cerebro_recover_password.png

To generate a new password for your account, please enter your registration email address and an email will be automatically sent with a new identity. In principle in this way you can recover passwords for other users and e- mail addresses that you know.

4.1.4. Connection options

In the Cerebro login window you can use Connection parameters… button and the associated drop-down list for setting various configurations used to connect to Cerebro.

You can choose any previously saved preset from the drop-down list, or click Connection settings… directly and manually adjust needed parameters:

_images/cerebro_connection_options.png

This window also has a dropdown list with the names of the existing presets, as well as buttons to add / remove items from the list.

Each connection set contains following settings:

  • proxy

    If your company has access to the Internet through a proxy server, you will need to check Use SOCKS proxy server and fill in the identification information for the corresponding host.

  • connection to Cerebro database

    To gain access to the data on the universe, projects, users, etc. a remote database needs to be connected to the Cerebro client module. The parameters of this connection (host, port number, and database name) are used in Database group entries.

  • File Storage (Cargador)

    Cargador service is used to transfer files between Cerebro clients through file server (send/receive file attachments, sketches, media, etc.). Default setting is automatic choice between local file allocation and connection to remote Cargador in your local area network.

4.1.5. User profile

After logging into Cerebro you can always change the settings for your account. Click Cerebro / My Profile… item in the main menu.

_images/cerebro_profile.png

A window pops up, in which you can see parameters assigned to your account when it was created (see section “Universe and account creation”). Using this window you can also delete the user from one or more universes (Delete from the universe… button) or change your password Change Password… button).

Personal user data, such as e-mail, phone, ICQ/Skype is hidden from all users except universe administrators by default (as administrators have User Management permission). For the colleagues to see this data, the user must check “Open personal information for colleagues”.

Note

If you open up your personal data for your colleagues, it will be available only to people who can see you according to visibility settings (see “Who sees who”).

Profile Settings window allows you to configure alerts for various events (e-mail notification settings). You can configure notification delivery interval for automatic e-mail notifications and lifetime of followed tasks (see section “Personal task lists”).

4.1.6. Ключи командной строки

При запуске клиентского модуля Cerebro можно через командную строку передать в него следующие параметры:

  • URL (по умолчанию) – в качестве параметра по умолчанию через командную строку передается URL задачи в Cerebro, на которую система должна перейти сразу после запуска (подробнее см. раздел “Cerebro internal task URL system”).
  • --admin – при указании данного ключа сразу после запуска Cerebro должно открыться окно административной панели (подробнее см. раздел “Cerebro Administrator Panel”).
  • --keep – ключ для запуска нескольких экземпляров клиентского модуля одновременно, по умолчанию запускается только один экземпляр Cerebro.
  • --suicide – ключ, предназначенный для закрытия всех запущенных экземпляров программы, новый экземпляр не запускается.
  • --killbrother – данный ключ позволяет запустить новый экземпляр клиентского модуля Cerebro, одновременно закрывая все остальные запущенные экземпляры.

При запуске утилиты Mirada (см. раздел “Mirada Utility”) вы также можете передать некоторые полезные ключи через командную строку:

  • File/Playlist (по умолчанию) – в качестве параметра по умолчанию через командную строку передается имя медиафайла или списка воспроизведения, который будет загружен в Mirada сразу после запуска.
  • --mode <режим> – данный ключ позволяет указать один из режимов запуска:
    • new (по умолчанию) – запустить новый экземпляр Mirada и открыть в нем файл/плейлист;
    • add – добавить открываемый файл/плейлист в конец списка воспроизведения запущенной Mirada;
    • compare – добавить переданный файл в качестве версии для сравнения в плейлист запущенной Mirada;
    • thumb – (скрытый режим) генерация эскизов для переданного файла.

4.2. Main program window

After you launch Cerebro and authorize properly, a main Cerebro window will open. Cerebro client module provides flexible UI customization .

_images/cerebro_main_window.png

The main window is arranged using docking window technology, making it easy to change the look and position for floating windows (dock widgets) to configure your workspace as you see fit. All floating areas that can be shown/hidden in the main window are shown in View menu.

Many commands can be performed by using hotkeys . Hotkey combinations are shown for the respective items in the main and context menus.

Main Cerebro window has tools to navigate through project trees, view and write forum messages, search for required information. Some of them are:

  • main menu;
  • toolbars;
  • project navigator;
  • message board (forum);
  • windows custom lists (Inbox *, *To Do list);
  • task properties;
  • search;
  • Gantt chart;
  • calendar.

Docking windows technology allows to move and pin these elements inside the main window in various ways, organizing your workspace. By default, browser, personal lists and search share area on the left side of the main window, and you can switch between them by clicking on tabs at the top of the window. Similarly organized are forum tab, task properties tab, Gantt chart and a calendar, on the right side of the main window.

4.3. Toolbars

At the top of the main Cerebro window is the main tool bar. It is always present in the box and is in a fixed position.

_images/cerebro_toolbar_url.png

It contains following elements (from left to right):

  • Indicate critical issues - it flags those tasks which have issues with their critical parameters (time management or budget);
  • button Show completed tasks – hides/shows tasks that have been completed in the navigator window (the progress of execution 100%);
  • event indication button (“lightbulb”) - indicates new events (unread messages) in your account and allows to quickly jump to them;
  • Refresh button – used to refresh Cerebro windows’ contents;
  • Back, Forward and Top buttons and the URL input field are used to navigate Cerebro URLs (see the section “Cerebro internal task URL system”);
  • Cargador indicator – shows current status of Cargador service (connection to the server, progress of current downloads, issues with access) and opens Cargador log window when pressed.

Toolbars can be hidden/shown using the main menu and moved to the either side of the window.

4.3.1. Task tools

This toolbar duplicates Navigator’s context menu items.

_images/cerebro_toolbar_tools.png

It contains following buttons:

  • New task - used to create a new task;
  • Task Properties - edit task properties in a new window;
  • Delete - used to delete / restore task;
  • Cut task - “removes” selected task to paste it;
  • Copy task - copies the selected task;
  • Insert the task - pastes the previously copied/cut task;
  • Special Paste - allows you to explicitly choose task attributes to move / copy along with task;
  • Mark task as done - flags / unflags current task as Complete;
  • Notifications On/Off - flags / unflags current task as being of interest to user;
  • Subscribe - put the current task into user’s Inbox tab;
  • Replicate tasks - create one or more duplicates of the selected task;
  • Select task(s) for linking - marks current task for subsequent linking;
  • Link - links current and marked tasks (more on the links between tasks, see “Linking tasks”).

4.3.2. Administrator panel

This toolbar duplicates the main menu command Tools/Wizards that are used to create different project entities.

_images/cerebro_toolbar_admin.png

It contains following buttons:

  • New project - create a new project and configure its properties;
  • New user - setting up a new user account;
  • New material resource - setting a new material resource;
  • New group - create user groups and add users to it;
  • New activity - create a new activity and assign it to the users;
  • New tag - create a new tag, and assign it to the project;
  • New file storage - set up a new file storage system;
  • Getting started wizard – calling the assistant of first steps (see “Initial configuration”);
  • Administrator - open the Cerebro admin panel (see “Cerebro Administrator Panel”).

4.3.3. Python debug toolbar

This toolbar is designed for testing and debugging additional Python-modules (by default, this panel is hidden).

_images/cerebro_toolbar_python.png

It contains following buttons:

  • Forced Python restart - completely resets Python and all modules without restarting the application;
  • Call the test event - generates the test event twice to check event system;
  • Automatic module reload - Python modules will be completely reloaded each time they are accessed (slows down the application);
  • Python Console - opens the console output information from Python-modules (intended for Windows only).

4.4. Navigator

The navigator window contains a list of projects and tasks that are visible to the user, lets you navigate task tree and work with tasks and subtasks. There are three task display modes:

  • Panel - tasks of different levels are located in several separate panels;
  • Folder - displays currently selected task’s contents, possible to move up or down a level;
  • Tree - a tree of sub-tasks displaying the structure of the projects.

Description of Navigator icons:

_images/navigator_task_folder.png

– tasks that have subtasks;

_images/navigator_folder_script.png

– tasks that have subtasks and forum with at least one message;

_images/navigator_task_script.png

– tasks that do not have subtasks, but have forum instead;

_images/navigator_task_empty.png

– empty tasks that do not contain sub-tasks and messages;

_images/navigator_lightbulb.png

– indicates unread message in a task of interest.

If the task icon is colored instead of monochrome, it means you have interest in this task.

Navigator toolbar is located in its upper part:

_images/cerebro_navigator_tools.png

It contains following buttons:

  • task display mode toggle;
  • thumbnail display mode toggle - Choose between first, middle or last frame of either oldest or newest media file in forum.
  • slider that controls thumbnail size;
  • column visibility toggle button for task parameters;
  • user tag visibility toggle button;
  • task filter button (see “Task filter”);
  • task highlight configuration button, that allows you to select type of highlighting: by activity, status or priority;
  • Spreadsheet export button.

Navigator context menu is accessed by pressing right mouse button on the selected task in the list. It duplicates most of task toolbar commands described in the “Task tools”.

Additionally, it contains Find button, which acts as a quick search, filtering tasks by name.

Spreadsheet export button is also duplicated in context menu.

4.4.1. Task filter

You can configure task filter in the navigator window and in To Do List and Inbox lists (see section “Personal task lists”). Each of these windows has its own independent task filter with following options:

  • Universe – only for users who are members of several universes;
  • task start time;
  • task progress;
  • statuses for which tasks are shown;
  • activities for which tasks are shown.

By pressing Task Filter button on Navigator toolbat, a pop-up window will open.

_images/cerebro_task_filter.png

Task filter updates interactively i.e. any changes immediately update task list.

Status of filter (on/off) is showh in Navigator like this.

  • If any kind of filtering is activated, toolbar icon will change color.
  • If some tasks were filtered out, an indicator will pop up at the bottom of Cerebro window. Clicking it will open Filter configuration.

4.5. Forum

Forum window displays the message board related to the selected task in the Navigator. It also has a toolbar at the top:

_images/cerebro_forum_tools.png

This toolbar contains thumbnail controls, which act like Navigator toolbar thumbnail controls - thumbnail toggle button and thumbnail size slider.

Also there are:

  • Reply button for posting in a forum. It is used to create a message of the following type (definition, review, report, note,client review), which is determined by type of last forum message (although user can explicitly set needed status, if it should be different from default).
  • The Start work button is used to move current task into In progress status and start the timer on it as well.
  • Drop-down list that shows current status of the task, and is used to change it;
  • Message order toggle - in chronological order or by dependencies between tasks.
  • Font size control buttons.
  • Shrink all and Expand all buttons to collapse/expand all forum posts at once.

Using context menu you can access all commands for editing/deleting messages, and also some additional commands.

_images/cerebro_forum_menu.png

Copy the URL * and *Copy the URL as http are used to place link for message in the clipboard (for more details about URL, see “Cerebro internal task URL system”) in desired format (html or cerebro).

When you create a new message or edit an existing one, the editor window appears:

_images/cerebro_new_report.png

It contains text formatting tools, textbox and files attached to the message.

Note

Before posting a message you can change its type by using Type drop-down list above textbox.

The right vertical toolbar contains attachment manipulation buttons. Using them you can add one or several files (creating the archive beforehand), add links to the files, insert the clipboard contents as an attachment, delete a file or add a comment to it.

At the top the Go to message button is located , which synchronizes the task list in the navigator and tape posts forum, setting them in a position where there will be an editable message.

Next to the Send button there is Visible for clients toggle, which specifies which messages are visible to customers of your company - if they do not want to see the entire work process, and are only interested in certain key posts.

There’s also a drop-down list at the bottom of window, that allows you to select status that will be given to task after your message will be posted.

Other elements of the editing window may vary depending on the type of message created, such as when writing a report, be sure to specify the number of hours spent on the job (from the Hours drop-down box), a Quote button might appear, if you’re quoting someone.

4.6. Cerebro internal task URL system

As was already mentioned, Cerebro has its own internal URL system, that is used to identify tasks and messages in the forum. In general, the URL looks like:

<схема>:/<путь>/<задача>?<параметр>=<значение>...
Например:
    cerebro:/Scene_01/Subtask one/1. Keying?tid=2139502&eid=2139503

There are following elements in the URL bar:

  • scheme - the designated scheme, “cerebro:” prefix;
  • path - name of the parent tasks, starting with the name of the project (root), separated by the symbol “/”;
  • task name which is identified by the URL;
  • a message identification code can be added as a part of path to certain message in the forum.

A path to currently selected task is always displayed at the top of main Cerebro window in the toolbar. You can paste copied URL there to jump to needed task/message.

To get URL of required message, select Copy URL in the context menu in the forum - path to the message will be copied to the clipboard.

Copy URL as HTML is used for the same purpose, but it behaves slightly differntly:

https://cerebrohq.com/cr_astro.php?tid=2139502&eid=2140119&protocol=cerebro&url=/Scene_01/Subtask%20one/1.%20Keying

This URL contains coded internal Cerebro address. It should be pasted to the browser. If your PC has Cerebro installed, you can open those URLs after you receive them through messenger or e-mail. Cerebro application will be launched automatically, and will be opened on needed message.

4.7. Personal task lists

Cerebro system has two personal task lists for each user.

4.7.1. Inbox list

One of them - is the list of tasks that are interesting for the user, tasks he needs to follow during the workflow (the creation of subtasks and forum messages) The list of interesting tasks is generated either manually by user or automatically by Cerebro.

To manually add a task (including all its sub-tasks) to the Inbox list, use the Subscribe button of the Navigator context menu or the corresponding button on the toolbar (see “Task tools”). You can notice that icon in the mod Navigator column in front of the required task will turn from grayscale to colored (this indicates that these tasks require your attention).

A task gets marked as “interesting in following cases:

  • user has been assigned to the task as responsible;
  • user left a message in the task forum;
  • a task was changed in a way that user needs to be notified about due to subscription (for details, see “Projects”).

A current list of interesting tasks can be found in the main Cerebro window (by default it is one of the tabs in the left panel)

_images/cerebro_interest.png

This list has tasks that were tagged interesting by one of the above methods, unread items displayed in bold. Interesting tasks can accumulate infinitely, so this list is purged of outdated and old tasks automatically.

First button on the toolbar (which includes a drop-down list) allows you to do the following:

  • remove selected tasks from list;
  • remove read tasks from list;
  • mark all elements in list as read.

Next button toggles filtering by Favorite tasks. You can mark a task as Favorite by right-clicking on it and selecting Add to favorite in context menu, or use a corresponding button on the toolbar (“Task tools”).

Third button on the toolbar is used to show a tree of tasks containing only tasks you are interested in. It shows amount of new points of interest in those tasks, and also allows you to do a quick filtering on a location of a selected task - just select needed project or its branch in the list.

Other buttons are equal to corresponding buttons on Navigator Toolbar (см. раздел “Navigator”).

4.7.2. To Do list

The list of assigned tasks for the current user is also shown in the main window of Cerebro (by default this tab in the left side of the window, next to Inbox list). It is very similar to the list of interesting tasks, with a few differences.

This list contains all of the tasks in which the user is assigned as an executive. In contrast to the Inbox list items can’t be deleted due to expiration date.

The toolbar is similar to the navigator panel, but has a special button to view tasks assigned to a certain user:

_images/cerebro_assigned.png

In this mode, you can narrow down your list of known users by group and by activity, and then, by selecting the right person, see his list of tasks.

There’s also a button to generate the iCal URL, which you can use to add your tasks to your personal calendar (Google Calendar for example).

Third button, which is called Folder tree is identical to the same button at Inbox tab. All the other buttons are similar to Navigator’s buttons (“Navigator”).

4.8. Task properties

As mentioned, when you create a new task, you can set its properties (see “Creating subtasks and assigning executants”). You can access task properties tab at the right side of Cerebro at any time. This tab can also be accessed by selecting View/properties of the task from context menu (or by Alt+P hotkey).

There are buttons switches that determine which task parameters are visible and can be customizable in the window at the top of the window:

_images/cerebro_task_properties.png

Basic task attributes

The first group is used to view and modify basic task attributes, such as:

  • Task name

  • Order is a task attribute that is used for manual arrangement of tasks (e. g. in order of execution). You can change it either in Task Properties with arrow buttons, or by dragging it with mouse in Navigator tab. To do the latter, you need all tasks to be sorted by Order column. Gantt charts have tasks always sorted by Order attribute (“Gantt chart”).

  • Task status (see section “Task statuses”).

    In Navigator window and other lists, tasks are represented this way:

    • current task status is shown for tasks of lowest level in their “status” column, highlighted by color that is set in status properties.
    • for container tasks in case its subtasks have different statuses, “status” column shows colored linear diagram, where length of a certain color bar is proportional to amount of corresponding subtask statuses.
    _images/admin_statuses_column.png

    If you hover your mouse cursor over diagram in “status” column in Navigator or any other list, a pop-up with detailed descriptions on subtask statuses will show).

  • Activities (for more information, check out “Activities”).

  • Task priority.

  • Control buttons of the task status:

    • mark task as an event;
    • lock task forum.

Created/Modified information

Next group contains “Created/Modified” information with users responsible for it.

Task progress

Next there is manual task progress controls. They can be defined in 3 ways:

  • progress is off by the lock button (to the left of the slider), with its value calculated by the system based on the progress of subtasks;
  • progress is on and is in the range of 1 to 99;
  • task marked as done by using “Mark the task as done” element from context menu.

Time parameters for the task

Further, there is a planned task time group. This group has Pin button that allows you to set planned hours for the task (ON). When it’s OFF, then planned time is calculated automatically accirting to subtasks time.

Then, there’s starting/finishing time element group. It also has Pin buttons.

In addition to aforementioned controls, this group also has information fields that show data, such as:

  • planned calendar day amount (may be a fractional value);
  • sum of declared hours in employees’ reports in task forum;
  • sum of approved hours in employees’ reports in task forum;

Budgeting

Next, there’s budgeting element group (accessible only to users with special permissions). It is used to plan expenses and to control the budget for the project (“Budgeting”).

Assigned employees

List of assigned task executors. You can add/remove them by moving them from user list (to the right) to executor list(to the left).

Subscription

Next you can see a list of users subscribed for the task, i. e. people that follow that task. You can add/remove subscribers as in previous list.

Task tags

Next is list of custom tags. If you have several user tags in your universe, you can adjust their values for the chosen task (see section “Task tags”).

Linking tasks

Final element group contains list of task links. You can specify dependencies (links) between the start of one task and the end of another (see section “Gantt chart”).

4.10. Working schedule

The job scheduling system allows you to set the work schedule for the users of your universe. There can be several schedules for different groups of users. This way you can transit your workflow into Cerebro.

Scheduling window can be accessed by clicking Tools / Working schedules… in Cerebro main menu.

_images/cerebro_schedules.png

When you create a new universe, there is no default timetable. This means that all users are working on a 24 hours a day 7 days a week schedule. You can create a new schedule by clicking on the New… button.

On the right of the Working schedule window there is an area in which current working schedule is displayed as a graph.

_images/cerebro_schedule_new.png

Editing the schedule consists of two phases:

  • Selecting the date on which the changes will take effect.
  • Adding a graph to the drawing area. The working schedule is applied by clicking and dragging left mouse button and erased by right mouse button.

To increase/decrease the horizontal zoom use the mouse wheel while holding the Shift button. Similarly, while holding the Ctrl key, you can change the vertical zoom of the drawing area.

Once you have created a work schedule, one or more users should be assigned to it. At the bottom left is a panel for assigning users to schedules.

_images/cerebro_schedule_users.png

Note

Be careful, users are assigned to the schedule from a certain date, which is selected in the top panel. Time parameters of tasks assigned to user will be calculated based on its work schedule.

For all Cerebro users that aren’t explicitly assigned to a certain timetable, there’s Generic “<name of the universe>” user category. This way you can create a schedule for all “users” that aren’t assigned to a specified timetable.

Note

It is important to understand that the schedule starts to work from a certain date, and at some point in the future it can be changed by a new schedule, but all the tasks planned before changing schedules will have their parameters unchanged.

An important detail is that the timetable is set for user’s local time. This means that people in different time zones will see the schedule in their local time. For example, 9:00 to 18:00 schedule in Moscow time will be displayed as 16:00 to 1:00 schedule in Vladivostok.

As already noted, when schedules change, timing characteristics for certain tasks might need to change too. To update them you need to recalculate task parameters (otherwise it can be done through editing tasks).

To start the conversion, click the RECALCULATE task durations button in the timetable window.

So, to work with schedules you need to pay attention on following things:

  • you should create a timetable;
  • assign users to it (including Generic user);
  • pay attention to dates;
  • don’t forget that assignments start from a pre-defined date too.

Schedules will be displayed in Gantt chart and calendar.

4.11. Gantt chart

Gantt chart graphically displays the duration and positioning of tasks in the timeline and the presence of dependencies (links) between them. It is located on the Gantt chart tab in the main Cerebro window.

_images/cerebro_gantt_chart.png

The chart consists of horizontal lines, each representing a task in Cerebro, showing its length on a timetable, thumbnail and progress. There are following controls on the toolbar:

  • chart information switch (by project of by user);
  • Undo/Redo task manipulation buttons;
  • thumbnail mode toggle (similar to Navigator’s);
  • chart zoom controls;
  • timeline interval controls;
  • chart edit lock;
  • displayed working schedule drop-down list;
  • diagram export to PDF buttons;
  • Help button

4.11.1. Chart Navigation

Chart elements are grouped according to the hierarchy within projects, you may expand the list of sub-tasks by clicking on “+” icon to the left of selected task.

The displayed area is limited by time interval which is set at toolbar. You can adjust it using the scroll bar, or by dragging the contents of a window while holding middle mouse button.

To increase/decrease the horizontal zoom use mouse wheel with Shift button pressed. Similarly, while holding the Ctrl key, you can change the vertical zoom.

If you want to change the duration of tasks in the chart, or to establish links between them, you need to toggle edit mode using the Edit button on the toolbar.

4.11.2. Changing the duration of a task

Please note that the starting and finishing points of the task in the chart can have two different types:

  • rectangular - means that the corresponding task has its beginning and end points set manually;
  • round - means that the corresponding task has its beginning and end points calculated automatically based on parent and neighbouring tasks’ settings (a “floating”value).

If you want to manually adjust task’s start date or length, you can drag the corresponding bar in the chart with your left mouse button. Note that time characteristics for this task are automatically set to fixed manual value, so they won’t be recalculated later.

Using context menu you can set fixed start and end points for a certain task. Those are equal to thumbtack buttons in Task Properties tab (see section “Task properties”) that define if a task has fixed or “floating” duration.

If a subtask is beyond its parent task timeframe, corresponding part of its chart bar will be painted in red.

4.11.3. Linking tasks

Link is displayed as a colored chart arrow from the end of one task to the beginning of another, and indicates that the second task should be started only after the first is finished . If this condition is satisfied, the arrow is shown in green, otherwise (the task settings are set so that the condition is impossible) - in red.

You can link tasks in the chart by dragging a line from first task to second. To do this, “lock ” left mouse button at the end of a special circle in the task bar or draw a line from any point on the strip by holding down Ctrl. After the connection a colored arrow will apear and, if necessary, will be recalculated for the timing of related tasks.

You can see the connection of the selected task in the properties panel in the Communications list (see “Task properties”). It has the outgoing connections marked with the keyword to and incoming with from.

You can delete a link from the list using the Remove Communications command of the context menu. There is a similar command in the context menu of the diagram, caused by a right-click on the desired task.

4.12. Calendar

Calendar - a tool for the planning of small duration task (within one working day or a few days).

_images/cerebro_calendar.png

Calendar works in conjunction with a panel of designated tasks (see section “To Do list”). In this panel, select one or more users (button to switch the view of their tasks and tasks of other users is above the task list on the left.) In the calendar, you can see its (their) tasks on the selected week (day, two weeks).

4.12.1. Navigation

You can navigate within the calendar area using the scroll bars, or by dragging the contents of a window while holding the middle mouse button. To increase/decrease the horizontal scale use the mouse wheel while holding the Shift button. Similarly, while holding the Ctrl key, you can change the vertical scale of the drawing area.

4.12.2. Creating tasks

To create a new task in the right place of the project, you need to specify the top-level task. You have to go at it in the browser and press the Choose current button at the top of the Calendar window. The list of recent parent tasks is saved from session to session. This way, you can immediately fill this list, and then select the item you want as a parent for new tasks.

You can create a task by drawing a rectangle with left mouse button inside of the calendar. A user chosen by default will automatically be assigned to the created task.

If you need to create a task that lasts longer than one day, or “night”, draw a horizontal rectangle at the top of the calendar (above the “0:00 ” numbers).

4.13. Budgeting

Budgeting for projects in Cerebro is a system to plan expenses for a specific task. You can specify budget for any task and keep records of related expenditures. These properties are summed up in the hierarchy of tasks. So, the budget of the project is equal to the sum of the budgets of all the tasks within. Costs are calculated similarly.

In the properties of tasks (see section “Task properties”) there is a Budget section, where you can specify the value of the tasks and maintain records of expenditure.

_images/cerebro_costs.png

Budget of a task is represented in Budget field, its value represented in conditional units. The Operating costs cell indicates the amount of funds spent on the current task.

The cell Total with subtasks represents the sum of all planned and current expenditures, respectively.

To receive a report on the costs you have to press the “+” in the right side of the Budget panel:

_images/cerebro_pays.png

After that, the panel will have additional tools for writing expense reports, i.e. compiling records of payments. The table displays a list of all payments related to the task.

Payment creation fields are located below the table. They are: Payment cost, date/time and comments. Once you fill out these fields, click the Send payment button.

The sum of all payments are in the Operating costs box, excluding the payments with the canceled status. If you want to cancel a payment record, click the right mouse button and select Cancel payment from the menu. You can also cancel the payment button Delete.

In Navigator, budgeting is represented by three columns - budget, costs and balance. These values are calculated as follows:

  • budget - planned total budget of a task and all its subtasks;
  • costs - the amount of current expenses for a task and all its subtasks;
  • balance - the difference between the budget and costs.

Note

Balance sheet in Navigator is different from the full balance sheet in project statistics (see section “Project Statistics”), as full balance in the statistics is the difference between the budget and the full costs, which include the salary in addition to subtask budgets.

4.14. Tracking tasks

Tracking tasks tab is designed for more intuitive “matrix”-style display of the current situation on the project, divided into standard technological steps.

_images/cerebro_tasktracking.png

To make this tab work correctly it is necessary that the project has a tree- like structure with a depth of at least three levels, for example: Sequence -> Shot -> Task. In this case, if the Sequence task level is selected in the navigator, then the rows of the table will show the Shot level tasks, and the columns will represent Tasks level.

Note

The names of the Task levels tasks are not used as the column headers. It is a set of activities in which these tasks are distributed.

At the bottom of the window you can see statistics for task availability related to certain activities within the observed branches of the project, as also the number of tagged tasks. For a correct statistic gathering, it is necessary that the tags are appointed at Shot level, and activities - at Task level. Statistics are displayed in a set of tables and can be turned on/off with the Statistics button on the toolbar.

Drop-down list Tracking level allows to toggle automatic nesting level recognition for analysed tasks, or manual input.

The Pin task list button on the toolbar is designed to pin current branch of the project in the Task tracking window, i.e. after toggling it, moving to other branches of the tasks in the navigator does not affect the contents of the Tracking tasks window.

As in the navigator inline editing of table cells (single left click) is possible in the Tracking tasks window. Double left click will select the cell (tasks) in the Navigator.

4.15. User Tracking

A User Tracking tab was introduced to Cerebro recently.

It enables a bird’s eye overview to determine whether or not your colleagues are busy, and if they are, on which tasks are they working at the moment.

_images/cerebro_usertracking.png

In the top line you can filter users belonging to a particular group or type of activity. You can also select corresponding task status.

Users and tasks they work on will be displayed at the lower table. By default table has names and user avatars, names and icons of tasks, as well as the current status and progress. Task settings view can be configured in a convenient way, enabling and disabling columns (by right-clicking on the column header).

The most important thing is the Switching Time column.

It shows the date and time when the user changed the status of the task (in other words, task is “in progress,” or “done, waiting for comments “). If X is displayed in this column, it means the user is currently free.

But it should be clarified that “free” does not necessarily mean that the user has “nothing to do”. It only means that he so far never switched the status of any task, which he was assigned to as the performer. Basically, he never reported anything or did not take anything to work. How to interpret this information is up to you.

Apart from the obvious way this task is used – gathering data on employee sctions – it can be used as a quick filter.

For example, after selectiong status on the top line, that says “work is done, waiting for comments” (in our example – Pending Review), we will immediately see whose works require supervisor comments, and how long they are in this status:

_images/cerebro_usertrack_sample.png

4.16. Task references

Task references allow you to place the same task in several project branches without copying it.

_images/references.png

All the reference properties and the forum are inherited from the original task. It means that if any message will be changed or created in reference task or any task parameter will be changed, changes will be inherited by original task. The only exception is the reference name which can differ from the original task name.

There are two buttons for task reference creation on the task toolbar:

_images/ref_copy.png

– Copy task as reference. Keyboard shortcut Ctrl+Shift+X;

_images/ref_cut.png

– Cut task and leave reference. Keyboard shortcut Ctrl+Shift+C.

The same command is also presented in the context menu.

To create a task reference select tasks needed in the list and activate the Copy task as reference button. Then go to the new location in the task tree and activate the Paste button there.

Cutting out a task leaving a reference can be made in similar manner by activating the Cut task and leave reference and Paste buttons. In this case the instance of the task will be moved to the new location and a link to it will stay in the previous place.

Also while activating the Special Paste command

_images/paste_spec.png

Cerebro will give you several options on pasting this task.

You can quickly jump to the task instance by double-clicking on the task reference or by using keyboard shortcut Ctrl+G.

Limitations:

  • Task references are shown in the navigator window only. They don’t affect diagrams and statistics tools.
  • Task references don’t affect duration, planned time or other parameters of the container task they are located in.
  • Task references can’t be linked with a task or another reference.
  • You can create a link to the task that contains subtasks, but to see its contents you should go to its original position.

4.17. External insert, multi renaming and replication of tasks

4.17.1. External task insert

External task insert means inserting something like files or text strings from the clipboard to the “Navigator” window. New tasks are created, depending on objects inserted.

To insert external objects from the clipboard select the objects and copy them to the clipboard. As a rule it is done by the Copy Ctrl+C button or menu command in the application you select objects in. Then switch to the “Navigator” window, find suitable location for new tasks in the task tree and click the Paste button in the task toolbar (keyboard shortcut Ctrl+V).

The same command is also presented in the context menu.

Drag-and-drop is defined by your OS. Select objects, drag them into Cerebro navigator window and drop into desired task tree location.

4.17.1.1. Insert tasks from text

In the case of text insertion one or more tasks will be created in the Cerebro system depending on line breaks in text.

The text must be in the CSV format to insert several tasks, it means that it contains a list of new task names separated by a line break. For example you can copy to clipboard one column from the Excel spreadsheet and paste it in the “Navigator” window. After that Cerebro will prompt you to create new tasks named corresponding to the pasted text. In this way you can insert new tasks from other text documents such as Word, txt-files or a web page.

_images/paste_excel.png

If you insert text without line breaks only one task will be created containing all that text.

4.17.1.2. Inserting tasks with files

After pasting several files Cerebro will prompt you to create new tasks for each file.

_images/paste_files.png

If you insert only one file, a single task containing it will be created.

The window that pops up on multiple files insertion is described in the “Task multi-edit window” section.

4.17.2. Multi-rename tasks

Multi-rename feature allows to rename selected tasks using predefined template or regular expressions.

Select the tasks to be renamed and click the

_images/btn_group_rename.png

Multi-rename tasks button (keyboard shortcut Ctrl+M).

The same command is also presented in the context menu.

_images/group_rename.png

Detailed description of the window can be found in the “Task multi-edit window” section.

4.17.3. Replicate task

The replication feature allows you to create the required number of duplicates the selected task. Select a task to replicate and click the

_images/btn_replicate.png

Replicate task button (keyboard shortcut Ctrl+D).

The same command is also presented in the context menu.

_images/replicate.png

Detailed description of the window can be found in the “Task multi-edit window” section.

4.17.4. Task multi-edit window

Task multi-edit window pops up when you perform external task insert, multi- rename or task replication. It works similarly, except some minor deviations. You can specify new (in case of insert and replication) or existing (in case of multi-rename) task names using templates, regular expressions and paste from clipboard.

_images/multi_edit_task.png

Name template

Any string containing substitution parameters can be used as a name template. These parameters are substituted with actual values when a new name based on the template is created.

Substitution parameters

Substitution parameters are enclosed in square brackets. You can add it manually or with buttons under the template edit box.

[N] – current task name.

[N#-#] – part of current task name. You should specify character range instead of # symbols in the form [first character index-last character index].

For example the “Test Task” name is transformed to “est T” string by [N2-6] template.

[C] - counter. The counter inserts sequental numbers into new names. The counter options can be set in the Counter [C] group of controls

  • Start – first value of the counter;
  • Stop – final value of the counter. Value of “-1” means that last value is defined by number of tasks;
  • Step – iteration step;

[B] – this part of the name will be pasted from the clipboard. Actual paste is performed by clicking the Paste the names from Clipboard (CSV format). If you want to paste several strings and substitute them in the sequence of task names the text must be in the CSV format. It means that it contains a list of task names separated by a line break. For example you can copy to clipboard one column from the Excel spreadsheet and paste it using the mentioned button.

Enable Repeat checkbox if you wish that the list of inserted strings should be repeated when the number of tasks exceeds size of the list.

In case of task replication amount of task names is defined by number of pasted strings.

[A] – current task activity.

[E] – file name extension. Used only while adding files.

Name template can contain one or more substitution parameters. It can contain plain text which will be copied into new task names along with that parameters.

Example:

Current task name: Test task

Name template: [N1-4] new [N6-9]

New task name: Test new task

Replace

You can customize some text replacing which will be performed with task names after their creation by template. You can use plain text substitution or regular expressions.

Replace options

Regular expression – when enabled substituted string will be found using specified regular expression.

Substitute – if the expression is found then the entire task name should be substituted.

Case sensitive – flags case sensitivity.

Replace only once – if there are multiple occurrences of searched substring in the task name then only first one will be replaced when this flag is on.

Case

The “Case” option allows to specify the case of characters in the created task names.

Setting task activities

The Set a task activity by name flag means that the activity attribute will be set for each task if its name contains some activity name.

Task sorting

If you paste list of names from the clipboard or if you enumerate tasks, task order matters. You can sort task list by any column. If you wish to retain the order in which you selected/pasted task names then you should activate the Sort by original button.

Replicating

In case of task replication the multi-edit window has an additional group of controls Replicating to specify replicating options.

_images/replicate_prop.png

Task table

The table in multi-edit window contains list of tasks to be transformed.

If you are not satisfied with any of the generated names then you can edit them manually.

_images/multi_edit_table.png

If any task happens to get into table by mistake, then you can remove it.

The table contains following columns:

  • Thumb – thumbnail of the task. You can change size of thumbnails using mouse wheel while holding the Ctrl button;
  • Name – current name of a task;
  • Current task activity;
  • clipboard – column containing strings pasted from the clipboard;
  • new name – new task name after all transformations;
  • new activity – contains name of the activity taken from the task name.

Task name and activity forming procedure

  1. Task name is created using the “Name template” string.
  2. The “Replace” group options are applied to make substring replacement.
  3. The “Case” option is applied according to rules.
  4. Activity autosubstitution by task name;
  5. Manual renaming

4.18. Hashtags

Hashtag is a text tag that can be set on task, post or attachment. Those tags can be used to describe object in detail, they can be searched for either in address bar or in Search tab. Every object can be assigned virtually unlimited amount of tags.

You can add hashtag to a task in task properties, in “Hashtags” area, which is opened by clicking # icon, or you can use inline editing to add tags via “Hashtag” column.

PICTURE

To start a quick search on tasks containing a certain hashtag you can leftclick that hashtag with Ctrl button pressed, or you can rightclick on it and select “Search by hashtag” from the menu. This will open Search tab with set criteria and search results.

PICTURE

You can search on several hashtags by Ctrl-leftclicking several hashtags. They will be searched for automatically.

PICTURE

You can add a hashtag while creating or editing a forum post.

PICTURE

Post hashtags are shown at the beginning of text.

PICTURE

By clicking on link you will open a search panel with all project posts that have this hashtag attached.

PICTURE

You can add hashtag to an attachment during creation / editing a forum post containing that attachment.

PICTURE

4.18.1. Hashtag search

If you need to quickly find a task, a post or an attachment using a hashtag, you can search for in in the address bar.

PICTURE

Hashtag search requires complete match.

To find all objects that are assigned a specific hashtag, you can use Search tab.

PICTURE

To start searching by hashtags just add “Hashtag” criteria to search, and type any hashtags you want to search for. By default multiple hashtags are searched with logical OR. To find objects by several hashtags at once, add additional criteria for every hashtag.

PICTURE

4.19. Plug-ins

Cerebro system provides an option of plug-ins delivery to the users. After addition of a plug-in by the administrator the user will be prompted to install the new plug-in.

_images/user_install_plugins.png

In the resulting window the user can view the Descriptions of available plug-ins and select those necessary for the installation.

After pressing the Install button the plug-ins will be downloaded and installed on the user’s computer. Installed plug-ins will be loaded the next time Cerebro is restarted.

To view installed plug-ins, use the menu entry Tools/User plug-ins….

_images/user_plugins_window.png

There you can view the Descriptions of installed plug-ins, disable or delete any plug-in.

Press the button Disable all plug-ins to disable the loading of all plug-ins. You can also do this from the main menu by clicking Tools/Disable all plug-ins…

Note

Changes made in the User plug-ins window will take effect only after the Cerebro client is restarted.