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The Linux Foundation's PCC offers numerous services to simplify project management and administration.
For a detailed list of services available through the Linux Foundation's PCC, refer to the LFX PCC Services documentation.
You can read more about PCC by visiting our website.
You can access PCC using the following URL: https://projectadmin.lfx.linuxfoundation.org/
You will get the access_denied message if you are accessing the link for the first time. You need to click Request Access link to provide your contact details to the support team.
The support team will verify the account, and will authorize the associated SSO account.
The following graph illustrates the features offered by Linux Foundation PCC:
Some of the services that are offered through PCC by the Linux Foundation are:
Project Control Center (PCC) is a platform that allows project administrators to set up the projects when they get associated with The Linux Foundation. You can set up the projects to use various services that are provided by The Linux Foundation.
PCC assists you in onboarding an open source project with great ease. Project Control Center helps you get started quickly by providing all the support that you need with self-service configuration for governance, membership, IT, developer and collaboration tools, documentation, and community roles. You can read more about PCC by visiting our website.
Some of the prominent features of PCC are listed in the following list:
PCC Dashboard
Creating Projects and Sub Projects
Generic setup services
IT services
Tools Onboarding
This sections provides you with list of new features, updates and bug fixes for this release.
The following list provides you an overview of new features implemented in this release:
LF Account Invite from PCC Committees - With the LF Account Invite feature, you now have the option to invite committee members to create their LF account directly from within your committee.
Activity Log for PCC’s Project Definition Page - We've added the Activity Log feature to track changes made to sensitive data in PCC, starting with the Project Definition page. Here's where you can find it:
To access the activity log, simply click on the blue sticky button located on the right-hand side of the Project Definition page. This action triggers a fly-out modal containing a table.
The table provides detailed information, including when a change was made, which fields were affected, the changes made (from and to), and the identity of the user who made the change.
This feature will make it easier to revert back to previous values and to understand why values were added, changed or deleted
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You can visit the following links for more information on PCC:
The Reports tab provides you an option to view Health Metrics related to your project.
Project Control Center (PCC) is a platform that allows project administrators to set up the projects when they get associated with The Linux Foundation. You can set up the projects to use various services that are provided by The Linux Foundation.
PCC assists you in onboarding an open source project with great ease. Project Control Center helps you get started quickly by providing all the support that you need with self-service configuration for governance, membership, IT, developer and collaboration tools, documentation, and community roles. You can read more about PCC by visiting our website.
Some of the prominent features of PCC are listed in the following list:
PCC Dashboard
Creating Projects and Sub Projects
Generic setup services
IT services
Tools Onboarding
This sections provides you with list of new features, updates and bug fixes for this release.
The following list provides you an overview of new features implemented in this release:
Time Zones for Meeting Management - Now, when scheduling or editing a meeting, simply choose your preferred time zone from the dropdown menu next to the time field. This feature automatically adjusts for daylight saving changes, eliminating any time zone-related issues.
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You can visit the following links for more information on PCC:
Add meeting minutes and other attachments to a meeting
PCC has enhanced its functionality by allowing users to attach document links to previous meetings. This improvement facilitates better record maintenance and easier access to notes.
Navigate to the PCC home page and locate the calendar.
Select the date of the Past meeting you want to manage.
From the options, click Manage Attachments.
In the pop-up window, select the type of document you want to attach from the drop-down menu.
Enter the URL of the document in the designated field.
Click Add to attach the document to the meeting.
The document will now be attached and visible in the meeting’s records.
Alternate Method to Add Documents to Past Meetings in PCC
From the PCC home page, click on Collaboration > Meetings from the left navigation menu.
On the calendar view, select the date of the past meeting you wish to manage.
Follow steps 3 onward from the above to attach the documents.
The home page is the default landing page after logging in to the PCC. It provides an overview of your projects and subprojects.
To access the PCC:
Create Support Ticket
You can create a support ticket if you are having issues with any of your projects. support ticket.
To create a support ticket, perform the following steps:
2.You will be navigated to the LFX Support page. You have to enter the relevant details and click Create to submit your support request.
You can host your project in the Linux Foundation. Once the company decides to host its project on the Linux Foundation, you (the administrator) need to create a project for every new company that hosts their projects or foundation on the Linux Foundation using PCC.
Log in to PCC.
If you do not have access to PCC, you need to raise the service ticket to get access to PCC. Refer PCC Overview.
As an administrator, you need to create the projects and sub-projects "according to the company's requirement."
The PCC dashboard appears. Click +Add Project.
The Add Project dialog box appears. Update the following details and click Next.
The Add Project dialog box with additional fields appears. Update the following details and click Create Project.
A success message is displayed when a project is created successfully. You can see the newly added project under My Projects tab.
For a new project, by default the project status is set to Draft. You can change the status in the Basic setup service.
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View All Projects lists all the projects that are created irrespective of who has created them.
You can search for the required project using the search tabs available on right top of the dashboard as well as on the left menu bar.
Calendar view will provide you with a calendar view which displays all the meetings that are scheduled under your project.
You can use the toggle button if you want to enable or disable the calendar view for your project
You can see a Quick Link list that provides you with an option to create few quick tasks related to committee, mailing list and meetings. These links allows you to quickly accomplish the tasks without accessing these modules from the side bar menu.
Quick Links assist you in creating the following tasks:
Create a committee, for more information refer create a committee
Create a mailing list, for more information refer create a mailing list
Schedule a meeting, for more information refer schedule a meeting
You can add the project staff details such as executive director and program manager.
To update the project staff, perform the following:
1.Click on the required project staff.
2.The Edit Project Staff dialog box appears. Update the project staff details and click Confirm.
Click the next to the past meeting.
1.Click the help icon and select Support.
Field
Action
Common Name
Enter the name of the project that you identify the project name with. This is a mandatory field.
Category
Category will be enabled only when you select a Parent Project. You can select the project to categorize for better grouping and navigation.
Slug
Slug will be auto added when you provide the common name. You can also edit it if you need.
Parent Project
Select the parent project if you want to associate or add your project as a child project.
Select No Parent, if you do not want to add any parent project.
Stage
Select the appropriate stage of the project. By default, the stage is selected to Prospect when you create a new project.
Primary Website/Domain
Enter the primary website or domain of the project.
Repository URL
Enter the GitHub repository url.
Project Logo
You can upload the relevant logo for your project.
Field
Action
Technology Sector
Select an appropriate technology sector for your project. You can also select more than one sector.
If you feel that your project falls across all sectors, check the Cross Technology box.
Industry Sector
Select an appropriate industry sector for your project. You can also select more than one sector.
If you feel that your project falls across all sectors, check the Cross-Industry box.
Technical Activity Type
Select an appropriate technical activity for your project. You can also select more than one sector.
Formation Date
Select the formation date of the project.
Expected Announcement Date
Select the date when the project will be expected to be released.
Primary Open Source License
Select the required primary open source license for your project.
Description
Provide a short description for your project.
Mission Statement
Provide a single line mission statement that depicts your project followed by primary goal of your project. This is a mandatory field.
The Membership Churn metric tracks the rate at which members leave your project.
The Membership Churn metric tracks the rate of members who have stopped their membership for your project within the selected period.
Free membership account data is excluded from this metric, and downgrades are included in lost members.
This percentage indicates the proportion of members who stopped their subscription or membership compared to the total number of members in a specific period. A lower churn rate is generally desirable.
This represents the estimated value lost due to member churn. It calculates the financial impact of members discontinuing their subscriptions or memberships.
This chart illustrates the churn rate across different membership tiers such as platinum, gold, and silver. The vertical bar chart highlights, which membership tiers are experiencing higher levels of churn, providing insights into where improvements can be made to retain members and reduce overall membership value lost.
Click Explore More CTA to navigate to the detailed dedicated page where you can see the specific factors contributing to membership churn, view historical trends, and analyze patterns over time.
Identifies the number of current and new members for the foundation
Participating Organization Health Metric provides engagement scores for members and non-members. Engagement score is calculated for every participating organization. Engagement score is classified into three levels High, Medium, and Low.
The Participating Organization allows you to view the engagement score for members and non-members. The Participating Organization widget provides you with the following details:
Number of Members
Number of new members
Engagement score bar for members
Number of non-members
Number of non-renewals
Engagement score bar for non-members
When you click Explore More, you will be navigated to the Members details page. Members details page provides details provides various details related to the members for the current year. The members' details page provides details such as:
Member Widget
Member Breakdown by Engagement Score bar
New Member Growth by Year Line Graph
Membership Breakdown by Tier Table
Members table
Member widget provides various details, such as:
Total number of members
Total number of new members
Total number of non-renewals
Member Breakdown by Engagement score bar provides the score of the members. The scores of the members are categorized as High, Medium, and Low.
The New Member Growth by Year line graph provides the line graph of new member growth for the last 5 years. It provides the progression of the member growth every month for the last 5 years.
Membership Breakdown by tier table provides you with the list of membership breakdowns for the last 6 years. It shows you the membership such as Platinum, Gold, Silver, and Associate membership availed by members in the last 6 years along with total membership details.
The members table provides you with complete details of the members such as Member name, membership level, engagement of the member, NPS score, membership start date, and membership end date.
You can also use the toggle button to filter new members from all members list.
On clicking on the member name, you will be navigated to the Member Details page which provides:
Member Name
Membership Type
Active contributors
Total contributors
Member engagement score
Month-wise member engagement details in a bar graph for the last year
Key Metrics used to calculate the member engagement growth.
On clicking the metric, you can see the percentage of the metric used to calculate the member engagement score.
Click Explore More, you will be navigated to the Non-Members details page. The Non-Members details page provides various details related to the non-members for the current year. The Non-Members details page provides details such as:
Non-Member Widget
Non-Member Breakdown by Engagement Score bar
Non Members table
Non-Member widget provides various details such as:
Total number of non-members
Total number of new prospects
Non-Member Breakdown by Engagement score bar provides the score of the members. The scores of the non-members are categorized as High, Medium, and Low.
Non Members table provides you with complete details of the non-members such as Non Member name, engagement of the non-member, and other membership details.
On click of the non-member name, you will be navigated to the Non-Member Details page which provides:
Non-Member Name
Active contributors
Total contributors
Non-Member engagement score
Month-wise member engagement details in a bar graph for the last year
Key Metrics used to calculate the member engagement growth.
On clicking the metric, you can see the percentage of the metric used to calculate the non-member engagement score.
Community Sentiment reflects the overall mood and activity level surrounding your project based on user activity.
Sentiment analysis is a natural language processing (NLP) technique used to determine the sentiment expressed in a piece of text, whether it's positive, negative, or neutral.
It can be measured through various metrics, such as engagement on social media platforms, comments on forums, and interaction rates on project updates.
Key components:
Total Activities: This represents the total number of actions taken by users within the project, such as comments, posts, and edits. Higher activity generally indicates a healthy and engaged community.
Sentiment Bars: These bars display the distribution of sentiment across three categories:
Positive: represents positive feedback, comments, and overall engagement.
Neutral: represents neutral activity, such as information sharing without expressing strong opinions.
Negative: represents negative feedback, criticism, or concerns raised by users.
Interpreting the metric:
A balanced distribution across all three bars suggests a healthy community with diverse perspectives.
A dominant positive sentiment indicates a thriving and enthusiastic community.
A significant negative sentiment might highlight issues requiring attention or improvement.
Training and Certification provides you with the health metrics for the Training and Certification with respect to enrollment and revenue.
You need to use the toggle button to view details related to Enrollment and Revenue.
The Training and Certification charts provides the following details related to enrollment:
Enrollment goal chart
Total number of Instructor led
Total number of certification exams
Total number of elearning
Total number of edx
On click of Explore More, you will be navigated to the Training and Certification Enrollment details page. Training and Certification Enrollment details page provides details related to the Training and Certification for Enrollment for the current year. Training and Certification Enrollment details page provides details such as:
Total Vs Goal
Training and Certification Growth Graph
Training and Certification table
Total Vs Goal chart provides the following details:
Total number of enrollment
Enrollment goal chart
A pictorial world map that provides details such as name of the place, total revenue and total registrants when you hover over a location.
Total number of Instructor led
Total number of certification exams
Total number of elearning
Total number of edx
Training and Certification Enrollment Growth chart by year graph provides a dotted chart that shows the progression of Training and Certification Enrollment for last 5 years. Its provides the progression of the growth based on the certification exams, instructor led trainings, E-leanring and edX.
Training and Certification Enrollment table provides you with complete details of the Training and Certification Enrollment such as Training and Certification name, enrollment date, type and total revenue.
High-RiskThis widget displays the total outstanding balance owed by members, categorized into two risk levels:
High Risk: Amount overdue for more than 89 days, including members who haven't renewed.
Medium Risk: Amount overdue between 1 and 89 days.
All the metrics in this widget are manually updated every Friday at 4 pm PT.
Click the Explore More Call-to-Action (CTA) to access the detailed Outstanding Balance page.
On the Outstanding Balance page, you will find the Memberships at Risk list, showcasing all members with overdue payments categorized by risk level.
To filter and view only High Risk Members:
Click on the toggle button located at the top of the list. This will filter out Medium Risk members, allowing you to focus on members with dues overdue for more than 89 days.
To view detailed information about a specific member:
Browse through the list and click on the name of the member you are interested in. This action will redirect you to that member's details page.
By following these steps, you can effectively manage and prioritize outreach to members based on the risk level of their outstanding balances.
Code Contributions provides you with the health metrics related to the code contributions. It provides the following details, such as:
Total number of contributors to the project
Total number of new contributors to the project
All Time Contributors chart provides the total number of committers, maintainers, and reviewers.
In open source projects, the roles of committer, reviewer, and maintainer are crucial for the project. Here are the short definitions of each role, along with examples to help users understand:
Committer: An individual granted the privilege to directly modify a project's codebase. They have the authority to commit code changes to the project repository.
Example: In the Apache Software Foundation projects, committers are individuals who have demonstrated a commitment to the project and have been granted write access to the project's code repository. They are responsible for reviewing and committing code changes.
Reviewer:
An individual who is responsible for reviewing code changes submitted by contributors. Reviewers provide feedback, suggestions, and approval before changes are merged into the codebase.
Example: In the GitHub platform, project maintainers often assign reviewers to pull requests submitted by contributors. Reviewers examine the code changes, test them, and provide feedback to ensure code quality and adherence to project standards before merging.
Maintainer:
A maintainer is an individual who oversees the overall health and direction of the project. Maintainers are responsible for coordinating contributions, managing releases, and ensuring the project's long-term sustainability.
Example: Maintainers have the final say on which changes are accepted into the project and are responsible for guiding its development roadmap.
In the context of open source projects, new contributors are individuals who make their code contributions for the first time within the selected period. They are developers who are new to the project and community and are looking to make their first contributions to the project's codebase.
Marketing Health Metrics provides details related to the marketing campaigns for the project. It provides the following details:
Number of active campaigns
Number of new campaigns hel
Number of active contacts
Number of new contacts
Number of subscribers on YouTube
Number of followers on LinkedIn
Number of followers on X
Number of stars on GitHub
Percentage of progression on the social media accounts
Collaboration services allows you to setup the IT infrastructure for your project. Various collaboration services that are provided by Linux Foundation and that can be used to setup for a project are listed as follows:
Surveys
The collaboration services dashboard provides you with the progress bar that indicates the progress on your IT services setup for your project. The green progress bar indicates that the setup has been initiated for your project whereas a grey bar indicates that the setup has not been started on your project.
The following graphic provides a brief information on various collaboration services and its uses:
When you add a new project, you need to setup the project with some basic and generic services to administer the project in an effective way. The following are the Operations services for your project that are offered by Linux Foundation:
Project Definition
Membership
Domains
Cloud Providers
The committee set up for a project is designed to streamline communication and task delegation. This guide covers various aspects of committee management, including:
Manage Mailing List: Essential for effective communication among committee members.
Manage Meetings: Organize and track committee meetings for optimal collaboration.
Adding Members: Process for incorporating new members into the committee.
Deleting a Member from a Committee: Guidelines for removing members when necessary.
Deleting a Committee: Steps to disband a committee when its objectives have been met or in case of restructuring.
Committee Overview: General information and the purpose of the committee within the project.
The Committee overview section provides overview information on:
Total number of committee meetings
Total number of meeting attendees
Committee List table
You can add and update committee information related to the project such as name, mailing list, committee website, permissions, and description.
To add a committee for a project, perform the following steps:
Click on the required project and click Committees from the Collaborations tab.
The Committee page appears. Click Add Committee to add the committee details.
The Create Committee page appears. Update the following details and click Save to create a committee.
You have an option to import members from the mailing list into the committee. To import members into the committee, perform the following steps:
Click +Add Committee to add the committee.
The Create Committee page. Enter the Committee Name, Select the committee Type, and Click Import Members.
The Import Mailing Lists to Committee dialog box appears. Select the required Mailing Lists from the Select Mailing Lists drop-down and click Import. All the members belonging to the selected mailing list are imported to the committee.
After you set up the committee, you can add members to that committee who can exercise various responsibilities that are assigned to the members. To add a member to a committee, perform the following steps:
Click on the required project and click Committees.
The Committees page appears with the list of committees that are created for the project. Click the required committee where you want to add the members.
The selected committee page appears with the list of members. Click + Add Member.
The Add Committee Member dialog box appears. You can search for the member by providing their name or email.
If you are unable to add a member by providing their email ID or name. You can add them by clicking the Fill Out profile link. The Add Committee Member dialog box appears. Update the following details and click Save:
After adding a first member to a committee, if you want to add another member to a committee, you need to click the Committee and then click Add Member to add additional members to the committee.
You can send a message through mail to the member. To send a message to a member, perform the following steps:
Click on the required project and click Committees.
You can see the list of committees that are created for the project. Click the committee from which you want to remove or delete a member from a committee.
Compose the mail and send it to the member.
You can share mail with all the members of the committee at once. To share mail with all the members of the committee, perform the following steps:
Click on the required project and click Committees.
You can see the list of committees that are created for the project. Click the committee from which you want to remove or delete a member from a committee.
The Committee page appears with the list of members in it. Click Email Members.
The Email Committee dialog box appears. Click Compose Email to draft mail and share it with all the committee members.
You can delete a member from a committee as and when required. To delete a member, perform the following steps:
Click on the required project and click Committees.
You can see the list of committees that are created for the project. Click the committee from which you want to remove or delete a member from a committee.
The Delete Committee Member dialog box appears. Click Delete to remove a member from the committee.
Manage committees allows you to edit, add subcommittees, move, manage members, and delete the committee.
You can update or modify the committee. To update the committee, perform the following steps:
The Manage Committee dialog box appears. Update the committee as per your requirements and click Save.
You can also add a sub-committee under a committee. To add a sub committee, perform the following steps:
The Add Sub Committee page appears. Enter the details as required and click Next.
You can also add members to the sub-committee. Click Save to save the sub-committee.
You can move a committee under an existing committee. To move a committee, perform the following steps:
The Move Committee dialog box appears. Select the committee under which you want to move the committee and click Move.
You can delete a committee if you want to. Deleting a committee will also remove all the members added to the committee. To delete a committee, perform the following steps:
2. The Delete Committee confirmation dialog box appears. Click Delete to delete the committee. A confirmation toast message appears informing that the committee has been deleted
Meetings related to committees are listed in the committee's list under the Upcoming Meetings tab. You can see the scheduled meetings and as well as schedule a meeting. On click of Schedule, the page navigates to Meeting Management to schedule a meeting.
You can configure a mailing list for your committees. On click of Configure available under Mailing List, the page navigates to Mailing List.
If a member has a verified LFID, icon is displayed.
If a member LFID is pending verification, icon is displayed.
If a member does not have an LFID, icon is displayed.
The Committee page appears with the list of members in it. Click the clickicon and select Send Message.
The Committee page appears with the list of members in it. Click Click the clickicon and select Delete.
Under Manage, click theand select Edit.
Under Manage, click theand select Add Subcommittee.
Under Manage, click theand select Move.
1.Under Manage, click theand select Delete.
Field
Action
Committee Name
Enter the name of the committee
Description
Provide the description on the committee
Type
Select the type of committee that you want to create
Enable Voting
Toggle the Enable Voting to enable the voting for the committee
Committee Documentation/Website
Enter the committee website URL of the committee which can provide the committee details such as policies, meetings and schedules
Field
Action
Name
Enter the name of the member
Email ID
Enter the email ID of the member
Company
Enter the name of the company
Job Title
Enter the title for the member
Appointed By
Select the required appointed by
Voting Status
Select the required voting status
Voting Start Date
Select the voting start date
Voting End Date
Select the voting end date
Role
Select the required role for the member
Role Start Date
Select the role start date
Role End Date
Select the role end date
V2 changes are in progress, please refer V1 Documentation.
The current documentation is for Version 1.
Note: Version 2 updates are currently underway. Please refer back to the latest changes.
Project Definition for a project allows you to view and edit information related:
Project Details
Legal Details
Branding and Media
Project Staff
Artifacts
To access the Project Definition, perform the following steps:
Log in to PCC.
The Project dashboard appears. Click Project Definition from the Operations tab.
You can update basic information related to the project such as common name, stage of the project, and slug name.
To update basic information for a project, perform the following steps:
Click on the required project and click Project Definition.
Click Edit from the Project Details section to update basic information.
The Edit Basic dialog box appears. Update the following details, and click Save.
Legal setup of a project allows you to provide information on:
Legal Details
To update legal details for a project, perform the following steps:
Click on the required project and click Project Definition.
Click Edit from the Project Details section to update legal information.
The Edit Legal Details page appears. Update the following details and click Save:
Based on the type of Entity Type selected, the fields will vary accordingly.
You can also provide details related to the branding of the project like uploading the logo for the project and providing brand color and website details.
To update branding and media information for a project, perform the following steps:
Click on the required project and click Project Definition.
Click Edit from the Branding and Media section to update branding and media information.
The Edit Branding and Media Details page appears. Update the following details and click Save:
Project Setup also lets you update personnel information like executive name, owner details, and program manager details.
To update project staff information for a project, perform the following steps:
Click on the required project and click Project Definition.
Click Edit from the Project Staff section to update project staff information.
The Edit Project Staff dialog box appears. Update the project staff details and click Confirm.
Artifacts allow you to upload or add various project-related artifacts, such as presentations, documents, and other artifacts, to share with member company users.
To add artifacts for a project, perform the following steps:
Click on the required project and click Project Definition.
Click Add from the Artifacts section to add artifacts.
The Add Artifacts dialog box appears. Upload the required artifacts of the project and click Save.
PCC streamlines your meeting processes, enabling you to efficiently organize and manage meetings. With PCC, you have the capabilities to:
Schedule meetings tailored to your team's needs, whether they occur once or regularly.
Access and review past meeting recordings, ensuring you never miss important discussions.
Obtain transcripts of your meetings, making it easier to follow up on discussions and action items.
Share recordings seamlessly with team members, enhancing collaboration and information sharing.
Use the integrated wizard to gain insights with high-level details about your meetings, improving planning and outcomes.
The Meeting Management widget provides you with the following details:
Total number of past meetings to date
Total number of participants or attendees in the meeting
Average attendance at the meeting
You can view the meetings either in List View or in Calendar View. List view provides list of meetings that are scheduled and the Calendar view shows the scheduled meetings in a calendar.
Meeting Management allows you to schedule a recurring or a non recurring meetings. You can schedule a meeting and add participants belonging to various committees. You can also invite a private induvial who does not belong to any community.
To schedule a recurring meeting, perform the following:
1.Login into PCC.
2.Search for the required project. The Project dashboard appears. Click Meetings from the Collaboration tab.
3.Click +Schedule Meeting.
4.The Schedule Meeting page appears. Update the following details and click Schedule Meeting to complete the meeting schedule.
You can also invite a member who does not belong to the committee. Click + Add New Invite. Enter the details such as name, company , email ID and job title of the participant and click Add Meeting Participant.
If you are scheduling a non recurring meeting, you need to select Does Not Repeat while updating the frequency of the meeting.
In the Meeting list, Host Key will be a blank field until the time is one hour or less from the start of the meeting. When the meeting is less than than one hour from the scheduled time, the host key will appear in the Host Key row for the given meeting and the user can see/copy the value to add it into the Zoom to claim the host. This Host Key is only valid for the next occurrence of the meeting.
Following are few pointers related to Meeting Settings:
When you are scheduling a meeting which is a Public meeting and where the Restricted settings is disabled, then the user can login by providing their name and email is optional.
When you are scheduling a meeting which is a Private meeting and where the Restricted settings is enabled, then the participant can login by providing their name and email ID that has been added during the scheduling of the meeting. Participant cannot login with guest credentials, they have to mandatorily use the email.
You can view the past meetings by selecting the date or month for which you want to view past scheduled meetings. The list provides details such as meeting title, meeting date, number of attendees, recording and transcript of the meeting.
You can share the recording and transcript of the meeting with the required members.
PCC provides the flexibility to update the scheduled meetings. Flexible scheduling allows the administrators to modify the meeting based on the requirements that change on day to day basis. Flexible scheduling allows you to:
Update the time of any single occurrence of a recurring meeting series. For example, you can prepone or postpone the meeting for a particular date of a recurring meeting. You can only update the time for single occurrence and not the complete series of meetings.
Cancel the meeting of a single occurrence of a recurring meeting. For example, you can cancel the meeting for a single occurrence of a particular day of a recurring meeting. If there is any holiday, you can cancel the meeting for that day.
Change or cancel a single event which arises due to attendee conflicts and holidays.
Add or remove a participant for a particular occurrence of a recurring meeting.
Manage Meetings and Delete Meeting options provides you with the option of flexible meetings.
Manage Meetings allows you to update the scheduled meetings. It allows you to update the meeting title, time, frequency of the meeting, and other update for a scheduled meeting.
Manage Meetings also allows you to manage participants. You can resend the invite to the participants, add new participants, and remove a participant from the meeting.
To manage meeting, perform the following steps:
2.The Manage Recurring Meeting dialog box appears. You can either update the changes to only the current occurrence meeting or to all the occurrences and select the Continue.
3.The Mange Meeting screen appears. Update the necessary changes and click Save to update the modified information.
To resend the meeting invite again to a participant, perform the following steps:
2.The Manage Recurring Meeting dialog box appears. You can either update the changes to only the current occurrence meeting or to all the occurrences and select the Continue.
You can remove the participant from the meeting.
To remove the participant, perform the following steps:
2.The Manage Recurring Meeting dialog box appears. You can either update the changes to only the current occurrence meeting or to all the occurrences and select the Continue.
You can share the public meeting link with the various participants who can get registered to the shared meeting.
To share a public meeting, perform the following steps:
2.The Share Meeting pop message appears. Click Copy to copy the meeting link.
You can clone a particular meeting and update the clone meeting as per your requirements. Clone meeting allows to retain the meeting of a particular meeting and make the changes to it.
To clone a meeting, perform the following steps:
2.The Clone Meeting page appears with the meeting details of the meeting that is selected to clone. You can make the changes as per your requirement and click Save to schedule the cloned meeting.
You can delete the scheduled meetings. You also has an option either to delete a particular occurrence or the all the occurrence of the recurring meeting.
To delete a meeting, perform the following steps:
2.The Delete Recurring Meeting dialog box appears. You can either select:
Delete this occurrence only or
Delete this occurrence and all the future occurrences in this series.
Click Delete after selecting the required option.
Amazon Web Services (AWS) is essential for deploying services in PCC. You can set up a new AWS account or connect an existing one to PCC.
To set up a new AWS account for your project, perform the following:
To establish a new AWS account for use with your project, follow these steps:
Sign into PCC.
On the Project dashboard, navigate to Operations, and select Cloud Providers.
On the Cloud Providers page, click Create to activate your AWS account.
Once done, your AWS account will be activated for your project. A green check mark under the status column confirms that AWS has been successfully activated.
To link your project with another AWS account, follow these steps:
Navigate to the Project dashboard.
Select Cloud Providers from the Operations tab.
Log into PCC.
The project's membership setup grants access to the following information:
Membership settings
Membership tiers
To view a project's Membership Settings and billing details, follow these steps:
Select the desired project.
Click Membership.
In the Membership Settings pane, you'll find information on auto-renewal, payment frequency, prorated charges, and invoicing related to the project.
You can view membership tier information related to the project such as name, pricing type, price point, membership term and description.
To view Membership Settings for a project, perform the following steps:
Click the required project and click Membership.
In the Membership Tier pane, you can view the membership tier details related to the project.
Field | Action |
---|---|
You can also add yourself to the meeting by clicking the + Add yourself to the meeting. You can remove the participant by click of delete icon.
A recurring meeting is indicated with icon.
When the meeting is within one hour of the scheduled time, the Host Key appears as a masked key. You can click the icon to see the host copy and click the icon to copy the host key.
1.Select the scheduled meeting that you want to update, click icon and select Manage Meeting.
1.Select the scheduled meeting, click the icon and select Manage Meetings.
3.Click the icon for the required participant and select Resend Invite. A flyer message appears that informs that the invite has been successfully sent to the selected participant.
1.Select the scheduled meeting that you want to update, click icon and select Manage Meeting.
3.Click the icon and select Remove Participant to remove the participant.
1.Select the scheduled public meeting that you want to share, click icon and select Share Meeting.
1.Select the scheduled public meeting that you want to clone, click icon and select Clone Meeting.
1.Select the scheduled meeting that you want to delete, click icon and select Delete Meeting.
V2 changes are in progress, please refer .
On the Cloud Providers page, click icon next to the Other AWS Account. Enter the AWS Account ID and click Connect.
Field
Action
Common Name
This field refers to the name by which the project is commonly known. Enter a recognizable name that accurately represents the project.
Category
Select a category from the dropdown that best describes the nature of the project.
Slug
The slug is a user-friendly and URL-valid version of the project name. It is typically used in the project's URL and should be unique, descriptive, and easy to remember.
Stage
Select the appropriate stage of the project. By default, the stage is selected to Prospect when you create a new project.
Announcement Date
Select the date The date when the project was officially announced or launched.
Repository URL
The web address (URL) of the project's code repository, is typically hosted on a platform like GitHub.
Technology Sector
Select an appropriate technology sector for your project. You can also select more than one sector.
If you feel that your project falls across all sectors, check the Cross Technology box.
Industry Sector
Select an appropriate industry sector for your project. You can also select more than one sector.
If you feel that your project falls across all sectors, check the Cross-Industry box.
Technical Activity Type
Select your project's technical activities from the dropdown, such as Open source software, Open Hardware, Open Data, Community Initiative, etc.
Funding
Select funding type for your project. If you select the funding type as Funded, then the Model field becomes mandatory.
Model
Select an appropriate model for your project. This field becomes mandatory when the funding type of your project is Funded.
OpenSSF Best Practice Badge ID
If applicable, the ID of the Open Source Security Foundation (OpenSSF) Best Practices Badge awarded to the project. Earlier referred to as CII Project ID.
Description
Provide the project's summary outlining its objectives, features, and key functionalities. This description helps in communicating the project's purpose and scope to stakeholders.
Mission Statment
Write a concise statement that defines the project's core purpose and values. This statement serves as a guiding principle for decision-making and project direction.
Field
Action
Common Name
The commonly known name of the open source project, such as its abbreviation or nickname. For example, OSSF.
You can edit this field on the project definition page.
Formal Name
Enter the legal name of the project as registered with the relevant authorities.
For Example:
Incorporate Project: ABC Project Inc
Series LLC: ABC Series of LF Projects, LLC
Directed Fund: ABC Project Fund
Unincorporated Project: Use the common name
Legal Parent
This field provides info on the legal entity of the project. The legal entity serves as the parent organization of the project.
To select the legal parent use a dropdown menu with predefined options or an autocomplete feature.
You should not enter any values in this field. This information will be gathered from Joint Development Foundation Projects, LLC" or "LF Projects, LLC".
This field applies to series LLC projects.
Parent Project
Enter the parent project under which this project is created. The legal parent entity exercises governance and legal oversight over the entire open source foundation, whereas the project parent entity provides guidance and support to specific projects within the foundation's ecosystem.
Formation Date
This is the official date when the project is established or incorporated. Select the correct date using the provided calendar tool.
Dissolution Date
Enter the dissolution date when the project will be terminated.
Entity Type
This refers to the legal structure or type of entity that the project or foundation is registered as, such as a non-profit organization, corporation, or association. Please select the appropriate entity type from the dropdown menu.
Select the required entity type.
Series LLC - Projects that are created under LF Projects, LLC, or Joint Development project.
Incorporated Entity - Projects that are created as separate incorporations where LF provides services under an MSA (Management Services Agreement) to the project entity.
Subproject - Projects that are created under Unincorporated projects under the Linux project entity, some of which will be Directed Funds.
Incorporation Document
The official document establishing the legal existence of your foundation or project.
Upload or enter the incorporation document URL.
Policies URL
Policies are specific legal policies or guidelines that govern the operations of the open source foundation or projects.
You can provide a link to the relevant policy for reference.
Patent License
Select the license from the dropdown that provides the licensing terms related to patents held by the project or the foundation.
Notice Date
This is the specific date on which official notices or communications are issued by the open source foundation or projects.
It could include notifications about policy updates, organizational changes, or other important announcements
Primary Open Source License
Indicates the main open source license under which your foundation or project operates.
Governance Document
You can update the governance document details here.
Governance Document Enter URL
Enter the governance document URL.
Manage Services Agreement
When entering details about a Master Service Agreement in your project management tools, enter the URL or upload the agreements that are provided to the foundation or the project by external service providers or vendors who are offering their services to support the foundation's operations or projects.
Management Services Effective Date
The date when the management services become operational and effective.
Manage Services Expiration Date
Enter the date when the management services agreement for your foundation or project is scheduled to end.
Field
Action
Project Logo
You can upload the project logo here.
Brand Color
You can select the brand color using the color picker.
Primary Website
Enter the primary website URL.
Notifications Group
Enter the email where you want notifications emails to be delivered.
Social Handles
Provides details related to the social media account links, such as Facebook, Pinterest, YouTube, Reddit, etc.
Add Title
Enter the name of meeting
Meeting Details
Select the date and time for the meeting to be scheduled
Time Zone
Select the required time zone for the meeting.
Frequency of the meeting
Select the required frequency of the meeting. Note: If you are scheduling a non recurring meeting, you need to select Does Not Repeat.
Meeting Settings Meeting Visibility
Make Meeting Public - By default, all meetings will be private. If you want to make the meeting public, you need to select the Make Meeting Public.
Restricted - You can select this option to restrict the meetings to the invited participants only.
Record Meeting - Select this meeting to record a meeting.
None- Meeting recording will be shared only with the PCC access only.
Meeting Attendees - Meeting recording will be shared with the attendees who have attended the meeting.
Transcribe Meeting - Select the transcript visibility. You can either set the visibility of the transcription as Private or Public.
Meeting Description
Provide the description on the meeting
Select a Committee
Select the required committee for which the you want to invite the committee for the meeting.
Select Voting Status
Select the voting status that you want to assign to a committee. You can select the following status:
Alternative Voting Rep
Observer
Voting Rep
Invite Guests
You can invite guests to the meeting by providing the name or email ID of the guest by entering the details in the Add Guests search field.
Select Mailing List
Select the required committee that you want to invite for the meeting.
Field | Information |
Auto Renew | Indicates if the membership is set to auto-renewal. |
Payment Frequency |
Prorated Available | Prorated billing adjusts membership fees based on actual usage, ensuring members only pay for the time they are active. This approach is fair for new members joining mid-cycle or when plans change, aligning costs with service usage. It offers a tailored billing solution that benefits both parties. |
Invoicing | Provides information if the invoicing option is selected or not. |
LFX Member Enrollment | This setting determines if new members can automatically join the project without an invitation. |
Field | Information |
Tier | Provides information on membership type |
Pricing Type | Provides information on pricing type |
Employees | Number of employees |
Price Points ($) | Provides information on price points for the membership |
Membership term | Provides information on membership term |
Active | Provides information if the membership is active or expired. |
Auto-Join | Provides information if the Auto Join is enabled for the project or not. |
You can set up a knowledge base and documentation for your project using Confluence. The team can use this documentation repository to create articles and documentation knowledge bases related to the project.
PCC supports the following documentation tools:
Confluence
PCC allows you to set up a Confluence repository for your project to create documentation related to your project.
To set Confluence for your project, perform the following:
Login into PCC.
The Project dashboard appears. Click Wiki from the Collaboration tab.
You have two options to set up a Confluence page:
Connect to existing
Deploy New
a) If you want to connect to the existing server, Click Existing. Enter the URL (Mandatory) of the existing server, provide the API User and API Key (Not Mandatory) if they are available, and click Connect. The Confluence page will be set up on the existing server.
You should have set up the Primary Domain to the project before you connect to the existing Confluence page.
b) If you want to connect to a new server, select Deploy New and click Connect. The Confluence page will be set up for a new service provider.
Issue Tracker service allows you to set up the Jira board to track issues and backlog activities related to your project. You can set up the Jira board, add, update, and delete service administrators.
You can deploy a new Jira board to your project.
To deploy a new Jira board for a project, perform the following steps:
Login into PCC.
The Project dashboard appears. Click Issue Tracker from the Collaboration tab.
You have the option to connect to the existing Jira board for your project.
To connect to the existing Jira board for a project, perform the following steps:
1.Search for the required project. The Project dashboard appears. Click Issue Tracker from the Collaborations tab.
After setting up the Jira board, you can add a Service Administrator to the Jira board.
To add a Service Administrator to the Jira board for a project, perform the following steps:
1.Search for the required project. The Project dashboard appears. Click Issue Tracker from the Collaborations tab.
2.In the Jira tab, click +Add Service Administrator.
3.The Add Service Administrator dialog box appears. Enter the Full Name of the user and the Email Address and click Save.
Voting feature allows you to create poll for a particular committee and share it to the committee members for the taking their vote.
Voting page provides you with the lists of polls created for the voting. You can filter the voting based on status of the poll such as All, Active, Disabled and Ended.
Voting list table provides the following details:
Name of the poll
Name of the committee for which poll has been created
Poll created date
Status of the poll
Poll end date
Managing the poll
You can create a poll to be voted for a particular committee. To create a poll, perform the following steps:
Log into the PCC.
The Project dashboard appears. Click Voting from the Collaboration tab.
Click Create Poll.
The Create New Poll dialog box appears. Enter the following details and click Save.
Click + Add Option and + Add Question links to add multiple options and questions.
You can manage a poll that has been created. You can view the results of the poll as well as send reminders for the committee members to participate in polls.
To view the results of the poll, perform the following steps:
The View Results dialog box appears with results details.
Click download icon to download the results in an image format.
To send the reminder to the committee members to participate in the poll, perform the following steps:
The Send Poll Reminder dialog box appears. Select the required members and click Send to send the reminder.
You can only send reminders to the members who have not voted.
Bookmarks allows you to bookmark any of your favorite project. Bookmarking a project allows you to view all your favorite projects under one tab. Bookmarking allows you to mark a particular project as your favorite project by just click of a star button.
To bookmark a project, perform the following steps:
2.The project will be bookmarked and available under the Bookmarks tab.
The Issue Tracking page appears. Click the icon available in front of Connect. Click Deploy New and click Connect.
2.The Issue Tracking page appears. Click the icon available in front of Connect and click Existing, enter the existing Jira URL, API User, and API Key, and then click Connect.
If you want to update the existing Service Administrator details, click the edit icon.
If you want to delete the existing Service Administrator, click the delete icon.
Field | Description |
---|---|
Click the icon under Mange and click View Results.
Click the icon under Manage and click Send Reminder.
1.Go to the project that you want to bookmark and click the icon available next to the project name.
Name
Provide the name of the poll
Committee
Select the required committee for which you have created the poll
Close Date
Enter the date for closing the poll
Description
Enter a short description for the poll
Question
Enter the polling question
Type of Response
Select the required response for the entered question
Option 1, Option 2
Enter the options
Net Promoter Score (NPS) is an index ranging from -100 to 100 that measures the willingness of customers to recommend a company's products or services to others. This metric is a reliable indicator of a customer's satisfaction level with a company's product or service and their allegiance to the brand.
How to Calculate NPS
The score is calculated by taking the difference between the percentage of promoters and the percentage of detractors, using the following formula:
Understanding NPS Ranges
Promoters (score 9-10) are loyal enthusiasts who will keep buying and referring others, fueling growth.
Passives (score 7-8) are satisfied but unenthusiastic customers who are vulnerable to competitive offerings.
Detractors (score 0-6) are unhappy customers who can damage your brand and impede growth through negative word-of-mouth.
An NPS score between 30 to 100 is generally considered excellent and indicates that a company has far more promoters than demoters.
NPS Chart
The NPS chart visually presents the numbers of:
Promoters
Passive users
Detractors
The chart helps companies quickly grasp their NPS distribution and track improvements or declines in customer satisfaction over time.
Health Metrics provides a dashboard for all onboarded projects that shows a quick snapshot of the project's health by combining metrics from the OSSF Scorecard project and the CNCF CLOMonitor project to compute projects' overall best practices score.
The following are the main objectives of this feature :
Provide visibility to the projects on areas to improve as per the OSS best practices guidelines for project setup.
Monitor the project's health and take immediate action when the same starts deteriorating.
Act as a checklist for the projects when they are ready to Graduate.
Accessing the Health Metrics for your project is straightforward:
Log into your PCC account.
Navigate to the project of interest.
Click on the 'Reports' tab.
Select 'Health Metrics' to view the project's health report.
To access the Health Metrics report, perform the following steps:
Login into your PCC account.
Search the required project.
Click on the 'Reports' tab.
Select Health Metrics to view the project's health report.
Board Meeting Participation is recorded at 100% for an organization when at least one of its eligible members attends the meeting. In this metric, only voting or alternative voting representatives are considered eligible. The calculation considers all past board meetings held within the current year.
Board Meeting Participation provides the following details:
Total number of meetings attended
Percentage of meeting attendance
Name of the member who attended the meeting
Organization Name
Percentage of meetings attended
The last meeting attended
You will be navigated to the member details page by clicking the organization name. For more information, refer to Member Details.
Events provides you with the health metrics for the events. The Events charts provides the following details:
Total events bar graph
Total event sponsorship
Upcoming event details
Total Events bar graph provides you the total events organized that comprises of past and upcoming events. It also provides you with the percentage of progress with respect to the events organized. You can also see the sponsorship for various membership such as Gold, Platinum, Diamond, Silver, Bronze and General.
On click of Explore More, you will be navigated to the Events details page. Events details page provides details provides various details related to the events for the current year. Events details page provides details such as:
Total events bar graph
Total event sponsorship
A pictorial world map that provides details such as name of the place, total revenue and total registrants when you hover over a location.
Event Attendance and Growth bar graph
Events table
On click of the event name, an event snapshot which provides:
Event Name
Registration details
Sponsorship details
Upcoming Events provides you with the details of the upcoming events that provides details such as total number of registration and the total goal that was set for the registration. It also provides you with the details related to the speakers. It gives you the total number of speakers accepted out of the total number of speakers registered.