https://www.infodesire.net/dokuwiki/ 2026-04-16T15:23:48+00:00 https://www.infodesire.net/dokuwiki/ https://www.infodesire.net/dokuwiki/lib/exe/fetch.php?media=logo.png text/html 2020-09-25T08:06:31+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2_projectile_im_ueberblick&rev=1601021191&do=diff [Back] [Home] [Next] 2 Projectile at a glance Projectile consists of the following base modules: * 2.01 Basic and System Data * 2.02 Project Data * 2.03 Registration Module * 2.04 Invoicing Module (Optional) * 2.05 Reporting System text/html 2021-12-08T11:31:58+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01_basisdaten&rev=1638963118&do=diff [Back] [Home] [Next] 2.01 Basic and System Data The Basic Data module contains the masks for managing system parameters, key data and master data. This is where the basis for the information system and project settlement is laid. The data maintenance of the Basic Data module should be carried out by a system administrator in coordination with the management and/or project management. text/html 2021-05-28T10:39:05+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.01_system_-_konfiguration&rev=1622198345&do=diff [Back] [Home] [Next] 2.01.01 Configuration The Configuration mask manages the parameters for the entire system. These include the company-specific parameters location, country, language and currencies, which are used as default settings for the master data. In addition, the per diems/flat rates and travel hour rates for cost accounting are stored here and the parameter for the payment term is defined. In addition, meal provision and surcharges can also be defined here for the whole company. text/html 2021-11-30T12:55:13+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.02_system_-_system&rev=1638276913&do=diff [Back] [Home] [Next] 2.01.02 System The System mask manages the system parameters in Projectile. This includes the path for the billing documents and other system properties. The mask consists of the following elements: * Invoice Path: This field indicates the path in which the generated billing documents (quotations, invoices and payment reminders) are stored. This path is valid system-wide if no other paths are defined in the XML configurations. However, this specification is only used… text/html 2021-12-08T11:31:35+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.03_system_-_zeitdienst&rev=1638963095&do=diff [Back] [Home] [Next] 2.01.03 Timed Action The timed action mask manages the system services for periodic actions in Projectile. This includes, for example, reminders or information by e-mail to individual users or user groups as well as the automatic generation of evaluations and similar processes. A repetition rate and period can be defined here for each timed action. text/html 2021-11-30T13:20:18+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.04_key_-_kalender&rev=1638278418&do=diff [Back] [Home] [Next] 2.01.04 Calendar The Calendar mask manages site operating calendars for the system. Here it is possible to define the daily and weekly working hours as well as the number of working days per week for each location of the company. This data is needed for the overviews and resource planning (especially for the determination of the target working times). In addition, the key figures for working time management can be managed here. text/html 2021-11-30T13:21:23+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.05_key_-_feiertag&rev=1638278483&do=diff [Back] [Home] [Next] 2.01.05 Holiday The mask Holiday manages the non-working days for the individual locations and allows the definition of location-related holidays and company holidays. These non-working days are required for overviews and capacity proposals (especially for determining planned working times). text/html 2021-11-30T13:25:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.06_key_-_waehrung&rev=1638278728&do=diff [Back] [Home] [Next] 2.01.06 Currency The mask currencies manages the currencies for the entire system. The currency is assigned to a country and contains information about the number of decimal places and the print constants of the currency. The currencies are required for cost entry and the components of the text/html 2021-11-30T13:26:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.07_key_-_kurs&rev=1638278770&do=diff [Back] [Home] [Next] 2.01.07 Exchange Rate The document class Exchange rate manages the exchange rates for the conversion between two currencies. A factor with a corresponding exchange rate is defined between the source currency and the target currency. The exchange rates are required for the conversion of the currency fields. text/html 2021-11-30T13:31:39+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.08_key_-_umsatzsteuer&rev=1638279099&do=diff [Back] [Home] [Next] 2.01.08 Sales Taxes The mask sales tax manages the percentages for the country-specific sales tax. These rates are used for quotations and invoices (see also Offer and invoice). In addition, these rates are important for entering receipts in the Data Entry Module. This document consists of these elements: text/html 2021-11-30T13:36:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.09_key_-_pauschale&rev=1638279363&do=diff [Back] [Home] [Next] 2.01.09 Flat Rate The flat rate mask manages the statutory per diem and accommodation flat rates for each country. The internal per diems are required to determine the daily allowance and accommodations rates to be paid to the employees, within the text/html 2021-11-30T13:40:34+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.10_key_-_kostenart&rev=1638279634&do=diff [Back] [Home] [Next] 2.01.10 Cost Type The mask cost element manages the groupable cost elements for budget management and cost entry. The system distinguishes between project costs and overhead costs, which can be subdivided as required. Some project costs (travel expenses, travel costs, external activities) are mandatory and cannot be deleted (like the overhead cost elements Project costs and Overhead costs). You define the grouping of cost elements using the overhead cost element. text/html 2021-12-08T11:50:25+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.12_key_-_fahrzeug&rev=1638964225&do=diff [Back] [Home] [Next] 2.01.11 Vehicle The vehicle mask manages the vehicles in the system. The vehicles are assigned a holder and dates for examinations. The vehicles are required for the travel expenses accounting. The mask consists of the following elements: * text/html 2021-11-30T14:04:14+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.13_basic_-_kontakt&rev=1638281054&do=diff [Back] [Home] [Next] 2.01.12 Company The mask company manages the business contacts. All information about the contact's company, such as name, address and communication possibilities are stored here. For a clear structuring of the business contacts and for a better analysis, information regarding the category, reference, contact type as well as the corresponding branch can be stored for each business contact. In addition, the currency and the charge rate are managed for customers. This data i… text/html 2021-11-30T14:09:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.14_basic_-_kampagne&rev=1638281368&do=diff [Back] [Home] [Next] 2.01.13 Campaign The campaign mask manages the marketing and sales campaigns in the system. It lists, among other things, the person responsible for the campaign, the class and status, the time period, the target group and goals, and the key financial figures of the campaign. text/html 2020-10-02T09:04:40+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.15_basic_-_kampagnenziel&rev=1601629480&do=diff [Back] [Home] [Next] 2.01.14 Campaign Goal The Campaign Goal mask manages the goals of marketing and sales campaigns in the system. Among other things, the objective, the measured variable and unit as well as the actual values are stored here. The mask consists of the following elements: text/html 2021-12-08T11:38:15+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.16_basic_-_verkaufstrichter&rev=1638963495&do=diff [Back] [Home] [Next] 2.01.15 Sales Pipeline The Sales Pipeline mask manages the possible orders in the system. Here, classifications can be made and the need for action, the sales phase, the order probability, the presumed order value and the total budget can be entered. text/html 2021-11-30T14:18:37+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.17_basic_-_entscheidungstraeger&rev=1638281917&do=diff [Back] [Home] [Next] 2.01.16 Decision Board The mask Decision Board manages the persons involved in the sales pipeline (contact persons) in the system. The role, influence, attitude and other settings can be entered here. The mask consists of the following elements: * Id: The Number element uniquely identifies the decision-makers in the system. text/html 2021-11-30T14:19:12+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.18_basic_-_kundenweise_taetigkeiten&rev=1638281952&do=diff [Back] [Home] [Next] 2.01.17 Customerwise Occupation The mask Customerwise Occupation manages the charging and invoicing rates (per hour), which are used differently from the standard rates (usually defined in the activities) for a specific customer. The mask consists of the following elements: text/html 2021-05-28T08:56:14+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.19_basic_-_kundenweiser_mitarbeitersatz&rev=1622192174&do=diff [Back] [Home] [Next] 2.01.18 Customerwise External Price The mask customerwise external price manages the external hourly rates that are used differently from the standard rates (usually defined in the activities) for a specific customer. The mask consist of the following elements: text/html 2021-11-30T14:21:30+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.20_basic_-_adresse&rev=1638282090&do=diff [Back] [Home] [Next] 2.01.19 Address The Address mask manages the additional addresses of a contact. These additional addresses are classified by means of the address type. General Data * Company: This field assigns the address to the corresponding contact. * Address Type: text/html 2021-11-30T14:28:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.21_basic_-_ansprechpartner&rev=1638282487&do=diff [Back] [Home] [Next] 2.01.20 Contact Person The mask contact persons manages all contact persons of the assigned contacts. Information about the department and function of the contact person and the communication possibilities are defined here. A different company address can also be defined in the mask. text/html 2020-10-02T10:17:57+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.22_basic_-_aktion&rev=1601633877&do=diff [Back] [Home] [Next] 2.01.21 Action The mask action manages all actions for the contact person of a contact. An action can be dated and commented on by the user. An indicator can also be assigned to show whether this action has been completed. These actions can be evaluated in the text/html 2021-11-30T14:30:34+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.23_basic_-_taetigkeit&rev=1638282634&do=diff [Back] [Home] [Next] 2.01.22 Activity The activity mask manages all activities for project processing. Each defined activity can be assigned one external and two internal activity records (based on hours). The calculation rates are used for calculation, quotation and invoicing. The allocation rates and production costs are needed for internal projects and for the determination of the actual project costs. These activities form the basis for text/html 2021-11-30T14:36:45+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.24_basic_-_mitarbeiter&rev=1638283005&do=diff [Back] [Home] [Next] 2.01.23 Employee The mask employee manages the master data of the individual project members. All information about the employee, such as the personnel number, the assigned user group, the password for logging into the system, the employee status, location, name and address of the employee, department and function, the communication possibilities as well as the data for working time management are stored here. text/html 2021-12-08T11:42:16+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.25_basic_-_mitarbeitervertrag&rev=1638963736&do=diff [Back] [Home] [Next] 2.01.24 Employee Contract The mask employee contract manages the working time contracts of employees. The contracts are used to map employee master data such as the contract term, leave entitlement, flextime buffer, daily working times and maximum capacity. The contracts have a defined validity. If no valid contract is assigned, the system uses the master data from employee administration. Once defined, contracts can only be deleted or limited. text/html 2021-12-01T12:10:17+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.26_basic_-_mitarbeiterzeitbuchung&rev=1638360617&do=diff [Back] [Home] [Next] 2.01.25 Employee Timeaccount Change The mask employee timeaccount change records and manages the different time bookings in the system. The various time postings are entered in the employee mask using the Post time accounts action. Hours can be added or deducted for the accounts special hours, flextime, overtime and vacation. In addition, the corresponding time posting from which the transaction was posted or debited is displayed. text/html 2021-12-08T11:43:53+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.27_basic_-_unit&rev=1638963833&do=diff [Back] [Home] [Next] 2.01.26 Unit The Mask Unit manages the organizational structures of the company. Usually departments and sub-departments (if necessary also locations) with the corresponding employees are defined here. These units are used (analogous to the projects) as a basis for the local authorization system (see also Administration Guide). They can also be used to assign projects to organizational units. text/html 2021-12-01T12:15:06+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.28_basic_-_warengruppe&rev=1638360906&do=diff [Back] [Home] [Next] 2.01.27 Goods Group The mask Goods Group manages the merchandise categories as collective objects for articles in the system. These merchandise categories can be organized hierarchically, that is, each merchandise category can consist of any number of subordinate merchandise categories. The merchandise category can contain information on the vendor, commission and accounts for financial accounting, among other things. text/html 2021-12-08T11:46:46+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.29_basic_-_artikel&rev=1638964006&do=diff [Back] [Home] [Next] 2.01.28 Item The item mask manages the articles (or external services) in the system, which can be invoiced on a project-related basis. Here you can store articles of the company's own product portfolio or external services with purchase and sales price. These services can be invoiced project-related in the mask text/html 2021-12-01T12:28:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.30_basic_-_preise&rev=1638361712&do=diff [Bacl] [Home] [Next] 2.01.29 Price (Article Price) The Price mask manages the article prices in the system if there are prices that differ from the purchase and sales price. These prices are valid and have up to three price levels. The mask consists of the following elements: text/html 2021-12-01T12:30:40+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.31_basic_-_to-do&rev=1638361840&do=diff [Back] [Home] [Next] 2.01.30 To Do The mask to do manages general or assigned tasks within the system. The assigned tasks are assigned either to contacts, contact persons and/or work packages. The ToDo mask contains information about the processing status, date, employee, contact data and the assigned work package. The To-Dos are mainly assigned to work packages and then used as a checklist. text/html 2021-12-01T12:31:31+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.01.32_basic_-_termin&rev=1638361891&do=diff [Back] [Home] [Next] 2.01.31 Time Entry The Time Entry mask manages the appointment entries of the personal calendar and the group calendar. The appointment contains information about the type of appointment, the period, the participants, the invitation status and the assignment to work packages. text/html 2021-06-04T13:26:06+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.02_projektdaten&rev=1622813166&do=diff [Back] [Home] [Next] 2.02 Project Data In the Project module, all data for project planning including budget management is managed and the project structure is defined. In addition, this module contains the masks for the project-related transaction data such as milestones and degrees of completion, as an important component for the future-oriented controlling instruments. text/html 2021-12-14T10:23:57+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.02.02_projekt&rev=1639477437&do=diff [Back] [Home] [Next] 2.02.01 Project The project mask manages the project master data in the system. The project structure, i.e. the division into projects and sub-projects, can be defined here. Basically, each project can consist of a finite number of sub-projects and hierarchy levels. text/html 2021-12-01T13:43:25+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.02.03_vorgang&rev=1638366205&do=diff [Back] [Home] [Next] 2.02.02 Process The Process mask manages the tasks of the projects. In projectile, operations are the grouping of jobs. This mask shows the activity, the period and the expenses (plan, target, actual, rest, billable, invoiced). The mask consists of the following elements: text/html 2021-12-14T10:25:50+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.02.04_arbeitspaket&rev=1639477550&do=diff [Back] [Home] [Next] 2.02.03 Job The mask Job manages the individual work packages of the projects. Jobs are the lowest level in the work breakdown structure and assign exactly one employee an activity (task/operation) for which this employee is responsible within the project. A job can be assigned to a sub-project as well as to a super- and/or main project. This mask shows the time period, the planned effort and the already invoiced time of the work packages, as well as the actual end. For on… text/html 2021-12-01T14:05:12+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.02.05_meilenstein&rev=1638367512&do=diff [Back] [Home] [Next] 2.02.04 Milestone The Milestone mask manages the milestones of the projects. Milestones define fixed dates by which certain project results must be available in the agreed quality. All relevant information regarding the assignment of a milestone to a project is defined here (milestone date, responsible employee and creation date). The milestones are visualized in the Gantt charts and form the basis of the milestone trend analysis. text/html 2021-12-01T14:05:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.02.06_trendtermin&rev=1638367559&do=diff [Back] [Home] [Next] 2.02.05 Deadline The Deadline mask allows you to estimate the expected date (trend date) by which a milestone will be reached. These estimates form the data basis for the milestone trend analysis of the evaluation module. Estimates can be submitted on any report date. text/html 2021-12-01T14:07:18+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.02.07_anordnungsbeziehung&rev=1638367638&do=diff [Back] [Home] [Next] 2.02.06 Project Timing The Project Timing mask (formerly called Jump Sequence) manages the time relationships between two different work packages and/or milestones that belong to the same project. The jump sequences or relationships defined here between the predecessor and successor form the basis for the networked Gantt diagrams (see also document type Project Evaluations in the Evaluation module) and for the extended planning options based on the network technique. text/html 2021-12-01T14:08:34+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.02.08_fertigstellungsgrad&rev=1638367714&do=diff [Back] [Home] [Next] 2.02.07 Completion The completion mask allows you to assign key figures for project progress. You can make these assignments on any report date. The project status is determined by the variance between the plan/actual comparison and the percentage of completion of a project. text/html 2021-12-09T14:40:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.02.09_budget&rev=1639060859&do=diff [Back] [Home] [Next] 2.02.08 Budget The Budget mask manages the project-related budgets in the system. Here, a budget item can be defined for a project using any cost element. You can define internal budgets (i.e. cost specifications/planned costs) and/or external budgets (items that are to be charged on for a specific project, such as travel or travel expenses). These budget items are compared in the system with the costs entered, as the basis for different plan/actual comparisons. text/html 2021-12-01T14:18:08+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.02.10_projektweise_taetigkeit&rev=1638368288&do=diff [Back] [Home] [Next] 2.02.09 Project-Wise Occupation The mask project-wise occupation manages the activity records that are adapted for a defined project. If these records are defined for a project or sub-project, these values override the global activity records (see also Costing and Pricing). text/html 2021-12-01T14:18:41+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.02.11_projektweiser_mitarbeitersatz&rev=1638368321&do=diff [Back] [Home] [Next] 2.02.10 Project-Wise External Price The mask project-wise external price manages the activity records that are adjusted for a defined project. If these records are defined for a project or sub-project, these values override the global employee record (see also cost and pricing). text/html 2021-12-09T09:47:58+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.02.12_statusbericht&rev=1639043278&do=diff [Back] [Home] [Next] 2.02.11 Status Report The status report mask is divided into the following three tabs: General Data * Basic Information: * Number: In this field, the number of the status report is automatically assigned by the system. * Project: This field displays the project selected at the beginning of the status report you created. text/html 2021-12-01T14:33:09+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.02.13_projektaenderungsantrag&rev=1638369189&do=diff [Back] [Home] [Next] 2.02.12 Change Request Change management is the organization, administration and processing of change requests during the course of a project. The Project Change screen allows you to define change requests for the project. The user can store, evaluate and qualify changes here. text/html 2021-12-10T14:18:49+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.02.14_programm&rev=1639145929&do=diff [Back] [Home] [Next] 2.02.13 Program The mask program contains: General Data * Basic Information: * Number: In this field, the number of the program is automatically assigned by the system. * Description: This field allows you to enter a description of the program. text/html 2021-12-09T09:52:39+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.02.15_portfolio&rev=1639043559&do=diff [Back] [Home] [Next] 2.02.14 Portfolio The mask portfolio allows the administration of project portfolio management for any selected projects and qualitative characteristics. Project portfolio management is the planning, management and control of selected projects of an organization. text/html 2021-06-11T10:53:00+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.03_erfassungsmodul&rev=1623408780&do=diff [Back] [Home] [Next] 2.03 Recording The recording module contains the masks for time and cost recording. Here the work performances can be recorded with the help of different recording documents, various costs and times. The module contains the following six masks and the TimeTracker for time recording: text/html 2020-10-09T11:07:00+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.3.01_timetracker&rev=1602241620&do=diff [Back] [Home] [Next] 2.03.01 TimeTracker The TimeTracker realizes the time recording for working and project times. In the TimeTracker all work packages are listed for the project member, which are not yet completed and for which he is responsible. The assignment of the work packages to the corresponding employee is realized in the document type Work packages. Absences (vacation, illness, text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.3.02_abwesenheit&rev=1579268748&do=diff text/html 2021-12-01T14:57:38+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.3.03_reisen&rev=1638370658&do=diff [Back] [Home] [Next] 2.03.02 Travel The travel mask allows you to enter project-related trips that an employee has taken within the framework of a specific project. The trip duration (difference between the start and end of the trip) and the per diem and accommodations per diems/flat rates used as a basis are used to calculate the per diems/flat rates for employees. In addition, the amounts entered from receipts and trips can be assigned to a trip. Meal provision for overnight stays in a hotel… text/html 2021-12-01T14:58:45+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.3.04_mahlzeiten&rev=1638370725&do=diff [Back] [Home] [Next] 2.03.03 Catering The mask catering enables you to enter the costs of meals for business trips. These meals costs must be deducted from the per diems for the employee as imputed income. These records are stored in the Configuration mask. The document class consists of the following elements: text/html 2021-12-01T15:01:35+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.3.05_fahrten&rev=1638370895&do=diff [Back] [Home] [Next] 2.03.04 Trip The mask trip enables the entry of project-related drives and their costs (commuting expenses), which the driver of a vehicle has caused in the context of a project. The travel costs can be assigned by selecting an already entered trip by marking this trip and are thus also displayed in the document category Trips with their corresponding cost element. It is basically possible to determine the travel costs by kilometer flat rate (distance from kilometer old an… text/html 2021-12-01T15:06:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.3.06_beleg&rev=1638371219&do=diff [Back] [Home] [Next] 2.03.05 Receipt of Costs The receipt mask manages all documents in the system. In principle, all costs for the documents and which an employee has caused can exist here, be entered and assigned to a project. This also includes receipts that belong to travel and/or travel costs. The receipts can be assigned by selecting an already entered trip and are displayed in the document category Trips with their corresponding cost element. By entering the net amount and the sales tax… text/html 2021-12-14T10:27:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.3.07_fremdkosten&rev=1639477631&do=diff [Back] [Home] [Next] 2.03.06 Item Sale The mask external costs enables the project-related billing/forwarding of external services or articles. The number of external services (e.g. articles or licenses) defined in the Master Data module are assigned to a project. The sales price is preset with the recommended sales price of the article and the corresponding total price is displayed. text/html 2021-06-04T13:23:06+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.3.08_statusbericht&rev=1622812986&do=diff [Back] [Home] [Next] 2.03.07 Status Report The status report mask allows you to evaluate a project at any time. These subjective and/or qualitative characteristics are automatically supplemented by quantitative key figures for reporting purposes. Based on the information of this mask and the evaluation system, an RTF file is generated, which contains information about the evaluations and decision needs, effort and cost information and the Earned Value Analysis. text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.3.09_projektaenderung&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.3.09 Projektänderung Änderungsmanagement ist die Organisation, Verwaltung und Abwicklung von Änderungsanforderungen während des Projektablaufs. Die Maske Projektänderung ermöglicht die Definition von Änderungsanträgen für das Projekt. Hier können vom Benutzer Änderungen hinterlegt, bewertet und qualifiziert werden. text/html 2020-03-06T09:01:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.04_fakturamodul_optional&rev=1583485267&do=diff [Back] [Home] [Next] 2.04 Invoicing Module The optional invoicing module supports the project managers in the quotation and invoicing process. Order confirmations, third-party invoices and payment flows can also be managed here. The module contains the following masks: text/html 2021-12-09T10:51:55+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.4.01_angebot&rev=1639047115&do=diff [Back] [Home] [Next] 2.04.01 Offer Header The offer header mask realizes the offer preparation for a selected project or subproject. An offer can only be created for external projects. This mask contains the information about the offer amount, the creator of the offer, the offer date and the corresponding offer items. text/html 2021-12-09T10:49:50+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.4.02_angebotsposition&rev=1639046990&do=diff [Back] [Home] [Next] 2.04.02 Offer Position The mask offer position contains the reference to the offer as well as information about the position, description, number of hours or units, the external and internal amount of the offer position and the cost element. The offer value is determined from the amounts of the individual offer items. text/html 2021-12-09T10:47:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.4.03_auftragsbestaetigung&rev=1639046827&do=diff [Back] [Home] [Next] 2.04.03 Order The order mask manages the customer's orders. After acceptance of an offer, the order data can either be entered directly into the project or an order confirmation can be created. This order confirmation is necessary for projects that are not ordered as offered. text/html 2021-12-09T10:43:39+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.4.04_auftragsbestaetigungsposition&rev=1639046619&do=diff [Back] [Home] [Next] 2.04.04 Order Position The mask order position contains the reference to the order confirmation as well as information about the item, description, number of hours or units, the external and internal amount of the order confirmation and the cost element. The order value is determined from the amounts of the individual items. text/html 2021-12-14T10:28:20+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.4.05_vertrag&rev=1639477700&do=diff [Back] [Home] [Next] 2.04.05 Contract The mask contract manages periodic invoices with their basic conditions. This functionality can be used, for example, for maintenance and service contracts or the billing of domains or subscriptions. The mask contains information about the project, the invoice recipient, the scope of services, the terms of payment and the generated invoices. text/html 2021-12-02T11:00:24+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.4.06_vertragsposition&rev=1638442824&do=diff [Back] [Home] [Next] 2.04.06 Contract Position The Contract Position mask manages the details for periodic invoicing, if the invoice for this is to contain items. These items can also contain external services. The mask consists of the following elements: * Contract: text/html 2021-12-09T10:07:20+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.4.07_zahlungsplan&rev=1639044440&do=diff [Back] [Home] [Next] 2.04.07 Payment Plan The payment plan mask manages the dates for invoicing. The payment plans in Projectile are part of contract management (see also Contract) and contain information about the date of invoicing or the required percentage of completion and the percentage or absolute discount of the partial invoices. text/html 2021-12-10T14:22:09+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.4.08_fremdrechnung_eingangsrechnung&rev=1639146129&do=diff [Back] [Home] [Next] 2.04.08 Incoming Invoice The mask Incoming invoice manages the incoming invoices of the partners or suppliers for a specific project. The third-party invoices contain information about the vendor, status of the invoice, service interval, net amount, total amount, creator, and date of invoicing. text/html 2021-12-14T10:29:56+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.4.09_fremdrechnungsposition&rev=1639477796&do=diff [Back] [Home] [Next] 2.04.09 Incoming Invoice Position The mask incoming invoice position manages the items of the incoming invoices. It contains information about the project, the net and gross amount of the line item, sales tax, cost element, and whether the line item has already been invoiced. text/html 2021-12-02T11:49:46+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.4.10_zahlungsausgang&rev=1638445786&do=diff [Back] [Home] [Next] 2.04.10 Outgoing Payments The mask outgoing payments manages the payment flows in relation to external invoices (incoming invoices). The outgoing payments contain information about the invoice amount, date and amount of the outgoing payment. The difference between the invoice amount and the amount of the outgoing payment is also displayed. text/html 2021-12-10T14:24:15+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.4.11_rechnung&rev=1639146255&do=diff [Back] [Home] [Next] 2.04.11 Outgoing Invoice The mask Invoice realizes the invoicing in the system. The (outgoing) invoice contains, among other things, information on the invoice description, project, creator, status of the invoice, service interval, net amount, sales tax, total amount, cash discount, billing type and invoice date. text/html 2021-12-09T10:41:18+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.4.12_rechnungsposition&rev=1639046478&do=diff [Back] [Home] [Next] 2.04.12 Outgoing Invoice Position The Outgoing Invoice Position mask contains information on the invoice item, invoice description, cost element, number of hours or units of the invoice items, and external and internal invoice amount for the item. text/html 2021-12-14T10:31:00+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.4.13_zahlungseingang&rev=1639477860&do=diff [Back] [Home] [Next] 2.04.13 Incoming Payments The incoming payments mask manages the invoiced invoices for which an incoming payment is still outstanding or the incoming payment is specified. The document category includes fields for invoice number, invoice revenue, cash discount, total amount, date of receipt of payment, amount of receipt of payment, status of receipt of payment, and remarks. text/html 2021-06-11T14:43:52+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.05_auswertungssystem&rev=1623422632&do=diff [Back] [Home] [Next] 2.05 Reporting System The reporting system supports the project manager in project management with up-to-date project information and overviews. The work statements, cost lists and other evaluations are available in the form of tabular and graphical reports. text/html 2021-12-14T10:35:19+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.5.01_earned-value-analyse&rev=1639478119&do=diff [Back] [Home] [Next] 2.05.01 Earned Value Chart The Earned Value Analysis report lists the planned and actual expenses (in hours or man-days) as well as the percentage of completion (progress to previous period) for a project over any period. The so-called earned value and other key figures (BCWS, ACWP and BCWP) are determined from this data. The special feature of Earned Value Analysis is that the BCWP is used for project assessment as the third variable of the same unit in addition to the pl… text/html 2021-12-14T10:35:08+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.5.02_fakturaauswertung&rev=1639478108&do=diff [Back] [Home] [Next] 2.05.02 Cost Center Chart The cost center chart generates the financial evaluations in the system. These include cost evaluations (plan/actual comparisons, that is, budgets for costs and detailed evaluations), general billing evaluations (quotations, budgets, invoices, costs, payment flows and contribution margin including detailed evaluations), overviews of billable and billed services, a list of open items and results evaluations. text/html 2021-12-14T10:34:45+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.5.03_gantt-diagramm&rev=1639478085&do=diff [Back] [Home] [Next] 2.05.03 Gantt Chart The Gantt Chart realizes the project-related bar chart evaluations. A Gantt chart is a diagram for visualizing the time planning of a project. The duration of a work package or project is symbolized by the length of the bar in the time axis. The bars can include both actual and plan data. Events or milestones are displayed as points in time. As parameters for the generated evaluations, the display options (via projects, work packages, milestones, with n… text/html 2021-12-14T10:34:24+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.5.04_kapazitaetsauswertung&rev=1639478064&do=diff [Back] [Home] [Next] 2.05.04 Capacity Charts The capacity charts contains the resource evaluations (utilization and capacity overviews) and the calendar evaluations (overviews of absences such as vacation, illness, ...). The mask consists of the following elements: text/html 2021-06-11T14:43:15+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.5.05_kontaktauswertung&rev=1623422595&do=diff [Back] [Home] [Next] 2.05.05 Assessment Chart The Assessment Chart generates contact and action lists based on the data of the contact system. For example, all actions of an employee, for a customer or all open actions can be listed here. The mask consists of the following elements: text/html 2021-12-14T10:35:56+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.5.07_mitarbeiterauswertung&rev=1639478156&do=diff [Back] [Home] [Next] 2.05.06 Employee Chart The employee evaluation realizes the employee-related evaluations and overviews regarding utilization and capacities. These include general overviews, time and activity statements, plan/actual comparisons, capacity utilization and capacity evaluations and overviews of absences (vacation, illness, etc.). text/html 2021-12-14T10:36:18+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.5.08_portfolio-auswertung&rev=1639478178&do=diff [Back] [Home] [Next] 2.05.07 Portfolio Evaluation The portfolio evaluation evaluates combinations of projects (portfolio) over several axes. The basis of this evaluation is the combination of projects in the mask portfolio. In this mask the projects can be compiled and the axes for the evaluations can be predefined. text/html 2021-12-14T10:36:42+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.5.09_projektauswertung&rev=1639478202&do=diff [Back] [Home] [Next] 2.05.08 Project Evaluation The project evaluation realizes the project-related evaluations. This includes the project overview, the work breakdown structure, plan/actual comparisons for projects and work packages, the milestone trend analysis, the visualization of degrees of completion, time statements and a skills matrix. text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.06_schnellerfassungen_und_weitere_funktionalitaeten&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.06.01 Schnellerfassungsfunktionalitäten Projectile beinhaltet verschiedene Schnellerfassungen, wie beispielsweise die Abwesenheitserfassung (siehe auch Abschnitt 5.08.2 Abwesenheitserfassung), die Funktionalität “Fakturierbare Zeit” und die Erfassung text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.06_schnellerfassungen_und_weitere_funktionalitaeten1&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.06 Erfassungen und Funktionalitäten 2.06.01 Schnellerfassungsfunktionalitäten 2.06.02 Abwesenheitserfassung 2.06.03 Fakturierbare Zeiten 2.06.04 Schnellerfassung Reisen 2.06.05 Schnellerfassung Fahrten 2.06.06 Spesenabrechnung 2.06.07 Fertigstellung schätzen 2.06.08 Zeiterfassung sperren text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.07_archiv_und_historie&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.07 Archiv und Historie Projectile beinhaltet optional eine Papierkorb- und Archivierungsfunktionalität sowie eine Historie auf Datensatzebene. Alle gelöschten und/oder archivierten Datensätze von Projectile werden bei Verwendung des Archivs während des Löschvorgangs als XML-Daten auf den Webserver abgespeichert. Mit Hilfe des Archivs können diese Daten selektiert und wieder in die Datenbank überführt werden. text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.08_workflow-modul&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.08 Workflow-Modul Die in Version 2.6 erstmals ausgelieferte Workflow-Engine von Projectile basiert auf OS-Workflow und ist Bestandteil der Basisversion. Dieses Basismodul ist in Version 2.7 und Version 2.9 weiter verbessert worden. Mit Hilfe der Workflow-Engine können die bestehenden Projekt- und Standard-Workflows (Rückmeldung der Erfassung, Abwesenheitsbeantragung, Reisekostengenehmigung, text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.09_internes_benachrichtigungssystem_passiver_mailer&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.09 Internes Benachrichtigungssystem (passiver Mailer) Projectile beinhaltet ein internes Benachrichtigungssystem. Die Funktion zum Empfangen der internen Benachrichtigungen (passiver Mailer) ist Bestandteil der Basisversion. Mit Hilfe dieser Funktion werden die zugestellten Nachrichten angezeigt und können zum Lesen geöffnet werden. Darüber hinaus werden die Mails auch im persönlichen Kalender (Termin-Plugin) angezeigt. text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.10_reportgenerator_reportmaker&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.10 Reportgenerator "ReportMaker" Zusätzlich zu den Standauswertungen (siehe auch Abschnitt 2.05 Auswertungssystem) existiert optional ein integrierter Reportgenerator. Der Reportgenerator bietet, über die Standardreports hinaus, eine weitere Möglichkeit den Datenbestand von Projectile auszuwerten. Mit Hilfe des Report-Designers können bestehende Reports angepasst und neue Reports erstellt werden. Um einen Report zu benutzen oder zu erstellen, wird eine entsprechende … text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.11_groupware-modul&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.11 Groupware-Modul Projectile beinhaltet optional im Groupware-Modul eine interne und externe Mailfunktionalität, eine integrierte Dokumentenverwaltung und den Gruppenterminkalender: 2.11.01 Mailsystem "Mailer" 2.11.02 Dokumenteverwaltung "Flyer" 2.11.03 Gruppenterminkalender "Team-Kalender" text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.11.01_mailsystem_mailer&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.11.01 Mailsystem "Mailer" Projectile beinhaltet im optionalen Groupware-Modul eine interne und externe Mailfunktionalität. Mit Hilfe des integrierten Mailsystems “Mailer” können systemweit Mails und Kurznachrichten versendet werden. Die internen Mails können direkt auf beliebige Dokumente im System verweisen und automatische Nachrichten für Wiedervorlagen (siehe auch text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.11.02_dokumentenverwaltung_flyer&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.11.02 Dokumenteverwaltung "Flyer" Projectile beinhaltet im optionalen Groupware-Modul eine integriert Dokumentenverwaltung. Mit Hilfe der Dokumentenverwaltung können auf dem Webserver Verzeichnisstrukturen erstellt sowie Dateien abgelegt und verwaltet werden. Die Dokumentenverwaltung beinhaltet persönliche Ordner und Projektordner. Diese Ordnerstrukturen unterliegen komplett dem Berechtigungssystem. text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.11.03_gruppenterminkalender_team-kalender&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.11.03 Gruppenterminkalender "TeamKalender" Der Gruppenterminplaner verwaltet projektrelevante Termine (Meilensteine, externe und interne Termine, Projektaktionen) und personenbezogene Termine (Abwesenheiten wie Urlaub und Krankheit, Feiertage, allgemeine Aktionen, ...). Der Kalender kann für den Benutzer, die Gruppe (beispielsweise text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.12_produktdokumentation_und_ticketsystem_produktmanagement&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.12 Produktdokumentation und Ticketsystem "Produktmanagement" Die Komponente Produktmanagement ermöglicht die Definition von Produkt- und/oder Dienstleistungsstrukturen und die Möglichkeit, Änderungsanträge für Veränderungen oder Fehler zuzuordnen. Diese Änderungsanträge können direkt Projekten, Teilprojekten oder Arbeitspaketen zugeordnet werden. text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.12.01_komponente&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.12.01 Komponente Mit der Komponente wird die Struktur der Dienstleistungen oder Produkte im System hinterlegt. Die Komponente beinhalten u.a. Informationen über die Produktstruktur, die Version, die Bearbeiter, die Tickets und zugeordnete Projektdaten. text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.12.02_aenderungsantrag&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.12.02 Änderungsantrag Mit dieser Komponente können Änderungsanträge (Erweiterungen, Reduzierungen, Fehlerbehebungen, ...) zu ausgewählten Modulen erfasst werden. Die Änderungsanträge beinhalten u.a. folgende Informationen: Typ, Erstellung, Bewertung, Gültigkeit und die Zuordnung zu Projektdaten. text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.12.03_call-center&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.12.03 Call-Center Im Modul Call-Center können ein- und ausgehende Calls, die daraus entstehenden Supportfälle und die zugeordneten Nachrichten verwaltet werden. Um einen neuen Call anzulegen, klickt man entweder auf den Plus-Button im Menü text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.13_wissens-_und_informationsmanagementsystem_infomarktplatz&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.13 Wissens- und Informationsmanagementsystem "Infomarktplatz" Projectile beinhaltet optional ein webbasiertes Informationssystem für das Wissensmanagement. Jeder Benutzer nimmt an der Pflege der Informationen bzw. Beiträge im Infomarktplatz teil. Im normalen Betrieb braucht das System also keinen Moderations- oder Redaktionsaufwand. text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:2.15_team-kalender_2&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.13 Team-Kalender 2 Ansichten * Zusammengehörige Einträge werden beim drauf zeigen mit der Maus hervorgehoben. * Alle Farben und Icons sind frei Konfigurierbar (Einträge, Wochenenden, Feiertage, Hervorhebungen) * Es kann konfiguriert werden welche Dokumenttypen verschiebbar bzw anlegbar sind. text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:abwesenheiten_und_abwesenheiten_mitarbeiter&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.06.02 Abwesenheitserfassung Die Erfassung der Abwesenheiten (Urlaub, Krank, Dienstreise, ...) wird u.a. für die Arbeitszeitverwaltung und das Ressourcenmanagement verwendet. Gerade längere Abwesenheiten sollten im System erfasst werden, damit diese Prognosen im Ressourcenmanagement (siehe auch Abschnitt text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:fahrtenerfassung_und_fahrtenerfassung_mitarbeiter&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.06.05 Schnellerfassung Fahrten Neben der detaillierten Fahrtenerfassung bietet Projectile auch eine Schnellerfassung für Fahrten an. Aus der Anzahl der Kilometer (Distanz) errechnet sich die Km-Pauschale. Die entsprechenden Sätze sind in der Maske Konfiguration hinterlegt. Diese Funktion erzeugt mehrere Fahrten, die dann ergänzt werden können. text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:fakturierbare_zeiten&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.06.03 Fakturierbarer Aufwand Erbrachte Leistungen werden nicht immer wie erfasst zur Abrechnung freigegeben. Mit Hilfe der Funktionalität “Fakturierbare Aufwände” können die erfassten Zeiten für die Rechnungsstellung in Projectile (siehe Abschnitt text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:fertigstellung_schaetzen&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.06.07 Fertigstellung schätzen Für das Projektcontrolling wird als Vergleichsgröße entweder der Fertigstellungsgrad oder der Restaufwand benötigt. Diese Schätzungen können im TimeTracker (vom Mitarbeiter) oder im Dialog “Fertigstellung schätzen text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:kurzdokumentation&rev=1579268748&do=diff [zurück] [Home] [weiter] 2 Projectile im Überblick Projectile ist eine webbasierte Software für Dienstleister zur Prozessoptimierung. Sie enthält neben Modulen für Kontakt- und Terminmanagement, Portfolio- und Projektmanagement, Zeit- und Kostenerfassung ebenso ein Fakturamodul (zur Erstellung von Angeboten und Ein- und Ausgangsrechnungen), ein Auswertungssystem sowie individuelle Zusatzmodule. text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:reiseerfassung_und_reiseerfassung_mitarbeiter&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.06.04 Schnellerfassung Reise Neben der detaillierten Reisekostenerfassung bietet Projectile auch eine Schnellerfassung für Reisen an. Aus der Reisedauer (Differenz aus Reisebeginn und Reiseende) und der zugrunde gelegten Tagegeld- und Übernachtungspauschale, errechnet das System die Tagesgeldpauschalen der Mitarbeiter. Aus der Anzahl der Kilometer (Distanz) errechnet sich die Km-Pauschale. Die entsprechenden Sätze sind in der Maske Konfiguration hinterlegt. Diese Fun… text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:spesenabrechnung&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.06.06 Spesenabrechnung Die Daten aus der Fahrtenerfassung, Reisekostenerfassung und den Schnellerfassungen können in der Spesenabrechnung ausgewertet werden. Die Spesenabrechnung unterstützt als Selektionskriterien Mitarbeiter und Auswertungszeitraum und kann mit Hilfe des ReportMakers angepasst werden. text/html 2020-01-17T13:45:48+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:gui5:handbuch:kapitel_2:zeiterfassung_sperren&rev=1579268748&do=diff [zurück] [Home] [weiter] 2.06.08 Zeiterfassung sperren Mit Hilfe der Funktion “Zeiterfassung sperren” kann die Rückerfassungsgrenze von beliebigen Mitarbeitern auf ein definiertes Datum gesetzt werden. Das Datum der Rückerfassungsgrenze wird inklusive des eingegebenen Tages interpretiert und übersteuert ggf. die Einstellung im TimeTracker-Konfigurationsskript, wo die zentralen Regeln für die Rückerfassung hinterlegt sind.