https://www.infodesire.net/dokuwiki/ 2026-04-16T16:52:51+00:00 https://www.infodesire.net/dokuwiki/ https://www.infodesire.net/dokuwiki/lib/exe/fetch.php?media=logo.png text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2_projectile_im_ueberblick&rev=1572005463&do=diff [previous] [Home] [next] 2 Projectile Overview Projectile is a web-based application software designed for service providers for process enhancement. The software includes, alongside the modules for: contact and appointment management, portfolio and project management, time and billing management, also a billing module (to enable offers to be created and issue incoming and outgoing envoices) and a system's analysis as well as individualised add-on modules. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01_basisdaten&rev=1572005463&do=diff [previous] [Home] [next] 2.01 Basic Data The module “Basic Data” is compiled of menus that administer the system's parameter, key data and master data. Here is where the basis for the information system and the project settlement will be applied. The management of the data within the module text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.01_system_-_konfiguration&rev=1572005463&do=diff [previous] [Home] [next] 2.01.01 Configuration The “Configuration” form administers the parameters for the entire system. This includes the company-specified parameters for: , , and the currencies that will be used as default, where the master data will be entered. Furthermore, this is where the text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.02_system_-_system&rev=1572005463&do=diff [previous] [Home] [next] 2.01.02 System The “System” form administers the parameters for the system in Projectile. This includes the for the billing documents and other system properties. Tip: further information on this topic can be found under article 3.11.01 System Data Administration. The form contains the following elements: text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.03_system_-_zeitdienst&rev=1572005463&do=diff [previous] [Home] [next] 2.01.03 Timed Action The “Timed Action” form administers the system services for periodic actions within Projectile. This includes for example, reminders or information per e-mail to various users or user groups as well as automatically generating evaluations and similar procedures. For every text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.04_key_-_kalender&rev=1572005463&do=diff [previous] [Home] [next] 2.01.04 Calendar The Calendar form administers the business calendar of all the locations for the system. Here is where it is possible for every business location to specify the days and hours worked weekly such as the number of workdays per week. This data is needed for the overview and resource planning (especially for the policy of the designated working hours). Furthermore, this is where the parameters for the working hours can be managed. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.05_key_-_feiertag&rev=1572005463&do=diff [previous] [Home] [next] 2.01.05 Holiday The “Holiday” form administers the days off for the various locations and makes it possible to specify the location-dependent holidays and company holidays. These off-days are needed for the overview and for the capacity proposal (especially for the designated operational hours). text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.06_key_-_waehrung&rev=1572005463&do=diff [previous] [Home] [next] 2.01.06 Currency The “Currency” form administers the currencies for the entire system. The currency will be designated to the appropriate country and includes information for the number of decimal places and the printable constants. The currencies are needed for the cost finding and for the components of the text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.07_key_-_kurs&rev=1572005463&do=diff [previous] [Home] [next] 2.01.07 Exchange Rates The document type “Exchange Rates” administers the currency exchange rate between two currencies. For this, a source currency and a target currency factor will be defined with the corresponding rate. The conversion ratio is necessary for the conversion of the currency fields. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.08_key_-_umsatzsteuer&rev=1572005463&do=diff [previous] [Home] [next] 2.01.08 Value-Added Tax The “Value-Added Tax” form administers the percentile for the country-specific value-added tax. These rates are pulled-up for issuing proposals and issuing invoices (see also offer and invoice). Furthermore, these rates are of importance for registering the vouchers in the module Registration. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.09_key_-_pauschale&rev=1572005463&do=diff [previous] [Home] [next] 2.01.09 Flat Rate The “Flat Rate” form administers the country-specified lawful daily allowance flat rates and overnight flat rates. The internal daily allowances are needed for the employee to calculate the payments of the daily allowance rates and the overnight rates within the range of the text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.10_key_-_kostenart&rev=1572005463&do=diff [previous] [Home] [next] 2.01.10 Cost Type The “Cost Type” form administers groupable cost types for the budget management and the cost input. The system distinguishes between project costs and overhead, that are subdivided in any order. Many project costs (voyage costs, travel costs, external services) are mandatory and cannot (like the chief cost types such as project costs and overhead) be deleted. The grouping of the cost types will be defined over the superior cost type. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.12_key_-_fahrzeug&rev=1572005463&do=diff [previous] [Home] [next] 2.01.12 Vehicle The “Vehicle” form administers the automobiles within System. The automobiles will be issued an owner/user and an appointment for inspection. The automobiles are needed for transportation billing. Tip: further information on this topic can be found in chapter text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.13_basic_-_kontakt&rev=1572005463&do=diff [previous] [Home] [next] 2.01.12 Customer The “Customer” form administers the business contacts. All information about the company of the customer, like the description, address and ways of communication are stored and saved here. For a better overview of all the structural business contacts and for better processing, it is possible to save and store information related to the category, the reference, contact type, as well as the corresponding branch. Furthermore, the currency and the charge r… text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.14_basic_-_kampagne&rev=1572005463&do=diff [previous] [Home] [next] 2.01.13 Campaign The campaign form administers the marketing and sales/distribution campaigns in the system. Among others, the person responsible for the campaign, the class and status, the time span, the target group and goals, as well as the financial parameters of the campaign are administered here. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.15_basic_-_kampagnenziel&rev=1572005463&do=diff [previous] [Home] [next] 2.01.14 Campaign Goals The Campaign Goals form administers the goals of the marketing and distribution campaigns in the system. Among others, the goals, measured value and unit as well as the actual value for the campaign are stored here. Tip: text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.16_basic_-_verkaufstrichter&rev=1572005463&do=diff [previous] [Home] [next] 2.01.15 Sales Pipeline The Sales Pipeline form administers the possible orders in the system. The classification, as well as need for action, distribution phase, order possibility, probable order value and the total budget can be entered here. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.17_basic_-_entscheidungstraeger&rev=1572005463&do=diff [previous] [Home] [next] 2.01.16 Decision Board The Decision Board form administers the involved people (Contact Person) in the Sales Pipeline in the system. The position, the influence, the attitude and various other settings can be entered in here. Tip: For more on this subject see chapter 3.11.04 The Contact System. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.18_basic_-_kundenweise_taetigkeiten&rev=1572005463&do=diff [previous] [Home] [next] 2.01.17 Customer-Related Occupations The Customer-related Occupations form administers the calculated rates (per hour), which differs from the standard rates (usually defined in Occupations), that is used for a designated customer. Tip: For more more on this subject see chapter text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.19_basic_-_kundenweiser_mitarbeitersatz&rev=1572005463&do=diff [previous] [Home] [next] 2.01.18 Customer-Related Employee Rate The Customer-Related Employee Rate form administers the external hourly rates, which differ from the standard rates (usually defined in Occupations), that are applied to the designated customer. Tip: For more on this subject see chapter text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.20_basic_-_adresse&rev=1572005463&do=diff [previous] [Home] [next] 2.01.19 Address The Address form administers additional addresses from Contact. The additional addresses are classified with help of type of address. Tip: For more on this subject see chapter 3.11.04 The Contact System. The form consists of the following elements: text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.21_basic_-_ansprechpartner&rev=1572005463&do=diff [previous] [Home] [next] 2.01.20 Contact The Contact Person form administers any amount of contact persons to the assigned contact. Information about the department and function of the contact persons and the way of communication are defined here. A differing company address can also be defined here. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.22_basic_-_aktion&rev=1572005463&do=diff [previous] [Home] [next] 2.01.21 Action The Action form administers all actions concerning the contact person of the contact. An action can be date-stamped and commented on from the employee/consultant. An action can also be marked if it has been completed. These actions can be displayed in Contact Chart. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.23_basic_-_taetigkeit&rev=1572005463&do=diff [previous] [Home] [next] 2.01.22 Occupation The Occupation form administers all occupations for the project development. Every defined occupation can be assigned one external and two internal occupation rates (based on hours). The calculation rates are used for cost accounting, issuing a quotation and invoicing. The cost rate and production costs are needed for internal projects and for calculation of the actual project costs. The occupations are the basis for text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.24_basic_-_mitarbeiter&rev=1572005463&do=diff [previous] [Home] [next] 2.01.23 Employee The Employee form administers the master data of each individual project employee. All information about the employee, e.g. personnel number (ID), the designated user group, the system login password, the employee's status, the location, the employee's name and address, department and function, types of communication, as well as the text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.25_basic_-_mitarbeitervertrag&rev=1572005463&do=diff [previous] [Home] [next] 2.01.24 Employment Contract The Employment Contract form administers the work time contracts from employees. With the contracts, the main data for the employees, as, e.g. the contract duration, holiday entitlement, flexible time buffer, daily work hours and the maximum capacity are displayed. The contracts have a defined validity. If no valid contract is assigned, the system uses the master data from the employee administration. Once defined contracts can only be dele… text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.26_basic_-_mitarbeiterzeitbuchung&rev=1572005463&do=diff [previous] [Home] [next] 2.01.25 Employee Time Booking The Employee Time Bookings form records and administers various time bookings in the system. Various time bookings are entered through the action create time booking in the employee form. Hours for the accounts, special hours, flexible time, overtime and holiday can be added or debited. Additionally, the corresponding time booking in which the transaction has been added or debited is displayed. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.27_basic_-_unit&rev=1572005463&do=diff [previous] [Home] [next] 2.01.26 Unit The Unit form administers the organisation structure of the company. Usually, departments and subdivisions (possibly also branch locations) are defined, along with the corresponding employee. These units are used as a basis for the local permission system (see administration guide). Furthermore, they can be used for assigning projects to the organisation units. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.28_basic_-_warengruppe&rev=1572005463&do=diff [previous] [Home] [next] 2.01.27 Commodity/Goods Group The Commodity Group form administers the commodity group as collection objects for Items in the system. These commodity groups can be organised heirarchically, which means each commodity group can consist of an unlimited amount of subordinate commodity groups. In the commodity group, information for example, relating to the supplier, commission and accounts for financial accounting can be stored. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.29_basic_-_artikel&rev=1572005463&do=diff [previous] [Home] [next] 2.01.28 Item The Item form administers the items (also third-party/external services) in the system, which can be billed project-related. The items of the company's own product portfolio or external services, the purchase price and selling price can be stored here. These services can be billed project-related in text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.30_basic_-_preise&rev=1572005463&do=diff [previous] [Home] [next] 2.01.29 Price (Item Price) The Price form administers the item prices in the system, if any prices differ from the purchase price and selling price. These prices have validity, as well as up to three price stages. * Tip: For more on this subject see chapter text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.31_basic_-_to-do&rev=1572005463&do=diff [previous] [Home] [next] 2.01.30 To-Do The To-Do form administers the general or assigned tasks throughout the system. The assigned tasks are assigned to either Customer, Contacts and/or to Jobs. The to-do form consists of information about the processing status, date, employee, contact information and the assigned jobs. The to-do's are predominantly assigned to jobs and can be used as check lists. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.01.32_basic_-_termin&rev=1572005463&do=diff [previous] [Home] [next] 2.01.31 Time Entry The Time Entry form administers the appointment entries of the personal calendar (see also 3.02.4 Alternative Work Areas) and the group calendar. Time Entry consists of, amongst others, information about the type of appointment, the time span, the participant and the invitation status, as well as assigning the jobs. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.02_projektdaten&rev=1572005463&do=diff [previous] [Home] [next] 2.02 Project Data In the project module all data for project planning, including budget management is administered and the project structure is defined. Furthermore, this module contains the menus for project oriented dynamic data, such as milestones and degree of completion, as an important part for the future oriented controlling instruments. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.02.02_projekt&rev=1572005463&do=diff [previous] [Home] [next] 2.02.01 Project The project form administers the project's master data in the system. The project structure, meaning the structure in the projects and sub-projects, can be defined here. Principally, every project can consist of an unlimited amount of sub-projects and hierarchical levels. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.02.03_vorgang&rev=1572005463&do=diff [previous] [Home] [next] 2.02.02 Process The Process form administer the tasks of the projects. In Projectile the processes are the summary of the the jobs. This form displays the occupations, the time span and the time/effort (planned, target, actual, rest, billable, billed). text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.02.04_arbeitspaket&rev=1572005463&do=diff [previous] [Home] [next] 2.02.03 Job The Job form administers the individual jobs in the projects. The jobs are the lowest level in the project structure plan and assign an occupation (task/process) to exactly one employee, who is responsible in the scope of the project. A job can be assigned to a sub-project as well as a parent or main project. This form diplays the time span, the planned time/effort and the billed time of the jobs, as well as the actual end. It is also possible to sort the j… text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.02.05_meilenstein&rev=1572005463&do=diff [previous] [Home] [next] 2.02.04 Milestones The Milestone form administers the milestones of the project. Milestones define fixed dates to which associated project results must be available in the agreed quality. All relevant information regarding the assignment of a project are defined here (milestone date, responsible employees and creation date). The milestones are visualised in the Gantt chart and are the fundement of the milestone trend analysis. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.02.06_trendtermin&rev=1572005463&do=diff [previous] [Home] [next] 2.02.05 Deadline The Deadline form is used for estimating the expected date (due date) in which the milestone should be reached/accomplished. With these estimations, the data pool/base for the milestone trend analysis of the analysis module is set. Estimations can be made for any report date. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.02.07_anordnungsbeziehung&rev=1572005463&do=diff [previous] [Home] [next] 2.02.06 Project Timing/Order Relationship The Project Timing/Order Relationship form (earlier jump sequence) administers the temporal relationship between two different jobs and/or milestones, which belong to the same projects. The here defined jump sequences and/or order relationship between the predecessor and successor, are the basis for the networked/linked Gantt charts (see also document type project analysis in the analysis module) and are for the extended/advan… text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.02.08_fertigstellungsgrad&rev=1572005463&do=diff [previous] [Home] [next] 2.02.07 State (Degree of Completion) The State form allows assigning key data/figures for the project's progress. This data can be used for any report date. The project status is determined from the difference of the target/performance comparison to the degree of completion of a project. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.02.09_budget&rev=1572005463&do=diff [previous] [Home] [next] 2.02.08 Budget The Budget form administers the project-related budgets in the system. Here, a budgetary item can be defined through any cost type for a project. Internal budgets (cost estimates/planned costs) and/or external budgets (items, which should be charged project-related, e.g. travel expenses or commuting expenses) can also be defined. These budgetary items are compared with the recorded costs in the system as the basis for various target/performance compariso… text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.02.10_projektweise_taetigkeit&rev=1572005463&do=diff [previous] [Home] [next] 2.02.09 Projectwise Occupation The Project-Related Occupation form administers the occupation rates, which are adjusted for a defined project. When these rates are defined for a project or sub-project, these values override the global occupation rates (see also costing and pricing). text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.02.11_projektweiser_mitarbeitersatz&rev=1572005463&do=diff [previous] [Home] [next] 2.02.10 Projectwise Employee Rates The Project-Related Employee Rates form administers the occupation rates, which are adjusted for a defined project. When these rates are defined for a project or sub-project, these values override the global employee rates (see also costing and pricing). text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.02.12_statusbericht&rev=1572005463&do=diff [previous] [Home] [next] 2.02.11 Statusreport The Mask Statusreport consists of the following elements: On the “Master data” tab: * Number: In this field the number of the status report will assign automatically from system. * Project: In this field the project, which was selected at the beginning of the status report put on, is indicated. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.02.13_projektaenderungsantrag&rev=1572005463&do=diff [zurück] [Home] [weiter] 2.02.12 Project-Change Change management is the organization, administration and transaction of change-requests during the project progress. The mask project-change allows the definition of change-requests for the project. Here, changes can be stored, evaluated and qualified by the user. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.02.14_programm&rev=1572005463&do=diff [previous] [Home] [next] 2.02.13 Program The Program form ... * Number: * Description: * Parent Program: * Sub-Program: * Program Manager: * Period: * Status: * Portfolio: * Projects: * Comments: text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.02.15_portfolio&rev=1572005463&do=diff [previous] [Home] [next] 2.02.14 Portfoliomanagement The Portfolio form applies to the administration of the project portfolio-management for any selected project and qualitative characteristics, i.e. planning, regulating and controlling selected projects of an organisation. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.03_erfassungsmodul&rev=1572005463&do=diff [previous] [Home] [next] 2.03 Tracking and Recording The Tracking and Recording module consists of forms for time tracking and cost accounting. The work services, with assistance from the various tracking and recording documents, various costs and times can be entered and recorded. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.03_logging_module&rev=1572005463&do=diff [previous] [Home] [next] text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.3.01_timetracker&rev=1572005463&do=diff [previous] [Home] [next] 2.03.01 TimeTracker The TimeTracker processes time recording for the work and project times. In TimeTracker, all jobs for the project employee are listed, which are not yet closed and for which the employee is responsible. In this component, absences/leave (vacation, illness, text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.3.02_abwesenheit&rev=1572005463&do=diff [previous] [Home] [next] 2.03.02 Working Times/Absences This form is used for recording the working times and absenteeism for the defined date through entering the duration of a certain occupation type. With this document type, the working times can still be recorded, if the time recording of a project employee was not used or if absenteeism, as illness or vacation, must still be recorded. In the fast entry, longer absenteeism (for example, several weeks of vacation) can be recorded. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.3.03_reisen&rev=1572005463&do=diff [previous] [Home] [next] 2.03.03 Travel The Travel form is used for recording project-related business trips for an employee in the frame of a certain project. The daily benefits flat rates of the employees are calculated from the travel duration (difference from travel begin and travel end) and considering the daily benefits allowances and travel allowances. The amount entered from the receipts and traveling costs can also be assigned. Also, the meal posts for overnight stays are considered. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.3.04_mahlzeiten&rev=1572005463&do=diff [previous] [Home] [next] 2.03.04 Catering In the catering form, catering costs can be entered with business trips. These catering costs are deducted as monetary benefits from the flat rates for the employee. These rates are stored in th configuration menu. The document type consists of the following element: text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.3.05_fahrten&rev=1572005463&do=diff [previous] [Home] [next] 2.03.05 Trip Using the Trip form, project-related trips and their costs, which the driver of an automobile in the scope of the project has caused, can be recorded. The trip costs can be assigned through selecting an already recorded trip through the identification of this trip and are also displayed with their corresponding cost type in the document type travel. Generally, it is possible to determine the trip costs through km-flat rates (distance from mileage in km-old… text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.3.06_beleg&rev=1572005463&do=diff [previous] [Home] [next] 2.03.06 Receipt The receipt form administers all receipts in the sysem. Basically, all costs for which receipts exist and costs the employee has made can be recorded and assigned to a project here. Included are the receipts which content-wise belong to travel costs and trip costs. The receipts can be assigned through selecting an already recorded trip and are also displayed with their corresponding cost type in the document type travel. The total amount is calculated t… text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.3.07_fremdkosten&rev=1572005463&do=diff [previous] [Home] [next] 2.03.07 Item Sheet Using the item sheet form, project-related invoicing/charging of external services and/or items are possible. The amount of defined external services (for example, items or licenses) in the the Main Data module are assigned to a project. The sales price is pre-occupied with the suggested retail price of the item and the appropriate total price is displayed. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.3.08_statusbericht&rev=1572005463&do=diff [previous] [Home] [next] 2.03.08 Status Report Using the Status Report form allows evaluating a project at any given time. These subjective and/or qualitative characteristics are exchanged through quantitative key figures automatically for reporting. Using the information of this form and the evaluation system, an rtf-file is produced, which consists of information about the evaluation and decision demand, time/effort and cost information and Earned-Value-Analysis. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.04_fakturamodul_optional&rev=1572005463&do=diff [previous] [Home] [next] 2.04 Billing Module The optional Billing module assists the person responsible for the project with issuing a quotation and invoicing. Furthermore, order confirmations, external invoices and cash flow can be administered here. The module consists of the following forms: text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.4.01_angebot&rev=1572005463&do=diff [previous] [Home] [next] 2.04.01 Offer The Offer form implements offer preparation for a selected project or sub-project. An offer can only be prepared for external projects. This form consists of information about the offer amount, the person preparing the offer, the offer date and the corresponding offer position. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.4.02_angebotsposition&rev=1572005463&do=diff [previous] [Home] [next] 2.04.02 Offer Position The Offer Position form consists of a link to the offer, as well as information about the position, description, amount of hours or units, the external and internal amounts of the offer position and the cost type. The offer value is determined from the amounts of the individual offer positions. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.4.03_auftragsbestaetigung&rev=1572005463&do=diff [previous] [Home] [next] 2.04.03 Order Confirmation The Order Confirmation form administers the customer's orders. After an offer has been accepted, the order information can either be directly entered into the project or an order comfirmation can be created. This order confirmation is needed by projects, which are not ordered as offered. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.4.04_auftragsbestaetigungsposition&rev=1572005463&do=diff [previous] [Home] [next] 2.04.04 Order Confirmation Position The Order Confirmation Position form consists of a link to the order confirmation, as well as information about the position, description, amount of hours or units, the external and internal amounts of the order confirmation position and the cost type. The order value is determined from the amounts of the individual offer positions. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.4.05_vertrag&rev=1572005463&do=diff [previous] [Home] [next] 2.04.05 Contract The Contract form administers periodical invoicing with its general conditions. This functionality can be used for example, for maintenance contracts and service contracts or billing of domains or subscriptions. The form contains information about the project, the invoice recipient, the scope of services, the payment method and the generated invoices. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.4.06_vertragsposition&rev=1572005463&do=diff [previous] [Home] [next] 2.04.06 Contract Position The Contract Position form administers the details for periodical invoicing, if the invoice should contain positions. These positions can also contain external services. The form consist of the following elements: * text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.4.07_zahlungsplan&rev=1572005463&do=diff [previous] [Home] [next] 2.04.07 Payment Plan The Payment Plan form administers the dates for invoicing. The payment plans in Projectile are part of the contract administration (see also contract) and contain information about the date of issuing the invoice or the necessary degree of completion and the percental or absolute prepayment of the partial invoices. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.4.08_fremdrechnung_eingangsrechnung&rev=1572005463&do=diff [previous] [Home] [next] 2.04.08 Purchase/Foreign Invoice The Purchase/Foreign Invoice form administers the incoming invoices of the partner and/or suppliers for a certain project. The purchase/foreign invoices contain information about the supplier, invoice status, work/service interval, net amount, total amount, person issuing invoice and date of issuing invoice. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.4.09_fremdrechnungsposition&rev=1572005463&do=diff [previous] [Home] [next] 2.04.09 Foreign Invoice Position The Foreign invoice Position form administers the positions of the incoming invoices. This document contains information about the project, the net amount and total amount of the position, the value-added tax, the cost type and the information, if a position has already been billed. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.4.10_zahlungsausgang&rev=1572005463&do=diff [previous] [Home] [next] 2.04.10 Foreign Payments The Foreign Payments form administers the cash flow regarding the foreign invoices (Foreign/Incoming Invoices). The outgoing payments contain information about the invoice amount, date and amount of the outgoing payment. Also, the difference between the invoice sum and the amount of the outgoing payment is displayed. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.4.11_rechnung&rev=1572005463&do=diff [previous] [Home] [next] 2.04.11 Invoice The Invoice form implements issuing invoices in the system. The (outgoing)invoice contains information for example, about the invoice description, project, the person issuing the invoice, the status of the invoice, the work/service interval, the net amount, value-added tax, the total amount, cash discount, the method of payment and invoice date. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.4.12_rechnungsposition&rev=1572005463&do=diff [previous] [Home] [next] 2.04.12 Invoice Position The Invoice Position form contains information about the invoice position, invoice description, cost type, amount of hours or unit of the invoice position, as well as the external and internal invoice amount for the position. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.4.13_zahlungseingang&rev=1572005463&do=diff [previous] [Home] [next] 2.04.13 Incoming Payment The Incoming Payment form administers the billed invoices, in which the incoming payment is overdue or the incoming payment is specified. The document type contains fields for the invoice number, invoice amount (Rechnungsertrag), cash discount, total amount, date of the incoming payment, amount of the outgoing payment, status of the incoming payment and comments. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.05_auswertungssystem&rev=1572005463&do=diff [previous] [Home] [next] 2.05 Chart Evaluation System The Chart Evaluation System supports the project management of the persons responsible for the projects with current information and overviews. The work/service verification, cost lists and various charts are available in the form of tabular and graphical charts. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.5.01_earned-value-analyse&rev=1572005463&do=diff [previous] [Home] [next] 2.05.01 Earned-Value-Analysis The chart Earned-Value-Analysis lists the planned and actual time/effort (in hours or person-days) for a project over any time period, as well as the degree of completion (progress for the previous period). From this data Earned Value and further key figures (BCWS, ACWP und BCWP) is determined. With Earned-Value-Analysis, not only the planned and actual values, but also a third value (BCWP, also stated in hours) can be used for the project… text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.5.02_fakturaauswertung&rev=1572005463&do=diff [previous] [Home] [next] 2.05.02 Assessment Chart The assessment chart generates the financial charts in the system. Included are i.e., cost evaluation (target/performance comparison, i.e. budgets for costs, as well as detailed evaluation), commercial invoice evaluation (offers, budgets, invoices, costs, cash flow and contribution margin, including detailed evaluation), overview of billable and billed services/work, a list of all open entries and the results charts. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.5.03_gantt-diagramm&rev=1572005463&do=diff [previous] [Home] [next] 2.05.03 Gantt-Chart The Gantt Chart processes the project-related bar charts. A bar chart is a chart for visualizing the time plan of a project. The duration of a job or project is symbolized through the length of the bar on the timeline. The bars can be comprised of either actual or planned data. Events or milestones are displayed as time points. The parameters available for the generated charts are the display possibilities (through projects, jobs, milestones, with … text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.5.04_kapazitaetsauswertung&rev=1572005463&do=diff [previous] [Home] [next] 2.05.04 Capacity Chart The Capacity Chart consists of the resources charts (capacity utilisation and capacity overviews) and the calendar charts (overviews of absences, as vacation, illness, ...). Tip: For more on this subject see chapter 4.12.1 Applying Charts and text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.5.05_kontaktauswertung&rev=1572005463&do=diff [previous] [Home] [next] 2.05.05 Contact Chart The contact chart generates contact lists and action lists based on the data of the contact system. For example, all actions of an employee, actions for a customer or all open actions can be listed here. Tip: For more on this subject see chapter text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.5.07_mitarbeiterauswertung&rev=1572005463&do=diff [previous] [Home] [next] 2.05.07 Employee Chart The Employee Chart processes the employee-related charts and overviews regarding capacity utilisation and capacities. Included are general overviews, time confirmation, occupation chart, target/performance comparison, capacity utilisation evaluations and capacity evaluations and overviews of the absences (vacation, illness, text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.5.08_portfolio-auswertung&rev=1572005463&do=diff [previous] [Home] [next] 2.05.08 Portfolio Chart The Portfolio Chart displays combinations of projects (portfolio) through various axes. The basis for this chart is the combination of projects in the portfolio form. In this form, projects can be combined and the axes for the charts can be predefined. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.5.09_projektauswertung&rev=1572005463&do=diff [previous] [Home] [next] 2.05.09 Project Chart The Project Chart processes the project-related charts. Included are project overview, project structure plan, target/actual comparisons for projects and jobs, Milestone-Trend-Analysis (MTA Chart), visualizing the grade of completion, time sheets and skill matrix. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.06_schnellerfassungen_und_weitere_funktionalitaeten&rev=1572005463&do=diff [previous] [Home] [next] 2.06 Rapid Entry and further Functionalities Projectile consist of various quick entries, for example, absence entry (see also chapter 5.08.2 Absence Entry), the functionality “Billable Time” and the entry “Estimate Grade of Completion”. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.07_archiv_und_historie&rev=1572005463&do=diff [previous] [Home] [next] 2.07 Archive und History Projectile contains optionally, trash/waste basket and archive functionality, as well as history on data record level. Tip: For more on this subject see chapter 3:3.07 Archive and History. When using the archive, all deleted and/or archived data records from Projectile are saved as XML files on the web server during the deleting process. With help of the archive, this data can be selected and transfered back to the database. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.08_workflow-modul&rev=1572005463&do=diff [previous] [Home] [next] 2.08 Workflow Module Version 2.6 is the first version to be delivered with the workflow engine from Projectile, which is based on OSWorkflow and is part of the basic version. This basic module has been improved in versions 2.7 and 2.9. Using the workflow engine, existing project workflows and standard workflows can be adjusted and monitored (feedback of tracking and recording, absence requests, travel cost approval, text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.09_internes_benachrichtigungssystem_passiver_mailer&rev=1572005463&do=diff [previous] [Home] [next] 2.09 Internal Messaging System (Passive Mailer) Projectile contains an internal messaging system. The function to receive the internal messages (passive Mailer) is part of the basic version. Using this function, the sent messages are displayed and can be opened for reading. Furthermore, the mails are also displayed in the personal calendar (Calendar plug in). text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.10_reportgenerator_reportmaker&rev=1572005463&do=diff [previous] [Home] [next] 2.10 Report Generator "ReportMaker" Additional to the standard charts (see also chapter 2.05 Chart Evaluation System) an integrated report generator exists optionally. Besides the standard reports, the report generator offers a further possibility to evaluate the data pool from Projectile. Using report designer, existing reports can be adjusted and new reports can be created. In order to use or create a report, a corresponding query is required (quick search or text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.11_groupware-modul&rev=1572005463&do=diff [previous] [Home] [next] 2.11 Groupware Module Projectile contains optionally in the groupware module internal and external mail functionality, integrated document administration and the team calendar: 2.11.01 Mail System Mailer 2.11.02 Document Administration Flyer 2.11.03 Group Appointment Calendar : Team-Kalender text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.11.01_mailsystem_mailer&rev=1572005463&do=diff [previous] [Home] [next] 2.11.01 Mail System "Mailer" Projectile contains, in the optional groupware module, internal and external mail functionality. Using the integrated mail system “Mailer”, e-mails and short messages (SMS) can be sent within the system. The internal e-mails can be directly linked to any document in the system and can generate automatic messages as templates (see also text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.11.02_dokumentenverwaltung_flyer&rev=1572005463&do=diff [previous] [Home] [next] 2.11.02 Document Administration "Flyer" Projectile contains, in the optional groupware module, an integrated document administration functionality. Using the document administration, directory structures can be created, as well as files created and administered on the web server. The document administration contains a personal folder and project folder. Access permission is required for usage in the complete folder structure. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.11.03_gruppenterminkalender_team-kalender&rev=1572005463&do=diff [previous] [Home] [next] 2.11.03 Group Appointment Calendar "Team Calendar" The group appointment planner administers project relevant appointments (milestones, external and internal appointments, project actions) and person-related appointments (absences like vacation and illness, holidays, general text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.12_produktdokumentation_und_ticketsystem_produktmanagement&rev=1572005463&do=diff [previous] [Home] [next] 2.12 Product Documentation and Ticket System "Product Management" Using the component product management, product structures and/or service structures can be defined and change requests for modifications or errors can be assigned. These change requests can be directly assigned to projects, sub-projects or jobs. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.12.01_komponente&rev=1572005463&do=diff [previous] [Home] [next] 2.12.01 Component With the Component form the structure of services or products are stored in the system. The components contain, among other features, information about the product structure, the version, the employee, the tickets and the assigned project data. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.12.02_aenderungsantrag&rev=1572005463&do=diff [previous] [Home] [next] 2.12.02 Tickets With the component Tickets, change requests (extensions, reductions, troubleshooting, ...) for selected modules can be entered and recorded. The change requests contain the following information: type, recording, rating, scheduled period and assignment to project data, etc. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.12.03_call-center&rev=1572005463&do=diff [previous] [Home] [next] 2.12.03 Call-Center With the Call Center module incoming and outgoing calls, the support cases/requests resulting from the calls and the assigned messages can be administered. On the entry screen of the “Module view”, the functionalities can be opened with the menu text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:2.13_wissens-_und_informationsmanagementsystem_infomarktplatz&rev=1572005463&do=diff [previous] [Home] [next] 2.13 Knowledge and Information Management System "Infomarket" Projectile contains optionally a web-based information system for knowledge management. Every user can enter and add information and/or articles in the infomarket. For regular usage the system does not need moderators or editors. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:abwesenheiten_und_abwesenheiten_mitarbeiter&rev=1572005463&do=diff [previous] [Home] [next] 2.06.01 Absence Entries Absence entries (vacation, illness, business trips, ...) are used for working time administration and resource management. Especially, longer absences should be recorded to the system, so the prognosis in the resource management (see also chapter text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:fahrtenerfassung_und_fahrtenerfassung_mitarbeiter&rev=1572005463&do=diff [previous] [Home] [next] 2.06.04 Rapid Entry Car Travel Expenses In addition to the detailed car travel expense entry, Projectile also offers rapid entry for car travel expenses. The kilometer flat rate is calculated from the amount of kilometers (distance). The appropriate rates are stored in the configuration form This function generates various trips, which data can then be added. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:fakturierbare_zeiten&rev=1572005463&do=diff [previous] [Home] [next] 2.06.02 Billable Time Performed work/effort is not always approved for billing as has been recorded. The entered times for invoicing in Projectile (see chapter 4.4.5 Invoicing) can be calculated. This functionality is used predominantly from project leaders for preparing the invoicing. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:fertigstellung_schaetzen&rev=1572005463&do=diff [previous] [Home] [next] 2.06.06 Estimate Grade of Completion For project controlling either the grade of completion or rest time/effort is needed as a benchmark. These evaluations can be stored in TimeTracker (from the employee) or in the dialogue “estimate completion text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:kurzdokumentation&rev=1572005463&do=diff [previous] [Home] [next] 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 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:reiseerfassung_und_reiseerfassung_mitarbeiter&rev=1572005463&do=diff [previous] [Home] [next] 2.06.03 Rapid Entry Travel Expenses In addition to the detailed travel expense entry, Projectile also offers rapid entry for travel expenses. From the travel duration (difference of travel begin and travel end) and the daily allowance flat rates and standard rates for accomodations which is referenced in travel expenses, the system calculates the total daily allowance flat rates for the employee. The kilometer flat rate is calculated from the amount of kilometers (dist… text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:spesenabrechnung&rev=1572005463&do=diff [previous] [Home] [next] 2.06.05 Travel and Accommodation Expenses Report The data from car travel expense entry, travel expense entry and rapid entries can be evaluated in the allowable expenses report. The travel and allowance expenses report supports employee and evaluation time span selection criteria and can be customized in ReportMaker. text/html 2019-10-25T12:11:03+00:00 Anonymous (anonymous@undisclosed.example.com) https://www.infodesire.net/dokuwiki/doku.php?id=en:handbuch:kapitel_2:zeiterfassung_sperren&rev=1572005463&do=diff [previous] [Home] [next] 2.06.07 Lock Time Tracking With the function “lock time tracking” a definite date can be set as the limit for entering data retrospectively for any employee. The date of the limited retrospective data entry is interpreted, including the entered day and overrides, if applicable, the settings in the TimeTracker configuration script, where the central rules for the retrospectively entered data are stored.