Projectile Manual - en:handbuch:kapitel_3
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3 Working with Projectile - Basic Functionality
This chapter is dedicated to general usage and basic functionalities of Projectile, based on practical examples.
* 3.01 Login, Logout and Change Password
* 3.02 Elements of the Work Area
* 3.02.01 Personal Clipboard
* 3.02.02 Window Manager
* 3.02.03 Standard Work Area
* 3.02.04 Alternative Work Areas
* 3.02.05 Search and Find
* 3.03 Forms und Form Elements - continued... Page 1, Page 2text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.01_anmelden_abmelden_und_passwort_aendern
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3.01 Login, Logout and Changing Password
In order for the user to log on to the system, it is necessary for this user to be defined as an employee. After starting the application (either through a bookmark in the browser or entering a URL) the login screen appears. The start address generally has the following structure:text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.02_elemente_des_arbeitsbereiches
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3.02 Elemente des Arbeitsbereiches
3.02.1 Persönliche Ablage
Im mittleren Teil des linken Navigationsmenüs befindet sich die persönliche Ablage des angemeldeten Benutzers. Mit Hilfe der persönlichen Ablage kann der Benutzer “seine” Daten wie Browser-Favoriten verwalten. Im Beispiel unten wird die persönliche Ablage des Benutzers Schaub Peter mit den Dokumenten Mitarbeiter Schaub Peter, Projekt EP Einführung Projectile, Projekt NAV Navision-Schnittstele und Projekt MSP…text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.02.1_persoenliche_ablage
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3.02.01 Personal Clipboard
The personal clipboard of the logged on user is located in the bottom area of the left navigation menu. Using the personal clipboard, a user can administer his/her data as browser favorites. In the example below, the personal clipboard with the documents (Project 1 Introduction Projectile 2.5, Project 3.1 Introduction Accounting, Project 3.2 Projectplanning, Project 3 Introduction Projectile and Project 7 Update Projectile) are displayed:text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.02.2_fenstermanager
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3.02.02 Window Manager
A list of all open screens are in the lower part of the work area - the window manager. The listed screens can be opened directly or through this list. In the example, work area (Intro), are listed in the window manager.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.02.3_standard-arbeitsbereich
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3.02.03 Standard Work Area
The standard work area contains configurable global functions, e.g., creating a new document, generating charts, defining projects or tracking and recording. These functions are administered internally as actions, which depend on the access permissions (see Administration guide). Each user group can be assigned various configurations for the work area.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.02.4_alternative_arbeitsbereiche
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3.02.04 Alternative Work Areas
Projectile offers the user up to eleven intro screens. The first screen is the standard screen, the second intro screen is the module view and all further views can be configured by the user.
Besides the standard view, the module view is also provided. In this view all available functionalities (which are dependent on the access permissions) are displayed as processes. This view is opened through clicking the tab.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.02.5_suchen_und_finden
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3.02.05 Search and Find
The search engine finds searched data. Through entering a search string in the quick search field (here, Projectile) and clicking the magnifying glass, the complete data pool can be searched using this string.
Since a query search can take some time to search all the data in the system, an appropriate warning is displayed.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.03_dokumente_fortsetzung
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3.03 Documents (continued 2)
Elements for Multiple Selections:
If several entries can be assigned to field content, multiple selections are used. The fields of multiple selections consist of a central button for all editing functions (removal/delete, cut and paste, create new document, create reporttext/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.03_masken_und_maskenelemente_fortsetzung
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3.03 Forms and Form Elements (continued 1)
The forms consists of several fields, which can contain data type ’text’, numbers, boolean values, date/time, the list of values and links to other forms. Currently, the following fields or element types are available:text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.03_masken_und_maskenelemente
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3.03 Forms and Form Elements
Projectile consists of many forms. The example displays a project form. All forms in the system, excluding the charts and the TimeTracker, are built in the same manner.
The form bar consists of elements used for closing the documenttext/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.04_groupware-modul
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3.04 Groupware-Module
Projectile contains optionally an internal and external functionality in the Groupware-Module, an integrated document administration and the group schedule calendar:
* 3.04.01 Mailsystem "Mailer"
* 3.04.02 Document Administration "Files"
* 3.04.03 Group Schedule Calendar "Team-Calendar"text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.04.1_mailsystem_mailer_fortsetzung
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3.04.1 Mail System "Mailer" (Continue)
Using the Mail System
The following example will illustrate the functionality of the mail system.
Internal mail, in addition to the actual message, can include many optional Projectile forms. This form will be created as links in the mail and can be opened from the recipients of the message (if an appropriate authorization exists). In the example, the message contains a reference to an action, which the receivertext/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.04.1_mailsystem_mailer_fortsetzung1
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3.04.1 Mailsystem "Mailer" (Continued)
Integration of the Mail System
In the contact system, you can use for each contact or contact person either the email link or the mail functionality. The link to the email address ...
... will open the standard-email-client of the user.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.04.1_mailsystem_mailer
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3.04.01 Mail System "Mailer"
Projectile contains an internal and external functionality in the optional Groupware-Module. Using the integrated mail system “Mailer”, e-mails and short messages (SMS) can be sent within the system. The internal e-mails can link directly to any document in the system and automatically generate messages for resubmission (see also contact system) or reminders for appointments (see also Team-Calendar). Furthermore, the mail system is integra…text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.04.2_dokumentenverwaltung_flyer
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3.04.02 Document Administration "Files"
Projectile contains in the optional Groupware-Module an integrated document administration. By using document administration, index structure can be created in the web-server and files can also be transferred and administrated. The document administration contains personal folders and project folders. This folder-structures are completely liable to the authority of the system.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.04.3_gruppenterminkalender_team-kalender
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3.04.03 Group Organizer "Team-Calendar"
The group organizer manages project relevant appointments (milestones, external and internal appointments, project actions) and person-related events (absences, such as holidays and illness, bank holidays, general operations,text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.05_bedienung_der_profi-suche_fortsetzung
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3.05 Using the Advanced Search (continued 1)
Creating New Search Queries
Besides using stored search queries, it is also possible to create your own new search queries. To do this, select the list field of the entry “Look up Document types”text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.05_bedienung_der_profi-suche_fortsetzung1
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3.05 Using the Advanced Search (continued 2)
Assignment of Reports
Reports can also be added to the advanced search. If the ReportMaker is licensed, the reports can also be assigned to queries. In the example, an existing report with the name “text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.05_bedienung_der_profi-suche_fortsetzung2
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3.05 Using Advanced Search (continued 3)
Another example (project search)
The following query lists all ...
... ongoing top projects.
As an extension of the query, the field project manager in the document project is searched for with an AND-Link. This field is a multiple selection and contains many numbers of entries of type employee.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.05_bedienung_der_profi-suche
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3.05 Using the Advanced Search
Syntax Description of the Advanced Search
Document Type: or Document Type Finds all the information for the document type
Document type: Field Content {Comparison Operator} “Value” Finds all the information for the document type based on the expression of the field's contents.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.6_fortsetzung_6
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3.06 Reportgenerator "ReportMaker" (continued 6)
Key figures
Examples:
In the following examples, in a project overview key figures without limitation are used.
From a advanced search or result list, data will be ...
... passed to the report generator.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.06_reportgenerator_reportmaker
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3.06 Reportgenerator "ReportMaker"
The report generator provides, besides the standard charts, another possibility to evaluate the database of Projectile. It can be accessed through any search query. The output format CHART, CSV, HTML, browser view, PDF, RTF or XLS can be chosen. Furthermore, the ReportMaker provides, by using the EDIT-Mode, a convenient way of editing. To use or to create a report, an appropriate query is required (quick or advanced search of Projecti…text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.6._fortsetzung_2
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3.06 Reportgenerator "ReportMaker" (continued 2)
Functions of the ReportDesigner
The following example expanded functionalities of the designer are defined with the help of “project short list”.
First, a new element for the report is created by usingtext/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.6._fortsetzung_3
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3.06 Reportgenerator "ReportMaker" (continued 3)
Functions of the ReportDesigners
Next, the field 'status' is loaded and rearranged.
This field should be highlighted in color with the defined entries using value-based formatting .
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3.06 Reportgenerator "ReportMaker" (continued 4)
Graphical Charts with the ReportDesigner
In the following example a graphical chart is created from the tabular project list. First, the basic structure of the report is created again (here by copying the project list).text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.6._fortsetzung_5
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3.06 Reportgenerator "ReportMaker" (continued 5)
Key Figures
Definition:
Key figures are consolidated values, which are calculated using algorithms from the document data or other key figures, and which describe a document. An ID as a unique identification is assigned for each key figure. Projectile supports key figures for the forms contact, project, jobs and employee.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.07_archiv_und_historie
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3.07 Archives und History
Projectile includes optionally, a trash/recycle bin functionality (archive) and a document-based history.
3.07.01 Archives / Recycle Bin Functionality
If the document is no longer needed in the active data pool, clicking ontext/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.07.2_historie
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3.07.02 History
Every change is journalized by an activation of the history. By using the function the changes can be viewed in the form (with the appropriate permissions).
In the example three changes are journalized: The creating of the document and the three changestext/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.08_produktdokumentation_und_ticketsystem_produktmanagement_fortsetzung
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3.08 Product Documentation und Ticket-System "Product-Management" (continued 1)
Setup of the Module Structure
If the defined product is to be subdivided, this can be done by using the functionality 'New document' in the element sub-components. In the following example, a subdivision for the product 'risk management' is made in RM-master-data, RM-Recording and RM-Chart-System. Each of these modules can be arbitrarily divided.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.08_produktdokumentation_und_ticketsystem_produktmanagement_fortsetzung1
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3.08 Product Documentation und Ticket-System "Product-Management" (Continued 2)
Administration of the Versions
For the components and the sub components, any number of versions can be defined. These versions can then be used as the target versions for the change-requests.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.08_produktdokumentation_und_ticketsystem_produktmanagement_fortsetzung2
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3.08 Product Documentation and Ticket System "Product Management" (Continued 3)
Definition of the Change-Request (Tickets)
The change-requests are related to a component structure and are therefore assigned to the components. The change-requests are usually extensions, adjustments or error-removals within the structure. In the following example, a request-change to the subordinated component RM-Recording for the product risk-management is defined.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.08_produktdokumentation_und_ticketsystem_produktmanagement_fortsetzung3
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3.08 Product Documentation and Ticket System "Product Management" (Continued 4)
Overview Product Management
Employees, target version, date, status, type, rating. Depending on the implementation, other criteria for filtering the tickets are also supported. The module product management includes also a overview-functionality (menu product management - overview). This overview filters the change-requests using the criteria.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.08_produktdokumentation_und_ticketsystem_produktmanagement_fortsetzung4
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3.08 Product Documentation and Ticket System "Product Management" (Continued 5)
Editing-Steps Of The Change-Requests (Workflow)
If the change-request is defined, the modul responsible parties receive automatically a notification. The ticket 01020 risk-report has been recorded and has been sent to the responsible party, Julia Mueller, for decision. The employee receives from the system a notification, that a ticket for decision is available.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.08_produktdokumentation_und_ticketsystem_produktmanagement
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3.08 Product Documentation and Ticket System "Product Management"
The product management module allows defining product and / or service structures and the possibility to assign tickets for changes or errors. These tickets can be assigned directly to projects, sub-projects or jobs.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.09_workflow-modul
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3.09 Workflow-Module
The workflow engine enables illustrating work processes within Projectile. Unlike a business process that describes a sequence of activities with the objective of service performance, a workflow is a predefined sequence of computer-aided flow of activities. The workflow engine in Projectile supports a business process, provided with necessary data and processes, according to the specifications stored in the system. The goal here is not a documenta…text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.10_wissens-_und_informationsmanagementsystem_infomarktplatz
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3.10 Knowledge and Information Management System "Infomarket"
The optional module, information market is a functionality which can be used as a web-based information system for knowledge management. Each user participates in the maintenance of the information or contributions to the information market. Therefore usually, the system requires no moderation or editor.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.11_risikomanagement
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* 3.11.01 Verwaltung von Systemdaten
* 3.11.02 Verwaltung von Schlüsseldaten
* 3.11.03 Verwaltung von Kostenarten
* 3.11.04 Das Kontaktsystem - CRM
* 3.11.05 Verwaltung von Tätigkeiten
* 3.11.06 Verwaltung von Mitarbeitern
* 3.11.07 Arbeitszeitverwaltung
* 3.11.08 Verwaltung von Units
* 3.11.09 Artikelverwaltung
* 3.11.10 To-Do-Verwaltungtext/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.11_verwalten_von_basisdaten
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3.11 Basic Data Administration
* 3.11.01 System Data Administration
* 3.11.02 Key Data Administration
* 3.11.03 Cost Type
* 3.11.04 The Contact System - CRM
* 3.11.05 Occupation Administration
* 3.11.06 Employee Administration
* 3.11.07 Working Time Administration
* 3.11.08 Unit Administration
* 3.11.09 Item Administration
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3.11.01 System Data Administration (Continued - flexible Time Action)
Defining Flexible Timed Action
Timed actions can also be used, for example, to automate chart evaluations.
First a new document of the type timed actions …
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3.11.01 System Data Administration
Various document types in the system contain the global system parameters, and thereby affect the behavior of the entire application. The system documents configuration and system always consist of a document. If a parameter for the company's location changes for example, only the relevant field must be changed. Using timed action, defined or free timed actions can be defined for the automation of Projectile.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.11.02_verwaltung_von_schluesseldaten
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3.11.02 Key Data Administration
The basis of the project information system and billing system are the key data and master data. This data is administered in the module basic data. The keys administer the data, which will be available parameterized for the entire application. Thus, the system includes for example, certaintext/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.11.03_verwaltung_von_kostenarten
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3.11.03 Cost Type Administration
The cost elements are the basis for grouping in the budget management and costing. The system distinguishes between project costs and overheads, which can be sub-divided arbitrarily. Several project costs (travel expenses, driving expenses, foreign services) are mandatory and should (as the top cost types, project costs and overheads) not be deleted. The cost types can also support (with linkage for financial accounting) allocations to …text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.11.04_das_kontaktsystem_-_crm
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3.11.04 The Contact System
The contact system in Projectile consists of the document types customer, contact person, action and the customer chart.
The document type customer manages all contacts of the company with their contact persons. Customers can be customers, prospective customers, suppliers, etc.. Each customer can be assigned any amount of contact persons. The contact persons can be (for example, be assigned to the project acquisition) assigned user-defined…text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.11.04_das_kontaktsystem_fortsetzung
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3.11.04 The Contact System (... continued)
For each contact person any number of actions can be defined. Actions can, for example be requests, appointments, reminders, etc. These actions will log important events with (history) and can furthermore be used for the acquisition and public relations.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.11.05_verwaltung_von_taetigkeiten_kundenweise_taetigkeiten
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3.11.05 Occupation Administration (Customer-related Occupations) (Continued 1)
Using customer-related occupations, the customer-related cost rates on the basis of the occupations can be defined. The cost rates of the customer-related occupations are directly defined through “customertext/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.11.05_verwaltung_von_taetigkeiten_projektweise_taetigkeiten
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3.11.05 Occupation Administration (Project-related Occupations) (Continued 2)
Using project-related occupations, the project-related cost rates on the basis of the occupations can be defined. The cost rates of the project-related occupations are directly defined through 'project'.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.11.05_verwaltung_von_taetigkeiten
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3.11.05 Occupation Administration
The occupations in Projectile are the basis for staff planning, internal accounting and billing. As a basis for determining the internal costs and billable services are the charging rates which are assigned to these occupations. This definition applies to the entire installation.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.11.06_verwaltung_von_mitarbeitern
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3.11.06 Employee Administration
In Projectile, the employees are members of the project teams. The document type employee, administers information about employees, their access permissions in the system, and cost rates and cost accounting, overtime and vacation entitlement.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.11.07_arbeitszeitverwaltung_fortsetzung
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3.11.07 Working Time Administration (continued)
Administering Accounts
After defining the employee contracts, the working time administration is ready for use. The corresponding data for time accounts (working hours, holidays, special hours) are taken from the working time recording. The information from work time recording uses the conditions of the valid employee contracts by using the actiontext/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.11.07_arbeitszeitverwaltung
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3.11.07 Working Time Administration
Projectile contains optionally, an entire working time administration. The working time administration is based on the work time recording (see also chapter 2.3 registration module). In the TimeTracker (besides the project times) presences, breaks and absences (illness, vacation, maternity leave,text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.11.08_verwaltung_von_units
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3.11.08 Unit Administration
In Projectile, the department structures can be illustrated in a company by using “units”. There can be one or more unit managers and an associated team. With the possibility to divide the employees into various units, i.e. departments, extensions and refinement of the access permissions system occurs. This is important when units are assigned totext/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.11.09_artikelverwaltung
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3.11.09 Item Administration
Projectile offers optionally the possibility to administer foreign services or items and to bill this project-related. Assigning the foreign services or items to the project, can be performed in the document type item sheet.
When creating a new item or external service, various field are automatically pre-populated. In the standard version of Projectile the following fields are pre-populated:text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.11.10_to-do-verwaltung
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3.11.10 Verwaltung von To-Do's
Projectile bietet ...text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.12_auswertungssystem
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3.12 Chart System
The charts represent the central control tools within Projectile. Here, all employee-related, cost-related and project-related information can be accessed using various criteria. The information is available as either lists or diagrams.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.12_call-center
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* 3.12.01 Earned-Value-Analyse
* 3.12.02 Finanzauswertung
* 3.12.03 Gantt-Diagramm
* 3.12.04 Kapazitätsauswertung
* 3.12.05 Kontaktauswertung
* 3.12.06 Mitarbeiterauswertung
* 3.12.07 Portfolio-Auswertung
* 3.12.08 Projektauswertungtext/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.12.01_earned-value-analyse
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3.12.01 Earned Value Analysis
The Earned Value Analysis emerged in the early 60's as a control method of the U.S. Air Force and is a management tool for projects in many countries. Earned Value or Earned Value Analysis refers to a method to make the progress of a project measurable and predictable at any given time. The key figure, which with this is done by this method, is also known as Earned Value.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.12.02_finanzauswertung
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3.12.02 Assessment Chart
The assessment chart generates financial charts in the system. These include, cost evaluation (planned/actual comparisons, budgets for costs and an in-depth cost chart), general assessment charts (offers, budgets, invoices, expenses, cash flows and profit contribution, including in-depth charts), overviews on billable and billed services, a list of open items and of result charts.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.12.03_gantt-diagramm
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3.12.03 Gantt-Charts
This chart block includes the Gantt chart (bar chart) and the Gantt table, which is designed to complement the chart. A Gantt chart is a diagram to visualize the time planning of a project. The duration of a job or project is symbolized by the length of the bar in the timeline. The bars can be either actual data or target data. Events or milestones are represented as points in time. In Projectile processes are visualized in the project chart.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.12.04_kapazitaetsauswertung
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3.12.04 Capacity Chart
The capacity chart contains the charts and overviews regarding utilization, capacity and calendar. These include general overviews, capacity utilisation and capacity charts and calendar overview charts.
The following charts can be generated:text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.12.05_kontaktauswertung
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3.12.05 Contact Chart
The contact chart provides an overview of all contact data in the system. Here, all actions are displayed using the defined selection criteria (for example, all uncompleted business contacts). In this chart, all contact data (text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.12.06_mitarbeiterauswertung
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3.12.06 Employee Chart
The employee chart includes the employee-evaluation charts and overviews regarding capacity utilization and capacity. These include general overviews, time sheets and occupation sheets, plan/actual comparison, capacity utilization and capacity charts and overviews of absences (vacation, illness,text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.12.07_portfolio-auswertung
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3.12.07 Portfolio Chart
Project portfolio management is planning, control and monitoring of selected projects of an organization. The basis of project portfolio management is the compilation of projects. In the document type “portfolio”, projects can be compiled and the axes can be pre-defined for the charts. The key figures for the axes are for example planned time/effort, actual effort, planned costs, actual costs, planned revenue, offer value, invoice amount, probab…text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)3.12.08_projektauswertung
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3.12.08 Project Chart
The project chart implements the project-related charts. This includes the project overview chart, the work breakdown structure (project structure plan), target/actual comparison chart for projects and jobs, the milestone-trend-analysis chart, the visualization of degree of completion, time sheets and a skill matrix.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)fortsetzung
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3.06 Reportgenerator "ReportMaker" (continued 1)
Generate Reports:
The ReportMaker offers a variety of formats as output options.
The option “VIEW” ...
... creates the report directly in the application ...
... with the possibility to link from the chart to the master data.text/html2019-10-25T12:11:03+00:00Anonymous (anonymous@undisclosed.example.com)fortsetzung2
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3.11.01 System Data Administration (continued - Fixed Timed Action)
Timed Action
In the document type timed action the system services are administered for periodical actions in Projectile. Here, system processes as charts, data exchange, reminders, status reports or invoicing can be automated. These functions are accessible for certain user groups from the system and can be time controlled from the administrator.