Projectile Manual - en:handbuch:kapitel_4

4_arbeiten_mit_projectile_-_dokumentation_anhand_von_beispielen

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4 Arbeiten mit Projectile - Dokumentation anhand von Beispielen Dieser Abschnitt beschäftigt sich mit der Bedienung und den Funktionalitäten von Projectile für die Verwaltung von System- und Stammdaten und der Module Projektdaten, Erfassung, Faktura und Auswertungen.

4_html-tutorial_projectile

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] * 4.01 Login and Structure of the Application * 4.02 Search and Find * 4.03 General Usage * 4.04 Project Data Administration * 4.04.01 Creating a Project Manually using Project Planning * 4.04.02 Creating a Project using Templates * 4.04.03 Importing Projects * 4.04.04 Calculation and Budget Administration * 4.05 Generate Offers * 4.06 Generate Order Confirmation * 4.07 Modify Project Status * 4.08 Tracking and Recording Time * 4.0…

4.01_anmelden_und_aufbau_der_anwendung

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.01 Login and Structure of the Application Login After invoking the URL address to the Projectile server a login window is opened in the browser. The starting address usually has the following structure: . After entering the login and password and confirming with

4.02_suchen_und_finden

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.02 Search and Find Search Machine Non-constraining Search The search machine is used for finding data. Entering a search string in the search box and selecting a catagory, all documents in the catagory are searched using the string on the basis of a full text search. Using the category field limits the selectable document types.

4.03_allgemeine_bedienung

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.03 General Usage Create Documents Creating a new document in the work area is described using the document type receipt. After selecting the document type ... ... an empty document form from the selected document type is displayed. In the example, a new document with the type offer is displayed. The form contains initially only the default values (here the offer number, the employee who created the receipt, the current date, value-added tax, the vadility and th…

4.04_projektdaten_verwalten

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 5.04 Project Data Administration The central document for the administration of project data is the document project. The key data and the sructure of the project are determined here. Forming and creating a project are described here. Generally, their are three possibilities to define a new project. A project can be created manually, or semi-automatically using a project template, or importing the project from a third-party system (for example MS Project).

4.04.1_manuelle_projektdefinition_mit_hilfe_der_projektplanung

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.04.01 Creating a Project Manually using Project Planning Project Master Data When defining a new project, either the functionality “create” with the document type “project” in the work area or the functionality “New Project” ...

4.04.2_projektdefinition_mit_hilfe_von_schablonen

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.04.02 Creating a Project using Templates Project templates can be used in recreating a complete project structure from Projects, Milestones, Jobs, order relationships and Budgets. A project template is defined in a text file with a *.projectTemplate extension, which is in the config directory in Projectile.

4.04.3_projekte_importieren

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.04.03 Importing a Project Using the action “Import project”, project data from a csv file can be imported. The MS Project-Interface from Projectile generates the appropriate csv files using a schema from MS Project files. The importing process is performed in two steps: a csv file is generated from MS Project, in which the project data and its sub-projects are included and the csv file is loaded in MS Project using the schema

4.04.4_kalkulation_und_budgetverwaltung

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.04.04 Calculation and Budget Administration In the budget tab and financial data tab in Project are the financial key figures for the project. The costs and revenue refer to the plan data of the jobs (see alsö pricing and costing). Miscellaneous costs can be planned in the budget administration.

4.05_angebote_erstellen

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.05 Generate Offer Generating New Offers After the planning phase is completed, you can create an offer-header by using the action... ... “Generate new offer”. This offer-header can be completed and then saved. Including Positions

4.5_auswertungssystem

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[zurück] [Home] [weiter] 4.2 Auswertungssystem Die Auswertungen stellen das zentrale Kontrollwerkzeug innerhalb von Projectile dar. Hier können mitarbeiter-, kosten- und projektbezogene Informationen aktuell nach verschiedenen Kriterien abgerufen werden. Die Informationen werden in Form von Listen und Graphiken zur Verfügung gestellt.

4.06_auftragsbestaetigung_erstellen

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.06 Create Order Confirmation Create If a customer’s order has to be stored in the system (for example in partial order) an order confirmation can be created by using the function “Create” in the intro screen or through the last offer version. The information of the order confirmation (order value, order number, order date) will be transferred to the order tab of the project.

4.07_projektstatus_aendern

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.07 Modify Project State When the project is completely planned and ordered, it must be activated. This can be done by using the action “set project status”. This action changes the status of the complete project structure (including all the sub-projects).

4.08_zeiterfassung

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.08 Tracking and Recording Time * 4.08.1 TimeTracker * 4.08.2 Recording Absences

4.08.1_timetracker

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.08.01 TimeTracker Stopwatch-Functionality Tracking and recording of working and project times and of absences of the employees can be realized by using the TimeTracker. These components can be found in TimeTracker in the working field by clicking on the clock symbol, for example for the 19.10.2009.

4.08.2_abwesenheitserfassung

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.08.02 Recording Absences Central Absence Recording The absences can also be centrally recorded in the document working times/absence or by using the functionality “Tracking and Recording => Absences”. Here, first the employee/employees or the unit (all employees of the location or of the department) and the period of time are selected.

4.09_kostenerfassung

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] Costs * 4.09.01 Receipts, Trips and External Costs * 4.09.02 Travel Expenses

4.09.01_belege_fahrten_und_fremdkosten

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.09.01 Receipts, Trips and External Costs Receipts To create a receipt, select document type „Receipt“ in the work area. The document Type Receipt provides the project-oriented registration of costs. For example material (copies, paper), traveling costs (taxi, train, and plane), accommodation or similar costs can be documented. After creating a receipt, some fields are pre-set

4.09.02_reisekosten

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.09.02 Travel Expenses Recording Recording of travel expenses refers to, in the trips document, directly to the definition of the trip and the assignment of the daily expenses and accommodation expenses. Other costs/expenses in connection (with) to the trip (for example journey and return, accommodation cost/expenses or flight costs/expenses) are assigned to the appropriate document or link.

4.10_eingangsrechnungen_erfassen

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.10 Create Invoices Create The incoming invoice document provides the administration of the incoming bills. These incoming invoices can integrate into the own outgoing invoices. Beyond that, related outgoing payments can be administrated. After opening a new document of the type “incoming invoice”

4.11_rechnungsstellung

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] Invoicing * 5.11.1 Fixed Price Invoice, Advance Payment Invoice and Final Invoice * 5.11.2 Expenditure Invoices

4.11.1_festpreis-_abschlag-_und_abschlussrechnungen

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.11.01 Fixed Price Invoice, Advance Payment Invoice and Final Invoice Invoicing In the billing module you can also create (alongside to generating offers, order confirmations, recording invoices) outgoing invoices. Basically there are several accounting/billing variants in the system (according to effort, fixed price, advance payment, final and alternate/periodic invoice). On the bases of different pricing models, the projects can be flexibly billed, as agreed upon w…

4.11.2_aufwandsrechnungen

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.11.02 Invoicing (continued): Account of Expenditures Billable Times With the billing type time/effort, the invoice is created analog to the procedure in the offer. If the chart period (period of time) is set, only billable efforts within the effort time period are displayed for invoicing. The completed services are not always approved for invoicing as has been recorded. In Projectile, using the action “Billable Time” the recorded time for accounting is assessed. Thi…

4.12_auswertungssystem

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] Chart System * 4.12.1 Applying Standard Charts * 4.12.2 Project Charts * 4.12.3 Employee Charts and Capacity Charts * 4.12.4 Assessment Charts

4.12.1_bedienung_der_standardauswertungen

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.12 Chart System 4.12.01 Applying Standard Charts Projectile contains many standard charts. The charts are grouped by topic in the chart blocks and contain between one and up to 13 individual charts. The charts can be be opened in the work area by using the functionality

4.12.2_projektauswertung

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.12.02 Project Charts Gantt-Chart The project charts can either be generated directly from the project or by using the chart block “project charts”. In the project planning the most important project charts and capacity charts are available. The charts here are however limited in relation to the selection criteria.

4.12.3_mitarbeiter-_und_kapazitaetsauswertungen

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.12.03 Employee Charts and Capacity Charts Using the employee charts and capacity charts, the system supplies overviews referring to services, utilization and capacities. These include general overviews, time sheets and occupation sheets, target/actual comparison, utilization charts and capacity charts and overviews of absences (vacation, illness,

4.12.4_fakturaauswertungen

Anonymous (anonymous@undisclosed.example.com) — 2019-10-25T12:11:03+00:00

[previous] [Home] [next] 4.12.04 Assessment Chart The assessment chart generates financial charts in the system. These include, the cost evaluation (target/actual comparisons, budgets to costs and in-depth charts), the general charts, ( offers, budgets, invoices, expenses, costs and cash flow, profit contribution, including in-depth charts), overviews of billable and billed services, a list of open entries and the results evaluation.