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en:gui5:handbuch:kapitel_2:2.02.02_projekt
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en:gui5:handbuch:kapitel_2:2.02.02_projekt [2021/12/01 14:23] alexandra [Order Data] |
en:gui5:handbuch:kapitel_2:2.02.02_projekt [2021/12/14 11:23] (current) alexandra [Portfolio] |
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| * **Complexity:** | * **Complexity:** | ||
| - | * **Order Volume:** FIXME | + | * **Order Volume:** What is the order volume for the project? |
| - | * **Number of External Contacts:** FIXME | + | * **Number of External Contacts:** How many contact person does the company have? |
| - | * **Contact Type:** FIXME | + | * **Contract Type:** The contract liability level. |
| - | * **Number of Suppliers:** FIXME | + | * **Number of Suppliers:** How many suppliers does the project have? |
| - | * **Risk Probability:** FIXME | + | * **Risk Probability:** What is the likely risk for the project? |
| - | * **Project Effort:** FIXME | + | * **Project Effort:** How big is the effort for this project? Approximately how many days are needed? |
| - | * **Number of Employees:** FIXME | + | * **Number of Employees:** How many employees are needed for the project? |
| - | * **Relevance:** FIXME | + | * **Relevance:** The importance of the project for the company. |
| - | * **Complexity:** FIXME | + | * **Complexity:** These parameters determine the complexity of the project. |
| - | * **Tailoring:** FIXME | + | * **Tailoring:** If a tailoring was created for this project, this field contains a link to show the tailoring. Tailorings can be created via Actions > Administration > Create tailoring. |
| =====Risk Assessment===== | =====Risk Assessment===== | ||
| Line 112: | Line 112: | ||
| * **Target Time:** This field is determined by the system during planning and defines the expected project duration in hours or days. During planning, this value is updated (analogous to planned effort) and when planning is completed (status transition to "advance work" or "active"), this value is not changed. | * **Target Time:** This field is determined by the system during planning and defines the expected project duration in hours or days. During planning, this value is updated (analogous to planned effort) and when planning is completed (status transition to "advance work" or "active"), this value is not changed. | ||
| * **Planning Time:** This field defines the expected project duration. This field is either determined automatically according to the [[..:kapitel_a:glossar#ButtomUp-Prinzip|ButtomUp principle]] or is specified by the user in [[..:kapitel_a:glossar#TopDown-Planung|Top-Down planning]]. This value is identical to the planned effort until the status changes to "Advance work" or "active". | * **Planning Time:** This field defines the expected project duration. This field is either determined automatically according to the [[..:kapitel_a:glossar#ButtomUp-Prinzip|ButtomUp principle]] or is specified by the user in [[..:kapitel_a:glossar#TopDown-Planung|Top-Down planning]]. This value is identical to the planned effort until the status changes to "Advance work" or "active". | ||
| - | * **Periodic Planning Time:** FIXME | + | * **Periodic Planning Time:** The current plan costs from the schedule. |
| * **Actual Time:** This field contains the recorded times for the assigned project. These actual efforts are transferred to the projects and [[..:kapitel_2:2.02.04_arbeitspaket|work packages]] each time a change is made in the [[..:kapitel_2:2.3.01_timetracker|TimeTracker]] recording component. | * **Actual Time:** This field contains the recorded times for the assigned project. These actual efforts are transferred to the projects and [[..:kapitel_2:2.02.04_arbeitspaket|work packages]] each time a change is made in the [[..:kapitel_2:2.3.01_timetracker|TimeTracker]] recording component. | ||
| * **Billable Time:** This field contains the billable effort for the assigned project. | * **Billable Time:** This field contains the billable effort for the assigned project. | ||
| * **Billed Time:** This field contains the billed times for the assigned project. These billed times are transferred to the projects and work packages each time the invoice is issued or cancelled. | * **Billed Time:** This field contains the billed times for the assigned project. These billed times are transferred to the projects and work packages each time the invoice is issued or cancelled. | ||
| * **Estimated Remaining Effort:** This field shows the last remaining effort estimate entered minus the subsequently entered effort. | * **Estimated Remaining Effort:** This field shows the last remaining effort estimate entered minus the subsequently entered effort. | ||
| - | * **LastTrackingRestriction:** FIXME | + | * **LastTrackingRestriction:** Tracking of cost for this project is not allowed before this date. |
| * **Figures:** | * **Figures:** | ||
| - | * **Offer Value:** FIXME | + | * **Offer Value:** The sum of the completed offer. |
| - | * **OrderConfirmationTracked:** FIXME | + | * **OrderConfirmationTracked:** The sum of the completed order. |
| - | * **TurnoverContractPlanned:** FIXME | + | * **TurnoverContractPlanned:** The forecast based on contracts. Depending on the type of contract, compiled from milestones, payment schedule or the sum of plan expenses * external hourly rate plus all costs. |
| - | * **TurnoverChargeable:** FIXME | + | * **TurnoverChargeable:** The sum of actual expenses * external hourly rate in addition to all costs. |
| - | * **TurnoverTrackedProject:** FIXME | + | * **TurnoverTrackedProject:** The sum of the completed invoices. |
| - | * **Total Costs:** FIXME | + | * **Total Costs:** The sum of planned expenses * internal hourly rate + internal other budgets. |
| - | * **Actual Costs:** FIXME | + | * **Actual Costs:** The sum of actual expenses * internal hourly rate + other expenses (drive, travel, receipts, item sales, incoming invoices). |
| - | * **LeftoverBudget:**FIXME | + | * **LeftoverBudget:** The difference between total costs and actual costs (total costs - actual costs). |
| - | * **OrderValueNet:** FIXME | + | * **OrderValueNet:** The sum of the completed order positions. |
| - | * **IncomingInvoiceNet:** FIXME | + | * **IncomingInvoiceNet:** The sum of the completed incoming invoice positions. |
| - | * **ExternLeftoverBudget:** FIXME | + | * **ExternLeftoverBudget:** The difference between OrderValueNet and IncomingInvoiceNet (OrderValueNet - ExternLeftoverBudget). |
| * **EVA:** | * **EVA:** | ||
| - | * **CPI:** FIXME | + | * **CPI:** The cost-based performance measure of earned value analysis. It is formed from the ratio of earned value and planned expense. This means that if the CPI is greater than 1, the project results were delivered at less cost than originally planned, while a value less than 1 means the budget is overdrawn. |
| - | * **SPI:** FIXME | + | * **SPI:** The time-based performance measure of earned value analysis. It is formed from the ratio between earned value and planned expense. This means that if the SPI is greater than 1, the project results were delivered faster than planned. If the number is less than 1, the project is progressing too slowly. |
| =====Calculation===== | =====Calculation===== | ||
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| {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-09-29_um_13.16.31.png?|}} | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-09-29_um_13.16.31.png?|}} | ||
| - | * **Actions:** In this field, projectations can be entered or assigned. | + | * **Customer Actions:** In this field, actions can be entered or assigned. |
| * **Meetings:** This field allows to enter or assign meetings. | * **Meetings:** This field allows to enter or assign meetings. | ||
| - | * **Action List:** This field allows the entry of events. | + | * **Decisions:** This field allows the entry of decisions. |
| - | * **ext. Documentation:** If the flyer is available, external files can be assigned here. | + | * **Risks:** This field allows the entry of risks. |
| + | * **External Documentations:** If the flyer is available, external files (like Project Acceptance, Documentations and Invoices) can be assigned here. | ||
| =====Final Report===== | =====Final Report===== | ||
| Line 175: | Line 176: | ||
| {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-09-29_um_13.17.11.png?|}} | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-09-29_um_13.17.11.png?|}} | ||
| - | * **Creator & Summary:** A summary of the final report (Project Closing Document - PCD) can be stored here. | + | * **Creator & Overview:** A summary of the final report (Project Closing Document - PCD) can be stored here. |
| * **Description of the Individual Points:** Detailed information for the PCD can be entered here. | * **Description of the Individual Points:** Detailed information for the PCD can be entered here. | ||
| * **Lessons Learned:** Lessons Learned can be entered here, which can also be viewed by users without access to the project. | * **Lessons Learned:** Lessons Learned can be entered here, which can also be viewed by users without access to the project. | ||
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| {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-09-29_um_13.17.52.png?|}} | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-09-29_um_13.17.52.png?|}} | ||
| - | * **Technical Setting & Details:** | + | * **Technical Details:** |
| - | * **int. Key:** This numeric field uniquely identifies the project. This number is proposed by the system. | + | * **Key:** This numeric field uniquely identifies the project. This number is proposed by the system. |
| - | * **Offer Value:** The total of all bid values for the project is stored here (net). | + | * **Sales Pipeline:** The sales activity related to this project. |
| - | * **Invoice Value:** The total of all invoice values of the project is stored here (net). | + | |
| - | * **Indicators for Recording and Reporting:** | + | * **Indicators for Tracking and Reporting:** |
| - | * **Operational Activity:** This indicator controls the properties of the project work packages. This indicator is an evaluation criterion in capacity evaluations and is used, for example, for internal projects or permanent projects so that these projects are not taken into account when calculating the workload of employees. | + | * **Production Effort:** This indicator controls the properties of the project work packages. This indicator is an evaluation criterion in capacity evaluations and is used, for example, for internal projects or permanent projects so that these projects are not taken into account when calculating the workload of employees. |
| - | * **Total of Work Packages in the Activity cannot be Overbooked::** This indicator controls the properties of the activities in the project. If the indicator is set, you can only record in the [[..:kapitel_2:2.3.01_timetracker|TimeTracker]] on the activity (or the total of the assigned work packages) as long as the planned effort is not exceeded. | + | * **Not Overbookable:** This indicator controls the properties of the activities in the project. If the indicator is set, you can only record in the [[..:kapitel_2:2.3.01_timetracker|TimeTracker]] on the activity (or the total of the assigned work packages) as long as the planned effort is not exceeded. |
| - | * **Work Packages cannot be Overbooked:** This indicator controls the properties of the project work packages. If the indicator is set, you can only enter data in the [[..:kapitel_2:2.3.01_timetracker|TimeTracker]] for the work package as long as the planned effort has not been exceeded. | + | * **Jobs not Overbookable:** This indicator controls the properties of the project work packages. If the indicator is set, you can only enter data in the [[..:kapitel_2:2.3.01_timetracker|TimeTracker]] for the work package as long as the planned effort has not been exceeded. |
| - | * **Time Recording only after the Start of the Plan:** This indicator controls the properties of the project work packages. If the indicator is set, you can only record time in the work package in the time tracker if the start of the work package has been reached. | + | * **Limit Time Tracking to Estimated Begin Date:** This indicator controls the properties of the project work packages. If the indicator is set, you can only record time in the work package in the time tracker if the start of the work package has been reached. |
| - | * **Time Recording only before End of Plan:** This indicator controls the properties of the project work packages. If the indicator is set, you can only record time in the work package's time tracker as long as the end of the work package has not been reached. | + | * **Limit Time Tracking to Estimated End Date:** This indicator controls the properties of the project work packages. If the indicator is set, you can only record time in the work package's time tracker as long as the end of the work package has not been reached. |
| - | * **Project not Overbookable:** This indicator controls the properties of the project work packages. If the indicator is set, data can only be entered in the [[..:kapitel_2:2.3.01_timetracker|TimeTracker]] for the work packages of the project as long as the planned effort of the project is not exceeded. | + | * **Limit Time to Estimated Time Project:** This indicator controls the properties of the project jobs. If the indicator is set, data can only be entered in the [[..:kapitel_2:2.3.01_timetracker|TimeTracker]] for the jobs of the project as long as the planned effort of the project is not exceeded. |
| * **Check Indicators:** | * **Check Indicators:** | ||
| - | * **Checked on**, **Checked on Key Date:** The check date of the project and the key date of the check can be entered in these fields. | + | * **Last Checked**, **Auditdate:** The check date of the project and the key date of the check can be entered in these fields. |
| - | * **Last Status Change to Passive, Active or Completed:** The most important status changes are listed here (passive - entered, active/preliminary work, completed/cancelled). The complete history of all status changes can be found in the menu item "View - Show Event Log". | + | * **Last Status Change to Passive, Active or Closed:** The most important status changes are listed here (passive - entered, active/preliminary work, completed/cancelled). The complete history of all status changes can be found in the menu item "View - Show Event Log". |
en/gui5/handbuch/kapitel_2/2.02.02_projekt.1638365039.txt.gz · Last modified: 2021/12/01 14:23 by alexandra
