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en:handbuch:kapitel_2:2.02.02_projekt [2012/03/26 11:40] 192.168.0.65 |
en:handbuch:kapitel_2:2.02.02_projekt [2019/10/25 14:11] (current) |
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On the "Order data" tab: | On the "Order data" tab: | ||
- | * **Order Value:** This field can be used for defining the fixed price/flat rate (maximum upper limit for all invoices for this project). If the order value is defined here, the automatically defined value planned-revenue displays only the theoretical project budget, with the basis being the planned value from the jobs and the budget administration. The order value is transfered automatically from the system if an order confirmation is included as defined. | + | * **Order value:** This field can be used for defining the fixed price/flat rate (maximum upper limit for all invoices for this project). If the order value is defined here, the automatically defined value planned-revenue displays only the theoretical project budget, with the basis being the planned value from the jobs and the budget administration. The order value is transfered automatically from the system if an order confirmation is included as defined. |
- | * **Order Number, Order Date:** The order number and the order date of the project can be entered here. This order information can be used for the invoice print-out. The order number and the order date are transferred from the system, if an order confirmation is defined as included. | + | * **Purchase number, Order date:** The order number and the order date of the project can be entered here. This order information can be used for the invoice print-out. The order number and the order date are transferred from the system, if an order confirmation is defined as included. |
- | * **Rebate:** A rebate for the project can be stored here. This rebate is preallocated for all invoices of the project. | + | * **Trade discount/Cash discount:** A rebate for the project can be stored here. This rebate is preallocated for all invoices of the project. |
* ** Method of Payment:** The method of payment for the project can be selected here. These payment methods are transfered from the contact form when defining a customer/client, and can be overridden in the project and invoicing. | * ** Method of Payment:** The method of payment for the project can be selected here. These payment methods are transfered from the contact form when defining a customer/client, and can be overridden in the project and invoicing. | ||
- | * **Incoming Order:** The type of communication for the incoming order (fax, letter, e-mail, ...) can be entered here. | + | * **Incoming order:** The type of communication for the incoming order (fax, letter, e-mail, ...) can be entered here. |
- | * **Travel Expenses - Type of Billing, Fixed Rate:** The preallocation for travel expense billing for the project can be stored here (no billing, fixed price, at cost). These preallocations can be modified per business trip. | + | * **Travel Expenses - Type of billing, fixed rate:** The preallocation for travel expense billing for the project can be stored here (no billing, fixed price, at cost). These preallocations can be modified per business trip. |
+ | * **Flat amount/Daily flat amount:** | ||
{{:en:handbuch:kapitel_2:project9.png|}} | {{:en:handbuch:kapitel_2:project9.png|}} | ||
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On the "Project activity log" tab: | On the "Project activity log" tab: | ||
- | * **Issues, Meetings:** When using the module "Complex" references to the issues and meetings can be stored here. | + | * **Actions:** This field contains all stored actions concerning this project. |
- | + | * **Meetings:** When using the module "Complex" references to the issues and meetings can be stored here. | |
- | * ** Actions:** This field contains all stored actions concerning this project. | + | * **Abnahmen:** |
+ | * **Documentation:** | ||
{{:en:handbuch:kapitel_2:project10.png|}} | {{:en:handbuch:kapitel_2:project10.png|}} | ||
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* **Locked (a hidden field in the standard version):** With this check box, it can be defined if the duration/effort of the project or sub-project are locked. This functionality is needed for the top down planning or to lock the projects in the project planning. This functionality is used in the forward and backward pass, in order to protect this element from being shifted (see also chapter 4-2-1-5 Calculating the Project Plans - Appointment Planning/Agenda). | * **Locked (a hidden field in the standard version):** With this check box, it can be defined if the duration/effort of the project or sub-project are locked. This functionality is needed for the top down planning or to lock the projects in the project planning. This functionality is used in the forward and backward pass, in order to protect this element from being shifted (see also chapter 4-2-1-5 Calculating the Project Plans - Appointment Planning/Agenda). | ||
- | * **Jobs not overbooked:** This flag controls the properties of the project. If the box is marked, the job in TimeTracker can only be entered as long as the planned time is not exceeded. | + | * **Limit time tracking to estimate time process:** |
+ | * **Jobs not overbookable:** This flag controls the properties of the project. If the box is marked, the job in TimeTracker can only be entered as long as the planned time is not exceeded. | ||
* ** Time recording only after planned begin date:** This flag controls the properties of the job of the project. If this box is marked, the job in TimeTracker can only be entered when the planned begin of the job is reached. | * ** Time recording only after planned begin date:** This flag controls the properties of the job of the project. If this box is marked, the job in TimeTracker can only be entered when the planned begin of the job is reached. | ||
- | * **Time recording only after planned end date:** This flag controls the properties of the job of the project. If this box is marked, the job in TimeTracker can only be entered as long as the planned end of the project is not reached. | + | * **Time recording only after planned end date:** This flag controls the properties of the job of the project. If this box is marked, the job in TimeTracker can only be entered as long as the planned end of the project is not reached. |
+ | * **Checked Assesstime:** | ||
+ | * **Checked tracked time:** | ||
* **Operation Activity:** This flag controls the properties of the job of the project. This flag is analysis criteria for the capacity analysis and is used, for example, for internal projects or long-term projects, in order not to consider the staff workload. | * **Operation Activity:** This flag controls the properties of the job of the project. This flag is analysis criteria for the capacity analysis and is used, for example, for internal projects or long-term projects, in order not to consider the staff workload. | ||
* **Components, Change Requests:** When using the module "project documentation" references to the product structure and the change requests can be stored here. | * **Components, Change Requests:** When using the module "project documentation" references to the product structure and the change requests can be stored here. | ||
- | * **Comment:** This field is designated for comments concerning the project. | + | * **Note:** This field is designated for comments concerning the project. |
{{:en:handbuch:kapitel_2:project11.png|}} | {{:en:handbuch:kapitel_2:project11.png|}} | ||
On the "Back references" tab: | On the "Back references" tab: | ||
+ | |||
+ | * **Offer Headers:** | ||
+ | * **Invoice Headers:** | ||
+ | * **Confirmation Headers:** | ||
+ | * **Contracts:** | ||
+ | * **Drives:** | ||
+ | * **Foreign Invoice Lines:** | ||
+ | * **Item Sheets:** | ||
+ | * **Order Lines:** | ||
+ | * **Projectwise Occupations:** | ||
+ | * **Receipts:** | ||
+ | * **Travels:** | ||
The form contains the following actions: | The form contains the following actions: | ||
- | * **Project Planning (also {{:handbuch:kapitel_1:timing.gif?nolink}}-Button) {{:handbuch:kapitel_1:timing.gif?nolink}}:** When using this action the extended project planning on the basis of the network planning technique can be used . (see also chapter 4-2-1-5 Calculating the project plan - appointment scheduling). | + | * **Project Planning (also {{:en:handbuch:kapitel_2:project_planning_button.png|}}-Button):** When using this action the extended project planning on the basis of the network planning technique can be used . (see also chapter 4-2-1-5 Calculating the project plan - appointment scheduling). |
- | * **Refresh price table (also {{:handbuch:kapitel_1:recalculate.gif?nolink}}-Button) {{:handbuch:kapitel_1:recalculate.gif?nolink}}:** When using this action all values in the budget tab are recalculated and/or refreshed. | + | * **Refresh price table (also {{:en:handbuch:kapitel_2:refresh_pricetable_button.png|}}-Button):** When using this action all values in the budget tab are recalculated and/or refreshed. |
- | * **Set project status:** When using this action the project status can be modified. According to the current status of the project, various attributes are available (project passive, open offer, advance performance, project active, project completed, ... ). Status changes affect the complete project structure (also including all sub-projects). For further information see chapter 4.2 Projects. | + | * **Set project status (also {{:en:handbuch:kapitel_2:project_status_button.png|}}-Button):** When using this action the project status can be modified. According to the current status of the project, various attributes are available (project passive, open offer, advance performance, project active, project completed, ... ). Status changes affect the complete project structure (also including all sub-projects). For further information see chapter 4.2 Projects. |
* **Create project-based occupations:** When using this action, price tables (see also pricing and project-based occupations) can be defined project-related. | * **Create project-based occupations:** When using this action, price tables (see also pricing and project-based occupations) can be defined project-related. | ||
* **Show project-based occupations:** When using this action all product-related occupations of this project as aolee as all sub-projects are shown. | * **Show project-based occupations:** When using this action all product-related occupations of this project as aolee as all sub-projects are shown. |