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en:handbuch:kapitel_2:2.02.04_arbeitspaket
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en:handbuch:kapitel_2:2.02.04_arbeitspaket [2010/09/02 14:21] 192.168.0.2 |
en:handbuch:kapitel_2:2.02.04_arbeitspaket [2019/10/25 14:11] (current) |
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| 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 job using either priority or due date (planned end) using online time tracking. | 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 job using either priority or due date (planned end) using online time tracking. | ||
| - | {{:en:handbuch:kapitel_2:job.gif?direct}} | + | {{:en:handbuch:kapitel_2:job1.png|}} |
| The form consists of the following elements: | The form consists of the following elements: | ||
| - | On the "Master Data" tab: | + | On the "Master data" tab: |
| * **Number:** This alphanumerical fields is the number of the defined job and is generally derived from the corresponding project number. | * **Number:** This alphanumerical fields is the number of the defined job and is generally derived from the corresponding project number. | ||
| * **Description:** This field specifies the job description. | * **Description:** This field specifies the job description. | ||
| * **External Order:** This field specifies if the job is external (billable). If the toggle box is activated the selected job is an external task, otherwise it is an internal task. With external projects this box is pre-selected for all jobs. Example: An external sub-project development includes a job "test", which should not be billed to the customer. The external toggle box should then not be set in the job. | * **External Order:** This field specifies if the job is external (billable). If the toggle box is activated the selected job is an external task, otherwise it is an internal task. With external projects this box is pre-selected for all jobs. Example: An external sub-project development includes a job "test", which should not be billed to the customer. The external toggle box should then not be set in the job. | ||
| - | * **Project:** This field defines the project to which the defined job belongs. A job can be assigned to a main project as well as a sub-project. The projects can be defined and modified in the document type Project. **Note:** It is not mandatory to assign a job to a project; jobs without a project will only be considered by employee-based analyses and not in the project analysis. | + | * **Project:** This field defines the project to which the defined job belongs. A job can be assigned to a main project as well as a sub-project. The projects can be defined and modified in the document type Project. |
| * **Process:** The field process is automatically pre-selected by the system. | * **Process:** The field process is automatically pre-selected by the system. | ||
| * **Employee:** This field defines the user of the job. The employees can be defined and modified in the document type Employee. With this assignment, performance recording for each employee, only the jobs are displayed for which the employee is responsible and not yet completed. | * **Employee:** This field defines the user of the job. The employees can be defined and modified in the document type Employee. With this assignment, performance recording for each employee, only the jobs are displayed for which the employee is responsible and not yet completed. | ||
| Line 22: | Line 22: | ||
| * **External Hourly Rate (fixed and variable):** These fields specify the general hourly rate (fixed or variable) for the billing of the defined project. If this field is populated (and the corresponding field in the job is not), all work services will be charged with this rate and the system does not consider the rates from the customer form, employee form or occupations form (see also pricing). The variable rate is then more significant than the fixed hourly rate. | * **External Hourly Rate (fixed and variable):** These fields specify the general hourly rate (fixed or variable) for the billing of the defined project. If this field is populated (and the corresponding field in the job is not), all work services will be charged with this rate and the system does not consider the rates from the customer form, employee form or occupations form (see also pricing). The variable rate is then more significant than the fixed hourly rate. | ||
| * **Priority:** This field specifies the priority of the selected job. The greater the priority is, the higher the job is displayed (if the display should be effected by the criteria Priority) | * **Priority:** This field specifies the priority of the selected job. The greater the priority is, the higher the job is displayed (if the display should be effected by the criteria Priority) | ||
| - | * **Actual End:** This field specifies the completion date of the job. The job must be closed from the user or project leader after the tasks have been completely worked through. A job must be either closed in the document itself or from the time tracking component. | + | * **Actual End:** This field specifies the completion date of the job. The job must be closed from the user or project leader after the tasks have been completely worked through. A job must be either closed in the document itself or from the time tracking component. |
| - | + | ||
| - | {{:en:handbuch:kapitel_2:job2.gif?direct}} | + | **Note:** It is not mandatory to assign a job to a project; jobs without a project will only be considered by employee-based analyses and not in the project analysis. |
| + | {{:en:handbuch:kapitel_2:job2.png|}} | ||
| On the "Status" tab: | On the "Status" tab: | ||
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| * **Degree of Completion:** This field specifies the degree of completion or the job. | * **Degree of Completion:** This field specifies the degree of completion or the job. | ||
| - | {{:en:handbuch:kapitel_2:job3.gif?direct}} | + | {{:en:handbuch:kapitel_2:job3.png|}} |
| On the "To-Do" tab: | On the "To-Do" tab: | ||
| Line 43: | Line 44: | ||
| * This tab contains the to-do's of the job and the status of the to-do's. | * This tab contains the to-do's of the job and the status of the to-do's. | ||
| - | {{:en:handbuch:kapitel_2:job4.gif?direct}} | + | {{:en:handbuch:kapitel_2:job4.png|}} |
| On the "Misc" tab: | On the "Misc" tab: | ||
en/handbuch/kapitel_2/2.02.04_arbeitspaket.1283430082.txt.gz · Last modified: 2019/10/25 14:09 (external edit)
