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en:handbuch:kapitel_2:2.02.05_meilenstein [2009/09/18 11:37] 192.168.0.54 |
en:handbuch:kapitel_2:2.02.05_meilenstein [2019/10/25 14:11] (current) |
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[[2.02.04_arbeitspaket|{{|previous}}]] [[en:handbuch:handbuch|{{|Home}}]] [[2.02.06_trendtermin|{{|next}}]] | [[2.02.04_arbeitspaket|{{|previous}}]] [[en:handbuch:handbuch|{{|Home}}]] [[2.02.06_trendtermin|{{|next}}]] | ||
- | ====== 2.02.05 Milestones ====== | + | ====== 2.02.04 Milestones ====== |
- | The milestone form administers the milestones of the project. Milestones define fixed dates to which associated project results must be available in the agreed quality. All relevant information regarding the assignment of a project are defined here (milestone date, responsible employees and creation date). The milestones are visualised in the Gantt chart and are the fundement of the milestone trend analysis. | + | The **Milestone** form administers the milestones of the project. Milestones define fixed dates to which associated project results must be available in the agreed quality. All relevant information regarding the assignment of a project are defined here (milestone date, responsible employees and creation date). The milestones are visualised in the Gantt chart and are the fundement of the milestone trend analysis. |
- | **Tip:** For more on this subject see chapter [[4.2.05 Administer Milestones and Order Relationship]][[4.2.05 Meilensteine und Anordnungsbeziehungen verwalten]]. | + | {{:en:handbuch:kapitel_2:milestone1.png|}} |
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- | {{:handbuch:kapitel_2:meilenstein.gif?direct}} | + | |
The form consists of the following elements: | The form consists of the following elements: | ||
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* **Employee:** The field employee defines the employee who is responsible for reaching/accomplishing the milestone. The employees are administerd in the employee form. | * **Employee:** The field employee defines the employee who is responsible for reaching/accomplishing the milestone. The employees are administerd in the employee form. | ||
* **Creation Date:** The field creation date specifies the date the milestone has been created. This date is automatically occupied with the current date. | * **Creation Date:** The field creation date specifies the date the milestone has been created. This date is automatically occupied with the current date. | ||
- | * **Completed, Advance Payment(Percent) and Amount (Part of the invoice module Fakturamodul):** These three fields relate to the invoicing after milestones. If a milestone is closed through the marked check box, the system produces an invoice for payment on account/partial payment or the amount (see also Contract and Invoice). | + | * **Completed, Advance Payment(Percent) and Amount (Part of the billing module):** These three fields relate to the invoicing after milestones. If a milestone is closed through the marked check box, the system produces an invoice for payment on account/partial payment or the amount (see also Contract and Invoice). |
* **Comments:** This field is designated for comments concerning milestones. | * **Comments:** This field is designated for comments concerning milestones. | ||
* **Trend Date/Deadlines :** This field is used for creating trend dates/deadlines for the milestones. | * **Trend Date/Deadlines :** This field is used for creating trend dates/deadlines for the milestones. | ||
- | On the "Misc" tab (not illustrated): | + | {{:en:handbuch:kapitel_2:milestone2.png|}} |
+ | |||
+ | On the "Billing" tab: | ||
- | * **Milestones, MS Project ID, Sorting:** In the field milestones the system assigns a milestone a unique number. This field is also the internal key of the milestone. The fields MS Project, ID and Sorting are assistant fileds for the MS Project interface. | + | * **Percent:** In this field the percentage of the complete billed invoice is displayed. |
- | * **Locked:** With this check box it can be determined if the milestone is locked. 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 Project Plan Calculation - Appointment Planning). (siehe auch Abschnitt 4-2-1-5 Berechnung der Projektpläne - Terminplanung). | + | * **Invoice Amount:** The invoice amount is displayed in this field. |
+ | * **Invoice:** Here the appropriate invoice can be accessed through a link. |