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en:handbuch:kapitel_4:4.04.2_projektdefinition_mit_hilfe_von_schablonen [2009/10/16 09:29] 192.168.0.76 |
en:handbuch:kapitel_4:4.04.2_projektdefinition_mit_hilfe_von_schablonen [2019/10/25 14:11] (current) |
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| - | [[5.04.1_manuelle_projektdefinition_mit_hilfe_der_projektplanung|{{|previous}}]] [[en:handbuch:handbuch|{{|Home}}]] [[5.04.3_projekte_importieren|{{|next}}]] | + | [[4.04.1_manuelle_projektdefinition_mit_hilfe_der_projektplanung|{{|previous}}]] [[en:handbuch:handbuch|{{|Home}}]] [[4.04.3_projekte_importieren|{{|next}}]] |
| - | ====== 5.04.2 Creating a Project using Templates ====== | + | ====== 4.04.02 Creating a Project using Templates ====== |
| Project templates can be used in recreating a complete project structure from | Project templates can be used in recreating a complete project structure from | ||
| - | [[handbuch:kapitel_2:2.02.02_projekt|Projects]], [[handbuch:kapitel_2:2.02.05_meilenstein|Milestones]], [[handbuch:kapitel_2:2.02.04_arbeitspaket|Jobs]], [[handbuch:kapitel_2:2.02.07_anordnungsbeziehung|order relationships]] and [[handbuch:kapitel_2:2.02.09_budget|Budgets]]. A project template is defined in a text file with a *.projectTemplate extension, which is in the config directory in Projectile. | + | [[en:handbuch:kapitel_2:2.02.02_projekt|Projects]], [[handbuch:kapitel_2:2.02.05_meilenstein|Milestones]], [[handbuch:kapitel_2:2.02.04_arbeitspaket|Jobs]], [[handbuch:kapitel_2:2.02.07_anordnungsbeziehung|order relationships]] and [[handbuch:kapitel_2:2.02.09_budget|Budgets]]. A project template is defined in a text file with a *.projectTemplate extension, which is in the config directory in Projectile. |
| ===== Creating a Template ===== | ===== Creating a Template ===== | ||
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| After confirming the input, the template is created and stored on the web server. The template is then available for further use (creating a new project with similar structure). | After confirming the input, the template is created and stored on the web server. The template is then available for further use (creating a new project with similar structure). | ||
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| ===== Creating a New Project using a Template ===== | ===== Creating a New Project using a Template ===== | ||
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| The option "with capacity and pre-selection" displays all employees for all jobs in the next dialogue step, who have the appropriate skills and preselects the employee with the least utilised capacity in the planned time span. | The option "with capacity and pre-selection" displays all employees for all jobs in the next dialogue step, who have the appropriate skills and preselects the employee with the least utilised capacity in the planned time span. | ||
| - | The option "with capacity" displays all employees with the appropriate skill and their utilised capacity int the given time span. | + | The option "with capacity" displays all employees with the appropriate skill and their utilised capacity into the given time span. |
| The option "without capacity" only considers the skill management and ignores the utilisation capacity. | The option "without capacity" only considers the skill management and ignores the utilisation capacity. | ||
| The last option "all employees" ignores the utilisation capacity and the skill management. | The last option "all employees" ignores the utilisation capacity and the skill management. | ||
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| In the last step, the project planning is completed. All jobs of the project structure with the planned times, the appropriate skills, the assigned sub-project (stored in the template) and the time span is displayed. In the following example the option "with capacity" is applied. | In the last step, the project planning is completed. All jobs of the project structure with the planned times, the appropriate skills, the assigned sub-project (stored in the template) and the time span is displayed. In the following example the option "with capacity" is applied. | ||
| - | project_template11 | + | {{:en:handbuch:kapitel_5:project_template15.jpg|}} |
| - | + | In the dialogue all employees for each job, who are qualified for the task (using the skill management) and the appropriate percentage of the utilisation capacity is displayed. Example: The employee Jane Conner can be planned for the task "Customizing" at 100% (value in the parenthesis) and has a capacity utilisation of approx. 12,5% and 12,5% in the time span of 16.10.2009 to 30.11.2009. | |
| - | + | ||
| - | In the dialogue all employees for each job, who are qualified for the task (using the skill management) and the appropriate percentage of the utilisation capacity is displayed. Example !!!!!!!! Der Mitarbeiter Peter Schaub kann für die Aufgabe Projektleitung zu 100% verplant werden (Wert in der Klammer) und ist derzeit für den geplanten Abarbeitungszeitraum zwischen dem 02.01.2007 und dem 19.02.2007 vermutlich zwischen 12,50% und 15,69% ausgelastet. | + | |
| {{:en:handbuch:kapitel_5:project_template12.jpg|}} | {{:en:handbuch:kapitel_5:project_template12.jpg|}} | ||
| - | Explanation of the select box: | + | Explanation of the select box: Employee: The capacity utilisation of all projects | capacity utilisation considering the project probability of the planned project (maximum capacity of the employee). |
| - | Erläuterung der Auswahlbox: Mitarbeiter: Auslastung über alle Projekte | Auslastung unter Berücksichtigung der Projektwahrscheinlichkeit geplanter Projekte (Maximale Kapazität des Mitarbeiters). | + | |
| After the employee is selected, the entry must be confirmed (if javascript is not enabled) by clicking on the green check mark. This mechanism can be applied repeatedly: | After the employee is selected, the entry must be confirmed (if javascript is not enabled) by clicking on the green check mark. This mechanism can be applied repeatedly: | ||
| - | {{:handbuch:kapitel_5:2009-07-03_121231.jpg|}} | + | {{:en:handbuch:kapitel_5:project_template16.jpg|}} |
| This way, for each job, between 0 and n employees can be planned (possibly jobs cannot be applied to the template; a warning is displayed and the job is then not generated). | This way, for each job, between 0 and n employees can be planned (possibly jobs cannot be applied to the template; a warning is displayed and the job is then not generated). | ||
| Line 86: | Line 81: | ||
| After clicking on the "Create project" button ... | After clicking on the "Create project" button ... | ||
| - | {{:handbuch:kapitel_5:2009-07-03_121503.jpg|}} | + | {{:en:handbuch:kapitel_5:project_template17.jpg|}} |
| ... the complete project structure is created. Using action "01 - Project shaping and evaluating" the structure can be displayed and modified. | ... the complete project structure is created. Using action "01 - Project shaping and evaluating" the structure can be displayed and modified. | ||
| - | {{:handbuch:kapitel_5:2009-07-03_121541.jpg|}} | + | {{:en:handbuch:kapitel_5:project_template18.jpg|}} |
| - | {{:handbuch:kapitel_5:2009-07-03_142815.jpg|}} | + | {{:en:handbuch:kapitel_5:project_template19.jpg|}} |
| - | In the example !!!!!!!!!!!!!!!!! | + | In the example, a parent project and a sub project, various jobs and milestones, as well as order relationships between the tasks have been created. Using the function "Expand Tree", the complete structure can be displaye: |
| - | Im Beispiel ist ein Oberprojekt mit drei Unterprojekten, mehreren Arbeitspaketen und Meilensteinen, sowie Ablaufbeziehungen zwischen den Aufgaben angelegt worden. Mit Hilfe der Funktion "Baum ausklappen" kann die gesamte Struktur eingesehen werden: | + | |
| - | {{:handbuch:kapitel_5:2009-07-03_142906.jpg|}} | + | {{:en:handbuch:kapitel_5:project_template20.jpg|}} |
| Afterwards, the structure can be modified and calculations can be performed. | Afterwards, the structure can be modified and calculations can be performed. | ||
| - | |||
en/handbuch/kapitel_4/4.04.2_projektdefinition_mit_hilfe_von_schablonen.1255678188.txt.gz · Last modified: 2019/10/25 14:09 (external edit)
