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en:handbuch:kapitel_4:4.04.2_projektdefinition_mit_hilfe_von_schablonen [2009/10/16 10:11] admin |
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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{{:en:handbuch:kapitel_5:project_template15.jpg|}} | {{: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 !!!!!!!! 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. | + | 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. |
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- | {{:en:handbuch:kapitel_5:project_template2.gif|}} | + | |
- | project_template12 | + | |
+ | {{: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). | ||
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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. | ||
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