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3 Working with Projectile - Basic Functions

This section deals with the general operation and basic functionality of Projectile using practical examples.

1. User Interface:

User Interface, Login, Change Password, Logout

Create, Edit and Delete Files

Transfer Record to the Dock Bar

Search and Find Data

Main Menu, Hit List and Work Area

2. CRM:

Contacts, Divide Contacts

Contact Person and Create Actions

Manage Sales Funnels

3. HR:

Activities

Employees. Employee Contract and Time Bookings

Units

External & Abstract Employees

4. Project Planning:

Project Plant from Sales Funnel and Project Application

Manual Project Creation and Definition

Project Structuring, Process and Schedule Planning, Resource Planning

5. Calculation, Offers, Orders and Project Release:

Calculation and Offer Management

Order Management

Project Release

6. Templates, Construction Kit:

Project Templates

Project Construction Kit

7. Time Tracking, Reporting:

Time Tracking (TimeTracker)

Request and Record Absences

Report of Work Packages, Free Work Packages, Period-End Closing

Billable Expenses, Remaining Expenses and Percentage of Completion

Risks, Status Report and Change Request

8. Cost Tracking, Billing and Project Completion:

Order and Incoming Invoice

Travel, Drives, Receipts, Article Sales

Contract and Outgoing Invoice

Project Completion

9. Standard Reports:

Simple Standard Reports

Universal Standard Reports

10. Report Generator:

Report Generator

Query Manager

Structure and Syntax of the Queries

Structure of the Query Manager

Creating Queries

Set Rights

Combination of Queries

Report Designer

Tabular Reports

Set Rights

Periodic Reports, Key Figures

Dashboard Builder

Exports with an Excel Template

Run Queries in the Background

11. Portals:

Portals

Creating Portals (Quiery)

Creating Portals (Evaluation)

Creating Portals (Funktionality)

Manage Templates

12. Tickets & Kanban:

Tickets (Change Requests)

Editing Tickets

Ticket Overview

Kanban Boards

Configuration of the Kanban Boards

Working with Kanban Boards

Project Kanbans

13. Purchasing & Procurement:

Article and Product Group

Parts Lists

Articles and Parts Lists in the Budget

Ordering Articles/Parts Lists

Stock Management

Recording of Quantities, Invoicing