previous Home next

3.11.05 Occupation Administration

The occupations in Projectile are the basis for staff planning, internal accounting and billing. As a basis for determining the internal costs and billable services are the charging rates which are assigned to these occupations. This definition applies to the entire installation.

For project-related differences in pricing and costing, these billing rates can be modified for each project.

Required fields: Occupation, Description (when using the skill-matrix chart)

Characteristics:

The cost rates for billing of services are used only for projects where there is no customer rates, project rates or employee rates have been defined (see also document types customer and project).

The internal cost rates will only be used if no entry for the internal charge rate for the employee (or the 2.01.25 employment contract) is stored.

The production costs can be used with certain accounting of the company; in the standard version of these rates are not used in cost accounting.

Data Management

If an existing occupation is to be extended or modified, the relevant documents can be searched in the search engine ...

... and displays the appropriate search results.

After activating the link, the selected document is opened and the changes or modifications can be made. In the following example, the occupation “Programming - DB” is divided into three sub-occupations. First, “New Document” in the element sub-occupation is activated.

The system creates a new document of the type “occupation” and pre-populates the document with the cost rates automatically.

Then, the remaining entries are defined and the the document is saved.

Further sub-occupations can be copied, modified and saved using “Create new document from this template” ...

In the example, the occupations Programming - Oracle and ...

... Beratung - Finanzen erzeugt. Die Untertätigkeiten werden dann automatisch in die Obertätigkeit übertragen.

Definition von neuen Tätigkeiten

Um eine neue Tätigkeit zu definieren, wird die Funktionalität “Neues Dokument” mit dem Dokumenttyp “Tätigkeit” verwendet.

Nach Betätigung der Aktion wird ein neues Dokument erzeugt.

Wenn alle Informationen eingegeben sind, wird das Dokument mit gespeichert.

Im Beispiel ist eine neue Tätigkeit “Konstruktion” angelegt worden.

Diese Tätigkeit kann jetzt analog zum oben beschriebenen Vorgehen in Untertätigkeiten unterteilt werden.

...Fortsetzung