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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. {{ :en:gui5:handbuch:kapitel_3:manual-01.pdf |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. {{ :en:gui5:handbuch:kapitel_3:manual-02-crm.pdf |CRM:}}
  * Contacts, Divide Contacts
  * Contact Person and Create Actions
  * Manage Sales Funnels

3. {{ :en:gui5:handbuch:kapitel_3:manual-03-hr.pdf |HR:}}
  * Activities
  * Employees. Employee Contract and Time Bookings
  * Units
  * External & Abstract Employees

4. {{ :en:gui5:handbuch:kapitel_3:manual-04-pm.pdf |Project Planning:}}
  * Project Plant from Sales Funnel and Project Application
  * Manual Project Creation and Definition
  * Project Structuring, Process and Schedule Planning, Resource Planning

5. {{ :en:gui5:handbuch:kapitel_3:manual-05-order.pdf |Calculation, Offers, Orders
and Project Release:}}
  * Calculation and Offer Management
  * Order Management
  * Project Release

6. {{ :en:gui5:handbuch:kapitel_3:manual-06-templates.pdf |Templates, Construction Kit:}}
  * Project Templates
  * Project Construction Kit

7. {{ :en:gui5:handbuch:kapitel_3:manual_07-enter.pdf |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. {{ :en:gui5:handbuch:kapitel_3:manual-08-faktura.pdf |Cost Tracking, Billing and Project Completion:}}   
  * Order and Incoming Invoice
  * Travel, Drives, Receipts, Article Sales
  * Contract and Outgoing Invoice
  * Project Completion

9. {{ :en:gui5:handbuch:kapitel_3:manual-09-evaluation.pdf |Standard Reports:}}
  * Simple Standard Reports
  * Universal Standard Reports

10. {{ :en:gui5:handbuch:kapitel_3:manual-10-report_generator.pdf |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. {{ :en:gui5:handbuch:kapitel_3:manual-11-portals.pdf |Portals:}}
  * Portals
  * Creating Portals (Quiery)
  * Creating Portals (Evaluation)
  * Creating Portals (Funktionality)
  * Manage Templates

12. {{ :en:gui5:handbuch:kapitel_3:tickets_and_kanban.pdf |Tickets & Kanban:}}
  * Tickets (Change Requests)
  * Editing Tickets
  * Ticket Overview
  * Kanban Boards
        * Configuration of the Kanban Boards
        * Working with Kanban Boards
        * Project Kanbans