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====== 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 [[en:handbuch:kapitel_a:glossar_#pricing]]  and [[en:handbuch:kapitel_a:_glossar_#costing]], these billing rates can be modified for each project.

{{:en:handbuch:kapitel_3:occup_admin1.jpg|}}


**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 [[en:handbuch:kapitel_2:2.01.13_basic_-_kontakt | customer]] and [[en:handbuch:kapitel_2:2.02.02_projekt | project]]).
    * The internal cost rates will only be used if no entry for the internal charge rate for the employee (or the [[en:handbuch:kapitel_2: 2.01.25_basic_ - _mitarbeitervertrag | 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 [[en:handbuch:kapitel_4:4.02_suchen_und_finden | search engine]] ...

{{:en:handbuch:kapitel_3:occup_admin2.jpg|}}

... and displays the appropriate search results.

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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.

{{:en:handbuch:kapitel_3:occup_admin4.jpg|}}

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

{{:en:handbuch:kapitel_3:occup_admin5.jpg|}}

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" ...

{{:en:handbuch:kapitel_3:occup_admin6.jpg|}}

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

{{:en:handbuch:kapitel_3:occup_admin7.jpg|}}

... Programming - MS SQL are generated. The sub-occupations are then automatically transfered to the parent occupation.

{{:en:handbuch:kapitel_3:occup_admin8.jpg|}}

===== Defining New Occupations =====

To define a new occupation, the functionality "Create" with the document type "occupation" is used.

{{:en:handbuch:kapitel_3:occup_admin9.jpg|}}

After clicking the create, a new document is generated.

{{:en:handbuch:kapitel_3:occup_admin10.jpg|}}

After all the information is entered, the document is then saved using {{:en:handbuch:kapitel_3:save_icon.jpg|}}

{{:en:handbuch:kapitel_3:occup_admin11.jpg|}}

In the example, a new occupation "Construction" has been created.

{{:en:handbuch:kapitel_3:occup_admin12.jpg|}}

This occupation can bedivided into sub-occupations as described above.

{{:en:handbuch:kapitel_3:occup_admin13.jpg|}}

[[3.11.05 Verwaltung von Tätigkeiten (Kundenweise Tätigkeiten)|...continued 1]]