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

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

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