2.05.09 Project Chart

The Project Chart processes the project-related charts. Included are project overview, project structure plan, target/actual comparisons for projects and jobs, Milestone-Trend-Analysis (MTA Chart), visualizing the grade of completion, time sheets and skill matrix.

Tip: For more on this subject see chapter 4.12.1 Applying Charts and 4.5.08 Project Chart.

The form consists of the following elements:

• Name: In this field the name of the chart is defined, if this should be saved (for example, for time sevices or for administrating the chart results).
• Description: In this field the description of the chart is defined, if this should be saved.
• Chart: The project chart contains the following charts:

• Project Overview
• Project Structure plan
• Project Chart Target/Actual and Job Chart Target/Actual
• Milestone-Trend-Analysis (MTA Chart)
• Completion Chart
• Time Sheet
• Skill Matrix

• Search: It is possible to search for data for the chart with this selection box. This search entry must relate to the supported catagories.
• Search machine: Search Word and Category: This element is used to filter the selected data from the categories. Only the document types job, contact, employee, project, and unit is available for selection. How to operate the search machine is described in chapter 3.2.2.3 and can be performed, if necessary, a multiple amount of times.
• Input Data: Under this field, the selected selection criteria for the chart are listed. This input data can derive from the „professional search“(Profisuche), the standard search machine or the personal clipboard.

• Chart Period: This drop-down box refers to the chart's time span (elements start and end) and allows a parameterised definition of the time span for the time services. This selection (current week, current month, …, next week, last week, …) can be also used to simplify the manual definition of start and end.
• Start and End: In this field a time interval can be entered as selection criteria to limit the given period for the chart.

• Cost Center: Cost centers can be selected as selection criteria with this selection list. These cost centers refer to the cost center of the project and limits the selection of the given employee (only projects are displayed, which are assigned to this/these cost center(s)).
• Project Catagory: Project categories can be selected as selection criteria with this selection list. These categories refer to the catagory of the project and limit the selection of the project (only projects are displayed, which are assigned to this/these project category/categories).
• Status: Status (passive, active, advance service, …) can be selected as selection criteria with this drop-down box. This status refers to the entries of the project and limit the selection of the project (only projects are displayed, which have the selected status).
• Priority: Priority can be selected as selection criteria with this drop-down box. These values refer to the priority of the project(also when in the jobs differing priorities are assigned) and limit the selection of the project.
• External Order/Project: This selection refers to the external attribute of the project and limits the selection of the project (only external projects are displayed).
• Show Documents Without Tracked Time: Using this option, rows are also displayed with target/performance comparisons where the actual time/effort = 0:

• Width: The width in pixel (px) is determined for the graphical chart in this field.
• Line Height: The size of the font in points (pt) is determined for the graphical chart in this field.
• With Image: In addition to the lists, also graphics for various charts can be generated with this selection.
• Display: The generated chart can be generated in various formats with this selection. HTML (standard setting), CSV, XLS (MS Excel), PDF, RTF (text processing) are supported.
• Chart Type: A chart type can be selected for the generated chart with this selection. Projectile offers various types of bar charts (2D, 3D, vertical, horizontal, …), column charts, line charts, area charts as well as pie charts an bubble charts.

The results of the already processed chart are found in this tab.