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

2. CRM:

• 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

11. Portals:

• Portals
• Creating Portals (Quiery)
• Creating Portals (Evaluation)
• Creating Portals (Funktionality)
• Manage Templates