en:gui5:handbuch:kapitel_3:3_arbeiten_mit_projectile_-_basisfunktionalitaeten
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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.
- 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
- 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
- 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
- Simple Standard Reports
- Universal Standard Reports
- 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
en/gui5/handbuch/kapitel_3/3_arbeiten_mit_projectile_-_basisfunktionalitaeten.1656677998.txt.gz · Last modified: by alexandra
