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The Job form administers the individual jobs in the projects. The jobs are the lowest level in the project structure plan and assign an occupation (task/process) to exactly one employee, who is responsible in the scope of the project. A job can be assigned to a sub-project as well as a parent or main project. This form diplays the time span, the planned time/effort and the billed time of the jobs, as well as the actual end. It is also possible to sort the job using either priority or due date (planned end) using online time tracking.
The form consists of the following elements:
On the “Master data” tab:
On the “Status” tab:
* Target Time/Effort: This field is determined from the system within the planning frame and defines the probable project duration in hours and/or days. During the planning period this value is updated (analog to the planned time/effort) and after the planning is completed (status transfered to „advance performance“ or „active“) this value will not be changed.
* Planned Time/Effort: In this field the estimated net time/effort of the job is defined. The cumulative plan values of all work projects of a project are the basis for calculation and controlling (plan/target comparison).
* Actual Time: The contents of this field displays how many hours have been posted for these jobs in the time tracking component, so far.
* Rest Time/Effort: This field displays the latest defined remaining time in hours from the tracking and recording component TimeTracker. The value from the jobs are transfered cumulatively into the projects.
* Billable Time/Effort: This value displays the billable time/effort of the job. This value can be entered in the tracking and recording component or in the dialog „Billable Time“.
* Billed Time/Effort: In this field the amount of hours which have already been posted in the invoice related to the project are displayed. This field is automatically defined when the invoice is processed.
* Degree of Completion: This field specifies the degree of completion or the job.
On the “To-Do” tab:
* This tab contains the to-do's of the job and the status of the to-do's.
On the “Misc” tab:
* Job not Overbookable: If this field is set, data entry through the planned time/effort in the time tracker is prohibited.
* Sum of the Job in not Overbookable: This toggle box controls the characteristics of the job of the process. If the box is marked, data can only be entered in TimeTracker with the jobs, if the planned time/effort is not exceeded.
* Time Tracking only after Plan Begin: This toggle box controls the characteristics of the jobs of the project. If the box is marked, data can only be entered in TimeTracker with the jobs, if the planned begin is achieved.
* Time Tracking only before Plan End: This toggle box controls the characteristics of the jobs of the project. If the box is marked, data can only be entered in TimeTracker with the jobs, if the planned end is not achieved.
* Fixed: With this check box it can be determined if the time/effort of the jobs is fixed. This functionality is needed for top down planning or when locking projects in the project planning. This functionality is used in the forward and backward calculation, in order to protect this element from being shifted (see also chapter 4-2-1-5 Berechnung der Projektpläne - Terminplanung|).
* Free: This element specifies the job as a free task. If this box is marked, principally every employee can use this job through the tracking and recording element (TimeTracker).
* Autom. Entry Approval: If this check box is deactivated, data entry in an active job can be suppressed. This check box is predominantly used with large-scale projects, in order to not release to many jobs to individual employees.
* Favorite: This check box is needed for the favorites administration in TimeTracker.
* Components, Change Requests(optional): When using the module “product documentation”, references to the product structure and the change requests can be stored here.
* Comments: This field is designated for comments concerning the job.
The document type contains the following actions:
* Suggestion Scheme: With this action a suggestion list editing the defined job can be created. From occupations and the time span, the system determines all employees, who according to their skills can be qualified for these tasks and displays their capacities in the respective time span.
* Show Hourly Rates: With this action, internal and external billing rates can be displayed and seen where these are stored.
* Edit Processes:** With this action a dialog for editing the process is opened. The, among others, basic values of the process can be edited, various employees assigned to the job and the utilization of the employee can be displayed.