Projects

1. New project
1. Project details
2. Schedule
3. Resources
4. Client
5. Documents
2. Summary
3. Resources

This is a tool for monitoring all of your projects and the progress of those projects. The central features are Schedule, Resources, Processes, Price list and Hours reporting.

New project

1. Click "Create a new project" to open a project editor.
   Note: You should be a project manager.

Project details

1. Fill in the basic information "Title" , "Code" and "Description".
   Note: The "Title" is shown in the reports.
2. The type of pricing can be described in the top level of the project by filling in these fields.

• No price
  Note: A reclamation, research and development,...

• Fixed price for task
  Note: The system calculates an average hourly price.

• Task's hourly price

• Resources hourly price

• Task's daily price
  Note: 0-4h = ½ days, 4-8h = 1day, 8-12h = 1½ days

1. Planned hours is an estimated amount of hours to complete a project.
   Note: Planed vs. reported hours are shown in the hours reporting.

Schedule

1. Schedule affects the projects in the front page
   Note: Only the projects that are active this week will be shown in the "week view".
2. You can define a start date and an end date to a project.
   Note: The dates are selected from a pop up calendar which closes when you click outside of the calender
3. Must/can - start/end are voluntary fields
   Note: Affects the Gantt alerts

Resources

1. Resources are bound to a projects from the organization.
2. Choose a project manager and resources. The project manager should also be in the resources.
   Note: You can choose more than one resource by pressing CTRL.
3. Resources inherit to the sub projects
   Note: You can remove resources from the sub projects.

Client

1. If you want to attach a client to a project, the system will fetch the needed information from the contact register.
2. You can search for client companies by clicking "Click here to choose a client"

Documents

1. Documents that need to be shared with resources can be attached to a project.
   Note: Drawings, memos, presentations,...
2. To attach a document please create (Save) a Process/Project/Task first and select it again from the list.
3. Click "Attach a document" to attach a document to the project.
4. Shared documents can be opened from "My summary".
   Note: Documents can also be found in the "Documents" component. The folder structure should be build so that the documents are sorted in a logical order (Sales, projects, R and D).

Summary

1. An easy way to monitor your projects, it shows a variety of useful information.

   • code

   • Timeframe

   • Customer

   • Manager

   • Hrs

   • Cost

   • Price

   • Avg price

2. The list can be sorted by "start date" or by "creation date".

Resources

1. Resources for different projects

   • Projects are shown under a resource

   • Resources can be opened and closed by clicking +/-

   • Time scale can be used