Activities/en/ - Revision history

Writer: /* How is list of activites done? */

2013-07-15T14:01:30Z

How is list of activites done?

Writer at 14:03, 23 April 2013

2013-04-23T14:03:35Z

Writer: /* Support for ISO Standards */

2013-04-23T14:00:48Z

Support for ISO Standards

Writer: /* Seznam aktivnosti za podporo ISO standardom */

2013-04-23T14:00:01Z

Seznam aktivnosti za podporo ISO standardom

Writer: /* Editing of list of activities */

2013-04-23T13:54:36Z

Editing of list of activities

Writer: /* Editing of list of activities */

2013-04-23T13:54:12Z

Editing of list of activities

Writer at 14:36, 19 April 2013

2013-04-19T14:36:14Z

Writer at 14:34, 19 April 2013

2013-04-19T14:34:47Z

Writer: Created page with "= List of activities =
The list of activities is a list of the most common business processes within the organization that are necessary for the implementation of various p..."

2013-04-19T14:29:09Z

Created page with "= List of activities = The list of activities is a list of the most common business processes within the organization that are necessary for the implementation of various p..."

New page

= List of activities =

 The list of activities is a list of the most common business processes within the organization that are necessary for the implementation of various projects or tasks. The use of activities simplifies defining the tasks - a general activity is selected from a list of activity and manual description of tasks is not necessary. Unified use of activities allows the analysis, standardization and optimization of work processes. List of activities is often used as support tool for implementation of ISO standards. 

 The list of activities is essential for the planning of tasks and milestones on projects. When an individual reports on work performed, he or she chooses from the list of activities. 
<pre>Attention: You will need your own list of activities. If you would like to prepare it, we suggest to use your list of typical project activities, list of ISO processes, description of work positions...
</pre>
[[Image:2.2.2.delovnaSkupina.jpg]]

 

== How is list of activites done? ==

A list of activities can be optionally branched. '''Level one '''is added by clicking the link “add to the first level”. A form is displayed and you enter: 

*'''Name '''– name of the general activity
*'''Description '''is not an obligatory field, but you can briefly describe the activitiy.
*'''Type''': when defining the type of a project, you choose whether the activity entered is a project or non-project work. HINT: if activity is defined as a project work, it will be displayed only when allocating tasks for a project. If the activity is marked as “non-project work”, you cannot link it to the project.
*'''Project types''': with each project activity you can mark which project type you want to have this activity offered as a task. You can mark more project types.

== Absences ==

=== Module Holidays (on) ===

Various holiday types must be set in advance. Each employe has preset number of available hours for holidays for each year. 

*regular holiday (paid): use of regular holiday is subtacted from available number of holidays (holiday from previous year and current year) 
*extra holiday (paid): use of regular holiday does not affect available number of holidays 
*sabbatical (paid): available number of sabbatical holidays is set individually.
*extra unpaid holiday: no avaliable hours (for reporting purpose only)
*collective: planning and reporting holidays on organization's level.

=== Cofinanced absences ===

Only for co-financed project reporting. Co-financed absences are not eligible cost (i.e. child care in Slovenia)

== Activity duration ==

Splošnim projektnim aktivnostim lahko v seznamu določimo predvideno trajanje v mesecih, dnevih, delovnih dnevih in urah. Ko na projektu načrtujemo nalogo z izbrano aktivnostjo, aplikacija predlaga predviden datum zaključka, ki je izračunan glede na nastavitve trajanja posamezne aktivnosti. Izbiramo lahko naslednja obdobja:

*meseci,
*dnevi (navadni dnevi ali delovni dnevi – ne upošteva praznikov, vikendov, v delovnem koledarju),
*ure,

[[Image:2.2.2.dolocanjTrajanjaAktivnosti.jpg|400px|2.2.2.dolocanjTrajanjaAktivnosti.jpg]]

Pri urejanju / dodajanju nalog, aplikacija predlaga predvideno trajanje naloge, glede na vnaprej določene parametre. Če ti niso določeni, ali jih želite spremeniti samo za trenutno nalogo, poljubno izpolnite polja '''TRAJANJE AKTIVNOSTI'''. Lahko uporabite tudi poljuben pričakovani datum zaključka.

 [[Image:2.2.2.dolocanjTrajanjaAktivnosti2.jpg|400px|2.2.2.dolocanjTrajanjaAktivnosti2.jpg]]

== Urejanje seznama aktivnosti ==

 Seznam aktivnosti urejamo na seznamu s kliki na ikone ob nazivih. S '''puščico''' premikamo aktivnosti po seznamu gor ali dol, vedno pa glede na nivo, v katerem se aktivnost nahaja. Puščica pri nadrejenem nivoju premakne vse podrejene zapise.

Podrejen nivo na aktivnost dodamo s klikom na '''dodaj''' (drevesna struktura). Posamezno aktivnost brišemo, če nima določene podrejene aktivnosti oz. če aktivnost še ni bila določena pri nalogi na projektu.

Ko posamezni aktivnosti dodajamo podrejene nivoje, 4PM samodejno prenese lastnosti nadrejenega nivoja (tip, vrste projektov…), ki jih poljubno spreminjamo.

 

== Seznam aktivnosti za podporo ISO standardom ==

Seznamu aktivnosti lahko dodajate opise in navodila za izvajanje različnih poslovnih procesov, ki se lahko razlikujejo med različnimi skupinami projektov (stroškovnimi mesti, programi projektov). S klikom na ikono [[Image:2.2.2.IkonaIso.jpg]] odprete polje za vnos opisa oz. navodila:

*Najprej izberete za katero skupino projektov (stroškovno mesto, program) se opis nanaša. Izberete lahko eno ali več skupin
*V polje vpišete navodila, glede na izbrane skupine.
*Po potrebi lahko pripnete še povezavo do dokumenta.
*Ko zaključite, zapis shranite.
*Zapis se izpiše v tabeli pod obrazcem.

 [[Image:2.2.2.IsoDokumentacija.jpg|500px|2.2.2.IsoDokumentacija.jpg]]

S ponovitvami ustvarjate različne opise in navodila, ki se nanašajo na različne skupine projektov. Opise in navodila pregledujete s klikom na ikono [[Image:2.2.2.ikonaLupa.jpg]], če želite opis urediti, kliknete na ikono [[Image:2.2.2.ikonaSvincnik.jpg]], če ga želite brisati pa ikono [[Image:2.2.2.ikonaZapri.jpg]].

@@ Line 1: / Line 1: @@
 = List of activities  =
-<br>The list of activities is a list of the most common business processes within the organization that are necessary for the implementation of various projects or tasks. The use of activities simplifies defining the tasks - a general activity is selected from a list of activity and manual description of tasks is not necessary. Unified use of activities allows the analysis, standardization and optimization of work processes. List of activities is often used as support tool for implementation of ISO&nbsp;standards.<br>
+The list of activities is '''a list of the most common business processes '''within the organization that are necessary for the implementation of various projects or tasks. The use of activities simplifies defining the tasks - a general activity is selected from a list of activity and manual description of tasks is not necessary. Unified use of activities allows the analysis, standardization and optimization of work processes. List of activities is often used as support tool for implementation of ISO&nbsp;standards.<br>
 <br>The list of activities is essential for the planning of tasks and milestones on projects. When an individual reports on work performed, he or she chooses from the list of activities.<br>
 <pre>Attention: You will need your own list of activities. If you would like to prepare it, we suggest to use your list of typical project activities, list of ISO processes, description of work positions...
 </pre>
 [[Image:2.2.2.delovnaSkupina.jpg]]
 <br>
@@ Line 12: / Line 12: @@
 == How is list of activites done?  ==
-A list of activities can be optionally branched. '''Level one '''is added by clicking the link “<u>add to the first level</u>”. A form is displayed and you enter:<br>
+A list of activities can be optionally structured. '''Level one '''is added by clicking the link “<u>add to the first level</u>”. A form is displayed and you enter:<br>
 *'''Name '''– name of the general activity
 *'''Description '''is not an obligatory field, but you can briefly describe the activitiy.
 *'''Type''': when defining the type of a project, you choose whether the activity entered is a project or non-project work. HINT: if activity is defined as a project work, it will be displayed only when allocating tasks for a project. If the activity is marked as “non-project work”, you cannot link it to the project.
 *'''Project types''': with each project activity you can mark which project type you want to have this activity offered as a task. You can mark more project types.
+<br>
 == Absences  ==
-=== Module Holidays (on)<br> ===
+=== Module Holidays (on)<br>  ===
 Various holiday types must be set in advance. Each employe has preset number of available hours for holidays for each year.<br>
-*regular holiday (paid): use of regular holiday is subtacted from available number of holidays (holiday from previous year and current year)<br>
+Only for co-financed project reporting. Co-financed absences are not eligible cost (i.e. child care in Slovenia)
 == Activity duration  ==
 General project activites can have preset duration in '''month''', '''days''', '''working days''', and '''hours'''. When you use activitiy on a project task, 4PM suggests task end date (based on start date and activity duration).
-Duration can be set in :
+Duration can be set in&nbsp;:
 *months,
@@ Line 53: / Line 51: @@
 [[Image:2.2.2.dolocanjTrajanjaAktivnosti.jpg|400px|2.2.2.dolocanjTrajanjaAktivnosti.jpg]]
 When you add new task or edit old one, 4PM calculates the duration. If activitiy does not have preset duration, you can use the module freely.<br>
 <br> [[Image:2.2.2.dolocanjTrajanjaAktivnosti2.jpg|400px|2.2.2.dolocanjTrajanjaAktivnosti2.jpg]]
 == Editing of list of activities  ==
-List of activities can be edited. To rename the activity click on the name of the activity to open pop-up form. Activities can be moved up or down by '''arrows''', always within its level.
+List of activities can be edited. To rename the activity click on the name of the activity to open pop-up form. Activities can be moved up or down by '''arrows''', always within its level. New subordinated activity can be added by clicking the icon '''add'''.
 Activity can be deleted if it has not been used.
 When you add subordinated activities, application copies properties (project or non project work, project type) of parent activity.
 == Support for ISO Standards  ==

@@ Line 69: / Line 69: @@
 List of activities you can be added descriptions and instructions for the implementation of various business processes, which can vary between different groups of projects (cost centres, programs, projects). Click the icon [[Image:2.2.2.IkonaIso.jpg]] to open form for description:
-A new entry is added in the list below. You can repeat this action for each group.
+*choose project group (cost centre, program)
 <br> [[Image:2.2.2.IsoDokumentacija.jpg|500px|2.2.2.IsoDokumentacija.jpg]]
-Description and instruction are available by clicking[[Image:2.2.2.ikonaLupa.jpg]].
+'''Description '''and instruction are available by clicking[[Image:2.2.2.ikonaLupa.jpg]], '''editing '''[[Image:2.2.2.ikonaSvincnik.jpg]], and '''deleting '''[[Image:2.2.2.ikonaZapri.jpg]].<br>

@@ Line 66: / Line 66: @@
 When you add subordinated activities, application copies properties (project or non project work, project type) of parent activity.
-== Seznam aktivnosti za podporo ISO standardom  ==
+== Support for ISO Standards  ==
-Seznamu aktivnosti lahko dodajate opise in navodila za izvajanje različnih poslovnih procesov, ki se lahko razlikujejo med različnimi skupinami projektov (stroškovnimi mesti, programi projektov). S klikom na ikono [[Image:2.2.2.IkonaIso.jpg]] odprete polje za vnos opisa oz. navodila:
+List of activities you can be added descriptions and instructions for the implementation of various business processes, which can vary between different groups of projects (cost centres, programs, projects). Click the icon [[Image:2.2.2.IkonaIso.jpg]] to open form for description:
-*Najprej izberete za katero skupino projektov (stroškovno mesto, program) se opis nanaša. Izberete lahko eno ali več skupin
+A new entry is added in the list below. You can repeat this action for each group.
 <br> [[Image:2.2.2.IsoDokumentacija.jpg|500px|2.2.2.IsoDokumentacija.jpg]]
-S ponovitvami ustvarjate različne opise in navodila, ki se nanašajo na različne skupine projektov. Opise in navodila pregledujete s klikom na ikono [[Image:2.2.2.ikonaLupa.jpg]], če želite opis urediti, kliknete na ikono [[Image:2.2.2.ikonaSvincnik.jpg]], če ga želite brisati pa ikono [[Image:2.2.2.ikonaZapri.jpg]].<br>
+Description and instruction are available by clicking[[Image:2.2.2.ikonaLupa.jpg]].

@@ Line 61: / Line 61: @@
 List of activities can be edited. To rename the activity click on the name of the activity to open pop-up form. Activities can be moved up or down by '''arrows''', always within its level.
 New subordinated activity can be added by clicking the icon '''add'''.
 Activity can be deleted if it has not been used.
-When you add subordinated activities, application copies properties (projec or non project work, project type) of parent activity.
 == Seznam aktivnosti za podporo ISO standardom  ==

@@ Line 59: / Line 59: @@
 == Editing of list of activities  ==
-<br>Seznam aktivnosti urejamo na seznamu s kliki na ikone ob nazivih. S '''puščico''' premikamo aktivnosti po seznamu gor ali dol, vedno pa glede na nivo, v katerem se aktivnost nahaja. Puščica pri nadrejenem nivoju premakne vse podrejene zapise.
+List of activities can be edited. To rename the activity click on the name of the activity to open pop-up form. Activities can be moved up or down by '''arrows''', always within its level.
+New subordinated activity can be added by clicking the icon '''add'''.
-Podrejen nivo na aktivnost dodamo s klikom na '''dodaj''' (drevesna struktura). Posamezno aktivnost brišemo, če nima določene podrejene aktivnosti oz. če aktivnost še ni bila določena pri nalogi na projektu.
+Activity can be deleted if it has not been used.
+When you add subordinated activities, application copies properties (projec or non project work, project type) of parent activity.
 == Seznam aktivnosti za podporo ISO standardom  ==

@@ Line 43: / Line 43: @@
 == Activity duration  ==
-Splošnim projektnim aktivnostim lahko v seznamu določimo predvideno trajanje v mesecih, dnevih, delovnih dnevih in urah. Ko na projektu načrtujemo nalogo z izbrano aktivnostjo, aplikacija predlaga predviden datum zaključka, ki je izračunan glede na nastavitve trajanja posamezne aktivnosti. Izbiramo lahko naslednja obdobja:
+*months,
+*days (regular day or working days – without holidays, weekends that are set in working calendar),
-*meseci,
+*hours,
 [[Image:2.2.2.dolocanjTrajanjaAktivnosti.jpg|400px|2.2.2.dolocanjTrajanjaAktivnosti.jpg]]
-Pri urejanju / dodajanju nalog, aplikacija predlaga predvideno trajanje naloge, glede na vnaprej določene parametre. Če ti niso določeni, ali jih želite spremeniti samo za trenutno nalogo, poljubno izpolnite polja '''TRAJANJE AKTIVNOSTI'''. Lahko uporabite tudi poljuben pričakovani datum zaključka.
+When you add new task or edit old one, 4PM calculates the duration. If activitiy does not have preset duration, you can use the module freely.<br>
 <br> [[Image:2.2.2.dolocanjTrajanjaAktivnosti2.jpg|400px|2.2.2.dolocanjTrajanjaAktivnosti2.jpg]]
 == Urejanje seznama aktivnosti  ==

Activities/en/ - Revision history

Writer: /* How is list of activites done? */

Writer at 14:03, 23 April 2013

Writer: /* Support for ISO Standards */

Writer: /* Seznam aktivnosti za podporo ISO standardom */

Writer: /* Editing of list of activities */

Writer: /* Editing of list of activities */

Writer at 14:36, 19 April 2013

Writer at 14:34, 19 April 2013

Writer: Created page with "= List of activities = The list of activities is a list of the most common business processes within the organization that are necessary for the implementation of various p..."

Writer: Created page with "= List of activities =
The list of activities is a list of the most common business processes within the organization that are necessary for the implementation of various p..."