Project com/en/ - Revision history

Writer: /* Project plan & scoreboards */

2013-07-03T08:39:44Z

Project plan & scoreboards

2013-07-03T08:37:21Z

Project plan & scoreboards

2013-06-27T08:36:17Z

Copy project

2013-06-27T08:35:45Z

Temporal completion

2013-06-27T08:23:08Z

Copy project

2013-06-27T08:08:57Z

Copy project

2013-06-27T08:05:23Z

Copy project

2013-06-27T07:50:04Z

Changes history

2013-06-27T07:49:38Z

Changes history

2013-06-27T07:45:36Z

Changes history

← Older revision		Revision as of 08:39, 3 July 2013
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	Display of additional fields in the scorecard should be activated in the general application settings.		Display of additional fields in the scorecard should be activated in the general application settings.
		+
	[[Image:4.1.2.IzkaznicaSemaforji.jpg\|400px\|4.1.2.IzkaznicaSemaforji.jpg]]		[[Image:4.1.2.IzkaznicaSemaforji.jpg\|400px\|4.1.2.IzkaznicaSemaforji.jpg]]

@@ Line 38: / Line 38: @@
 == Project plan & scoreboards  ==
-Display of additional fields in the scorecard should be activated in the general application settings. [[Image:4.1.2.IzkaznicaSemaforji.jpg|400px|4.1.2.IzkaznicaSemaforji.jpg]]
+Display of additional fields in the scorecard should be activated in the general application settings.
 *''Planned hours'': manually enter the card (do not take into account the number of hours allocated to individual tasks).

@@ Line 72: / Line 72: @@
 Project templates can be used for rapid entry of projects to 4PM. When copying template just select a '''new start date''' for the project. Application moves all planned project activities according to a new start date.
 Once the copy is completed, the resources get allocated new tasks, milestones. The application does not send e-mail notifications.
 == Close project ==

@@ Line 44: / Line 44: @@
 *''Duration'': automatic calculation of the number of quarters of the project: ((date-end date) / 91.25).
-== Temporal completion  ==
+* '''COMPLETION PLAN BY TIME-SHEET''': the current date-start date / project duration - automatic calculation. Closed projects have a plan of realization of 100%.
-* COMPLETION PLAN BY TIME-SHEET: the current date-start date / project duration - automatic calculation.
+% COMPLETION OF PLANNED HOURS: hours reported / hours allocated
+* '''SUBJECTIVE ASSESSMENT - SCHEDULED REALIZATION''': difference between plan and actual progress.
-Past projects have a plan of realization of 100%.
+*'''PROJECT PROGRESS DELAY IN DAYS'''
 == Changes history ==

← Older revision		Revision as of 08:23, 27 June 2013
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	Project templates can be used for rapid entry of projects to 4PM. When copying template just select a '''new start date''' for the project. Application moves all planned project activities according to a new start date.		Project templates can be used for rapid entry of projects to 4PM. When copying template just select a '''new start date''' for the project. Application moves all planned project activities according to a new start date.
	Once the copy is completed, the resources get allocated new tasks, milestones. The application does not send e-mail notifications.		Once the copy is completed, the resources get allocated new tasks, milestones. The application does not send e-mail notifications.
		+
		+
		+	== Close project ==
		+
		+	Once a project has ended, it needs to be closed in 4PM and put in to archive of all closed projects.
		+	# close all tasks, meetings, milestones
		+	# close all incomes (enter inflows)
		+
		+	In project scorecard click '''CLOSE PROJECT''' to open a form:
		+	# select project status of closed project
		+	# enter actual project end date
		+	# select one or more reasons for closure.
		+
		+	Once the project is closed, you cannot edit it. Project and project team can be '''evaluated'''.

← Older revision		Revision as of 08:08, 27 June 2013
Line 73:		Line 73:
	* PORTAL STRUCTURE -		* PORTAL STRUCTURE -
	* START DATE - the new start date. All project activities are moved according to new start date.		* START DATE - the new start date. All project activities are moved according to new start date.
		+
		+	'''Good to know'''
		+	Project templates can be used for rapid entry of projects to 4PM. When copying template just select a '''new start date''' for the project. Application moves all planned project activities according to a new start date.
		+	Once the copy is completed, the resources get allocated new tasks, milestones. The application does not send e-mail notifications.

← Older revision		Revision as of 08:05, 27 June 2013
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	== Copy project ==		== Copy project ==
		+	To copy an existing project click '''COPY PROJECT''' to open a '''copy form'''. Select the categories you wish to copy:
		+	* GENERAL - all data in scorecard. New project will have new name labelled with: (copy). A project copy can be renamed.
		+	* RESOURCES - all project team
		+	* TASKS & MILESTONES - all project task, phases and milestones. No resources will be allocated
		+	* ASSIGNMENTS - all project task, phases and milestones. All resources will be copied
		+	* PORTAL STRUCTURE -
		+	* START DATE - the new start date. All project activities are moved according to new start date.

← Older revision		Revision as of 07:50, 27 June 2013
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	*'''Resources''': all changes in project team: new persons, new organizations, changes of project roles and project organizational structure.		*'''Resources''': all changes in project team: new persons, new organizations, changes of project roles and project organizational structure.
	*'''Financial plan''': changes of total sum of project finance plan.		*'''Financial plan''': changes of total sum of project finance plan.
		+
		+	== Copy project ==

@@ Line 59: / Line 59: @@
 PM keeps automatic track of all project changes.
+*'''Scorecard''': all editable fields. To open changes history click '''shpow details'' and find icon [[Image:4.1.2.ikonaEvidenca.jpg]]: a list of all changes: date, user and change description (old > new)
 [[Image:4.1.2.IzkaznicaSpremeba.jpg|400px|4.1.2.IzkaznicaSpremeba.jpg]]
-*'''Udeleženci projekta''': sledi vsem spremembam v projektni ekipi: dodajanje novih oseb, organizacij, spremembe projektnih vlog.
+*'''Resources''': all changes in project team: new persons, new organizations, changes of project roles and project organizational structure.
-*'''Finančni plan''': sledi spremembam skupne vrednosti planiranih stroškov.
+*'''Financial plan''': changes of total sum of project finance plan.

← Older revision		Revision as of 07:45, 27 June 2013
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	== Changes history ==		== Changes history ==
−	[[Image:4.1.2.~~IzkaznicaEvidencaSprememb~~.jpg\|~~300px~~\|4.1.2.~~IzkaznicaEvidencaSprememb~~.jpg]]	+	4PM keeps automatic track of all project changes.
		+
		+
		+	*Scorecard: all editable fields
		+	To open changes history click '''shpow details'' and find icon [[Image:4.1.2.ikonaEvidenca.jpg]]:
		+	** a list of all changes: date, user and change description (old > new)
		+
		+
		+	[[Image:4.1.2.IzkaznicaSpremeba.jpg\|400px\|4.1.2.IzkaznicaSpremeba.jpg]]
		+
		+	*'''Udeleženci projekta''': sledi vsem spremembam v projektni ekipi: dodajanje novih oseb, organizacij, spremembe projektnih vlog.
		+	*'''Finančni plan''': sledi spremembam skupne vrednosti planiranih stroškov.