Project new part/en/ - Revision history

Writer: /* Project scorecard cofinanced projects */

2018-11-21T09:11:17Z

Project scorecard cofinanced projects

Writer: /* Project scorecard partner projects */

2018-11-21T09:10:26Z

Project scorecard partner projects

Writer: /* Project scorecard cofinanced projects */

2015-12-24T08:24:48Z

Project scorecard cofinanced projects

Writer: /* New PARTNER project */

2015-12-24T08:24:37Z

New PARTNER project

Writer: /* New project */

2014-01-28T15:19:44Z

New project

Writer: Created page with "= New project = New projects are entered in tab '''PROJECTS / NEW PROJECT''': # select '''project type''' - selection is set in the licence. Project type cannot be changed latte..."

2013-08-26T08:09:31Z

Created page with "= New project = New projects are entered in tab '''PROJECTS / NEW PROJECT''': # select '''project type''' - selection is set in the licence. Project type cannot be changed latte..."

New page

= New project =

New projects are entered in tab '''PROJECTS / NEW PROJECT''':
# select '''project type''' - selection is set in the licence. Project type cannot be changed latter.
# form with fields for basic data in the scorecard is opened
# fill in required fields (obligatory fields are marked with *).
## project name
## project group
## main project participants: project manager, client and main contact person
## start date

'''All fields can be modified latter.'''

==Before entering new project to 4PM==
# '''gather general project data:'''
#* project name
#* project duration: estimated start and end date
#* project goals
# '''project team: '''
#* project organizational structure (project roles) and project team
#* external co-workers (suppliers, subcontractors, partners, ...)
#* client (organization's management for internal projects, customers)
# project budget
# activities for achieving the goals

== New project by copying existing ==
Existing projects (i.e. project templates) can be copied:
# go to PROJECT TEMPLATE scorecard
# click button '''COPY''' to open COPY FORM:
# select what you wish to copy:
## general data (project scorecard - name, project duration...)
## project team
## project structure with tasks, milestones
## project structure with assignments (dates, planned hours, assignees)
## project cost plan (budget)
## project portal structure.

If you enter '''NEW START DATE''', all planned project activities (tasks, milestones...) will move according to new start date.

@@ Line 1: / Line 1: @@
-= Project scorecard cofinanced projects =
+= New project scorecard: partner projects =
 [[File:NEw_project_entry.JPG|500px|right]]
 [[File:Izkaznica_all_EN.JPG |500px|right]]

@@ Line 1: / Line 1: @@
-= Project scorecard partner projects =
+= Project scorecard cofinanced projects =
-[[File:Izkaznica_all_EN.JPG |500px|right ]]
+[[File:NEw_project_entry.JPG|500px|right]]
 ''Management of large (international) project consortia for EU co-funded projects in the programme Horizon 2020 or similar.
@@ Line 40: / Line 41: @@
 Set main project participants of project team:
-- Contractor / lead beneficiary
+* Contractor / lead beneficiary
-- project manager
+* project manager
-- Client
+* Client
-- main contact person
+* main contact person
 If an organization or contact is not yet entered in 4PM, use button '''ADD'''.
-== Project plan ==
+== Project basic plan ==
 *''Planned effort'': estimation of work.
@@ Line 53: / Line 54: @@
 * ''''SUBJECTIVE ESTIMATION OF ACCOMPLISHMENT OF THE PROJECT''': manual entry by project manager (and record of changes).
-% COMPLETION OF PLANNED HOURS: hours reported / hours allocated
+* % COMPLETION OF PLANNED HOURS: hours reported / hours allocated
 * '''SUBJECTIVE ASSESSMENT - SCHEDULED REALIZATION''': difference between plan and actual progress.
 == Copy project ==

← Older revision		Revision as of 08:24, 24 December 2015
Line 1:		Line 1:
−	= Project scorecard ~~cofinanced~~ projects =	+	= Project scorecard partner projects =
	[[File:Izkaznica_all_EN.JPG \|500px\|right ]]		[[File:Izkaznica_all_EN.JPG \|500px\|right ]]

@@ Line 1: / Line 1: @@
-= New PARTNER project =
+= Project scorecard cofinanced projects =
-''Management of large (international) project consortia for EU co-funded projects.
+''Management of large (international) project consortia for EU co-funded projects in the programme Horizon 2020 or similar.
-* 4PM project access can be enabled for project partners. Project partners can have various levels of user/project access rights. Lead partner (beneficiary) has full project management rights and overview, partners have management control and overview over their part of the project.
+* '''Project partners''' can also access project in 4PM. Project partners can have various levels of user/project access rights.
 * management of project team and access rights - each partner can manage it's project team
 * project activity plan, implementation, and reporting (hours, effort, comments)
-* financial planning and assembling costs:
+* financial planning (budget) and costs:
 ** by partners
 ** by periods
 ** by actual and eligible costs, cost areas
 ** various levels of co-funding
-* reporting (export functionality)''
+* reporting (export functionality).''
-New projects are entered in tab '''PROJECTS / NEW PROJECT''':
+*''project name''* - descriptive name of the project.
-# select '''project type''' - selection is set in the licence. Project type cannot be changed latter.
+*''project group''* also used to put projects to programme, department, division.... Important for eventual integration 4PM-ERP system.
-# form with fields for basic data in the scorecard is opened
+*''priority ''- drop-down list: 4 levels. Recommended internal rules.
-# fill in required fields (obligatory fields are marked with *).
+*''project size ''- drop-down list: 4 levels. Recommended internal rules.
-## project name
+*''project status ''- drop-down list to label and group project through life cycle.
-## project group
+*''description ''- main project goals, text field
-## main project participants: project manager, client and main contact person
+obligatory fields (*)
-'''All fields can be modified latter.'''
+click '''show details''' to show additional fields:
-==Before entering new project to 4PM==
+[[File:IzkaznicaFP7_EN.JPG|400px | right]]
-== New project by copying existing ==
+* '''history of changes''' is hidden in detailed overview, under the icon "hour".
-Existing projects (i.e. project templates) can be copied:
+PROJECT OPENED BY
-If you enter '''NEW START DATE''', all planned project activities (tasks, milestones...) will move according to new start date.
+== Main project participants  ==

← Older revision		Revision as of 15:19, 28 January 2014
Line 1:		Line 1:
−	= New project =	+	= New PARTNER project =
		+
		+	''Management of large (international) project consortia for EU co-funded projects.
		+	* 4PM project access can be enabled for project partners. Project partners can have various levels of user/project access rights. Lead partner (beneficiary) has full project management rights and overview, partners have management control and overview over their part of the project.
		+	* management of project team and access rights - each partner can manage it's project team
		+	* project activity plan, implementation, and reporting (hours, effort, comments)
		+	* financial planning and assembling costs:
		+	** by partners
		+	** by periods
		+	** by actual and eligible costs, cost areas
		+	** various levels of co-funding
		+	* reporting (export functionality)''
		+

	New projects are entered in tab '''PROJECTS / NEW PROJECT''':		New projects are entered in tab '''PROJECTS / NEW PROJECT''':