Project team plan cofin/en/ - Revision history

Writer: /* Project communication */

2018-11-21T14:37:46Z

Project communication

2018-11-21T14:36:30Z

Project hourly rate

2018-11-21T14:36:11Z

Project hourly rate

2018-11-21T14:32:53Z

How can I allow 4PM access for team member

2018-11-21T14:31:35Z

Project team

2018-11-21T14:30:27Z

Project annual workload plan for individual team members

2018-11-21T14:29:23Z

Project hourly fee

2018-11-21T13:13:25Z

Adding new team member/participant

2018-11-21T13:11:55Z

Adding new organization or project partner to the project

2018-11-21T13:11:34Z

Adding new organization or project partner to the project

@@ Line 85: / Line 85: @@
 ==Project communication==
 PM supports quick communication channels for team communication. All team members have displayed their contacts (e-mails and phones).
-PM supports quick e-mailings from the system. To send team members or a group of team members an e-mail click the icon mail to open default e-mail application: 4PM collects all e-mail addresses and in subject field fills in the name of the project.
+PM supports quick e-mailings from the system.
 [[file:4.1.3.posliPosto.jpg|500px |thumb]]

@@ Line 72: / Line 72: @@
 #*'''black digits''': hourly rate valid in period (set at participant in the tab RESOURCES / PERSONNEL /HOURLY RATES);
 #*'''green arrow''' - reset;
-#Hourly rates based on locations:
+#Hourly rates based on locations (if enabled):
 #* '''default''': all work reported on default location,
 #* '''external''': all work reported on any external location

@@ Line 63: / Line 63: @@
 == Project hourly rate==
-If you want to change the hourly rate'''only for the this project''' follow these steps:
+If you want to change the hourly rate '''only for the this project''' follow these steps:
 [[File:Project_ratees.JPG|450px|thumb]]
-# click to the box with the hourly rate of the participant,
+# click icon [[File:Ikona_urna_postavka.JPG]] at the participant,
 # if necessary change the hourly rate:
-#* '''blue digits''': hourly rate valid for the project;
+#* '''blue digits''': hourly rate valid for the project only;
-#*'''black digits''': hourly rate valid in period (set at participant);
+#*'''black digits''': hourly rate valid in period (set at participant in the tab RESOURCES / PERSONNEL /HOURLY RATES);
 #*'''green arrow''' - reset;
 #Hourly rates based on locations:

@@ Line 60: / Line 60: @@
 ===How can I allow 4PM access for team member ===
 [[File:Ikona_dostop_access.jpg ]] a team member does not have active 4PM access.
-To set up 4PM access for a team member click icon and follow steps [[Access_list/en/]]
+To set up 4PM access for a team member click icon [[File:Ikona_dostop_access.jpg ]] and follow steps [[Access_list/en/ |Access]] to create user access.
 == Project hourly rate==

← Older revision		Revision as of 14:31, 21 November 2018
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−	~~====~~Good to know~~====~~	+	'''Good to know'''
	''Project can have more organizations with the same role (i.e. subcontractors).''		''Project can have more organizations with the same role (i.e. subcontractors).''

@@ Line 96: / Line 96: @@
 [[File:Team_workload_plan.JPG |500px|thumb]]
-Average annual project workload can be changed:
+'''Important''':
 * '''normal''' - average annual project workload (from planned tasks, phases)
 * '''bold''' - '''annual workload plan''' limit for team member for work reporting in set year.

@@ Line 24: / Line 24: @@
 [[File:Project_team_organization_en.JPG|450px]]
-==Adding new team member/participant==
+==Adding new team member/participant, changes in the project team==
-# click button '''EDIT TEAM''' to ADD persons to existing organization.
+# click button '''EDIT TEAM''' below organization to ADD / REMOVE persons to existing organization.
 # select person by clicking the name or + icon,
 #* if a person is not entered in 4PM use button '''add new team member''' and fill in the form,
 #* if you wish to select members of working group select it above the list,
-# set '''project role'''. The role of the project manager can be assigned only to one participant.
+# set or change '''project role'''. The role of the project manager can be assigned only to one participant.
 # '''confirm''' the entry.

@@ Line 14: / Line 14: @@
 # from a list select '''organization's project role''' (click the name of the organization or green plus icon)
 # save.
 [[File:Add_new_organization.JPG |450 px ]]
@@ Line 19: / Line 23: @@
 [[File:Project_team_organization_en.JPG|450px]]
 ==Adding new team member/participant==

@@ Line 9: / Line 9: @@
 '''New organization''' can be added following steps:
 # click '''ADD/REMOVE ORGANIZATION''' to open form.
-# select '''organization''' (use search)
+# select '''organization'''
-# from a list select '''organization's project role''',
+#*use search to find organization from the list
 # save.