Project team plan com/en/ - Revision history

Writer: /* Project resources */

2015-12-24T10:35:46Z

Project resources

Writer: /* Add new organization */

2014-01-20T14:50:53Z

Add new organization

Writer: /* Project communication */

2014-01-20T14:50:32Z

Project communication

Writer: /* Project hourly fee */

2014-01-20T14:49:44Z

Project hourly fee

Writer: /* Project hourly fee */

2014-01-20T14:49:18Z

Project hourly fee

Writer: /* Project hourly fee */

2014-01-20T14:49:02Z

Project hourly fee

Writer: /* Project hourly fee */

2014-01-20T14:47:58Z

Project hourly fee

Writer: /* Project hourly fee */

2014-01-20T14:46:48Z

Project hourly fee

Writer: /* Project resources */

2014-01-20T14:44:39Z

Project resources

Writer: /* How to change the project client? */

2014-01-20T14:44:28Z

How to change the project client?

@@ Line 1: / Line 1: @@
-=Project resources=
+=Project team=
-Project organizational structure is set by the selection of
+A clear organizational structure is set by the selection of persons and roles in the project team: Who is responsible for what.
-* project team members and determining their
+With the change of project roles, we can change the level of access rights to variosu parts of the project (eg, finance, activities, documents ...).
-'''Good to know'''
+[[File:Project_team_en.JPG|400px|right]]
-==1. step: ADD new ORGANIZATION==
+== Add new organization to project==
-# click '''ADD/REMOVE ORGANIZATION''' to open a list of organizations.
+'''New organization''' can be added following steps:
-[[File:EN_team_organization.JPG |400px]]
+# click '''ADD/REMOVE ORGANIZATION''' to open form.
-# list of organizations has 2 parts
+# select '''organization''' (use search)
-#* first part: a list of all organizations in 4PM.
+# from a list select '''organization's project role''',
-#**Use search option to find organization [[File:2.2.2.ikonaLupa.jpg]]
+# save.
-#** click '''ADD''' to  new organization to 4PM or edit existing data [[File:2.1.2.2_Nastavitve_svincnik.jpg]]
-#* second part: a list of organizations on the project with it's project role.
+====Good to know====
-#* Click [[file:IkonaBrisi.JPG]] to delete organization.
+''Project can have more organizations with the same role (i.e. subcontractors).''
-# select '''project role of organization'''
-==2. step: ADD TEAM MEMBER - Management of project team==
+[[File:Project_team_person_en.JPG |400px|right]]
 ==Project roles==
-Project organization structure defines the level of project data access
+''Project organization structure defines the level of project data access. 4PM enables this with the use of user groups, project roles and project groups.
-# user groups - general access to the 4PM (all but projects)
+'''Advanced access rights''' - each project role can have predefined level of access rights to project data.
-# project roles - access rights to projects
+If a project role has no access predefined, no project data can be accessed but allocated tasks to the user.
-# project groups - access rights to projects for non-team members.
+'''Simple access''' rights have only two levels of project access: project manager or project team member and all projects (management and administration).''
-*'''Advanced access rights''' - each project role has predefined level of access rights to project data. If a project role has no access predefined, no project data can be accessed but allocated tasks to the user. <br>[[file:4.1.3.spremembaUdelezencaNaOragnizaciji.jpg|400px|]]
+===How can I change project manager? ===
 # Click '''CHANGE OF PROJECT MANAGER''' to open form.
 # select new project role for current project manager
@@ Line 47: / Line 39: @@
 # save.
-===How to track changes of project team===
+=== How can I change the project client? ===
 All changes are available here, under the icon [[file:2.2.2.ikonaLupa.jpg‎ ]].
 == Project hourly fee==
-If you want to change the hourly fee '''only for the current project''' follow these steps:
+[[file:4.1.3.dodajaUrnePostavke.jpg|300px]]
+# click to the box with the hourly fee of the participant,
 # if necessary change the hourly fee:
 #* '''blue digits''': hourly fee valid for the project;
-#* '''black digits''': hourly fee valid in period (set at participant);
+#*'''black digits''': hourly fee valid in period (set at participant);
-#* '''green arrow''' - reset;
+#*'''green arrow''' - reset;
 #Hourly fees based on locations:
-#*'''default''': all work reported on default location,
+#* '''default''': all work reported on default location,
-#*'''external''': all work reported on any external location
+#* '''external''': all work reported on any external location
 # confirm the entry.
 The project hourly fee that is defined only for the chosen project is valid for the whole duration of the project. A participant on the project can only have one project hourly fee. If you change the fee throughout the course of the project, then a recalculation of the costs of project hours is made for all performed work entries with the new hourly fee.
 If the nature of the organisation role is such that the participant can work for you, the participant needs to have a defined hourly fee for the type of project that is being entered. In case the participant already has a defined hourly fee for this type of a project, the fee is displayed in the lower table. General hourly fees can be entered and changed in the sidebar “participants/persons” and the sidebar “hourly fee”.
@@ Line 72: / Line 76: @@
 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 [[file:4.1.3.posliPosto.jpg|600px]] to open default e-mail application: 4PM collects all e-mail addresses and in subject field fills in the name of the project.

← Older revision		Revision as of 14:50, 20 January 2014
Line 68:		Line 68:

	If the nature of the organisation role is such that the participant can work for you, the participant needs to have a defined hourly fee for the type of project that is being entered. In case the participant already has a defined hourly fee for this type of a project, the fee is displayed in the lower table. General hourly fees can be entered and changed in the sidebar “participants/persons” and the sidebar “hourly fee”.		If the nature of the organisation role is such that the participant can work for you, the participant needs to have a defined hourly fee for the type of project that is being entered. In case the participant already has a defined hourly fee for this type of a project, the fee is displayed in the lower table. General hourly fees can be entered and changed in the sidebar “participants/persons” and the sidebar “hourly fee”.
−
−	~~==Add new organization==~~
−	~~'''New organization''' can be added following steps:~~
−	~~# click '''ADD''' to open form.~~
−	~~# from a list select '''organization's project role''',~~
−	~~# select '''organization'''~~
−	~~# add contacts: person or groups and set their project role.~~
−	~~# save.~~
−
−	~~To '''edit''' existing organization (add new persons), click the icon '''EDIT''' [[file:4.1.3.ikonaUrediUdelezenci.jpg‎]] at organization.~~
−
−	~~====Good to know====~~
−	~~''Project can have more organizations with the same role (i.e. subcontractors).''~~

	==Project communication==		==Project communication==

← Older revision		Revision as of 14:50, 20 January 2014
Line 87:		Line 87:

	4PM supports quick e-mailings from the system. To send team members or a group of team members an e-mail click the icon [[file:IkonaPismo.JPG]] to open default e-mail application: 4PM collects all e-mail addresses and in subject field fills in the name of the project.		4PM supports quick e-mailings from the system. To send team members or a group of team members an e-mail click the icon [[file:IkonaPismo.JPG]] to open default e-mail application: 4PM collects all e-mail addresses and in subject field fills in the name of the project.
		+
		+	[[File:EN_team_communication.JPG\| 400px]]

← Older revision		Revision as of 14:49, 20 January 2014
Line 66:		Line 66:

	The project hourly fee that is defined only for the chosen project is valid for the whole duration of the project. A participant on the project can only have one project hourly fee. If you change the fee throughout the course of the project, then a recalculation of the costs of project hours is made for all performed work entries with the new hourly fee.		The project hourly fee that is defined only for the chosen project is valid for the whole duration of the project. A participant on the project can only have one project hourly fee. If you change the fee throughout the course of the project, then a recalculation of the costs of project hours is made for all performed work entries with the new hourly fee.
−
−	When you have a list of project participants, you have the possibility of quick communication among the project team. If you want to email to whole project team, click the mail icon “email to the team”. If you want to email only one group of participants (i.e. contractors) click the icon at individual group of participants.

	If the nature of the organisation role is such that the participant can work for you, the participant needs to have a defined hourly fee for the type of project that is being entered. In case the participant already has a defined hourly fee for this type of a project, the fee is displayed in the lower table. General hourly fees can be entered and changed in the sidebar “participants/persons” and the sidebar “hourly fee”.		If the nature of the organisation role is such that the participant can work for you, the participant needs to have a defined hourly fee for the type of project that is being entered. In case the participant already has a defined hourly fee for this type of a project, the fee is displayed in the lower table. General hourly fees can be entered and changed in the sidebar “participants/persons” and the sidebar “hourly fee”.

@@ Line 60: / Line 60: @@
 #* '''black digits''': hourly fee valid in period (set at participant);
 #* '''green arrow''' - reset;
-#Hourly fees based on locations: - '''default''': all work reported on default location, - '''external''': all work reported on any external location
+#Hourly fees based on locations:
 # confirm the entry.

@@ Line 56: / Line 56: @@
 [[File:EN_team_hourly.JPG|300px]]
 # click [[File:IkonaUrnapostavka.JPG]]- hourly fee of the participant,
-# if necessary change the hourly fee: - '''blue digits''': hourly fee valid for the project; -'''black digits''': hourly fee valid in period (set at participant); - '''green arrow''' - reset;
+# if necessary change the hourly fee:
 #Hourly fees based on locations: - '''default''': all work reported on default location, - '''external''': all work reported on any external location
 # confirm the entry.

@@ Line 3: / Line 3: @@
 * project team members and determining their
 * project role in the team: Who is responsible for what.
-With the change of project roles, we can change the level of access rights to various parts of the project (eg, finance, activities, documents ...).
+With the change of project roles, we can change the level of access rights to various parts of the project (eg, finance, activities, documents ...). <br>
 [[File:EN_team.JPG | 400px]]

@@ Line 46: / Line 46: @@
 # select new organization and person to be new project manager.
 # save.
 ===How to track changes of project team===