https://help.4pm.si/index.php?action=history&feed=atom&title=Project_wizard_geo%2Fen%2F 2026-05-01T17:23:35Z Revision history for this page on the wiki MediaWiki 1.35.4 https://help.4pm.si/index.php?title=Project_wizard_geo/en/&diff=9601&oldid=prev 2014-01-28T13:40:58Z

<p>Created page with &quot;=Entry of new GEODETIC project - wizard= 4PM enables easy entry of basic project data using a simple wizard. # select &#039;&#039;project type&#039;&#039; (project type cannot be changed). Wizard d...&quot;</p> <p><b>New page</b></p><div>=Entry of new GEODETIC project - wizard=<br /> 4PM enables easy entry of basic project data using a simple wizard.<br /> <br /> # select ''project type'' (project type cannot be changed). Wizard does not support complex project types (partner, cross-border cooperation, FP7...)<br /> # fill-in mandatory fields in the steps<br /> # all entries can be edited later, or added new entries<br /> # new project entry is finished in last (3rd) step by clicking '''DONE'''.<br /> # continue with entry of TASK AND MILESTONES.<br /> <br /> ==1. general data==<br /> Fill-in the fields:<br /> * project name (descriptive name of the project)<br /> * Project code (your project code, short name)<br /> * description (project goals, aims)<br /> * project group *(grouping, programmes, project groups access rights)<br /> * priority (setting priority between projects)<br /> * planned start date and planned end date. &lt;br&gt;<br /> [[File:WIZARD 1.JPG |400px]]<br /> <br /> If necessary fill-in details:<br /> * project status<br /> * contract number<br /> * project size<br /> * project value<br /> * planned effort (estimated hours of internal work). &lt;br&gt;[[File:Wizard 1a.JPG |400px]]<br /> <br /> ==2. team ==<br /> management of project team:<br /> # '''CONTRACTOR''' (team members from your organization, your co-workers)<br /> #* '''PROJECT MANAGER''' - default selection is current user of the wizard (you can change it)<br /> # ADD ''NEW TEAM MEMBERS'' to the project click EDIT TEAM. &lt;br&gt;[[File:Wizard 2.JPG |300px]]<br /> #* move team members from the list of persons on the organization to the list of team members. Use the icon [[File:4.3.ikonaDodaj(zelenKrogPlus).jpg]]<br /> #* select a '''project role''' for each team member. Project role has project access rights.&lt;br&gt;[[File:Wizard 2a.JPG|300px]]<br /> # '''CLIENT''' - select from a list of organizations (or enter new '''NEW ORGANIZATION'''). Each project can have only 1 client.<br /> #* add contact persons by '''EDIT TEAM'''.<br /> # if required you can add as many organizations (sub-contractors, suppliers, partner) and edit their project team. &lt;br&gt;[[File:Wizard 2b.JPG|300px]]<br /> <br /> ==3. cost plan ==<br /> Edit project cost plan:<br /> # you can add new cost types to default cost plan (staff costs, travel costs, other costs)&lt;br&gt; [[File:Wizard_3.JPG|400px]]<br /> #* cost plan must have planned ''staff costs'' to be able to use task planning and time reporting.<br /> #* cost plan must have planned ''travel costs'', for reporting of mileage and travel costs.<br /> # enter planned cost value for the project.<br /> # cost plan can be divided to '''project periods'''<br /> #* period duration: year, half year, quarter<br /> #* period start: by calendar year od project start<br /> # 4PM distributes costs by selected periods, according to ''number of working days'' in the period. &lt;br&gt; [[File:Wizard_3a.JPG|300px]]<br /> <br /> You can skip this step by clicking '''DONE'''. Cost plan can be entered and edited later.<br /> <br /> ==Summary - done ==<br /> You have confirmed entered data in step 3. Continue in the tab '''TASK &amp; MILESTONES''' &lt;br&gt;<br /> [[File:Wizard_4.JPG|400px]]</div>

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