Writer: /* Entry of new INTERNAL project - wizard */

2014-01-28T14:59:16Z

Entry of new INTERNAL project - wizard

Writer: Created page with "=Entry of new INTERNAL project - wizard= 4PM enables easy entry of basic project data using a simple wizard. # select ''project type'' (project type cannot be changed). Wizard d..."

2014-01-28T12:31:17Z

Created page with "=Entry of new INTERNAL project - wizard= 4PM enables easy entry of basic project data using a simple wizard. # select ''project type'' (project type cannot be changed). Wizard d..."

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=Entry of new INTERNAL project - wizard=
4PM enables easy entry of basic project data using a simple wizard.

# select ''project type'' (project type cannot be changed). Wizard does not support complex project types (partner, cross-border cooperation, FP7...)
# fill-in mandatory fields in the steps
# all entries can be edited later, or added new entries
# new project entry is finished in last (3rd) step by clicking '''DONE'''.
# continue with entry of TASK AND MILESTONES.

==1. general data==
Fill-in the fields:
* project name (descriptive name of the project)
* Project code (your project code, short name)
* description (project goals, aims)
* project group *(grouping, programmes, project groups access rights)
* priority (setting priority between projects)
* planned start date and planned end date. 
[[File:WIZARD 1.JPG |400px]]

If necessary fill-in details:
* project status
* contract number
* project size
* project value
* planned effort (estimated hours of internal work). [[File:Wizard 1a.JPG |400px]]

==2. team ==
management of project team:
# '''CONTRACTOR''' (team members from your organization, your co-workers)
#* '''PROJECT MANAGER''' - default selection is current user of the wizard (you can change it)
# ADD ''NEW TEAM MEMBERS'' to the project click EDIT TEAM. [[File:Wizard 2.JPG |300px]]
#* 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]]
#* select a '''project role''' for each team member. Project role has project access rights. [[File:Wizard 2a.JPG|300px]]
# '''CLIENT''' - select from a list of organizations (or enter new '''NEW ORGANIZATION'''). Each project can have only 1 client.
#* add contact persons by '''EDIT TEAM'''.
# if required you can add as many organizations (sub-contractors, suppliers, partner) and edit their project team. [[File:Wizard 2b.JPG|300px]]

==3. cost plan ==
Edit project cost plan:
# you can add new cost types to default cost plan (staff costs, travel costs, other costs) [[File:Wizard_3.JPG|400px]]
#* cost plan must have planned ''staff costs'' to be able to use task planning and time reporting.
#* cost plan must have planned ''travel costs'', for reporting of mileage and travel costs.
# enter planned cost value for the project.
# cost plan can be divided to '''project periods'''
#* period duration: year, half year, quarter
#* period start: by calendar year od project start
# 4PM distributes costs by selected periods, according to ''number of working days'' in the period. [[File:Wizard_3a.JPG|300px]]

You can skip this step by clicking '''DONE'''. Cost plan can be entered and edited later.

==Summary - done ==
You have confirmed entered data in step 3. Continue in the tab '''TASK & MILESTONES''' 
[[File:Wizard_4.JPG|400px]]

@@ Line 1: / Line 1: @@
 =Entry of new INTERNAL project - wizard=
 PM enables easy entry of basic project data using a simple wizard.
 # select ''project type'' (project type cannot be changed). Wizard does not support complex project types (partner, cross-border cooperation, FP7...)

Project wizard int/en/ - Revision history

Writer: /* Entry of new INTERNAL project - wizard */

Writer: Created page with "=Entry of new INTERNAL project - wizard= 4PM enables easy entry of basic project data using a simple wizard. # select ''project type'' (project type cannot be changed). Wizard d..."