Difference between revisions of "Project groups/en/"

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(Created page with "= Projects = <pre>project types, EU projects, project status, analytics, reasons for closure </pre> Various possibilites for project classification: *'''project types''': EU&...")
 
 
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*'''reasons for closure''': successfull
 
*'''reasons for closure''': successfull
  
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== Skupine projektov ==
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== Project groups ==
  
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V zavihku SPLOŠNO / PROJEKTI določite in dopolnite seznam skupin projektov.<br>Skupine projektov so namenjene grupiranju projektov v ožje skupine (npr. po oddelkih, programih, področjih...).  
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A list of your project groups is set in the tab GENERAL / PROJECTS / project groups.  
  
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Skupine projektov so pomembne za:
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Project groups can help you organize your projects to groups with similar characterstics (i.e. divisions, programmes, areas...).
  
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morebitno povezovanje z računovodskimi sistemi (skupina = stroškovno mesto):<br> pri določanju projektnih pravic - pravice dostopa do projektnih podatkov glede na skupino projektov.
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Project groups have impact on following features:<br>  
  
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<br>Namig''Priporočamo, da se skupine projektov ujemajo z računovodskimi stroškovnimi področji. Tako bo tudi morebitna povezava 4PM z vašim ERP sistemom lažja.''  
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*possible '''integration '''with other IS (ERP&nbsp;system:&nbsp;project group = cost center)
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*'''user rights '''for project groups.
  
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Dobro je vedeti 4PM omogoča brisanje zapisov samo, če nimajo vezanih zapisov. Tako ne moremo brisati zapisov v šifrantih, če so le ti že uporabljeni pri projektih.<br>Da so šifranti urejeni, nepotrebne zapise deaktivirate v obrazcu za urejanje posameznega zapisa.
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<br>
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<pre>TIP
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We recommend that project groups match accounting categoriy of cost field if you would like to integrate 4PM with your ERP.</pre>  
  
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Z gumbom dodaj odpremo polje za vnos nove skupine projekta: vpišete naziv skupine projektov in shranite; z gumbom izvozi pa lahko izvozimo trenutno stran ali vse strani seznama v Excel.  
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<pre>GOOD TO KNOW
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Only entries without bound records can be deleted. To keep drop-down lists up-to-date administrator can deactivate each entry. </pre>
  
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2.2.1 Projekti.jpg
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<br>
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'''New entry''':&nbsp;open the form by clicking the button "add": enter name of project group and save. <br>
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<br>
  
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Pozor: Administrator v zavihku splošno ureja in prilagaja potrebam parametre razvrščanja projektov, razen vrst projektov, ki so vključeni v programskem paketu. Dobro je vedeti: vrste projektov so določene v licenci.
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'''Attention''':  
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Application administrator configures (add, edit, delete, deactivate) 4PM to organizational's needs:&nbsp;project groups, analytics, etc. Only project types depend on the licence

Latest revision as of 12:34, 26 April 2013

Projects

project types, EU projects, project status, analytics, reasons for closure

Various possibilites for project classification:

  • project types: EU project (eur), commercial project (com), researc&development (r&d), study (std), engineering (eng), internal (int), budgetary (bdg), work package (d), faza (e); special types: research & investment (rip), eContent (evs), crossborder (brd), crossborder master (brdm), competence centre (kc).
  • project status: in plan, active, closed...
  • project groups (division):
  • analytics
  • EU projects: 6OP, 7OP, CIP, EUREKA, COST, TEMPUS III...
  • reasons for closure: successfull

Project groups

A list of your project groups is set in the tab GENERAL / PROJECTS / project groups.

Project groups can help you organize your projects to groups with similar characterstics (i.e. divisions, programmes, areas...).

Project groups have impact on following features:

  • possible integration with other IS (ERP system: project group = cost center)
  • user rights for project groups.


TIP
We recommend that project groups match accounting categoriy of cost field if you would like to integrate 4PM with your ERP.
GOOD TO KNOW
Only entries without bound records can be deleted. To keep drop-down lists up-to-date administrator can deactivate each entry.


New entry: open the form by clicking the button "add": enter name of project group and save.

Attention: Application administrator configures (add, edit, delete, deactivate) 4PM to organizational's needs: project groups, analytics, etc. Only project types depend on the licence

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