Difference between revisions of "Project wizard/en/"
From Help.4pm
Jump to navigationJump to search| (17 intermediate revisions by the same user not shown) | |||
| Line 26: | Line 26: | ||
Similar: | Similar: | ||
===Study=== | ===Study=== | ||
| − | + | [[Project_wizard_std/en/ | New study project wizard]] | |
==EU projects== | ==EU projects== | ||
| Line 33: | Line 33: | ||
* monitoring of costs (planned and realized): planned - realized - eligible costs (reported) costs | * monitoring of costs (planned and realized): planned - realized - eligible costs (reported) costs | ||
* define EU programme in project scorecard | * define EU programme in project scorecard | ||
| + | [[Project_new_eur/en/ | New European project]] | ||
==Research and development projects== | ==Research and development projects== | ||
* Financial state is set by project cost and incomes (founds). | * Financial state is set by project cost and incomes (founds). | ||
* Project scorecard includes field ''budget item''. | * Project scorecard includes field ''budget item''. | ||
| − | + | [[Project_wizard_r%26d/en/ | New R&D project wizard]] | |
==Engineering projects== | ==Engineering projects== | ||
| − | * Management of | + | * Management of engineering projects: project team, task & milestones, one client. |
* Financial state is set by project cost and incomes, plan by project type, period. | * Financial state is set by project cost and incomes, plan by project type, period. | ||
* Project scorecard has | * Project scorecard has | ||
| Line 47: | Line 48: | ||
** numbers of pro-formas | ** numbers of pro-formas | ||
** project documentation ID | ** project documentation ID | ||
| + | [[Project_wizard_engin/en/ | New engineering project wizard]] | ||
==Budgetary projects== | ==Budgetary projects== | ||
| Line 52: | Line 54: | ||
* Financial status of the project is calculated from project value and project costs. | * Financial status of the project is calculated from project value and project costs. | ||
* Project scorecard has field ''budget item''. | * Project scorecard has field ''budget item''. | ||
| − | + | [[Project_wizard_bdg/en/ | New budgetary project wizard]] | |
| − | == | + | ==CO-FINANCED, PARTNER, LIFE Projects== |
| − | Management of large (international) project consortia for EU co-funded projects in the | + | Management of large (international) project consortia for EU co-funded projects in the various programmes of EU (i.e. Horizon 2020, LIFE . |
| − | * 4PM project access can be enabled for project partners | + | * 4PM project access can be enabled for project partners (coordination of project consortia): |
| + | ** Project partners can have various levels of user/project access rights. | ||
| + | ** Lead partner (beneficiary) has full project management rights and overview, partners have management control and overview over their part of the project. | ||
* management of project team and access rights - each partner can manage it's project team | * management of project team and access rights - each partner can manage it's project team | ||
* project activity plan, implementation, and reporting (hours, effort, comments) | * project activity plan, implementation, and reporting (hours, effort, comments) | ||
| Line 67: | Line 71: | ||
* effort reporting (PM - person month). | * effort reporting (PM - person month). | ||
| − | + | [[Project_new_fp7/en/ | New FP7 project]] | |
| − | |||
| − | * 4PM project access can be enabled for project partners. Project partners can have various levels of user/project access rights. Lead partner (beneficiary) has full project management rights and overview, | + | ==INTERREG projects== |
| + | Management of large (international) project consortia for EU co-funded projects in the programmes Interreg (Italy-Slovenia, Slovenia-Austria, Central Europe...). | ||
| + | |||
| + | * 4PM project access can be enabled for project partners. | ||
| + | ** Project partners can have various levels of user/project access rights, partners have management control and overview over their part of the project. | ||
| + | ** Lead partner (beneficiary) has full project management rights and overview, . | ||
* management of project team and access rights - each partner can manage it's project team | * management of project team and access rights - each partner can manage it's project team | ||
* project activity plan, implementation, and reporting (hours, effort, comments) | * project activity plan, implementation, and reporting (hours, effort, comments) | ||
| Line 79: | Line 87: | ||
** various levels of co-funding | ** various levels of co-funding | ||
* reporting (export functionality) | * reporting (export functionality) | ||
| + | |||
| + | [[Project_new_brdr/en/ | New CROSS-BORDER SLO-ITA project]] <br> | ||
| + | [[Project_new_brdrm/en/ | New CROSS-BORDER SLO-ITA master project]] | ||
==Partner projects, South-Eastern Europe Projects== | ==Partner projects, South-Eastern Europe Projects== | ||
| Line 91: | Line 102: | ||
** various levels of co-funding | ** various levels of co-funding | ||
* reporting (export functionality) | * reporting (export functionality) | ||
| + | |||
| + | [[Project_new_part/en/ | New PARTNER project]] <br> | ||
Latest revision as of 10:03, 21 November 2018
Projects
4PM license includes various project models that have various specifics. Basic project models are commercial and internal. When you enter new project you select project model that best suits your project specifics and needs. Selected project model cannot be changed later.
Project model has an effect on:
- list of activities for task and milestones
- available cost types
- fields in project scorecard
- financial planning and monitoring of actual costs.
Commercial projects
Management of commercial projects: project team, task & milestones, one client. Financial state is set by project cost and incomes, plan by project type, period. New commercial project wizard
Similar:
Organizational projects
New organizational project wizard
Investment projects
Internal projects
Management of internal projects, no client and no incomes. Financial status is set by project value (budget) and costs. New internal project wizard
Similar:
Study
EU projects
Management of various co-funded projects, by various EU or national programmes. EU project enable
- costs management (including labor costs) by cost areas
- monitoring of costs (planned and realized): planned - realized - eligible costs (reported) costs
- define EU programme in project scorecard
Research and development projects
- Financial state is set by project cost and incomes (founds).
- Project scorecard includes field budget item.
Engineering projects
- Management of engineering projects: project team, task & milestones, one client.
- Financial state is set by project cost and incomes, plan by project type, period.
- Project scorecard has
- name of the facility
- work type
- numbers of pro-formas
- project documentation ID
New engineering project wizard
Budgetary projects
- Management of budgetary projects for municipalities, public administration, the municipal council, budget planning.
- Financial status of the project is calculated from project value and project costs.
- Project scorecard has field budget item.
CO-FINANCED, PARTNER, LIFE Projects
Management of large (international) project consortia for EU co-funded projects in the various programmes of EU (i.e. Horizon 2020, LIFE .
- 4PM project access can be enabled for project partners (coordination of project consortia):
- Project partners can have various levels of user/project access rights.
- Lead partner (beneficiary) has full project management rights and overview, partners have management control and overview over their part of the project.
- management of project team and access rights - each partner can manage it's project team
- project activity plan, implementation, and reporting (hours, effort, comments)
- financial planning and assembling costs:
- by partners
- by periods
- by actual and eligible costs, cost areas
- various levels of co-funding
- reporting (export functionality)
- effort reporting (PM - person month).
INTERREG projects
Management of large (international) project consortia for EU co-funded projects in the programmes Interreg (Italy-Slovenia, Slovenia-Austria, Central Europe...).
- 4PM project access can be enabled for project partners.
- Project partners can have various levels of user/project access rights, partners have management control and overview over their part of the project.
- Lead partner (beneficiary) has full project management rights and overview, .
- management of project team and access rights - each partner can manage it's project team
- project activity plan, implementation, and reporting (hours, effort, comments)
- financial planning and assembling costs:
- by partners
- by periods
- by actual and eligible costs, cost areas
- various levels of co-funding
- reporting (export functionality)
New CROSS-BORDER SLO-ITA project
New CROSS-BORDER SLO-ITA master project
Partner projects, South-Eastern Europe Projects
Management of large (international) project consortia for EU co-funded projects.
- 4PM project access can be enabled for project partners. Project partners can have various levels of user/project access rights. Lead partner (beneficiary) has full project management rights and overview, partners have management control and overview over their part of the project.
- management of project team and access rights - each partner can manage it's project team
- project activity plan, implementation, and reporting (hours, effort, comments)
- financial planning and assembling costs:
- by partners
- by periods
- by actual and eligible costs, cost areas
- various levels of co-funding
- reporting (export functionality)
