Difference between revisions of "Project new part/en/"

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= New PARTNER project =
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= New project scorecard: partner projects =
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[[File:NEw_project_entry.JPG|500px|right]]
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[[File:Izkaznica_all_EN.JPG |500px|right]]
  
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''Management of large (international) project consortia for EU co-funded projects.
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''Management of large (international) project consortia for EU co-funded projects in the programme Horizon 2020 or similar.
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* 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.
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* '''Project partners''' can also access project in 4PM. Project partners can have various levels of user/project access rights.  
 +
** '''Lead partner (beneficiary)''' has full project management rights and overview,  
 +
** '''project 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)
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* financial planning and assembling costs:
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* financial planning (budget) and costs:
 
** by partners
 
** by partners
 
** by periods
 
** by periods
 
** by actual and eligible costs, cost areas
 
** by actual and eligible costs, cost areas
 
** various levels of co-funding
 
** various levels of co-funding
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* reporting (export functionality)''
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* reporting (export functionality).''
  
 +
==Basic project information==
  
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New projects are entered in tab '''PROJECTS / NEW PROJECT''':
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*''project name''* - descriptive name of the project.
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# select '''project type''' - selection is set in the licence. Project type cannot be changed latter.
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*''project group''* also used to put projects to programme, department, division.... Important for eventual integration 4PM-ERP system.
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# form with fields for basic data in the scorecard is opened
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*''priority ''- drop-down list: 4 levels. Recommended internal rules.
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# fill in required fields (obligatory fields are marked with *).
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*''project size ''- drop-down list: 4 levels. Recommended internal rules.
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## project name
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*''project status ''- drop-down list to label and group project through life cycle.
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## project group
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*''description ''- main project goals, text field
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## main project participants: project manager, client and main contact person
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obligatory fields (*)
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## start date
 
  
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'''All fields can be modified latter.'''
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click '''show details''' to show additional fields:
 +
*''PROJECT ID ''- unique identifier, automatically created by 4PM
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*''MAIN PROJECT FOR PROJECT GROUP ''- for management of ''activities ''or ''costs ''on the level of project group (programme)
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*''ANALYTICS''
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*''DEFAULT VAT''
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*''DEFAULT PAYMENT DUE''
  
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==Before entering new project to 4PM==
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[[File:IzkaznicaFP7_EN.JPG|400px | right]]
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# '''gather general project data:'''
 
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#* project name
 
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#* project duration: estimated start and end date
 
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#* project goals
 
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# '''project team: '''
 
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#* project organizational structure (project roles) and project team
 
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#* external co-workers (suppliers, subcontractors, partners, ...)
 
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#* client (organization's management for internal projects, customers)
 
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# project budget
 
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# activities for achieving the goals
 
  
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== New project by copying existing ==
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* '''history of changes''' is hidden in detailed overview, under the icon "hour".  
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Existing projects (i.e. project templates) can be copied:
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PROJECT OPENED BY
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# go to PROJECT TEMPLATE scorecard
 
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# click button '''COPY''' to open COPY FORM:
 
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# select what you wish to copy:
 
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## general data (project scorecard - name, project duration...)
 
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## project team
 
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## project structure with tasks, milestones
 
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## project structure with assignments (dates, planned hours, assignees)
 
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## project cost plan (budget)
 
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## project portal structure.
 
  
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If you enter '''NEW START DATE''', all planned project activities (tasks, milestones...) will move according to new start date.
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== Main project participants  ==
 +
 
 +
Set main project participants of project team:
 +
* Contractor / lead beneficiary
 +
* project manager
 +
* Client
 +
* main contact person
 +
 
 +
If an organization or contact is not yet entered in 4PM, use button '''ADD'''.
 +
 
 +
== Project basic plan ==
 +
 
 +
*''Planned effort'': estimation of work.
 +
*''Planned start and end dates'': manual entry.
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* ''''SUBJECTIVE ESTIMATION OF ACCOMPLISHMENT OF THE PROJECT''': manual entry by project manager (and record of changes).
 +
 
 +
* % COMPLETION OF PLANNED HOURS: hours reported / hours allocated
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* '''SUBJECTIVE ASSESSMENT - SCHEDULED REALIZATION''': difference between plan and actual progress.
 +
 
 +
== Copy project ==
 +
To copy an existing project click '''COPY PROJECT''' to open a '''copy form'''. Select the categories you wish to copy:
 +
* GENERAL - all data in scorecard. New project will have new name labelled with: (copy). A project copy can be renamed.
 +
* RESOURCES - all project team
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* TASKS & MILESTONES - all project task, phases and milestones. No resources will be allocated
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* ASSIGNMENTS - all project task, phases and milestones. All resources will be copied
 +
* PORTAL STRUCTURE -
 +
* START DATE - the new start date. All project activities are moved according to new start date.
 +
 
 +
'''Good to know'''
 +
Project templates can be used for rapid entry of projects to 4PM. When copying template just select a '''new start date''' for the project. Application moves all planned project activities according to a new start date.
 +
Once the copy is completed, the resources get allocated new tasks, milestones. The application does not send e-mail notifications.

Latest revision as of 10:11, 21 November 2018

New project scorecard: partner projects

NEw project entry.JPG
Izkaznica all EN.JPG

Management of large (international) project consortia for EU co-funded projects in the programme Horizon 2020 or similar.

  • Project partners can also access project in 4PM. Project partners can have various levels of user/project access rights.
    • Lead partner (beneficiary) has full project management rights and overview,
    • project 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 (budget) and costs:
    • by partners
    • by periods
    • by actual and eligible costs, cost areas
    • various levels of co-funding
  • reporting (export functionality).

Basic project information

  • project name* - descriptive name of the project.
  • project group* also used to put projects to programme, department, division.... Important for eventual integration 4PM-ERP system.
  • priority - drop-down list: 4 levels. Recommended internal rules.
  • project size - drop-down list: 4 levels. Recommended internal rules.
  • project status - drop-down list to label and group project through life cycle.
  • description - main project goals, text field

obligatory fields (*)

click show details to show additional fields:

  • PROJECT ID - unique identifier, automatically created by 4PM
  • MAIN PROJECT FOR PROJECT GROUP - for management of activities or costs on the level of project group (programme)
  • ANALYTICS
  • DEFAULT VAT
  • DEFAULT PAYMENT DUE
IzkaznicaFP7 EN.JPG
  • history of changes is hidden in detailed overview, under the icon "hour".

PROJECT OPENED BY

Main project participants

Set main project participants of project team:

  • Contractor / lead beneficiary
  • project manager
  • Client
  • main contact person

If an organization or contact is not yet entered in 4PM, use button ADD.

Project basic plan

  • Planned effort: estimation of work.
  • Planned start and end dates: manual entry.
  • 'SUBJECTIVE ESTIMATION OF ACCOMPLISHMENT OF THE PROJECT: manual entry by project manager (and record of changes).
  • % COMPLETION OF PLANNED HOURS: hours reported / hours allocated
  • SUBJECTIVE ASSESSMENT - SCHEDULED REALIZATION: difference between plan and actual progress.

Copy project

To copy an existing project click COPY PROJECT to open a copy form. Select the categories you wish to copy:

  • GENERAL - all data in scorecard. New project will have new name labelled with: (copy). A project copy can be renamed.
  • RESOURCES - all project team
  • TASKS & MILESTONES - all project task, phases and milestones. No resources will be allocated
  • ASSIGNMENTS - all project task, phases and milestones. All resources will be copied
  • PORTAL STRUCTURE -
  • START DATE - the new start date. All project activities are moved according to new start date.

Good to know Project templates can be used for rapid entry of projects to 4PM. When copying template just select a new start date for the project. Application moves all planned project activities according to a new start date. Once the copy is completed, the resources get allocated new tasks, milestones. The application does not send e-mail notifications.

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