Revision as of 08:34, 27 June 2013

SOCRECARD

Main projec data to put project into organizational structure

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 (*)

Additional fields are available upon clicing show details:

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

history of chaneges is hidden in detailed overiview, under the icon "hour". PROJECT OPENED BY

Overview of main project participants from project team.

Settings of project roles in the project scorecard are set in GENERAL / PARTICIPANTS / PERSONS' ROLE by selecting SHOW ON SCORECARD

Quick links to main parts of the project: participants, gantchart, finance scorecard, documents.

Display of additional fields in the scorecard should be activated in the general application settings.

Planned hours: manually enter the card (do not take into account the number of hours allocated to individual tasks).
Planned start and end dates: manual entry.
Duration: automatic calculation of the number of quarters of the project: ((date-end date) / 91.25).

COMPLETION PLAN BY TIMESHEET: the current date-start date / project duration - automatic calculation.

Past projects have a plan of realization of 100%.

Subjective assessment of project leader: manual entry by project manager and record of changes.

% COMPLETION OF PLANNED HOURS SUBJECTIVE ASSESSMENT - SCHEDULED REALIZATION PROJECT PROGRESS DELAY IN DAYS

@@ Line 3: / Line 3: @@
 Main projec data to put project into organizational structure
-*''project name''*
+*''project name''* - descriptive name of the project.
-*''project group''* also used to put projects to programe, department, division....
+*''project group''* also used to put projects to programme, department, division.... Important for eventual integration 4PM-ERP system.
-*''priority ''- drop-down list
+*''priority ''- drop-down list: 4 levels. Recommended internal rules.
-*''project size ''- drop-down list
+*''project size ''- drop-down list: 4 levels. Recommended internal rules.
-*''project status ''- drop-down list
+*''project status ''- drop-down list to label and group project through life cycle.
 *''description ''- main project goals, text field