Difference between revisions of "Project team plan cofin/en/"

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=Project resources=
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=Project team=
 +
A clear organizational structure is set by the selection of persons and roles in the project team: Who is responsible for what.
 +
With the change of project roles, we can change the level of access rights to variosu parts of the project (eg, finance, activities, documents ...).
  
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A clear organizational structure is set by the selection of persons and determining their role in the project team: Who is responsible for what.
+
[[File:Project_team_en.JPG|400px|right]]
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With the change of project roles, we can change the level of access rights to various parts of the project (eg, finance, activities, documents ...).
 
  
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==Adding new project participant==
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== Add new organization to project==
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To set project organizational structure follow the steps below:
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'''New organization''' can be added following steps:
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* click icon [[file:4.1.3.ikonaUrediUdelezenci.jpg]] to ADD persons to existing organization.
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# click '''ADD/REMOVE ORGANIZATION''' to open form.
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* click ''''' to add new organization
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# select '''organization''' (use search)
 +
# from a list select '''organization's project role''',
 +
# save.
 +
 
 +
====Good to know====
 +
''Project can have more organizations with the same role (i.e. subcontractors).''
 +
 
 +
[[File:Project_team_organization_en.JPG|400px|right]]
  
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# define the role of the organization you want to enter,
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==Adding new team member/participant==
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** FP7 project can have only one organization with role "lead beneficiary". Lead beneficiary has full overview and edit rights for total project (can see/edit total financial plan, add organizations, activities, and edit activity plan in "task & milestones" tab of the project.
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# click button '''EDIT TEAM''' to ADD persons to existing organization.
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** other roles (major project beneficiary, experiment) have '''limited''' see/edit rights for project. They can only see/edit financial plan, activity plan, team members for their organization only.
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# select person by clicking the name or + icon,
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# select the organisation from the list,
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#* if a person is not entered in 4PM use button '''add new team member''' and fill in the form,
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# select contact of the organisation chosen,
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#* if you wish to select members of working group select it above the list,
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# define a person’s role for this project. The role of the project manager can be assigned only to one participant. Project roles are connected to project access rights set by 4PM administrator.
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# set '''project role'''. The role of the project manager can be assigned only to one participant.  
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** if a user can see/edit total project plan (same as team members at "lead beneficiary") select the box '''Effort plan overview'''.
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# '''confirm''' the entry.
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# repeat if necessary
 
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# confirm the entry by clicking “add/save”.
 
  
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[[File:Urejanje_udeležencev.JPG|400py]]
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[[File:Project_team_person_en.JPG |400px|right]]
  
 
==Project roles==
 
==Project roles==
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'''Project organization structure defines the level of project data access rights'''. 4PM enables this with the use of user groups, project roles and project groups.
+
''Project organization structure defines the level of project data access. 4PM enables this with the use of user groups, project roles and project groups.
−
 
 
 
'''Advanced access rights''' - each project role can have predefined level of access rights to project data.
 
'''Advanced access rights''' - each project role can have predefined level of access rights to project data.
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If a project role has no access predefined, user can access only assigned tasks (no other project data are available for the user).
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If a project role has no access predefined, no project data can be accessed but allocated tasks to the user.
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[[file:4.1.3.spremembaUdelezencaNaOragnizaciji.jpg|500px|]]
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'''Simple access''' rights have only two levels of project access: project manager or project team member and all projects (management and administration).''
  
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'''Simple access rights''' have only two levels of project access: project manager or project team member and all projects (management and administration).
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===How can I change project manager? ===
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===How to change project manager between two organisations? ===
 
 
# Click '''CHANGE OF PROJECT MANAGER''' to open form.
 
# Click '''CHANGE OF PROJECT MANAGER''' to open form.
 
# select new project role for current project manager
 
# select new project role for current project manager
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# save.
 
# save.
  
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===How to track changes of project team===
+
=== How can I change the project client? ===
 +
Project can have only '''one client'''. To change the project's client follow steps:
 +
# click button '''ADD/REMOVE ORGANIZATIONS'''
 +
# select organization role as '''client'''
 +
# save.
 +
New project client is displayed.
 +
 
 +
===How can I track changes of project team===
 
All changes are available here, under the icon [[file:2.2.2.ikonaLupa.jpg‎ ]].
 
All changes are available here, under the icon [[file:2.2.2.ikonaLupa.jpg‎ ]].
  
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==Add new organization==
+
===How can I allow 4PM access for team member ===
−
'''New organization''' can be added following steps:
+
[[File:Ikona_dostop_access.jpg ]] a team member does not have active 4PM access.
−
# click '''ADD''' to open form.
+
To set up 4PM access for a team member click icon and follow steps [[Access_list/en/]]
−
# from a list select '''organization's project role''',  
+
 
−
# select '''organization'''
+
== Project hourly fee==
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# add contacts: person or groups and set their project role.  
+
If you want to change the hourly fee '''only for the this project''' follow these steps:
−
# save.
+
 
 +
[[file:4.1.3.dodajaUrnePostavke.jpg|300px]]
 +
# click to the box with the hourly fee of the participant,
 +
# if necessary change the hourly fee:
 +
#* '''blue digits''': hourly fee valid for the project;
 +
#*'''black digits''': hourly fee valid in period (set at participant);
 +
#*'''green arrow''' - reset;
 +
#Hourly fees based on locations:
 +
#* '''default''': all work reported on default location,  
 +
#* '''external''': all work reported on any external location
 +
# confirm the entry.
 +
 
 +
The project hourly fee that is defined only for the chosen project is valid for the whole duration of the project. A participant on the project can only have one project hourly fee. If you change the fee throughout the course of the project, then a recalculation of the costs of project hours is made for all performed work entries with the new hourly fee.
  
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To '''edit''' existing organization (add new persons), click the icon '''EDIT''' [[file:4.1.3.ikonaUrediUdelezenci.jpg‎]] at organization.
+
When you have a list of project participants, you have the possibility of quick communication among the project team. If you want to email to whole project team, click the mail icon “email to the team”. If you want to email only one group of participants (i.e. contractors) click the icon at individual group of participants.
  
−
====Good to know====
+
If the nature of the organisation role is such that the participant can work for you, the participant needs to have a defined hourly fee for the type of project that is being entered. In case the participant already has a defined hourly fee for this type of a project, the fee is displayed in the lower table. General hourly fees can be entered and changed in the sidebar “participants/persons” and the sidebar “hourly fee”.
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*'''Important: Only one organization can have a role "lead beneficiary".'''
 
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*''Project can have more organizations with the same role (i.e. project beneficiary).''
 
  
 
==Project communication==
 
==Project communication==
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* 4PM supports quick communication channels for team communication. All team members have displayed their contacts (e-mails and phones).
 
−
* E-mailings from the system. To send team members or a group of team members an e-mail click the icon [[file:IkonaPismo.JPG]] to open default e-mail application: 4PM collects all e-mail addresses and in subject field fills in the name of the project.
 
  
−
=== How to change the project client? ===
+
4PM supports quick communication channels for team communication. All team members have displayed their contacts (e-mails and phones).
−
Project can have only '''one client'''. To change the project's client follow steps:
+
4PM supports quick e-mailings from the system. To send team members or a group of team members an e-mail click the icon [[file:4.1.3.posliPosto.jpg|600px]] to open default e-mail application: 4PM collects all e-mail addresses and in subject field fills in the name of the project.
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# click button '''ADD'''
 
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# select organization role as '''client'''
 
−
# add contacts
 
−
# save.
 
−
New project client is displayed.
 

Revision as of 15:16, 22 January 2016

Project team

A clear organizational structure is set by the selection of persons and roles in the project team: Who is responsible for what. With the change of project roles, we can change the level of access rights to variosu parts of the project (eg, finance, activities, documents ...).

Project team en.JPG

Add new organization to project

New organization can be added following steps:

  1. click ADD/REMOVE ORGANIZATION to open form.
  2. select organization (use search)
  3. from a list select organization's project role,
  4. save.

Good to know

Project can have more organizations with the same role (i.e. subcontractors).

Project team organization en.JPG

Adding new team member/participant

  1. click button EDIT TEAM to ADD persons to existing organization.
  2. select person by clicking the name or + icon,
    • if a person is not entered in 4PM use button add new team member and fill in the form,
    • if you wish to select members of working group select it above the list,
  3. set project role. The role of the project manager can be assigned only to one participant.
  4. confirm the entry.
Project team person en.JPG

Project roles

Project organization structure defines the level of project data access. 4PM enables this with the use of user groups, project roles and project groups. Advanced access rights - each project role can have predefined level of access rights to project data. If a project role has no access predefined, no project data can be accessed but allocated tasks to the user. Simple access rights have only two levels of project access: project manager or project team member and all projects (management and administration).

How can I change project manager?

  1. Click CHANGE OF PROJECT MANAGER to open form.
  2. select new project role for current project manager
  3. select new organization and person to be new project manager.
  4. save.

How can I change the project client?

Project can have only one client. To change the project's client follow steps:

  1. click button ADD/REMOVE ORGANIZATIONS
  2. select organization role as client
  3. save.

New project client is displayed.

How can I track changes of project team

All changes are available here, under the icon 2.2.2.ikonaLupa.jpg.

How can I allow 4PM access for team member

Ikona dostop access.jpg a team member does not have active 4PM access. To set up 4PM access for a team member click icon and follow steps Access_list/en/

Project hourly fee

If you want to change the hourly fee only for the this project follow these steps:

4.1.3.dodajaUrnePostavke.jpg

  1. click to the box with the hourly fee of the participant,
  2. if necessary change the hourly fee:
    • blue digits: hourly fee valid for the project;
    • black digits: hourly fee valid in period (set at participant);
    • green arrow - reset;
  3. Hourly fees based on locations:
    • default: all work reported on default location,
    • external: all work reported on any external location
  4. confirm the entry.

The project hourly fee that is defined only for the chosen project is valid for the whole duration of the project. A participant on the project can only have one project hourly fee. If you change the fee throughout the course of the project, then a recalculation of the costs of project hours is made for all performed work entries with the new hourly fee.

When you have a list of project participants, you have the possibility of quick communication among the project team. If you want to email to whole project team, click the mail icon “email to the team”. If you want to email only one group of participants (i.e. contractors) click the icon at individual group of participants.

If the nature of the organisation role is such that the participant can work for you, the participant needs to have a defined hourly fee for the type of project that is being entered. In case the participant already has a defined hourly fee for this type of a project, the fee is displayed in the lower table. General hourly fees can be entered and changed in the sidebar “participants/persons” and the sidebar “hourly fee”.

Project communication

4PM supports quick communication channels for team communication. All team members have displayed their contacts (e-mails and phones). 4PM supports quick e-mailings from the system. To send team members or a group of team members an e-mail click the icon 4.1.3.posliPosto.jpg to open default e-mail application: 4PM collects all e-mail addresses and in subject field fills in the name of the project.

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