Project com/en/
SOCRECARD
Main projec data to put project into organizational structure
- project name*
- project group* also used to put projects to programe, department, division....
- priority - drop-down list
- project size - drop-down list
- project status - drop-down list
- 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
Main project participants
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.
Project plan & scoreboards
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). Expected start and end dates: manually enter the card. Duration: automatic calculation of the number of quarters in the project: (date-end date) / 91.25. Plan of realization: the current date-start date / duration of the project - automatic calculation.
Past projects have a plan of realization of 100%.
Subjective assessment of project leader: manual entry (project manager), and record changes in the magnifying glass icon.