Project groups/en/

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Projects

project types, EU projects, project status, analytics, reasons for closure

Various possibilites for project classification:

  • project types: EU project (eur), commercial project (com), researc&development (r&d), study (std), engineering (eng), internal (int), budgetary (bdg), work package (d), faza (e); special types: research & investment (rip), eContent (evs), crossborder (brd), crossborder master (brdm), competence centre (kc).
  • project status: in plan, active, closed...
  • project groups (division):
  • analytics
  • EU projects: 6OP, 7OP, CIP, EUREKA, COST, TEMPUS III...
  • reasons for closure: successfull

Project groups

A list of your project groups is set in the tab GENERAL / PROJECTS / project groups.

Project groups can help you organize your projects to groups with similar characterstics (i.e. divisions, programmes, areas...).

Project groups have impact on following features:

  • possible integration with other IS (ERP system: project group = cost center)
  • user rights for project groups.


'''TIP'''
''We recommend that project groups match accounting categoriy of cost field if you would like to integrate 4PM with your ERP.''

Good to know



Dobro je vedeti 4PM omogoča brisanje zapisov samo, če nimajo vezanih zapisov. Tako ne moremo brisati zapisov v šifrantih, če so le ti že uporabljeni pri projektih.
Da so šifranti urejeni, nepotrebne zapise deaktivirate v obrazcu za urejanje posameznega zapisa.

Z gumbom dodaj odpremo polje za vnos nove skupine projekta: vpišete naziv skupine projektov in shranite; z gumbom izvozi pa lahko izvozimo trenutno stran ali vse strani seznama v Excel.

2.2.1 Projekti.jpg

Pozor: Administrator v zavihku splošno ureja in prilagaja potrebam parametre razvrščanja projektov, razen vrst projektov, ki so vključeni v programskem paketu. Dobro je vedeti: vrste projektov so določene v licenci.