Difference between revisions of "Project groups/en/"

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<pre>TIP
 
<pre>TIP
 
We recommend that project groups match accounting categoriy of cost field if you would like to integrate 4PM with your ERP.</pre>  
 
We recommend that project groups match accounting categoriy of cost field if you would like to integrate 4PM with your ERP.</pre>  
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Good to know
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<pre>GOOD TO KNOW
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Only entries without bound records can be deleted. To keep drop-down lists up-to-date administrator can deactivate each entry. </pre>
  
 
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'''New entry''':&nbsp;open the form by clicking the button "add": enter name of project group and save. <br>
 
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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.<br>Da so šifranti urejeni, nepotrebne zapise deaktivirate v obrazcu za urejanje posameznega zapisa.
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'''Attention''':
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Application administrator configures (add, edit, delete, deactivate) 4PM to organizational's needs:&nbsp;project groups, analytics, etc. Only project types depend on the licence
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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.
 
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2.2.1 Projekti.jpg
 
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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.
 

Latest revision as of 13:34, 26 April 2013

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
Only entries without bound records can be deleted. To keep drop-down lists up-to-date administrator can deactivate each entry.


New entry: open the form by clicking the button "add": enter name of project group and save.

Attention: Application administrator configures (add, edit, delete, deactivate) 4PM to organizational's needs: project groups, analytics, etc. Only project types depend on the licence

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