Difference between revisions of "Project wizard com/en/"
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| − | = | + | =Entry of new [[Project_wizard/en/#Commercial_projects | COMMERCIAL]] project - wizard= |
4PM enables easy entry of basic project data using a simple wizard. | 4PM enables easy entry of basic project data using a simple wizard. | ||
| Line 15: | Line 15: | ||
* project group *(grouping, programmes, project groups access rights) | * project group *(grouping, programmes, project groups access rights) | ||
* priority (setting priority between projects) | * priority (setting priority between projects) | ||
| − | * planned start date and planned end date. | + | * planned start date and planned end date. <br> |
| − | [[File: | + | [[File:WIZARD 1.JPG |400px]] |
If necessary fill-in details: | If necessary fill-in details: | ||
| Line 22: | Line 22: | ||
* contract number | * contract number | ||
* project size | * project size | ||
| − | * | + | * project value |
| − | * planned effort (estimated hours of internal work). | + | * planned effort (estimated hours of internal work). <br>[[File:Wizard 1a.JPG |400px]] |
| − | [[File: | ||
==2. team == | ==2. team == | ||
| Line 30: | Line 29: | ||
# '''CONTRACTOR''' (team members from your organization, your co-workers) | # '''CONTRACTOR''' (team members from your organization, your co-workers) | ||
#* '''PROJECT MANAGER''' - default selection is current user of the wizard (you can change it) | #* '''PROJECT MANAGER''' - default selection is current user of the wizard (you can change it) | ||
| − | # ADD ''NEW TEAM MEMBERS'' to the project click EDIT TEAM. <br>[[File:Wizard 2.JPG | | + | # ADD ''NEW TEAM MEMBERS'' to the project click EDIT TEAM. <br>[[File:Wizard 2.JPG |300px]] |
#* move team members from the list of persons on the organization to the list of team members. Use the icon [[File:4.3.ikonaDodaj(zelenKrogPlus).jpg]] | #* move team members from the list of persons on the organization to the list of team members. Use the icon [[File:4.3.ikonaDodaj(zelenKrogPlus).jpg]] | ||
| − | #* select a '''project role''' for each team member. Project role has project access rights.<br>[[File:Wizard 2a.JPG| | + | #* select a '''project role''' for each team member. Project role has project access rights.<br>[[File:Wizard 2a.JPG|300px]] |
# '''CLIENT''' - select from a list of organizations (or enter new '''NEW ORGANIZATION'''). Each project can have only 1 client. | # '''CLIENT''' - select from a list of organizations (or enter new '''NEW ORGANIZATION'''). Each project can have only 1 client. | ||
#* add contact persons by '''EDIT TEAM'''. | #* add contact persons by '''EDIT TEAM'''. | ||
| − | # if required you can add as many organizations (sub-contractors, suppliers, partner) and edit their project team. <br>[[File:Wizard 2b.JPG| | + | # if required you can add as many organizations (sub-contractors, suppliers, partner) and edit their project team. <br>[[File:Wizard 2b.JPG|300px]] |
==3. cost plan == | ==3. cost plan == | ||
| Line 46: | Line 45: | ||
#* period duration: year, half year, quarter | #* period duration: year, half year, quarter | ||
#* period start: by calendar year od project start | #* period start: by calendar year od project start | ||
| − | # 4PM distributes costs by selected periods, according to ''number of working days'' in the period. | + | # 4PM distributes costs by selected periods, according to ''number of working days'' in the period. <br> [[File:Wizard_3a.JPG|300px]] |
| − | <br> [[File:Wizard_3a.JPG| | ||
| − | You can skip this step by clicking '''DONE'''. Cost plan can be | + | You can skip this step by clicking '''DONE'''. Cost plan can be entered and edited later. |
| − | == | + | ==Summary - done == |
| − | + | You have confirmed entered data in step 3. Continue in the tab '''TASK & MILESTONES''' <br> | |
| − | [[File: | + | [[File:Wizard_4.JPG|400px]] |
Latest revision as of 16:26, 28 January 2014
Entry of new COMMERCIAL project - wizard
4PM enables easy entry of basic project data using a simple wizard.
- select project type (project type cannot be changed). Wizard does not support complex project types (partner, cross-border cooperation, FP7...)
- fill-in mandatory fields in the steps
- all entries can be edited later, or added new entries
- new project entry is finished in last (3rd) step by clicking DONE.
- continue with entry of TASK AND MILESTONES.
1. general data
Fill-in the fields:
- project name (descriptive name of the project)
- Project code (your project code, short name)
- description (project goals, aims)
- project group *(grouping, programmes, project groups access rights)
- priority (setting priority between projects)
- planned start date and planned end date.
If necessary fill-in details:
- project status
- contract number
- project size
- project value
- planned effort (estimated hours of internal work).
2. team
management of project team:
- CONTRACTOR (team members from your organization, your co-workers)
- PROJECT MANAGER - default selection is current user of the wizard (you can change it)
- ADD NEW TEAM MEMBERS to the project click EDIT TEAM.
- move team members from the list of persons on the organization to the list of team members. Use the icon
- select a project role for each team member. Project role has project access rights.
- move team members from the list of persons on the organization to the list of team members. Use the icon
- CLIENT - select from a list of organizations (or enter new NEW ORGANIZATION). Each project can have only 1 client.
- add contact persons by EDIT TEAM.
- if required you can add as many organizations (sub-contractors, suppliers, partner) and edit their project team.
.jpg){kind=small}
3. cost plan
Edit project cost plan:
- you can add new cost types to default cost plan (staff costs, travel costs, other costs)
- cost plan must have planned staff costs to be able to use task planning and time reporting.
- cost plan must have planned travel costs, for reporting of mileage and travel costs.
- enter planned cost value for the project.
- cost plan can be divided to project periods
- period duration: year, half year, quarter
- period start: by calendar year od project start
- 4PM distributes costs by selected periods, according to number of working days in the period.
You can skip this step by clicking DONE. Cost plan can be entered and edited later.
Summary - done
You have confirmed entered data in step 3. Continue in the tab TASK & MILESTONES
