de:Projekt_Planung

Overview

This module gives you an overview of the current status of your project. You can see at a glance if you are still in budget, how many hours your employees still need to complete the task and what the total progress of the project is.

With our seamless integration of all proRM modules in CRM, you can access personal search views that you have created. This is especially useful when searching for a specific project. See more information under "CRM" in our wiki.

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View without "Project Level"

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View with "Project Level"

Field name: Description:
Refresh Refreshes the selected time period and shows the corresponding data
Approve Saves all changes, made in the yellow fields
Select CustomerHere the customer/account whose projects are to be displayed can be selected 
Select Display Mode Here the projects can be chosen according to the display mode 
Select Project State Here the projects can be selected according to their status 
Overall Budget Shows the complete project information
ProjectShows the corresponding project number 
Project TreeView Shows a treeview structure of the projects and the respective subprojects 
Start Date Shows the start date of the projects 
End Date Shows the end date of the projects
Overall budget Shows if the project is still in line with the budget 
Total Estimation for the Project Shows the total estimated effort for the project (in hours) 
Gesamtaufwandsschätzung für Aufgabe Hier wird die gesamte Aufwandschätzung für die Aufgaben aufgeführt
Project Level Here the project information is shown in a more detailed way.
Project Budget Shows if all parts of the project are still in line with the budget.
Estimation for ProjectShows the estimated effort for the respective project (in hours) 
Total Estimation for Assignments Shows the total estimated efforts for the assignments 
Estimation for Assignment Shows the estimated effort for a particular assignment

How to work with this module

This module is divided into two sections. This ensures that you keep an overview over the entire project. An overview over the entire project, including all sub-projects can be found on the left. The „Budget“ column shows you if this project including the sub-projects is still in budget. On the right side you get a more detailed view of the current status of the projects, including real-time data coming from employee bookings. Especially helpful is the ETC (Estimate-to-Complete) of the employee for a specific task. The ETC helps you to evaluate your projects in a more accurate and realistic manner to identify potential problems before they occur.

How to check if you are still in budget?

You can see if your projects are still in the budget in the „Budget“ column. With the commonly known traffic light colors you can see immediately if your problems are in budget or if you are running into budget problems.

How to check if you are still in budget with your subprojects?

When you look at the “ Budget” in the project details section you can check whether all of your subproject are in budget. Subprojects can compensate each other´s budget. This means that there is the possibility that one or more subprojects are out of budget (red) but the main project is still in budget (green) if there is enough buffer in the total budget of all subprojects together.

Why some fields are highlighted yellow ?

The fields that are highlighted yellow are changeable. For instance, if you have an initial planning of 10 hours for an employee to work on a particular project and the employee assumes in his/her booking by entering the ETC that it will take five more hours, you can change the field directly in the Controlling Module from 10 to 15h.

Add employee Assignment

To add an assignment to a project, selected the desired project and click „Add Assignment“. The name of the project is already initialized.

What is the "Budget" section?

The Bugdte section shows the summed up sums of all projects and if you are still in budget.

How can I change the view?

There are a lot of options to change the view in this Module. You can show or hide specific sections or filter the viewed projects. Below all possible view options are described.

Projectphase filter

You can filter your projects in a way, that only projects in a specific phase are displayed. By default it is "In Progress", but you can choose every availible projectphase you like. Therefore it is also possible to view archived projects.

Show/hide the "Project Level" section

You can show or hide the "Project Level" section when you enable/disable the button "Project Level Details". This sections shows you detailed Information to every employee who is assigned to this project. For detailed information look below.

Show/hide the "Budget" columns

To show/or hide the "Budget" section enable/disable the button "Budget".

The Budget section shows the summed up sums of all projects and if you are still in budget.

Full Screen Mode

To activate the full screen mode click the icon “full screen” with the arrows outward. It is located in close proximity to the help button.

Definition of all columns

This Module can give you a detailed overview of your projects. Therefore there is a lot of data. This definition section will describe every column and its meaning.

What does „Project Budget“ mean?

Here you can see if the selected project is still in the budget. This may differ from the “Overall Budget”, see “How to check if you are still in the budget” with your sub-projects.

What does „ Estimation for Project“ mean?

This is the sum of ALL estimated hours for the project. This value is specified by the project manager when creating the project.

What does „Estimation for Project“ mean?

The sum of estimated hours for all tasks estimated by the project manager.

What does „Total Estimation of Assigments” mean?

This is the total estimated hours needed to finish the project including all assignments.

What does „Total Estimation for Assigments” mean?

This is the total estimated hours needed to finish the project.

Full Screen Mode and New Tab

To activate the full screen mode click the icon Full Screen with the arrows outward. It is located in close proximity to the help button. Right beside it there is another Symbol with a diagonal arrow. This Icon will open the Project Planning in a new Tab.

Be Careful: When you open the app in a new tab, it loads a blank Module, without the projects that you selected earlier. For the full screen mode, this isn't the case