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Organisation & Projektstruktur
General information
The Project-Time module offers a variety of options for booking productive
times for specific service objects. Examples of such postable service objects
would be:
Current internal projects & activities (not allocable)
Projects for a customer (billable or not billable)
Time in product development
How the project term is actually used can be defined flexibly. In principle,
the postable object is not always explicitly a project, but in the following
explanations the terms "postable object" and "project" are equated for
simplicity's sake. Each postable object (project) is part of a "project
structure" in order to group similar projects in a tree. The differentiations
mentioned above could be used to define several project structures.
Within the project structure, the tree can be structured as deep as desired
with projects, subprojects or sub...subprojects. How deep such a tree can become
is configurable.
Projects can also be linked to various other factors, for example:
Assignment to cost center or cost object
Definition of the activity within the project
Assignment to a specific customer
Assignment to a specific product (e.g. in development)
Elements of the Project Structure
When creating a new bookable project or a new project structure, Webdesk
contains several organizational elements that define the project or structure
more closely and make the entry of project time more concrete. These are all
visible as items in the Administrators menu of the module "Project Time
Recording" and are explained briefly below:
Elements required for each booking:
Structures
The structure is the highest organizational unit in the project time
registration. Within a project structure, main projects, projects and
sub-projects can be organized as required. Structures are often organized
according to purpose, e.g. internal projects, customer projects or product
development.
projects
Projects are the postable objects and main elements in project time
recording. You must always select a project when entering data.
Activities
freely selectable activity areas, which are created independently of project
structures and can be entered as "additional information" during project time
booking --> "What do I do for project XY? - "Programming, administration,
marketing, etc...?"
Element types
The element type is an attribute including a logo and must be assigned to
every bookable object. The element type specifies the properties of the object
in more detail, e.g. as subproject, planning, external project, etc.
optionally definable elements:
Cost center
These are identical to the cost center groups defined in the organizational
structure. A project can be assigned to a specific cost center.
Cost object
Here you can define specific cost objects (for example, a specific product).
A project can then be partially or completely assigned to this cost object.
Customers
Customers can be created here, which can then be assigned to a project.
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