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Preface

General

The Project-Time module offers a variety of options for booking productive times on various occasions on specific service objects. Examples of such bookable service objects could would be:

  • Current internal projects & activities (not billable)
  • Projects for a customer (billable or not non-billable)
  • Ongoing internal projects & activities (non-billable)
  • Time in product development

How the project term concept is actually used can be defined flexibly. In principle, the bookable object does not always have to be explicitly a project, but in the following explanations the terms "bookable object" and "project" are equated for simplicity's sake. Each bookable object (project) is part of a "project structure" in order to group so that similar projects can be grouped in a tree.  The examples The differentiations mentioned above could be used to define several project structures.
Within the project structure, the tree can be structured in a hierarchical manner as deep as desired, containing organized to any depth with projects, subprojects, or sub-...subprojects. It is configurable how How deep such a tree can get is configurable.

Additionally, booked Booked project times can also be connected with several additionally be linked to various other factors, for instanceexample:

  • Connection with  a certain Cost Center or Cost Object
  • Specification Assignment to a cost center or a cost object
  • Definition of the activity within the project
  • Allocation of customers Assignment to a projectspecific customer

Elements of organisation within the project structureProject Structure

When creating a new bookable project or a new project structure, Webdesk provides some organizational elements that can define the project or structure more closely and can make the recording of project time more concretespecific. All of these elements can be viewed are available as items in the Administrators menu of the "Project Time RecordingTracking" module and are briefly explained briefly below:

Elements necessary required for proper use:

Structures

The structure is the highest organizational unit in project time

management

tracking. Within a project structure, main projects, projects, and

sub-projects

subprojects can be organized

hierarchically or non-hierarchically

as

required

desired. Structures are often organized

according to purpose

by intended use, e.g., internal projects, customer projects, or product development.

Projects

Projects are the bookable objects and the main

elements

element in project time

recording

tracking.

You

A project must always

select a project

be selected when recording

project times

.

Activities

freely

Freely selectable activity areas

, which

that are created independently of project structures and can be

entered

specified as "additional information"

during

when booking 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 characteristics of the object more closely, e.g.

defi9ning it

, as

as

a subproject,

administration

planning, external project, etc.

optional Optional elements:

Cost

Center

center

These are identical to the cost center groups defined in the organizational structure. Booked project times can be automatically assigned to specific cost centers via the person booking.

Cost

Object

object

Here you can define specific cost objects (e.g., a specific product). A project can then be partially or completely assigned to this cost object.

Customers

here,

Here you can create customers

that

, which can then be

added as a customer for one or more specific project(s)

assigned to a project.

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Version 5 von Mr. Ex-Mitarbeiter
am 29.11.18 15:39:24
Name: Organisation & Project Structure
Variante: main - en
Status: Veröffentlichung
Version 6 von Gabriel Gruber
am 17.10.26 18:03:29
Name: Organization & Project Structure
Variante: main - en
Status: Veröffentlichung