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General information

Preface

The Project-Time module offers a variety of options for booking productive times

for specific service objects

on various occasions. Examples of

such postable service

bookable objects

would

could be:

Current internal projects & activities (not

allocable

billable)
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

bookable object

does not always have to be explicitly a project, but in the following explanations the terms "

postable

bookable object" and "project" are equated for simplicity's sake.

Each

postable

bookable object (project) is part of a "project structure" in order to group similar projects in a tree. The

differentiations

examples 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

with

, containing projects, subprojects or sub...subprojects.

How

It is configurable how deep such a tree can

become is configurable. Projects

get.
Additionally, booked project times can also be

linked to various

connected with several other factors, for

example:

Assignment to cost center or cost object

Definition

instance:

Connection with a certain Cost Center or Cost Object
Specification 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

Allocation of customers to a project

Elements of organisation within the project structure

When creating a new bookable project or a new project structure, Webdesk

contains several

provides some organizational elements that can define the project or structure more closely and make the

entry

recording of project time more concrete.

These are all visible

All of these elements can be viewed as items in the Administrators menu of the

module

"Project Time Recording" module and are explained briefly below:
Elements

required

necessary for

each booking

proper use:

Structures	The structure is the highest organizational unit in

the

project time

registration

management. Within a project structure, main projects, projects and sub-projects can be organized hierarchically or non-hierarchically as required. Structures are often organized according to purpose, e.g. internal projects, customer projects or product development.

projects

Projects	Projects are the

postable

bookable objects and main elements in project time recording. You must always select a project when

entering data

recording project times.
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

characteristics of the object

detail

closely, e.g. defi9ning it as as subproject,

planning

administration, external project, etc.

optionally definable

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

center

Cost
centers via the person booking.

object

Object	Here you can define specific cost objects (

for example,

Customers
e.g. a specific product). A project can then be partially or completely assigned to this cost object.

Customers can be created

here,

which

you can create customers that can then be

assigned to a project.

Translated with www.DeepL.com/Translator

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

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Version 2 von Gregor Gutzelnig
am 20.11.18 11:59:50
Name: Organisation & Projektstruktur
Variante: main - en
Status: Veröffentlichung

Vergleiche Versionen 1 und 2

Version 3 von Mr. Berwanger
am 29.11.18 15:38:17
Name: Organisation & Projektstruktur
Variante: main - en
Status: Veröffentlichung

Vergleiche Versionen 3 und 4