Create a project plan
Projectplan can be created in connection with both a project and a offer. This procedure describes how to create a project plan for an existing or new project. However, the operating principle is the same for tenders as well.
Content of the instructions:
Beginning
Go to the Projects menu on the admin side.
Open an existing Project or create a new one.
If you're creating a new project, fill in the basic project information first.
If necessary, see the instructions on how to create a project.
Open the project's Editing view and go to the Plan tab.
Click the Open Project Plan button.
Plan templates
If you want to save the design as a template, tick the Template option at the top of the plan.
You can use an existing template as the basis for your design by selecting the template from the drop-down menu on the right side.
Choose whether you want to replace the current plan with a template or add the steps from the template to an existing plan.
The Compact function allows you to hide the labels of the steps.
Defining the invoicing basis
In the project plan, you can choose the invoicing method for the entire plan:
Fixed: the entire plan is billed at a fixed price.
Hour: Billing is based on the hours recorded.
Budget and charge information can be set up for the entire plan in the following sections:
Sis. Budget – Internal budget
Charge for the customer. – customer invoicing
Alternatively, this information can be defined on a step-by-step basis.
Add and edit steps
To add a new step, press + Step.
To create child steps, move your mouse over the menu on the right side of the step bar and select + Sibling phase.
There are no restrictions on the depth of the substages.
Add a sister step with the button + Sister step.
To add steps to the template, select + Sibling phase from template.
Phase content
Each stage includes:
Title: freely editable.
Description: a description of the content of the phase, which can also be used as the work progresses.
Billing information in stages
You can set up a billing method for each step individually:
Billing method: select "Default", "Hour" or "Fixed".
Charge: specify an hourly rate or a fixed rate.
The charge unit (€/h or €) can be changed by clicking on the unit field.
Budgeting
The budget can be defined:
In hours (default) or in money (€)
You can change the budget unit by clicking on the unit field.
The budget can be for internal costs or customer invoicing.
The budgeted figures are shown in the project plan and can be tracked as the project progresses.
Dates
Enter the date planned for the step in the Date column.
If the field is left blank, the date of the step entry is recorded as the run date.
Scheduled steps are displayed in the Projects view for employees .
Participants
To add employees to the stage, press + Person.
You can define:
Who belongs to the stage
For the performance of the period
Budgeted number of hours
Budgeted hours are displayed in the Workload report.
Managing Time Entries
Time entries can be allowed or denied on a step-by-step basis.
Use the Entries button from the right menu of the step.
The button can be used to change the status of the posting permission.
Move, delete, and copy steps
Transfer
Click the move icon on the left side of the stage.
Click where you want to move the step.
Select:
Above
Under
A sub-step
Note: all possible sub-steps are carried over with them.
Abolition
To delete a step, select Delete from the right menu of the stage.
If hours have been logged for a stage, it cannot be deleted.
Copying
After saving the project plan, the phase can be copied with the + Copy button.
The copied step is placed below the original.
Save a project plan
Save the plan once all the details have been defined.
Save:
Budgeting and charging information is archived
The plan becomes active
The steps are visible to the timesheets
You can edit the data later, but the approved figures will remain visible.
Mikäli sinulla herää kysymyksiä, voit olla yhteydessä Kohon asiakaspalveluun sähköpostitse osoitteessa: asiakaspalvelu@kohosales.com, voit myös halutessasi jättää arvostelun artikkelille alapuolelta.