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--- additional_resources:project_configuration [2022/03/31 10:38] – support
+++ additional_resources:project_configuration [2022/04/04 08:46] (current) – support
@@ Line 7: / Line 7: @@
 Project creation can be accessed several ways:
   * Menu >> Configure and Manage >> Edit tasks and projects
-  * Resource Manager >> New project
 ==== Properties of project ====
@@ Line 28: / Line 27: @@
 {{:additional_resources:projekt3.png?400|}}
-  * •	See inheritance in a child project: the project membership can not be withdrawn at the subprojects.
+  * See inheritance in a child project: the project membership can not be withdrawn at the subprojects.
 {{:additional_resources:projekt4.png?600|}}
@@ Line 56: / Line 55: @@
 {{:additional_resources:projekt7.png?600|}}
+==== Understanding of Time, Cost and Deadline restrictions ====
+Set properties for the project to make the restrictions (Period, Target costs and Estimated time can make restrictions):
+{{:additional_resources:projekt8.png?600|}}
+New task will have the restrictions set:
+{{:additional_resources:projekt9.png?600|}}
+===== Using Keyword based switch to task rules =====
+==== Simple vs Complex rules ====
+**Simple rule**: {{:additional_resources:projekt10.png?400|}}
+If defined we can switch to complex rule definition, which requires the function to be enabled from the backoffice of the server.
+{{:additional_resources:projekt11.png?600|}}
+**Complex rule**:{{:additional_resources:projekt12.png?400|}}
+===== Using task templates =====
+  * Creating task template: {{:additional_resources:projekt13.png?300|}}
+\\
+  * Adding tasks to template: {{:additional_resources:projekt14.png?400|}}
+\\
+  * Assigning to projects at definition: {{:additional_resources:projekt15.png?300|}}
+\\
+  * Assigning template to a project at the Project properties menu:
+{{:additional_resources:projekt16.png?600|}}
+The members of the project can be assigned immediately to the tasks. After the right template is selected from the hierarchy on the left side of the page.
+{{:additional_resources:prpjekt17.png?400|}}
+A pop up window will apear, where the assignments can be maden.
+{{:additional_resources:projekt18.png?400|}}
+===== Creating Switching to project/customer rules =====
+Concept: if the project can be identified, and the activity can determine the project task the whole process can be automatic
+In the example we are going to separate the Word and the Notepad usage for a certain project, let us create the template:
+{{:additional_resources:projekt19.png?600|}}
+Assign it to two projects. {{:additional_resources:projekt20.png?400|}}
+Create rules based on the title and activity for the projects
+  * Notepad rule (switch to Notepad usage):
+{{:additional_resources:projekt21.png?400|}}
+  * 	Word rule (switch to Word usage)
+{{:additional_resources:projekt22.png?400|}}
+This will result the following, when the Notepad has the Template test 2 in the title:
+{{:additional_resources:projekt23.png?400|}} {{:additional_resources:projekt24.png?400|}}
+===== Advanced level configuration: planning phases =====
+==== Configuring phases ====
+Phases can be useful when a project lasts for a longer period than the financial year or for other reasons the companies are using shorter terms for accounting with their customers.
+  * Phase configuration can be found at Set up your business >> Company setting >> Planning phases
+{{:additional_resources:projekt30.png?400|}}
+==== Using phases at Budget Planning ====
+When using phases at project plannig the restrictions are also valid inside the phases.
+  * When the planning phases are set the Project details will change:
+{{:additional_resources:projekt31.png?600|}}
+Editting a Task details will also show the pre-set planning periods.
+===== Reporting projects =====
+==== Project report ====
+  * The project report reflects the Planning phases:
+{{:additional_resources:projekt29.png?1000|}}