Project configuration steps - Resources - Cronologia

Maxime.sottini il 22:53, 16 feb 2016

2016-02-16T22:53:21Z

Maxime.sottini il 22:49, 16 feb 2016

2016-02-16T22:49:31Z

Maxime.sottini il 22:17, 16 feb 2016

2016-02-16T22:17:10Z

Maxime.sottini il 22:06, 16 feb 2016

2016-02-16T22:06:08Z

Maxime.sottini il 21:38, 16 feb 2016

2016-02-16T21:38:32Z

Maxime.sottini il 21:35, 16 feb 2016

2016-02-16T21:35:58Z

Maxime.sottini il 21:23, 16 feb 2016

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Maxime.sottini il 19:10, 16 feb 2016

2016-02-16T19:10:05Z

Maxime.sottini il 19:04, 16 feb 2016

2016-02-16T19:04:40Z

Maxime.sottini il 19:01, 16 feb 2016

2016-02-16T19:01:22Z

← Versione meno recente		Versione delle 22:53, 16 feb 2016
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	\|}		\|}
		+	It is possible to edit the same information by entering the ''[[glossary\|resource]]'' record details in ''[[glossary\|grid mode]]''.

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 |-
-|<u>Purchase Contract(s)</u> || This information is used to link a purchase contract
+|<u>Purchase Contract(s)</u> || One or more ''[[glossary|purchase contracts]]'', although not overlapping in time, may be associated to the ''[[glossary|resource]]''. This is done in order to link the purchase tariff of the ''[[glossary|resource]]'' for the ''[[glossary|project]]'' (e.g. for cost accounting purpose). The compatible ''[[glossary|purchase contracts]]'' can be added. These are those ''[[glossary|purchase contracts]]'' in <u>Status</u> "Operational" where the ''[[glossary|resource]]'' is associated to the contract.
 |}

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 |<u>Sale Role</u> || This information is used to link a sales tariff to the ''[[glossary|resource]]'' on the ''[[glossary|project]]'' (e.g. for revenues analysis or ''[[glossary|billing]]'' purposes). One or more ''[[glossary|sales contracts]]''  (not overlapping in time) may be associated with the ''[[glossary|project]]'' (in its ''<u>Sale Contract</u>'' tab, see the dedicated
-[[Project configuration steps - Others]] section for more information).
+[[Project configuration steps - Others]] section for more information). In the ''[[glossary|sales contracts]],'' the ''[[glossary|sale role tariffs]]'' are defined for one or more ''[[glossary|sale roles]]''. <u>Sale Role</u> may be chosen among those defined in '''''General/Resources/Sale Roles '''''and is matched with those defined for the applicable ''[[glossary|sales contract]]'' associated to the'' [[glossary|project]]''.
 |-
-|<u>Purchase Contract(s)</u> ||
+|<u>Purchase Contract(s)</u> || This information is used to link a purchase contract
 |}

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 |-
-|<u>Sale Role</u> ||
+|<u>Sale Role</u> || This information is used to link a sales tariff to the ''[[glossary|resource]]'' on the ''[[glossary|project]]'' (e.g. for revenues analysis or ''[[glossary|billing]]'' purposes). One or more ''[[glossary|sales contracts]]''  (not overlapping in time) may be associated with the ''[[glossary|project]]'' (in its ''<u>Sale Contract</u>'' tab, see the dedicated
 |-

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 |-
-|<u>Permission Template</u> || This field allows to define the privileges assigned to the ''[[glossary|resource]]'' in order to view or edit the ''[[glossary|project]]'' data. The available templates can be managed in ''<u>Resource Grants Templates</u>'' tab in ''<u>Module Options</u>'' tab of the ''[[glossary|company]] ''('''''General/Company/Company Info''''').
+|<u>Permission Template</u> || This field allows to define the privileges assigned to the ''[[glossary|resource]]'' in order to view or edit the ''[[glossary|project]]'' data. The available templates can be managed in ''<u>Resource Grants Templates</u>'' tab in ''<u>Module Options</u>'' tab of the ''[[glossary|company]] ''('''''General/Company/Company Info'''''; see [[company creation]] page for more information).
 |-

@@ Riga 10: / Riga 10: @@
 |-
-|<u>Permission Template</u> || This allows to define the privileges assigned to the ''[[glossary|resource]]'' in order to view or edit the ''[[glossary|project]]'' data.
+|<u>Permission Template</u> || This field allows to define the privileges assigned to the ''[[glossary|resource]]'' in order to view or edit the ''[[glossary|project]]'' data. The available templates can be managed in ''<u>Resource Grants Templates</u>'' tab in ''<u>Module Options</u>'' tab of the ''[[glossary|company]]''.
 |-

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 Resources are a key element for the management of any project. Before starting to describe the use and configuration of them it is worth to spend a few words on the difference between a ''[[glossary|resource]]'' and a ''[[glossary|user]]'' in itmSUITE®.  In this context, a ''[[glossary|resource]]'' is a person involved in the activities of the ''[[glossary|project]]'' while a ''[[glossary|user]]'' is person enabled to access itmSUITE®. The project management module manages ''[[glossary|resources]]'', not ''[[glossary|users]]'', but in some cases ''[[glossary|resources]]'' may be also ''[[glossary|users]]''.
-This said, the ''[[glossary|project]] <u>Resources</u> ''tab allows to assign the ''[[glossary|resources]]'' to a ''[[glossary|project]]''. The '''ADD NEW''' command allows to add them. Once added, the list of assigned ''[[lossary|resources]]'' is editable in ''[[glossary|grid mode]]''. The following key information about ''[[glossary|resources]]'' can be edited in grid.
+This said, the ''[[glossary|project]] <u>Resources</u> ''tab allows to assign the ''[[glossary|resources]]'' to a ''[[glossary|project]]''. The '''ADD NEW''' command allows to add them. Once added, the list of assigned ''[[glossary|resources]]'' is editable in ''[[glossary|grid mode]]''. The following key information about ''[[glossary|resources]]'' can be edited in grid.
 {| class="wikitable"
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 |-
-|<u>On Budget</u> ||
+|<u>On Budget</u> || This flag defines if (when set), or if not, data about the ''[[glossary|resource]]'' shall be managed in the ''<u>Estimation</u>'' tab of the ''[[glossary|project]]'' (e.g. data about working budgeted days).
 |-
-|<u>Permission Template</u> ||
+|<u>Permission Template</u> || This allows to define the privileges assigned to the ''[[glossary|resource]]'' in order to view or edit the ''[[glossary|project]]'' data.
 |-

← Versione meno recente		Versione delle 19:04, 16 feb 2016
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	This said, the ''[[glossary\|project]] <u>Resources</u> ''tab allows to assign the ''[[glossary\|resources]]'' to a ''[[glossary\|project]]''. The '''ADD NEW''' command allows to add them. Once added, the list of assigned ''[[lossary\|resources]]'' is editable in ''[[glossary\|grid mode]]''. The following key information about ''[[glossary\|resources]]'' can be edited in grid.		This said, the ''[[glossary\|project]] <u>Resources</u> ''tab allows to assign the ''[[glossary\|resources]]'' to a ''[[glossary\|project]]''. The '''ADD NEW''' command allows to add them. Once added, the list of assigned ''[[lossary\|resources]]'' is editable in ''[[glossary\|grid mode]]''. The following key information about ''[[glossary\|resources]]'' can be edited in grid.
		+
		+	{\| class="wikitable"
		+	! Field !! Description
		+
		+	\|-
		+	\|<u>On Budget</u> \|\|
		+
		+	\|-
		+	\|<u>Permission Template</u> \|\|
		+
		+	\|-
		+	\|<u>Sale Role</u> \|\|
		+
		+	\|-
		+	\|<u>Purchase Contract(s)</u> \|\|
		+
		+	\|}

← Versione meno recente		Versione delle 19:01, 16 feb 2016
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	Resources are a key element for the management of any project. Before starting to describe the use and configuration of them it is worth to spend a few words on the difference between a ''[[glossary\|resource]]'' and a ''[[glossary\|user]]'' in itmSUITE®. In this context, a ''[[glossary\|resource]]'' is a person involved in the activities of the ''[[glossary\|project]]'' while a ''[[glossary\|user]]'' is person enabled to access itmSUITE®. The project management module manages ''[[glossary\|resources]]'', not ''[[glossary\|users]]'', but in some cases ''[[glossary\|resources]]'' may be also ''[[glossary\|users]]''.		Resources are a key element for the management of any project. Before starting to describe the use and configuration of them it is worth to spend a few words on the difference between a ''[[glossary\|resource]]'' and a ''[[glossary\|user]]'' in itmSUITE®. In this context, a ''[[glossary\|resource]]'' is a person involved in the activities of the ''[[glossary\|project]]'' while a ''[[glossary\|user]]'' is person enabled to access itmSUITE®. The project management module manages ''[[glossary\|resources]]'', not ''[[glossary\|users]]'', but in some cases ''[[glossary\|resources]]'' may be also ''[[glossary\|users]]''.

−	This said, the ''[[glossary\|project]] <u>Resources</u> ''tab allows to assign the ''[[glossary\|resources]]'' to a ''[[glossary\|project]]''. The '''ADD NEW''' command allows to ~~do so~~. Once	+	This said, the ''[[glossary\|project]] <u>Resources</u> ''tab allows to assign the ''[[glossary\|resources]]'' to a ''[[glossary\|project]]''. The '''ADD NEW''' command allows to add them. Once added, the list of assigned ''[[lossary\|resources]]'' is editable in ''[[glossary\|grid mode]]''. The following key information about ''[[glossary\|resources]]'' can be edited in grid.