Differenze tra le versioni di "Project configuration steps - Master data"

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| '''''General/Projects/Activity Statuses''''' || This function enables to manage the possible statuses of  ''[[glossary|project activities]]''.   
 
| '''''General/Projects/Activity Statuses''''' || This function enables to manage the possible statuses of  ''[[glossary|project activities]]''.   
||The status may  influence the possibility of entering ''[[glossary|timesheets]]'' on  ''[[glossary|project activities]]''. This is set through the <u>Disable for TS</u> parameter (if set, no ''[[glossary|timesheet]]'' can be entered).
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||The status may  influence the possibility of entering ''[[glossary|timesheets]]'' on  ''[[glossary|project activities]]''. This is set through the <u>Disable for TS</u> parameter (if set, no ''[[glossary|timesheet]]'' can be entered for ''[[glossary|project activities]]'' in this status).
  
 
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| '''''General/Projects/Activity Types''''' || This information defines the type of a ''[[glossary|project activity]]'' (e.g. "Analysis", "Implementation", "Test").
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| '''''General/Projects/Activity Types''''' || This function enables to define the possible types for a ''[[glossary|project activity]]'' (e.g. "Analysis", "Implementation", "Test").
 
||The categorization may be used to highlight, sort, filter ''[[glossary|project activities]]''.
 
||The categorization may be used to highlight, sort, filter ''[[glossary|project activities]]''.
  
 
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| '''''General/Projects/Cost Occurrences Categories''''' || This information defines the types of ''[[glossary|cost occurrences]]'' available (e.g. "HW", "SW", "Services", etc.).  
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| '''''General/Projects/Cost Occurrences Categories''''' || This function enables to defines the possible types for a ''[[glossary|cost occurrence]]'' (e.g. "HW", "SW", "Services", etc.).  
 
||The categorization may be used to highlight, sort, filter ''[[glossary|cost occurrences]]''. However, it has to be noted that budgeting ''[[glossary|cost occurrences]]'' in ''[[glossary|estimations]]'' is done based on these categories (e.g. "100" for "HW").
 
||The categorization may be used to highlight, sort, filter ''[[glossary|cost occurrences]]''. However, it has to be noted that budgeting ''[[glossary|cost occurrences]]'' in ''[[glossary|estimations]]'' is done based on these categories (e.g. "100" for "HW").
  
 
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| '''''General/Projects/Issue Priorities''''' || This attribute is used to categorize ''[[glossary|project issues]]'' priority (e.g. "Low", "Medium", "High").  
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| '''''General/Projects/Issue Priorities''''' || This function enables to define the possible priorities for a ''[[glossary|project issue]]'' (e.g. "Low", "Medium", "High").  
 
||The categorization may be used to highlight, sort, filter ''[[glossary|project issues]]''.
 
||The categorization may be used to highlight, sort, filter ''[[glossary|project issues]]''.
  

Versione delle 21:14, 3 feb 2016

Projects use some specific master data which can be found managed in General/Projects.

Therefore, it is recommended to setup theses data before starting to work on projects.

Field Purpose Comments
General/Projects/Activity Priorities This function enables to manage the prioritization attribute, which is used to categorize the project activity priority (e.g. "Low", "Medium" and "High"). The categorization may be used to highlight, sort, filter, project activities.
General/Projects/Activity Statuses This function enables to manage the possible statuses of project activities. The status may influence the possibility of entering timesheets on project activities. This is set through the Disable for TS parameter (if set, no timesheet can be entered for project activities in this status).
General/Projects/Activity Types This function enables to define the possible types for a project activity (e.g. "Analysis", "Implementation", "Test"). The categorization may be used to highlight, sort, filter project activities.
General/Projects/Cost Occurrences Categories This function enables to defines the possible types for a cost occurrence (e.g. "HW", "SW", "Services", etc.). The categorization may be used to highlight, sort, filter cost occurrences. However, it has to be noted that budgeting cost occurrences in estimations is done based on these categories (e.g. "100" for "HW").
General/Projects/Issue Priorities This function enables to define the possible priorities for a project issue (e.g. "Low", "Medium", "High"). The categorization may be used to highlight, sort, filter project issues.
General/Projects/Risk Proximity This attribute is used to categorize project risks proximity (e.g. "Immediate", "Soon (months)", "Late (year)"). The categorization may be use to highlight, sort, filter project risks.
General/Projects/Issue Subjects This is a classification attribute. It allows to define the topics to which a project issue may be related. The categorization may be used to highlight, sort, filter project issues.
General/Projects/Milestones This attribute is use to manage project milestones (e.g.
General/Projects/Project Types
General/Projects/Project Classes
General/Projects/Semaphores
General/Projects/Categorization
General/Projects/Deliverable Impact