In der Projektansicht stehen dem Anwender im oberen Bereich unterschiedliche Aktionen zum Projekt zur Verfügung (Abb. 1).
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Über die Gruppenberechtigung und Projektphasen lässt sich steuern, welche Aktionen für einen Anwender erlaubt sind. |
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Funktion - 
Auswahl von Projekt- und Konfigurations-Schemata
Auf Projektebene hat der Anwender die Möglichkeit festzulegen, mit welchem Projekt- und Konfigurations-Schemata das Projekt kalkuliert wird. In der Standard Version kann der Anwender zwischen Standard Schemata (Projekt) und Standard Schemata (Konfigurator) auswählen (Abb. 2 [Standard]). In der Krone Version kann der Anwender im Projekt - Schemata zwischen Verkaufspreiskalkulation mit oder ohne Skonto auswählen. Im Konfigurations - Schemata kann zwischen Einkaufspreiskalkulations - Händler und Basis Partner gewählt werden (Abb. 3 [KRONE]).
Projekt bearbeiten → Projekt- und Konfigurations-Schemata
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Funktion -Archivieren des Projektes
Hier fragt das System den Anwender, ob das jeweilige Projekt archiviert bzw. wiederhergestellt werden soll (Abb. 4). Bei einem archivierten Projekt liegen nicht alle Projektdaten in den Anwendungen vor. Nur die relevanten Daten werden geladen und verarbeitet. Der Speicherplatzbedarf (bzw. das Laden und Verarbeiten der Daten) wird bei archivierten Projekten somit sehr gering gehalten.
Projekt → Projekt Archivierung
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Ist ein Projekt bereits archiviert, kann es über diesen Button wiederhergestellt werden. Es werden dann nicht mehr nur die relevanten Daten geladen und verarbeitet. |
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Funktion - Löschen des Projektes
Das ausgewählte Projekt kann gelöscht werden. Das System stellt durch eine zusätzliche Abfrage sicher, ob der Anwender das Projekt wirklich löschen möchte (Abb. 5).
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Nur ein Benutzer mit entsprechender Berechtigung kann ein Projekt löschen. |
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Nach dem Löschen ist das Projekt auch bei anderen Benutzern der SalesApp nicht mehr aufgelistet. |
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Funktion - Kopieren des Projektes
Mit diesem Button kann der Anwender eine Kopie des Projektes anlegen (Abb. 6). In einem neuen Dialog kann der Benutzer die Kopieroptionen individuell einstellen (Abb. 7). Je nach ausgewählter Kopieroptionen wird das Projekt dann kopiert.
Beispiel:
Das Projekt soll nur mit den folgenden Daten kopiert werden:
Angaben zum Händler
Angaben zum Auftraggeber
Konfigurationen inklusive Konfigurations Kalkulationen
Bezug zum Ursprungsprojekt erhalten
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Ist Projekt bearbeiten → Beziehung von Projekten |
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Bei |
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Funktion - Exportieren des Projektes
Über diesen Menüpunkt exportiert der Anwender die Projektdaten zu EasySelect (Abb. 8). Die Datei kann dann vom Anwender heruntergeladen werden und beispielsweise via E-Mail versendet werden.
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Funktion - Drucken des Projektes
Das Projekt kann über den PDF Assistent gedruckt werden (Abb. 9).
Modul → PDF Assistent - Projekt
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Funktion Aktivieren / Deaktivieren des Inkognito Modus
Eingetragene Konditionen und Zahlungsbedingungen können über den Button in der Projektansicht angezeigt (Abb. 10) oder verborgen (Abb. 11) werden. Nur die jeweiligen Titel der Zwischensummen werden angezeigt. Der Preis wird mittels “--“ übertragen.
Der Händler kann somit gemeinsam mit dem Endkunden auf die Anwendung blicken, ohne die eingetragenen Konditionen direkt darzulegen.
Projekt Kalkulation → Inkognito Modus
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Funktion Aktion wählen (Bestellen/ Weiterleiten)
Der Anwender kann über Aktion wählen den Status des Projektes ändern und z.B. das Angebot an einen Kunden abgeben (Abb. 12 [Standart]).
In der Krone Version kann der Anwender über Bestellen/ Weiterleiten u.a. das Projekt an einen ausgewählten Fachberater senden, kostenpflichtig bestellt oder das Projekt an einen Basis Partner zur Korrektur zurückgegeben werden (Abb. 13 [KRONE]).
In beiden Versionen stellt das System durch eine zusätzliche Abfrage sicher, ob der Projektstatus “Projekt an ausgewählten Fachberater senden” wirklich gesetzt werden soll (Abb. 14). Nachdem hier “Ja” ausgewählt wurde erhält man die Bestätigung “an Basis Partner weitergeleitet” (Abb. 15).
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[{"content":{"version":1,"type":"doc","content":[{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"media-card","parameters":{"id":"d16a1a9c-b895-4a79-a243-f65d92708591","type":"image/jpeg","name":"IMG_A34A97980AB6-1.jpeg","src":"https://braindata.atlassian.net/wiki/download/attachments/1759510827/IMG_A34A97980AB6-1.jpeg?version=1&modificationDate=1652730550372&cacheVersion=1&api=v2"},"localId":"bae5fa19-8389-4445-8d02-adb9438013d9"}}]},{"type":"paragraph","content":[{"type":"text","text":"Abbildung 12: Projekt Aktion wählen [Standard].","marks":[{"type":"textColor","attrs":{"color":"#97a0af"}},{"type":"subsup","attrs":{"type":"sub"}}]}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"media-card","parameters":{"id":"d578935c-6d67-4d62-8ad4-ec7061a4d834","type":"image/png","name":"IMG_0046.PNG","src":"https://braindata.atlassian.net/wiki/download/attachments/1759510827/IMG_0046.PNG?version=1&modificationDate=1650508093054&cacheVersion=1&api=v2"},"localId":"681d315f-7d07-4648-85d2-4ed1920d4579"}}]},{"type":"paragraph","content":[{"type":"text","text":"Abbildung 13: Projekt bestellen/ weiterleiten [KRONE].","marks":[{"type":"textColor","attrs":{"color":"#97a0af"}},{"type":"subsup","attrs":{"type":"sub"}}]}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"media-card","parameters":{"id":"cb37af97-fecb-41f4-8322-ac4e46de17ac","type":"image/jpeg","name":"IMG_FDD6B6837132-1.jpeg","src":"https://braindata.atlassian.net/wiki/download/attachments/1759510827/IMG_FDD6B6837132-1.jpeg?version=1&modificationDate=1652414458615&cacheVersion=1&api=v2"},"localId":"bf9d1af1-2c43-4b5d-8e86-0f063b71ff71"}}]},{"type":"paragraph","content":[{"type":"text","text":"Abbildung 14: Das Versenden des Projektstatus muss nochmal bestätigt werden [KRONE].","marks":[{"type":"textColor","attrs":{"color":"#97a0af"}},{"type":"subsup","attrs":{"type":"sub"}}]}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"media-card","parameters":{"id":"431ced91-e9bf-45dd-9cf2-352c168ea703","type":"image/jpeg","name":"IMG_233FFBCD3BFB-1.jpeg","src":"https://braindata.atlassian.net/wiki/download/attachments/1759510827/IMG_233FFBCD3BFB-1.jpeg?version=1&modificationDate=1652672029196&cacheVersion=1&api=v2"},"localId":"32e3bf7a-5828-4e3b-b3ef-2509787d7ffc"}}]},{"type":"paragraph","content":[{"type":"text","text":"Abbildung 15: Versandbestätigung - das Projekt erhält den Status “an Basis Partner weitergeleitet” [KRONE].","marks":[{"type":"textColor","attrs":{"color":"#97a0af"}},{"type":"subsup","attrs":{"type":"sub"}}]}]}]},"id":"ba173ba9-f0eb-4fde-a445-b703a9e4c50a","label":"SalesApp","type":"tab"},{"content":{"version":1,"type":"doc","content":[{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"media-card","parameters":{"id":"e64bb0dc-026c-44b6-889b-dff2e8f227f3","type":"image/png","name":"Bildschirmfoto 2022-05-16 um 21.50.59.png","src":"https://braindata.atlassian.net/wiki/download/attachments/1759510827/Bildschirmfoto%202022-05-16%20um%2021.50.59.png?version=1&modificationDate=1652730729742&cacheVersion=1&api=v2"},"localId":"35b3d0c8-f13f-41bc-b3aa-6e05dedbaff1"}}]},{"type":"paragraph","content":[{"type":"text","text":"Abbildung 12: Projekt Aktion wählen [Standard].","marks":[{"type":"textColor","attrs":{"color":"#97a0af"}},{"type":"subsup","attrs":{"type":"sub"}}]}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"media-card","parameters":{"id":"2d0f2f90-e1d8-4b83-a9b0-cd5a5954c5f1","type":"image/png","name":"Bildschirmfoto 2022-04-21 um 04.27.26.png","src":"https://braindata.atlassian.net/wiki/download/attachments/1759510827/Bildschirmfoto%202022-04-21%20um%2004.27.26.png?version=1&modificationDate=1650508121087&cacheVersion=1&api=v2"},"localId":"0c05d10b-8ce3-4877-a805-fb6015d1d3e4"}}]},{"type":"paragraph","content":[{"type":"text","text":"Abbildung 13: Projekt bestellen/ weiterleiten [KRONE].","marks":[{"type":"textColor","attrs":{"color":"#97a0af"}},{"type":"subsup","attrs":{"type":"sub"}}]}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"media-card","parameters":{"id":"6b844762-27b0-41e9-94e4-1ccaa99d5fe3","type":"image/png","name":"Bildschirmfoto 2022-05-13 um 05.54.23.png","src":"https://braindata.atlassian.net/wiki/download/attachments/1759510827/Bildschirmfoto%202022-05-13%20um%2005.54.23.png?version=1&modificationDate=1652414510270&cacheVersion=1&api=v2"},"localId":"3a75314f-8ce2-44be-bd95-14a658c9cab2"}}]},{"type":"paragraph","content":[{"type":"text","text":"Abbildung 14: Das Versenden des Projektstatus muss nochmal bestätigt werden [KRONE].","marks":[{"type":"textColor","attrs":{"color":"#97a0af"}},{"type":"subsup","attrs":{"type":"sub"}}]}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"media-card","parameters":{"id":"0bc37286-9421-4638-a1b3-bf9aeca1d5f6","type":"image/png","name":"Bildschirmfoto 2022-05-16 um 05.20.06.png","src":"https://braindata.atlassian.net/wiki/download/attachments/1759510827/Bildschirmfoto%202022-05-16%20um%2005.20.06.png?version=1&modificationDate=1652672457366&cacheVersion=1&api=v2"},"localId":"3d010c75-9330-461e-92b4-417b23c8bc43"}}]},{"type":"paragraph","content":[{"type":"text","text":"Abbildung 15: Versandbestätigung - das Projekt erhält den Status “an Basis Partner weitergeleitet” [KRONE].","marks":[{"type":"textColor","attrs":{"color":"#97a0af"}},{"type":"subsup","attrs":{"type":"sub"}}]}]}]},"id":"62399c89-5f99-4c40-b1bc-17d9274d0784","label":"WebApp","type":"tab"}] |