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Pflichtfelder
Um ein Projekt zu speichern, muss der Anwender alle Pflichtfelder ausfüllen (Abb. 3).
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Projekt speichern und OD-Nummer
Beim Speichern werden die Projektdaten an das Backend (PIA) gesendet. Dort wird dem dem Projekt eine eindeutige ID (OD-Nummer) zugewiesen, unter der das Projekt auffindbar ist (Abb. 4)
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Projekt Historie
Um sich die Projekthistorie anzuschauen, klickt der Anwender auf das Uhren Symbol neben der OD-Nummer.
Modul → Projekt Historie
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Reiter 1 (Abwicklung)
Im ersten Reiter finden sich die relevanten Projektinformationen.
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Die folgenden Elemente sind Beispiele. Inhalt und Reihenfolge der Felder und Reiter ist abhängig von den Einstellungen des Herstellers. |
Projektbeziehungen
Wird ein Projekt kopiert, wird die Beziehung zwischen Original und kopiertem Objekt im Feld “Projektbeziehung” in einer Baumstruktur dargestellt.
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Statuseinträge
Modul Projekte → Workflow Status (Aktion wählen)
Berechtigte
Modul → Projekt Berechtigte
Zahlungsbedingungen
Der Anwender wählt aus der Liste der Zahlungsbedingungen eine aus (Abb.8).
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Reiter 2 (Verlauf)
Im zweiten Reiter finden sich weitere Projektoptionen (Abb. 9). Auch hier variieren die Angaben, die hinterlegt werden können, abhängig von den Einstellungen des Herstellers.
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Projektoption - Grund für Auftragsverlust / Auftragsgewinn
Der Anwender kann den Grund für den Auftragsverlust oder- gewinn aus einem Drop-Down Menü auswählen (Abb. 10).
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Reiter 3 - Kommentare
Im dritten Reiter findet sich eine Kommentarfunktion (Abb.11).
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