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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.

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Reiter 1 (Abwicklung)

Im ersten Reiter finden sich die relevanten Projektinformationen.

Info

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

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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