In der Projektansicht stehen dem Anwender im oberen Bereich unterschiedliche Funktionen zum Projekt zur Verfügung (Abb. 1).
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Abhängig von der Berechtigung und dem Status lässt sich steuern, welche Aktionen für einen Anwender erlaubt sind. |
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Funktion - 
Auswahl von Projekt- und Konfigurations-Schemata
Der Anwender kann auf Ebene des Projektes und auf Ebene der Konfiguration ein Kalkulationsschema auswählen. Abhängig davon, mit welcher Gruppe der Anwender aktiv ist, stehen verschiedene Schemata zur Auswahl.
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Die Kalkulationschemata können im Backend (PIA) verwaltet und verschiedenen Gruppen zugeordnet werden. |
Modul Kalkulation → Auswahl Kalkulationsschema
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Funktion -Archivieren oder Wiederherstellen des Projektes
Der Anwender kann das Projekt archivieren (Abb. 3) bzw. wiederherstellen (Abb.4).
Modul → Projekt Archivierung
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Funktion - Löschen des Projektes
Der Anwender kann das Projekt löschen (Abb. 6).
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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 in der SalesApp nicht mehr sichtbar, kann im Backend (PIA) jedoch wiederhergestellt werden. |
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Funktion - Kopieren des Projektes
Der Anwender kann eine Kopie des Projektes erstellen (Abb. 7) und in den Kopieroptionen einstellen, welche Daten kopiert werden sollen. (Abb. 8).
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Ist |
Modul Basisdaten → Beispiel Projektbeziehungen
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Funktion - Exportieren des Projektes
Über diesen Menüpunkt kann der Anwender die Projektdaten als XML exportieren und den Link der XML Datei via E-Mail versenden (Abb. 9).
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Funktion - Drucken des Projektes
Über das Drucker Icon kann der Anwender das Projekt kann über den PDF Assistent drucken (Abb. 10).
Modul Dokument Erzeugung → 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. 11) oder verborgen (Abb. 12) werden. Nur die jeweiligen Titel der Zwischensummen werden angezeigt. Statt des Preises wird “--“ angezeigt.
Der Händler kann somit gemeinsam mit dem Endkunden auf die Anwendung blicken, ohne die eingetragenen Konditionen direkt darzulegen.
Modul Projekt Kalkulation → Inkognito Modus
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Funktion - “Aktion wählen” (“Bestellen / Weiterleiten”)
Der Anwender kann über “Aktion wählen” (Abb. 13 ) bzw. “Bestellen/ Weiterleiten” (Abb. 14, Version KRONE) den Status des Projektes ändern.
In beiden Versionen stellt das System durch eine zusätzliche Abfrage sicher, dass der Projektstatus “Projekt an ausgewählten Fachberater senden” wirklich gesetzt (Abb. 15 ) werden soll und der Anwender erhält eine Bestätigung über den E-Mail Versand (Abb. 16).
Modul Projekte → Projekt Workflow
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