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In der Projektansicht stehen dem Anwender im oberen Bereich unterschiedliche Funktionen zum Projekt zur Verfügung (Abb. 1).
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Über die Gruppenberechtigung und Projektphasen Abhängig von der Berechtigung und dem Status lässt sich steuern, welche Aktionen für einen Anwender erlaubt sind. |
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Der Anwender kann auf Ebene des Projektes und auf Ebene der Konfiguration das ein Kalkulationsschema auswählen. Abhängig davon, mit welcher Gruppe der Anwender eingeloggt aktiv ist, stehen verschiedene Schemata zur Auswahl.
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Die Kalkulationschemata können im Backend (PIA) verwaltet und verschiedenen Gruppen zugeordnet werden. |
Projekt bearbeiten → Projekt- und Konfigurations-SchemataModul Kalkulation → Auswahl Kalkulationsschema
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Der Anwender kann das Projekt archivieren (Abb. 3) bzw. wiederherstellen (Abb.4).
Projekt Modul → Projekt Archivierung
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Der Anwender kann das Projekt löschen (Abb. 6). Das Projekt
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Nur ein Benutzer mit entsprechender Berechtigung kann ein Projekt löschen. |
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Modul Basisdaten → Beispiel Projektbeziehungen
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Funktion - Exportieren des Projektes
Über diesen Menüpunkt exportiert kann der Anwender die Projektdaten zu EasySelect als XML exportieren und den Link der XML Datei via E-Mail versenden (Abb. 9). Die Datei kann dann vom Anwender heruntergeladen werden und beispielsweise via E-Mail versendet werden.
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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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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. Der Preis Statt des Preises wird mittels “--“ übertragenangezeigt.
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 -
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“Aktion wählen” (
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“Bestellen /
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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).
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Modul Projekte → Projekt Workflow
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