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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. 65). Das Projekt

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Nur ein Benutzer mit entsprechender Berechtigung kann ein Projekt löschen.

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Der Anwender kann eine Kopie des Projektes erstellen (Abb. 76) und in den Kopieroptionen einstellen, welche Daten kopiert werden sollen. (Abb. 87).

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Ist Bezug zum Ursprungsprojekt erhalten Kopie ausgewählt, wird die Beziehung der Projekte im Backend (PIA) und in den Anwendungen angezeigt.

Modul Basisdaten → Beispiel Projektbeziehungen

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Ist Stammdaten übernehmen ausgewählt, werden die Informationen aus der Projektabwicklung und aus dem Projektverlauf kopiert.

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Funktion - (blue star) Exportieren des Projektes

Über diesen Menüpunkt exportiert kann der Anwender die Projektdaten zu EasySelect (Abb. 9). Die Datei kann dann vom Anwender heruntergeladen werden und beispielsweise als XML exportieren und den Link der XML Datei via E-Mail versendet werdenversenden (Abb. 8).

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Über das Drucker Icon kann der Anwender das Projekt kann über den PDF Assistent drucken (Abb. 109).

Modul Dokument Erzeugung → PDF Assistent - Projekt

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Eingetragene Konditionen und Zahlungsbedingungen können über den Button in der Projektansicht angezeigt (Abb. 1110) oder verborgen (Abb. 1211) 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 12) bzw. “Bestellen/ Weiterleiten” (Abb. 1413, 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 14) werden soll und der Anwender erhält eine Bestätigung über den E-Mail Versand (Abb. 1615).

...

Modul Projekte → Projekt Workflow

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