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Der Anwender kann das Projekt löschen (Abb. 65).
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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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Modul Basisdaten → Beispiel Projektbeziehungen
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Über diesen Menüpunkt kann der Anwender die Projektdaten als XML exportieren und den Link der XML Datei via E-Mail versenden (Abb. 98).
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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. Statt des Preises wird “--“ angezeigt.
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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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