Contents 

Impressum
Introduction
Working in networks
Create project
Create new project
Open project
New project from template
Define project properties
Preferred teams
Define machine types that can be shared
Define machinery that can be shared
Define header and footer
Define format
Create user-defined fields
External links
Enter notes & links
Project overview
View favourites in the project
Portfolio overview
Create activities
Edit activities
Delete activities
Working with activity and subproject tables
Link activities
Edit link
Delete link
Enter activitiy properties
Define general activity properties
Assign roles
Assign teams
Assign employees
Allocate material
Allocate machine types
Allocate machinery
Check links
Define format
Fill in user-defined fields
Enter notes & links
Split activities
Split activities into places / rooms
Create subprojects
Insert subprojects from file
Edit subprojects
Delete subprojects
Enter subproject properties
Assign activities to subprojects
Take over start and finish dates of a project from activities
Identify roles from the assignation of employees
Identify machine types from machine allocation
Improve presentation of the project
Optimise a project
Assign employees to activities
Save project
Save project as template
Import
Import from MS Project XML
Import text file CSV format
Export
MS Project XML
Export to MS Excel
Project portfolio
New project portfolio
Open a project portfolio
Cross-project links
Project view
Gantt chat
Variance analysis
Network diagram
Gantt networt chart
Resource histogram
Role usage
Project-specific role usage
Team usage
Project-specific team usage
Employee usage
Project-specific employee usage
Human Resource Capacity Leveling
Project-specific Human Resource Capacity Leveling
Human Resource Capacity Levelingl with additional resource diagram
Material requirement
Project-specific material requirement
Machine types Usage
Project-specific machine types
Machinery Usage
Project-specific machinery
Capacity alignment machines
Project-specific capacity alignment machines
Capacity alignment for machines with additional resource diagram
Cost chart
Additional resource diagram
Additional cost chart
Filter
Project controlling
Add baseline
Delete baselines
Variance analysis
Control of project financing
Project management
Identify resources
Create new resource pool file
Select other resource pool
Set and adjust calendars
Set and adjust roles
Set and adjust teams
Set and adjust employees
Set and adjust materials
Set and adjust machine types
Set and adjust machinery
Set and adjust project categories
Set and adjust project status
Resource allocation
Assign activities to a role in the view Role utilization
Assign activities to a team in the view Team utilization
Assign activities to an employee in the Capacity alignment personnel
Assign activities to an employee in the view Employee utilization
Assign activities to a material in the view Material requirements
Assign activities to a machine type in Machine type utilization
Assign activities to machines in the view Machine utilization
Assign resources to activities
Assign employees to activities
Identify roles from the assignation of employees
Identify machine types from machine allocation
Optimise a project
XML
Reporting
Generate report
Edit report
Reports available for project schedule
Reports available for project resources
Reports available for resource pool
Printing
Print preview
Print view
Print report
Appendix
Appendix A: Shift to resource pool
Manual selection of calendar
Manual selection of roles
Manual selection of teams
Manual selection of employees
Manual selection of materials
Manual selection of machine types
Manual selection of machinery
Manual selection of project category
Manual selection of project status
Appendix B: Adjustments of the program environment
Adjusting default parameter
Adjusting the size of the different objects
Adjusting the font of the different objects
Adjusting the colour of the different objects
Adjusting the line type of the different objects
Adjusting the XML settings for the presentation of the project in the internet/intranet
Adjusting the SOAP settings for the Rillsoft Integration Server (RIS)
Adjusting the directories for reports, projects and templates
Adjusting the views and several object properties
Appendix C: Report structure
Shape structure
Table structure
Tables for project schedules
Tables for project resources
Tables for resource pool
Variables

Rillsoft Project Online Help

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Cross-project links

In the portfolio you can link several projects with each other.
Important! This function is only included in Rillsoft Project with RIS (Rillsoft Integration Server) and links can only be edited in the portfolio.

In cross-project links, succeeding activities are not automatically shifted, but the program sets negative intervals instead.
By help of the menu item Project/Cross-project links, you can check these links and obtain detailed information about them, such as occuring delays.
You can choose whether you want to accept only single or all of the changes you have made to these settings.

The following information and options are available:

Shift The calculated delay will be compensated by the approved delay when you click on the check box.
Outgoing project / activity Displays outgoing projects/activities.
Incoming project / activity Displays incoming projects/activities.
Start Shows, where a link starts.
Finish Shows, where a link ends.
Reserve Shows the interval between the outgoing and incoming positions in absolute time.
Delay, Release Displays the value of the released interval.
Delay, Calculation Displays the value of the calculated interval.

Red colouring signals that there is a discrepany between the released and the calculated delay.

Set to automatic

Click this button if all calculated delays should be automatically aligned with the released delays.

Types of links

The following link types are at your disposal:

Finish-Start the "from" activity must finish before the "to" activity can start
Start-Start the "from" activity must start before the "to" activity can start
Finish-Finish the "from" activity must finish before the "to" activity can finish
Start-Finish the "from" activity must start before the "to" activity can finish

You can unhide the Properties window of a link by doubleclicking on any link.

Intervals

Intervals can be defined in Project properties in relation to the time unit of the duration (such as hours or days).
Intervals can only be defined in absolute time (estimated duration including non-working time, such as: 10 hours or 2 days).
Intervals can have

  1. positive (such as: + 2 hours) or
  2. negative (such as: - 50% = overlapping)
signs.

Highlight link

Links can be highlighted by means of colour or boldface.

Create cross-project link

New, cross-project links can be created with Rillsoft Project with RIS in the portfolio only.
In order to create a new cross-project link, do as follows:

  1. Choose the link type via the appropriate icon buttons in the tool bar.
  2. Desribe a connection by drawing your mouse from one activity of a project to another activity from another project.
  3. Choose the interval type for the link in the Properties window.
  4. If wished, enter the delay (positive or negative) by which you want to delay the "to" acticity depending on the selected type of link. If you have entered a delay, click on the button OK.

Alternatively: You can link activities in the diagrams via the context menu.