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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Network diagram

Application of the network diagram:

  • Visualisation of the technological structure of the project.

You can use the network diagram to do the following:

  • Create and edit activities.
  • Link activities.
  • Create and edit subprojects.

Context menu in the view Network diagram

For the table of activities

Once you have marked an activity, you can do as follows:

  • Cut – cut the marked activity
  • Copy – copy the marked activity
  • Fit "from" activities to the latest possible start dates – shift all activities that are scheduled for an earlier time than the marked activity to the latest possible start date
  • Fit "to" activities to the earliest possible start dates – shift all activities that are scheduled for a later time than the marked activity to the earliest possible start date
  • Shift into subproject – shift the marked activity into a subproject
  • Shift from subproject – shift the marked activity from a subproject
  • Completed – enter the percentage of completion of a marked activity
  • Split – split the marked activity into several activities
  • Remove from incompatible activity group - Removes the marked activity from the incompatible activity group link.
  • Delete – delete the marked activity
  • Properties – view the window Properties of the marked activity

With a marked subproject, you can do the following activities:

  • Cut – cuts the marked subproject
  • Copy – copies the marked subproject
  • Shift into a subproject – subordinate the marked subproject to another subproject
  • Shift from a subproject – shift the marked subproject from another subproject
  • Split activities into places/rooms – several activities, which are displayed only as a common output, as would be the case with imported GAEB files, can be split along any criteria, so as to allow for the creation of appropriate subprojects
  • Assign employees to activities – assigns selected employees to selected activities
  • Reassign employees from activities – reassigns selected employees from selected activities
  • Set earliest possible start dates – This command is active only for subprojects with fixed start and finish dates and shifts all activities in the subproject to the earliest possible start dates.
  • Set latest possible start dates – This command is active only for subprojects with fixed start and finish dates and shifts all activities in the subproject to the latest possible start dates.
  • Shift delayed activities to deadline – If the project controlling detects that activities are still not 100% complete and they are still not due, you can shift these activities to the deadline and so update the project's status.
  • Optimise resource utilization – most effective distribution of resources, so as to prevent from utilization excess and shortfall within the defined period
  • Delete – deletes the marked subproject
  • Properties – views the window Properties of the marked subproject

For the diagram field

In the diagram field, you can mark an activity / subproject and do the following:

  • Expand/collapse all subprojects – Depending on the preferred view, you can expand/collapse all subprojects.
  • New activity - creates a new activity at the position pointed to by the cursor
  • New subproject - creates a new subproject at the position pointed to by the cursor
  • New subproject from file - inserts an already stored subproject of this project at the position pointed to by the cursor
  • New link finish-start – sets a new finish-start link between activities
  • New link finish-start without delay – sets a new finish-start link without delay between activities
  • New link start-start – sets a new start-start link between activities
  • New link finish-finish – sets a new finish-finish link between activities
  • New link start-finish – sets a new start-finish link between activities
  • New incompatible activity group – sets a new incompatible activity group link between activities
  • Insert – inserts marked acrtivities / subprojects into a project
  • Mark all – marks all activities and subprojects: If activities are subordinated to a subproject, only the subproject will be marked in the diagram.
  • Search – searches for an activity or subproject within a project: If you simply enter the first letters of the activity or subproject name into the open window, the searched activity will be marked in the search list.
  • Additional resource diagram – You can view an additional resource diagram in the lower area of the bar diagram.
  • Additional break-even chart – You can view an additional break-even chart in the lower area of the bar diagram.