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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Adjusting default parameter

  • Field Default parameter for new activity
    • Fixed duration - Choose this option to calculate the effort for the activity and the resource utilization, with the duration of the activity remaining unchanged, if possible.
      You should choose this option if you do the scheduling on the basis of the known duration of the activity. The labour effort of the resources would then be automatically calculated.
    • Fixed effort - Choose this option to calculate the duration of the activity and the resource utilization, with the effort remaining unchanged.
      You should choose this option if you do the scheduling on the basis of the known activity effort for activity roles. The activity duration would then be automatically calculated.
    • Duration - Enter the default value for new activities.
    • Disregard team calendar and employee calendar - Mark this check box if the team calendar and employee calendar should not be regarded in new activities.
    • Start of activity only at first shift - Mark this check box if the start of activity is permitted to begin only at the first shift.
    Field Identify activities / subprojects through
    • Unique number - Choose this option if the activities and subprojects should be identified through a unique number.
    • WBS code - Choose this option if the activities and subprojects should be identified through a sequential number.
  • Unhide help - Mark this check box to unhide the help desk for all objects.
  • Shift deadline to current date - Mark this check box to have the deadline automatically set to the current date when opening the project.
  • Calculation of the contingency reserve - Mark this check box to have the contingency reserves of activities automativally calculated when making changes to the projects. If this option is deactivated, the earliest or latest possible start or finish of activity can not be displayed in the activity table.
  • Field Resource diagram
    • Label - Mark this check box to attach the currrent value to the resource bars in the resource diagram.
    • Show details - Mark this check box to show the resource utilization in the resource diagram per hour.
  • Auto restore - Enter the interval for the project backup into this field.
  • Undo depth - Enter the number of processing steps you want to permit to be undone at the maximum.
  • Currency - Enter the currency code into this field.
  • Links as straight lines - Mark this check box to show the links between activities as straight lines.
  • Adjust to grid - Mark this check box to adjust activities and subprojects to the grid.
  • Show weekend - Mark this check box to show weekends and holidays in the diagrams.
  • Show non-working days - Mark this check box to show non-working days (sickness/holidays) in the diagrams.

See also:

Appendix B: Adjustments of the program environment,
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.