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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Project controlling

Project controlling consists of the following:

  • Entering information regarding the project progress
  • Determining effective dates
  • Analysing ongoing and yet-to-begin activities


Enter information about the project progress

The updating of information about a selected activity can be accomplished by entering the activity's percentage of completion at regular intervals.

In order to enter the activity's percentage of completion, do as follows:

  1. Mark the activity you want to enter in the diagram.
  2. Activate the tab General in the window Activity properties.
  3. Enter the percentage into the field Completed.
  4. Click on the button OK.

Alternative 1: You can enter the percentage of completion in the context menu of the activity.

Alternative 2: You can enter the percentage of completion in the table of the bar diagram in the columns Quantity, Effort and Duration below Completed.

Note: If there is a number of activities linked as Finish-Start, and if the successor has more than 0% in the field Completed, its predecessor is set automatically to the value 100%.

Determine effective date

An effective date is the point in time at which the percentages were last entered. An effective date is determined by means of a check mark (a small triangle in the upper part of the timescale).

Example: Bar diagram with determined effective date and percentages (black bar in activities).



Analysis of ongoing and yet-to-begin activities

If you have entered the percentage for the selected activity and determined the check time, you have updated the information about the progress of the project. You can view the project information by clicking on the blank space in the window of the main project.

  • Finished - Number of finished activities.
  • Started - Number of already started activities.
  • Yet-to-begin - Number of activities that have not yet started.
  • All - Number of all activities.
  • Reserve - Difference in time between the finish date of the latest activity and the deadline of the project.
  • Completed - Percentage of the project's progress (is calculated by means of the duration of the activities only).
  • Ongoing and yet-to-begin activities - This list shows detailed information about activities that have just started or are ready to be started.
    The column Difference shows the variance between the actual progress of activities and at that time and the effective date (negative difference: delay / backlog, positive difference: gain of time).