Contents

Introduction

Working in networks

Create project

Create new 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

Create user-defined fields

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

Enter activitiy properties

Define general activity properties

Assign employees

Allocate material

Allocate machine types

Allocate machinery

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 as template

Import from MS Project XML

Import text file CSV format

Export to MS Excel

Project portfolio

New project portfolio

Open a project portfolio

Cross-project links

Project view

Variance analysis

Network diagram

Gantt networt chart

Resource histogram

Project-specific role usage

Project-specific team 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

Additional resource diagram

Additional cost chart

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

Generate report

Reports available for project schedule

Reports available for project resources

Reports available for resource pool

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

Rillsoft Project Online Help

Filter

You can use the filter to define the information you want to have on display in the diagrams.
The following filters are available:

Project / subproject
Reporting period filter
Show only overloaded resources
Offer only used resources for selection
Role filter
Team filter
Employee filter
Material filter
Machine type filter
Machinery filter

Determine filters

In the menu Project, select Filter and click on the icon button Filter in the Project bar.
Mark the according check box.
Select the required resource from the drop down menu.
Click on the button OK.

Project / subproject filter

Displays information about activities and resources for specific subprojects only.
You can set the reporting period filter in all views.

Reporting period filter

Displays information about activities and resources for specific periods of time only.
You can set the reporting period filter with the mouse by pressing the left button and selecting a start date and finish date from the .
You can set the reporting period filter in all views except the Variance analysis and the Network diagram.

Show overloaded resources

The filter helps detect overloaded resources. You can use it in the views Employee utilization and Machinery.

Offer used resources for selection

If this check box is not marked, all resources in the resource pool will be available for selection. The activation of this filter makes only those resources available for selection that have already been used in this subproject / project.
This filter can be set in the views Role utilization, Team utilization, Employee utilization, Capacity alignment personnel, Material, Machine types, Machinery and Capacity alignment machinery.

Role filter

If resources are assigned to activities in the form of roles or employees, they can be included in the role filter.
You can set the role filter in the Bar diagram, Bar-network diagram, Resource diagram, Role utilization and Break-even chart.

Team filter

If resources are assigned to activities in the form of teams, they can be included in the team filter.
You can set the team filter in the Bar diagram, Bar-network diagram, Resource diagram, Team utilization and Break-even chart.

Employee filter

If resources are assigned to activities in the form of employees, they can be included in the employee filter.
You can set the employee filter in the Bar diagram, Bar-network diagram, Resource diagram, Employee utilization and Break-even chart.

Material filter

If resources are allocated to activities in the form of materials, they can be included in the material filter.
You can set the material filter in the Bar diagram, Bar-network diagram, Resource diagram, Material requirements and Break-even chart.

Machine type filter

If resources are allocated to activities in the form of machine types, they can be included in the machine type filter.
You can set the machine type filter in the Bar diagram, Bar-network diagram, Resource diagram, Machine types and Break-even chart.

Machinery filter

If resources are allocated to activities in the form of machines, they can be included in the machinery filter.
You can set the machinery filter in the Bar diagram, Bar-network diagram, Resource diagram, Machinery and Break-even chart.