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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Set and adjust calendars

In order to set and adjust calendars, you do as follows:

  1. Select the menu item Tools / Resource pool.
    The dialogue box Resource pool opens.
  2. Select the tab Calendar.

  3. In order to create a new calendar, click on the button New calendar or enter a calendar name in the column Name, which is marked with an asterisk (*).

    Note: The list of calendars shows all the calendars that have been created. Mark one of the calendars to view detailed information of make changes.

  4. In the field Week, define the working time for each of the days in a week. Intervals can be separated by using a semicolon (example: 08:00-12:00; 13:00-17:00).
  5. In the field Day define the non-working days. You can enter deviating working times for single days (such as Shrove Tuesday). Also, you can define additional working days.
  6. Mark the day in the calendar view you want to change.
  7. Select the option Default if you want to set the change made to a day to its default weekday definition.
  8. Select the option Holiday if the marked day is a holiday.
  9. Select the option After day... if the marked day should be subject to the rules of another weekday. For this, select the corresponding weekday definition from the drop down menu.

    Note: If you change the working times in the weekday definition, the working time of this day will be changed accordingly.

  10. You can select the option Exemptions to define an individual working time for the marked day.

    Note: Any changes to the working time in the weekday definition has no effects on this day.

    Note: In order to delete a calendar, click on the button Delete calendar.

  11. Click on the button OK.

Download holidays

You can download official holidays for coming years and different states from our server to you program. Accept these holodays by clicking on the button Download holidays. We recommend the following procedure:
  1. The dialogue window Download holidays appears.
  2. Select your calendar from the drop dowm menu Calendar, such as GER-all states.
  3. You can accept the holidays for the entire year by marking the check box next to the year date, such as 2010.
  4. Alternatively, you can mark only particular holidays and enter them into your calendar.
  5. Click on the button OK.

See also:


Setting and adjusting roles,
Setting and adjusting teams,
Setting and adjusting employees,
Setting and adjusting materials,
Setting and adjusting machine types,
Setting and adjusting machinery.