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

Tables for project schedules

The file directory (…Rillsoft Project/Reports/Scheduler/…lst)

You can view the structure of the report in the menu item View / Window / Table structure.

Example of the report's structure for the general project schedule report.

1	Subproject	Projects, subprojects
2	Task	Activities
3	TaskEmployeeRole	Resource roles
4	TaskTeam	Resource teams
5	TaskEmployee	Employees
6	TaskMaterial	Materials
7	TaskMachineRole	Machine types
8	TaskMachine	Machinery

In this, the Subproject table is a higher-ranking table and other tables may be added as lower ranking ones.

Subproject

1	Id	TEXT	ID Number
2	LevelFact	NUMERIC	Structure depth
3	LevelPlan	NUMERIC
4	Name	TEXT	Name
5	Code	TEXT	Code
6	CalendarFact	TEXT	Assigned calendars
7	CalendarPlan	TEXT
8	CategoryFact	TEXT	Category
9	CategoryPlan	TEXT
10	StatusFact	TEXT	Status
11	StatusPlan	TEXT
12	LabourIntensityFact	NUMERIC	Effort
13	LabourIntensityPlan	NUMERIC
14	LabourIntensityDoneFact	NUMERIC	Completed effort
15	LabourIntensityDonePlan	NUMERIC
16	LabourIntensityUnDoneFact	NUMERIC	Open effort
17	LabourIntensityUnDonePlan	NUMERIC
18	DurationFact	NUMERIC	Duration
19	DurationPlan	NUMERIC
20	StartFact	Date	Start
21	StartPlan	Date
22	FinishFact	Date	Finish
23	FinishPlan	Date
24	ReserveStartFact	Date	Latest possible start
25	ReserveStartPlan	Date
26	ReserveFinishFact	Date	Latest possible finish
27	ReserveFinishPlan	Date
28	DiffReserveStartFact	NUMERIC	Possible time buffer before start
29	DiffReserveStartPlan	NUMERIC
30	DiffReserveFinishFact	NUMERIC	Possible time buffer before finish
31	DiffReserveFinishPlan	NUMERIC
32	ExtraCostFact	NUMERIC	Fixed costs
33	ExtraCostPlan	NUMERIC
34	PersonCostFact	NUMERIC	Personnel costs
35	PersonCostPlan	NUMERIC
36	PriorityFact	NUMERIC	Priority
37	PriorityPlan	NUMERIC
38	MaterialCostFact	NUMERIC	Material costs
39	MaterialCostPlan	NUMERIC
40	MachineCostFact	NUMERIC	Machine type costs
41	MachineCostPlan	NUMERIC
42	TotalCostFact	NUMERIC	Shared costs
43	TotalCostPlan	NUMERIC
44	NotesFact	TEXT	Notes
45	NotesPlan	TEXT
46	UserField1Fact	TEXT	User-defined fields
47	UserField1Plan	TEXT

Task

1	Id	TEXT	ID Number
2	LevelFact	NUMERIC	Structure depth
3	LevelPlan	NUMERIC
4	Name	TEXT	Name
5	Code	TEXT	Code
6	CalendarFact	TEXT	Assigned calendars
7	CalendarPlan	TEXT
8	CategoryFact	TEXT	Category
9	CategoryPlan	TEXT
10	CountEmployeeFact	NUMERIC	Number of assigned employees
11	CountEmployeePlan	NUMERIC
12	CountEmployeeRoleFact	NUMERIC	Number of assigned roles
13	CountEmployeeRolePlan	NUMERIC
14	CountMachineFact	NUMERIC	Number of allocated machines
15	CountMachinePlan	NUMERIC
16	CountMachineRoleFact	NUMERIC	Number of allocated machine types
17	CountMachineRolePlan	NUMERIC
18	CountMaterialFact	NUMERIC	Number of allocated materials
19	CountMaterialPlan	NUMERIC
20	CountTeamFact	NUMERIC	Number of assigned teams
21	CountTeamPlan	NUMERIC
22	StatusFact	TEXT	Status
23	StatusPlan	TEXT
24	LabourIntensityFact	NUMERIC	Effort
25	LabourIntensityPlan	NUMERIC
26	LabourIntensityDoneFact	NUMERIC	Completed effort
27	LabourIntensityDonePlan	NUMERIC
28	LabourIntensityUnDoneFact	NUMERIC	Open effort
29	LabourIntensityUnDonePlan	NUMERIC
30	DurationFact	NUMERIC	Duration
31	DurationPlan	NUMERIC
32	DurationDoneFact	NUMERIC	Completed duration
33	DurationDonePlan	NUMERIC
34	DurationUnDoneFact	NUMERIC	Open duration
35	DurationUnDonePlan	NUMERIC
36	StartFact	Date	Start
37	StartPlan	Date
38	FinishFact	Date	Finish
39	FinishPlan	Date
40	ReserveStartFact	Date	Latest possible start
41	ReserveStartPlan	Date
42	ReserveFinishFact	Date	Latest possible finish
43	ReserveFinishPlan	Date
44	DiffReserveStartFact	NUMERIC	Possible time buffer before start
45	DiffReserveStartPlan	NUMERIC
46	DiffReserveFinishFact	NUMERIC	Possible time buffer before finish
47	DiffReserveFinishPlan	NUMERIC
48	ExtraCostFact	NUMERIC	Fixed costs
49	ExtraCostPlan	NUMERIC
50	PersonCostFact	NUMERIC	Personnel costs
51	PersonCostPlan	NUMERIC
52	PersonalTypFact	NUMERIC	Which personnel resource is assigned
53	PersonalTypPlan	NUMERIC
54	PhysicalVolumenMetricFact	TEXT	Measurement unit of the labour output
55	PhysicalVolumenMetricPlan	TEXT
56	PhysicalVolumenNormaFact	NUMERIC	Norm of labour output
57	PhysicalVolumenNormaPlan	NUMERIC
58	PhysicalVolumeDoneFact	NUMERIC	Completed quantity
59	PhysicalVolumeDonePlan	NUMERIC
60	PhysicalVolumeFact	NUMERIC	Quantity of labour output
61	PhysicalVolumePlan	NUMERIC
62	PhysicalVolumeUnDoneFact	NUMERIC	Open quantity of labour output
63	PhysicalVolumeUnDonePlan	NUMERIC
64	PrimaryCalendarFact	BOOLEAN	Whether an own calendar defines the activity
65	PrimaryCalendarPlan	BOOLEAN
66	PrimaryStartFact	BOOLEAN	Start of activity with start of shift
67	PrimaryStartPlan	BOOLEAN
68	PercentFact	NUMERIC	Percentage of completion
69	PercentPlan	NUMERIC
70	Pos	NUMERIC	Position of the allocated resource
71	PriorityFact	NUMERIC	Priority
72	PriorityPlan	NUMERIC
73	MaterialCostFact	NUMERIC	Material costs
74	MaterialCostPlan	NUMERIC
75	MachineCostFact	NUMERIC	Machine type costs
76	MachineCostPlan	NUMERIC
77	TotalCostFact	NUMERIC	Shared costs
78	TotalCostPlan	NUMERIC
79	NotesFact	TEXT	Notes
80	TotalCostPlan	NUMERIC
81	CriticalFact	BOOLEAN	Whether activity is critical
82	CriticalPlan	BOOLEAN
83	UserField1Fact	TEXT	User-defined fields
84	UserField1Plan	TEXT

TaskEmployeeRole

1	Id	TEXT	ID Number
2	Code	TEXT	Code
3	CostFact	NUMERIC	Costs
3	CostPlan	NUMERIC
4	QuantityFact	NUMERIC	Quantity of resources
5	QuantityPlan	NUMERIC
6	RangFact	TEXT	Qualification
7	RangPlan	TEXT
8	Name	TEXT	Name
9	NotesFact	TEXT	Notes
10	NotesPlan	TEXT
11	ResourceCostFact	NUMERIC	Resource costs
12	ResourceCostPlan	NUMERIC
13	ResourceVolumeFact	NUMERIC	Resource effort
14	ResourceVolumePlan	NUMERIC
15	UtilizationFact	NUMERIC	Utilization
16	UtilizationPlan	NUMERIC
17	UseNotesFact	TEXT	Notes for a role within an activity
18	UseNotesPlan	TEXT

TaskEmployee

1	CalendarFact	TEXT	Calendar
2	CalendarPlan	TEXT
3	Code	NUMERIC	Code
4	CostFact	NUMERIC	Costs
5	CostPlan	NUMERIC
6	EfficiencyFact	NUMERIC	Productivity
7	EfficiencyPlan	NUMERIC
8	EmployeeRoleFact	TEXT	Role
9	EmployeeRolePlan	TEXT
10	HolidayFact	TEXT	Non-working days
11	HolidayPlan	TEXT
12	Id	TEXT	ID Number
13	Name	TEXT	Name
14	NotesFact	TEXT	Notes
15	NotesPlan	TEXT
16	ResourceCostFact	NUMERIC	Resource costs
17	ResourceCostPlan	NUMERIC
18	ResourceVolumeFact	NUMERIC	Resource effort
19	ResourceVolumePlan	NUMERIC
20	TeamFact	TEXT	Team membership
21	TeamPlan	TEXT
22	UtilizationFact	NUMERIC	Utilization
23	UtilizationPlan	NUMERIC
24	UtilizationExeptionFact	TEXT	Absence of the employee from activity
25	UtilizationExeptionPlan	TEXT
26	UseNotesFact	TEXT	Notes for an employee within an activity
27	UseNotesPlan	TEXT

TaskTeam

1	CalendarFact	TEXT	Calendar
2	CalendarPlan	TEXT
3	Code	NUMERIC	Code
4	CostFact	NUMERIC	Costs
5	CostPlan	NUMERIC
6	Group	TEXT	Name of team
8	ProductivityFact	TEXT	Productivity
9	ProductivityPlan	TEXT
10	HolidayFact	TEXT	Non-working days
11	HolidayPlan	TEXT
12	Id	TEXT	ID Number
13	Name	TEXT	Name of working group
14	NotesFact	TEXT	Notes
15	NotesPlan	TEXT
16	ResourceCostFact	NUMERIC	Resource costs
17	ResourceCostPlan	NUMERIC
18	ResourceVolumeFact	NUMERIC	Resource effort
19	ResourceVolumePlan	NUMERIC
22	UtilizationFact	NUMERIC	Utilization
23	UtilizationPlan	NUMERIC
24	UseNotesFact	TEXT	Notes for a team within an activity
25	UseNotesPlan	TEXT

TaskMachineRole

1	Id	TEXT	ID Number
2	Code	TEXT	Code
3	CostFact	NUMERIC	Costs
4	CostPlan	NUMERIC
5	Group	TEXT	Name of group
6	QuantityFact	NUMERIC	Quantity of resources
7	QuantityPlan	NUMERIC
8	MetricFact	TEXT	Measurement unit
9	MetricPlan	TEXT
10	Name	TEXT	Name
11	NotesFact	TEXT	Notes
12	NotesPlan	TEXT
13	ResourceCostFact	NUMERIC	Resource costs
14	ResourceCostPlan	NUMERIC
15	ResourceVolumeFact	NUMERIC	Resource effort
16	ResourceVolumePlan	NUMERIC
17	ShareIDFact	NUMERIC	Shared machine types
18	ShareIDPlan	NUMERIC
19	UtilizationFact	NUMERIC	Utilization
20	UtilizationPlan	NUMERIC
21	UseNotesFact	TEXT	Notes for a machine type within an activity
22	UseNotesPlan	TEXT

TaskMachine

1	Id	TEXT	ID Number
2	Code	TEXT	Code
3	CostFact	NUMERIC	Costs
4	CostPlan	NUMERIC
5	MachineRoleFact	NUMERIC	Machine type
6	MachineRolePlan	NUMERIC
7	Name	TEXT	Name
8	NotesFact	TEXT	Notes
9	NotesPlan	TEXT
10	ResourceCostFact	NUMERIC	Resource costs
11	ResourceCostPlan	NUMERIC
12	ResourceVolumeFact	NUMERIC	Resource effort
13	ResourceVolumePlan	NUMERIC
14	ShareIDFact	NUMERIC	Shared machine types
15	ShareIDPlan	NUMERIC
16	TeamFact	TEXT	Team membership
17	TeamPlan	TEXT
18	UtilizationFact	NUMERIC	Utilization
19	UtilizationPlan	NUMERIC
20	UseNotesFact	TEXT	Notes for a machine within an activity
21	UseNotesPlan	TEXT

TaskMaterial

1	Id	TEXT	ID Number
2	Code	TEXT	Code
3	CostFact	NUMERIC	Costs
4	CostPlan	NUMERIC
5	Group	TEXT	Name of group
6	Name	TEXT	Name
7	NotesFact	TEXT	Notes
8	NotesPlan	TEXT
9	ResourceCostFact	NUMERIC	Resource costs
10	ResourceCostPlan	NUMERIC
11	ResourceAmountFact	NUMERIC	Resource effort
12	ResourceAmountPlan	NUMERIC
13	MetricFact	TEXT	Shared machine types
14	MetricPlan	TEXT
15	UseNotesFact	TEXT	Notes for a material within an activity
16	UseNotesPlan	TEXT

See also:

Table structure for project schedule,
Table structure for project resources,
Table structure for resource pool,
Variables.