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 resources

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

These tables allow you to gain information of the project regarding to its project resources.
The following reports have been especially designed for project resources:

Roles
Teams
Employees
Material
Machine types
Machinery

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 resource - employee report.

The Project resources table is a higher-ranking table and other tables may be added as lower ranking ones.

Roles

EmployeeRole shows resource roles
EmployeeRoleTask shows information on activity for selected role

EmployeeRole

1	Id	TEXT	ID Number
2	Code	TEXT	Code
3	Cost	NUMERIC	Unit price
4	Rank	TEXT	Qualification
5	Name	TEXT	Name
6	Notes	TEXT	Notes
7	TotalCost	NUMERIC	Costs within the project
8	TotalVolume	NUMERIC	Efforts within the project
9	Start	Date	Start of assigment
10	Finish	Date	Finish of assignment

Teams

Team shows resource team
TeamTask shows information on activity for selected team

Team

1	Id	TEXT	ID Number
2	Code	TEXT	Code
3	Cost	NUMERIC	Unit price
4	Calendar	TEXT	Calendar
5	Holiday	TEXT	Non-working days
6	Group	TEXT	Name of group
7	Name	TEXT	Name
8	Notes	TEXT	Notes
9	TotalCost	NUMERIC	Costs within the project
10	TotalVolume	NUMERIC	Efforts within the project
11	Start	Date	Start of assigment
12	Finish	Date	Finish of assignment

Employees

Employee shows resource employees
EmployeeTask shows information on activity for selected employees

Employee

1	Id	TEXT	ID Number
2	Code	TEXT	Code
3	Cost	NUMERIC	Unit price
4	Calendar	TEXT	Calendar
5	Holiday	TEXT	Non-working days
6	EmployeerRole	TEXT	Name of group
7	Team	TEXT	Name of group
8	Name	TEXT	Name
9	Notes	TEXT	Notes
10	TotalCost	NUMERIC	Costs within the project
11	TotalVolume	NUMERIC	Efforts within the project
12	Start	Date	Start of assigment
13	Finish	Date	Finish of assignment

Material

Material shows resource material
MaterialTask shows information on activity for selected materials

Material

1	Id	TEXT	ID Number
2	Code	TEXT	Code
3	Cost	NUMERIC	Unit price
4	Group	TEXT	Name of group
5	Name	TEXT	Name
6	Notes	TEXT	Notes
7	Metric	TEXT	Measurement unit
8	TotalCost	NUMERIC	Costs within the project
9	TotalAmount	NUMERIC	Used quantity within the project
10	Start	Date	Start of assigment
11	Finish	Date	Finish of assignment

Machine types

MachineRole shows resource machine type
MachineRoleTask shows information on activity for selected machine types

MachineRole

1	Id	TEXT	ID Number
2	Code	TEXT	Code
3	Cost	NUMERIC	Unit price
4	Group	TEXT	Name of group
5	Name	TEXT	Name
6	Notes	TEXT	Notes
7	Metric	TEXT	Measurement unit
8	TotalCost	NUMERIC	Costs within the project
9	TotalVolume	NUMERIC	Efforts within the project
10	ShareId	NUMERIC	Shared machine type
11	Start	Date	Start of assigment
12	Finish	Date	Finish of assignment

Machinery

Machine shows resource machinery
MachineTask shows information on activity for selected machine

Machine

1	Id	TEXT	ID Number
2	Code	TEXT	Code
3	Cost	NUMERIC	Unit price
4	MachineRole	TEXT	Machine type
5	Name	TEXT	Name
6	Notes	TEXT	Notes
7	TotalCost	NUMERIC	Costs within the project
8	TotalVolume	NUMERIC	Efforts within the project
9	ShareId	NUMERIC	Shared machine
10	Start	Date	Start of assigment
11	Finish	Date	Finish of assignment

Additional tables

The following tables may be subordinated to every project resource table.

1	TaskEmployeeRole	Resource roles
2	TaskTeam	Resource teams
3	TaskEmployee	Employees
4	TaskMaterial	Materials
5	TaskMachineRole	Machine roles
6	TaskMachine	Machinery

See also:

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