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

Split activities

You can get hold of this function via the context menu of the activity.
In order to split an existing activity, do as follows:

Rightclick on the activity in the diagram field.
Select the command Split from the context menu and choose one of the following functions:
1. into several activities
2. from the completed part
3. at the first shift
4. in the event of multiple assignments

Split into several activities

Define the activity parameter according to which you want to split the activities in the field Split into.
You can choose between the following parameters - Percentage, Working result, Effort, Duration, Costs.
The values to be entered into the next field need to be separated by blank spaces.
Mark the check box Create finish-start links between activities if you want to link the split activities with each other.
Mark the check box Show in one row if you want to have the split activities displayed in one row. The list shows the split activities.

Split from the completed part

This command is activated if a part of an activity has been completed.
In this event, the split date will be shown in brackets. An activity is split into two activities, the first is 100% completed, the second has not yet started.

Split at the first shift

You can choose among the various due dates in the list, which mark the start of the succeeding shifts.

Split in the event of multiple assignments

This function is activated if two or more activities are executed at a time and more than one of these activities have been assigned one and the same resource.
In order to prevent from multiple assigments of aone resource, you can split one activity before the start of the other activity. You will find the program offer you automatically the possible dates.