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

Working with activity and subproject tables

The tables Activity and Subproject display the most important parameters. You can adjust the tables to you requirements by doing the following:

rightclick on the column names of the table and choose Select properties in the context menu.
In the appearing window, you can edit the column layout and choose which of the columns (also user-defined fields) you want to have on display.
change the width of a column and so affect the overall width of the table.
temporarily collapse and unfold a table via the button.

Navigation
You can use the arrow buttons upwards and downwards to toggle between activities and subprojects. You can use the buttons Tab and Shift+Tab to jump forwards and backwards among the single columns.

Fields in the table

No.	Number of WBS code
Info	Signals whether it has been referred to internal documents or extaernal links from out of an activity / subproject
Name	Name of activity or subproject
Code	Code of activity or subproject
Category	Project category
Priority	Project priority
Status	Project status
Quantity	Quantity of the working result, measured by the measurement unit defined for the activity
Completed	Completed quantity
Open	Open quantity
Measurement unit	Measurement unit for the activity's working result (such as: m3, freight, ...) .
Norm	Norm in man-hours required for the completion of a measurement unit within an activity
Effort	Effort for the activity or subproject
Completed	Completed effort
Open	Open effort
Duration	Duration of the activity or subproject
Completed	Completed duration
Open	Open duration
Start	Start time (date and time of day) of the activity or subproject
Start	Start time (date) of the activity or subproject
Finish	Finish time (date and time of day) of the activity or subproject
Finish	Finish time (date) of the activity or subproject
Earliest possible start	Earliest possible start of activity Caution! Will only be shown if the option Calculation of contingency reserve is activated in Tools / Global settings / General.
Start, reserve	Contingency reserve (difference between start and earliest possible start). Caution! Will only be shown if the option Calculation of contingency reserve is activated in Tools / Global settings / General.
Latest possible finish	Latest possible finish of activity Caution! Will only be shown if the option Calculation of contingency reserve is activated in Tools / Global settings / General.
Finish, reserve	Contingency reserve (difference between latest possible finish and finish). Caution! Will only be shown if the option Calculation of contingency reserve is activated in Tools / Global settings / General.
Fixed costs	Separate costs of the activity or subproject that are not shown by the view of resources
Wages	Costs for the activity or subproject's personnel resources
Material costs	Material costs for the activity or subproject
Machine costs	Machine costs for the activity or subproject
Costs	Total costs for the activity or subproject
Completed	Percentage of completion of the activity / percentage of progress
Amount of invoice	Amount for the invoicing period of the project
Payment period	Period of time in working days for the due date of the payment
Receipt of payment	Date of payment receipt
Predecessor	"From" activities
Successor	"To" activities
Roles	Assigned roles
Teams	Assigned teams
Employees	Assigned employees
Material	Allocated materials
Machine types	Allocated machine types
Machinery	Allocated machinery
Balance	Difference between the demand for assigned roles and the demand for assigned employees (for a quick overview over missed assignations of employees in activities)
User-defined fields 1 - 10