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Revision as of 11:08, 22 February 2016

Projektfrågor

Kund och Projekt nås från Projekt/Frågor. I grundvyn i Kund och projekt visas till vänster de kunder som är inlagda i systemet. Genom att markera en kund visas tillhörande projekt till höger.

För att se en lista med alla projekt välj fliken Alla projekt.

End aktiva	Både på kundsidan och projektsidan är det möjligt att välja att se endast aktiva kunder/projekt.
End egna	Med Endast egna menas de kunder där du som medarbetare är kundansvarig. Endast egna projekt innebär projekt som du är kundansvarig, projekt- eller produktionsledare för.
Stoppas	Stoppas ger en indikation till ekonomi/faktureringen som avslutar projektet.
Förfallna projekt	Förfallna projekt kan ses i fliken med samma namn. Ett projekt som nått Deadline (ställs in på projektet) anses vara förfallet. Även projekt där det finns ett fakturadatum inlagt och ingen faktura skrivits ut med det fakturadatumet eller efteråt visas här. Informationen visas endast för projektets projekt- och produktionsledare.

Kolumner i kundlistan

Favoriter	Används för att markera kunder som favoriter
Kod	Den unika identiteten för kunden
Kund	Kundnamnet
Kundansvarig	Medarbetarkoden på kundansvarig
Hänglås	Visar om kunden är stoppad. Detta innebär att kunden inte har några aktiva projekt och inte heller är öppen för upplägg av nya projekt.
Grupp/Gruppbenämning	Grupptillhörighet, kod/namn

Kolumner i Projektlistan:

Favoriter	Används för att markera projekt som favoriter.
Kod	Den unika identiteten för projektet. Består av kundkoden följt av ett löpnummer.
Projekt	Projektbenämningen
Upplagt	Uppläggningsdatum för projektet
PL	Projektledarens medarbetarkod
$	Visar om det finns lager på projektet med ett $
Hänglås	Visar om projektet är stoppat d.v.s. avslutat
Förf	Röd markering visar att det finns förfallna kundfakturor på projektet (en markering visas om fakturan är förfallen med 8 dagar, två markeringar med 31 dagar)
Fakt.text skapad	Om det finns fakturatext i fakturafliken på projektet så visas ett kryss
Fakt.text klar	Om fakturatexten i fakturafliken är klarmarkerad visas ett kryss
Produktionsledare	Medarbetarkoden för produktionsledaren
Lager	Visar beloppet som finns i lager på projektet.
Valuta	Visar basvalutan på projektet. (Används endast vid flervalutahantering.)
Projekttyp	Visar projekttypen: externt (E), gruppgemensamt eller externt inom koncernen (G), internt (I), projektet för internt arbete (9) och spekulations- eller pitchprojekt (J).
Budget	Ett kryss i kolumnen visar om det finns någon budget på projektet.
Stoppas	I kolumnen visas med ett kryss om projektet ska avslutas och stoppas. (Stoppas ger en indikation till ekonomi/faktureringen som avslutar projektet.)
Lager Arvode	Visar belopp arvodeslager
Lager Inköp	Visar belopp inköpslager
Lager Övrigt	Visar belopp övrigtlager
Fast pris	Om det finns ett fastpris på projektet visas beloppet
Deadline	Om deadline fyllts i på projektet så visas datumet här (aktiveras i System: Basregister/Pro/Kunder och projekt)
Fakt datum	Om fakt datum fyllts i på projektet så visas datumet här (aktiveras i System: Basregister/Pro/Kunder och projekt)
Fakturerat	Visas vad som fakturerats på projektet (inkl. aconto)
Tidrapportering	Ett kryss i kolumnen visar om det går att rapportera tid på projektet.
Lokalt namn	Visar lokalt namn om det finns registrerat på projektet.
Referensnummer	Visar referesnummer om det finns registrerat på projektet.
Stoppdatum	Visar projektets stoppdatum om projektet är stoppat.
Startdatum	Visar projektets startdatum om det finns registrerat på projektet.

För att visa kolumnerna i en annan följd än den Marathon ger, går det att flytta dem genom att ta tag med muspekaren och flytta dem dit de ska vara. Klicka i rubriken i den kolumn som ska styra sorteringen.

Upplägg av kunder och projekt

I kund- och projektlistan kan nya kunder och projekt läggas upp. (Nyupplägg kräver att funktionen aktiverats och att du som användare är behörig.) Observera att bilden nedan kan se olika ut beroende på vilka fält som aktiverats för kundupplägget. Ändringar i upplägget görs i system: Basregister/Pro/Parametrar fliken Kunder och projekt vid tabellen Begrepp vid kundupplägg i Kund och Projekt.

Ny kund

För att lägga upp nya kunder används knappen Ny i kundlistan. Fyll i Kund-ID och OK, och fyll sedan i resten av fälten. Spara.

Kund-ID	Kundens unika identitet kan bestå av upp till fyra tecken
Namn	Kundens fullständiga namn (syns t.ex. på fakturor)
Internbenämning	Internbenämningen kan användas för att identifiera kunden med någon egen benämning. Benämningen syns som kundens namn i Marathon men på fakturor till kunden visas kundens riktiga namn.
Kundansvarig	Systemet föreslår automatiskt den som är inloggad som kundansvarig men det går givetvis att ändra medarbetare.
Kundkontakt	Namn på kontaktperson hos kunden
Överkund	För statistik kan kunder knytas samman med överkunder. T.ex. kan Volvo vara överkund för Volvo Göteborg och Volvo Stockholm. (Överkunder läggs upp i System: Basregister/Pro).
Kategori	Kundkategori används för att kategorisera kunderna för statistik
Moms	För att momsberäkningen i systemet ska fungera krävs det att den momstyp som ska gälla för kunden fylls i. Inhemsk - Ordinarie momssats för kunder inom landet. EU - Momsfritt utomlands inom EU Utland - Momsfritt utomlands utanför EU
Tel vxl	Kundens telefonnummer till växeln

Nytt projekt

Markera kunden och tryck på Ny i projektlistan.

If you enter project numbers manually, start with filling in a number. If you use automatic project numbering, this field is not shown and the project is assigned a number when you save it.

Client-ID	The selected client. Comes automatically.
Name	Project name.
Project manager	Project manager. Marathon suggests you (the logged in).
Production manager	Production manager. Marathon suggests you (the logged in)
Project description	An optional description of the project
Type	The different project types are:
External	Projects for external clients, chargeable
Speculation	Speculation/competition projects. This can be changed to external projects later (at the accounting department]
Internal	Internal, not chargeable project
Group	External project within the company group.
Job type	Defines the type of job. You can select up to three different job types per project.
Client contact	The contact person at the client.
Master	Similarly to Collective clients, also projects can be tied together with a Master project definition. That gives opportunity to analyse projects in a broader perspective, as well as they can be analysed separately.
Special invoice text	This text will come as a suggestion on each invoice sent within this project, e.g. reference number. When invoicing, you can choose if you want to include the text or not.
Our ref on invoice	Fill in, if someone else than the project manager shall be referred to on the invoice.
Time reporting	Tick this box if you want the project to be in the time reporting program.
Group	Enter project group.
Cost centre	If the project revenue shall be redirected to a certain cost centre
Fixed price	If the project has a fixed price, it can be stated here. In the project analysis and in reports, you can later compare what has been registered and the fixed price.
Deadline	Possibility to fill in deadline for the project. Overdue projects create a notification on the start page. Deadline can also be shown in reports.
VAT	State the VAT type for the project, so that the system can handle taxes on the project.
Invoice date	If you fill in the invoice date of the project, it will be shown when due as a notification on the start page.
Copy from	You can copy previously entered information from another project. Select the project you want to copy from. The function copies all information and writes over earlier entered information.

Analysis

This tab shows the current status of the project. You can deepen into any underlined heading.

Currency

Marathon supports handling of multiple currencies. It is possible to use other that your base currency; the amounts will then be recalculated with the currency rate stated in System: Base registers/General/Currencies.

Fees/Purchases/Other

In these menus you can choose how you want the information on fees/purchases/other to be shown when deepening.If you choose e.g. Cat/Code/Employee in Fees, Marathon shows you first the information divided per job category. If you click on a certain category, you will see the information divided in job codes. Click on a job code to see the employees that have been reporting time on the code. Finally, by clicking on an employee code, you can see her/his complete time report row including the comments.

Show only updated hours	If you tick this box Marathon shows only the hours that have been updated by the Accounting Department. If not, all reported hours on the project are shown.
Total master project	If you tick this, Marathon shows statistics for all projects that are tied to different master projects. The master projects are defined in the project registration or in the General information tab at each of the separate projects.
Show period	The analysis tab shows normally the current status of the project, but it is possible to write a certain period here, to see only that period’s data. Note that Invoiced shows what has been invoiced of registered during that period.
Fixed price	Fixed price can be stated here or in the tab General information, provided that the field is active.
Budget	This column shows the total sums of the estimate divided on fees, purchases and other. (If the parameter "Include only confirmed estimates" is checked, only confirmed estimates will be shown here.)
Quantity	Number of reported hours, number of purchases and number of other records
Registered	This column calculates the monetary value of actual fees, purchases and other. Concerning fees the value is based on the number of hours multiplied with the hourly rate/code price entered in Marathon. Concerning purchases the purchase price (cost) added to the mark-up defined for the purchase code.

Adjusted	Adjustments are normally made in connection with invoicing or when closing project. Click on the underlining to see adjustment details.
Invoiced	Shows what have been invoiced so far on the project. Read more about invoiced below.
WIP	Amount to be invoiced. The WIP is the sum of registered amount plus possible adjustments minus the invoiced amount.
Pre-inv.	Shows if there is any pre-invoices on the project (i.e. not invoiced from WIP) that not yet have been deducted from the WIP. When the deduction is done, the amount shows in the column Invoiced.

Click on the column heading to see information of what has been invoiced. The following image will be displayed.

The picture shows the invoices behind the amounts. Click on an invoice to see more information about it. If there is a red sign in the DUE column, the invoice is overdue. Click on the sheet on the right to see the scanned invoice in Pdf format.

General information

This tab shows all project information entered at the time of registration or transferred from the client. If you want to change something, click Edit. The window is the same as when entering a new project. If nothing is registered on the project you can, if you want, delete it.

Authorised

This tab tells who the project manager and client manager are. If the project has limited access you can see here which ones of the employees have access.

Price

The price tab contains information of how the project is priced divided into fees, purchases and other.

First Marathon tells if there is a fixed price for fees, purchases and/or other.

Then you can see if there are any exceptions from the ordinary rates. The special prices cannot be changed in this tab (They have to be edited by an administrator). ****/*** means that the special pricing concerns all employees and job codes.

The example above shows that all employees, except Carl Eriksson, cost 1 500 on all codes. Carl Eriksson costs normally 1 200, but on code 010 his rate is 1 000.

If you use pricing per job code, you can’t use special hourly rate. In those cases Marathon says that he price is fetched from the code.

Purchases have defined mark-ups per code for different kinds of purchases. Concerning Other in the example above, Marathon tells that there is a fixed price and that the unit prices are fetched from the codes.

Cost estimate

The tab can be used not only to create estimates, but also for writing quotations.

Confirm	You can mark an estimate as Confirmed. The estimate will be marked with a confirmation date and user name of the confirmer. A parameter in the system(Base registers/Pro/Parameters/Project estimate) defines whether an estimate must be confirmed or not in order to be included in calculations.
Delete confirmation	You can also cancel a confirmation- if you must do changes in the estimate. If you confirm the budget again after the cancellation, new date and user name will show on it.
Activate	Possibility to activate a deactivated estimate
Deactivate	If a project has many estimates you can deactivate the revisions you want to exclude from the project analysis, reports, etc.

Click New to create a new estimate. The estimate has separate tabs for Fees, Purchases, Other and Text & Currency. There are no specific rules of what it must include, you can choose to budget on optional detail leve

Write headings and texts in Text & currency. If you want some text to be printed out after the estimated values, write it in the field Estimate text After.

Copy from	You can use existing templates or previous estimates in new estimates.
Templates	Select template. Templates are registered in Projects: Estimate templates.
Update prices	If you set an estimate on employee level, and the employee's prices change, you can update the price in order to get the new one into the estimate.
Import team	Imports all employee from the project’s team to the estimate.

When the estimate is saved, you can print it out. There are a few printout selections to do

Special invoice text	Text written as special invoice text on the project (e.g. reference number that you want on the client’s invoice).
Estimate text before	Text that has been written in the Estimate text before-field in the texttab.
Page break after heading	Tick the box if you want a leaf with project information separately from the actual budget.
Fee/Purchases/Other	Select detail level in the drop-down menus. If you e.g. select Code/description, the estimate will be divided in codes and you can see comments for each code. If you have just set fixed amounts for fees/purchases/other, Description is the best printing alternative. Note, that even if you have created a very detailed budget, you can still print out one more compressed, e.g. on category level.
Estimate text after	The text that has been written in the field Estimate text after in the tab Text.
Show hours	Select if you want to see number of hours for the fee.
Subtotals	Select on what level you want to see the subtotals. The higher numbers you choose, the more detailed the subtotals will be.
Show 0-lines	Select if you want to see lines with zero- amounts
Show amounts on…	When you select this, the amount will not be specified by detail for each record; only the total sum will be shown for fees, purchases and other.
Print out VAT	All values in the estimate are exclusive of VAT. If you want to see the amounts with VAT, tick this alternative.
Language	You can select between different languages (Provided that you have translated your fee-, purchase- and other codes). Otherwise they will show in your company’s basic language.
PDF/Spreadsheet	The destination of the printout; either in Pdf format or as an export to Excel.
Printout template	If your company is using different templates for printouts, select one in the menu.

Fee

The fee tab has two “sub-tabs”; Reconciliation and Resource planning.The reconciliation module is the same that is shown in Time reporting. You can follow the employees’ reported hours either per project or total.

The resource planning tab shows how the time has been planned in Projects: Resource planning. You can select a period and sort the list per employee, code or date.

Only planned time	Shows only the time that has been planned for the project.
Dates	You can select a period.
Employee	Shows the planned time per employee.
Code	Shows the planned time per job code.
Date	Shows the time per date.
Detailed	Shows a detailed list.

Purchases

This tab contains both Quotation queries and Purchase orders. Quotation queries can be sent to suppliers and later be used as a framework for purchase orders. Purchase orders may be created directly from the query, or from the Purchase order tab.

Create a new query. Click NEW.

Purchase of	Text that will be shown in the field Text in the purchase order. It will also be shown in Accounting: Approval
Purchase code	Type of purchase.
Our reference	Employee in the own company that is in charge of the purchase. Marathon suggests the logged-in employee.
Quoted price	Can be filled in when the query has been replied to. It can later be seen as a column in the overview list which can be used as overview of purchase order recipients and also for follow-ups on price developments regarding previous queries.
Company	Company, into which the purchase goes.
Supplier	If the supplier has been registered with address and terms of payment, this information will automatically be pasted to the fields below.
Delivery address	Address, where the purchase shall be delivered. Select between own address, client’s address or write an address manually.
Goods label	The delivery label (e.g. project-ID)
Description text	Text field for notes to the supplier. A purchase order text may be connected to each purchase code. If selected, it will show automatically.
Copy from	Information on queries may be copied from an already existing query.
Print	When a query has been saved it can be printed out to Pdf or be sent to the supplier either as fax or email. When a query has been printed out, it turns inactive.
New purchase order	If a query shall be used as a purchase order, select the query and press New purchase order. The purchase order gets a running number.
Open purchase order	Select open purchase order to make complementary additions to the order.
Print purchase order	The purchase order can be printed out or sent to the supplier by fax or e-mail.

Creating a purchase order for a purchase facilitates the work of the accounting department and approvers, as it is possible to match the purchase order with the invoice later.

If the box "Only active" is checked, the list shows only those purchase orders that have not yet been matched with an invoice. Select a line and click Open in order to see more details about a specific order.

All of the company’s queries and purchase orders are shown in Accounting: Suppliers' invoices.

Printout tab

You can print out project status in this tab. Start with Printout. If you click Save selection, your selection will be saved and suggested to you next time you are in the program. Note that only updated hours are shown in the printout.

General information	Main information about the project, e.g. project manager, start date, client manager, etc. Contains also information about parameters set for the project.
Total	Shows total project status, i.e. the same information that you can find in the Analysis tab.
Details fee	Shows hours divided according to your selection.
List fee	Shows what each employee has reported. The list can be reduced to a certain period.
Hide amounts	Possibility to hide amounts in printout.
Details purch	Shows purchases according to your selection.
List purch	Detailed list of all purchases.
Summarise purchases…	Summarises purchases whose WIP: s are invoiced or adjusted away.
Mark accumulated…	Marks the time reported as accumulated project time.
List orders	A list of all orders on the project. You can choose to exclude the matched orders; select Do not show binding purchase orders in the menu.
Details others	Shows other records according to your selection.
List others	A detailed list of other registered costs.
Summarise others…	Summarises other-records whose WIP: s are invoiced or adjusted away.
List invoices	A list of all invoices on the project.
Invoice draft	Shows the current amount in WIP to be invoiced. The detail level is according to settings on the project. The numerical codes will not be visible on the real invoice.

Invoicing

Determine in this tab what to invoice and the appearance of the invoice. There are different ways of preparing an invoice. Here is three methods.

1. New invoice – only text

Prepare the invoice text in Projects: Queries. The actual invoicing is later performed by the accounting department, who is using the text that is prepared and the instructions that have been given. Select New to create an invoice. You can create several invoices on one project.

Text

Create text in the Text tab.

Create text	Click Create Text if you want to use the project's WIP or to invoice from the cost estimate. Select first if the amounts shall be based on estimated values (and in that case select estimate) or on the project's actual wip.
Detail level	Select level of details for fees, purchases and other.
Subtotals	Select how you want the subtotals.

The suggestion can be changed. You can add own rows and subtotals and write a new text and amounts. Down right you can see a summary of the amounts and possible pre-invoices waiting for deduction.

Instructions	If the amounts are changed, it is very important to instruct the accounting department what shall be adjusted and what shall be left in WIP, etc. Use the field Instruction; it will not be shown on the invoice. The instructions are shown in the Analysis tab, under Invoiced, for each invoice.
Import text	If the invoice is similar to a previously created one, you can import text from old invoices and adjust the text to fit the actual one.
Invoice text ready	When the invoice is ready, tick the box "Invoice text ready".
Invoicing fee	If invoicing fee is set, click the box if you want invoicing fee on this specific invoice.
Planned inv.date	Write a date.
Printout	When the invoice is saved you can print a test invoice. Select printout template.

2. New invoice – text and content

Prepare invoice text and content in Projects: Queries. The actual invoicing is later performed by the accounting department. Select New to create an invoice. You can create several invoices on one project.

Create text by following instructions in the chapter above (1. New invoice- only text).

Create content; please request a separate invoicing manual for instructions.

3. New invoice – collective invoice

Collective invoicing means invoicing several projects for a client on the same invoice. It is requested that:

• The projects have the same client code

• The projects have the same client number

• Collective invoicing is allowed on the projects.

• That the projects have the same invoicing currency at the time of printout.

Open one of the invoices and select Invoice Type: Collective Invoice. Go to the tab Collective Invoice and fetch all the projects that shall be included, also the one you currently have open. In the Content tab you now see the WIP from all projects. Select what to invoice.

Invoice client

If the project has another invoicing address than the client, use a invoicing client on it. Fetch invoice client from the tab Parameters.

Notes

You can gather all notes about the project in this tab so that all colleagues can read it and also fill in their notes. A note is automatically marked with name and time.

If you want to write a note, click New to open a box, fill in heading and the note - you can also copy from a previous note, then Save.

Documents

Here you can make a connection to your ordinary file server. That means that you can quickly get access to documents that are connected to the project. The files are stored in one folder per project. Contact Kalin Setterberg for more information.

Project printouts

In this module you can print out different kinds of statistics about several projects at the same time. Select projects in the left part of the screen and the information you wish to include in the right part. The right part is similar to the printout tab in the separate projects.

Hits	If you want to check the number of projects found.
Print	Print selection
Save selection	You can save your selection
Master	If you use Master projects for grouping projects, you can select to sort by master here
Status	If you want to see projects with a certain status, select: Active - Projects open for transactions Deactivated - Projects temporarily closed for transactions. Deactivated projects can have WIP. Closed - Closed projects with no WIP.

Min WIP amount	You can select projects that have WIP exceeding a certain amount.
Time reporting proj only	The list shows only projects that are available for time reporting in Time reporting
Sort	A menu to select sort order of the projects, e.g. project name, project manager or start date.

Reports

This is a module where you can print out and create reports. There are a few standard reports in the module but you can also create own reports. Please request separate manual fo creating reports.

Print out report

Select a report and click Printout. A selection window opens.

Make the selection on the left side. The selection possibilities may vary from onereport to another. The columns are already in the report template

Subtotal	Subtotals determine how the report shall be presented.
Sort order Sort order for summation levels. Click Reversed if you want the biggest amounts to be presented on top.
Print to	The report can be printed to Pdf or Spreadsheet.
No sums	Printout without cubtotals
Start	Start printout