Difference between revisions of "Client and Project/nb"

Revision as of 09:26, 10 August 2015

Startsiden

Marathon er oppdelt i Frontoffice og Backoffice. De delsystemer eller underliggende delsystemer som en medarbeider ikke har tilgang til er deaktiverte. Ved å klikke på Kalin Setterberg - logotypen oppe i venstre hjørnet kommer du alltid tilbake til Startsiden.

Tar deg til Startsiden.

Ved å klikke på symbolet, eller ved å bruke Alt - tasten + Piltast ned, kommer du til de funksjoner som du har været inne i og ennå ikke avsluttet. Når du logger av Marathon slettes listen.

Anvendes for å gå fra en funksjon.

Viser hvor i Marathon du befinner deg.

Under tannhjulet finnes følgende valg:

Innstillinger	Generelle systeminnstillinger. Innstillingene gjelder kun brukeren din.
Nytt passord	Anvendes for å endre passord til Marathon.
Bytt firma	Anvendes for å skifte til et annet firma på samme Marathoninstallasjon
Support	Supportformular for spørsmål rørende Marathon, sendes til supportavdelingen på Kalin Setterberg.
Dokumentasjon	Link til docs.kase.se – Kalin Setterberg sin dokumentasjonsside, der du kan lese om alle nyheter i Marathon.
Utskrift	Anvendes for å lage en utskrift av aktuell skjermebilde til en fysisk skriver.
PDF	Anvendes dersom du vil lage en utskrift av aktuell skjermbilde i PDF - format.
Nytt vindu	Velg Nytt vindu for å åpne et nytt Marathonvindu.
Legg til som favoritt	Når du er på en side som du vil merke opp som favoritt, klikk da på Legg til favoritt, så ender den automatisk under Mine favoritter på startsiden.
Logg ut	Anvendes for å logge av Marathon

Lengst nede til høyre vises med rød tekst hvis det finnes urapporterte dager i Marathon Tid, fakturaer å attestere eller sendte faks/e-post i Marathons sendekø. Ved å klikke på teksten flyttes du enten till Marathon Tid, Marathon attest eller Sendekøen.

Funksjoner

Høyre museknapp	Bruk i tabeller for f eks direkteutskrift (Ctrl + museklikk på Mac)
Tab/Enter	Hopp til neste objekt/felt
Shift+Tab	Hopp til forrige objekt/felt
Alt + bokstav	F eks for Avbryt, velg Alt+ A
Page Up	Bla opp en side i tabell
Page Down	Bla ned en side i tabell
Ctrl+Page Down	Hopp til neste flik
Ctrl+Page Up	Hopp til forrige flik
Pil ned	Vis valgene du kan gjøre i ulike felter
Søkeliste med tre prikker	Vis valgene du kan gjøre i ulike felter
F1	Åpn søkeliste
F3	Hent den senest lagrete verdien i feltet
Hurtigsøksfelt	Skriv de første bokstavene i feltet for å redusere utvalget. Søking fungerer på flere ulike søketermer.
Hurtigsøk	En hurtigsøk -funksjon som åpner et nytt vindu med alternativ medens du skriver. Denne hurtigsøk innstilles i Innstillinger/Allment, som aktiverer funksjonen i alle felter der den kan brukes.

Tabeller i Marathon

Tabellkolonnene i Marathon kan avpasses; i hvilken rekkefølge de skal være, hvilken bredde de skal ha og hvordan tabellen skal sorteres.

Klikk på ruten med tre prikker oppe til høyre i tabellen og velg Kolonner. Da vises en liste med valgbare kolonner som du kan krysse av eller fjerne kryss fra dersom du ikke vil at de skal være med i tabellen

For å bytte plass på tabellene i listen, dra en kolonne til det andre stedet. Kolonnebredden kan justeres ved å ta i kanten på kolonnen og dra till rett sted

Når du klikker på en kolonnerubrikk, ser du en pil som enten viser nedad – da viser tabellen de laveste tallene øverst, eller oppad da de høyeste vises øverst.

Favoritter i Marathon

Favorittfunksjonen er tilgjenglig i de fleste tabeller i Marathon og betyr at hver bruker selv kan markere favorittene sine. Ved å høyreklikke på tabellen og velge kolonnen Favoritter vises favorittkolonnen. Innstill de forskjellige fargene ved å klikke en eller flere ganger i de hvite sirklene.

Opprett en ny favoritt ved å markere en rad og klikke i favorittkolonnen. Favoritten markeres med en sirkel. For å skifte mellom å kun vise favoritter eller alle rader, klikk i favorittkolonnen sin (tomme) overskriftsfelt. Alle utvalgsparametrer virker parallelt, også hurtigsøk. Man kan f eks altså hurtigsøke blant favorittene sine

Kunde og Prosjekt

I grunnvyen for Kunde og Prosjekt vises til venstre de kunder, som er lagt inn i systemet. Da du markerer en kunde, ser du alle prosjektene til kunden til høyre i bildet, hvis du avkrysser feltet Kunder og Prosjekt,

Dersom du avkrysser feltet Alle prosjekter, vil alle prosjekter vises i samme liste, uansett kunde

Forfalne prosjekter	Hvis det finnes prosjekter som har nået Deadline (dagens dato) vil de vises under Forfalne prosjekter. Også prosjekter med innlagt fakturadato, hvor ingen faktura er blitt utskrevet med den datoen eller etter den, vises her. Informasjonen vises kun for prosjekt- og produksjonsledere.
Kun aktive	Både på kunde- og prosjektsiden er det mulig å velge kun aktive prosjekter/kunder.
Kun egne	Kun egne kunder er kunder, der du er kundeansvarlig. Kun egne prosjekter er prosjekter der du er enten kundeansvarlig, prosjekt- eller produksjonsleder.
Eksport	Velg Eksport for å gjøre utskrift til Excel. Avkryss de kriterier som du vil ha med i utskriften. Alle poster utskriver alt, meden i følge utvalg kun skriver i følge din selektering (kun aktive, kun egne).
Stoppes	Stoppes gir en indikasjon til økonomiavdelingen/faktureringen, som avslutter prosjektet.

Høyreklikk i listen på søkeruten [...] eller klikk med høyre museknapp i listen for å velge kolonner og deretter hvilken informasjon som skal vises i kolonnene. Valgene lagres på brukernavnet ditt.

Kolonner i kundelisten:

Favoritter	Ofte brukte kunder kan markeres som favoritter
Kode	Kundens unike identitet.
Kunde	Kundenavnet.
KA	Medarbeiderkoden til den person som er kundeansvarlig.
Et lås	Et lås betyr at kunden er stoppet. En stoppet kunde har ikke noen aktive prosjekter og er ikke heller åpen for registrering av nye.
Gruppe	Gruppe kan brukes f eks når kunder har felles prosjektregnskap for flere selskaper

Kolonner i prosjektlisten:

Favoritter	Ofte brukte prosjekter kan markeres som favoritter
Kode	Prosjektet sitt unike identitet. Består av kundekode og et løpenummer.
Prosjekt	Prosjektnavnet.
Opprettet	Prosjektet sin oppretningsdato.
PL	Prosjektlederen sin medarbeiderkode.
Et lås	Et lås betyr at prosjektet er avsluttet.
Forf.	Rød markering viser at det finnes forfallne fakturaer på prosjektet.(én markering vises dersom fakturaen er forfalt med 8 dage, to markeringer med 31 dage)
Produksjonsleder	Medarbeiderkoden til produksjonslederen
Fakt.tekst opprettet	Dersom denne er markert betyr det at det finnes en fakturatekst inne i fakturafliken på prosjektet.
Produksjonsleder	Medarbeiderkoden til produksjonslederen
Lager	Viser hva som ligger i lager på prosjektet.
Valuta	Viser basisvaluta på prosjektet. Brukes kun ved flervalutahåndtering.
Prosjektsort	I kolonnen vises prosjektsorten (E=eksternt, I=internt, 9=ikke prosjektrelatert, G=Gruppefelles, J=spekulasjon.)
Budsjett	Markering viser at et budsjett finnes på prosjektet.
Stoppes	Et kryss i kolonnen viser at prosjektet er ferdig til å avsluttes (Gir indikasjon til økonomiavdelingen, at de kan lukke prosjektet.)
Lager Honorar	Viser beløp honorarslager
Lager Innkjøp	Viser beløp innkjøpslager
Lager Øvrigt	Viser beløp øvrigtlager
Fast pris	Viser beløp, dersom prosjektet er blitt tildelt en fast pris.
Deadline	Viser dato, dersom prosjektet har en sluttdato.
Fakt. dato	Dersom fakturadato skrives inn på prosjektet, vises datoen her (aktiveres i Grunnregister/Pro/Kunder og Prosjekt)
Fakturert	Viser hva som er fakturert på prosjektet (inkl. akonto )
Marathon Tid	Avkryss, dersom prosjektet må være med i Marathon Tid.
Lokalt navn	Lokalt navn- dersom registrert på prosjektet.
Referansenummer	Referansenummer -dersom registrert på prosjektet.
Stoppdato	Vises, dersom prosjektet er stoppet.
Startdato	Startdato- dersom registrert på prosjektet .

For å vise kolonnene i en annnen rekkefølge , kan du dra dem med musepekeren og slippe, der du vill ha kolonnen. Klikk i overskriften på den kolonne som skal styre sorteringen.

Oprettelse av kunder og prosjekter

I kunde- og prosjektlisten kan du opprette nye kunde og prosjekter. Dette forutsatt at økonomiavdelingen har aktivert funksjonen. Det er også de som bestemmer hvilke felter som skall utfylles, derfor kan deres registreringsbilde skille seg fra manualen sine eksempel.

Ny kunde

Klikk på knappen Ny ovenfor kundelisten Angi Kunde-ID og klikk på OK.

Kunde-ID	Den unike kundeidentiteten kan bestå av opp til fire tegn.
Navn	Fullstendig kundenavn (vises på bl.a fakturaer)
Intern benevnelse	Den interne benevnelsen kan brukes for å identifisere kunden med en egen benevnelse, som vises som kundenavn i Marathon men på fakturaer til kunden vises i stedet kunden sitt fullstendige navn
Kundeansvarlig	Systemet foreslår automatisk den innloggete som kundeansvarlig men det går selvfølgelig å endre medarbeider.
Kundekontakt	Navn på kontaktperson hos kunden.
Overkunde	For bedre å kunne trekke statistikk kan du knytte kunder sammen med overkunder. F eks kan Volvo være overkunde for Volvo Norge og Volvo Sverige
Kategori	Kundekategori kan brukes til å kategorisere kundene for statistik.
Mva.	For at Mva - beregningen i systemet må fungere må du utfylle rett mva - type for kunden.

Innenriks Ordinær mva - sats for kunder innen for landet.

Utenlands Mva - fritt for kunder uten for EU.

Vat

Kunder med mva -kode Utenlands må ha Vat - nummer.

Ved å klikke på Kopier fra, kan du hente inn opplysninger fra en allerede registrert kunde. Observer at hvis du har skrevet noen tekst før du kopierer, vil det bli overskrevet med den nye informasjonen.

Nytt prosjekt

Marker kunden og klikk på Ny i prosjektdelen.

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 (thelogged 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 (in Backoffice).
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.
Marathon Time	Tick this box if you want the project to be in the time reporting program.
Group	Enter project group. Look for alternatives in the search box.
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. Deadline is shown as Overdue projects in the lower part of the Marathon window. 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 in the Marathon window.
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 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.

Authorisation

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 in Back office). ****/*** means that the special pricingconcerns 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.

New estimate

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 Backoffice/Project Accounting/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.

Print 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 Estimate text after in the text tab.
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 (Marathon is available in several languages - but in order to see your company’s specific fee and purchase/other codes, check that they are translated in Backoffice) 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 Marathon Time. You can follow the employees’reported hours either per project or total.

The resource planning tab shows how the time has been planned in Back office (Projectaccounting/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

Inquiries are found in the PURCHASES tab in Client & Project. Inquiries can be sent to suppliers and later be used as a framework for purchase orders. Purchase orders may be created directly from theinquiry, or from the Purchase order tab.

Create a new inquiry. Click NEW.

Purchase of	Text, which will be shown in the Text-field in the purchase order. It will also be shown in Marathon 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 inquiry has been replied to. It can later be seen as a column in the overview list (and in the inquiries list in Backoffice), which can be used as overview of purchase order recipient’s and also for follow-ups on price developments regarding previous inquiries.
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’s 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 inquiries may be copied from an already existing inquiry.
Print	When an inquiry has been saved it can be printed out to Pdf or be sent to the supplier either as fax or email. When an inquiry has been printed out, it turns inactive.
New purchase order	If an inquiry shall be used as a purchase order, select the inquiry and press new purchase order. The purchase order receives 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 activeis ticked, the list shows only those purchase orders that has not yet beenmatched with an invoice. Select a line and click openin order to see more details about a specific order.

All of the company’s inquiries and purchase orders are shown in Backoffice/Purchase ledger.

Printout

You can print out project status in this tab. Use the search boxes to see all alternatives. Start with PRINTOUT. If you click SAVE SELECTION, your selection will be saved and suggested to you nexttime you are in the program. Note that only imported 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 prparing an invoice. Here is three methods.

New invoice – only text

Prepare the invoice text in Client & Project. 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 onthe project's actual wip.
Itemis. 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 andamounts. 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.

New invoice – text and content

Prepare invoice text and content in Client & Project. 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.

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 rinvoicing 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, click HITS
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.
Marathon Time proj only	The list shows only projects that are available for time reporting in Marathon Time.
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

Summation	Summations (subtotals) determine how the report shall be presented.
Sorting	Sort order for summation levels. ngsordning för respektive summeringsnivåer kan väljas. Click Reversed if you want the biggest amounts to be presented on top.
Print destination	The report can be printed to Pdf or Spreadsheet.
No sums	Printout without summarizations
Start	Start printout

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 === Nytt prosjekt ===
+Marker kunden og klikk på Ny i prosjektdelen.
-Select
-client in the client list, thereafter click New in the project part
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