Difference between revisions of "Client and Project/da"

Revision as of 15:34, 11 August 2015

Startside

Marathon er opdelt i Frontoffice og Backoffice. For at komme til startsiden tastes på Kalin Setterbergs logotype oppe i det venstre hjørne. Funktioner, du ikke har adgang til, er deaktiverede (lysgrå).

	Tager dig til startsiden.
	Ved at klikke på symbolet, eller ved at anvende Alt -tasten + Pil ned, når du de funktioner, du har været inde i og ikke endnu afsluttet. Hvornår du logger ud af Marathon, slettes listen.
	Anvendes for at forlade en funktion
	Viser hvor i Marathon du befinder dig.
	Under tandhjulet finder du følgende valg:

Længst nede til højre i Marathon -vinduet vises med rød tekst hvis du har urapporterede dage i Marathon Tid, fakturaer at godkende eller sendte mails fra Marathon i kø. Når du klikker på felterne flyttes du automatisk til Marathon Tid. Fakturagodkendelse eller Sendekøen.

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Funktioner

Right mouse click	The click opens a small menu from which you e.g. can choose to export to Excel, to print out or to select columns. The cursor has to be somewhere in the list /table when you click.
Tab/Enter	Move to next object/field.
Shift + Tab	Move to previous object/field.
Alt + underlined letter	Instead of clicking, you can activate a function with Alt + the letter that is underlined in the word, e.g. OPEN with Alt + O.
Ctrl + Page Down	Move to next tab, e.g. in the Client & Project module
Ctrl + Page Up	Move to previous tab.
Search box	Shows the alternatives to fill the field with.
F1	Open search box
F3	Copies last saved information in a field.
Quick search field	You can write the first characters of a code, name etc. The search list will only include those alternatives that fit your search.
Quick search	A new window opens as you are writing, showing the alternatives that fit your search. This function has to be set in cog wheel/Settings/General

Tabeller i Marathon

Alle Marathons tabeller er fleksible på den måde, at du selv kan ændre udseende på dem. Du kan vælge de kolonner der skal vises, i hvilken orden og i hvilken bredde de skal vises og hvordan de skal sorteres.

Kolonnerne vælges med højreklik i listen, eller ved at klikke i feltet med tre prikker, der findes i sluttet af overskriftsraden (se billede neden) Når de er på sin plads kan du drag og slippe kolonnerne i den orden du ønsker.

Når de er på sin plads kan du drag og slippe kolonnerne i den orden du ønsker. De kolonner som indeholder en pil kan sorteres. Klik på kolonnen og pilen skifter retning, fra laveste først til højeste øverst, fra tidligste til seneste dato øverst, etc.

Når de er på sin plads kan du drag og slippe kolonnerne i den orden du ønsker. De kolonner som indeholder en pil kan sorteres. Klik på kolonnen og pilen skifter retning, fra laveste først til højeste øverst, fra tidligste til seneste dato øverst, etc.

Favoritter i Marathon

Favoritfunktionen er tilgængelig i de fleste tabeller. Marker dine egne favoritter ved at klikke i favoritkolonnen længst til venstre i hver tabel for koder e. d, du bruger ofte. Favoritten bliver mærket med en cirkel. Hvilke farver der skal bruges, bestemmer du ved at klikke en eller flere ganger i de tomme cirkler.

Skab en ny favorit ved at markere én linie og klikke i favorittkolonnen. Favoriten markeras med en boll. For at skifte mellem at kun se favoritterne og at se hele listen klikker du på favoritkolonnens overskrift. Samtlige udvalgsparametre fungerer parallelt, f eks hurtigsøg. (Du kan altså hurtigsøge bland dine favoritter).

Kunde- og Jobanalyse

I startbilledet i Kunde og Jobanalyse vises til venstre de kunder, som er blevet registrerede i systemet. Når du markerer en kunde, vises kundens alle jobber til højre. Hvis du vil se en liste med alle jobber, afkryds ”Kunder og job”.

Afkryds feltet ”Alle jobs” for at se alle jobs, uanset kunde.

Klik på søgeruten i overskriftsraden eller højreklik i listen, så kan du vælge kolonner. De valg du gør, bliver igen til den næste gang, du logger ind.

Kolonner i Joblisten:

Hvis du vil se kolonnerne i en anden rækkefølge kan du drage i kolonnen med musen og slippe den på den plads, du ønsker. Klik i overskriften i den kolonne, der skal styre sorteringen.

Oprettelse af kunder og jobs

Nye kunder og jobber kan oprettes her, hvis funktionen hos jer er aktiveret (Ellers gør økonomiafdelingen det i Backoffice). Der findes forskel fra firma til anden, hvilke felter der skal være med i oprettelsen. Derfor kan billedet neden være forskelligt fra jeres version.

Ny kunde

Klikk på feltet NY i kundelisten. Indtast kode og klik på OK.

Vad at klikke på Kopier fra kan man hente oplysninger ind fra en allerede eksisterende kunde. I vinduet, som åbnes, hentes kunden. Husk, at hvis du har skrevet oplysninger ind, vil de blive overskrevne med den kopierede kundens oplysninger.

Nyt job

Marker kunden og klik Ny i job -delen.

Hvis I har en installering, således at jobnumret skal angives manuelt, begynd med at udfylde ønsket nummer. Ved automatiske jobnummer vises nummerfeltet ikke, men jobbet tildeles næste ledige nummer.

Analyse

Under fanebladet Analyse vises jobbets aktuelle status. Understregede overskrifter indebærer at der findes mere detaljeret information, du kan fordybe dig i.

Hvis du f eks vælger Kat/Kode/Medi Honorar, vises informationen først opdelt på arbejdskategori, ved yderligere fordybning på arbejdskode, derefter per medarbejdere. Sidst vises detaljer, dvs. medarbejdernes timeføringsrader med kommentarer.

Registreret honorar viser værdien af antal timer multipliceret med de timepriser (eller kodepriser) som er blevet registrerede i systemet.

For indkøb vises indprisen (omkostningen) plus eventuelt påslag.

For at kunne følge faktureret op, klik på kolonneoverskriften Faktureret. Nedenstående billede vises da.

I billedet vises information om hvilke fakturaer, der udgør beløbene samt hvad fakturaerne afser. Klik på fakturanumrene til venstre for at se, hvilke poster fakturaen baseres på samt anvisningen fra fakturafanebladet. Klik på arket til højre for fakturaoplysningerne for at se, hvordan fakturaen ser ud i Pdf format. Videre kan du se, at fakturaerne oven er forfaldne, eftersom de har en rød markering i kolonnen Forf.

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.

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.

Print estimate

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

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.

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.

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.

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.

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.

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.

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.

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