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{{DISPLAYTITLE:Kunde og Job}}
== Kunde- og Jobanalyse ==

This function contains information of all your clients and projects. In the
first tab, Client and Project, you can see a list of all clients in the left part. When
you click on a client, all its’ projects are shown on the right
screen side.

In the next tab “All projects”, you will see a list of all projects, irrespective of clients.

{| class=mandeflist
|'''Due projects'''
|In the tab “Due projects” you will see projects that have reached deadline. Also projects with an invoice date that have no invoice printed out. This is only shown for project- and production managers of a project.
|-
|'''Only active'''
|In all these three tabs you can select to see only active projects.
|-
|'''Only own'''
|Own clients/projects are ones where you are client manager or project-/product manager.
|-
|'''Export'''
|Exports the list to Excel. Select which columns you want in the export.
|-
|'''To be closed'''
|Indicates to the accounting department that the project is ready to close.
|}

In the client list,  click the right mouse button and select
the columns you wish to see. The selection will be saved for your user
name.

'''Columns in the client list:'''
{| class=mandeflist
|'''Favourites'''
|Possibility to select only the most frequent clients.
|-
|'''Code'''
|A unique identity for the client.
|-
|'''Client'''
|Client name.
|-
|'''CM'''
|The employee code of the person in charge of the client (Client manager) in your own company.
|-
|'''A lock'''
|A lock means that the client is closed (inactive). This means that the client does not save any active projects and that new projects not can be opened to it. .
|-
|'''Group/Group name'''
|Group code/name
|}

'''Columns in the project list:'''
{| class=mandeflist
|'''Favourites'''
|Possibility to select the most frequent projects only.
|-
|'''Code'''
|A unique identity for the project. The code consists of the client code + a running number.
|-
|'''Project'''
|The project name.
|-
|'''Registered'''
|Date when the project was opened (registered).
|-
|'''PM'''
|Employee code of the project manager.
|-
|'''$'''
|Shows that there is WIP on the project.
|-
|'''A lock'''
|A project with a lock is closed.
|-
|'''Due'''
|Overdue client invoices on the project are shown in red. (one symbol if the invoice is due more than 8 days, two symbols if more than 31 days)
|-
|'''Inv text created'''
|If this is marked, somebody has started to create an invoice text on the Invoice- tab.
|-
|'''Inv text ready'''
|If this is marked, somebody has created an invoice text and marked it as ready.
|-
|'''Production manager'''
|Employee code of the production manager
|-
|'''WIP'''
|Shows the amount in the project’s WIP.
|-
|'''Currency'''
|Shows the base currency of the project. (Used only in multiple agency handling)
|-
|'''Project type'''
|Shows project types: external (E), within group or external within group (G), internal (I), project for internal work (9) and speculation- or pitch projects (J).
|-
|'''Estimate'''
|Shows if the project has a cost estimate.
|-
|'''To be closed'''
|Indicates to the accounting department that the project is ready to close.
|-
|'''WIP Fees'''
|Shows amount in WIP Fees
|-
|'''WIP Purchases'''
|Shows amount in WIP Purchases
|-
|'''WIP Other'''
|Shows amount in WIP Other
|-
|'''Fixed price'''
|Shows the fixed price of the project, if that has been set in advance
|-
|'''Deadline'''
|Shows the project’s deadline date, if set (Base registers/Pro/Client & Project)
|-
|'''Inv date'''
|Shows the project’s invoice date, if set (Base registers/Pro/Client & Project)
|-
|'''Invoiced'''
|Shows what has been invoiced on the project (including pre-inv.)
|-
|'''Marathon Time'''
|Marked, if the project is reportable in Marathon Tid.
|-
|'''Local name'''
|Shows a local project name, if set
|-
|'''Reference no'''
|Shows possible reference number.
|-
|'''End date'''
|Shows closing date of the project, if it is closed.
|-
|'''Start date'''
|Shows the project’s start date, if stated.
|}

If you wish to see the columns in a different order, you can  drag and
drop them where you want with the mouse indicator. Click in the
heading field in the column that shall control the sorting.

'''Oprettelse af kunder og jobs'''

New clients and projects can be entered directly in Project/Queries.
(New entries have to be activated by an administrator in
Classic and you must have authorisation on user level.) The fields
to be shown are selected in the system parameters- therefore the view
in your company can differ from the view in this manual.

=== Ny kunde ===

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

{| class=mandeflist
|'''Kunde - ID'''
|Kundens unikke identitet kan bestå af op til fire tegn.
|-
|'''Navn'''
|Kundens fuldstændige navn (syns f.eks. på fakturaer).
|-
|'''Intern benævnelse'''
|Internbenævnelsen kan bruges til at identificere kunden med nogen egen benævnelse. den bliver vist som kundenavn i Marathon, men på fakturaer til kunden vises kundens rigtige navn
|-
|'''Kundeansvarlig'''
|Systemet foreslår automatisk dig (den som er logget ind), men du kan ændre medarbejdere.
|-
|'''Kundekontakt'''
|Navn på kontaktperson hos kunden
|-
|'''Overkunde'''
|For statistik kan kunder knyttes sammen med overkunder. F. eks. kan Volvo være overkunde for Volvo Göteborg og Volvo Stockholm. (Overkunder oprettes i Basisregister/Job).
|-
|'''Kategori'''
|Kundekategori bruges til at kategorisere kunderne.
|-
|'''Moms'''
|Før momsberegningen i systemet fungerer, kræves det at momstype bliver udfyldt.

* Indenrigs Ordinær momssats for kunder inden for landet.
 
* EU Fritaget fra moms udenlands, inden 				for EU.
 
* Udenlands Fritaget fra moms, udenlands, uden for EU.

|-
|'''Vat'''
|For udenlandske kunder kræver systemet at VAT -nummer indtastes.
|}

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.

{| class=mandeflist
|'''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.
|}

=== Project queries ===

This
tab shows the current status of the project. 
You can deepen into any underlined heading.Search the project you wish to analyse.

{| class=mandeflist
|'''Valuta'''
|Marathon kan håndtere flere valutaer. Du kan vælge anden valuta end basisvalutaen; beløbene bliver da omregnet med den kurs, som er angivet i Basisregister/Valuta.
|-
|'''Honorar/Indkøb/Øvrigt'''
|Vælg, hvordan informationen om honorar/indkøb og øvrigt skal præsenteres ved fordybning (når du klikker på understreget overskrift).
|}

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

{| class=mandeflist
|'''Vis kun indlæst tid'''
|Ved at afkrydse feltet vises kun de timer, der er blevet indlæst og opdateret af økonomiafdelingen. Ellers vises al tid som er indberettet på jobbet. (Kun opdateret tid komme med på udskrifter under fanebladet Udskrift.)
|-
|'''Masterjob'''
|Hvis du har koblet sammen jobber med Master-sortering kan du her se statistik for alle jobber som er koblede til en Master. Masterjob oprettes enten ved joboprettelse eller under fanebladet Basisoplysninger.
|-
|'''Vis periode'''
|Under fanebladet Analyse vises i normale fald altid jobbets aktuelle status, men hvis du her vælger en periode, vises information kun fra den specifikke periode.
|-
|'''Fast pris'''
|Du kan angive en fast pris ved joboprettelsen eller under fanebladet Basisoplysninger, hvis disse felter er aktiverede.
|-
|'''Budget'''
|I kolonnen vises jobbets budget/budgetter opdelt på honorar, indkøb og øvrigt. (Hvis parameteren ” Regn kun med bekræftede budgetter” er afkrydset, ser du kun de budgetter, der er bekræftede.)
|-
|'''Antal'''
|Antallet indberettede timer, antal indkøb og antal øvrigtposter.
|-
|'''Registreret'''
|Kolonnen viser værdien af oparbejdet honorar, indkøb og øvrigt.
|}

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.

{| class=mandeflist
|'''Justeret'''
|Justeringer gøres oftest i forbindelse med fakturering eller når jobbet bliver afsluttet. Klik for at se detaljer om justeringer.
|-
|'''Faktureret'''
|I kolonnen vises hvad som hidtil er blevet faktureret på jobbet (eksklusive aconto faktureret).
|-
|'''Lager'''
|Det beløb, som skal faktureres. Lagret afser registreret beløb plus eventuelle justeringer minus faktureret beløb.
|-
|'''Aconto'''
|Viser hvis der findes noget aconto faktureret (ikke faktureret fra lager). Når aconto en bliver afregnet mod lager, vil faktureret beløb vises i kolonnen Faktureret.
|}

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.

=== Basisoplysninger ===

Under fanebladet basisoplysninger vises de joboplysninger, der blev indtastet ved joboprettelsen eller som er arvet fra kunden.

Hvis du vil ændre på nogen oplysning, klik på Ændre.
Du ser da samme registreringsbillede som ved joboprettelsen.

Du kan slette et helt job, forudsat at der ikke er noget registreret på det. Klik på feltet Slet.

=== Authorisation ===

Under fanebladet Autoriserede vises projektledere for det aktuelle job, og kundeansvarlig for kunden. Derefter vises hvilke medarbejdere som har adgang til jobbet.

=== Pris ===

I fanebladet Pris vises hvordan jobbet er blevet prissat med opdeling på honorar, indkøb og øvrigt.

Hvis jobbet har fast pris så synes det øverst i hver kategori.

Derefter synes eventuelle afvigelser fra medarbejdernes ordinære timepriser. Afvigende timepriser kan ikke ændres i dette billede, det gøres i Backoffice. Ved brug af afvigende priser anvendes en prioritetsorden for at bestemme gældende pris.

<code>****</code>/<code>****</code> betyder alle medarbejdere henholdsvis alle honorarskoder.

Eksempelet oven viser at alle medarbejdere koster 1 500 kr på alle koder undtaget Carl Eriksson, som koster 1 200 i normale fals, men lige på koden Informationsinsamling koster han 1 000.

(Hvis parameterindstillingen ”pris pr. arbejdskode” bruges i stedet for ”pris pr. medarbejder”, vil ikke de afvigende timepriser fungere. Da står det kun ”timeprisen hentes fra kode”)

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.

{| class=mandeflist
|'''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.

{| class=mandeflist
|'''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

{| class=mandeflist
|'''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.

{| class=mandeflist
|'''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.

{| class=mandeflist
|'''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 active''is ticked, the list shows only those
purchase orders that has not yet beenmatched with an invoice. Select
a line and click ''open''in 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.

{| class=mandeflist
|'''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.

{| class=mandeflist
|'''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.

{| class=mandeflist
|'''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
Marathon support 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.

{| class=mandeflist
|'''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.

{| class=mandeflist
|'''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

{| class=mandeflist
|'''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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