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  • On unit: If the project is related to a process unit (LINK TO UNITS)
  • Company: The company the project should be created on.
    • Search loop: This opens a window to search on companies within the system.
    • Plus button: This opens a window to create a new company in the system.
  • Contact person: The contact person is the relevant person at the company selected.
    • Search loop: This opens a window to search on persons within the company the selected in the previous field.
    • Pencil button: This opens a window to create a new person in the system.
  • Address: The address where the project should be completed on. The system suggest the delivery address, but this can be changed by selecting in thew dropdown menu. 
    • From company (default)
      • The delivery address of the company selected in the previous company field.
    • Custom
      • You can set a custom address which is entered by clicking the below address field and a new window will open where you can fill out address details.
    • No place
      • This hides the option for choosing an address on the project.
  • Responsible: Is the responsible of the project, normally the project manager.
  • Team: The responsible team on the project.
  • Work area: Is used Used for suggested time registration type

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  • Title: Is the title of the project, similar to a task title or topic of an email.
  • Type: Project types is used Used to keep a track of different project types and their associated custom fields.
  • Status: Project status is used Used to keep a track of the projects current status.
  • Priority: To set a priority of the project, this can be set with a value of 1-5, where 1 is highest and 5 is lowest.
  • Show on extranet: Is used Used to show the current project on the Microbizz extranet, which is a customer portal for out customers endusers.
  • Expiration date: Is used Used for GDPR purposes and ..................................................................MISSING!
  • Description: Is used  Used for a detailed description of the project. It's possible to use different text sizes, fonts, tables and images from the tools above the description field.
  • Files: Is used  Used to attach files to the project, this can be view on the file tab (LINK) under the project card after the creation.

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  • Invoicing: Choose how the project should be billed. Read up on invoicing here
    • Hours/products: This uses the time registrations and products as invoicing total.
    • Fixed price: This sets a fixed price for the project.
    • No charge: This sets the project to no charge, so won't be billed.
  • Requisition: Is used Used to set a custom billling-number for the invoicing. This can be PO-numbers, etc.
  • Price: This is visible if chosen as fixed price and here should the total invoice of the project be selected.
  • Customer must accept price: Is used  Used to let the customer accept the price on the extranet (customer-portal)
  • Budget: Is used  Used to estimate the cost of the project. This is divided into different budget areas which can be created from the task module > Settings > Budget ares. (LINK MISSING)
    • Internal hours This is a default of the system and this contains the cost of all internal hours used in the system. This should be the total cost of the hours in Estimate-field.
    • Budget area 1 (Subcontractors):  The is product use where budget area 'Subcontractors' is selected.
    • Budget area 2 (Materials): The is product use where budget area 'Materials' is selected.
  • Estimate: Is used  Used for the total time estimation of internal users time registrations.
  • Start date: The start date of project which is shown on the timeline afterwards.
  • Deadline: The deadline of project which is shown on the timeline afterwards.

Subscribers and custom fields

  • Subscribers: Is used  Used for email subscriptions, so the users in this field will receive email updates with changes on the project.
  • External subscribers: Is used  Used for external email subscriptions, so the end customer (persons) in this field will receive email updates with changes on the project.
  • Custom fields: Custom fields will be displayed in this part of the project card and this is depending on the project type, as custom fields are linked to project types.

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The project card is accessed either by the menu PROJECT SEARCH, LATEST or PROJECT START PAGES where you will find all the projects which is in your system, depending on the policies set in the project module.

The

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buttons

On the project card there are buttons located and here is the description of their functions.
In the lower left corner, on the frontpage of the project card we find a button called Actions and when clicking on this button a list of buttons will appear:

Actions:

  • Edit project: Used to edit the project information
  • Assign tasks: Used to add an existing tasks to the current project. Enter task number or name to start the search.
  • Create task: Used to create a new unassigned task to the project.
  • Create appointment: Used to create a new unassigned calendar appointment to the project.
  • Deactivate: When a user is no longer needed it can be activated here. You will then be asked to
  • Delete: You can delete a user here
  • Configure: Used to configure some integrations
  • Less: Show more/less of these buttons

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  • To template: Used to create a new gannt-template from the current projects gannt-tab. (it will copy the current gannt as a new template)
  • Copy: Make a copy of the project

Other

  • Invoice now: Used to invoice the current project - a new window will appear where the systems suggest the invoicing based on the invoicing set on the project when created.
  • Close project: Used to close the project, when it is completed or cancelled.

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Project tabs

Right under the user project card we see the user project tabs. These have different purposes:

  • Activity: Here is shown a chronological list of activities that the user has been involved inof the project.
  • CompetencesEmail: See what competences the user hasDisclosure: GDPR related tab viewing a list of objects the user has been in contact withrelated emails which is imported from the Mail import feature (LINK MISSING)
  • Economy: Shows the current economy on the project related to the budgets set when the project was created. (LINK BUDGET TASKS)
  • Equipment: See what equipment the user is attached or responsible to the project.
  • Files: See files related to this userproject. (FILE window - LINK MISSING)
  • Forms: Fill out forms and see previously filled out ones
  • Linked: A tab related to special integrations
  • MapGannt: Build, edit and view the project activities, tasks and appointments and dependencies within. (Needs long explanation)
  • Hours: See a list of checkins for this user on a maptimeregistrantions for the project and related tasks. 
  • List: Shows a list the activities, tasks and appointments on the current project.
  • Notes: See and write notes regarding this user
  • Prices: See and edit this users prices when registering hours on any task
  • Production: See this users project and it's related tasks.
  • Planning: See the projects past, present and future productionplannings.
  • SalaryProduct use: See salary related information
  • Statistics: Choose different mini reports to see statistics about this user
  • Working week: See this users workweekproduct use of the project and related tasks.