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Creating a project

To begin we need to create a new project.

This is done by accessing the create project function in the project menu as shown below.

When creating a project there are different informations to take into account.
You can learn about them by using the tooltips functions, but let's take a look at the most important ones.

Who and where:

  • 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 for suggested time registration type

Project info

  • Title: Is the title of the project, similar to a task title or topic of an email.
  • Type: Project types is used to keep a track of different project types and their associated custom fields.
  • Status: Project status is 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 to show the current project on the Microbizz extranet, which is a customer portal for out customers endusers.
  • Expiration date: Is used for GDPR purposes and ..................................................................MISSING!
  • Description: Is 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 to attach files to the project, this can be view on the file tab (LINK) under the project card after the creation.

Billing, date and time

  • Invoicing: Choose how the project should be billed. Read up on invoicing here
    • During working hours: The system will only register the location during the working hours assigned in the workweek section as mentioned below
    • Don't track: The system won't track the users location
  • Location autoregister: This setting allows the users app to automatically check in and out based on what objects the user is near to when using an app
  • Request GDPR consent?: Use this function to send a GDPR consent request to the user
  • Colour: Choose a color that can be used to show with colors who is responsible for a planned task
  • Type: User types are a way of grouping users across teams. See more about these in the User types section
  • Administrator: If you are an administrator you can give the same permission to other users. See more about Permissions in this section
  • Team: Choose the teams in which this user should be. Learn about Teams in this section
  • Home Group: Choose a standard team for the user
  • Messages: Choose how the user should be contacted by the system

Workweek

When creating a user, you can add a workweek. This is used to for different purposes in Microbizz. For example when to plan a task, or for salary purposes. You can choose to ignore this section by not activating it.

That's it. You have now created a user.

Viewing a user

The user card is accessed either by the menu MY PROFILE or through the USER LIST where you will find all the users in your system.

The buttons

On the frontpage of the user card we find different buttons:

  • Edit: Used to edit the user information
  • Mobile auto configuration: Used to give a user access to the mobile app
  • Become user: It's possible for an Administrator to log on as any user through this function
  • 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

User tabs

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

  • Activity: Here is shown a chronological list of activities that the user has been involved in.
  • Competences: See what competences the user has
  • Disclosure: GDPR related tab viewing a list of objects the user has been in contact with
  • Equipment: See what equipment the user is attached or responsible to
  • Files: See files related to this user
  • Forms: Fill out forms and see previously filled out ones
  • Linked: A tab related to special integrations
  • Map: See a list of checkins for this user on a map
  • 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 past, present and future production
  • Salary: See salary related information
  • Statistics: Choose different mini reports to see statistics about this user
  • Working week: See this users workweek
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