The structure of a preliminary project corresponds to the structure of a normal project. Project data include information on the preliminary project number and title, business unit, customer etc. The entry of expenses for a preliminary project is also possible.

Guides the user step by step through the entire preliminary project creation procedure and requests all mandantory data.

Resources can be planned already in the acquisition phase. Planned resources are taken into account with its order probability when calculating the capacity.

Preliminary projects can include one or more calculations. Calculations are mainly used to compare costs with potential revenues of performed services, materials or travel expenses.

The ProjectManagement tool provides a wizard that assists the user in transforming a preliminary project and its calculation into a customer project (current planning).

This function lets users generate a report that shows the notified hours or items for current projects and the calculated preliminary projects taking into account the order probability. This provides an overview of the employee's utilisation and the sales development.