ProjectManagement based on SAP Business One > ProjectManagement > Project Planning

 

ProjectManagement enables sophisticated planning options. The system makes a distinction between four planning versions that can be created by using different methods. Different  resources are available for project planning: employees, resource pools, materials or travel expenses. In addition, the user is able to work with hierarchical phase structures, to create an overall planning or a detailed day planning and, depending on his knowledge, to further develop these planning versions.

 

This allows viewing different project's perspectives: working time, process time, resource, resource pools, project/employee related costs, graphic views or list form etc. The focus is on providing users a multidimensional view on the project. Project Planning functionalities includes:

Project Planning
Planning DimensionsPartner Product Available

Four different planning versions can be used, such as PreProject Plan, PreProject Plan Blocked, Primary Planning and Current Planning.

 
Standard PlanningPartner Product Available

Users can create different process scenarios in the respective planning version, from overall planning to detailed day planning by using different resources, such as such as employees, resource pools, materials and travel expenses. In addition, costs and revenues with respect to single phases can be planned.

 
Gantt ViewPartner Product Available

The Gantt view is a bar chart that illustrates the project schedule. In addition, it establishes direct relation to the planning calendar and represents the selected resource and its availability highlighted in terms of colour. Excess planning, for example, is represented by a red bar. The drag & drop feature makes it easy to modify a planning by simply moving and placing information. This allows users at any time to get a general idea of their project and the resource capacity and utilisation.

 
Period PlanningPartner Product Available

A matrix for period planning is available that enables the user to plan the resources for each month per phase.

 
Planning Transfer WizardPartner Product Available

The Planning Transfer Wizard allows users to postpone and to transfer planned data to another phase or resource. Planned data can also be transferred from one project to another.

 
MS Project InterfacePartner Product Available

Planning with MS Project is possible with synchronised data via a two-way connection. Actual data recorded can be transferred to MS Project. Newly created processes or milestones are also transferred to the other program enabling the user to carry out the project planning in MS Project and the timekeeping and project controlling in this solution.

 
Planning ReportsPartner Product Available

An overview of your project is gained by using different reports, such as:

Balance Lists - compares planning data with actual data and calculates the balance

Planning Project Summary - shows the planning data for each project phase and its subphases

Project Planning Totals - shows the planning on the basis of G/L accounts

 
Management InformationPartner Product Available

Different views of the project planning can be selected, such as customer, customer group, business unit, company, project manager etc. The user can choose filters and periods and he can add additional columns.

 
Exchange Server Calendar SynchronizationPartner Product Available
This function allows the single employees to synchronize the recorded planning data through the Exchange server in the Outlook calendar.
 
Exchange Server Calendar Synchronization Project ManagerPartner Product Available
This wizard allows the project manager to export data planned for the employees provided that he is authorized to record planning data in the Outlook calendar.
 
Outlook IntegrationPartner Product Available
The Outlook integration enables the employees to link new calendar entries in MS Project with projects as project planning.
 
SAP Product Available Partner Product Available SAP Product Available with Future Releases Partner Product Available with Future Releases Future Focus