PROJECTS2GO

Do you spend a lot of time in the field? Then PROJEKTE2GO is the ideal mobile companion, giving you access to your project calendar, time entries and orders from anywhere. As in the other 2GO applications, you can also view and edit your contacts, tasks or documents stored in Teamwork.

Authorizations for PROJEKTE2GO

Required licenses

The PROJEKTE2GO license is available for Scopevisio Business and Enterprise and can be purchased separately as a product in the store. Logging into PROJEKTE2GO is possible with this license.

Necessary profiles

Select System administration > User administration > Profiles and rights to give PROJEKTE2GO users the appropriate rights.

Here you can select, assign and edit user profiles as required. Or you can create new ones, e.g. by duplicating an existing profile and modifying it accordingly.

Start PROJEKTE2GO

In general, however, you always have the option of starting PROJEKTE2GO from the application. To do this, follow the path System menu>My Scopevisio>My Scopevisio2GO apps>STARTER2GO. From here you will be redirected to the login in the web browser, where you select PROJEKTE2GO .

You can also log in to your PROJEKTE2GO from anywhere via our website scopevisio.com>My Scopevisio>Log in>General: Start my Scopevisio>STARTER2GO .

Alternatively, you can also download PROJEKTE2GO directly from the App Store or Google Play Store to your mobile device.

We recommend working with the native apps on smartphones or tablets, as these make ideal use of the comparatively small screen surface.

Log in

A login screen opens in your browser/app. Log in there with your e-mail address and password.

Time entries

The app opens in the standard view under the Time entries menu item. Here you can do the following:

1. enter a search term for a full text search.

2. Filters allow you to filter the time entries according to certain criteria, e.g. project or employee.

3. Create a new time entry,

4. release an entry for billing or

5. select a time interval for display.

6. See to which reference object, e.g. project, the time entry belongs and open the reference object via the link.

7. See whether the work has been carried out, released for billing or already billed.

8. Use the action button to contact the client or create a task.

9. Clicking on the clock icon starts the function defined in the settings, e.g. a time entry or time recording using a stopwatch.

10. The menu can be expanded and collapsed by clicking on the symbol with the three bars.

Use the New button (3) to create a new time entry.

The following illustration shows a complete entry, with assignment to a project and a task as well as the notes Billable, Completed and Billing approval.

It is not necessary to fill in all the details.

Save your time entry using the diskette symbol at the top right. It will then be displayed in the overview of time entries as follows. Note how the entry has been marked as completed and released.

Select the Time interval button (5) to display entries for a specific time period.

Switch the selected time period to active.

Shortcuts are available to display time entries for last week or last month, for example. If you have also filtered the entries by service or project, you can use this to prepare a time statement, for example.

Calendar

Under the Calendar menu item, you can:

1. search for specific projects, time entries or tasks, for example.

2. Filter by employee, project, etc. using the filters. This means you can display a project calendar, for example.

3. display tasks by default at 8 a.m. on the due date. These are displayed in blue.

4. Time entries receive a blue tick if they have been completed and a green tick if they have been released for billing.

5. Select the view period here.

6. Here you can show or hide the lower button bar.

Overviews

Display overviews of time entries by times, contacts, projects, orders, services and tasks.

As usual, you can narrow down the overviews by filter settings and specifying the time period.

Contacts

The Contacts menu item gives you access to your Scopevisio contact management with all the associated information. You can restrict the view in the filter field.

If you click on a displayed contact, the link takes you directly to the associated file. There you can see data, tasks and communications (documents, e-mails, comments, etc.) that are saved for the contact, as well as the contact owner. You can export the contact as a vCard or display directions.

Of course, you can also create new contacts under this menu item (see numbering in the image):

1. create new contacts

2. change and complete existing ones

3. write an e-mail to the contact

4. call the contact

5. create a task for the contact owner with reference to the contact. For this, we recommend using the landscape view on a tablet without an expanded menu.

6. The clock symbol allows you to enter times for contacts.

Projects

The Projects menu item offers you the following options

1. Create a new project directly from the app.

2. The filter and the search field allow you to customize the view.

3. Tap on a project to go to its detailed view.

4. You can record times for the relevant project using the clock symbol.

5. Scroll through the project view.

Tap on a project to open the following screen.

1. The menu opens on the project details. Further menu items provide access to jobs, tasks, time entries, the journal, documents, emails and comments associated with the project. These are presented to you pre-filtered for the selected project.

2. You can also expand and collapse the menu here for a better overview.

3. A calendar icon opens your associated project calendar.

4. Click on the pencil icon to edit your project data.

5. The clock symbol for time entries is present everywhere.

6. Sections (business objects) that can be folded in and out structure your database.

Orders

The Orders menu item displays your orders. This is done again with the usual filter options, the option to record times on tasks, an action button for further activities and links to drill down to related information.

Tasks

The Tasks menu item provides access to a task list.

1. For a better overview, the menu is collapsed here. You can view it by clicking on the three bars.

2. Search for specific terms in your tasks.

3. The tasks can be filtered by responsibility, contact, due date, start date, status and priority.

4. You can create new tasks here.

5. Click on a task to open its details, which - like the task itself - can also be edited from within PROJEKTE2GO . To do this, click on the details provided with a link or on the pencil symbol in the top right-hand corner.

6. Click on the action button to create a new task for the employee concerned.

7. Record times on tasks.

In the following view, you can see the details of an individual task.

You can view tasks as well as create, edit or delete them. Activities, priorities, due dates, responsibilities and processing status can be stored for each task. Tasks and activities can also be assigned to a specific contact and delegated to a responsible person.

Journal

The journal documents all events that have occurred in Scopevisio, such as comments/emails/tasks/time entries/deadlines and status changes to contacts/projects/records/assignees.

Documents

In the Documents menu item, you can access Scopevisio's document management system Teamwork:

1. You can upload new documents directly from your mobile device to Teamwork.

2. Here you can enter a search term for a full-text search.

3. To limit the full-text search, you can filter on the collections available to you. The filter setting will be displayed.

4. You can access your Teamwork web client via the Teamwork Weblogin link.

5. Click on the document preview to display the document.

6. Clicking on an empty space below the reference file opens a new form with general information, further details, comments, versions and the document preview.

Scopen

The Scopen menu item takes you to the Scopen form for a Scopevisio-wide full-text search.

Here you can, as usual

1. Scopen

2. Filter and

3. create time entries.

Search your entire company in Scopevisio, as you are familiar with from the Scopevisio client application, according to the selected filter criteria. These help you to restrict the search to contacts, incoming invoices, tasks or documents. If you scan all content for a search term, you will see all elements that contain the term or character combination you entered.

Settings

You can customize PROJEKTE2GO under Settings :

1. In the Personal Scopevisio e-mail address area, you can set your e-mail agent. If you tick the checkbox, emails that you send from PROJEKTE2GO are automatically archived in Scopevisio and saved directly to the contact when they are sent in the CRM system.

2. Here you select the menu item that PROJEKTE2GO displays as the start page.

3. Configure the behavior of the stopwatch.

4. Specify how tasks and projects are to be displayed in the calendar.

5. You determine the start time of time entries here.

Change company or log out

If you have created several companies in your instance, you can switch to another company from any menu item using the three dots at the top right. You can leave Scopevisio using the Log out button. You will also find links to the user manual and support here.