Project management

In Scopevisio, you bundle all project data and documents in a standardized data pool, regardless of format and source. Scopevisio thus becomes the central point of contact for all project participants. What's more, it becomes the central work platform.

Scopevisio projects provide the entire project team with a constantly up-to-date information, calculation and billing basis. External partners and suppliers can also be easily and securely integrated and kept at a distance with appropriate access restrictions. The cloud project file thus becomes a productivity accelerator.

Project overview

Select Organization > Projects.

The project overview displays a filterable table of all projects.

• Select and filter project columns. Right-click on the column headings to show or hide further information and click on the icon to expand the table filter.

• Use the corresponding columns to display the financial status of projects, for example.

• You can also duplicate a selected project, for example, to create a similar one.

• You can use the other functions (... menu at the top right) to display the selected view as a calendar, call up Projects2Go or use various import options.

Create project

Select Organization > Projects and click Add.

To create a project, simply fill in the mandatory fields highlighted in yellow and save the form. Everything else can be added later or will be filled in automatically as soon as the corresponding activities take place.

1. Make sure of the project category (the default assignment is customer project).

2. Who is the customer of the project? Enter the relevant information here.

3. Enter a project name or leave it at the system-generated proposal. Points 2 and 3 are the two mandatory fields.

4. The project details are self-explanatory. The project owner is often also the project manager.

5. Save your project and go back.

If you call up your newly created project from the overview table, the project details highlighted in blue appear as follows:

In this project file, you can collect information on:

• Tasks

• Project-related e-mail

• Project-related documents

• comments

• the project team

• the project participants

• time recording and

• incoming invoices

If required, you can display additional business objects by right-clicking:

The individual business objects can be found in the Project and Execution tabs:

1. Break down the project into tasks, which you can in turn break down into activities and delegate. Anyone who is involved in tasks related to contacts is automatically listed as a project participant (see 6).

2. You can save emails to the project,

3. ... and you can assign documents. You can upload documents from an external storage location using the upload button or assign them directly from Teamwork. If you select "To tasks" in the "Additional reference" field, you will also see all documents that are attached to tasks related to this project.
   You can find an excursus on project collections here.
   The options below the table allow you to better manage your documents, some of which are self-explanatory. "Remove reference" removes the document from this specific project, but leaves it in its original folder in Teamwork. "More" switches to a new form in which you are offered even more filter options - very practical if you have a rather confusing number of project-related documents. "Remove" deletes the document from both the project and Teamwork, but can only be executed by the document owner.

4. The project team can leave comments here: Meeting results, telephone calls, notes and contract components can be found here. The comments are logged with the author and time.

1. Assemble your project team. As always, you can right-click on the column headings to display a menu that allows you to select the columns individually.

2. This business object is filled automatically: People who have a connection to the project through a project-related task are displayed here as additional project participants. If there are no tasks, there are no entries here.

3. See which project-related services have been performed in the time recording.

4. Here you will find the incoming invoices that are related to the project.

Resource planning in the project

If you are working with resource planning, you have extended options for monitoring and controlling the project.

The additional tabs "Resources" (1) and "Planning" (3) are available for this purpose. If they are not yet visible, activate them by clicking on "Convert" (2) and select the one you want.

Duplicate project

If your projects are relatively standardized, create a "sample project" that you can use as a template for other projects. You can use the Duplicate button to derive individual projects from it, in which you can add the respective specific data. Such a sample project can also serve as a task bundle in which you can map recurring, larger processes with several participants, delegate individual activities and define due dates.