Create projects

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 updated 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.

Select project name

In the new ribbon, select Organization > Administration > Setup wizard > Company.

When setting up your Scopevisio access, you can select your desired project name under Company in the setup wizard or create your own name. Otherwise, the default name Project is used.

In the following, the name Project is used, which may differ from your name in the application.

Create project

In the main function, select Projects > Projects and click Add.

To create a project, simply fill in the mandatory fields marked 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. 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.

The project details highlighted in blue then 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

1. Break down the project into tasks, which you can in turn break down into activities and delegate. Anyone involved in tasks related to contact 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.
   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.

Show and hide business objects

Right-click on an empty area of the form to show or hide business objects. All business objects are shown in the form shown above.

Note: The selection of business objects corresponds to the Enterprise Suite. Depending on the suite, not all business objects may be available.

Project overview

Select Projects > Projects.

The project overview displays a filterable table of all projects.

1. 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.

2. Here you can see, for example, how the projects are represented financially.

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

4. The icons in the margin allow you to call up the project calendar for a selected project or to create a time entry for this project.

5. You can use the More functions icon (double arrow at the top right) to display the selected view as a calendar or call up Projects2Go if you have installed this mobile app.

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 add the 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.

Dimensions

Depending on the product line, you can evaluate data in Scopevisio according to up to ten dimensions, e.g. to map cost centers and cost units, but also business units and employee assignments.

If the portfolio of subscribed applications also contains the Projects application, the third dimension is automatically coded as a project dimension.

Note: If you have already assigned the dimension elsewhere, you must assign a different dimension for projects. You can do this in the project settings. To do this, select Global > Master data > Projects > Edit project settings.