To do this, click on the plus sign at the top right in all calendar views or in the "Projects" menu item. If you have specified under Administration > Calendar > General that projects can be created directly by clicking on a date in the calendar, creating projects is also possible this way.
Here, just like when creating a job, enter all relevant information. If you are missing fields for entering information, you can create additional ones under Administration > Projects > Additional data. For writing comments, see "Project documentation" below.
For a project, specifying a date and time period is not mandatory.
The first icon you see at the top right is for the dashboard. When you create a new project, you can add jobs, tasks, and working hours through it. Once they are added, the dashboard shows you an overview. If you want to add more jobs, tasks, or working hours via the dashboard, click on the corresponding word.
Under the term "Working hours" you can also create time quotas. For example, if 50 hours of planning time have been estimated for a project, they can be entered here. These time quotas are then also considered in the calculation and in the invoice insert and can be assigned with individual hourly wages or daily rates.
The second icon at the top right corresponds to the project documentation. Here, everyone who has access to the project can write comments, reply to existing comments, or upload files. Comments you write yourself can be edited or deleted later. With the appropriate access rights, comments from others can also be edited or deleted. It is also possible to choose whether the comments should be sorted in ascending or descending chronological order.
Here you see an overview of all jobs already created and can create new ones by clicking on "Add job" or via the "Short-record" at the top right. All jobs created in this way are initially individual jobs. If subjobs are created for these individual jobs, these individual jobs automatically become main jobs. These subjobs can be created again from the main job using "short-record" at the top right.
Switch to the personnel plan view at the top right to see all main and subjobs, where you can distribute your staff with just a few clicks. The colored bars are based on the respective job type.
Check the box "only future jobs" to hide all past jobs in large projects.
Here you get an overview of all employees involved in the project in the form of a timeline.
Here you see all tasks already created and can add new ones here.
Record your working hours here manually. For projects, these are only actual working hours.
Here you see a map view of all locations of the project. This allows you to quickly get an overview of the local distribution of the individual event days during tours.
Create invoice inserts here.
If you have created one or more of these tabs under Administration > Projects > Individual tabs, they will also appear with the corresponding icon at the top right in the project dialog. With these individual tabs, further information such as time, material, guest lists, or additional data fields can be created individually.
Here you get an overview of personnel costs.
At the bottom left under "Options" you can hide individual projects from the calendar. This function becomes especially interesting when you use synchronization with a rental management software and do not want to see some of the synchronized projects constantly in the calendar. Using filters in the calendar, hidden projects can be shown again if needed.
You can also convert a project into a job here.
You can also officially cancel or completely delete the project here.
As usual, you can download various datasets in CSV or XLSX format at the top right, create various lists in PDF format in the print view, send emails, copy the project, or request employees for the subjobs.