Functional Overview MARIProject V7/May 2016/EN Status 05/31/2016

Transcription

1 al Overview MARIroject V7/May 2016/EN Status 05/31/2016

2 al Overview MARIroject This table shows the MARIroject-functions that are available to rofessional Users () and Limited Users (L). In addition, the administrator may restrict the access of individual users or user groups (e.g. project staff). Function Master Data rogram Employees Employee Master / L / L New Employee Wizard Resource ools Employee Skills / L Employee Master Overview / L Qualifications Qualifications New Qualification Qualification lans New Qualification lan Qualification lan Overview Qualification Training New Qualification Training Qualification Training Overview rojects roject Master / L / L roject Creation Wizard hase Master / L reliminary rojects / L roject Templates Service Master / L / L Saved Contract Elements Equipment Management Equipment Categories / L New Equipment Category Equipment Master / L / L / L / L New Equipment / L / L Equipment Overview (Service lans) / L 2016 MARINGO Computers GmbH, Köln age 2 of 25

3 rogram Equipment Category B Catalog Numbers / L Location Overview Equipment / L Customer Service Objects / L Customer Service Objects / L / L / L Customer Service Object Creation Wizard / L / L / L Import Customer Service Objects / L / L Import Customer Service Objects and Check List Results / L v Overview Customer Service Objects / L / L / L Customer Service Object Category Customer Locations / L / L / L Location Overview / L Customer Service Object Transfer Wizard: Edit Customer Service Objects / L / L Business artners / L Business artners / L / L / L / L Sales Opportunities / L / L Opportunity Overview / L My Opportunities / L Opportunity Responsible / L Business artner Audits / L Audit Templates New Audit Template Audit lans New Audit lan Audit lan Overview Business artner Audits New Audit Audit Overview ER System Cost Center Cost Center All Dimensions roject Codes items / L / L Warehouse 2016 MARINGO Computers GmbH, Köln age 3 of 25

4 Item Groups rogram Item Master Data / L G/L Accounts Customer Equipment Support roduct Master / L / L roduct Module / L / L roduct Version / L Support Group Service Level Agreement Support: Customer roducts roduct List by roduct, Module Synchronization of Support Tickets Service lans / L Service lan Template / L / L / L / L Defining New Service lan Template / L / L Service lan / L / L / L / L Create New Service lan / L / L Service lan Status (Equipment) / L Service lan Status (Customer Service Objects) / L Extension of Service lans Check Lists Check List Check List Status Qualification Check List Qualification Check List Status Overview Changes Notes/Reminders Master Data Lists Employee / L Employee List / L Employee List by Cost Center Employee Organization Employee Organization Calendar Employees by roject Team Employees' hone Numbers / L 2016 MARINGO Computers GmbH, Köln age 4 of 25

5 List: ools rogram rojects / L roject List / L roject List with roject Group 3 / L roject List with roject Group 2 / L roject List with roject Code / L roject List with Contracts / L Contracts/Calculations / L Sales Contracts with ositions / L Sales Contracts with ositions (All rojects) / L urchase rocesses with ositions / L urchase rocesses with ositions (All rojects) / L Contract List / L Sales Contracts with tenance ositions / L Sales Contracts with tenance ositions (All rojects) / L Equipment Management / L Equipment List / L Master Data Equipment / L Master Data Equipment Categories / L Equipment Dates Business artners Address List Address List by roducts Financial Accounting Cost Center List roject Code List Travel Expenses Travel Categories Travel Allowances Calendar / L Calendar Employee Summary / L Calendar Employee List / L Calendar List with Days / L Calendar Weekly Summary / L 2016 MARINGO Computers GmbH, Köln age 5 of 25

6 rogram Annual Vacation Summary L / Support / L Support roducts / L Support List: roducts - Customer / L Support List: Customer Requests / L Support List: roducts - Modules / L Support List: roducts - Versions / L Sales Opportunities / L Sales Opportunities / L reliminary roject/calculation reliminary roject Creation Wizard reliminary rojects reliminary Calculation Master Convert reliminary roject/calculation -> in roject/contract Wizard lanning roject lanning / L roject lanning eriodic roject lanning roject lanning with lanning Schema roject lanning with lanning Schema without Actual Gantt View (roject) reliminary roject lanning eriodic reliminary roject lanning reliminary roject lanning with lanning Schema without Actual Gantt View (reliminary roject) lanning Version Creation Wizard lanning Version Update Wizard Employees / L Gantt View (Employee) My Gantt View / L Employee lanning Calendar / L Employee lanning Calendar (Group) 2016 MARINGO Computers GmbH, Köln age 6 of 25

7 rogram Resource ools Gantt View (Resource ool) Gantt View (Resource ool + Employee) Resource ool lanning Information Resource ool lanning (eriodic) Equipment Gantt View (Equipment) Gantt View (Equipment Category) Gantt View (Equipment Category + Equipment) Cost Center lanning Cost Center lanning Cost Center lanning Schema lan/actual Cost Center lanning Schema lan lanning Transfer Wizard roject Team lanning Wizard MS roject Interface Exchange: Calendar Synchronization / L / L / L Exchange: Calendar Synchronization (roj. Manager) / L / L / L Data Entry Data Entry / L / L / L / L roject Entry Entry by Superior Attendance Error List / L Quick Entry / L / L / L / L Travel Expenses Accounting / L / L / L / L / L / L / L / L Day Entry / L / L / L / L To-Do List / L Attendance: Month Summary / L Attendance Quick Start / L revious Entry Forms /L Time Sheet Entry / L / L / L / L / L / L / L / L roject Entry Entry by Superior Travel Expenses Wizard / L / L / L / L Time Sheet Entry (Week) / L / L / L / L 2016 MARINGO Computers GmbH, Köln age 7 of 25

8 rogram Time Sheet Entry (Month) / L / L / L / L Quick Entry / L / L / L / L Items Entry / L / L / L / L Travel Expenses Wizard / L Travel Expenses Summary / L / L / L / L Travel Expenses Entry / L / L / L / L / L / L / L Travel Summary (Travel Expenses) / L / L roject Assignment Corporate Credit Card Import Travel Expenses Entry by Superior Travel Expenses Accounting Manager Request Management Vacation Requests, Flextime Requests etc. / L / L / L / L Request Management (for superiors) Vacation Management Vacation Requests / L / L / L / L / L / L / L Vacation Requests (by Superior) Vacation Summary / L Vacation Approval Flextime Management / L Flextime Requests / L / L / L / L / L / L / L Flextime Request (by superior) Flextime Request Approval roject Approval Approval roject Approval roject Approval: Items roject Approval: Travel Expenses Approval of Travel Expenses by Superior roject Approval: Equipment Approval of Sales Documents Approval of urchase Documents Approval of lanning Versions roject Approval List Info Screen roject Approval 2016 MARINGO Computers GmbH, Köln age 8 of 25

9 roject Approval: Items roject Approval: Travel Expenses Approval of Travel Expenses by Superior Function Order rocessing rogram Order/Contract Master / L / L Add New Contract Billing Wizard Document Transfer to ER System Search for Completable Contracts Revenue Return Account Wizard Wizard for Fixed rice Recalculation Edit List of Items Material Requirements Requests / L Open Material Requirements Requests list of material requirements requests / L Create New Material Requirements Request / L / L / L / L / L Overview Incoming Orders Open Carts My Carts (roject/contract) / L / L / L New Cart (roject/contract) Inventory Management for Items at Fixed rice MR demand roject Materials Management: osted Items -> Goods Issue roject Materials Management: osted Items -> Goods Issue, by BU roject Materials Management: Goods Issue -> Items to be posted Materials Reverse Entry Equipment / L Equipment Issue to roject, Return Import Returned Equipment osting Wizard Overview Rental Contracts / L Rental Status Contract / L 2016 MARINGO Computers GmbH, Köln age 9 of 25

10 rogram Commission Accounting Create Accruals based on A/R Invoices Create Commission Accountings based on Incoming ayments Commission Overview: Recipient of Commission Commission Overview: roject Commission Overview: Commission Type Entry Statement: Commission Analyses Uninvoiced Contract ositions based on Open hases Sales Documents Document Search: Sales Documents / L / L Sales Quotation / L / L Sales Order / L / L Delivery Note / L / L Goods Return / L Invoice / L / L Credit Memo / L Goods Return / L urchase rocessing urchase rocesses / L urchase rocess Wizard Enter urchase Document Enter urchase Document (Vendor) urchase Order Collector Saved urchase rocess Elements Document Transfer to ER System Expediting urchase rocesses Item Movement or Consumption Wizard Create urchase rocess from Sales Contract rerecorded Document List of rerecorded Documents New rerecorded Document: A/ invoice Make-or-Buy Demand List 2016 MARINGO Computers GmbH, Köln age 10 of 25

11 rogram Analyses urchase rocesses with Different urchase Order Quantity Quality Status of O ositions urchase Quantity Difference List of ositions with urchase Delivery Times List of ositions with Delay in Delivery urchase Documents Document Search: urchase Documents / L / L urchase Order / L / L Goods Receipt O / L / L Goods Return / L / L A/ invoice / L / L A/ Credit Memo / L / L Inventory Transfer / L / L Warehouse rocessing ick and ack Manager Code Scanner / L / L My ick Lists / L Inventory Transactions Document Search: Inventory Documents Goods Receipt O Goods Issue Stocktaking of Equipment Create Stocktaking ick List Open Stocktacking Equipment Internal rocessing Transfer Wizard Transfer Wizard: Items Transfer Wizard: Travel Revenues Create Internal A/ Invoice Travel Expenses Accounting Travel Expenses Accounting Wizard Travel Accountings Accounting Record 2016 MARINGO Computers GmbH, Köln age 11 of 25

12 rogram Travel Expenses Entry (Accountant) Travel Receipt Entry (Accountant) Travel Account Number Statement Travel Summary (Travel Expenses) Import Travel Expenses from Credit Card Statement roject Assignment Corporate Credit Card Import Travel Expenses Accounting Central Corporate Credit Card Entry Statement: Travel Expenses Internal Distribution of Services Accounting Wizard Distribution Lists Distribution Summary Entry Statement: Internal Distribution of Services Settings Definition Accounting Wizard Cost Rates Add New Cost Rates Cost Rates List Employee Costs Recalculation Wizard Assessment of Work in rogress Assessment of Work in rogress Saved Data Work in rogress Assessment List rojects ayroll Interface ayroll Types Create Attendance Times ayroll Export Wizard ayroll List Journal Entry Import Journal Entry Import: Foreign System Entry Statement: Journal Entry Import Foreign System 2016 MARINGO Computers GmbH, Köln age 12 of 25

13 rogram ro Rata for tenance ositions Rules: ro Rata Billing (Sales) Rules: ro Rata Billing (urchase) Simulator: ro Rata Billing Simulator: ro Rata Billing urchase rocess Entry Statement: ro Rata for tenance ositions ro Rata osting Wizard for Delayed ostings Service and Support Support Desk / L Support Tickets / L / L / L / L / L / L / L / L New Support Ticket / L / L / L / L / L Support Dashboard / L My Support Tickets / L / L / L / L SLA Monitor (My Tickets) / L SLA Monitor (All Tickets) / L rice Index Change for tenance Contracts Knowledge Base / L Service Tasks / L Service Tasks / L / L / L / L New Service Task / L / L Service Task Dashboard / L My Service Tasks / L Open Service Tasks / L Service Tasks for Billing Approval: Service Tasks with Check Lists Result Tasks / L Result Task / L / L New Result Task / L / L Open Result Tasks / L Internal Service Task / L Internal Service Task / L / L /L New Internal Service Task / L / L / L Open Internal Service Tasks / L My Internal Service Tasks / L 2016 MARINGO Computers GmbH, Köln age 13 of 25

14 Service Task Demand List Function Training Module rogram articipants Add New articipant Training Courses New Training Course Overview Training Courses My Training Courses / L Registration for Training Courses New Registration for Training Course Team Analyses Balance Lists: rojects / L Balance List: Hours / L Balance List: Days / L Balance List: Costs / L Balance List: Revenues / L Balance Lists: rojects (roject Manager) / L Balance List: Hours (roject Manager) Balance List: Days (roject Manager) Balance List: Costs (roject Manager) / L Balance List: Revenues (roject Manager) / L Balance Lists: Employee / L Balance List: Hours / L Balance List: Employee Hours (Freelancers) / L Balance List: Employee Hours (Regular Employees) / L Journals / L Time Sheet Entry Journals / L Time Sheet Entry Journal / L Time Sheet Entry Journal (Date of Service) / L Time Sheet Entry Journal (CW) / L Time Sheet Entry Journal (All Employees) / L Time Sheet Entry Journal (All Empl./CW) / L Time Sheet Entry Journal (All Empl./ / L 2016 MARINGO Computers GmbH, Köln age 14 of 25

15 Date of Service) rogram Journal for the Manager / L Journal for the Manager (Date of Service) / L Journal for the Manager (All Employees) / L Journal for the Manager (All Empl./Date of Service) / L Journal for the Financial Accounting / L Journal for the Financial Accounting (Date of Service) / L Journal for the Financial Accounting (All Empl.) / L Journal for the Financial Accounting (All Empl./Date of Service) / L Time Sheet Entry Journal by rojects / L Time Sheet Entry Journal by rojects (Date of Service) / L My Time Sheet Entry Journal by rojects / L My Time Sheet Entry Journal by rojects (Date of Service) / L Entry Journal (ISC) Support Entry Journal roject Entry Journals roject Entry Journal / L roject Entry Journal (Date of Service) / L roject Entry Journal (CW) / L roject Week Journal / L Time and Attendance Journals Employee Journal: Attendance Employee Journal: Attendance (Selection) / L Employee Journal: Attendance (CW) Employee Journal: Attendance (Selection) (CW) Employee Journal: Attendance for Manager (CW) Employee Journal: Attendance (All Details) Other Journals Employee Hours Summary / L Employee Month Summary / L 2016 MARINGO Computers GmbH, Köln age 15 of 25

16 rogram List Travel Expenses/Hours Travel Expenses Entry Journal Statement of Allowances for Additional Meal Expenses Employee Vacation Tracking / L List Vacation Requests / L List Flextime Requests Entry Journals Services (Regular Empl.) Items Entry Statistical Hours (Regular Empl. + Freelancers) Reports / L roject Report Financial Accounting: / L hase Service Report / L Service Report Invoice Annex / L Service Report Multi-Contracts / L roject hase Report / L roject Summary Report Multi-roject Report / L Employee hase Report / L Hours Comparison: Employees / L Transaction Report Equipment / L Transaction Report Rented Equipment / L Inactive Equipment List lanning / L roject lanning Summary / L Employee lanning Summary / L Week lanning Report / L Detail lanning Report / L Financial Accounting Trial Balance Open Items: Customers Open Items: Vendors Open Items: Customers (Historic by Key Date) Open Items: Vendors (Historic by Key Date) 2016 MARINGO Computers GmbH, Köln age 16 of 25

17 Open Items: Customers (Aging List) Open Items: Vendors (Aging List) G/L Account Statement Statement of Balance SA Business One Version 2005 Open Items: Customers Open Items: Vendors Support SLA Support Ticket Overview rogram Queries Query Generator Query Manager / L Query Master Info Screen roject/employee Summary / L Employee Info roject Info Vacation Information roject Totals / L roject Totals: Empl./Items/TE / L / L roject Totals: Services./Items/TE / L roject Totals: Employee Business Units / L hase Totals / L / L Detailed Totals / L roject Totals: Employees / L / L roject Totals: Regular Employees / L roject Totals: Freelancers / L roject Totals: Items / L / L roject Totals: Business Travel / L roject Totals: Travel Expenses / L / L roject Totals: Services / L / L roject Totals: Contracts / L / L roject Totals: Equipment / L roject Totals: Equipment Categories / L 2016 MARINGO Computers GmbH, Köln age 17 of 25

18 rogram roject lanning Totals / L roject lanning Totals: Employees/Resource ools/ Default ool / L roject lanning Totals: G/L Accounts/Items/TE / L roject lanning Totals (All) / L lanning Details / L roject lanning: Employee / L / L roject lanning: Resource ools / L / L roject lanning: Default ools / L roject lanning: G/L Accounts / L roject lanning: Items / L / L roject lanning: Travel Expenses / L roject lanning (Duration + Costs->Equipment Category / L roject lanning (Duration + Costs)->Equipment / L hase Totals (Hours) / L / L hase Totals (Others) / L reliminary roject lanning / L reliminary roject lanning: Employees/Resource / L ools/default ool reliminary roject lanning: G/L Accounts/Items/TE / L reliminary roject lanning: All / L lanning Details / L reliminary roject lanning: Employees / L reliminary roject lanning: Resource ools / L reliminary roject lanning: Default ools / L reliminary roject lanning: G/L Accounts / L reliminary roject lanning: Items / L reliminary roject lanning: Travel Expenses / L Employee Totals / L Employee: roject Totals (Summary) / L / L Employee: Target/Actual Comparison / L Detailed Totals / L Employee: roject Totals (h) / L / L Employee: Services / L / L 2016 MARINGO Computers GmbH, Köln age 18 of 25

19 rogram Employee: Items / L / L Employee: Trips / L Employee: Travel Categories / L Employee: Equipment Totals / L roject Totals: Equipment Categories / L Employee: lanning Totals / L Employee: lanning Totals / L / L Employee: lanning Totals + ool Fraction / L Employee: Target Working Time/lanning Totals / L Employee: Target Working Time/lanning Totals/ool / L Employee lanning by ool Fraction / L Resource ools (lanning) / L Resource ools / L Assigned Resource ools / L Resource ools: Default / L Team lanning (ool + Members) / L Equipment / L Equipment->Cost Type Totals / L Equipment->Cost Type Totals / L Equipment->Employee Totals / L Equipment Category: Equipment Totals / L Equipment Category: Cost Types / L Equipment Category->roject Totals / L Equipment Category->Employee Totals / L Equipment Category lanning: rojects / L Equipment lanning->cost Types / L Equipment lanning: rojects / L Contracts Totals / L Contract: Summary / L / L Contracts Totals / L Contract->Services / L / L Contract->Items / L / L Contract->Remaining Volume Contract ositions / L / L Contract->ositions / L 2016 MARINGO Computers GmbH, Köln age 19 of 25

20 rogram Contract->Travel Expenses / L Contract->Travel Categories / L Contract->Invoice Documents / L Contract lanning / L Contract lanning: Employee / L / L Contract lanning->summary / L / L Contract lanning: Items / L / L Contract lanning: Resources ools / L / L Contract lanning: Default ool / L Contract lanning: Employees/ools / L Contract lanning: osition / L Contract lanning: Service / L Contract lanning: Travel Categories / L Other Totals / L Service Totals / L Item Totals by roject / L Item Totals by Employee / L Item Totals by Contract / L Item Totals: roject lanning / L BU vs BU / L eriod Statement roject Totals Employee Totals Travel Categories Travel Expenses: rojects Travel Categories: Employees Travel Categories: Contracts Travel Categories: Trips roject Totals: Travel Categories Employee Totals: Travel Categories Employee Totals: Trips Travel Categories: lanning Totals Travel Expenses Search for Travel Records 2016 MARINGO Computers GmbH, Köln age 20 of 25

21 Support Tickets roduct: Handled by roduct: riority roduct: Module Customer: roduct Employee: roduct Financial Accounting Cost Center: G/L Accounts Cost Center: G/L Account (All Accounts) Cost Center Document Info roject Code: G/L Accounts roject Code: G/L Account (All Accounts) roject Code Document Info G/L Account: roject Code (Actual) G/L Account: Cost Center (Actual) G/L Account: roject Code/roject(s) (Actual) rogram Service and Support / L Service Task: Items / L Service Task: Hours / L Service Task: Travel Expenses / L Service Task: Equipment / L Service Task: Summary Services/Items/TE/Equipment / L My Reports My roject Totals / L My Contract Totals / L My roject lanning Totals / L My Target Working Time / L My Attendance Times / L Info Screen Management roject Analyses roject Analysis roject Analysis (Employee Filter) Contract Analysis roject Manager Analysis 2016 MARINGO Computers GmbH, Köln age 21 of 25

22 rogram roject Manager Analysis (Employee Filter) Contract Analyses Contract Analysis Contract Analysis (roject Manager) Employee Analysis Employee Analysis Superior Summary: Employee ool/team Analysis ool Managers Equipment Equipment Categories Equipment Cost Accounting Cost Center Breakeven Analysis Settings Breakeven Analysis Definition Column Definition Info Screen Management Column Definition Contract Cost Center Breakeven Analysis Cash Flow Setup Data Warehouse Management Data Warehouse Scheduler Basic Settings Master Data Business Units Business Unit List Companies Define Exchange Rate List of Settings Customer Languages Notification Texts Text Modules Approval rocess lanning Versions Initialization Wizard Tax Rate Change Wizard 2016 MARINGO Computers GmbH, Köln age 22 of 25

23 rogram Commission Accounting Type Travel Expenses Travel Categories Travel Expenses Rules Refundable Mileage Allowances Refundable Mileage Allowances (Selection) Time Management Calendar Data Calendar Template Working Time Rules eriod View eriod-end Closing Create Business Year Overtime Initial Values Entry of Vacation Entitlement Time Touch Settings Settings: Contracts/urchase rocesses Approval rocess rint rocess Sales Documents rint rocess urchase Documents Quality rocess Quality Status Rounding Methods Document Numbering Surcharge Rule Catalog Setup Request Management Approval rocess Requests Settings rogram Version Administration User Administration User Administration (Not assigned) User Administration Customer User Groups 2016 MARINGO Computers GmbH, Köln age 23 of 25

24 rogram User Groups Customer ortal User List Checked Out Elements Authorizations Fat Form Authorizations Menu Authorizations Menu Authorizations Menu Authorizations Customer ortal Menu Authorizations Customer ortal Menu Authorizations Customer ortal Form Authorizations Customer ortal Customer User Group Assignment Authorizations Folder (Customer User) Authorizations Query Groups (Customer User) Authorizations: Info Screen on Totals User Groups Authorizations Folder Authorizations Query Groups Reports Report Authorizations User-Defined Reports Report Authorizations Customer ortal Export Wizard: User-Defined Reports Import Wizard: User-Defined Reports QR Code Definition Service Service Overview Create Service Customizing Tools User-Defined Fields Forms for User-Defined Fields 2016 MARINGO Computers GmbH, Köln age 24 of 25

25 rogram New Forms for User-Defined Fields User-Defined Tables Create User-Defined Tables User View / L Version Info / L / L Database Service Change assword / L / L User rocesses / L Time Touch License Only for the recording of hours, i.e. the entry of attendance times and project times MARINGO Computers GmbH, Köln age 25 of 25