Project management root folder
Additional feature that creates a set of folders for project management and controlling
Operating mode
Cloud Suite
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Created: 02.07.2019
Machine translated
Updated: 03.05.2023
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Updated documentation and screenshots, added technical information.
This application is an Additional Feature. The corresponding config set can be found here.
Application
This additional feature creates the root folder Project Controlling with the following subfolders:
| Project Search |
Sql folder searching for projects.  |
| All active projects |
Expression Folder to display all active projects. |
| Inactive projects |
Sql folder that represents all inactive projects that have been created since the selected date and are inactive. |
| Projects by area |
Keyword Folder for projects. Projects can be assigned to the keywords Range 1, Range 2, or Range 3. You can customize the keywords or add new ones. |
| Projects by Category |
Keyword Folder for projects with Exclusive feature. Projects can be assigned to exactly one of the keywords Category 1, Category 2 or Category 3. You can customize the keywords or add new ones. |
| Budget control |
Sql folder that displays all projects of the selected project leader and gives an overview of the budget situation for fees and expenses. The project progress (color scale) refers to the fee budget only. The PoC value (Percentage of Completion) represents the ratio of the delivered internal hours to the planned internal hours.  |
| Gross margin Projects |
Expression Folder containing all projects with services in the selected period. Both open and billed services are considered. The calculation of turnover, costs and contribution margin refers only to the fee values. Expenses are not taken into account. In order to calculate the contribution margin correctly, cost rates must be entered. 
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Download
Important information before importing can be found in the article Interesting facts about the additional features. Please note that config sets change data in Vertec, which may result in existing data being overwritten.
The exact import process can be found in the Articles about the config sets.
Download the additional feature with the following link:
| Version Requirement | Download |
|---|---|
| 6.5.0.1 | Configset_rootprojectcontrolling.xml |
The following objects are created by importing the config set:
| folder | Root folder Project Controlling with the following subfolders:
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| User groups |
The editors must be User group assigned to the appropriate user group. |