Base Module - Getting Started

 

This Getting Started document will guide you through the working process of 3f Project 2006 Base Module, which takes less than half an hour. Once you have gone through this paper, we strongly suggest that you take a look at the “Advanced Features” paper where more powerful advantages are described.

 

It is assumed that you have set up a 14-day trial account on our hosted server or that 3f Project 2006 has been installed on your own server. If you have not yet set up the trial account, go to http://www.3f-project-management.com/start/ to do so.

 

 

CUSTOMIZING

 

Step 1.  Enter employees

Click Projects & Resources > Login Resources

On the "Login Resources" page click “Add New”

and fill out the form.

Note: Set up a new Department by clicking Administration > Departments

 

Step 2.  Enter clients
Click Projects & Resources > Client and Projects

On the "Client and Projects" page click “Add New”

and fill out the form.

Note: Set up a new Project Type by clicking Administration > Project Types

Step 3.  Set up client project

Click Projects & Resources > Client and Projects

On the “Client and Projects” page, click “Add/View Projects” to the right of the specific client for whom you wish to set up a new project.

On the “Project List” page click “Add New”

and fill out the form.

 

 

Step 4.  Add tasks to client project

Click the Tree View > Projects > Name of Client > Name of Project >  Tasks

On the “Task List” page click “Add New”

and fill out the form.

Note: Please disable your popup blocker for the server address.

Important: An unlimited number of persons may work on the same task at the same time. Therefore, enter hours for the team as a whole.

 

 

Step 5.  Set Up System Defaults (Optional)

Click Administrative > System Defaults

Define your mail server for out going e-mails.

Define time tracking round off.

Upload images (e.g., your logo) to be used as header on printouts and in HTML e-mails.

 

 

TIMESHEET

 

6. Fill in timesheet

Click the Tree View > My Workspace> My Timesheet

Timesheet entries are done by choosing the project and task then entering the start and end time. Click Add Record to save the timesheet item. Continue until you've made all the entries for a particular day.

Note: If you want to submit a timesheet for a different day you may do so by choosing day from the date picker or navigate using the next and previous arrows.

7.  Submit timesheet

Click the Tree View > My Workspace > My Timesheet > Today's Date

Before submitting your timesheet update the Billable Hrs. and Remaining Hrs. (See help file for information on these two fields)

Click Submit Timesheet.

 

Note: If the optional Approval Management module is active and the project is setup not to require timesheet approval then the timesheet is automatically approved upon submission. If the optional Approval Management module is not active then timesheets are always automatically approved upon submission.

 

 

Step 8.  Tasks Remaining Hours

Click the Tree View > Projects > Name of Client > Project Name > Project Management > Tasks Remaining Hours

The person in charge of the project accepts or corrects the remaining working hours for each individual task as submitted by the resources.

Planned Hrs:	Original planned hours
Rem. Hrs:	Corrected remaining hours
Res. Rem. Hrs:	Estimated remaining hours as projected by team members

Recommendation: We suggest you review your projects on a daily basis, as the remaining hours are the foundation for the Project Overview reports.

Note: To set a task to "Finished", enter 0 in the "Rem. Hrs." (Remaining Hours) field across the task.

 

 

REPORTS

Note: All reports are based on submitted timesheets only.

 

 

1. Time Report

Click the Tree View > Projects > Name of Client > Project Name > Project Reports > Time Report

This report shows total hours worked on the active project shown in the status bar at the bottom of the screen.

Set the date range by clicking

“Date from” and

“Date to” then press the

button.

You may filter results by “Department” and/or “Resource” and you may use the “Group by” option.

 

 

2. Project Overview

Click the Tree View > Projects > Name of Client > Project Name > Project Reports > Project Overview

This report lists all the tasks set up within an active project.

Hours Planned:	Originally planned hours
Hours Actual:	Realized working hours
Hours Remaining:	Remaining hours of a task as set by the person in charge of the project (see Step 13)
Deviation Planned/Actual:	Difference between planned and realized hours Formula: Planned - Actual
Deviation Planned/Current:	Number of hours ahead or behind original schedule Formula: Planned - (Actual + Rem. Hrs)
% Finished:	The percentage finished for a task Formula: 100 * [Actual / (Actual + Rem. Hrs)]

 

 

3. Project Home

Click the Tree View > Projects > Name of Client > Project Name > Project Management > Project Home

This is the Project Summary.

Plan Hrs.:	Original planned hours per project phase
Act. Hrs.:	Total realized working hours per project phase
Rem. Hrs.:	Best possible estimate for remaining hours as made by the person in charge of the project per project phase (see Step 13)
Percentage (%):	Percent completed Formula: Act. Hrs / (Rem. Hrs. + Act. Hrs.)