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Rillsoft Project 9 documentation
Project portfolio
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    • Legal notice
    • Introduction
    • Working in networks
    • Work with Project
      • New Project
        • Create new project
        • Open project
        • New project from template
        • Reload project
      • Set project properties
        • Define project properties
        • Preferred teams
        • Define machine types that can be shared
        • Define machinery that can be shared
        • Define header and footer
        • Define format
        • Define color
        • Create user-defined fields
        • Enter notes & links
        • Documents(DMS)
      • Settings for project and programme
        • Save settings in the workplace
        • Copy settings from the workplace
      • Settings for project with Rillsoft Integration Server
        • Save settings for project
        • Save settings for header and footer
        • Save settings for user view
        • Project documents
      • Project information
        • Project information
        • Late activities
        • Overallocated resources
        • Failed resource
        • Unassigned resources
        • Partially assigned resources
        • Project overview
        • Portfolio dashboard
        • Cross-project links
        • External documents
      • Create activities
        • Create activities
        • Edit activities
        • Delete activities
      • Working with activity and subproject tables
      • Link activities
        • Link activities
        • Edit link
        • Delete link
      • Activities properties
        • Enter activity properties
        • Define general activity properties
        • Assign roles
        • Assign employees
        • Timesheet
        • Allocate material
        • Allocate machine types
        • Allocate machinery
        • Check links
        • Define format
        • Fill in user-defined fields
        • Enter notes & links
        • Assign documents in the DMS
      • Split activities
      • Split activities into places / subproject
      • Subprojects
        • Create subproject
        • Insert subprojects from file
        • Insert subprojects from Rillsoft Integration Server template
        • Edit subprojects
        • Delete subprojects
        • Enter subproject properties
        • Assign activities to subprojects
      • Summary project
        • Summary project
        • New Summary project in Rillsoft with interface to Rillsoft Integration Server
        • Open a summary project in Rillsoft with interface to Rillsoft Integration Server
        • Reload summary project
        • Form a summary project from a split project
        • Summary project archiving in Rillsoft with interface to the Rillsoft Integration Server
        • Cross-project links in summary project
      • Take over start and finish dates of a project from activities
      • Improve presentation of the project
      • Optimize a project
      • Save project
      • Save project as template
      • Import of projects
        • Import
        • Import from MS Project XML
        • Import text file CSV format
      • Export of projects
        • Export
        • MS Project XML
        • Export to MS Excel
        • Export to MS Outlook
        • Export XML for Web
    • Resource management
      • Create resources
        • Identify resources
        • Create new resource pool file
        • Create new resource pool in Rillsoft with interface to Rillsoft Integration Server
        • Import of the resource pool from resource pool file in Rillsoft Integration Server
        • Select other resource pool
        • Set and adjust calendars
        • Set and adjust roles
        • Set and adjust teams
        • Set and adjust employees
        • Set and adjust materials
        • Set and adjust machine types
        • Set and adjust machinery
        • Set and adjust project categories
        • Set and adjust project status
        • Set and adjust project customers
      • Update resource pool
      • Assign resources
        • Resource allocation
        • Assign activities to a role in the view Role
        • Role View Resource Properties
        • Assign activities to a team in the view Team
        • Team View Resource Properties
        • Assign activities to an employee in the Human resource capacity planning
        • Assign activities to an employee in the view Employee
        • Employee View Resource Properties
        • Assign activities to a material in the view Material requirements
        • Material requirement Properties
        • Assign activities to a machine type in Machine types
        • Machine types Resource properties
        • Assign activities to machines in the view Machine usage
        • Machinery properties
        • Resource utilization
      • Automatically assign resources
        • Assign employees to activities
        • Remove employees from activities
        • Assign machinery to activities
        • Remove machinery from activities
        • Identify roles from the employyes assignation
        • Identify machine types from machine allocation
      • Synchronize resources
        • Shift to resource pool
        • Manual selection of calendar
        • Manual selection of roles
        • Manual selection of teams
        • Manual selection of employees
        • Manual selection of materials
        • Manual selection of machine types
        • Manual selection of machinery
        • Manual selection of project category
        • Manual selection of project status
        • Manual selection of project clients
    • Project views
      • Project views
      • Task views
        • Gantt chart
        • Network diagram
        • Gantt-network chart
      • Variance analysis views
        • Variance analysis
        • Variance analysis time
        • Variance analysis effort
        • Variance analysis cost
        • Variance analysis activity properties
        • Variance analysis of subproject properties
      • Resource views
        • Role
        • Role usage with effort
        • Role usage and FTE
        • Project-specific role
        • Role View Resource Properties
        • Team
        • Team View Resource Properties
        • Project-specific team
        • Employee workload
        • Employee workload with an additional Gantt chart
        • Project-specific employee workload
        • Employee View Resource Properties
        • Timesheets tab on the employee view
        • Material requirement
        • Material requirement Properties
        • Machine types
        • Machine types Resource properties
        • Machinery usage
        • Machinery properties
      • Capacity views
        • Human Resource Capacity Leveling
        • Relative capacity requirements percent each role
        • Human Resource Capacity Leveling with an additional Gantt chart
        • Project-specific Human Resource Capacity Leveling
        • Human Resource Capacity Leveling with additional resource chart
        • Machine capacity planning
        • Machine capacity planning with additional resource chart
      • Structure resource views
        • Structure resource views
      • Combine and format resource views
        • Additional resource chart
        • Additional cost chart
        • Additional gantt chart
        • User views
        • Customise format views
        • Filter
        • Search
    • Project portfolio
      • Project portfolio
      • New project portfolio
      • New Project Portfolio in Rillsoft with Interface to the Rillsoft Integration Server
      • Open a project portfolio
      • Open a project portfolio in Rillsoft with interface to Rillsoft Integration Server
      • Reload portfolio
      • Cross-project links
    • Project portfolio
      • Project portfolio
      • New project portfolio
      • New Project Portfolio in Rillsoft with Interface to the Rillsoft Integration Server
      • Open a project portfolio
      • Open a project portfolio in Rillsoft with interface to Rillsoft Integration Server
      • Reload portfolio
      • Cross-project links
    • Project controlling
      • Project controlling
      • Add baseline
      • Select baseline
      • Dynamic baseline
      • Delete baselines
      • Variance analysis
      • Control of project financing
    • Project management
    • Print
      • Printing
      • Print preview
      • Print view
      • Print holiday report
    • Customize program environment
      • Adjustments of the program environment
      • General
      • Display
      • Extended
      • Customize Ribbon
      • Quick Access Toolbar

    Project portfolioΒΆ

    • Project portfolio
    • New project portfolio
    • New Project Portfolio in Rillsoft with Interface to the Rillsoft Integration Server
    • Open a project portfolio
    • Open a project portfolio in Rillsoft with interface to Rillsoft Integration Server
    • Reload portfolio
    • Cross-project links
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