Rillsoft Project 9 documentation
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Rillsoft Project 9 documentation
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Introduction
Working in networks
Work with Project
Work with Project
New Project
New Project
Create new project
Open project
New project from template
Reload project
Set project properties
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
Settings for project and programme
Save settings in the workplace
Copy settings from the workplace
Settings for project with Rillsoft Integration Server
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
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
Create activities
Edit activities
Delete activities
Working with activity and subproject tables
Link activities
Link activities
Link activities
Edit link
Delete link
Activities properties
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
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
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 of projects
Import
Import from MS Project XML
Import text file CSV format
Export of projects
Export of projects
Export
MS Project XML
Export to MS Excel
Export to MS Outlook
Export XML for Web
Resource management
Resource management
Create resources
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
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
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
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
Project views
Task views
Task views
Gantt chart
Network diagram
Gantt-
network chart
Variance analysis views
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
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
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
Structure resource views
Combine and format 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
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
Project controlling
Add baseline
Select baseline
Dynamic baseline
Delete baselines
Variance analysis
Control of project financing
Project management
Print
Print
Printing
Print preview
Print view
Print holiday report
Print
Print
Table of contents
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Print view
Print holiday report
Customize program environment
Customize program environment
Adjustments of the program environment
General
Display
Extended
Customize Ribbon
Quick Access Toolbar
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