Tracking projects

The Project tracking feature helps the project manager to easily update the actual / remaining tasks (Sales / Purchase / Time) of the projects manager by him/her.

It also enables the Projects director to check and monitor the projects assigned to employees.

This module offers several possibilities:

  • For a project manager: direct access to the list of his/her projects.
  • For a project: direct access to main information, indicators and relevant figures.
  • For a project: options to quickly update 'remaining tasks'.
  • Access to reports linked to the project.
  • Quick response time.

To be able to use the project tracking, you must have configured the following information:

1 Enable the SUIVI_AFFAIRES application control to access the feature.
2 Indicate your preferences for display and filters in the project tracking screen, via Tools > Setup > General setup > Project > Project tracking.
3 Set up control templates from Tools > Setup > General setup > Project > Control templates and add a display choice.

Note

  • The setup can be done per company, but also on the ***** company.
  • The project tracking only displays projects with status coded added in the setup.

You can access the project tracking screen from:

  • My Akuiteo > My project tracking or Project tracking for my team and myself;
  • a project search results, by right-clicking on a selection and clicking on Project tracking for my team and myself;
  • a project record sheet via the Edit menu or the relevant icon (see personal preferences).

In the Project tracking tab that opens, the table on the left displays the list of projects selected from the search or the projects linked to an employee or a team. Click on a project to display the project's tracking information in the various tabs available.

Above the tabs, you can choose the situation depending on the current / previous / next month to update the project's tracking information accordingly.

The following tabs are displayed on the screen:

Overview tab

The Overview tab is the first screen displayed by default when the project tracking screen opens. This tab shows an overview of sales, purchases, timesheets and schedules at the selected situation date, as well as the project's description.

To see details about the calculations, hover over displayed values.

Sales Update and Purchase Update tabs

These two tabs enable you to access the sales and purchase update screens.

Section Description
Phases and Sub-phases The list of phases and sub-phases for the selected project.
Orders

Table of the orders at the selected situation date.

It is possible to filter displayed orders on the month of the selected situation, the previous (Before) or next (After) period.

Tip

Click on the Orders title to check or uncheck all the boxes.

Depending on the setup, the -1 and +1 buttons enable you to move a date forward or backward by a day, a week or a month:

  • the expected billing date;
  • the period's start or end date.

The Carry forward button enables you to move forward the period's start and end dates, as well as the contract date and the expected delivery and billing dates for the selected lines.
Delivery undergoing preparation or Reception undergoing preparation Enables you to create sales deliveries or purchase receptions from the orders displayed above.

Note

You cannot deliver a Supplier project.

Time Update tab

The Time Update tab displays an overview of the selected project's schedules and timesheets.

Phases and Sub-phases The list of phases and sub-phases for the selected project.
Schedule

Table of the schedules.

It is possible to filter displayed schedules on the month of the selected situation, the next month, and the previous (Before) or next (After) period.

Tip

Click on the Schedule title to check or uncheck all the boxes.

The -1 and +1 buttons enable you to move a date forward or backward by a day, a week or a month for the selected schedule(s).

At the top right of the table, several features are available for the selected schedule line(s), such as reassigning or transferring into timesheets.
Time

Table of the timesheets.

It is possible to filter displayed timesheets on the month of the selected situation, the next month, and the previous (Before) or next (After) period.

Tip

Click on the Time title to check or uncheck all the boxes.

At the top right of the table, several features are available for the selected timesheet line(s), such as validating.

Dashboard tab

The Dashboard tab enables you to add various widgets that can be useful for project tracking and to customize their display depending on your needs.

Reference

The dashboard and the home screen have similar use. For more information, refer to Widgets.