Differences

This shows you the differences between two versions of the page.

--- en:diary:projectsetup [2024/09/30 13:53] – Lada Svobodová
+++ en:diary:projectsetup [2024/10/02 09:36] (current) – Lada Svobodová
@@ Line 19: / Line 19: @@
 {{gallery>:en:diary:project_list.png?direct&600|Project list window}}
-</WRAP> You can create a new project by using Add button {{cs:diary:btn_plus.png?nolink&|Add project button}} in the project list window. <WRAP clear />
+</WRAP> You can create a new project by using button + New Project. <WRAP clear />
 <WRAP 100%> <WRAP 600px left>
@@ Line 25: / Line 25: @@
 {{gallery>en:diary:new_project.png?direct&600|New project window}}
-</WRAP> **Domain** - you need to choose a domain to which the new project will be added. You can see only the domains in which you have a "Create new project" permission. If you don't see the domain you need, contact your domain administrator to create a new project for you or to grant you the necessary permission.
+</WRAP> **Project image** - insert an image that will help you distinguish the building in the list of buildings. Dimensions of 320×320 pixels are recommended, the image will be partially adapted even if it has other dimensions.
-**Project name** – enter full project name.
+**Project name** - enter full project name.
-**Project short name** - this short (20 character chain) project name is used when the full project name is too long. For example on your mobile device or in the report file names.
+**Project short name** - this short project name is used when the full project name is too long.
-**Phase** - select a current project phase from the list.
+**Domain** - you need to choose a domain to which the new project will be added. You can see only the domains in which you have a “Create new project” permission. If you don't see the domain you need, contact your domain administrator to create a new project for you or to grant you the necessary permission.
 **Project commencement and completion date** - project contract dates.
-**Project location** - project location text description.
+**Project location** - text description or by clicking on the map to determine the location
-**GPS coordinates** – enter project location GPS coordinates. The information is necessary for weather forecast server communication.
-We recommend using the map to enter the coordinates. The map can be open with the button {{cs:diary:mapaikona.png?nolink&|Map button}} on the right of the coordination fields.
-**Project timezone** – the timezone is selected automatically according to project GPS coordinates. There should be no reason to change it manually. The timezone is necessary for weather forecast server communication.
+**Other** – Choose the modules you will use
+**Project with single diary** – Default this option is checked and it means that the log will be created automatically. If you are planning a building site with multiple diaries (subcontract, construction, or other), uncheck this option.
+**Project template** - Only the administrator has the option. It allows him to mark the building he is establishing as a model. Then configure it as you needed.
 <WRAP clear />
@@ Line 46: / Line 50: @@
 <WRAP 100%> <WRAP 600px left>
-{{gallery>:en:diary:map.png?direct&600|GPS coordinates set up}}
 </WRAP>
@@ Line 55: / Line 59: @@
-===== Companies =====
+===== Construction Configuration =====
-Once the project has been created, additional tabs are displayed. The ** Companies ** tab contains all companies that are participating in the construction project. You can access this window at any time later using "Project settings" button in the top right corner.
-The first item on this list is always domain owner company. The role and other company information are taken from the domain settings.
+After establishing the construction site, it is necessary to create a construction project team.
-You can add other companies with the button {{cs:diary:btn_plus.png?nolink&|Tlačítko Přidat}}<WRAP 100%> <WRAP 600px left>
+=====Project Team Member=====
+The Members tab contains a list of people who form the project team of the construction project. Every person should be assigned to a particular company.
+You can insert new members using the button + New.
+The meaning of the data fields is obvious from their names.
+If a user already has a Buildary account, the telephone number will be taken from the information provided in the user account. Please be sure that the user E-mail on the account and on the team member list do match.
+After inserting a new member of the project team, an invitation is sent to his/her E-mail address. From now on, the user has access to the project.
+{{:en:diary:project_team_member.png?600|}}
+===== Companies=====
+The tab Companies contains all the companies participating in the construction. The first entry in the company list is always automatically the company from the domain. You can add more companies by clicking the + New button
 {{gallery>:en:diary:company_list.png?direct&600|Company list window}}
+{{:en:diary:company_details.png?400|}}
+</WRAP> **Company role** - Select a role from a present list. Additional roles can be added on the Compan Role tab.
+**Company ID** - The national identification number of the registered company
-</WRAP> ** Company role ** - Select a role from a preset list. Additional roles can be added on the Compan Role tab.
-** Company Name and Identification ** - fill in the company name, company ID and other business details
 Companies are listed in order as they are inserted, so we recommend starting with the main participants - the employer/owner, the contractor, the designer and then the subcontractors and other companies. <WRAP clear />
-You can expand the company information so that it's members can be seen. You can assign members to the company immediately when you create new project team members. Or you can do it any time later using the " Adding company member" icon.
+You can expand the company information so that it's members can be seen. You can assign members to the company immediately when you create new project team members. Or you can do it any time later.
-===== Company Roles =====
-In this list, the most common roles of companies on the construction site are predefined. You can add your own roles, specific to your project. Company role can also be renamed.
+===== Team Member Roles =====
-<WRAP info> If you rename the default roles on the list, try not to change the meaning of the role. We recommend creating new role than renaming the existing one. </WRAP>
-===== Team Members=====
+This window contains a list of roles for individuals on the construction site. Each role also defines their permissions.
-The ** Members ** tab contains a list of people who form the project team of the construction project. Every person should be assigned to a particular company.
+You can create your own roles or edit the default roles. Renaming default roles is recommended only if it is a formal name change that does not alter the meaning of the role.
-You can insert new members using the icon {{cs:diary:btn_plus.png?nolink&|Tlačítko Přidat}} after filling in the edit line.
-The meaning of the data fields is obvious from their names.
-If a user already has a Buildary account, the telephone number will be taken from the information provided in the user account. Please be sure that the user E-mail on the account and on the team member list do match.
+<WRAP 100%>
-After inserting a new member of the project team, an invitation is sent to his/her E-mail address. From now on, the user has access to the project.
+{{:en:diary:team_member_roles.png?400|}}
-<WRAP info> Access to the project doesn't mean that user can enter any dairy. He/she must be added to the diary as an authorized person to be able to enter and work in it. </WRAP>
+<WRAP info> If you rename the default roles on the list, try not to change the meaning of the role. We recommend creating new role than renaming the existing one. </WRAP>
-===== Team Member Roles =====
-<WRAP 100%> <WRAP 600px left>
-{{gallery>:en:diary:team_member_roles.png?direct&600|Team member roles list}}
+ <WRAP clear />
-</WRAP> There is a list of roles that can be assigned to the team members in the project diaries. There are permissions defined with each role.
-You can create custom roles or even edit default roles. Renaming default role is recommended only if it doesn't change the meaning of the role.
+=====Company Roles=====
+In this list, the most common roles of companies on the construction site are predefined. You can add your own roles, specific to your project. Company role can also be renamed.
-The meaning of each permission is described in detail in a separate help chapter "User Permissions". <WRAP clear />
+ <WRAP clear />
-<WRAP info> A role is assigned to the user in the "Diary identification", "Authorized persons" section. </WRAP>
+===== Project Sections and Plans =====
+In this part, you have the option to define the hierarchical structure of the building. The + button adds another subordinate level below the currently selected part. At the first level, we recommend leaving the structure divided into building objects. Building objects can (or do not) be divided into more detailed parts. Appropriate division of the construction will increase localization of tasks. Each part has an icon on the right with the number of drawings that part contains.
-===== Other Entry Cotegories =====
+{{:en:diary:project_section_plants.png?400|}}
-<WRAP 100%> <WRAP 600px left>
+===== Code lists - Project Diary =====
+===== Other entry categories =====
+The code list is used to sort records in the Other entries section. Administrator has the option to edit the dial according to the needs of the given building. If the building was created using the Project Template, then the dial is taken from the model.
+{{:en:diary:code_list.png?400|}}
-{{gallery>:en:diary:other_entry_category_list.png?direct&600|Other entry category list}}
+===== Labor on site, Plants and Materials =====
-</WRAP> There is a list of options which can be assigned to the diary entries in the "Other entry" section. This section contains the most important diary entries and these categories help you to organize and filter the entries easily. You can edit the existing or create new categories according to your needs.<WRAP clear />
+If you fill in these codes, the contents of the code will be shown when recording in that section. The list can be created either by inserting individual items via the button +
+{{:en:diary:labor_on_site.png?400|}}