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User documentation - Visual Project

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1. Run wizard ever day MI As soon as the program update has been finished you can close the wizard for program updates by clicking on Done In case of network versions we recommend to select a joint installation directory In this case the download of the update files is carried out by one client only Afterwards all other clients use the files existing in the update directory in order to update themselves Products update wizard The wizard for products update offers two possibilities One is to take over supplier data into the product master data of Visual Project in a Revision 2013 12 Visual Project Users manual 206 very easy and fast way and the second to call current information about the suppliers and their solutions which are provided in Visual Project It can be called manually by selecting the function lt Help Wizard for supplier datas gt fe Products Update Wizard Suppliers with new products All Suppliers Run wizard ever day 7 If you make a new installation of Visual Project or if a supplier provides new data for downloading the wizard for products update will be called after the program start of Visual Projec E Products Update Wizard 2 amp m Suppliers with new products I Unify Download 14 088 KB Update All Suppliers Transfer options Run wizard every day Sa Next gt Cancel Help
2. dot VP Verzeichnis DATA Word Templates with special wildcards TEMPLATES for the Word Export SFL Tool Program Files and Databases always on the workstation VP Directory Siemens Finance amp Leasing Tool Visual Project Revision 2013 12 Visual Project Users manual 220 sfl mdb VP Directory Database with leasing tables sfl rpt VP Directory Leasing offer Fitness Test Program Files always on the workstation fitrpt VP Directory VP Directory GAP Analysis portfol rpt VP Directory Portfolios fit dll VP Directory Fitness Test library Note Files with the extension Idb are created temporarily and therefore do not necessarily belong to Visual Project These files are set up with every start of the program Visual Project Revision 2013 12 Visual Project User s manual 221 Appendix B Directory of the wildcards for MS Word Usable in all Word documents CompanyHZip s Company Data CompanyHCity s Company Data 8CompanyCountryCodess Company Data CompanyPhone Telephone Company Data CompanyFax Fax Company Data CompanyEmail E Mail address Company Data CustomerAccount Financial account number of cust prosp buyers customer Usable in Word documents of the contact history or of the campaign manager Module Document Administration Wildcard AddressCode Unequivocal address code cust prosp buyers Address1 cust prosp buyers Address2 cust prosp buyers
3. the current program update Program update information 28 04 2005 installed program version 04 05 2005 Visual Project Word Export optimized in the Master database you can now forward addresses and projects to logged out users after logging out from Master database they are available Insertion of photos for all contact partners in the address administration error corrections Configuration assistants new base station BS4 for HiPath 4000 efor corrections in HiPath 3000 HiPath 4000 MV only new entries If you remove the tick in front of only new entries apart from the current update information you get information concerning program updates which have already been installed too Executing update M In order to carry out the program update click on Next in the program update wizard Visual Project Revision 2013 12 Visual Project Visual Project User s manual 205 Kee Program Update Wizard 1 Download program update 5 204 KB running I Update program not started l Restart program not started Run Updates Update details Download C ProgrammeVisual Projects D ata VPINST programHiPath zip Run wizard ever day 7 Ney Cancel Help The update wizard carries out the update automatically The progress of the update is shown Kee Program Update Wizard m Run Updates oe Download program update 5 204 KB of Update program Restart program Update details
4. see contract data for customer ACCOR HOTELS Check offer for Accor hotels till next frieday and contact Mr Gerbal about changes Goto Done Cancel Close Date Appointment for automatic resubmission The current date will be used as a default Reminder Information 09 02 2005 00 00 00 Administrator Admin Daniel Simon Simon John Johnson Johnson Goto Done Cancel Close User The current user is displayed The delegation of the resubmission to another user is possible by opening the drop down field Subject Possibility for entering a subject line Comments Possibility for entering additional information for resubmission Finished Deletion of the automatic resubmission Visual Project Revision 2013 12 Visual Project Users manual 120 Working with Outlook tasks Reminder Information Outlook user Date 09 02 7005 00 00 00 Subject see contract data for customer ACCOR HOTELS Comments Check offer for Accor hotels till next frieday and contact Mr Gerbal about changes If instead of the internal resumission you chose the option Outlook tasks the name and the e mail address of the user would be displayed above the date The name and e mail address will be taken out of that folder which is chosen as your default Outlook folder under Outlook Settings for tasks in the program See also Outlook on page 192 The Outlook task will be passed on to this user
5. Back Next Close Main contact to Outlook Address card Lizenzen Info Cancel A contact can only be entered into the contact history if the customer data were previously taken from the customer prospective customer master data into the project Revision 2013 12 Visual Project Users manual 94 After the export into the Word document Microsoft Word suggests to save this in the Standard Document Directory which is contained in your company s data If the field Status has a value e g offer a sub directory will be set up in the Standard Document directory which will get the same designation as the field status This sub directory will then be chosen as the storage position The Project Number will be suggested as the file name for the Word document Before saving you have the possibility to change both the storage position and the file name Save As Ore O AQ Gy EB To Wi ooo00004 doc LS Wi o0000005 doc My Recent W o0000006 doc Documents mf 00000007 doc W ooo00008 doc E ooo00009 doc My Computer D File name 00000010 doc zZ My Network E Places Save as type Word Document doc Cancel In case you did not set up a standard document directory or a valid standard document directory in your company data the Visual Project Program Directory will be used as document directory Visual Project Revision 2013 12 Visual Project User s manual 95
6. Management Center The Visual Project z Management Center desktop surface will appear after a successful log in to Visual Project Below the selection of functions within Visual Project is shown This is the management center for working with Visual Project a Viowsl Project Workitel Funchon sefecton a r amp Propos Customers Products Administradon THROUGH KNOWLEDGE O SUCCESS The window consists of the main menu the quick start buttons as well as a status bar You have access to all main functions of the program via the large sized quick start buttons Therefore you are in the position to navigate quickly through the program The functions can also be started via the corresponding menus of the main menu bar of Visual Project All functions of Visual Project can be reached through the main menu bar Activate the desired function by clicking the corresponding main menu entry and the sub directory The following illustrations show all functions of the main menu bar Revision 2013 12 Visual Project Users manual 23 Visual Project Standard Fu election Ready o O a f i aro faa Visual Project Revision 2013 12 Visual Project Program status Program user Display mode S Keyboard status indicator Visual Project Users manual 24 The Status line The status line serves as an indication regarding the status of the keyboard a
7. Moving positions Changing positions Product details Visual Project User s manual 78 selected You can edit the product numbers in the positions later on However the change is only effective if the changed product number is the number of one of the products existing in the product master data After the change the data belonging to the product are taken over from the product master data Click on the menu lt nsert Free Position gt to paste an unrestricted position into the offer Use this function if you want to use a product in this offer only All product data must be manually entered Click on the menu lt nsert Free text gt if you want to enter additional text positions explanations important remarks in your offer You can only fill in the columns Position number Designation and Text The first column in the table of the offer is shown in grey and consecutively prenumbered If you click on a field in the first column the entire accompanying row is highlighted with a black background You can highlight several rows by dragging with the left mouse button depressed In case you want to highlight all positions click into the grey field above the first position To delete one or several offer positions highlight them and select under Edit the menu item Delete or press the key After a confirmatory question the positions are deleted You can also delete positions with lt Edit Cut gt
8. World Tel Pbxen and more 5307 Victoria Avenue US 35857 Huntsville Phone 0205 430 1083 Fax 0205 430 6075 www global worldtel com World Tel 35857 Huntsville 5307 Victoria Avenue responsible CrazeoPhone phone Ms Constanze Mayer fax 4444 East Pender St email US 97101 Bend date voucher no customer no internal no Offer HiPath 3000 Equipment Quotation 00000010 Dear Ladies and Gentlemen we are pleasured to make you the following offer Pos No Qtty Designation Description 1 0 FR1L30250 F600 A110 optiPoint 500 entry arctic 8 function keys with LEDs Open listening 2 adjustment keys Wall mounting possible No adapter slots sale price installation price Wartung Gesch ftsf hrer Peter Neubauer und Michael Altenberger Volksbank Hildesheim BLZ 890 123 456 Konto 123 456 7 Am Hohen Platz 12 D 38820 Hildesheim Fon 49 05121 12345 0 Visual Project Manfred Peters 0205 430 1152 0205 430 6075 Manfred Peters world tel com 18 02 2003 00000010 00000006 Unit price Total Price EUR EUR 55 69 55 69 DOT 5 57 0 56 0 56 1 4 Sitz der Geselischaft Hildesheim Es gelten unsere allgemeinen Geschaftsbedingungen Revision 2013 12 Visual Project Fast Print Saving the offer Export view Export positions Import positions User s manual 96 Within the menu lt Project gt there is the option lt Fast Print gt With this option the offe
9. s every day every 7 days every 14 days every 28 days Via the menu Aun wizard you can determine the frequency the Products Update Wizard should search for new supplier data Visual Project Revision 2013 12 Visual Project Users manual 207 E Products Update Wizard Suppliers with new products UT Unify Download 14 088 el RE ad All Suppliers Transfer options Run wizard every day bi Next gt Cancel Help After the first program start of Visual Project you will be offered the product data of all suppliers which are listed on the Visual Project Server By ticking or removing the ticks behind the suppliers you define which product data have to be updated automatically For using the configuration assistant it is always necessary to select se the product data of the supplier Unify for takeover All Suppliers Suppliers for which the option Not update was chosen or suppliers whose product data has been downloaded already will not be shown in the selection list with the next start of the Products Update Wizard In order to see all suppliers click on the button All Suppliers Open Tasks In order to get back to the list of the currently available supplier data for takeover click on the button Open Tasks Transfer options Via this button you get into the takeover options of the single suppliers Here you can for example change the rebate
10. 1 516 00 227 40 15 15 Page 3 4 Revision 2013 12 Visual Project Hotel Austin 20 02 2003 Pos No Qtty Designation Unit price Total Price Description EUR EUR 026 10 10 0 optiPoint ISDN adapter Adapter allowing connection of ISDN terminal with SO interface and their own power supply e g PC for short passive bus configurations sale price 70 54 705 40 installation price 7 05 70 50 service 0 71 7 10 group sum optiPoint telephones sale price 7 151 00 installation price 1 037 34 service 71 51 total sum of sale price 22 967 11 EUR total sum of installation price 3 275 66 EUR total sum of sale price installation price 26 242 77 EUR 16 00 VAT to 26 242 77 EUR 4 198 84 EUR gross total sale price installation price 30 441 61 EUR total sum of service 229 51 EUR 16 00 VAT to 229 51 EUR 36 72 EUR gross total service 266 23 EUR In case of questions please contact me With best regards Manfred Peters Page 4 4 Visual Project User s manual 91 Revision 2013 12 Visual Project User s manual 92 Working with Word There is the possibility to transfer the offer directly into a Word Templates w Visual Project P document For creating the Word document a suitable template is necessary You can find an example template named Offer dot in the folder Templates of your Visual Project program directory You can adapt this template individually to your needs and save it under another name or
11. Create order file Visual Project User s manual 97 In addition the form for quote request contains your address which you inserted under Master Data Company Data in Visual Project as well as your name and your email address out of the user administration This information can be edited In the text field on the right side of the form additional information for the supplier can be inserted In order to send the quote request to the supplier click on the button Send Quote Request Webservice An email containing the data of the form will be sent to the selected supplier You receive a copy of this message to the email address which you entered into the form A direct order of project positions with one of the suppliers listed in Visual Project is possible via the menu option lt Send order Webservice gt Send order Webservice Supplier VIERLING 7 Orderer Name John Smith Telephone 01 4144 1232 Fax 01 4144 4444 eMail john smith worid tel com Order number 2007 2072 81 Project price Iv 6 500 00 EUR Delivery date 16 08 2007 al x Order number Manufacturer Kanaar 1 0 ECOTEL ISDN2 120 Package 70459 603 70459 603 1 0 ECOTEL ISDN2 140 Package 70459 604 70459 604 1 0 ECOTEL SIM8 Card 70461 402 70461 402 1 0 ECOTEL VoIP 180SB Package 70469 604 70469 604 1 0 ECOTEL VoIP 120SB Package 70469 605 70469 605 Similar to sending a quote request a form with the positions of on
12. Further information concerning the Slave Mode can be found under Master Slave Mode from page 194 Team rights Activate this field if the user is to have access to the data of equivalent hierachy level users Project number Here you can define a separate project number range range for each user When creating new projects a number from this project number range will be suggested to the user Maximum project Insert here a maximum project rebate for each rebate user This value refers to the total discount of Price type sale Safety Check _ You are justified to grant 20 00 discount Sales discount of the project amounts 35 00 Would you corrects Does the user grant a higher total discount on the sales price as defined in the user administration an appropriate message will be shown on leaving the project Add Creates a new user underneath the left highlighted user The action has to be completed by entry of a distinctive user id Delete Deletes the left highlighted user Only users that contain no further users can be deleted Resetting password Deletes the password of the left highlighted user Rights Administration of program rights Close Ends the user administration Revision 2013 12 Visual Project Admin BG Smith a CA E Collins iE Rodgers Data assignments Addresses Visual Project User s manual 175 User rights In Visual Project all user re
13. MI Now you can complete your serial letter and finish it via the Serial Print Manager of Word as usual Prospective amp Customer administration Address no m 4 gt gt Search name accor HOTEL Base data Additional data Contacts 0 Contact person Remarks Status Date Keyword Responsible ee SS TOE 29 01 2003 11 10 28 Duration 29 01 2003 Special Mailing John Smith Contact on Contact to E Responsible ohn smth Contact with fern s S Keyword Special Maing Document IMaiingdoo w il A Special mailing with our new prices for summer 03 Add contact Delete contact 4 Back Next Close Main contact to Outlook Address card Lizenzen Info Cancel In order to ensure an efficient service for your customers an entry in the contact history will be made for all customers or prospective buyers which were selected for this campaign This entry also contains a linkage to the serial letter If you want to delete a campaign which was already executed click on the button Delete in the Campaign Manager Safety Check As soon as you anwered the following safety question with Yes the campaign and all entries in the contact history of the prospective buyers customers data belonging to the campaign will be deleted However the serial letter will not be deleted from the hard disk during this procedure Revision 2013 12 Visual Project Users manual 109 The Campaign Manage
14. Span in Total sum Visual Project User s manual 80 Project data Positions Product groups Additional texts Remarks Ease Purchase Purchase Purchase Purchase Margin Span in Sales Sales Sales Sales Sales Disc Rebate Discount Total Disc Rebate Discount Total 1 137 00 R 10 000 113 70 1 023 30 358 15 25 926 1 534 95 R 10 000 153 50 1 381 45 69 00 N 11 594 8 00 122 00 58 00 32 222 93 15 N 3 382 3 15 180 00 69 00 345 00 120 75 25 926 93 15 465 75 138 00 138 00 48 30 25 926 186 30 186 30 138 00 138 00 48 30 25 926 186 30 186 30 69 00 69 00 24 15 25 926 93 15 93 15 1 289 00 2 578 00 902 30 25 926 1 74015 3 480 30 921 00 4605 00 1 61175 25926 1 243 35 6 216 75 1 227 00 1 227 00 429 45 25 926 1 656 45 1 656 45 951 00 951 00 332 85 25 926 1 283 85 1 283 85 384 00 384 00 134 40 25 926 518 40 518 40 479 00 479 00 167 65 25 926 646 65 646 65 5 00 1 160 00 406 00 25 926 6 75 1 566 00 594 00 1 782 00 623 70 25 926 801 90 2 405 70 1 248 00 7 468 00 2620 80 25 926 1 684 80 10 108 80 507 00 1 014 00 354 90 25 926 684 45 1 368 90 Between the two definite price types purchase and sale there are the columns Margin and Span in The column Margin shows the profit margin for every product as a difference of the total sales price and the total purchase price In the column Span in the difference between the total sales price and the total purchase price is shown as percentage The formula for calculating the sales span is tota
15. The deleted positions can then be pasted into any desired place in the offer In order to paste them before a starting position highlight this first and then select in the menu lt Edit Paste gt or click the Insert symbol in the toolbar Within the offer sheet you can copy offer positions in order to repeat them on another spot within the offer Highlight the positions to be copied first Select lt Edit Copy gt or click the Copy symbol on the toolbar The copied positions can then be pasted into the desired place of the offer In order to paste them before a starting position highlight this first and then select the menu lt Edit Paste gt or click the Insert symbol in the toolbar In order to retrospectively bring the positions into your desired order proceed as follows Highlight one or several positions which you want to move black highlighting Move the mouse cursor slowly above the top limit of the highlighted positions until the mouse cursor becomes an arrow The highlighted positions then can be moved by depressing the left mouse button and dragging to the desired place When moving the positions are characterized with a black double line The positions are pasted before the positions on which the mouse cursor is when the left mouse button is released Click with the help of the mouse into the field of the offer sheet to be changed and change the data as desired You can only change fields that do not have a grey backgro
16. User s manual 102 another user This button is deactivated if a user is selected under user whose data you are not allowed to process completely If you want to transfer your addresses or addresses on which you have full access to another user for complete processing click the button Forward Under Forward you can now insert the following to Users John Smith W Create task Subject Forwarded Address no QO000007 of user John Johnson Remark Automatic reminder for customer C amp C Media to user List for selecting the user who is to become the new owner of the address Create task Is ticked if a corresponding resubmission or Outlook task is to be set up for the new user Subject Subject line for the resubmission or Outlook task Remark Remark for the resubmission or Outlook task After confirming with OK the address is assigned to the new user This procedure is particularly useful if employees leave the company or a restructuring of the customer service makes a reassignment of the addresses necessary Temporary replacement of an employee on holiday is also a classic example If the option reading authorization for customer data for all users is ticked under company data data sets are displayed under the selection All users even if you do not have an authorization for forwarding This is the case when the displayed data set belongs to a user who is above you in the hierarchy level or if you do not
17. automatically poll Siemens Hicom l2 Memory Card Programmer Jt Siemens siemens Siemens siemens Siemens siemens ar Darlkl ana Nats adanter wwth Siemens Views You can save all attributes regarding the sorting order and the width of the columns chosen by you under you own name Additionally the el visibility for the single columns can also be defined Click on the button on the right next to the Selection list for viewing It will open the window View definition Visual Project Revision 2013 12 Visual Project S View scheme Visual Project Users manual 28 View scheme Standard view Delete SAYE Contents with Product number Search name Manuf no Prod group Price category Prod category Designation english Comments english Manufacturer Designation german Comments german Technical notes Assembly time Cancel Close In the lower block you can see a list of all information categories which are available in the data record Please place a red tick in front of the description in case you want to see the columns in the data record list The Column width can be changed in the field behind the description The position of the information in the list field can be changed by clicking on the column Width in the corresponding row Afterwards the row line can be moved upwards or downwards by clicking on the big arrow keys We recommend to define the posit
18. end Number of copies manual 47 telephone number and fax as well as your Internet and email address will be printed in the top right corner of the quotations If you linked a company logo under company data it will be printed on the first page of the offer Indicates the distance of the printing area to the upper edge of the page in the quotation The margin can be changed in 0 1cm steps The addressee will start at ca 5 2 cm if the upper margin is set at 1 cm Lower margin in the quotations please see Upper margin Left margin in the quotations Please keep in mind that the quotation forms need a horizontal printing area of 18cm in order to print all data correctly Therefore the sum of the left right margin should not exceed 3 0cm if a DIN A4 paper sheet is used Right margin in the quotations Indicates the start of the printout of the quotation starting with the 2 page The space will be added to the upper margin Example The print of the position headers in the quotation will start with a margin of 3 0cm from the upper edge if the setting of the space is 2 0cm e g if Company paper has a logo printed on it Quantity of the copies of the quotation with the direct printout of quotations O means no copy and only the original is printed out Edit default settings Company data Print out Settings Sorting order Repair database every Database Engish German French Portuguese
19. is not possible Address Card Via this button an address card can be printed It contains all entered data for the address Visual Project Revision 2013 12 Visual Project C Additional data Visual Project j User s Prospective amp Customer administr manual 116 ation Address no 4 gt gt Search name accor HOTELS Base data Additional data 6 Contacts 2 Contact person Remarks Status Line of business accor hotels m Manufacturer Telenorma Sales channel System integral 333 Price group Customers Trunk line 2 l digital 6 s analogue Value added tax IV Subscriber 10 digital 2 analogue Text language French v Customer V Finance acc 2001 40 Lock note Delete note E Contract Project Projectname pate Employees ok 00000010 Hipath 3000 for main o 09 02 2005 Annual turnover 0 00 EUR 20020004 HiPath 4000 04 06 2003 Tender Share capit 0 00 EUR 20020005 HiPath 3000 04 06 2003 Offer Tax ID Back Next Main contact to Outlook Line of business Sales Channel Price groups Value Added Tax Language Text Close Address card Lizenzen gt Info Cancel Allocation of the address to a line of business The selection can only be carried out by means of selection list The field is preset with All Industries Allocation of a sales channel to a customer e g Partners Direct etc The field can
20. 5151 of 5151 data records T 15 09 Another possibility to enter positions into the quotation is to directly take the products from the product master data Highlight the positions in your quotation and the insertion will be above the product Click then on the menu lt nsert Products gt The selection window for products opens Select one or several products and transfer them into the quotation in the marked order by a click on the button Take over You can repeat this process as often as you like At this point you can also create products in the product master data or modify them With the button Close the selection window is closed and you are again in the input area Positions Another possibility to transfer products into the quotation is to directly enter the product number into the column Product number on the last row of the work sheet If a matching product can be found in the product master data Visual Project inserts it automatically at the end of the quotation If you take over products into your offer by taking them over from the product master data or by fast entry these products will be assigned automatically to the selected system Therefore before taking over check whether the system which you want to attach the product to is Revision 2013 12 Visual Project Edit product numbers Free Position Free text Highlighting positions Deleting positions Cut Paste Copying Positions Copy Paste
21. ARENS BY My detaut view o mte f o ACCOR HOTEL mercure hotel 00000001 3 rue Caulaincourt ACCOR HOTELS Accor hotels 00565438 163 avenue de Clichy ACTIVE COMMUNIC Active Communicate 00000002 15th Avenue CENTRAL HOSPITA Central Hospital oo000003 1867 Turlow Lane CRAZEOPHONE CrazeoPhone ooo00004 4444 East Pender St 6 data records Net d Delete Forward Take over Address card Address list Campaigns Ex Ilmport x Cancel MI You can now save the contact as a contact partner to an address in Visual Project For this select the corresponding address and click on Take over Prospective amp Customer administration Address no I4 4 ooo00007 gt gt I Search name HOTEL AUSTIN Base data Additional data Contacts 1 Contact person Remarks Status Contact person Postion Telephonet_ Information Lebrun EE Salutation text P First Lastname Jean Michel Lebrun Position Decision maker Telephone fosi3 23232 2331 H Priv telephone lO O O Mobile telephone Jd Fax fC E mail address JeanMichel Lebrun hotel austin cd i i New Delete 4 lt Back Next gt Close Contact to Outlook Address card Info Cancel In Visual Project a new contact partner is set up to an existing address In order to make it possible that contacts from Outlook can be taken over into Visual Project Visual Project has to be open If this is not the case or if you
22. InstallShield Installation Information a Folder htt _J Internet Explorer l microsoft frontpage _ Microsoft Office manual 123 supports the input by display of all contact persons in the addresses Contact person of the Customer Prospective buyer The name of the main contact person from the Master data is preselected A selection list supports the input by display of all contact persons in the address Key word of the contact e g telephone call visit training trade fair etc Available text for detailed comments of the contact e g visit note Possibility to enter a linkage to any document document administration Via this button you can either add a linkage to an existing document or create a new Word document for your your contact Select document Mew Word document With the option Select document you can make a linkage to any file 2 x Visual Project J Windows Media Player Windows NT desktop ini Open as read only A Select a file and click on Open The linkage to the selected document will be added to your contact entry The name of the file will be written behind Document Revision 2013 12 Visual Project User s manual 124 Prospective amp Customer administration Address no I4 4 00565438 gt bill Search name accor HOTELS Base data Additional data 6Contacts 2Contactperson Remarks Status Contact information SS 09 02 2005 Co
23. Seer Technical notes EAA EILE E e ecuure Pour Poste Op AC installatior Ssembly time L30220 Y600 4162 Compl ment Non Yoyant pour Poste Additional S4pplier 1 L30220 Y600 A164 Cordon additionnel pour amplificateur Cannantin Order no Supplier 1 LIMAN wenn nace Cada AO wai inteetann IKONS A 1815 of 1815 data records New Edi Delete Price list Ex lmport 7 An activated filter can be de activated by clicking on the button Delete next to the filter on the right After doing this all data records without limitations can be seen in the selection window again An activated filter can be recognized by the caption Filter activated on the button Depending on the kind of the data certain Special filters can be in the upper area of the selection mask In our example Searching Products those special filters are the fields Manufacturer and Group By means of the selection list Manufacturer you can limit the search to single manufacturers and by means of the selection list Group you can limit the search to single product groups Both special filters can be combined with each other The special filters are self explanatory and easy to use Please refer to the description of the respective topic for further information Quantity of the data On the left below the data record list in the selection window you can record Buttons Visual Project j find a line with the total quantity of the displayed data records The tota
24. abbreviation is set automatically with the country allocation The ZIP code can be entered manually or read from the ZIP code A country from the country administration has to be allocated to your company If necessary a new country can be created directly in case the desired country is not in the selection list After the country has been chosen all country specific forms e g ZIP code book federal states will be pre set with your country in the future Also when entering new addresses your country will be used for the pre setting of Street ZIP code book City Place of business Country the country assignment Telephone Your telephone number will appear on the quotation printout if desired The entry of text is also possible e g Phone Revision 2013 12 Visual Project Internal currency change Visual Project User s manual 45 Telefax Your telefax number will appear on the quotation printout if desired E mail address E mail address of your company will appear on the quotation printout if desired Internet address Internet address of your company will appear on the quotation printout if desired Company logo Your company logo can be placed here With a double click on the blank space of the company logo window a window will open from which you can import an existing graphic file or a graphic can be created in a program on your PC In case there is a graphic in the window already it can be e
25. address Contacts Categories Private I M Click on the button Visual Project at the top right of the mask If the contact exists in Visual Project the address will be opened in the customer and prospective buyer administration of Visual Project for editing In case the address which the Outlook contact refers to was removed or the link was made from another client of Visual Project you will receive a message isual Project x a a 1 The address is missing in this client Branching in Visual Project is not possible in this case Visual Project enables you to import existing contacts from Outlook to Visual Project Since Visual Project can administer several contact partners for one address it is possible to import the Outlook contacts to Visual Project either as anew address or as a contact partner to an existing address If there is no link between the contact in Outlook and an address in Visual Project you receive a message on your screen after having clicked on the button Visual Project Revision 2013 12 Visual Project Visual Project j Users manual Visual Project 214 LY Do vou want to produce a new customer For the contact entry Cancel M As soon as you have answered this message with Yes a new address is created in Visual Project for this contact The window for editing the address is displayed Prospective amp Cu
26. and then click on the button Delete Please keep in mind that lines of business to which addresses have been assigned cannot be deleted Also lines of business with sub lines of business cannot be deleted The sub lines of business have to be deleted first When working with Visual Project for the fist time there are no lines of business Think carefully about a structure which would suit you best Later you can make modifications in the hierarchy by shifting single lines of business or complete branches of lines of business to another place Click on the corresponding entry and keep the left mouse button pressed Now you can position the line of business to the correct place by moving the mouse The entry All Industries cannot be removed This standard data is allocated to all address data when making a new Revision 2013 12 Visual Project New text Text editing Text deleting Visual Project j Users manual 42 entry Altogehter a maximum of 9 levels with 999 entrys each is possible Text modules The text module administration can be found under lt Master data Text modules gt Repeated texts contract passages delivery and payment conditions salutations and much more can be saved here These texts can be recalled at any time in the prologue or epilogue of projects amp Text module administration Language English v Designation Telephone system general for operating of 6 digital 52M trunk lin
27. conference and memory including Label sheet Emergency number label FR1A31003 M1522 Instruction manual Hicom cordless EM 2 75 FR1A31003 M1522 Instruction manual Hicom cordless EM Gigaset 3000C French 2 75 FR1A31003 M1530 Instruction manual Hicom cordless EM Gigaset 3000 micro french 2 75 FR1A31003 M1531 Instruction manual Hicom cordless EM Gigaset 4000C French 2 15 FR1A31003 M1550 Documentation package optiset E entry French 0 11 FR1A31003 M1550 Documentation package optiset E basic French 0 11 FR1A31003 M1550 Documentation package optiset E standard comfort conference Fren 0 11 FR1A31003 M1550 Documentation package optiset E memory French 0 11 FR1AUL 06E0021 Power Supply for SO Bus Feed Power 45 65 Input voltage 90 265V AC Input frequency 47 63Hz Output voltage 40V DC 5 Output current 250mA Input connector Standard IEC 320 universal plug Output connector 6 pin modular plug RJ11 per power supply FR1C39104 A7001 Spring Clip s 1 10 3 cables per spring clip FR1C39104 A7001 Set Conductive Copper Tape 5 50 Kit with 10 copper cables for open end cables S30267 Z192 A FR1C39165 A7001 Cable for the Connection of an external battery to the UPS 1 65 FR1C39165 A7027 Blank Panel for unused periphery slots for HiPath 3300 3500 8 25 FR1C39165 A7027 Installation kit for rack mounting 137 50 FR1C39165 A7200 Connection kit for external battery for OfficePro 16 50 FR1C39165 A7200 Feet elements 42 35 FR1C39195 A70
28. gt Info Cancel Distinct 8 digit number of the customer prospective buyers This number can only be defined or changed during the creation of an address Ba Address number Search Name Short description of the address It is used only in the internal search and structuring of the data If the field remains empty it automatically receives the contents of field Address 1 when leaving Address 1 1 Address line of the address Address 2 2 Address line of the address Address 3 3 Address line of the address e g for the attention of text of the address The line will be suppressed when not filled out The transfer from texts of the base data Salutations is supported by a selection list Street Street and house number of the address Country ZIP Code The postal country code is not changeable It is selected automatically from the country Revision 2013 12 Visual Project User s manual 112 administration Up to 6 digit ZIP Code can be entered The transfer from the country specific ZIP code book is supported through a selection list City Details of the city place for the address The transfer from the country specific Z IP code book is supported through a selection list ae Via this button you can let Google Maps display the address of the Link to Google Maps customer prospective buyer An existing internet connection is a requirement Postal Address Street PO Box Street and
29. the registration has to contain all necessary tables for Visual Project g Merge data base Destination data base Save in Data x Pictures B J 3 YPINST My Recent FIT mMDB Documents Ah pserver mdb 2 2 WorldTel mdb Desktop i ue iae File name Visual Project mdb P aces Save as type Access data bases v Cancel After having confirmed the SQL server registration with OK Visual Project creates an Access database which is used as an interface to the selected SQL Server database M Choose the file name and the saving location for the Access database and click on Save Visual Project Revision 2013 12 Visual Project Visual Project P Users manual 189 amp Client Selection Please select the directory for update programs Update directory C Program Files Visual ProjecttDATAWPINST Jem pams OOOO y i a Standard C Program Files Visual ProjectiDATAWpserver mdb eS New cient MV Show this dialog on every start New Delete Reorganization Info Take over As soon as Visual Project has set up the Access database the client selection window is displayed again You can find the new client in the window The designation for the new client is pre set with New client If necessary you can change this designation If several users work on one SQL database only the first user has to choose the SQL Server database for setting up or taking over All oth
30. 1 0 1 0 AZA300 DIGITAL SUBSCRIBER TRUNK MODULE PER 8 ISDN BASIC ACCESSES B B D 4S SO EXCHANGE CIRCUIT 1 0 1 0 AZA301 DIUS2 DIGITAL INTERFACE FOR 2 ISDN EXCHANGE NETWORK INTERFACE Vl4 PCM30 Price calculation 1 0 Base Amendment by Factor Dec Surcharge Purchase Saes O l 135 000 2 0 00 US i aE NNECTION 1 0 AZA420 PRINTER P500 System printer P500 for 24 interface 1 0 AZA444 CONNECTING CABLE 10M OR Q EC co ONNECTIONS a 10 1 0 4ZM50 MAIN DISTRIBUTION FRAME BAY FOR WA FOR HICO 330 The position numeration within the offer can be created absolutely individually In the fields of the column Pos No any entry with up to 12 characters is permissable Visual Project supports you however with consecutive numbering M Highlight all numerated positions M Use the Numbering Symbol or the menu lt Edit Numerate gt Tithe Position U Pos Starting value Increment if uo 10 ff 2 g E Digits Cancel Take over M Choose for each Title Position and U position the Starting Value of the Numbering the increment and the Minimum Number of Digits M Click on the button Take over If the number of places of the position numbers is less than the entered number of digits zeros are automatically entered to make up the minimum As a result all highlighted positions in the column Position number are numerated as desired You can compose packages within your offer
31. 10 456 00 10 456 00 14 115 60 14 115 60 2 37 0 SIEMENS D 4 296 00 4 296 00 5 799 60 5 799 60 3 25 0 SIEMENS ie 5 924 40 2 316 137 20 5 787 20 7 997 94 7 997 94 4 3 0 SIEMENS H 2 346 00 2 346 00 3 167 10 3167 10 5 30 0 SIEMENS E 1 050 00 1 050 00 1 417 50 1 417 50 Total 24 072 40 0 570 137 20 23 935 20 32 497 74 0 00 32 497 74 In this illustration an overview of the offer can be obtained in the following order e Suppliers e Price Categories The resulting numerical values are calculated automatically and grouped according to these categories When the price type in the rebate column is changed these will automatically be transferred to the corresponding rebate columns of the offer position Positions within an offer package will not be taken into account when inserting rebates under L Product Groups Revision 2013 12 Visual Project Users manual 100 Project data Positions Product groups Additional texts Remarks Prologue Ladies and Gentlemen we are pleased to be allowed to place the following offer Epilogue For further questions please contact us Yours sincerely C Additional Text Prologue Text as long as desired is printed as an introduction before the offer positions With the new creation of a project it is pre selected from the lt Master data Settings Offer Texts gt The text can be changed at any time By clicking Text module on the menu list or the combinatio
32. AO SNZJEJS JI9IOId Revision 2013 12 Visual Project 164 User s manual Visual Project ziz abed Revision 2013 12 0 00 I6 0L 8 9 1 pP1O Z 97 1 4O M sn e s 2 foud 104 UOIIOd Janoun L Visual Project j Visual Project Branch Dialling support S Visual Project Users manual 165 Caller List The CTI module in Visual Project has an automatic call recognition All incoming calls with call recognition are entered into the caller list if the monitoring of incoming calls is activated under lt Options CTI Settings gt If the incoming phone number or part of it can be assigned to a phone number of the customer administration the company and if available the contact partner are entered as Info The caller list can be called via lt Edit Caller List gt starting from the Visual Project Administration Center SL Incoming calls Contact person Phone 08 11 2002 12 28 00 00 12 17 Central Hospital 0513 349 130 06 14 2002 14 39 06 00 02 32 Raber amp Co 040 22937 0 Coase e In the caller list all recognized incoming calls are displayed in chronological sequence Entries can be removed via the button Delete If the entry in the caller list contains a phone number from the customer administration you can branch this function directly to the respective customer or prospective buyer A PC supported direct call is possible via the function dialling s
33. Accept the number or enter your own 8 digit distinctive project number You will receive a message if the number has already been entered After this all entry fields are empty or pre set and the entry of project data can begin In case you defined additional languages via lt Master data Settings Languages gt for your offer texts then you can choose via the menu option Language in which language your offer will be printed Visual Project takes over all texts in the selected language If you have not define a language the language from the customer base and or the first language from lt Master data Settings Languages gt will be taken over Revision 2013 12 Visual Project L Project data Visual Project User s manual Project data Project data Positions Project number Search name Titles name Date Realization Customer data Address no Address 1 Address 2 Address 3 Street PO box Country ZIP City Delivery address Address 1 Address 2 Street PO box Country ZIP City Project number Title Name Search descriptions Date Realization Delivery date Operational date Resubmission date Internal number Product groups Additional texts JHIPATH 3000 HOSPITAL OFFICE otter 20030002 y HiPath 3000 Hospital Office 1410 2003 Delivery date moa Reminder lo 01122003 Operational date oOo Internal no Po ooo e Central Hospta o
34. Created by admin on 14 10 2002 11 59 10 Last modification bp Admin on f410 200212 08 42 Confirmation window Safety Check 7 Gre you sure khat you want to delete this data record Pricelist ee Options Price type Purchase Language English Description z Visual Project Revision 2013 12 Visual Project Installation Visual Project User s manual 5 Visual Project can be installed under Windows NT Windows 2000 or Windows XP System Requirements To use the program Visual Project your system has to meet the following requirements e IBM compatible PC with a minimum Pentium of 350 MHz 500 MHz or higher is recommended e atleast 256 MB of RAM 512 MB or higher is recommended e Hard disk with at least 200 MB free saving capacity e Windows XP SP3 Windows Vista SP1 or higher Windows 7 Windows Server 2003 SP2 or higher or 2008 e VGA graphics card resolution 1024x768 or better e Mouse e Internet Explorer 8 0 or higher version e Microsoft Word version 97 or higher is required for the Document administration and the Word Export of projects e for the Outlook interface Microsoft Outlook version 2000 or higher is required e Microsoft NET Framework version 4 0 or higher Installing Visual Project After having checked the system requirements and having ensured that there is sufficient disk space available on the hard disk the program installation can be st
35. ES En TA D Betreff F llig am N Hier klicken um 4ufgabe zu erstellen Outlook Heute siehe e Vertragsdaten f r Interessent Nr 00000002 Mo 09 07 2001 Posteingang ath e Kalender siehe Yertragsdaten f r Kunde Nr 00200049 a Kontakte E E Weitere Verkn pfungen i l l l xj 6 Elemente When starting Visual Project the folder Tasks of Microsoft Outlook will be opened automatically Visual Project Revision 2013 12 Visual Project Users manual 151 siehe Vertragsdaten fur Interessent Nr_ O0000002 Aufgabe Datei Bearbeiten Ansicht Einf gen Format Extras Aktionen fed Speichem und Schlieben ad e 0 43 Serientyp xz Aufgabe zuordnen ral 7 ee Ke Visual Project Aufgabe Details Diese Aufgabe ist heute f llig Betreff biehe vertragsdaten f r Interessent Nr 00000002 F llig am mo 09 07 2001 Status Nicht begonnen z Beginnt am Keine Angabe Priorit t Normal erledigt os lt Q T Erinnerung eine Angabe sine Angabe QE zust ndig Kirstin Stingi automatischer VWiedervorlageneintrag f r RABER amp SOHN Kontakte Kategorien Privat I Tasks which were set up via Visual Project can be recognized because the button Visual Project is activated Ree Visual hae If you entered a resubmission appointment in the customer or p
36. Filter Grading Number date 00000007 11 29 2002 00000008 12 3 2002 00000009 12 19 2002 Visual Project j Users manual Admin No filter activated Project number Downwards Description Status Realization Volume Hotel Austin HiPath 4000 Offer Alcatel 12 27 2002 Office equipment Hicom 150 E Office Offer Alcatel 12 31 2002 New communication system Hicom 150 E Office Offer 75 720 20 32 497 74 1 16 2003 258 605 75 60 2 17 2003 11 09 30AM Customer Contact persons Telephone Hotel Austin 2456 Ferguson Lane 78770 Austin Chris Johnson 0512 349 7885 Phone Inc Finanzcenter 722 Moss Bay Blvd 38690 Vancouver Sander CrazeoPhone 4444 East Pender St 97101 Bend Constanze Mayer 0503 555 Page 1 1 Revision 2013 12 Visual Project Users manual 61 Archive Visual Project offers the possibility to archive selected projects and to remove them from the project administration afterwards This option could be useful if you want to remove old projects from the project administration but do not want to erase them irretrievably In order to archive projects do the following M Mark those projects in the project administration which you want to archive M Click on Archive Browse for Folder n x Select archives directory bees nef ComPlus Applications E Internet Explorer H E microsoft Frontpage H D Microsoft Office g OJ MINOLTA QMS jee pf NetMeeting bee
37. New Edit Delete Forward Close Address card Address list Campaigns Lizenzen gt gt Ex Import 7 With the selection mask customers or prospective buyers can be deleted added edited forwarded exported as well as address lists printed On the selection window there is a filter for the selection and search of customers prospective buyers Select the desired user from the selection list User Only the addresses directly assigned to the user are shown All addresses created in Visual Project are visible for all users when Reading authorization on customer data for all users in the Company data is ticked Also see Company data from page 44 of the manual Every user can view and edit the address master data like address and general information to ensure optimal data maintenance The data that all users can view and change can be found in the registers Base data und Additional data of the customer database The registers Contacts Contact person Remarks and Status contain special information about customers prospective buyers and are only accessible by the owner of the address or the user who is in the hierarchy above the owner The user of the address can also be seen in the column created by in the selection window or via the button Info of the database form This function enables forwarding of customer prospective buyer data to Revision 2013 12 Visual Project Address card Visual Project
38. Project ai Save and Close I lt j ll mm Drl ar o oy General Details Activities Certificates l All Fields l Select from AddressCode 00000003 ContactID New Delete If there is a link you can see the fields AddressCode and ContactID in the Outlook contact The field AddressCode contains a reference to the address number in Visual Project In order to get to an address in Visual Project from Outlook please to the following Revision 2013 12 Visual Project Fel Visual Project Import of contacts from Outlook Visual Project P Users manual 213 M After having started Visual Project choose the corrsponding contact in Outlook and open it for editing FE Jonathan Smith Contact i File Edit view Insert Format Tools Actions Help Rie visual Project gt ila Save and Close EIE DO gt By am vo ay General Details Activities Certificates Al Fields Full Name bonathan Smith E mail y Jonathan smith centralhas ital cor wl Job title Manager Display as Jonathan Smith Jonathan Smith central Company CENTRAL HOSPITAL web page address http tww Central Hospital com File as Smith Jonathan i IM address Phone numbers Business w 1 513 349 1234 Home v Business Fax w 1 512 349 7886 Mobile vi Addresses Business w 1867 Turlow Lane Austin 78770 IV This is the mailing
39. Project Revision 2013 12 Visual Project Visual Project User s manual 35 Here you can enlarge or reduce the size of the page preview Displays the first page of the printout Displays the previous page of the printout Displays the next page of the printout Displays the last page of the printout Stops the page composition Used to search for text in the page preview Revision 2013 12 Visual Project Master data Countries Federal States IP code book Salutations Lines of Business Text modules Company data Settings User s manual 36 With the entering of the master data the foundation for an organized and flexible work with the program is laid The more detailed your entries are the better the program can support you in your daily work The master data consists of several selection windows like country administration or the ZlP code book which will provide you with information during the program The call and the amendment of these data is also possible at these places Countries Country administration can be found under lt Master data Countries gt in the main menu Countries are administered separately by Visual Project You can call upon these countries at various stages of this program For example addresses can be allocated to countries or when printing out quotations for a certain country the corresponding currency and exchange rate can be selecte
40. Project j Visua 159 User s manual I Project Visua ziz eg S002 S0 60 lt 9 cooz S0 60 900z 0 S4 g YS6 LZZ L jenuajod Jay S00zZ 0 r L S00Z Z0 80 V SZL 069 Revision 2013 12 Visual Project j Visual Project Users manual 160 Product evaluation Product evaluation allows products to be evaluated by quantity and turnover time period related and employee related Through the settings of the Project Status on Contract all sold products in a time period can be determined Carry out a direct product evaluation by using the product filter see also section Products After completion of the criteria for the analysis start the analysis by actuation of the button Execute The result can be seen in the following image Visual Project Revision 2013 12 Visual Project User s manual Product evaluation Employees All and subordinates Realization from 01 01 2003 to 31 03 2003 Project volumes from 0 00 EUR to 999 999 999 00 EUR Probability from 0 to 100 Status All Project object All Line of business All Industries and subordinates Sales channel All 18 02 2003 15 42 45 Product number Designation Quantity Purchase Marge Sales FR1A31003 G2121 S500 EIC KENNUNG 1 0 4 00 25 93 5 40 20 FR1A31003 M1522 B799 Instruction manual Hicom cordless EM 1 0 22 00 25 68 29 60 7719 Gigaset 2000 active French FR1A31003 M1522 B842 Instruction manual Hicom cordl
41. System HiPath 3000 Country United states of america System number Base data Location Identifier Will be assigned by the program automatically Designation Designation of the telephone system Manufacturer Manufacturer of the telephone system A selection list supports the entry by display of all manufacturers of former projects In case of takeover of a configuration out of the configurator the manufacturer will be entered automatically System Selection window for the system e g HiPath3000 User country Country in which the system will be used The entry is possible via a selection window System number Number of the telephone system In case positions are already entered the system of the telephone equipment as well as the system number will be shown in the column System of the position entry Revision 2013 12 Visual Project Details Visual Project j Users manual 73 All systems HiPath 3000 HiPath 4000 Delete Trunk line of digital off analogue Subscriber off digital off analogue Contract type FO Contract no Po System price O DOER mooo Contract end PARK file from EAr IEY REGEN file from A EAT SES file from EA ET BAY file from EA La perosesesseoseseeoee Base data Details Inventory Close Digital Trunk line Analogue Trunk line Subscribe
42. The filter consists of 5 lines with Criteria which can be connected by AND or OR For defining a criteria first select a Field of the selection list which you want to limit In the second selection list select the desired Condition Following the condition 0 2 fields can follow for the Arguments which can be defined freely Stand ins so called wildcards are also allowed here When looking for the pattern HIPATH 00 all HIPATH3000 and HIPATH4000 will be displayed The button Delete all will delete all entries in the filter The button OK Revision 2013 12 Visual Project Example Product search Delete filter Special filter User s manual 30 will close the filter and start the search If you execute the search the selection window will display only those entries found according to your criteria If no match was found the selection window will be empty Product search sotar All manufacturer All groups Searching 2 My default view as Loe Filters ultimode ion pour Controle Please select your filter criteria from the listed fields D 45 canaux In Product number starts with fa D 60 canaux IP canaux NCUI Designation English JE contains Teleservice canaux NCUI Designation English D 120 canaux Comments English ux HG3570 IP c Designation French ux HG3550 IP c Comments French D 90 canaux Ir Designation German 30 canaux Irr Comments German
43. V3 0 basic package witl HiPath HG BDA627 L30280 D600 4627 Siemens DUA304 HiPath HG 1500 3 0 expansion to incluc HiPath HG CUA363 L30250 U622 4362 Siemens DUAS3O5 HiPath HG 1500 Y3 0 PDM1 expansion r HiPath HG CUASB4 L30250 U622 4364 Siemens DUAS325 EIC code DECT code Identificati CUA371 L30250 U622 4371 Siemens DUA402 LAN Interface module LIM for HiPath 5 Module d i CUA372 L30250 U622 A4372 Siemens CUA373 L30250 U622 A372 Siemens PC Anywhere uparade from V9 2 to V1 Mise iou gt a E ml Si E E ied Ez E a E m E m E E 4 X 0 of 312 data records selected for update 312 data records in the product line If a product is marked in the left list supplier database a Visual Project Revision 2013 12 Visual Project Fast Modification Visual Project User s manual 147 corresponding entry will be highlighted in the right list your product database The scroll bar in the right list can be used to review the success of the data transfer and the pricing of the products In the right list every visible field of the product database can easily be changed manually Click in the desired field and change the entry Changing to another product automatically stores the amendment Modifications can also be made to the product data easily through Visual Project product master data see section Products For the transfer of further supplier s data open another database and pro
44. Visual Project starts copying Depending on the size of the database and the speed of the connection this process can last several minutes While copying a progress window is shown Client Selection Please select the directory for update programs Update directory C Program Files visual ProjecttDATAWPINST C Program Files Visual ProjectDATAWpserver mdb Tal worre C Program Files Wisual Project DATAWordTelMDB V Show this dialog on every start New Delete Reorganization Info cancer Take over After having finished copying the new database is shown in the client selection as new client The designation for the new client is pre set with New client If necessary you can change this designation Revision 2013 12 Visual Project Users manual 188 Linking an existing If you want to link an existing SQL Server database with Visual database Project data as a new client do the following Merge data base f generate new Access database C existing Access Database f generate new SQL Server database Cancel OK M Click in the Client Selection on the button New M Choose the option existing SQL Server database and click on OK In the window of the SQL Server Login enter the name of the SQL SERVER as well as all other options which are necessary for logging in Follow the same steps as described under generate a new SQL Server database The SQL server data base which you select during
45. added tax on the total net sum Line 5 Formatting and wildcards for the total gross sum of the price type The following wildcards can be used in the tables Wildcard Description Usablein CaptionDescription Caption for text Positionstabelle CaptionDesignation Caption for designation Positionstabelle CaptionPositionNumber Caption for position number Positionstabelle CaptionQuantity Caption for quantity Positionstabelle Visual Project Revision 2013 12 Visual Project User s manual 227 Wildcard Description Usablein Currency Currency symbol Positionstabelle Summentabelle Designation Positionstabelle Discount Rebates or discounts on positions Positionstabelle DiscountDesignation Designation for rebate discount Positionstabelle Summentabelle Summentabelle TotalPrice Total price Positionstabelle Summentabelle UnitPrice Unit price of position Positionstabelle VAT Positionstabelle Visual Project Revision 2013 12 Visual Project Users manual 228 Appendix D Automatic update service for Visual Project Visual Project provides the possibility to use a Windows Service for a time controlled installation of program updates for Visual Project Prerequisites e Visual Project has to be installed on the PC on which the Windows Service for Updating is carried out e The PC on which the Windows Service for Updating is carried out has to be switc
46. as you like Packages serve to hide a single price e g a relatively high single unit price compared to the other components of the package and to improve the structure of the offer By the package composition a new product is created which is made up from the different individual components and package positions Package positions cannot have their own Revision 2013 12 Visual Project Group composition b Se Offer structure Price type column Visual Project User s manual 82 rebate Rebates can only be granted on the total package The value added tax is the same for all packages The package has its own quantity Due to this the real quantity of the package positions results from the multiplication of the package quantity and the number of individual package positions The real number of components is shown in the column Qtty real With the creation of packages a row for the package beginning and a row for the package ending is inserted into the offer The text in these rows can be changed individually and will be pre defined with the standard values from the offer texts A long text can also be entered for the package and the package positions can be suppressed for printout M Highlight all the positions that belong to the package M Use the package symbol in the toolbar or select the menu lt Edit Packaging gt Groups Sub totals serve as an overview as well as the subtotal creation of the related posit
47. be used for the search of addresses or as a criteria in the analysis It is also useable as a unrestricted field for customer groups A selection list supports the input by display of all entries in the address used up to date Allocation of a price group to an address In the selection list all Prorice groups defined and used by you are displayed The price group serves as default for new projects of this address It can be project specifically changed at any time Displays if a customer is Value Added Taxable or not Serves as default for new projects of this address and controls the printout with or without the value added tax statement It can be project specifically changed at any time Indicates the language text for printouts of the offer In the selection list Language defined and used up to date are shown The language serves as default for new projects of the address It can be project specifically changed Revision 2013 12 Visual Project Details Visual Project User s manual 117 Customer at any time Indicates if it is a customer or prospective buyer If a tick is activated then the financial bookkeeping account field will be visible The field customer is ticked automatically if you take over project positions into the stock of a prospective buyer Further information can also be found in the paragraph Project editing from page 66 Financial account It is possible here to enter a different custome
48. confirm with the button Activate With the correct number sequence a corresponding success report is shown on the screen In this field the type of the recognised copy protection is shown In case of hardware copy protection the location including port address are shown in addition If you have hardware copy protection the version number of the driver software is shown in the field API Version In the field System date you can see the current system date of your PC It cannot be changed By clicking on this button you have the possibility to update your copy protection via the internet This can be necessary for example if you want to prolong a timely limited licence Modul1 Modul6 displays the different program modules and functions They can be executed differently from program version to program version Generally there will be more functions with higher program versions Please determine the actual acquired program according to the current valid price list and your invoice for the modules of the program If you have purchased a module a green tick is shown in front of the module name For activation by telephone select the desired modules by double clicking with the mouse on the module name The program no longer starts if you have a time limited program licence and the system date is after the validity date or after typing in a false key code five times for an activation The number of possible trials left is shown
49. do not have the module external interface of Visual Project you receive a message Visual Project Revision 2013 12 Visual Project Visual Project User s manual 216 Outlook Visual Project Add In Fa h DY Visual Project is not ready yet Open Architecture Visual Project was developed as an open tool on the basis of a relations database and provides the possibility of setting up an individual database You can choose between Microsoft Access and Microsoft SQL Server as a basis for the database For most use cases a Microsoft Access database solution is sufficient reommendation lt 20 users The database architecture of Visual Project enables you to access the data of Visual Project from nearly every application e g Microsoft Excel Microsoft Word Microsoft Outlook You can also link and use the tables of Visual Project in other Access databases Microsoft SQL Server Data base For network versions with extensive data volume or for networks with ISDN connections we recommend working with a Microsoft SQL Server database In this case the access to the data will take place via an Access database which contains links to the SQL database If you have not installed a Microsoft SQL Server so far you can use the SQL Server 2005 Express Edition from Microsoft which is free Access protection The table construction field names field types must not be changed without precise examinat
50. homepage http www visualproject de Attention The loss of the copy protection at the same time means the loss of your software licence Visual Project Revision 2013 12 Visual Project User s manual 16 Program Design Applications Network Version External Interface Document Administration Visual Project Program Modules Visual Project consists of a basic module and several additional modules The basic module already contains all essential functions such as customer prospective customer administration product master data price administration offer writing and configuration Depending on your wishes you can extend Visual Project with the following additional modules In the network version of Visual Project several users can work at the same database at the same time Visual Project therefore provides you with high performance functions In the User Administration you can store any number of users and assign different rights to every single user You find further information concerning User Administration in the chapters User administration from page 172 and User rights from page 175 The network version of Visual Project enables you to forward tasks or resubmissions to other users Even forwarding of customers or projects to other users is possible Further information concerning these features can be found in the chapters Projects from page 58 and Prospective Buyers Customers from
51. however changeable to do this choose the button Browse In here a directory even one which does not exist can be chosen and will be automatically created by the system Click Next to continue the installation ou Misual Project Setup Visual Project Visual Project Setup Select Program Folder Please select a program folder Setup will add program icons to the Program Folder listed below You may type a new folder name or select one from the existing folders list Click Next to continue Accessories Start Up Installshield M Following this the installation assistant will search for sufficient memory and existing parts of the program Now you have to determine under which Windows program group the program will be called later The default is Visual Project Click on Next to continue Visual Project Revision 2013 12 Visual Project User s manual 12 a Visual Project Setup Visual Project Visual Project Setup X Setup Status Visual Project Setup is performing the requested operations Installing C Programmeisual Project s04001 pt MM Installshield M The installation program will now install all components onto your system The program displays a window in which the installation progress will be shown M After having finished the installation the setup creates the program group which you defined or the standard program group with all its necessary program symbols automatically
52. in the Client Selection Merge data base generate new Access database C existing Access Database f generate new SQL Server database existing SQL Server database M Choose the option generate new Access database in the form and click on OK Merge data base Destination data base Save in Data x Pictures eid 9 YPINST My Recent FIT mMDB Documents Ah pserver mdb B WorldTel mdb M aleve File name Visual Project mdb aces Save as type Access data bases v Cancel M Visual Project suggests Visual Project madb as a file name for the new file You can change the file name but the file name suffix mdb must not be changed Visual Project Revision 2013 12 Visual Project Se Visual Project P Users manual 181 Safety Check LY Do vou want bo import data From an existing data source After Visual Project set up the new Access database you will be asked whether the data should be taken over from an existing Visual Project database This might be useful if for instance you want to take Visual Project data out of an existing SQL Server database into an Access database MI If you want to create an empty Access database which is only filled with standard data like countries salutations etc click on No After that the new Access database will be shown in the client selection as a new client M If you want to take over data out of an existing Visual
53. in the field Counter The copy protection is useless after this also for an activation by telephone Revision 2013 12 Visual Project Online Licensing Visual Project j Users manual 211 E Licensing Wizard Licensing License number Online License Activation Activate your Visual Project license by entering a valid license number and selecting the button Online license activation If you do not possess an online connection you can call the number 49 30 2089835 70 and activate your program license by telephone License Activation by phone Cancel In case you have not got a dongle the Licensing Wizard is started with the first start of Visual Project Insert the licensing number serial number which you received together with the software in the designated field and confirm the button Online License Activation during an existing internet connection for the activation of your license After successful license activation Visual Project will be started In case you have got an error message during the license activation or in case the online activation cannot be carried out a license activation per telephone via our support is also possible Our support staff are at your disposal from Mondays to Thursdays from 9 00 am to 12 00 am and from 1 00 pm to 5 00 pm as well as on Fridays from 9 00 am to 2 00 pm under the hotline number 49 3 94 1 56636 70 Revision 2013 12 Visual P
54. in the same directory as your slave database To prevent to have the same project number you can define project number ranges for each user in the user administration Additional informations can be found in the Chapter User administration starting from page 172 If a user logs out of the slave mode a slave ID is lodged in both the master as well as the slave database By means of this slave ID it is assured that only slave databases can log in and copy their data into the master database which have a lodged identification in the master database However in certain situations it can be necessary that the slave ID for the slave database has to be changed in the master database This can be the case if for instance a data backup of the master database has to be accessed in which another slave ID is lodged for the slave database In oder to change the slave ID in the master database do the following steps M Open the client selection on the PC of the logged out database via the menu option Change Client under Options M Click on the button Info in the Client Selection Visual Project 1 Data base version 3 39 of 13 12 2004 Database in Slave Mode Slave ID 5430877 Revision 2013 12 Visual Project Visual Project j Users manual 199 The database information for the logged out database will be displayed M Note down the slave ID of the logged out database M Link via the menu option Options Change Cl
55. installer Visual Project Revision 2013 12 User s manual 131 Visual Project Products i The function can be selected through lt Edit Products gt in the Visual Project Management Center or invoked directly by the fast start button Products A selection window appears with a listing of all products of your company With the first start of Visual Project the list is empty Product search Manuf Reread All manufacturer v All groups v Customers v Searching 4 My default view z E Filter Product number Designation English Designation French Fiber Module Mutti mode FMM for Hi Synchronization Option for HG 3800 HiPath HG 3570 IP 2 0 Interface 45 HiPath HG 3530 IP 2 0 Interface 60 HiPath HG 3575 45 Channels NCUI HiPath HG 3575 90 Channels NCUI HiPath HG 3530 IP 2 0 Interface 120 HiPath HG 3570 Y1 30 channels HiPath HG 3550 Y1 30 channels HiPath HG 3570 IP 2 0 Interface 90 HiPath HG 3530 1 1 30 channels Headset HSG 40 Supra Handset Listening Handset for AC4 Installation and Configuration of Blind Additional Cable Set for 2001 VISTA Carnnactian waclaaa fav ECakanaca fie Siemens Siemens Siemens Siemens Siemens Siemens Siemens Siemens Siemens Siemens Siemens Siemens Siemens Siemens Siemens Cinmana L30220 600 4102 L30220 Y600 4103 L30220 600 4136 L30220 Y600 4137 L30220 Y600 4145 L30220 600 4146 L30220 600 8147 L30220 600 4152 L302
56. list displays all suppliers used up to date to ease data entry Visual Project Revision 2013 12 Visual Project L Notes Visual Project j Users manual 138 Order No Stock Delivery Time Statistics Product line 7 m 4 23456789 gt ll Search name HPLASERJET 4 Corresponding order number of suppliers 1 3 Stock of the product Delivery time of the product verbal Activate with a tick if execution of special evaluations about products with statistics should be carried out in the analysis module see also Product evaluation on page 160 Base data Prices Remarks Technical notes Assembly time 10 in minutes i Technical Notes Assembly time Enter technical instructions or assembly instructions or other required information of the product Enter the time of assembly for the product in minutes It is used later for the calculation of the assembly price Revision 2013 12 Visual Project Administration Visual Project j Users manual 139 Administration This function is activated by lt Edit Administration gt of the Visual Project Management Center or directly invoked by the fast start button Administration The administration serves firstly as a convenient tool for import and the pricing of products from external data sources as well as the fast modification of product data The import source are the supplier da
57. menu option Export Excel file and select the Excel version the path and the filename for the export in the on screen dialog box Excel Import In the program directory of Visual Project there is an example of an Excel table for importing addresses into Visual Project The file is named ImportAddresses xls and consists of several sheets The sheet Addresses already contains all column names which are selected for an import of data into Visual Project In this sheet you can enter all addresses to be imported line by line On the sheet Description EN or Description FR you find a description of the column names supported by Visual Project including data type standard value description and range of value However you can also use any Excel table for the import of addresses Prerequisite for the import is the existence of a sheet named Addresses and at least the column AddressCode Simply re name the Excel sheet into Addresses and name the column with the address number in the 1st line AddressCode Furthermore give all the other columns of the sheet which should be taken over the corresponding column name Visual Project takes over only these columns other columns are not considered The function for exporting and importing addresses is only at your E disposal if you own the module External Interface of Visual Project Visual Project Revision 2013 12 Visual Project New creation C Master data Street Addres
58. micro english Instruction manual Hic cordl EM Gigaset 4000C German Instruction manual Hicom cordless EM Gigaset 4000C englisch Instruction and installation manual for Attendant P german Instruction and installation manual for Attendant P engl Documentation package optiset E entry German Documentation package optiset E entry English Documentation package optiset E basic German Blister Pack optiset E standard advance Prints the report or Menu lt Page view Printer gt Exports the report into different export destinations A window will be opened for chosing the export format and the destination of your export Select an export format from the selection list Format and confirm with OK b gt tn E Acrobat Format PDF Destination After the entry of the name the file will be created Please keep in mind that the format and layouts of the Visual Project E page preview cannot be transferred exactly into all formats The Visual Project reports and lists were established with the report tool Crystal Report The extensive format functions of Crystal Report are not supported by all export formats so that a manual revision is often necessary Should there nevertheless be a permanent customization of the reports necessary we recommend to edit your reports directly with Crystal Report The report tool Crystal Report can be purchased in software shops or directly from us sF Refresh of page view Visual
59. na APS Siemens MDF Mopen End Cables 10r Siemens L30270 611 AY Pag Siemens MDF Mopen End Cables 20m Siemens L30220 611 AYPS Siemens MOF Open End Cables 40m Siemens L30220 611 A Pao4 Siemens MDF Yopen End Cables 93m Siemens L30220 614 ASAT optiset E data adapter Siemens L30220 2600 ons Aca E sinneture module Chip Card Siamar Lanan TENN The event is reversible when deleting letters Capitalization and the use of small initial letters are not taken into account Visual help is provided during sorting and searching by the blue background of the column and the searching area Changing the order You can determine the order and width in which each individual and width of the information regarding the data records will be shown A change in the columns order of the columns is necessary if you want to change the sorting order or to show different information within the visible area of the listing field For this please click on the heading of the column to be moved and then drag with left mouse button depressed to the desired position When the left mouse button is released the dragged column will be positioned in front of the column on which the mouse button is released Change of position Another possibility is to click on the column header On the right border of the header a button will appear for opening a selection list Click on the button In the list to be opened you can select from all available columns which can change
60. option all resubmissions will be displayed Otherwise only the due Revision 2013 12 Visual Project Own resubmissions Delete Print Go to Check E Reminder E Reminder Visual Project Users manual 149 resubmissions are displayed M Click on the button New M The current Date will be suggested Change the date if necessary You can also use the button for the calendar MI Enter the Time M In the field Designation you can enter a key word for the resubmission e g Training M The field Description Details offers room for a detailed description e g Training Visual Project in the conference room M If necessary you can make a reference to a specific customer prospective buyer or a project in the field Link to Via the button Go to the data record can be invoked later directly The entries are saved automatically when closing the form or when changing to another document With the button Delete you can remove the resubmission With the button Print you can print a list of your reminder preview the list before printing in the site preview and or export the list in a file The button gt Go to branches in case of a valid entry in the reference to the corresponding data record in the customer prospective buyer or project master data You can set in the menu Company data whether the resubmission is to be opened automatically or not in case of due appointments with every start of V
61. or deregister files The Service Center consists of a menu bar and several workplaces Settings Info End Via the menu bar you can get to the menu functions of the Service Center Service Center Settings Protocol http v Data Server www visualproject de iV Use Domain Name System DNS IP ddress Internet Options Close Here you are able to change the settings for the internet access to the data server where the current supplier files for Visual Project are Protocol Selection of the protocol type for the access to the data server Data Server Internet address URL of the data server Use Domain Name is ticked when the access to the data server is Revision 2013 12 Visual Project Info End L Files Visual Project j Users manual 167 System DNS to be done via Domain Name System IP Address If you deactivated the option Use Domain Name System you can enter the IP address of the data server here The IP address of the Visual Project data server has been preset already Internet Options Via this button you get into the menu Internet Options for your operating system Here you can make further settings for the internet access if necessary yp Service Center 1 0 Revision 51 Yersion Visual Project Under nfo you can read the program version and program revision of the Service Center In case you wish to contact our support here you find the phone and fax
62. position with the current column searching 2y lt Product number A351 003 621 21 5500 20 Siemens A31003 G3000 B8304 5019 Siemens A31003 3000 B306 5019 Siemens 4351003 G3000 B8308 5019 Siemens 31 003 3000 6431 9 5019 Siemens Order no Supplier 2 4 31003 G3000 6336 5019 Siemens Supplier 3 lio 4351003 h11 522 67 S0 19 siemens Instruction manual Hicom cordless Gi 4S1003 h11 S22 B S0 7619 Siemens Instruction manual Hiccom cordless SE SSS SS Te Oa CS eames signatio In english TT Hooo Commenta english Supplier 1 Order no Supplier 1 Supplier 2 Stel tjon ee a Width of column The width of the column can be changed by moving the mouse slowly to the border of two column headers Within this area the mouse cursor will change into a double line with two horizontal arrows Now change with left mouse button depressed the column to the desired width In case the columns are smaller than the information they contain you can have the full field content displayed by resting the mouse cursor for some time on the field A yellow window will appear with all field data Visual Project Revision 2013 12 Visual Project User s manual 27 oLandard view Zt a Manufacturer Assistant E Office Rel 2 for Service admin Siemens Assistant C Office Rel 2 rati Assistant C upgrade Expansion box O70 witha Connection set tor 2M UAM Module for OfficeP UAM Module for OfficeP
63. project status are considered All are preselected Restrict the inquiry by selection of a project object from the selection list Only projects with the same project object are considered All are preselected Restrict the inquiry by selection of a line of business from the selection list Only projects with customers from the selected line of business are considered Activate a tick if all lines of business under the hierarchy of the selected line of business are desired All are preselected Restrict the inquiry by selection of a sales channel from the selection list Only projects with the selected sales channel are considered Activate a tick if only the articles with entries in the field Statistics in the product master data are to be considered in the product evaluation This is useful if for example only the turnover of a certain article is to be evaluated repeatedly see also section Products Without the tick all articles are included in the evaluation A summary of the existing offer potential can be obtained After completion of the criteria for the analysis start the analysis by actuation of the button Execute The result can be viewed in the following image Revision 2013 12 154 User s manual I Project Visua bil abed 8 628 99 8 628 99E 8 628 99 D l Jepues JOO JeyusozueUl4 SOHO 3 OS woaly c00Z2 210 00220 C0 pL L6r ZE OOL pl L6r Ze SEEN 00L
64. set The button Add creates a blank line in which the federal state can be entered Federal state Name of the federal state the region or the province The name has to be distinctive The deletion and amendment of the entries is possible at any time In case no federal state has been entered the corresponding selection lists e g when creating addresses will be blank Revision 2013 12 Visual Project Select country Visual Project j Users manual 39 ZIP code book A country specific ZIP code book can be found lt Master data ZIP code book gt ZIP Code book loj x Searching Country United states of america raO poe Delete Select the desired country for which the ZIP code is required through the selection list Country The displayed countries are taken from the master data The country which you have selected in the company data is pre set The button Add creates a blank line in which the new place city can be entered The following particulars belong to an entry ZIP code Max 6 character ZIP code of the city The ZIP code can occur several times City Name of the city place Area code Area code of the city place without the international country code The area code has to start with a zero and end with a separation character Otherwise the entry will be automatically corrected or rejected As a separation character the backslash and the dash are permitted Selected p
65. slave mode instead of the function Slave Mode the function Master Mode will be displayed The date in brackets displayed behind shows when you last logged out of the central database into the slave mode The Slave Mode is visible in the title bar of the screen by the display OFFLINE The function Master Slave mode is only at your disposal in the network version of Visual Project e In the Slave Modus all data from the central database is at your disposal However you can only make changes in projects and customers which are assigned to you as the user Revision 2013 12 Visual Project Refresh product data Visual Project j Users manual 196 isual Project All other users of the Master database cannot change projects which belongs to you as long as you are in the Slave Mode When trying to edit write protected data a message appears on the screen The following changes in the customer prospective buyer data can be done by other authorized users during the logout e Changes of basic and additional data as well as remarks e Creation of new enties in the contact history e Newly created entries in the contact history can also be processed or deleted If there are changes in the basic data additional data or remarks of one address simultaneously in the master database and the slave database the changes of that user are maintained who has done the last change Existing entries in the contact history of an address
66. telephone system installed by the customer prospective buyers Analogue exchange connections of the telephone system installed by the Revision 2013 12 Visual Project Reminder Visual Project User s manual 118 Subscriber digital Subscriber analogue Remarks Contract type Hire 10 Years Contract no f 334566687550945 System price 12 000 00 EUR Contract end 1234 2003 Reminder Details Femarks Contract Contract Type Contract Number System Price Contract End Reminder customer prospective buyers Digital participating connections of the system installed by the customer prospective buyers Analogue participating connections of the system installed by customer prospective buyers Unrestricted remarks to the telephone system 12 81 2003 Contract type of the telephone system of the customer prospective buyers e g rental purchase leasing etc A selection list supports the input by displaying all entries used in the addresses up to date Number of the contract for the telephone system Price of the total telecommunication system End of contract expiration date Date of automatic resubmission The appointment that is entered under resubmission guarantees that new negotiations can be entered with the prospective buyers at the right time Revision 2013 12 Visual Project Users manual 119 Reminder Information 09 07 2005 00 00 00 John Smith al
67. the client which is to be deleted and click on Delete Only the reference to the client is deleted The database will be kept Reorganizing client M4 Select the client whose data is to be reorganized Then click on database Client Information Se Check Visual Project j Reorganize Further information concerning reorganization of databases can be found in the chapter Database reorganization on page 192 of the manual Via the button Info you get information about the database version of your selected client If you are in the slave mode apart from the database version the slave identification Slave ID of the database will be displayed too You can find further information concerning the slave mode under Master Slave Mode from page 194 M Ifyou tick the field next to Show this dialog on every start the Revision 2013 12 Visual Project Users manual 180 dialog box for the client selection will appear with every start of Visual Project otherwise that database is used which was last used Setting up new clients Visual Project offers the possibility to link Microsoft Access or Microsoft SQL Server databases as new clients in the client selection The different possibilities of linking the databases are described in the following chapter Linking Microsoft Access Databases Setting up a new If you want to link an new Microsoft Access database then do the database following steps M Press the Button New
68. the product description is to be printed With Picture Ticked if pictures of the product master data are to be printed in the positions With Unit Price Ticked if the unit price of the positions is to be printed Without unit prices discount on positions cannot be printed With Rebate Ticked if the rebates or discounts for the offer Discount positions are to be printed Cannot be set if no unit prices are to be printed With Total Price Ticked if the total price of the offer is to be printed Qtty with decimal Selected if the number with a decimal point places after the comma should be printed With Packet Ticked if the packet positions are to be printed Visual Project Revision 2013 12 Visual Project Visual Project User s manual 86 Positions Only Positions with Ticked if only those positions are to be printed Price whose total price of at least one price type apart from purchase is different from zero With VAT for Position Ticked if the Value Added Tax rate is to be printed in every position It is only printed if the field VAT is set in project data Clicking on the button Exchange rate opens the country administration for the extraction of the currency details and the exchange rate for the offer printout If required select a country and confirm with OK The exchange rate and the currency of the chosen country are entered in the following fields The basis for the conversion is the interna
69. the protocol The designation Supplierlmport followed by an Revision 2013 12 Visual Project Users manual 146 underscore is followed by the year with 4 digits and afterwards the month and the day with 2 digits each The second underscore is followed by the time with 2 digits each for the hour the minute and the second All other fields of the supplier s database can only be imported when they are not empty Take over supplier In order to take over the selected product data into your product master data data do the following M Close the pricing form M Click on the button Take over to import the product Before the transfer is executed a confirmatory question is asked as changes will directly affect the product master data x d ep You have selected 60 data records For importing Do you want to start the supplier data update Thereafter all product data will be extracted from the suppliers database into the product master data according to your selected settings and the Pricing is executed After successful transfer the right list is filled in or updated A Product pricing Siemens ICN Products Indirect Channel France 4 Supplier database NEVY AMENDED X k CUB213 1 user Fault Management V3 0 licence HiPath Fat DUA285 L30251 U600 428 Siemens CUB214 User Fault Management V3 0 licence HiPath Fat DUA286 L30251 U600 428E Siemens CUB233 User license for 1 IP workpoint HiPath 3C 1 Licence DUA290 L30251 U600
70. this field remains empty the contents of the field Description will be used after leaving the same Designation Brief description of the product 60 characters Comments Long text of the product Can be printed in offers and lists alternatively No limitations The fields Designation Comments according to the settings under lt Master data Settings Languages gt are available for every used language The register for the languages will not be displayed if no language is used Otherwise click on the register of the language for processing editing the respective language text The font preset under lt Master Data Settings Languages gt is used for the display on the screen as well as for the pintouts Picture Picture information of the product Revision 2013 12 Visual Project Visual Project User s manual 136 Add Delete As soon as you click into the empty field with the right mouse button you will receive the displayed menu If you click on New you can select an existing image file on your PC After the extraction the selected image is shown The image file will be saved in the subdirectory Pictures in the database directory of Visual Project The product number with its corresponding file ending will be used as a file name The image information for the product can be removed by clicking with the right mouse button on the image and by selecting Delete subsequently By doing this the file
71. will be deleted from the directory Pictures If you want to print the pictures in the offer they will be printed in their Original size Therefore you should ensure that the pictures which you insert are not too big A format of ca 250 x 200 pixel is recommended Manufacturer Manufacturer No Prod Group Prod Category Last Data Update Name of the manufacturer 12 characters The field cannot be edited when the product was imported from a supplier database Original manufacturer number of the product Cannot be edited It had been read when the product was imported Product group of the product 12 characters Can be allocated without restrictions A selection list supports the entry by display of all product groups which have already been used in products with the same manufacturer Product category of the product 12 characters Can be allocated without restrictions does not depend on the product Date of the last data comparison of the supplier During the import of product data via the Products Update Wizard or the administration this date will be taken over out of the corresponding Suppliers Database Revision 2013 12 Visual Project Users manual 137 Product line m 4 123466789 gt gt I Search name HPLASERJET 4 Base data Prices Remarks Information Manuf price 3 30 EUR VAT rate voller Steuersatz 7 Price category Sigphet 1 Booo D
72. 01 V 24 Ribbon Cable 19 25 FR1C39195 A7001 V 24 Ribbon Cable 13 48 FR1C39195 A7001 MDF cable for OfficePoint C and OfficeCom 34 10 FR1C39195 A7001 OPAL 5 50 Page 1 17 Visual Project Revision 2013 12 Visual Project EX Import Export Excel file view Export Excel file Import Excel file Visual Project User s manual 134 By pressing this button you have the possibility to export product data to Excel and to import external products from an Excel Table to Visual Project All data records visible in the selection window will be exported into Excel with all visible information The headers which will displayed in the selection mask will be exported as column headers Choose the option Export Excel file View and select the Excel version the path and the filename for the export in the on screen dialog box The product data can be exported into the Visual Project import format see below If you want to do this choose the menu option Export Excel file and select the Excel version the path and the filename for the export in the on screen dialog box An example of an Excel table for the import of products to Visual Project can be found in the data directory of Visual Project The file is called ImportProducts xls and consist of several sheets The sheet Products already contains all column headings that are required for an import of data to Visual Project You can enter line for line of all product
73. 013 12 Visual Project _ Process Visual Project P Users manual 168 For displaying large symbols For displaying small symbols For displaying a list For displaying details Shows the properties of the selected folder or the selected file Possibility for registering a selected file Several files have to be registered so that the operating system can use them correctly This refers especially to files of the type dll or ocx Normally this procedure takes place automatically during the program installation A manual intervention is sometimes necessary in case of errors only It should only be carried out by experts or with telephone instruction of our Support Possibility to deregister a selected file This function should only be carried out by experts or with telephone instruction of our Support See also registering of selected files This function makes it possible to display a list of files needed by one program It is also mainly used for telephone support Boneco twit E E OO Oo e Selection Fils Process Registy Logs Took amp g Windows NT Version 6 0 Bui 6000 County Germany Language German Modulname Version Size in Byte Path ADVAPIS20LL 6 0 6000 16366 770 048 C Wirdowes syetem32ADVAPIZ2 di ASYTFILT DLL 6 0 6000 16386 65 560 C Windows system32 aspotit di CLBCATO DLL 2001 12 6930 163 523 776 C Windows eyetem32 CLBCa0 OLL COMCTL320LL 610 6000 16306 1 64
74. 0604 0604 044 171 555 044 171 555 Raber 040 22937 1 040 22937 55 0313 555 0313 555 081 3 3555 081 3 3555 Page 1n Revision 2013 12 Visual Project Campaigns document administration Visual Project j Users manual 105 By clicking onto this button you invoke the Campaign Manager of Visual Project Campaign Manager 7 Data records are selected for the execution 7 x Responsible Keyword Pas 29 01 2003 John Smith Special Mailing 0 addresses were processed Date 29 01 2003 Responsible lohnSmith Keyword Special mating Document fo Ol iL Special Mailing with our new prices for summer 03 4 With the help of the Campaign Manager serial letters in Microsoft Word can be linked with selected customers or prospective buyers data An entry in the Campaign Manager is made for each campaign The entries contain the following information Date Date when the campaign was created or executed This field cannot be edited Responsible Person Responsible person or contact person in your company The name of the current user is preallocated A selection list supports the entry by displaying all users of the user administration Keyword Keyword for the campaign e g invitation mailing brochure etc The entry is supported by a selection list of all keywords used already Document Linkage to the serial letter Via this button the do
75. 10 famdy EU LAN Cabie CATS 4m for optPort 60041 0 4 20 60 Ready Admin NUM 11 03 Now you can edit the offer further You can change add or delete positions Positions which were taken over from the configuration assistant into the position entries can be given back to the configuration assistant when it is called again In order to do this start the configuration assistant again The configuration assistant Visual Project j Configuration is a independent program which will start its own process task on your computer When you click on the outside of the window of the configuration assistant during the configuration process which has been started from Visual Project the window of the configuration assistant may suddenly be no longer visible and placed into the Background In this case bring the configuration assistant to the foreground by using the Windows key combination or click the program symbol in the Windows taskbar back to the Foreground It is possible to remove all from the configuration assistant inserted positions via the trash icon in the toolbar for the system configuration There will be a security prompt shown before the deletion process starts Revision 2013 12 Visual Project Positions from product master data Quick entry of data Se Visual Project j the Users manual 77 Safety Check P Do vou want to delete all systems and its positions created with visual Project Configura
76. 186 Merge data base Destination data base Save in Data c E Pictures PINST My Recent I FIT MpB Documents me File name WorldT el mdb v aces Save as type Access data bases v Cancel Visual Project sets up an Access database which is used as an interface to the selected SQL Server database M Choose the file name and the saving location for the Access database and click on Save Safety Check Now you have the possibility to take over data out of an existing data source This might be useful if for instance you want to take Visual Project data out of an existing Access database into an SQL Server database M If you want to generate an empty database click on No After that the new database is shown in the client selection as a new client M If you want to take over data out of an existing database answer the question with Yes Visual Project Revision 2013 12 Visual Project Visual Project j Users manual 187 Select existing data base Look in Data v Pictures 3 vPINST My Recent FIT mpB Documents 2 visual Project mdb H Vpserver mdb BH worldTel mdb Places My Network File name Vpserver mdb x Files of type Access data bases X Cancel M Choose that file in the selection window whose data you want to take over into the new database Data import in process As soon as you have chosen the data source
77. 20 600 4154 L30220 600 4156 L30220 600 4157 L30220 600 8160 L30220 600 4161 L30220 600 4162 L30220 600 4164 LIMAAN wenn nace Interface HG3800 multimode Option Synchronisation pour Controle HiPath HG 3570 2 0 45 canaux Ir HiPath HG 3530 V2 0 60 canaux IP HiPath HG 3575 45 canaux NCUI HiPath HG 3575 90 canaux NCUI HiPath HG 3530 V2 0 120 canaux Interface IP 30 canaux HG3570 IP c Interface IP 30 canaux HG3550 IP c HiPath HG 3570 V2 0 90 canaux Ir HiPath HG 3530 1 1 30 canaux Irr Casque HSG Starset Ill Combin d coute pour Poste Op Acs Compl ment Non Yoyant pour Poste Cordon additionnel pour amplificateur Catan AC am w intavtann Lm A 1815 of 1815 data records New Ex Import 4 Price list With the help of the selection mask products can be added deleted edited exported and price lists can be printed Use the Visual Project administration or the wizard for products update for the import of supplier databases es For the selection and search of products there is in this selection window additionally a filter for the product manufacturers and a filter for the product groups available Select the desired manufacturer from the selection list Manufacturer and or from the selection list Group the desired product group Only products which have the same manufacturer and or same product group as specified in the filter are shown Special Filters Beside the special filter for the p
78. 2C Siemens MDF Open End Cables 40m Siemens L30220 1611 P893 R partiteur principal externe cable 4 Siemens MDF Open End Cables 95m Siemens L30220 611 P894 R partiteur principal externe cable 9 amp ZA11 optiset E data adapter Siemens L30220 Z600 411 Adaptateur Data pour sortie 24 Eii artiset E sinnsthiire gt Siemenr LANIN FANN AAD hiadiila Ciumat In the selection window a saved view will be recalled by a click in the corresponding name of the scheme in the selection list The data records will be newly assorted and displayed All views are user and selection mask related i e every user can define and save their own viewing schemes for every selection window Visual Project will create a Standard view automatically in case no view has been defined The same is valid if all views were deleted The standard view of course can be amended The scheme which has been chosen before last closing will be shown when opening the selection mask You can have your data records searched for according to certain information so that the view will be limited to criteria with regards to the contents For this please click on the button Filter in the selection mask Please select your filter criteria from the listed fields Product number sw Startswith fg and C or Description e Contains f faddapter f and C or Statistics e isniteempty f and C or Assembly time sw fisbetween ft and 2 0 7 and C of
79. 429C Siemens CUB234 User license for 25 IP workpoints HiPath 25 Licenc bUA300 L30251 U600 430C Siemens CUB235 User license for 50 IP workpoints HiPath 50 Licenc DUA301 L30251 U600 4301 Siemens CUB236 User license for 100 IP workpoints HiPat 100 Licen DUA302 L30251 U600 4302 Siemens CUB237 User license for 10 IP workpoints HiPath 10 Licenc DUASO3 L30251 U600 A4302 Siemens CUB243 HiPath 5000 RSM 4 0 incl administratic HiPath 50 L30252 F600 4654 L30252 F600 4654 Siemens CUM Patch cable Cable der DUA3O5 L30251 U600 4302 Siemens DUAI08 Integrated modem IMODN for Teleservii Modem int CUB243 L30250 U622 B243 Siemens DUA2B5 HiPath Xpressions Compact 2 0 for HIP HiPath xpi DUB202 L30251 U622 B202 Siemens DUA286 HiPath Xpressions Compact 2 0 for HiP HiPath xpi L30252 F600 4546 L30252 F600 4546 Siemens DUA287 HiPath Xpressions Compact 2 0 for HiP HiPath xpi L30252 F600 4576 L30252 F600 4576 Siemens DUA288 HiPath Xpressions Compact 2 0 for HIP HiPath Xp L30252 F600 4585 L30252 F600 4585 Siemens DUAZ89 HiPath Xpressions Compact 2 0 for HIP HiPath Xp L30252 F600 4591 L30252 F600 4591 Siemens DUAZS0 HiPath Xpressions Compact 2 0 for HIP HiPath xpi L30252 F600 4652 L30252 F600 4652 Siemens DUAS3O0 HiPath HG 1500 V3 0 basic package witl HiPath HG CUA3B1 L30250 U622 4361 Siemens DUA3O1 HiPath HG 1500 V3 0 basic package witl HiPath HG DUASO4 L30251 U600 4304 Siemens DUA302 Yentilator kit for HiPath 3550 Kit de ven CUB156 L30250 U622 B156 Siemens DUA303 HiPath HG 1500
80. 8 128 C Wwind xB5_microsalt windows common conrtrols_6595b641 44ecfidt_6 0 6000 16396_none_5d07289e07e1d1 00c COMCTL320CK 6 0815 608 448 C Windows COMCTL32 00 COMDLG320LL 6 0 6000 16366 454 6565 C Windows sy 2 comdgi2 dil CRAXDATSDLL 923797 6 180 929 C Program Files Common Files Cepstal Decisions 2 0 bin craxditS di CRHEAPALLOC D 3203 53 249 C Program Fies Common Files Cepstal Decisions D bin vetheapalioc di DA0350 DLL 351 16080 570 128 C Program Files Common Files Microsoft Shared DAD da0350 di DAOJGOQ OLL 3 60 9635 0 610 504 C Program Files Common Files Mictosolt Shared DAD dao360 di DNSAPT DLL 6 0 6000 16386 162 816 C Windows system3Z DNSAPI di EDT32x30 0Cx 300 21 1 287 592 C Windows JAE AIIM ocx EXPSRV DLL 60729589 390 97 C Winck FASTPROX DLL 6 0 6000 16366 614 400 C Wwind GDINIZDOLL 6 0 6000 163866 295 449 C Wind 132 dil SxS x85_miceosoll windows gdplus_6595b641 44ccfidi_1 0 6000 16386_nona_SsalacSec96a7127 g phus di GDIPLUS DLL 5 26000 16366 1 744 695 C Wink IERTUTILOLL 7 0 6000 163866 256 i y 2 iestutil di IMM32 DLL 6 0 6000 16386 115 200 C Windows system32 IMM32 DLL KERNELS2ZOLL 6 0 6000 16386 874 495 C Windows system3Z kemnel32 di LPK OLL 6 0 6000 16386 24 064 C Wincows system32 LPK DLL LYPRCINSOLL 10 5 1 2027 MFC40 0LL 4 106140 MFC420LL 6 6 8063 0 MSCTF DLL 6 0 6000 16386 MSJET40 DLL 4 0 9635 0 MSJINT40 DLL 4 09695 0 MSJTERAQ DLL 4 0 9635 0 MSJTES4O DLL 4096350 M
81. 983 e Aciobat Document 31 05 2006 amp 57 32 N p GudeEN pdt 733 82 Acrobat Document 31 05 2006 8 59 06 N GudeFA pal 705 72 obat Document 31 05 2006 00 02 N GuideRU pal 686 30 obe Acrobat Document 31 05 2006 01 08 N N N N Hp4000 smi 1 001 890 XML Datet 22 11 2007 120332 46 592 Microsoft Difice Excel 97 20 19 08 2004 155844 N 47 616 Microsoft Office Excel 97 20 03122007 103225 44 544 Microsoft Difice Excel 97 20 07 03 2006 120052 N E ImportProjectP ositionss vs 22528 Microsoft Difice Excel 97 20 19 08 2004 16 07 32 N E8 ImportSuppkerPriceCat xls 23 552 Microsoft Dilfice Excel 97 20 19 08 2004 14 3054 N Interop Clutch di 10 240 Progiammbdbothes 19 03 2007 10 0834 N b Interop CombiguratarLogioNet 45 056 Progremmbihothes 14 11 2007 13 57 01 a nteroy 65 536 Programmbb othek 01 03 2007 125824 N nterra 5120 Progiammbiothe 132022007 1207 02 N teros 208 396 Progiammbb othak 13 03 2007 1207 04 N teros 86 016 Programmbdbbothek 13 03 2007 13 07 04 N nter 10240 Programmbibothe 19 03 2007 10 06 30 N Lassalle Flow AddFlow LIC 128 UCDate 19 03 2007 38 58 N Beset 01 02 2008 0832 Under Files you see a part of the Windows Explorer It shows all directories of the directory structure of your computer including all subdirectories used by Visual Project Exactly as with the Windows Explorer you can change the images of the symbols by the toolbar in the upper part Revision 2
82. Abbreviation for the price type has to be distinctive and serves for the allocation of the price types to each separate quotation position in quoting Through this function the printout of an individual multi price quotation is possible The program will always interpret the 1 price type in the table as the purchase price and the a price type as the sales price in order to have a clear allocation when calculating the margin An abbreviation for the purchase price is not necessary as the purchase price will not be supported when printing out the quotations Please be reminded that all existing prices of the price type in all price groups in the product master data and in all existing projects will be deleted after closing the form if an already used price type is marked as unused Value added tax characteristic The function will be opened through lt Master data Setting Value added tax class gt from the Visual Project Management Center Value added tax class WAT class WAT rate Revision 2013 12 Visual Project User s manual 52 Visual Project can administer 10 different value added tax classes in total The assignment of the tax class to the products can be achieved in the product master data If for example the full tax class changed from 19 to 20 then enter 20 in the tax class field and all products with this assignment will be associated with 20 value added tax The above illustration shows the pre setting
83. AttentionOfT ext For the attention of text in letters cust prosp buyers HStreet Street company address cust prosp buyers HZip Post code company address cust prosp buyers Visual Project Revision 2013 12 Visual Project User s manual 222 Wildcard CountryCode cust prosp buyers State State cust prosp buyers Phone Telephone cust prosp buyers internet Internet address cust prosp buyers PhonePrivate Contact partner telephone cust prosp buyers private MobileTelephone Contact partner mobile phone cust prosp buyers Fax Contact partner fax cust prosp buyers Email Contact partner E mail Address cust prosp buyers Notes additional information concerning cust prosp buyers Contact partner Employees Number of staff cust prosp buyers Sales cust prosp buyers CapitalStock Stock capital cust prosp buyers CreditLimit cust prosp buyers ChOfDistribution Distribution channel e g direct cust prosp buyers Distributor cust prosp buyers ContractEnd End of contract cust prosp buyers Remember Date of resubmission cust prosp buyers Visual Project Revision 2013 12 Visual Project Users manual 223 The data always refers to the contact partner selected in the contact history Usable in the Word documenis of the projects Module External Interface Projects Competitor Projec
84. Currency Currency DiscountDesignation Discount Lo Currency Visual Project Revision 2013 12 Visual Project Users manual 226 The lines of the position table are used by Visual Project in the following way Line 1 Column headlines from offer texts The column headlines can also firmly determined in the Word document Line 2 Formatting and wildcards for free texts Line 3 Formatting and wildcards for package start positions Line 4 Formatting and wildcards for group start positions Line 5 Formatting and wildcards for postion type alternative commodity Line 6 Formatting and wildcards for normal positions Line 7 Formattin and wildcards for package positions Line 8 Formatting and wildcards for group positions Line 9 Formatting and wildcards for group group total positions Line 10 Formatting and wildcards for package end positions Line 11 Formatting and wildcards for total prices in positions Line 12 Formatting and wildcards for rebates or discounts on positions 2 Table of totals marked by text marks SumTable SumTable cy cy cy cy cy The lines of the table of totals are used by Visual Project in the following way Line 1 Formatting and wildcards for net sum of the price type Line 2 Formatting and wildcards for total rebates or discounts of the price type Line 3 Formatting and wildcards for total net sum of the price type Line 4 Formatting and wildcards for the value
85. E E Language English Proloque Epiloque Headings Text for print out Position number Pos No Qtty foty Designation Designation Description bescription SS Unit price unit price Total price Total Price Value added tax VAT Page Pae o Delivery address Delivery address Offer title Jautation Heading product list Producti SS Date Date Here you can determine individually which headings are to be printed in the offer Language English x Proloque Epiloque Headings Text for print out gosesoescsosssseseseeg Text for unit price P sale Price ss S installation d Text for discount 0 0 percent discountto P Text for rebate feductionto pas eke Text for total price fun Miete 3 Jahre Text for discount on total price 0 0 percent discountto sum P Wiete 5 Jahre Text for rebate on total price feductiontosum P SS Miete 10 Jahre Text for total net price kotaisumot Text for value added tax percert vatto Text for total gross price rosstota SS Text for the package start otter package consisting of Text for package end fena of offer package Text for group start group beginning Text for group end group sum Text for alternative position Jatternative position Text for commodity position commocity position In the upper area of the text for printout you can select an individual language for your prin
86. FR1L30252 U600 A694 HiPath HG 1500 V2 0 basic package VOICE DATA 1 0 4 174 50 25 92 5 635 50 with 2 B channels for OfficePoint C Com a HiPath 3350 3550 FR1L30252 U600 A695 HiPath HG 1500 V2 0 basic package VOICE DATA 1 0 4 950 00 25 93 6 682 50 with 2 B channels for OfficePro and HiPath 3700 3750 FR1L30252 U600 A696 HiPath HG 1500 V2 0 basic package DATA with 2 1 0 1 006 50 25 93 1 358 80 B channels forHiPath 3300 3500 FR1L30252 U600 A697 HiPath HG 1500 V2 0 basic package VOICE DATA 1 0 6 957 50 25 92 9 392 50 with 2 B channels for HiPath 3300 3500 FR1L30280 B600 B157 Headset Gigaset 2000H for handset Gigaset 2000C 1 0 376 09 26 00 508 20 and Gigaset active FRIRVC IFSP1000 1 ixiServer Siemens package 1 channel with ixiFax and 1 0 1 414 00 25 93 1 908 90 ixiPager Total 53 881 84 25 93 72 739 60 Page 1 14 Visual Project j Revision 2013 12 Visual Project User s manual 162 Project status overview By means of the statistic function Project status overview you have an overview of the turnover distribution according to different project statuses This function is useful if you entered different statuses for example offer order for your projects in the field status see also Project editing from Page 66 With the selection of the Project status overview the field Realization time frame is preset from 01 01 of the current year to the current system date After completion of the criteria for the analysis sta
87. First select with the selection list Evaluation the desired evaluation The inquiry can be limited in content by the use of filters in the following fields Employee filter Employees All are preselected Restrict the inquiry by selection of an employee from the selection list and subordinates Activate with a tick if all data of employees in the hierarchy under the selected employee is desired e g departmental evaluations Project filter Realization Restrict the selection of projects via the field Realization Only projects with a realization date between the dates from to are considered A period of 4 weeks from the current system date is preset Project volumes Restrict the selection of projects via the field Total Net Sales Price Only projects with total net retail price from to are considered A price of 0 00 to 999 999 900 00 monetary units is preset Visual Project Revision 2013 12 Visual Project Address filter Product filter Visual Project User s manual 153 Probability Status Project object Line of Business and subordinates Sales Channel With Statistic Offer potential Restrict the selection of projects via the field Contract Probability Only projects with an order probability between from to are considered A probabilty between 0 and 100 is preset All are preselected Restrict the inquiry by selection of project status from the selection list Only projects with the same
88. FirstaLastname Marc Shoemaker Telephone fost 31349 7885 Attention Mr Shoemaker fise7Turlowlane Sales channel Po us Psr Price group eer S Jaustin Value added tax Status Offer O ject HiPath 3000 oOo O Tender V public E o Order probability percent o oOo O O Order relative worth percent 100 E Statistics data Competitor Existing systems 68 Remarks A distinctive 8 digit project number This number can only be defined or changed when creating a new project Title of the offer The title becomes the heading of the offer and is printed in bold format below the recipients address It is pre set with the Offer title which can be found in Offer texts See also Offer texts on page 54 and following If the title remains blank no heading is printed Name or description of the project The project name is printed on every page of the offer above the position headings Short description of the project Serves only for internal search and structuring of the data If the field remains empty when leaving the field the contents of the name field is used automatically Date of the offer Date of realization of the project Delivery date of the system or products Operational date of the system Field for entering a resubmission date After clicking onto the button on the right side of the field you will see a window for entering the date You can enter the date and additional remarks for resubmission t
89. I 4 gt 4ih 4ih late KILA existing products new products V Product number V Product designation Prologue V Product comments Epilogue V Assembly time V Product pictures Delete missing products Price factor products without catego 100 00 p y l Create import protocol New Delete Import oes Via the button Take Over you can determine the options for taking over product data into your product master data Different take over options can be defined dependent on the supplier These settings will be saved If you defined several price groups under Price groups in the menu lt Master Data Settings gt different take over options can be defined per price group and supplier Pricecategory Description Price fac be 33x035X0 HiPath 33x0 35x0 _ concecRm Contact CenteriCRM 100 0 coroLEss HiPath Cordless DECT 100 0 C heaoso Heansoo toom heao HiPath 1000 100 0 heao hPa tooo HPass00 HiPath 3800 100 01 Cheas HPne ooo HiPath OpenOffice 100 01 _ uPaoo0a 100 0 apeooor 100 0 TJapsoo0sw HiPath 4000 sv 100 0 MGTAPPLI Management Applicati 100 01 nosov 100 0 JorscucsF OpenScape Communi 100 0 Jorscucsw _ OpenScape Communi 100 0 Jorscuctw Openseape Communic 100 0 Jeon Optoint 100 0 T PONTACC Accessories OptiPoint 100 0 POINTTDM OntiPoint TOM 100 017 4 a Price fact
90. Italian Spanish 7 JE Days Reading authorization on customer data for all users Iv Document management Default document path Enter automatically as contact with the Word export of projects C Program files Wisual ProjectiDocuments ee lt I Settings for the database and the document management Sorting order Select your language area in the selection list With the selection the national peculiarities will be considered in the alphabetic sorting order of Revision 2013 12 Visual Project Document administration Visual Project User s manual 48 your data in the selection window The change of the sorting order will only be effective after the next database reorganisation Automatic repair of Please enter the period in days here on which all databases an automatic database reorganisation will be carried out with the program start See also the paragraph Database reorganization In the network version a 0 should be entered here as the database reorganisation requires exclusive access to all data The entry 0 will switch off the function Authorization for all If you deactivate this entry every user can only users to read see one s own customers or in case there is a customer data team authorization the user can only see the customers of the team You can find more about user rights in the paragragh User administration on page 124 of this manual In case you own the
91. ON Smath Password Asady Asm uM 678 You will be asked to enter your user name and the password The user who was logged in last at the selected database will be automatically suggested for Login Change or supplement your entry and confirm with OK The management center can only be reached if both entries are correct The entry of the password will be concealed i e a appears for each entered letter In the single user version of Visual Project only the password without the user name will be asked for Ending the program Please proceed as follows if you want to end Visual Project M Click with the mouse on the menu lt End gt in the menu list and then on the function lt End program gt Press alt E P M Double click on the System menu N M Click on the System menu in the upper left corner of the screen and select Close Vl Press F4 Revision 2013 12 Visual Project User s manual 22 Operation of the program Visual Project Visual Project is an application designed especially for Windows You should be familiar with the general operation of Windows before starting your work with this program If this is not the case please read the corresponding chapters regarding the operation in your Windows user manual You will quickly find your way within Visual Project if you are familiar with the operation and the structure of Windows The Visual Project
92. Prei o Po Close Price groups defined In Visual Project you have the possibility to create a maximum of 10 by the user Price types Price types are used for calculation and price up dating of your products see also the paragraph Price groups You will find the important price types shown above after the installation of Visual Projec You will meet the price types at different places in the program in the product master data when updating product prices you can print price type specific price lists in the administrator the automatic price up date is supported by factors of each price type in the quotation calculation each position can be given a separate price for each price type Define your individual settings under Price types In use The use of the first four price types is firmly defined in the program For all other price types you determine whether you really want to use the price type by ticking the box In use in front of the designation Visual Project Revision 2013 12 Visual Project Purchase Sales Visual Project User s manual 51 Default Ticking a box in the column default pre sets the price type in use for new projects Description The Description of the price types can be determined by you The description of the price type serves only the purpose to name the price inside the program The texts for the printouts have to be created in the menu item Offer texts Abbreviation The 3 digit
93. Project data base answer the question with Yes Select existing data base Look in B Data v Pictures bad 3 vPINST My Recent 2 FIT MDB Documents 2 visual Project mdb Ah pserver mdb _ Hi WorldTel mdb Desktop Places 5 My Network File name worldTel mdb hi Files of type Access data bases 7 Cancel M In the displayed selection window choose that file whose data you want to take over into the new Access database Please note that even when taking over data from an SQL Server database an Access database has to be selected as a file source In this case the Access database is used as an interface and contains Revision 2013 12 Visual Project Users manual 182 linked tables which refer to the SQL database Data import in process After having selected the file source Visual Project starts copying During the copying process the progress is shown Client Selection Please select the directory for update programs Update directory C Program FilesVisual ProjecttDATAWPINST i asss OOOO C Program Files isual ProjectDATAWpserver mdb ew chert C Program Fiestvisual Project DATAWWisual Projectmds V Show this dialog on every start New Delete Reorganization Info cancer Take over As soon as the copying process is finished the new database is shown in the client selection as a new client The designation for the new client is preset with N
94. Reminder Information Outlook user Date 09 02 2005 00 00 00 Forward Subject Comments Cancel As soon as you pass the resubmission on to another user the display of the resubmission changes Now it is displayed to which user the task was passed on instead of the current user name The resubmission entry cannot be edited by you in Visual Project any longer Via the button Go to you get directly to Microsoft Outlook Visual Project Revision 2013 12 Visual Project Branching to projects Visual Project j Users manual 121 In case the customer address in Visual Project contains a main contact person a linkage to the Outlook contact of the main contact person will be deposited in the Outlook task If there is no contact for the main contact person in Outlook it will be created automatically F see contract data for customer ACCOR HOTELS Task i File Edit view Insert Format Tools Actions Help i Rie visual Project E H Save and Close 4 3 4 ij 4 Recurrence X Task Details Due today Subject see contract data For customer ACCOR HOTELS Due date Wed 2 9 2005 Lx status Not Started Start date None Priority Normal Complete 0 HH 7 Reminder M ha Owner Unknown Automatic reminder entry for Accor hotels Philippe Gerbal m Categories Private Further information concerning Outlo
95. S 6ELZ 99 LS 6eZ 2 99 LHS GEL Z o a nies i sooz zo eo goo7 so zt 99 LPS 6EL Z 99 LPS 6ez z OOL 99 pS 6ez Z BUOY 4O8ZeID OSZE UWedIH L L000000 S002 S0 60 lt 3 Ot YS6 LZZ L Z6 ZSS68L L Z6 ZS9 68Z L 000E UedIH tOOZ ZL ZO go0z so so 80 t6g 02 0926648 00L 09 Z66 28 i e dsoH enueg 0008 Rd IH 0 000000 O00r UEdIH bOO7 Zk ZO S00Z SO VO O E0z 60E OE EOZ 60E 001 O 02 60E __feyoyoun3 OSEE YedIH 60000000 000E WEdIH POOL L 92 g00z F0 6z ZS 98Z 68E4 zS 982 68e l 00L zS 98c 68e l unsny JOH o 000 Ued H 80000000 000E UEdiIH s POOL L 9z sooz ro sz 09 020 05 020 E foley 0S 020 E Dy Heulsy UOISUd X9 0008 UEdIH 40000000 sooz so so sooz eo st a 90 SZ1 069 g0 sre sze g0 Sre sZe BO ee E QOOE WedIH 00201 Fk gooz e0 0l 9L 8LS ZS LF ESE 8S 001 LS ese ss jeydsoy eUueD BOO IEYdSOH 000E Ud H 90000000 000p UedIH 00701 LO go0z z0 St 2e 960 209 Or 0Z8 8SZ 001 0r 028 8S2 o 16404 eunovew o 000p Ued H S0000000 000 UEdIH p00z 60 90 gooz Zzotk 6909S0 ZV LEE LS 004 LZELZL EO s ajoy 1000 0008 WedIH 40000000 S00Z 0 b L S00Z Z0 t lL Y uonezieay enuazod 1340 Ayiqeqoenjen aaejey ey SuINjoA 4awojsng yoloidg aq SooZ ZOYE IY JoUUBYD Sales 00L 0 0 Woy AUIGeGOid S BUIPJOgNS pue ueYyouesg lly SSOUISNG JO u yna 00 666 666 666 0 YNI 00 0 wow SOWINJOA Jaloig liv algo yeloig liv isnqeis sojeulpiogns pue Iy s v ojdw4 jenuajod Sav 2013 12 ision Rev
96. SAD2x40 DLL 4 0 9635 0 MSVBVMSODLL 514319 MSYCR980 DLL 8 0 14909 762 MSVORT OLL 7 0 6000 16386 MSVCRT40 DLL 6 0 6000 16386 SVE MSWSTRIODLL 4 0 9635 0 622 592 C Windows system32 mswetr1 0 di K emaz mspess0 di td2x40 di Beret I 0 02206 0835 A In this section of the Service Center a list of all files currently in use by Visual Project is displayed In case Visual Project is not active the message Process vp exe not found is displayed in the toolbar Two symbols are shown in the toolbar under L Process Revision 2013 12 Visual Project a L Registry Visual Project j Users manual 169 By clicking on this symbol you can print a list of the displayed files on your standard printer If necessary this document can be faxed to our Support You find the fax number on the printed list Via this symbol you can see the properties of a selected file JB Service Center Visual Project Selection Fies Process Regsty Logs Took fy Veeual Proyect global Name amp y 30 3 Standard CI Administration JE Jet 34 35 BG Engines lt Excel amp Jet 35 Sy Test E System fey Visual Project user E Administration Gy Clients ey ct amp fimAdministraton SJ limMandants EI tmSexchAckessen EI lmSeactFitress amp fmSemchProdukte gt limSeachProekte E Solutiors E mise E Ook gSA E System 01 02 2008 0837 Under L3 Regi
97. Visual Project User Manual Contents Introduction es Conventions and Symbols Installation 2 5 System Requirements 5 Installing Visual Project 5 Start of installation 5 Remarks regarding installation on Vista Windows 7 and Windows Server 2008 6 Installation Setup 9 Program and Data Updates 13 Deinstallation of Visual Project 14 Remarks regarding Copy Protection 14 Program Design Applications 16 Program Modules 16 Applications 17 Program starting ending 19 Start Visual Project 19 After starting the program 19 Ending the program 21 Operation of the program 22 The Visual Project Management Center 22 The Status line 24 Operation with selection windows 25 Page view and print 33 Master data 36 Countries 36 Federal states 38 Z IP code book 39 Salutations 40 Lines of Business 41 Text modules 42 Company data 44 Price groups 49 Price types 50 Value added tax characteristic 51 Language 53 Offer texts 54 Edit 58 Projects 58 Project editing 66 Prospective Buyers Customers 101 Products 131 Administration 139 Import Supplier Data bases 139 Reminder 148 Outlook Tasks 150 Analysis 152 Offer potential 153 Product group division 155 ABC Potential 157 Product evaluation 160 Project status overview 162 Caller List 165 Extras 166 Leasing offer 166 Service Center 166 Solutions 170 Consulting 170 Options 172 User administration 172 User rights 175 Change Password 177 Changing Client 178 Linking Microsoft A
98. You can execute the backup program in menu lt Options Data base backup gt With this minimum protection from the files containing errors is guaranteed It however does not replace a complete backup on a separate medium This function can only be executed in the network version if you have exclusive access to all data i e if no other users are working with Visual Project or logged in Database Backup With menu lt QOptions Data base backup gt the database can be recreated to the time of the last data reorganisation see also page 192 Before the backup you will be asked if you really want to execute the backup Note that all input changed up to this time will be irretrievably lost Revision 2013 12 Visual Project Users manual 194 Safety Check E x d would you like the data base From 12jejz200z backed up Attention All data changed up to this time will be irretrievably lost This function can only be executed in the network version if you have Y exclusive access to all data i e if no other users are working with Visual Project or logged in Master Slave Mode In some situations it can be necessary that you need a local copy of your data for example if you want to work on a project on your notebook at the customer s premises The switching over into the Slave Mode is one possibility to do this If you switch into the Slave Mode a copy of the central database is created It contains all d
99. a continuous maintenance of addresses is ensured e g maintenance by a secretary The user related writing right for the addresses refers only to the registers with costumer related data These are for example customer contacts special contact partners remarks and the customer master data Contrary to these restrictions projects and addresses can also be forwarded to any chosen user also see section Projects or Prospective Buyers Customers It can happen during forwarding of customer prospective buyer data that you get a rejection This happens if the displayed data set belongs to a user who is above the registered user in the hierarchy or if the registered user has got no team rights for processing these data sets or if the owner of this data set is in slave mode See paragraph Prospective Buyers Customers The program rights for every user can be entered with the button Rights A user can only change the rights of the users for which he has access in accordance with the above explanation He cannot change his own rights In addition he can change only those rights which he owns The following program rights are defined Revision 2013 12 Visual Project Visual Project User s manual 176 User nights Company data constants User administration Change external No Customer Project Orders Analysis Statistics Text modules administration Edit selection boxes Company data constants User administra
100. a Visual Project Setup Visual Project Visual Project Setup Setup Complete Setup has finished installing Visual Project on your computer Click Finish to complete Setup M There will be a message stating the success of the installation It has to be confirmed with Finish The installation is now finished Visual Project Revision 2013 12 Visual Project Se Automatic updates Visual Project User s manual 13 Some systems might require to re start the computer in order to finish the installation completely A corresponding message will be displayed Program and Data Updates In case you received a new program version or in case you want to install the program again because you deleted some files please start the installation assistant as usual Proceed in the same way as for a new installation Please do not be afraid that your database will be deleted The installation program recognizes that Visual Project is already installed and copies only the missing files or files which are not up to date Our latest program versions will be provided to you on our homepage http www visualproject de as a full version in the form of a self extracting file Downloading of a current full version is recommended for a new installation of Visual Project Full versions always contain all components of the latest program and in addition all required foreign libraries for example Crystal Report libraries The upda
101. ad and without the customer s address Revision 2013 12 Visual Project User s manual 87 By clicking onto the button Save as Default you have the possibility to define the set printing options as standard for new projects The default settings for the printing options are user defined which means that every user can define and save ones own default settings After having chosen the printing options click on OK in order to start the printout or on Cancel in order to close the form The printing options which are defined in the project will be saved with the project On the following pages you can see an example Visual Project Revision 2013 12 Visual Project User s manual 88 World Tel 35857 Huntsville 5307 Victoria Avenue World Tel Hotel Austin Pbxen and more 5307 Victoria Avenue Attention Mr Johnson 2456 Ferguson Lane US 35857 Huntsville www global woridtel com US 78770 Austin Manfred Peters 0984568 784555 0984568 784567 Manfred Peters world tel com Quotation 00000012 Datum 20 02 2003 Hotel Austin Dear Mr Sander thanks for the nice call from the 29th april place this offer for an Siemens HiPath system as discussed Pos No Qtty Designation Description EUR Unit price Total Price EUR 1 0 HiPath 3750 V3 0 Basic Equipment 0 AL 0 UPO E 0 a b incl with system documentation on CD without power cord for operating of a max of 384 standard telephones incl
102. after the program start of Visual Project if updates are available Revision 2013 12 Visual Project Users manual 203 Kee Program Update Wizard A I Download program update 5 204 KB not started I Update program not started I Restart program not started Run Updates Update details Run wizard Next gt Cancel Help every day every 7 days every 14 days every 28 days In the Program Update Wizard you can determine in which frequency the internet shall be searched for new program updates After every program start it is checked first if update files are available in the installation directory which you selected in the client administration Further information concerning clients can be found in the section Changing Client from page 178 Depending on the frequency chosen it will be checked afterwards whether new program updates for Visual Project are available in the internet The search in the internet for new updates takes place once a day at Ce the most If current update files are found the Program Update Wizard will be opened Visual Project Revision 2013 12 Visual Project Users manual 204 Kee Program Update Wizard A 1 Download program update 5 204 KB not started I Update program not started I Restart program not started Run Updates Update details Run wizard feveydy y Next gt Cancel Help Via the button Update details you get further information concerning
103. al channel users Up to 124 analog and amp digital subscribers or Up to 80 digital and 4 analog subscribers Up to 60 exchange network connections analog lines digital channels 1 digital S2 E1 exchange trunk Up to 192 IP workpoints Plus up to 7 cordless base stations for up to 32 cordless handsets direct connection via specific UPO E ports for base stations or 16 base stations for a maximum total of 64 cordless handsets with SLC16N line card 6 dependent price columns The naming of the price columns is done in accordance with the description of the price type set by you In the first column the Base price of the product for the price type is shown The basic price is not changeable and shows the price of the product in the product master data at the time of the transfer into the offer The second column contains the actual Price It shows the single price of the product in the offer and can be changed as desired With a new position the pre definition is the basic price i e the price from the product master data The next 3 columns are for rebates If you have a rebate in percent in the column Rebate or a rebate as an amount of the unit price in the column Discount then an R or a N will be set as a characteristics in the column Discount type In the last column the Total price of the position calculated from the quantity price and the rebate is shown Revision 2013 12 Visual Project Margin
104. anced Cable 2 L30220 Y604P766 AYP78B6 Number of Cormectors required for OpenEnd 120 Ohm Balanced Cable 2 2 L30220 7600A252 AYA252 Digtal user connections SLM024 2 2 L30220 YENN B262 AYB252 Digtal user connections SLM024 161 161 L30220 YE224541 AYA541 HiPath ComScendo for HP ath 4000 V30 2 2 L30220 YEDMM PTS4 AYP License Caloulation Method 1 1 L30220 Y604 P601 AYP60 Siemens MDF 7 7 L30220 YED4 P745 AYP745 Type of Patch Panel or MOF 108 108 L30220 Y600441 AYMI MDE Cablieg for Siemene MDF fup to 10m 1 1 L302207611 P890 AYP890 Siemens MDF Cable Units 10 10 L30220 Y604P743 AYP 743 Length of 24 par CABLU Sm 10m for MDF 1 L30250F600 A582 CUA5S2 Key Label Sheets for optiPoint perforated 1 L30220 YE00AIS7T AYAIST ACWinV5 0 AC WIN5 MQ 3 1 L30220 YE00ATES AYATES Connection package lor Enhanced AC Win Alterdant Console GERM 1 L30220 Y600A188 AYAIBG BLF Win V3 0 Server Software 1 L30220 YE00A1839 AYAIBS BLF Win V3 0 Chant License 1 L30280 G600A270 BGA270 HiPath DS win V3 0 Singe License 1 L30280 G604 P77 BGP77 Do you wish to change or cancel user training feature quantities 25 L30280 F 600 0710 CUATIO optiPoint 500 erty arctic 3 L30250 F600 4592 CUASI Connecting cord Em MWE MW 6 v Lake over Close IETT P DA cn eo cs mo The positions will be automatically inserted into the quotation With the transfer the product numbers and quantities of the products will be accepted into Visual Project During the transfer Visual Projec
105. arted M Finish all running applications on the system Start of installation M Place the installation CD into the corresponding drive of the computer M Choose the function lt run gt in the Windows start menu M Type d disk1 setup and click OK Revision 2013 12 Visual Project Visual Project j Users manual Internet resource and Windows will open it For you Open De idisk1 Setup exe 3 Type the name of a program Folder document or Cancel Browse Choose Setup Language Select the language for this installation from the choices below Cancel After the language selection the program will start the installation assistant which will help you to go through the installation The installation program of Visual Project will start automatically after placing the installation CD into the CD ROM drive provided that your PC supports the autorun function of the CD Remarks regarding installation on Vista Windows 7 and Windows Server 2008 Due to the UAC User Access Control in Windows Vista resp Windows 7 install actions that require administrative privileges can be blocked Since our product installs require administrative permissions there can be problems if the UAC is not turned off Before installing Visual Project controls you must disable the UAC and then run the installer normally After you install the controls you can enable UAC again If you do not know how to d
106. as both a single user or network solution Depending on your special case Visual Project provides you with a suitable solution for your company In case of a single user solution program and data are in general on the local hard disk If the need arises you can store the Visual Project database in a released directory on another PC or server Further information concerning the linking of the Visual Project database can be found in the chapter Changing Client from page 178 If you use a single user solution of Visual Project oe you can exchange project data with other Visual Project users You find further information in the chapter Projects from page 58 The copy protection for the single user version is located on the PC where Visual Project is installed Please read also the chapter Remarks regarding Copy Protection from page 14 If you use Visual Project as a network solution and realise the data access via LAN the Visual Project database is either on a released drive in the net Microsoft Access database or on an SQL Server in the net Microsoft SQL Server database Only the Visual Project program files are on the Client PC In the user administration users can be entered or deleted as well as user rights can be defined The project data exchange with other Visual Project users is also possible Similar to the single user version a local copy protection is necessary Revision 2013 12 Visual Pr
107. ata of your central database and additionally a reference to the database from which it was created as well as a reference to the user who created it All changes which you carry out in the Slave Mode will be copied back into the central database when switching later into the so called Master Mode Slave Mode In order to work in the Slave Mode please do the following Choose lt Slave Mode gt in the menu lt Options gt Slave Mode g Take over templates Cancel In the following menu you can choose to take over product pictures and or templates for Word Export in the slave mode M Choose the corresponding options and click on OK The data is now copied from the central database This procedure may last a few seconds depending on the amount of data Visual Project Revision 2013 12 Visual Project Visual Project j Users manual 195 m ooo Meyer i i Password ee o ooo As soon as the copying procedure is finished a registering window is displayed Your user name has been preset already and cannot be changed M Insert your password if necessary and confirm with OK M After the registration you get back into the administration center of Visual Project Change Client Language Settings CTI settings Outlook settings Data base reorganizing Data base backup Refresh product line 25 05 2005 10 52 00 Master Mode 25 05 2005 10 52 00 If you call the menu lt Options gt in the
108. ated by in the selection window or through the menu lt Extras Project info gt of the project editing If you want other users to be able to fully work on your project click on the button Forward Project Under Forward Project you can insert the following Revision 2013 12 Visual Project Project lists Visual Project User s manual 59 to users John Johnson W Create task Subject Forward project no 2O0030002 trom user Administrator Automatic reminder for project HiPath 3000 Hospital Office Remark Cancel to user List for selecting the user who is to become the new owner of the project Create task Is ticked if a corresponding resubmission or Outlook task is to be set up for the new user Subject Subject line for the resubmission or Outlook task Remark Remark for the resubmission or Outlook task After confirming with OK the project is assigned to the new user This procedure will be useful if an employee leaves the company or a re structuring within the company results in re assignment of projects The case of an employee being replaced due to holidays is a classic example Please note that the entry of team rights in the user administration can also effect the access With the button Project list a project list can be printed The project list corresponds to the filters and sorting in the page view Revision 2013 12 Visual Project Project list User
109. brary VPOutlAddin dll VP Directory libary for Outlook Addin OutlLink dll VP Directory library for Outlook control dataview ocx VP Directory Data view control tool StandardValues xml VP Directory Standard values for database creation ImportProducts xls VP Directory Example file for the import of products from an Excel table ImportAddresses xls VP Directory Example file for the import of addresses from an Excel table ImportProjectPositions xls VP Directory Example file for the import of project positions from an Excel table ImportSupplierPriceCat xls VP Directory Example file for the import of price categories for the product data import from an Excel table VPDE pdf VPEN pdf VP Directory Visual Project manual in German English language Guide pdf VP Directory Short guide for Visual Project in different languages two digit language characteristic VPUpdateService exe VP Directory Program file for the automatic update service for Visual Project NetViewer exe VP Directory NetViewer program file for online support Program files fort he configuration assistant always on the workstation VPConf exe VP Directory Visual Project Configuration configuration assistant Visual Project Revision 2013 12 Visual Project Users manual 219 VPCde pdf VPCen pdf VP Directory User manual for the configuration assistant in German English language Service Center for Visual Project always on the wor
110. ccess Databases 180 Linking a Microsoft SQL Server Database 183 Language Settings 189 CTl Settings 190 Outlook Settings 192 Database reorganization 192 Database Backup 193 Master Slave Mode 194 Help 200 Manual 200 User support 200 Program info 200 Online Support 201 Wizard for program updates 202 Products update wizard 205 Send Service Protocol 209 Licensing 209 Interfaces to other programs 212 MS Outlook 212 Open Architecture 216 Microsoft SQL Server Data base 216 Access protection 216 MS Access 216 Customization 217 Visual Project Introduction Visual Project User s manual 1 Congratulations With Visual Project you have purchased an efficient and open sales tool which is especially made for the demands of telecommunication companies With Visual Project you own an efficient tool which enables you to carry out an optimal computer supported acquisition project management quoting sales control and analysis You have the possibility to file all relevant data regarding prospective buyers and customers These are for example address data branch assignments contact persons telephone calls visits stocks contract data and many more In the product master data you can enter and change all product information of any suppliers You can create up to 10 price types in up to 10 price groups for every product By means of the wizard for products update you can insert quickly and efficiently the latest cur
111. ceed as shown above Revision 2013 12 Visual Project Z Reminder S Go to Go to Visual Project j Users manual 148 Reminder The function can be activated through the Visual Project Management Center lt Edit Reminder gt or invoked by the fast start button Reminder The internal resubmission is available to you if you selected the option internal under Outlook Settings Read also the chapters Outlook on page 192 and Outlook Tasks from page 150 Reminder information 3 3 2003 8 30 00 AM Date 3 6 2003 1 15 00 PM 3 6 2003 1 15 00 PM Description D etails see contract data for prospective customer RABER amp CO Automatic reminder entry for Raber amp Co Consutting Ei all Link to Customers Projects oo000001 E With the resubmission it is possible to optimize the management of important appointments In the right part of the window all entries of the resubmission are shown in chronological order By clicking on the entry all data will be displayed on the right Date Resubmission date Description Short description Text Detailed Text Customers Enter the customer number for making a reference to a specific customer prospective buyer The customer master data can be invoked by a button Projects Enter the project number for making a reference to a specific project The project master data can be invoked by a button All By activating this
112. clicking on Campaigns you start the Campaign Manager M Set up a new campaign by clicking on New Campaign Manager 7 Data records are selected for the execution In the upper part of the window the number of the selected data records for the campaign will be shown MI Enter now the responsible person the keyword and remarks and choose the document for the campaign Visual Project Revision 2013 12 Visual Project Visual Project j Users manual 107 Campaign Manager 7 Data records are selected for the execution me x Date si 1 29 2003 John Smith Special Mailing 0 addresses were processed Date Select file 2 x Look in a Letters a FA File name Maiing doc gt Files of type Wordfiles doc 7 __ Cancel I Open as read only M In order to execute the campaign click on Execute When executing the campaign the date of the campaign will be updated automatically and all entry fields will be locked The serial letter will be opened gt 2 sert Word Field jee Insert Address Fields Database Fields oo gt Match Fields Cancel When executing the campaign the data of the prospective buyers customers administration will be exported into an Excel table Revision 2013 12 Visual Project Visual Project j Users manual 108 and linked to the document as a data source Afterwards they are at your disposal as serial letter fields
113. control you find the Event Logs of the application VPUpdateService Revision 2013 12
114. cordless a max of 500 IP Workpoints a max of 4 SLC modules with a max of 64 base stations and 250 cordless subscriber in application with CMI and or digital networking incl UPSM without feet elements Expansion box includes Expansion kit and cabling basic box expansion box and one ferrite for each cable for use in third party MDFs or over greater distances to the Siemens MDF for the connection of analog telephones facsimile devices answering machines amplifiers for entrance telephones announcement units voice mail for connection of optiset E phones and Hicom telephone solutions for inter PABX traffic or Announcement before Answering sale price installation price service Visual Project 15 816 11 2 238 32 158 00 15 816 11 2 238 32 158 00 Page 1 4 Revision 2013 12 Visual Project Hotel Austin Pos No Qtty 021 10 15 0 022 10 15 0 Visual Project User s manual Designation Description optiPoint telephones optiPoint 500 entry arctic 8 function keys with LEDs Open listening 2 adjustment keys Wall mounting possible No adapter slots 3939 9999 3339 C sale price installation price service Alternative position optiPoint 500 basic arctic Display with 2x24 characters adjustable contrast Open listening USB 1 1 client port 1adapter slot Interface for up to 2 add on devices optiPoint key module optiPo
115. corresponding provider Prerequisite for the work with the CTI module is that a provider offered by your telephone service has to be installed on your PC Location Please choose your location local network Via the button Settings you get into the location dialogue of Windows and can make the necessary settings Length for internal Here you can determine the length of the phone numbers phone numbers used internally This function enables a differentiation between internal and Revision 2013 12 Visual Project Visual Project j Users manual 191 external calls Monitoring incoming If you choose this option all incoming calls calls with phone number recoginition will be entered into the caller list Please read also the Chapter Caller List on page 165 Generate contact for In case you wish to create automatically a accepted calls contact entry in the customer administration when receiving the call of a customer or prospective buyer then choose this function The creation of contact entries is only possible if a customer can be identified in the customer administration by its telephone number The incoming calls are compared to the entries telephone telephone1 telephone private and mobile phone under base data and under the contact partner in the customer administration Generate contact for You should activate this function if a contact outgoing calls entry for outgoing calls is also automatically to be made in the cust
116. create a new template In Appendix C of this user manual you can find a detailled description of the elements which can be used in this template The Appendix B contains a list of wildcards which can also be used in the template In order to transfer an offer into a Word document choose the menu option lt Project Microsoft Word gt or use the Word symbol in the toolbar Analogue to printing the offer or to the print preview the dialogue box for choosing the printing options appears Choose the corresponding options for the printout of the offer and confirm with The application Microsoft Word will be opened and the dialogue for creating the new Word document will be shown General Legal Pleadings Letters amp Faxes Mail Merge Memos Other Documents Publications Reports m e w M Preview Blank XML Document Web Page E mail Document Message J3 3 3 g Faxi Fax2 Letter1 Letter2 Preview not available z zg Offer Offer World Order Tel Create New Document Template Templates on Office Online Cancel Click now on the template on whose basis the Word document is to be created and confirm with OK Printing to MS Word During the transfer of the offer data to MS Word the progression will be shown As soon as all data are transferred to Word the application switches into Microsoft Word Here you can see your finished Word document where you can make supplementary changes e g manual pagina
117. ct object e g HiPath 3000 spare parts computer etc A selection list supports the entry by display of all previously used project objects in projects Ticked if a tender is the basis of the offer Ticked if the tender is public Indicates in percent the probability that the offer becomes an order Preset is 100 Relative worth of the Indicates the percentage share of the offer order which in your opinion will be the actual order volume in case the quotation will be accepted The presetting is 100 For example In case you have submitted a quotation with positions which have a high probability of not becoming an order enter a value less than 100 Revision 2013 12 Visual Project Competitor Existing systems C Positions Visual Project Statistics data Competitor Existing systems Manufacturer Manufacturer of the telephone system of the User s manual 71 Competitor 1 hestira one m Competitor 2 PeT Competitor 3 Competitor 4 Competitor 5 Existing systems Statistics data Competitors 1 till5 Unlimited entry of a competitor A selection list supports the entry by display of all competitors of former projects Manufacturer Alcatel System lottice T Supplier alcatel Hotes m jia prospective buyers customer A selection list supports the entry by display of all manufacturers of former projects System Kind of the telephone system of the prospectiv
118. cument for the serial letter can be chosen my If the campaign has already been linked to a serial letter the symbol for Microsoft Word will be shown i Via this button you get a hint about the storage position of the serial letter The button is not activated if there has not been a link yet Revision 2013 12 Visual Project Users manual 106 a The link to the serial letter can be removed by clicking this button The document will not be deleted from the hard disk The button is not activated if there has not been any link yet or if the campaign has already been executed Remarks Free text for detailed remarks In order to create a new campaign do the following MI Choose in the window Search Prospective buyers Customers the addresses for your campaign Either select the corresponding data or choose them by a filter or via an existing viewing scheme See also the paragraph Operation with selection windows from page 25 ox user All users Searching 2l Standard Ansicht E Filter Delete 7 Adress Address Addressro Set eoulz Jey Active Communicate 15th Avenue US 97101 Bend Central Hospital 1867 Turlow Lane US 78770 Austin CrazeoPhone 00000006 4444 East Pender St Vancouver MiniCar Floor 15 oooo00007 12 Gilbert St London Rab O Consulting Am Pier 5 DE 20251 Hamburg Suc Ge 707 Business street US 48104 Ann Arbor 7 data records Lest Address card Address list _Campaigns M By
119. d Countries Searching corey courtry no country attr courtry code Language Owvency bec UR _ fxch Rate Cea A 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 Distinctive country With the delivery of the program you will receive data of most number code Visual Project European countries You can however add new countries or delete some countries When creating a country the software will suggest the next free country number code Please find out the correct country number code and insert it in this field The country number code uniquely identifies a country and cannot be allocated twice When deleting a country please keep in mind that a country cannot be deleted if addresses refer to this country With the deletion of a country all country specific data to this country like salutations ZIP code book and federal states will be deleted as well Country Name of the country Country number The country number code is defined internationally and has to be distinctive With a new entry the next free number will be allocated and it remains changeable The field Revision 2013 12 Visual Project Visual Project User s manual Country abbreviation Country code Language Currency Dec Own Currency Exchange rate 37 cannot be empty The country abbreviation can be entered without restriction with a maximum of 3 characters It is used for the complete postal address P
120. d of the symbol for the application By clicking on this button you have the possibility to choose a file for linking again By clicking on this button you get detailed information about the storage position of the file isual Project t X Ci The link refers to the File C program Files products xls on computer SUPPORT 1 il You can remove the linkage to the document if you click on this button As soon as you have confirmed the following safety question with OK the linkage will be deleted from the contact entry Visual Project Revision 2013 12 Visual Project User s manual 126 Safety Check If you want to create a new Word document in the contact entry then choose New Word Document instead of Select Document Now you can create your Word document via a template previously created by you in Word General Legal Pleadings Letters amp Faxes Mail Merge Memos Other Documents Publications Reports a 2 a a Preview Blank XML Document Web Page E mail Document Message d d Wj d Faxi Fax2 Letter 1 Letter2 Preview not available J g Offer Offer World Tel Create New Document Template Templates on Office Online After having selected the template for creating the Word document you will be asked for the storage position for the document wt After that a linkage to the new Word document will be made in the contact history Via the button f
121. ddresses will remain empty Revision 2013 12 Visual Project Add Delete Visual Project User s manual 41 Lines of Business Through the menu item lt Master data Lines of Business gt you have the possibility to display individual lines of business in a hierarchial structure A line of business can be allocated to every customer in the Prospective buyers and customers data so that an lines of business related analysis can be carried out later In the analysis module evaluations can be made for all lines of business of a hierarchy e g all hotels as well as for separate lines of business inii S E Hotels generally E Pensions E Hotels to 100 beds E Hotels to 500 beds E Hospitals S E Banks E Compass Bank E Bankers Trust E Central Bank EB Authorities E Restaurants Designation fan Industries The lines of business administration is organized like the user administration Click on an entry to change the text in the field Designation or with Add a new entry can be created underneath the highlighted line of business The field Description has to be completed in any case The same entry cannot be made twice A yellow symbol in front of an line of business indicates that there are sub lines of business underneath it With a double click on this symbol the sub lines of business can be displayed or suppressed To delete an line of business click on the same in order to highlight it
122. de book and salutations of the allocated country are presented when opening Federal State Assigns the address to a federal state It is also possible to manually enter the details The acceptance of data out of the Federal states is supported by a selection list Visual Project Revision 2013 12 Visual Project Users manual 113 Communication Telephone Central phone number of the address The phone number must be entered with the area code but without the country code The number always must start with a 0 may contain the hyphen or slash and the blank characters as separators for formatting The first separator is evaluated for the separation of the area code yl If you own the CTI module of Visual Project you can choose the telephone number directly selection assistant by clicking on the button beside the telephone numbers When exiting the field Telephone an automatic Update of the Eg country specific ZIP code book is executed The fields ZIP code City and the area code of the field Telephone are entered into the ZIP code book of the country in case of a new entry At the next address eniry it will be available for automatic or manual search Remember that the entry is carried out in the ZIP code book of the country entered in the address Internet Internet address of the customer or prospective buyer E If the field Internet contains a valid entry your internet browser will be opened with th
123. demark Licensee License number 514064F4 3640 48B6 A011 2C119F5B913A Licensed for WORLD TEL Attention This product is protected by copyright and international laws Unauthorised reproduction or distribution of this program or a part can lead to severe civilian and criminal prosecution and will be prosecuted to the maximum legal limit In the upper area of the window the Program name the Version and the Revision are shown It can occur that programs have the same version number but have different revision numbers This is for example the case when no significant functionality modifications have been made to the program The Databank Version shows the version of the fundamental database in the program The main number should always be identical to the main number of the program version Underneath is the information about when an Update was performed previously Furthermore you can read your Licence number and your Licence entry in this window Please keep this information close at hand when making support enquiries Online Support Under certain circumstances it can be useful to analyze and process cases of support directly on the system concerned In such a case the Remote Tool Netviewer can be started via the menu option lt Help Online Support gt Netviewer provides a direct safe connection between your PC and a computer of our support staff Installation configuration or registration is not necessary for the user
124. dited with a double click Click on the logo once and then Delete key to delete the logo A range from 18 cm width and 3 5 cm height for the company logo is reserved in the heading of the offer Only pictures in the BMP format can be processed Currency The currency symbol for the internal currency The currency for all prices in the product master data in the calculation and in the analysis will be fixed here Furthermore the exchange rates of the country administration refer to this currency Change internal currency The internal currency should be changed from EUR to USD Exclusive access is necessary Make sure that no other user accesses the database Rate of exchange 1 EUR Revision 2013 12 Visual Project _ Printout Visual Project User s manual 46 When you change the currency symbol for the internal currency a window will be displayed in which you can enter the exchange rate for the new internal currency As soon as you click on Take over the internal currency in the application will be changed All product prices in product master data and in the inventory data of the customer will be changed automatically Company s average Will be the project specific standard average wage wage for the calculation of installation prices in new projects Check Reminder on If this field has been ticked the resubmission Program start list will be checked for due entries with every program sta
125. document When doing this the following is to be taken care of The beginning of the tables is each marked by a text mark It has to be in line1 column1 of the table Each of these tables can exist several times The wildcard is then additionally marked by a consecutive number The number of lines is firmly defined however the number of columns can differ Within the table lines wildcards can be used which are valid in this area only 1 Position table marked by text marks PositionTable PositionTable1 CaptionPos Caption CaptionDesignation CaptionUnitPrice CaptionTotalPrice Captio itionNumber Quantity ggcaptionDescription nVAT Currency Currency PositionNu Designation mber Comments PositionNu Quantit PacketBeginning mber y Comments PositionNu GroupBeginning mber Comments KindOfPosition a PositionNu Quantit ProductNumber mber y ManufactNumber OrderNumber Supplier Designation Comments Picture PositionNu Quantit ProductNumber mber y ManufactNumber OrderNumber Supplier Designation Comments Picture PositionNu Quantit ProductNumber mber y ManufactNumber OrderNumber Supplier Designation Comments Picture a Comments T Comments PriceDesignation UnitPrice TotalPrice VAT SE
126. document administration of Visual Project here you have the possibility to make company specific settings Further information concerning document administration can be found in the chapter Prospective Buyers Customers in this manual Standard Directory of Standard directory for saving new word Documents documents from Visual Project Enter automatically Here you determine whether an entry in the as contact with the contact history of the customer should be Word export of made when exporting your project data into a projects Word document Menu Project Microsoft Word in the project administration The settings in the company data are valid for all users who work with Visual Project In the network version you should protect your data with the assignment of the right Company data Settings in the user administration Revision 2013 12 Visual Project User s manual 49 Price groups This function will be opened through lt Master data Settings Price groups gt In use Description Dealer customers PPrice groups PPrice Groups Price group Price Groups PPrice Groupe PPrice group Price Groupe Price groups Close Le WM a a a AA Price groups defined In Visual Project you have the possibility to create a maximum of 10 by the user Visual Project Price groups Price groups can be used for structuring your prices into groups Each price group contains the quantity of price types
127. dress Prerequisite is a MAPI supported e mail system This e mail system should be selected on your PC a the standard e mail program You can make this setting under Internet Options in the System Control Choose the corresponding application in the register Programs under E Mail Summary information max 255 characters A manual line break can be created by Here you can insert a photograph of your main contact partner As soon as you click into the empty field with the right mouse button you get the displayed menu When you click on New you can choose an existing image file on your PC After the takeover the selected picture will be shown The image file is saved in the sub directory Photos in the database directory of Visual Project The file name has the following structure 99999999 0 XXX 99999999 Address Number 0 Contact ID XXX File Name Extension The image of your main contact partner can be removed by clicking with the right mouse button onto the picture and selecting Delete afterwards Hereby the file in the directory Photos is deleted If you own the module External Interface of Visual Project you can set up a contact in Outlook for the Main contact person of your costumer you can branch out of this contact into Visual Project and synchronize changes with the Outlook contact which you made in Visual Project M In order to set up a contact for your main contact person in Outlook click on t
128. dress 1 1 line of location address Address 2 2 line of location address Street PO Box Street PO Box of the location address City City of the location address Telephone Telephone number of the location address Reference Note Unrestricted remarks concerning the telephone system The configuration assistant can be started via the menu lt Config assistant gt or via the symbol in toolbar of the system configuration as Add On additional tool The use of the configuration assistant is the simplest way of preparing an offer Start a configuration assistant by clicking onto the corresponding symbol or the corresponding menu option Visual Project starts the assistant and hands the controlling over to it The configuration assistant is in the foreground of your Visual Project 7 window Revision 2013 12 Visual Project Visual Project j Users manual 75 an Hi Pas Na x Attenderd opti Point 500 j a optictnant arty z F pE 35x OPOE a r c _ nA oprPart S08 optiPoint 990 i economy nA ps 10x UPQ E Fe FT me i E o cii C L BE Scher srs optiPoie 509 optiPoint 500 S em jases Apane ernaria pr pr TN Ox IP Coke msic Logo Siamer j ton a nell ua t th LAN cable Sa 2x V 24 3 J ance economy th m r a sR a 3 _ _ e lt gt Applications HiPath 3000 2x S0 System HP ath 4000 v Applications HPath 4000 lt gt In the configuration assistant a graphical user interface is at
129. e Branch out internet address entered by clicking on the button on the right in the entry field Cust Consultant The customer consultant or the contact person for the customer in your company A selection list supports the entry by displaying all previously entered consultants in the address Main contact person Salutation text Salutation text of the address is not useable at the moment Will be used later for the automatic introduction letters The transfer of texts out of the database Salutations is supported by a selection list First Lastname First and Surname of the main contact person of the customers prospective buyers Position Position of the main contact person A selection list supports the input by the display of all positions used up to date Decision maker Activate a tick if the person is authorized to make decisions Telephone 1 1 phone number for the address see also Telephone Private Telephone Private phone number for the address see also Telephone Visual Project Revision 2013 12 Visual Project Main contact according to Outlook Visual Project User s manual 114 Mobile telephone Telefax e Mail Address MAPI Support Notes Photo Mew Delete Mobile phone number for the address see also Telephone Fax number for the address see also Telephone 1 E Mail Address By clicking on the button next to the e mail address you can send an e mail to the desired ad
130. e supplier which have been inserted into the project will be shown Similar to sending a quote request address email address can also be edited here and additional information for the supplier can be entered Order number 2007 20 72 01 For sending an order the entry of an order number is absolutely necessary Project price m 6 500 00 EUR If a project price for the positions to be ordered was agreed on with one supplier it can be entered into the form in case the option project price was ticked In order to send the order to the supplier click on the button Send order Webservice An email containing the data of the form will be sent to the selected supplier You receive a copy of this message to the email address which you entered into the form Via the menu option lt Data Exchange Create order file gt you have the possibility to create an order file in Excel format in which the positions Revision 2013 12 Visual Project Users manual 98 to be ordered are displayed for every supplier Unify Under the menu option lt Data Exchange Unify gt you find special export possibilities for ordering with the Unify Transfer data into When the offer becomes an order the data can be transferred into the Customer Library Customer Library also see Prospective Buyers Customers Mark all products to be transferred into your worksheet and then select the menu item lt Project Inventory acceptance gt The delivery i
131. e buyers customer A selection list supports the entry by display of all systems of former projects Supplier Supplier of the telephone system of the prospective buyers customer A selection list supports the entry by display of all suppliers of former projects Notes Unlimited remarks for the telephone system In the input area positions all positions to the project are recorded Work will be made considerably easier because you can take over positions into your offer in several ways Visual Project offers the possibility to have a system configuration established by means of the configuration assistant and the calculated positions can be taken over after that or product data can be inserted directly out of the product master data It is also possible to insert unrestricted positions and unrestricted texts Revision 2013 12 Visual Project User s manual 72 System Configuration The menu option for the system configuration can be found in the Base data Visual Project menu configuration assistant or on the toolbar of the configuration assistant By clicking onto the symbol system an input window will be opened Here you can choose the system for the telephone equipment from a selection list and you can deposit all system specific data such as the system number or a designation All systems 4 HiPath 3000 Identifier 19 HiPath 4000 Designation HiPath 3000 Manufacturer Siemens
132. e offer the value of the column price type from the previous line is selected In this column you can determine whether the selected position should be a normal position or an alternative or request position Alternative and request positions are not taken into account in the sum of the offer For these positions only the single prices are shown in the offer The offer sheet presentation can be changed with menu item lt View View definition gt or the View icon The dialogue window for the columns in the worksheet is shown in the illustration below Revision 2013 12 Visual Project Changing the views Printing the Offer Print Preview Visual Project j Users manual 84 View definition View scheme Standard view Delete Contents Pos No Gytty Otty real Prod No Designation Comments Manufacturer Group Prod Category Price category Manufacturer Prod ho Supplier price Purchase Base price Purchase Cancel Take over Check Marks available in every line provide the option of showing or hiding a column The width of the column can be defined in the field Width and it influences every column Any desired scheme can be established named and saved If a scheme already exists it is overwritten after a confirmatory prompt All schemes are saved user related BEER RARER View scheme Sales prices Standard view Installation prices Sales prices Via the selection window on t
133. ealer Order no 55 66 77 Purchase 400 00 EUR Customers E lUo Sales 500 00 EUR Supplier 2 Installation 50 00 EUR Order no Service 25 00 EUR Supplier 3 Hire 1 year 0 00 EUR Order no Hire 3 years 0 00 EUR Stock oR Meas ynere 000 EUR Delivery time 2 week s Iv Statistics C Price Price type groups The appearance of the register for the prices adapts automatically to the used price types and price groups A register is shown for every used price group In this register there are the entry fields for each used price type Enter your individual price for the product also see section Price groups and Price types The unit for the price is the internal currency The right for editing prices can be allocated user dependent in the E Network version Manufacturer s Price Manufacturers price or purchase price of the manufacturer for the product Transferred as an info field and is updated when a product is read through the administration or the Wizard for supplier datas Price category Commercial price categories for the calculation of purchase prices Further information concerning price categories and price calculation can be found under Administration Import Supplier Data bases from page 139 VAT rate Select a tax rate defined by you for the product from the selection list Supplier 1 3 Enter a max of 3 different suppliers for the product The selection
134. ect Visual Project j Users manual 230 gt Dienste Datei Aktion Ansctht mso e gt Fy Dienste Lokal VP Update Service Name Beschret ung Status Autostarttyp Anmelden ab A Sh WMI Leistungsadap Bietet Leistun Manuel Lokales System Den Dienst startan Sy Windows Zeitgeber werwaket die Gestar Automatisch Lokales System Kp Windows Verwaitun Bietet eine 2 Gester Automatisch Lokales System Sa windows Bfderfass Fietet Gikderf Gestar Manuel Lokales System Sig Windows Installer Instaliert re Manuel Lokales System a Windows Audo Verwaltet Au Gestar Automatisch Lokales System Sa wechsemedien Manuel Lokales System Bp WebChent Ermdgicht Wi Gester Automatisch Lokaler Dienst Sa Warndienst Benachrichtig Manuel Lokaler Dienst Ba Volumeschattankopie Yerwailket un Manuel Lokales System Sy verwaltungsdenst f Korfiguriert F Manuel Lokales System Ba Verwaltung logische Erkanntund Gester Automatisch Lokales System Sg verwaltung f r auto Erstelt eine V Manuel Lokales System Ep Upload Manager Verwaket sy Gester Automatisch Lokales System SB Unterbrechungstrei Yerwaltet ein Manuel Lokaler Dienst Siy Universeller Plug amp Ermdgiicht es Manuel Lokaler Dienst Bp Ubermachung verte HR Verkn pf Gester Automatisch Lokales System fy Trebererweterung Unterst tzt 5 Manuel Lokales System p Termnaktenste Erm g cht m Gester Manuel L
135. ens L30252 U600 4262 L30252 U600 4262 Siemens L30252 U600 4312 L30252 U600 4312 Siemens CUB235 L30250 U622 B235 Siemens L30252 U600 4202 L30252 U600 4202 Siemens DUA3O1 L30251 U600 4301 Siemens BDA627 L30280 D600 462 Siemens CUB237 L30250 U622 B237 Siemens CUB243 L30250 U622 B243 Siemens DUA402 L30251 C600 4402 Siemens DUA108 L30251 U600 410 Siemens DUA285 L30251 U600 428 Siemens 312 of 312 data records selected for update 0 data records in the product line The list is sorted by the 1st left column in the window To change this order please click on the heading of the column to be moved and then Visual Project Revision 2013 12 Visual Project Exporting of supplier data S Selection for transfer extraction Visual Project Users manual 142 drag with the left mouse button depressed to the desired position When the left mouse button is released the dragged column will be positioned in front of the column on which the mouse button is released Another possibility is to click on the column header On the right border of the header a button will appear for opening a selection list Click on the button In the list to be opened you can select from all available columns which can change position with the current column Via this button it is possible to export the supplier database to Excel To do this choose the Excel Version and enter the path as well as the filename for the export The list of supplier
136. enu option lt Options Outlook Settings gt you make your personal settings for your work with Microsoft Outlook Here you can determine whether you want to use the internal resubmission of Visual Project or the folder Tasks of Microsoft Outlook for your appointment and task administration Please read the chapter Outlook Tasks from page 150 The menu option Outlook Settings is only at your disposal if you own the external interface of Visual Project Configure Outlook Outlook folder Tasks internal Ady Folder J Smith Tasks Contacts My Folder J Smith Contacts Outlook Category automatically from VP update Outlook contacts automatically v Cancel Close Tasks Outlook task folder which is used by Visual Project for resubmission entries Internal If the option internal is ticked the internal resubmission of Visual Project is used instead of the Outlook tasks Contacts Current Outlook folder for contact entries Outlook Category Will be entered under categories in Outlook contact when exporting to Outlook automatically optional Update Outlook If you activate this function your Outlook contacts contacts will be updated automatically with the automatically addresses from Visual Project Database reorganization Due to a power failure or system crash the data can be damaged files destroyed or are no longer readable Revision 2013 12 Visual Project Regular Sec
137. er Solutions Consulting This menu item starts the module Fitness Test The Fitness Test is a bs new marketing tool for an efficient form of Project acquisition The customer receives a questionnaire with a range of questions related to Consulting their objectives business and communication processes You can evaluate the questionnaire with the help of a PC expert system which provides telecomunication solutions to improve the operational situation of the customer and then present it in a workshop The program evaluates the questionnaire and issues an enterprise related Fitness assessment suggests individual customer solutions to increase the enterprise fitness of the customer through telecommunications provides example solutions of leading companies which are in the same line of business as the customer as well as customer specific graphics GAP analysis Portfolio for a successful Visual Project Revision 2013 12 Visual Project User s manual 171 presentation of the results to the customer For further information please read the information for the Fitness test Visual Project Revision 2013 12 Visual Project Options System administrator Visual Project User s manual 172 User administration You surely would not want an employee who is only responsible for price maintenance having access to all projects and evaluations In order to prevent unauthorized access to your valuable data the progra
138. er users can link with the interface database via the option existing Access Database Language Settings Languages f German f English f Russian C French f Czech Cancel Here you can select the language for Visual Project Revision 2013 12 Visual Project Se Visual Project User s manual 190 Note In case you choose a program language which is not supported by your PC it can happen that the menus of Visual Project are illegible CTl Settings The CTI module in Visual Project is able to recognize incoming calls and offers dialling support Via the menu option lt Options CTI Settings gt you can make your personal settings for your work with the CTI module Prerequisite for the use of the CTl functions is the installation of a TAPI Driver in your operating system CTI Settings Parameter 3OC COS lt SCSCO oooooooOo Connect through Hicom 150 Office Settings Location Halberstadt Settings Length for internal phone numbers 3 B Functions W Monitoring incoming calls V Generate contact for accepted calls I generate contact for outgoing calls Show this dialog on every start Connect through Here you can choose the telephone which your computer is to connect you with Via the button Settings you get directly to the driver of the telephone There you can make further settings The settings depend on the respective telephone and the
139. es 3 digital 52M tie lines 384 digital subscriber 384 analog subscriber 250 cordless subscriber with system documentation on CD with Siemens MDF Delete With the help of the selection list language the desired language can be set All changes in the other fields refer to the selected language and are automatically saved when leaving the field In order to create a new text M Click on the button Add M A short text for identification of the module has to be entered in the field Designation This text is only for finding the text module quickly M The actual Text of the module has to be entered in the big text field It is not limited restricted in size and texts from the clipboard of Windows can be processed as well Highlight the requested text for example in Word take the text into the clipboard change to text module administration of Visual Project and press when you are in the correct text module In order to copy the desired and highlighted text for the text module from Windows into the clipboard just press the key combination C as usual To edit the text select the desired entry in the selection list The selected text will appear immediately in the text window The changes can be done at once Please keep in mind that the text will be saved automatically when changing to another text module or when the window is closed To delete the text depress the button Delete Revision 2013 12 Visual P
140. ess EM Gigaset 3000C 1 0 60 50 25 68 81 40 7719 French FR1A31003 M1530 B850 Instruction manual Hicom cordless EM Gigaset 3000 1 0 2 75 25 68 3 70 7719 micro french FR1L30250 F600 A110 optiPoint 500 entry arctic 1 0 618 75 25 94 835 50 FR1L30250 F600 A112 optiPoint 500 basic arctic 1 0 2 326 50 25 93 3 141 00 FR1L30250 F600 A113 optiPoint 500 basic mangan 1 0 1 551 00 25 93 2 094 00 FR1L30250 F600 A116 optiPoint 500 advance arctic 1 0 4 598 00 25 91 6 206 20 FR1L30250 F600 A117 optiPoint 500 advance mangan 1 0 1 045 00 25 91 1 410 50 FR1L30250 F600 A120 optiPoint busy lamp field arctic Euro for Hicom 150 H 1 0 3 432 00 25 93 4 633 20 OfficeCom Pro and HiPath 33xx 35xx 37xx FR1L30250 F600 A121 optiPoint busy lamp field manganese Euro for Hicom 1 0 286 00 25 93 386 10 150 H OfficeCom Pro and HiPath 33xx 35xx 37xx FR1L30250 F600 A122 optiPoint 500 economy arctic 1 0 610 50 25 95 824 40 FR1L30250 F600 A130 optiPoint 400 standard arctic Cornet IP TS 1 0 8 800 00 25 93 11 880 00 FR1L30250 F600 A131 LAN cable for optiPoint 400 standard 1 0 41 25 25 68 55 50 FR1L30250 F600 A380 HiPath TAPI 170 V1 0 package 1 for 1 0 2 035 00 25 92 2 747 20 OfficePoint Com Pro and HiPath 33xx 35xx 37xx FR1L30250 F600 A381 HiPath TAPI 170 V1 0 package 2 for 1 0 3 850 00 25 93 5 197 50 OfficePoint Com Pro and HiPath 33xx 35xx 37xx FR1L30252 F600 A591 Industrial handset Gigaset active with ex protection IM 1 0 5 720 00 25 93 7 722 00 1
141. etermined in the menu price types under lt Master data Settings gt See also under Price types on page 50 of the manual As an alternative to that the price types can also be selected in the detailled view of the position by ticking or removing ticks in the tag Prices Revision 2013 12 Visual Project Position type column Offer Sheet Look Visual Project User s manual 83 After the entry of the price abbreviation or ticking the price type they are shown in black and considered in printouts and sum calculations All prices highlighted in red are neither considered in the sum formation nor in the printout Since the purchase price and the sales price are necessary for the calculation of the margin the calculation of the purchase price is also controlled by the abbreviation of the price type sales price The price columns for the purchase price will be in the same colour as the sales price in order to carry out an exact calculation of the project results The purchase price will certainly not be printed out on your offers By entry of the price types in the last line Total the price types for all positions in the offer can be changed in one operation This function is useful if you define or change the basic organisation of your offer When setting up a new offer the field will be pre allocated with the price types marked as Standard under lt Master Data Constants Price Types gt If new products are inserted into th
142. even with a password assigned already is left blank for security reasons When entering the password for the first time leave this field empty or otherwise enter your current password M Enter your new Password in the field New password M Repeat the entry of your new Password in the field Confirm M Click on OK Only when the two entries correspond the new password is accepted and saved By entry of a password for the user Admin the login system is activated When the login system is activated name and password are requested at the start of Visual Project to protect the data from unauthorized access see section After starting the program The login system can be deactivated by deleting the password of the user Admin To delete your password enter your old password in the field Old password Leave the other two fields empty and confirm with OK It is also possible to delete the password in the User Administration Keep the password of the user Admin secure Without this password it is not possible to login as the system administrator Changing Client Visual Project is able to administer any number of clients Working with several clients can be advantageous if you want to maintain products and projects for different companies or if you want to use databases on different directories e g local and in the network You define your clients via the function lt Options Change Client gt You can set up o
143. ew client However this designation can be changed if necessary Linking an existing If instead of a new database you want to link an already existing database Microsoft Access database do the following M Click in the client selection on the button New Merge data base C generate new Access database C generate new SOL Server database C existing SQL Server database I Choose the option existing Access Database and click on OK Visual Project Revision 2013 12 Visual Project Setting up a new database Visual Project P Users manual 183 Searching for data base Look in Data ce Eg B Pictures 9 vPINST My Recent FIT mMDB Documents B vpserver mdb FJ WorldTel mdb E Desktop My Documents 2 M ae File name WorldT el mdb aces Files of type databases mdb Cancel M Choose under Searching for data base the database which should be linked and click on Open amp Client Selection Please select the directory for update programs Update directory C Program Files Visual ProjecttDATAWPINST See ee C Program Files Visual ProjecttDATA Ypserver imdb alana C Program Fiestvisusl Project DATAWordTel MDB V Show this dialog on every start New Delete Reorganization Info cance Take over After you have taken over the selected database you get back to the client selection mask automatically You find the newly set u
144. factors for the commercial product groups or the factors for making the prices Further information about the takeover options can be found in the chapter mport Supplier Data bases from page 139 After having chosen the suppliers to be taken over and the corresponding takeover options you get to the list of the selected suppliers by clicking on Next Visual Project Revision 2013 12 Visual Project Users manual 208 r Products Update Wizard Run Updates a L Unify Download 14 088 KB running Download C Program Files x86 Visual Proiect Data VPINST supplier Unify iles T Contact Center odf ever day x a Nex Cancel Help Run wizard Click again on Next in order to start the update The progress of the update is shown in the wizard for products updates r Products Update Wizard A Unify Download 14 088 KB Run Updates ready Run wizard every day z lt Back Done Help After the complete update of all product data you can close the wizard for products update by clicking on Done You find all imported product data in the product master data of Visual Project Changing the takeover options for the import of p Cs be done in the Administration of Visual Project You can find further information for this in the chapter Administration from page 139 roduct data can also Visual Project j Revision 2013 12 Visual Project Visua
145. fficient Further information concerning the connection to databases can be found under Changing Client from page 178 After having started Visual Project it is possible that an automatic database reorganisaion will be carried out first Please confirm this action if necessary with OK Visual Project d s The reorganization of the data baze C Programme visual Project DATA wprerver mdb was successtul You will see the Visual Project Start screen after the program start With a simple Click of the mouse in the area of the Start screen or by pressing the Enter key you will go directly to the Visual Project management center in case the registration log in system is not activated The menu lt Visual Project Login gt offers the same function The log in system of Visual Project under the single user version is activated if a password is allocated or if the system administrator has a password under a network version For security reasons a password should be allocated in order to protect your data against unauthorized access Please see the section Change Password for information how to allocate or change a password Revision 2013 12 Visual Project or or or or Visual Project User s manual 21 With the log in system activated Visual Project will report with the start screen shown below S Visual Project Standard Logon k al2j xj V VisualProject THE KEY FOR INFORMATI
146. fixed by you Therefore theoretically 100 different prices could be maintained for each product In our example we have created a price group for retailers and a price group for final customers The Description of the price group can be determined by you If you really want to use the price you can tick the box in the column In use Visual Project remains organised in spite of the various price varieties In the forms with price groups only the price groups which are in actual use will be displayed If you do not want to use price groups do not tick any box You will meet the price groups at different places in the program in the product master data when updating product prices you can print price group specific price lists in the administrator the automatic price up date is being supported by factors of each price group in the customer master data a price group can be allocated to customers and prospective buyers in order to calculate the right price in the quotation Revision 2013 12 Visual Project Users manual 50 Please be reminded that all existing prices of a price group in the E product line will be deleted after closing the form if an already used price group is marked as unused Price types This function will be opened through lt Master data Settings Price types gt User Price type In use Default Description Abbr a Purchase EEEE EEE fa Jo d E ee k do m E Do OE Ce css hs mO ces PO ees E m
147. have team rights for processing the data sets of this user or if the owner of the data set is in slave mode Concerning Master Slave Mode see also Master Slave Mode from page 194 When trying to forward such a data set you receive a corresponding message Via these buttons you can print an address card for the selected address The address card contains all data entered for this address including base data and contact history Revision 2013 12 Visual Project Users manual 103 Address lists With the button Address list the address _ lists of customers prospective buyers can be printed The address list is displayed in the page view according to the appropriate filter and sorting order Visual Project Revision 2013 12 Visual Project Address list User All users Filter No filter activated Grading Address 1 Upwards Address number Address 00000003 Active Communicate 15th Avenue US 97101 Bend 00000002 Central Hospital 1867 Turlow Lane US 78770 Austin 00000006 CrazeoPhone 4444 East Pender St CA Vancouver 00000007 MiniCar Floor 15 12 Gilbert St GB London 00000001 Raber amp Co Consulting Am Pier 5 DE 20251 Hamburg 00000004 Success Inc 707 Business street US 48104 Ann Arbor 00000005 Watcher 2 3 Sekimai JP 100 Tokyo Visual Project j Users manual 104 28 01 2003 09 50 38 Contact persons telephone fax Smith 0503 444 0503 444 Shoemaker 0513 349 7885 0512 349 7886 Mayer
148. he K amp W Medienservice a GmbH Please read this contract carefully By installing or using all or any portion of the software you accept all the terms and conditions of this agreement You agree that this agreement is enforceable like any written negotiated agreement signed by you If you do not agree do not use this software If you acquired the software on tangible media e g CD without an opportunity to review this license and you do not accept this agreement you may obtain a refund of any amount you originally paid if you do not use the software and return it with proof of payment to the location from which it was obtained within thirty 30 days of the purchase date Do you accept all the terms of the preceding License Agreement If you choose No the setup will close To install Visual Project you must accept this agreement No Before further installation you must agree to the software licence contract which is displayed in this window If you agree to the license agreement the installation process is continued Revision 2013 12 Visual Project User s manual 11 a Visual Project Setup Visual Project Visual Project Setup Program destination Please enter the installation path for Visual Project Destination Folder C Program filestVisual Project installshield M During the next step you have to type in the program directory The directory C Program Files Visual Project is suggested It is
149. he button Main contact to Outlook Revision 2013 12 Visual Project Users manual 115 isual Project a xX T i Contact person was exported to Outlook Your main contact person is exported to Outlook You will receive a success message EE Philippe Gerbal Contact i File Edit view Insert Format Tools Actions Help i Kej visual Project General l Details Activities Certificates All Fields l Full Name Philippe Gerbal E mail v Phili e Gerbal accorhatels com Job title General Manager Display as Philippe Gerbal Philippe Gerbal accorhot Company ACCOR HOTELS Web page address http www accorhotels com File as Gerbal IM address Phone numbers Business v 33 1 40252020 Home w 33 1 Business Fax w 33 1 40252600 Mobile v Addresses Business v 163 avenue de Clichy 75017 Paris le de France V This is the mailing France address Contacts Categories Private E Via the button Visual Project in your Outlook Contact you get back to the customer data of Visual Project Changes which you made in the customer data of Visual Project can be synchronized with the corresponding contact in Outlook by clicking again on the button Main contact to Outlook A synchronization of changes in Outlook with the prospective buyers customers data in Visual Project
150. he right next to the view icon it is possible to change between the different views While opening a project the view is loaded which was activated before having last closed the Project editing When you have included all customers and project relevant data the offer can be printed through lt Project Print gt or the Print icon When printing directly the number of copies are defined by the settings made in the Company data The offer can be viewed prior to printing through the menu item lt Project Preview gt or the Preview icon Revision 2013 12 Visual Project Users manual 85 A dialogue box appears in both variations for the setting of the Print Options before printing Individual Print Printing options Options Products packages Currency for print out with product number Exchange rate rd with product text with picture 1 EUR 1 EuR M with unit price Decimal placez 2 IY with rebate discount W with total price M Otty with decimal places Project Total W with package positions M with Rebate discount I only positions with price M with total price with YAT in positions M with total YAT Prices summarize Sales and installation as uniform price Eom sum total for sales and metallation Print owt ASS e Offer C Product list Save as Default Cancel OF With Product Number Ticked if the product number is to be printed With Product Text Ticked if the long text or
151. hed on e The Service needs an active internet link e The update directory for Visual Project has to be accessible writing access Setup M In the download area on our website the file VPUpdateservice zip will be found Extract this file in your Visual Project program directory M In the Windows menu Start choose the function lt Run gt Type the name of a program Folder document or Internet resource and Windows will open it For you Cancel Browse M Click on Browse Visual Project Revision 2013 12 Visual Project Browse Look in f 4 My Recent Documents Desktop My Documents My Computer My Network Ml Choose the file VPUpdateService exe in the Visual Project program directory and click on Open Update Service Visual Project Eg YP Update Service successfully installed You receive a success message Visual Project j Users manual gt Visual Project le Data Elements Picture Projects Templates Bie depends Exe wy HiPath exe ServiceCenter exe am SFL EXE vp exe wy vPConf exe ie VPLindateService exe 229 File name VPU pdateS ervice exe Files of type Programs Type the name of a program Folder document or Internet resource and Windows will open it For you Open m Files Visual Project WPUpdateService exe install v Add the entry install and click on OK Revision 2013 12 Visual Proj
152. here You can also delegate the resubmission entry to other users See also Prospective Buyers Customers Order number or internal numbers e g file number order number Revision 2013 12 Visual Project Customer data Visual Project User s manual 69 Customer data can be selected from the Visual Project Customer Prospective buyer database and can only be saved in definite projects For easing processing and further usability of data we recommend that you establish the customer in the customer master data By doing this the evaluation function is improved for example when you assign customers in the customer master data to branches and distribution channels due to this connection you can evaluate projects according to this criteria Of course you can create new customers directly in the project processing After the selection of the customer data all corresponding fields in the project processing are filled in In principle all customer data is saved separately with the project Changes in the individual fields only affect the project and are not saved in the customer database Similarly deletion of a customer does not delete the customer data in the project eal Via the button on the right in the field Address Number the selection window customers prospective buyers is opened Set up a new customer or prospective buyer for the offer here or select an existing entry from the list Connect the offer with the c
153. house number of a different postal address Country Zip Code Country Code and ZIP Code of a different postal address The transfer from the country specific ZIP code book is supported through a selection list City Details of the city place for a different address The transfer from the country specific ZIP code book is supported through a selection list Enter a ZIP code in the ZIP code book totally or partially Visual E Project searches for a match when exiting the field in the ZIP code book of the respective country If a clear match to an entry can be found the complete ZIP code the place and the area code are automatically transferred The area code is accepted into those telephone fields which have not had any number entry yet Should several entries be found with the same ZIP code or a part thereof in the ZIP code book the ZIP code book opens with the first corresponding entry Determine manually the city place desired The automatic system is only activated if the field City is empty The same automatic search method also functions when exiting the field City however the ZIP code field must be empty Country Code Assigns the address to a country Select a country from the list Countries or create it if necessary By allocation of the country the fields for the country abbreviation and the country code are entered into the address with the data of the country Additionally the country dependent forms like the ZIP co
154. ice 3 Price 4 to Price 9 Definition of the target price type for price type 4to9 The vpp file will be saved in packed format with the file extension zip Via this function you can load a project file into Visual Project Because the files in the current version of Visual Project will be saved in the packed format the input file can be available both as a file with the extension vpp as well as a zip file LI aX Look in Sy Visual Project e ex E History Desktop My Documents My Network P Files of type Projectiles vpp Cancel Ze Choose an existing project file on your data medium Visual Project checks whether the project is already existing If this is the case you will be asked whether you want to overwrite this project x overwrite it 2 The project Hotel Gustin already exists with number OOO00007 Do you wank to In order to import the data this question has to be answered with Yes If you click onto No the import will be cancelled Revision 2013 12 Visual Project Send project file Visual Project User s manual 65 For importing the project data the selection window for data exchange will be opened Similar to exporting a project file you can determine here which project data is to be imported and whether and into which price types the original prices of the file should be imported As soon as you have chosen the import options a
155. ient with the master database and register as administrator in this database M Open the user administration via the menu option Options User administration User administration User details User ID smth B oul Name jonn smth D Smith Department Engineering SS Location PO Telephone raas Fax rss a E Mail fiohn smith world tel com M i Access denied logout 5430 Iv wen io team access v Project number range oo000001 fagagaaga Maximum project discount 100 M Within the user administration select the user whose slave ID has to be changed MI Should there be no check mark behind locked then set it now by clicking the appropriate field M Insert the slave ID into the field left The logged out user can now log into the master database again Revision 2013 12 Visual Project Help Visual Project User s manual 200 Manual By calling the function lt Help Manual gt the manual will be opened as a pdf file Prerequisite for this funciton is an installed version of Acrobat Reader on your PC In case you do not have an installed version of the Acrobat Reader on your system you can install it now On the installation CD of Visual Project you find installation programs for the German and the English version of the Acrobat Reader in the directory AcroRead Start the desired installation program and follow the on screen instructions Furthermore the current version of the ma
156. ined under lt Master data Settings Price groups gt the settings for calculating the different price types of the products Basis for the calculations is the rebated delivery price of the supplier which is firmly fixed in the first line All final prices can be calculated from the desired price type Choose the price types defined in lt Master data Settings Price Types gt for the fields Starting Price and Target Price with the help of the selection list Only the price types with the tick at the beginning of the line will be calculated from the top to the bottom The Target price is calculated by multiplication of the Starting Price with the factor in percent then rounded to the entered number of decimal places after the decimal point Final price Rounding Source price Factor The results shown in the above image are automatically used as default settings by Visual Project The calculation can be adapted to your company by using selective factors Revision 2013 12 Visual Project Visual Project User s manual 145 existing products new products if Product number W Product designation Prologue lf Product comments Epilogue WwW Assembly time W Product pictures Delete missing products Create import protocol In this part of the window further options for the takeover can be determined While doing this different settings can be defined for new products and for already existing p
157. ing out the offer Furthermore every customer or prospective buyer can be pre set with a language so that the correct language text is used when issuing the offer Enter the language dependent text for the price type total sum etc in the menu lt Offer texts gt Revision 2013 12 Visual Project C Standard Visual Project User s manual 54 Offer texts The function is opened through lt Master data Settings Offer texts gt in the Visual Project Management center With the help of the offer texts all important texts for your offers can be defined individually and language dependent Language i 8 t i i Prologue Epilogue Headings Text for print out Prologue Epilogue With the help of the selection list language the desired language can be set All changes in the other fields refer to the selected language and are automatically saved when leaving the field Prologue Enter Text in the prologue field if you want to pre set an offer prologue for a new offer automatically The text in the offer can be changed any time or you can use the text module It is possible to reach the entry field of the text module with I Pasting of text to the clipboard is possible with M Epilogue Pre set for the offer epilogue see also prologue Revision 2013 12 Visual Project L Headings L Text for Printout Visual Project User s manual 55 Offer texts
158. int signature module 12 function keys with LEDs Dialog keys 2 adjustment keys Wall mounting possible C sale price installation price service 89 20 02 2003 Unit price Total Price EUR EUR 56 00 840 00 8 40 126 00 0 56 8 40 189 20 28 38 1 89 Page 2 4 Revision 2013 12 Visual Project Hotel Austin Pos No Qtty Designation User s manual Description EUR 90 20 02 2003 Unit price Total Price EUR 023 10 024 10 Visual Project 18 0 5 0 optiPoint 500 standard manganese Display with 2x24 characters adjustable contrast Full duplex handsfree talking USB 1 1 client port 1 adapter slot Interface for max 2 add on devices optiPoint key module optiPoint signature module 12 function keys with LEDs Dialog keys 2 adjustment keys Wall mounting possible x p 49994 BB Sans 7s k sale price 227 20 installation price 34 08 service 2 27 optiPoint 500 advance arctic Display with 2724 characters adjustable contrast Back lit display USB 1 1 client port Full duplex handsfree talking 1 headset port 121 TR9 5 2 adapter slots Interface for max 2 add on devices optiPoint key module optiPoint signature module 19 function keys with LEDs Dialog keys 2 adustment keys Wall mounting possible sale price 303 20 installation price 45 48 service 3 03 4 089 60 613 44 40 86
159. ion Customer is ineffective if you do not own the user right Purchase prices visible in a network version Next to the user field on the right there is the CAPS LOCK field It shows the writing mode you are in i e upper case letters or lower case letters In the NUM field next to the CAPS LOCK field is shown that the numerical keypad of the keyboard is switched on or off The INS field shows whether you are in the insert or delete mode On the very right you see the time Revision 2013 12 Visual Project Example of a selection window of the product line Sorting Data records at amp T ascending descending Data record search Visual Project j Users manual 25 Operation with selection windows While working with Visual Project you will often see selection windows in which data records or data is shown in tabular column form for further editing or for viewing Product search Manisha All manufacturer All groups Searching 4 My default view e Filter Product number Designation English Designation French Fiber Module Mutti mode FMM for HIF Synchronization Option for HG 3800 HiPath HG 3570 IP 2 0 Interface 45 HiPath HG 3530 IP 2 0 Interface 60 HiPath HG 3575 45 Channels NCUI HiPath HG 3575 90 Channels NCUI HiPath HG 3530 IP 2 0 Interface 1 20 HiPath HG 3570 Y1 30 channels HiPath HG 3550 1 30 channels HiPath HG 3570 IP 2 0 Interface 90 HiPa
160. ion 2013 12 Visual Project C Status From the product line Manual entry Out of project order Visual Project P Users manual 129 Prospective amp Customer administration Address no m 4 gt gt Search name accor HOTELS Base data Additional data 6 Contacts 2 Contact person Remarks Status Y Delivery Product number Descrip 1 SLC 16 Delivery date 01 08 2003 01 08 2003 L30252 U600 A272 01 08 2003 S5H190 optiPoir Quantity sto 01 08 2003 CUB233 User lic 01 08 2003 L30252 U600 G19 HiPath 3 Product number L30252 u600 A272 C39195 Z7267 C1 V 24 cat Description sic 16 module for Hicom cordles 01 08 2003 01 08 2003 30807 06928 X Clock N 01 08 2003 30267 Z57 A200 Cable 2 Manufacturer Siemens 01 08 2003 DUB213 HiPath Z Group 01 08 2003 L30252 U600 A75 Patch p 01 08 2003 P50038 P1523 A1 Softwar 01 08 2003 30810 Q2558 X2 STMD 8 01 08 2003 30810 Q2915 X TMS2 di 01 08 2003 30810 02901 X1 SLMO 8 Contract end 01 08 2003 30810 Q2901 X SLMO2 01 08 2003 30810 Q2929 X SLA 24h 01 08 2003 30810 Q2929 X2 Analog Information 01 08 2003 L30252 U600 G10 Expansi 01 08 2003 F50035 E2 X349 Connec 01 08 2003 A31003 G2121 S51 EIC Cod 01 08 2003 DUB111 Skill ba 4 OR PHN NIIR413 d Category Contract number Statistics C a a a a n a a a a a a ee ee ee ee In the input area Status the actual system inventory of the customer can be administered Click on
161. ion and the width of the columns directly in the list field of the selection window and then open the window View Definition This has the advantage that you can see the amendments directly on the screen Now if necessary change the column visibility and save the view For saving the view please insert a name in the field View scheme and click on Save All settings are retrievable in the selection window Revision 2013 12 Visual Project Choosing a scheme Standard View Filter Search Criteria Visual Project j Users manual 29 under the entered name In case the name exists already this will be pointed out to you before saving A view can be deleted by a click on the button delete For Changing a view please select the scheme of the selection list After that you will find the data of the information categories in the lower list Change the values as desired and save the view again with the help of the button Save The button Close causes the acceptance of all selected settings into the current selection window The button Cancel closes the window without any amendments Product search Manufacture All manufacturer All groups x Searching ay y default view zi es Product number Designation English sad Eici ihn E Designation French Siemens MDF Open End Cables P891 R partiteur principal Siemens c ble Siemens MDF Open End Cables 20m Siemens L30220 611 P892 R partiteur principal externe cable
162. ion of the effect if the program is to run error free For this reason we have provided the database with a multi level protection concept MS Access In order to have access to the Visual Project database mdb through Access you must first connect with the security database security mdw of Visual Project Use the working group administrator of Microsoft Access If you have successfully connected with the database you will be asked by the next start of Access for an user name and password For read only access to the data the name is user and the password is readonly Because of safety reasons the username and password for change access can only be given out from our support to authorized users Revision 2013 12 Visual Project Visual Project User s manual 217 Customization Should you need the complete database structure with field descriptions please contact us directly For special customizations and interfaces from Visual Project to your available applications we are at your disposal to serve you with our extensive experience in this area Please request a definite offer from us Revision 2013 12 Visual Project Users manual 218 Appendix A Files of Visual Project Visual Project Program files always on the work station Security database Reports printouts basicforms dll VP Directory System library systemlib dll VP Directory System library tapimanager dll VP Directory TAPI li
163. ions Groups can be interlaced to any number of levels You can enter sub totals in the offer at any place you like Visual Project automatically does the calculation M Highlight all positions which should be entered into the desired sub total calculation M Use the sum symbol in the toolbar or choose the menu lt Edit Grouping gt Packages and groups are not allowed to overlap A composition between packages is also not possible With your daily work you are forced to provide offers with individual structure Next to the pure selling price or pure rental price it is possible to have a mixture of sales and rental with and without service maintenance with and without installation or other price types within an offer Visual Project enables you to create multi price offers Doing this one or several different price types can occur in every position For every price type an individual or total rebate can be granted At the end of the offer total sums for every price type with or without value added tax are shown By the column price type of the worksheet price types for every position can be defined that will be considered when printing out or for calculations on the worksheet Enter a valid abbreviation for the price type here e g SA for sale for installation or R5 for 5 years rent You can also enter several abbreviations by using a comma or a backslash as a separating sign These abbreviations can be d
164. is a separate program and can be opened from the Visual Visual Project Revision 2013 12 Visual Project Online Leasing request L Product groups Visual Project User s manual 99 Project Management Center Visual Project submits all relevant data like Customer data Project names and Leasing volume to the program You can immediately print a current leasing offer for your customer after selection of the Term and Commission Please refer to the Leasing Module manual for further information Via the menu option lt Project Online Leasing request gt you can call the Online Leasing Tool of the Siemens Finance amp Leasing which enables an online leasing request If applicable you can also conclude leasing contracts online In this case there will be a credit assessment of the lessee in the database of the Siemens Finance amp Leasing before concluding the contract For the registration with the Online Leasing Tool you need a user name and a password Further information concerning Online Leasing Request as well as your entry data can be received via your contact partner at the Siemens Finance amp Leasing Via the Product Group input area the following presentation is shown Project data Positions Product groups Additional texts Remarks Qty Manufacturer Price Purchase Purchase Purchase Total Sales Sales Sales Total real category Rebate Discount Purchase Rebate Discount Sales 1 27 0 SIEMENS B
165. isable the UAC please follow the steps below M Be sure that you are logged into an account that has administrative Revision 2013 12 Visual Project User s manual 7 permissions Administrative permissions are required for the product installs to complete successfully E D t ail Getting Started ai Pictures Music Games Computer Z Paint Control Panel a Sticky Notes Devices and Printers Q Snipping Tool PECS Default Programs Help and Support gt All Programs as a Oe Search programs and files Shut down gt M Goto the start menu and select control panel This option should appear in the right column of the start menu SQ gt Control Panel X Search Control Panel pP Adjust your computer s settings View by Category System and Security Review your computer s status ESA Add or remove user accounts Back up your computer fs Set up parental controls for any user Find and fix problems Appearance and Personalization _ Network and Internet Change the theme View network status and tasks Change desktop background Choose homegroup and sharing options Adjust screen resolution Hardware and Sound Clock Language and Region View devices and printers Change keyboards or other input methods Add a device A Change display language Programs AF Ease of Access Let Windows suggest settings Uninstall a program ee Optimize visual display I Open User Accounts resp User Accoun
166. isual Projec customer data can be E synchronized with the Outlook contacts A synchronization of changes in Outlook contacts with address data in Visual Project is not possible Export view With the help of the menu lt Data Exchange Export view gt you can export the offer worksheet Register Positions with all its visible columns and lines into Excel To do this mention the Excel Version as well as the path and the file name for the export in the dialogue Export Data Export positions The project positions can be exported into the Visual Project import format see below This can for example be very useful if you want to Visual Project Revision 2013 12 Visual Project Users manual 110 set up import templates for similar projects If you want to do this choose the menu option lt Data Exchange Export Positions gt and select the Excel version the path and the filename for the export in the on screen dialog box Export Excel file View All data records visible in the selection window will be exported into Excel with all visible information The headers which will displayed in the selection mask will be exported as column headers Choose the option Export Excel file View and select the Excel version the path and the filename for the export in the on screen dialog box Export Excel file The address master data can be exported into the Visual Project import format see below If you want to do this choose the
167. isual Project Furthermore you can see the status of the Resubmission at any time by means of the symbol on the fast start button The icon for the resubmission is provided with a green tick when the resubmission is being edited and no resubmission appointments are currently running The icon for the resubmission is provided with a red exclamation mark when the resubmission is being edited and resubmission appointments are currently due or overdue Revision 2013 12 Visual Project Users manual 150 Outlook Tasks The function Outlook Tasks replaces the internal resubmission It is invoked via lt Edit Outlook gt starting from Visual Project Management Center or directly by means of the fast start button Outlook Tasks The function Outlook Tasks is only available in Visual Project if you E deactivated the option internal under Outlook Settings Read also the paragraph Outlook Settings on page 192 If you use Microsoft Outlook in order to administer your appointments and tasks Visual Project offers you with this function an optimum interface for your appointment administration Resubmission appointments which you set up in the customer or project administration of Visual Project will be saved directly in the folder Tasks of Outlook Aufgaben Microsoft Outlook Datei Bearbeiten Ansicht Favoriten Extras Aktionen Neu amp By x B Suchen Xg Organisieren E Outlook Verkniipfungen FA is
168. izard for products update This right is only in conjunction with the right Purchase prices visible effective The right to edit the product data exept prices in the product master data The right to change the several prices of the product in the product master data The right to maintain products of the customer stock in the customer master data or to take over products from projects into the customer stock The right to see purchase prices in the program The purchase prices will not be displayed in the product master data and in projects for users who do not have this right For evaluations and export features purchase prices are suppressed A product administration is not possible without this right For the administration of product data are the rights for Product administration and the right Purchase prices visible needed Change Password With this function you can allocate a password to the current user or change the password With the first start of Visual Project no password is entered When a new user is created in the User Administration the user also does not have a password After logging in without a password you Revision 2013 12 Visual Project Login System Password Deletion S Visual Project Users manual 178 can then enter your password as follows User name Admin Old password Cancel Hew password Confirm M The entry in the field Old Password
169. k station VP Directory Service Center program file Visual Project Databases in the data directory on the workstation or in the network visual project mdb mdb VP Directory DATA Database all data of Visual Project Product Pictures Subdirectory in the Visual Project data directory on the workstation or in the network gif jpg omp png VP Directory DATA image file PICTURES Supplier Data Subdirectory in the Visual Project Installation Directory See menu Options Change client in the program SUPPLIERNAME VP Directory DATA Directories with Supplier data VPINST SUPPLIER Protocol files for the import of supplier data Subdirectory in the Visual Project Data Directory on the work station or in the net Supplierlmport_ jjjjmmtt_h VP Verzeichnis DATA Protocol files jjjjmmtt_hhmmss will be hmmss xls LOGS replaced by the current date and time Visual Project Installation Directory See menu Options Change client in the program vpjjmmtt exe VP Directory Visual Project Full versions DATA VPINST vpjjimmttu exe VP Directory Visual Project Updates DATA VPINST Directory PROGRAM of the Visual Project Installation Directory See menu Options Change client in the program VP Directory DATA Visual Project update files VPINST PROGRAM Word Templates Subdirectory in the Visual Project program directory or in the Visual Project Data Directory on the work station or in the net
170. l Project User s manual 209 Send Service Protocol The function lt Helo Send service protocol gt enables you to send protocol files about the program condition of Visual Project to our Support Possible misfunctions or program errors can be localized better by means of these protocol files Licensing Visual Project is protected from unauthorised use by a copy protection All the data of your acquired program licence is saved in the copy protection Furthermore it is possible to change program modules as well as program restrictions by an individual number code via the phone The function lt Help Licencing gt displays the following window License information administration License number 514064F4 3640 48B6 A011 2C119F5B913A Module 1 Name WORLD TEL O Network wersion Document administration Customer number 00200000 CD Key DE376243 O CTI modul Identifier 90B11C719B3D Module 2 wade O External interface limited a Module 3 locked E 3 Consulting Licenses 1 Module 4 O Visual Project Configuration Counter 5 x OpenScape Voice Unify amp Unify internal amp Configuration Service 3 Ordering SES amp Installed Base amp ECS interface Corba x Service Engine For connection of the new functions please call 49 30 2089835 70 for your personal keycode The Counter shows you the attempts still possible Key code Protection Software Syste
171. l currency set in the Company data Preset is the internal currency without the exchange rate For the normal printout these fields can be bypassed Decimal Places Indicates the number of decimal places after the decimal point for the price details When required it is rounded Decimal places between 0 and 2 are allowed With Total Rebate Ticked if the total rebate or discount of the offer Discount is to be printed Cannot be set if no total price will be printed With total Price Ticked if the total price of the offer is to be printed With total VAT Is ticked if the VAT is to be calculated for the total price too total sum of sales price sinstallation price 70 872 85 EUR 16 00 VAT to 70 872 85 EUR 11 339 66 EUR gross total sales price sinstallation price 82 212 51 EUR Sales and Installation Ticked if the prices for sales and installation as Uniform Price are to be added up to a uniform price see above total sum of sales price 64 413 80 EUR total sum of installation price 6 459 05 EUR total sum of sales price installation price 70 872 85 EUR 16 00 VAT to 70 872 85 EUR 11 339 66 EUR gross total sales price sinstallation price 82 212 51 EUR Form Sum Total for Ticked if a total sum is to be formed for sales Sales and Installation and installation See above Printout of the Offer The printout is produced as a complete offer Printout Product List The printout is produced as a product list without the company s letterhe
172. l names of columns which are meant for an import of data into Visual Project On the sheet Description you find the description of the column names including file type standard value designation and range of value which are supported by Visual Project Send Quote Request Via the menu lt Data exchange Send Quote Request Webservice gt Webservice Visual Project you can send quote requests per email to one or several suppliers In a separate window all positions of one supplier which are inserted into the project will be shown If your project contains positions of several suppliers you can select the desired supplier via a selection list Send Quote Request Webservice Supplier VIERLING 7 Orderer J Name Jonn smin Telephone 01 4144 1232 Fax l 01 4144 4444 eMail john smith worid tel com Please tell me your project price for the requested positions Delivery date 16 08 2007 ha Manufacturer Purchase Pos No Qtty Designation Order number Manufacturer Prod No Base price 4 1 0 ECOTEL ISDN2 120 Package 70459 603 VIERLING 70459 603 1 0 ECOTEL ISDN2 140 Package 70459 604 VIERLING 70459 604 1 0 ECOTEL SIM8 Card 70461 402 VIERLING 70461 402 1 0 ECOTEL VoIP 180SB Package 70469 604 VIERLING 70469 604 1 0 ECOTEL VoIP 120SB Package 70469 605 VIERLING 70469 605 Send Quote Request Webservice Close Revision 2013 12 Visual Project Send order Webservice
173. l quantity is the quantity of the filtered data records in case a filter is activated Besides the listing of the data record there are also additional editing functions like Add Edit Delete Print Export depending on the selection window By clicking on the button Add a new data record will be set up Visual Project tries to make your work as easy as possible Important entry fields will be pre set with standard values In case the data record requires a definite number for example a customer number or a project number Visual Project will suggest automatically the next one after the last entered number In case this number is already allocated the next highest following number will be suggested When entering numbers manually Visual Project will check for unequivocality and a Revision 2013 12 Visual Project Delete Visual Project P Users manual 31 message will appear if necessary Visual Project Ed i Address no already entered Please enter another The data record will be saved when leaving the window or changing to another data record For editing a data record highlight the desired entry and click on Edit In some master data forms customers products you can change between the data records with the navigation buttons and also edit them if necessary Highlight one or several data records in the selection window click with the mouse on the button delete and confirm in the following display wind
174. l sales rice total urchase rice i 100 total sales price The sum of all price columns is shown and up dated permanently in the second last line The line is labeled Sum If you want to grant rebates on the total sum of the offer you can enter them in the last row Total The final project price for every price type is shown in the columns total price in the last row A retrospective change of the price calculation of some or all positions of the offer is achievable with the menu lt Edit Price calculation gt Highlight one or several positions and click on the menu item Price calculation In the opened window with the help of a selection list in the field Base you can define the price type from which another price type can be calculated Define the price type to be calculated in the field Amendment by Enter the calculation factors in the field Factor Dec and Surcharge For all highlighted positions the entered price type is recalculated when clicking on the OK according to the following formula Changes from Rounding Basic Factor Surcharge Revision 2013 12 Visual Project Position numeration Package composition Visual Project User s manual 81 Project data Positions Product groups Additional texts Remarks Oty real 1 0 1 0 AZG41 Pos No Prod No Designation Text BS 330E DSC CENTRAL CABINET INCL COMMON CONTROL 110 230 POWER SUPPLY 10 PERIPHERAL SLOTS
175. laces cities can be deleted with Delete Revision 2013 12 Visual Project Se Select country Visual Project User s manual 40 Visual Project does not supply any data for the ZIP code book However you do not have to take the trouble to enter all ZiIP codes manually Visual Project a automatically checks the entries in the ZIP code book when addresses are entered and will make automatic corrections if needed Please refer to the self learning ZIP code book and read the section Prospective Buyers Customers Salutations Country specific salutations and To the attention of texts can be found under lt Master data Salutations gt You can refer to these texts in the address administration for example lolx Salutation text Attention of text Searching Country United states of america Dear mes O Ladies and Gentlemen Delete Select the desired country through the selection list Country The displayed countries are selected from the master data The country which you have selected for yourself in the company data is pre set By clicking on Salutation text or For the attention of text a corresponding text selection can be made The button Add creates a blank line in which the text can be entered Text Salutation text or For the attention of text The deletion and amendment of the entries is possible at any time In case no texts were entered the corresponding selection lists e g when editing a
176. lated data like the addresses and projects are assigned to single users In principle a user can access and change user data of users that are lower in the hierarchy of the same branch In addition users with the same hierarchy level can access the data by assignment of team rights In the left illustration is an example of an exemplary user structure If no user was team authorised the user Rodgers would only be able to work on his own projects The user TS could view and work on the projects of the users Martin Brown and Johnson Johnson however could not view the projects of Martin and Brown Since Johnson is the account manager and requires to check the projects of Martin and Brown he will get the necessary team rights Rodgers as project officer also gets team rights because he must access all projects of the sales representatives Rodgers cannot access Smith s projects Martin and Brown also cannot work on any Johnson projects The owner of an address or a project is the user who has created the data record Also see selection window Customers or Projects in the column created by or click on the corresponding master data command button Info A small peculiarity with the address data is to be observed If the option Reading rights of all customer data for every user is ticked under company data see from page 44 all users can access the general address data such as address and phone number That way
177. lease enter the telephone country code of the country This field can be empty Entry of the national language This field has up to now only informative character and can be empty Currency symbol or currency sign for the corresponding country It is used in printouts Number of the decimals after the comma for printouts Possible values are 0 2 If necessary the value will be commercially rounded after conversion of the currency Quantity of own currency units for the calculation of the exchange rate The value zero is not permitted As the column headline the symbol of the own currency will be shown This symbol originates from the field Currency in the window Company data see also page 44 and represents your program specific currency Quantity of foreign currency units of the specific country at own internal currency The value zero is not permitted Revision 2013 12 Visual Project Select Country Visual Project j Users manual 38 Federal states The Federal states administration is opened through menu lt Master data Federal states gt You can create federal states or regions provinces for every existing Country Federal States Of x Searching Country USA ha By the selection list Country the desired country can be selected to which the federal states will be assigned The displayed countries are selected from the master data The country which you have selected in the company data is pre
178. lection window A selection list opens when this button is depressed The list enables the transfer of data into the corresponding field A direct entry into the field is not possible The contents of the selection window can be searched according to the first letter Back Previous data record Next Next data record Back to beginning First data record To the end Last data record The spin button helps in a simple way to change the numerical value The desired data can be entered via the keyboard or by increasing or decreasing the number using the spin button by depressing the respective arrow button Changes the sorting order of the data Up or down In many database forms the button Info can be found This button has to be selected to see the information of the data set Visual Project updates this data with each amendment of the data record The log in Revision 2013 12 Visual Project Users manual 4 name of the user creating the data record and the time of creation will be saved Furthermore Visual Project remembers the user and the time at which the data was changed previously The data can be viewed in the selection window under created by created on amended by and amended on The field created by will also be used to assign a user to customers prospective buyers and projects The owner of the data record has special rights to use and change the data Information window Information on data record
179. loses the Selection window This button will appear instead of the button Close in selection windows named as selection list in other forms in order to transfer one or several highlighted data records Take over With the help of the button Cancel you can cancel the editing in the selection window named as selection lists in other forms and close the window Cancel tit Visual Project Revision 2013 12 Visual Project small selection window country administration Visual Project j Users manual 33 Small selection windows Some selection windows especially under the menu point Master data are limited in their function in order to speed up the work Countries Searching cory coutry ro oun coutry Language Oureney bec EUR Exch Ret E Sa A a faa 008 012 016 020 024 660 010 028 032 051 533 036 NNN NM NM NIN NM NM NM NM NN mM NIN In these small selection windows there is no view or filter possible The editing of the data records is done directly in the listing field For editing a value click in the corresponding field and change the entry The entry will be automatically saved when amending the data record or when closing the form Page view and print On a lot of forms you find the function for the print of lists and reports After having activated the print button you can choose between several options in the on screen dialog box You have the possibility to pri
180. m any place with the right mouse button Salim Bal A S wl ep Ssnceraview Gal In addition to the menu functions you have a toolbar for editing the project available in the project editing which enable a fast access to the most important functions It is equipped with so called pop up tooltips This means that under each symbol when the mouse pointer is placed on the symbol for a short time a help message is displayed Basically you will find for every symbol a corresponding menu item which has the same function The symbols of the toolbar as well as the corresponding menu entries have different statuses That means that every action is not possible at any time It is dependent on what stage the program is at Definite menu items for example can only be used if you have highlighted one or several positions System New System r saN FA Located below the icon bar is a toolbar for the system configuration Via this toolbar you can reach all of the functions for creating editing and deleting a system configuration The toolbar and the toolbar for the configuration assistant as well as the statusbar can be displayed or not displayed via the menu View These setups depend on the PC and are saved when leaving the project editing To create a new project first select the button Add The project editing form of Visual Project opens with the input area L Project Data Visual Project suggests a project number
181. m date 13 12 2013 Update License Internet Close This field contains your license number for Visual Project License number In the fields underneath there is further information concerning your program licence such Name Customer number and CD Key limited If you bought a time limited licence a tick is shown in the field limited and the field valid to is displayed In the field valid to you can read the duration of your program licence or change it locked Is ticked if a limited program version has been expired or if a wrong key code has been inserted repeatedly during the activation via telephone Licenses The number of program licenses to be used simultaneously is shown Counter Shows the number of trials for licencing via telephone If you have inserted 5 times the wrong key code while licencing via telephone Revision 2013 12 Visual Project Visual Project User s manual 210 Key Code Protection System date Update License Modul1 Modul6 the copy protection cannot be used for activation via phone again The Key Code serves to connect definite program functions It consists of several number blocks which are separated by hyphens If you want to execute an activation enter the desired program function in Modul1 Modul6 On the form you can see a telephone number where you can obtain your key code After having entered the number sequence in the field Key Code
182. m offers the possibility through the User Administration to enter applicable access rights and in addition check these access rights by entry of a password The user administration is only available under network versions The definition of your users can be executed by the function lt Option User Administration gt New program users can be created or deleted working groups teams can be defined and certain user rights can be defined user related amp User administration i y l Be E User details Admin S E Smith User ID smith Be ca IMikeSmth z h B Colins Name Mike Smit E Miler Department Sales Department S E TS E E Martin Location Room 66 2th floor E Brown Telephone fi 2 5553 E Johnson E Rodgers Fax f 2 5559 E Mail John Smith world tel com Ee Access denied team access Iv Add Delete Reset password Rights Close The program has only one user at program start This user is the system administrator and has a special position The admistrator is a firmly defined user who is at the uppermost hierachy and has all rights The administrator has the name ADMIN and cannot be deleted As system administrator you have unlimited rights to create other users to delete them to reset passwords as well as to allocate rights If Visual Project is started for the first time you are automatically registered as the system administrator also see the status line I
183. m this list the supplier whose product data you wish to take over into your product master data and mark it M Click on Take over The left list of the window will now be filled in with the data of the supplier In case you want to load manufacturer data which is not shown in a selection list you can search for a manufacturer database M Click on the button Supplier Database ax Look in Data e e Name Size Type Modified Pictures File Folder 1 28 2003 2 43 PM Civeinst File Folder 1 28 2003 2 43 PM M vprroducts_ 244KB Microsoft Excel Arb 1 24 2003 12 18 PM Desktop Da 3 My Documents bem My Computer 4 gt aA g File name VPProducts_A xls v My Network P Files of type Excel files xls v Cancel A Revision 2013 12 Visual Project User s manual 141 M Search for the supplier database The file extension is preset when opening the dialogue M Click on the desired file and confirm with Open Exactly as during the selection of a supplier database from the selection list the left side of the window is now filled with data of the supplier The further procedure is also identic During reading of the supplier file the product number and the date of the last change of the product are checked if the read products have not yet been available in the product line of Visual Project or have been modified since the last data import The column Type on the left list shows the t
184. me Port The single items mean the following SERVERNAME name of the SQL Server Instancename name of the instance optional Port Port address optional M Click on Options gt gt in the window of the SQL Server Login in order to see all options for the login Visual Project Revision 2013 12 Visual Project Users manual 185 SOL Server Login Server Login ID Password Options Database Language Application Name Work Station IC ITEST12 OF iM Use Trusted Connection Cancel Help hot selected Default Visual Project Database Manager T EST12 Now you can choose all options which are necessary in order to link to the SQL server database The following settings can be done Use Trusted Connection Login ID Password Database Language Application Name WorkStation ID Is ticked if a trustworthy connection is used for the SQL Server Enter your user name for accessing the SQL Server in case no trusted connection is used Enter the password for accessing the SQL Server in case no trusted connection is used Choose the SQL Server database which you want to link with Language for the login account is pre set with Default Name of the application is pre set with Visual Project Database Manager Name of the workstations logging in M Click on OK after having entered all necessary data Visual Project j Revision 2013 12 Visual Project Users manual
185. move Programs iz Hardlock Device Driver A isual Project Size 42 0MB ae Used occasionally Add New Last Used On 11 21 2002 Programs To ch a nge th is pr og ra m or rem o ve it from your Change Remove computer click Change Remove 8 i Windows 2000 Service Pack 2 Add Remove Windows Components Under certain circumstances it can be useful to deinstall software in order to perform a new installation The deinstallation process can be started via the option software of the system control Choose the entry Visual Project and click the button Change Remove All files of Visual Project will be deleted after a confirmatory question Remark Ensure prior to any deletion that a back up is performed Remarks regarding Copy Protection Visual Project is protected against unauthorized use by means of a copy protection Normally you receive a licence code with the software serial number You can activate your program licence with this licence code Further information can be found in the chapter Licensing from page 209 In case you received a dongle hardlock with the software plug this hardlock into the parallel or USB interface of your computer before starting the program Revision 2013 12 Visual Project Users manual 15 For using a hardlock the installation of the corresponding driver T software is necessary The installation files for the hardlock drivers as well as the documentation can be found on our
186. n m you can have access to your text module Inserting text from the Clipboard is also possible Epilogue Text as long as desired is printed as an epilogue at the end of the offer see also Prologue C Remarks Unrestricted field for additional information and internal reference to the project e g final report Is printed in the project list The access to the text modules is also possible Visual Project Revision 2013 12 Visual Project te Customers Special filters Access Protection Forwarding Visual Project User s manual 101 Prospective Buyers Customers The function can be started by menu item lt Edit Prospective buyers customer administration gt from the Visual Project Management Center or invoked by the fast start button Customers directly r A GY Prospective Current customer search User All users v Searching Syl My default view v E Filter Address 1 Address 2 Address no Street Cou ZIP City Teleph Active Communicate 00000002 15th Avenue US 97101 Bend 0503 Central Hospital 00000003 1867 Turlow Lane US 78770 Austin 0513 34 CrazeoPhone 00000004 4444 East Pender St CA 12345 Vancouver 0604 68 Hotel Austin 00000005 2456 Ferguson Lane US 78770 Austin 0513 23 K amp W Medienservice Gr Informationmanagementv C 00000006 Bukostrasse 1 DE 38820 Halberstadt 03941 9 mercure hotel 00000001 3 rue Caulaincourt FR 75018 Paris 01 4469 _ D 7 data records
187. n NUM 1 amp 0 If you want to edit a new project the editing area L Project Data is first activated and all important main data can be reached If you want to process any existing offer you will be transferred immediately to the area _ Positions The following illustration is the complete menu of Project editing Kee Project editing Project Data exchange Edit Insert Config assistant Extras Language View Help A ae Manual Frequently asked questions User support Program info N Products Licencing Export view Export positions Import positions Free position v Toolbar Free text v Config assistant v Statusbar Send Quote Request Webservice Visual Configuration Send order Webservice View definition Create order file Excel Cut stra X Siemens Copy Strg C v English Paste Strg French Save Delete Entf German Inventory acceptance Numerate Close F Packaging Project information Print Grouping Preview Solutions Microsoft Word Boca Paste text module Strg T Erosa wor Price calculation Eastprint Calculate installation price Leasing offer Refresh prices Online Leasing request Product data refresh Ready Admin NUM 14 08 Revision 2013 12 Visual Project S Toolbar S Configuration Assistant Toolbar New project creation Language Visual Project Users manual 67 The menu Editing in the input area _ Postions can be called fro
188. n the input area Contact Person certain contact persons of the customers prospective buyers can be administered Click on the button Add to create a new contact person for the address A new data record is created and the fields are cleared To delete a contact person mark the entry in the left list and then click on the button Delete An entry is automatically saved with a change within data records or when closing the form On the left of the page all contact persons of the address are displayed in order by name You can change the sorting order by moving another column to the far left Click on a contact person in the list and the associated fields can be edited on the right side of the page The number of entered contact persons is shown in the heading of the register so that the user is informed in every place within the customer administration Visual Project j Salutation text First Lastname Position Decision maker Telephone 1 Private Telephone Salutation text of the contact person Also see Master data First and Surname of the main contact person Position of the contact person A selection list supports the input by the display of all positions used up to date Activate a tick if the person is authorized to make decisions Direct phone number of the contact person The Telephone number is preselected from Master data Private phone number of the contact person Revision 2013 12 Visual P
189. n the user administration other users can be defined and you can build a corresponding hierarchial order of your organisation Revision 2013 12 Visual Project User details S Visual Project Users manual 173 As long as the system administrator doesn t have a password the user administration is deactivated In this case the user is selected as user ADMIN automatically and no registration question is asked when executing the program To activate the registration system create a password for the system administrator in the menu lt Option Change password gt To protect your data you should as soon as possible define the user and enter a password for the user ADMIN otherwise all users can view your data The total user administration with all settings will only be activated by giving a password to the user ADMIN The password can be entered or changed in menu lt QOptions Change password gt see section Change Password A new user does not have to be created in order to allocate a password to the system administrator The password of the system administrator should be kept confidential Therefore note down the password in a way that you are always able to find it but nobody else can User Id The entry of the name which the user is registered with It must be unique with a max of 16 characters shown in the status line Name Complete name of the user it is suggested in the address data as customer advisor If thi
190. n use formulas and references in order to use all Revision 2013 12 Visual Project Creation of a product L Base data Visual Project j Users manual 135 possibilities of Excel Visual Project only takes over the results of the calculations during the import Therefore you obtain the possibility to take over existing Excel product price calculations directly into Visual Project Create a new product by clicking on the button Add The Product Line entry form is opened with the entry areas Base data Prices and Remarks First enter a product number then complete the other fields as required Product line m 4 FR1L30250 F600 A110 gt gt ll Search name Base data oPTIPONT 500 EHTRY ARCTIC Prices Remarks Designation Comments Picture optiPoint 500 entry arctic 8 function keys with LEDs Open listening 2 adjustment keys Wall mounting possible No adapter slots Manufacturer data Manufacturer Manuf no 30250 F600 41 10 Prod group HiPath 3000 Prod category 05 07 2002 x Last data update English German Russian Distinct max 40 digit alphanumeric number for the product This number can only be defined or changed during the creation of a product Product Number Search name Brief name of the product Used only in the internal search and structuring of the data If
191. nd confimed them with OK the selected data of the project file will be imported After having loaded the project file the corresponding project is opened for editing it In case the project had not been existing already a new project with the next project number available is set up After opening this project the project number can be edited Via this menu you have the possibility to send a previously selected project as a project file per e mail Similar to the export and import of a project file you have the possibility to choose which project data is to be sent and whether and into which price types the original prices of the file are to be sent via the selection window data exchange Revision 2013 12 Visual Project General structure Menu functions project editing Visual Project j in Users manual 66 Project editing The project editing of Visual Project gt is actually your working environment Here you edit your offer for your customers or prospective buyers Project editing consists of its own main menu a toolbar a toolbar for the system configuration different input areas and the status line S Project editing Project Dateexchange Edt Insert Config assistart Extras Language View Help wis amm e a S pia feares A System Rew Sraem gt epg A Project deta Positions Product groups Adddtional texts Remark Pos No tty oy Prod Mo Designation Text Morutecturer real Resdy Adm
192. nd the program The status line is divided into certain display fields and visible in every program point Starting from the left there are the following fields Program status Display mode current Program user status of the Num key status of the Shift key status of Insert current Time The field display mode and the field current Program user do not only show the current status but they can also be changed with a Double click On the left side the Program status is shown The wording Ready can be seen if the program is waiting for your entries Otherwise you will see messages and program statuses You can see the name log in name of the user who is presently working with Visual Project in the field Program User For the single user version it is always the system administrator Admin This is the same case as for the network version without activated log in system You can switch the display mode by double click on the field display mode As shown below admin FEST NUM EINFG 1 24AM Double Click Admin Customer FEST ALUM EINFG 11 24 AM If Customer is displayed in this field there is no need for worrying about presenting your offer to the customer on the PC because all purchase prices are masked Look into the product master data you will see that even there all purchase prices are masked The administrator can t be called as long as the status Customer is activated The funct
193. neath the offer between the total net and gross price When printing the offer the wildcard VAT will be replaced by the VAT value and the wildcard VATSUM will be replaced by the total net price If desired those wildcards can be omitted Text for total gross Text for the total price of the price type after price deduction of all rebates and discounts with value added tax appears below the offer The general texts for the offer composition are located in the lower section of the of the window Text for printouts Text for package The text which is pre set as the title when beginning creating offer packages appears as the heading at the beginning of the offer packages Text for package The text pre set as the ending of an offer ending package appears at the end of the offer packages before the package sum Text for group The text pre set as the title when creating offer beginning groups Sub total appears as the heading at the beginning of the offer group Sub total The text for the group beginning can be inserted in to the text for the group ending as wildcard T Text for the group The text pre set as the ending of an offer group Revision 2013 12 Visual Project Visual Project User s manual 57 ending Sub total appears at the end of the offer packages offer groups Sub total Text for alternative Text for alternative position appears as the position heading of the position over the designation Te
194. nt the document to export it into a file or to have a look at the print preview primer ay Hame HP LaserJet 4 Plus Properties ABAS SAAS ie Ali Copies 1 5 C Pages from 1 to 1 Collate Iw Preview Export Cancel If you want to have the print preview displayed on your monitor first select the option Preview In this window you can have a look at all pages of the printout before printing Revision 2013 12 Visual Project User s manual 34 eap ln 1 von 97 gt rb df Price list Group Filter Grading Product number 431003 M1522 B75 431003 M1522 B75 431003 M1522 B79 431003 M1522 B79 431003 M1522 B84 431003 M1522 B84 431003 M1530 B85 431003 M1530 B85 431003 M1531 B75 431003 M1531 B75 431003 M1540 B73 431003 M1540 B73 431003 M1540 B74 431003 M1540 B74 431003 M1540 B74 431003 G3000 B30 All groups No filter activated Product number Upwards 23 10 2002 11 49 58 Name Sales Instruction manual Hicom cordless EM 2 56 Gigaset 2000C pocket german Instruction manual Hiccom cordless EM 2 56 Gigaset 2000C pocket english Instruction manual Hicom cordless EM Gigaset 2000 active German Instruction manual Hicom cordless EM Gigaset 2000 active Englisch Instruction manual Hicom cordless EM Gigaset 3000C German Instruction manual Hicom cordless EM Gigaset 3000C englisch Instruction manual Hicom cordless EM Gigaset 3000 micro german Instruction manual Hicom cordless EM Gigaset 3000
195. ntact on 08 02 2005 12 58 03 Duration 08 02 2005 i Contact to 08 02 2005 call lt Miller Responsible hier SSS 04 06 2004 Tender Miller 04 06 2004 Miller Contact with Gerbal 04 06 2003 Fax Miller Keyword mai gt Document Picture tony Sy i A Product logo Add contact Delete contact 4 Back Next Close Main contact to Outlook Address card Lizenzen Info Cancel E Behind the name of the document there is the symbol for the application which the document is linked with By clicking on the symbol the document will be opened in this application Visual Project Revision 2013 12 Visual Project Users manual 125 Prospective amp Customer administration Address no I4 4 b ll Search name accor HOTELS Base data Additional data 6 Contacts 2 Contact person Remarks Status bate Keyword Reeponsitie Gor conac norman an 08 02 2005 12 58 03 Duration 09 02 2005 Offer John Smith Gert Contact on zO Contact to E 08 02 2005 call lt Miller Gerl Responsible hae 04 06 2004 Tender Miller Sara A a saps Picture bmp Paint SEE Datei Bearbeiten Ansicht Bild Farben ad Close RB ead eR TN Cancel m EE ETEN E ETE PE SCS m Se Klicken Sie im Men Hilfe auf Hilfethemen El In case the file is no longer at the place which is referred to or in case the file is not available this symbol is shown instea
196. nual has to be in the program directory of Visual Project The current manual is also on the installation CD in the directory Documentation or it can be loaded from the internet The name of the documentation is vpxx pdf whereas xx stands for a language abbreviation e g de for German User support Selecting the function lt Help User support gt opens the following window Please contact us in case you have any questions User support Visual Project Internet httowwew wisualproject com e Mail Suppon visualproject de Phone 49 30 2089835 70 Fax 49 30 2089635 11 Mon Thu 9 12 am 1 5 pm Fri 9 am 2 pm Languages German English Here our support details are shown complete address telephone and fax number internet address as well as the e mail address On our internet site you will find the latest information concerning our products Furthermore customers with a maintenance agreement have the possiblity to download the latest program changes and updates If you have any questions or suggestions on the program please contact us via our e mail address Program info With the function lt Help Program info gt the program info window is opened Revision 2013 12 Visual Project Visual Project User s manual 201 r Program information Visual Project Version 3 7 Revision 1 F Database version 3 41 of 28 01 2011 Visual Project Last Update 03 12 2013 Visual Project is a Tra
197. number as well as the e mail address If you click onto the link under homepage you get directly to our internet pages Exits the program completely The symbol for the Service Center is removed from the status area of the taskbar 5 Service Center Visual Project HiCalChlocx 272896 Activex Cortrol 21 06 2007 amp 02 40 HiCall emplate xmi 143019 X 04 08 2005 1051 59 amp HMedOrl ocx 260 096 ActiveX Control 10 09 2006 125240 HPath3000_T est 1 538 444 XML Datei 11 12200 0331 Selection Files Process Registy Logs Took eS 25 Sel ae hy Program directory C Program Fies Visual Project Filename Filesize Filetype Last change Attrbut gt Dats D DataView ocx 401 920 ActiveX Control 20 02 2006 11 31 14 N C Documents DBUpdate dl 1 038 336 Programmbdiothek 06 06 2006 11 45 45 N C Elements DEBUGVP LOG 26 140 Textdokumert 01 02 2008 7 31 54 C Fiche Eg depends Exe 339 456 Anwendung 24 10 1996 18 0000 N Q Projects Documerts Verzeichnis 14122007 1047 57 C Stand dvalues Ji Elemerts Verzeichnis 22 01 2008 121204 3 Suppo fit 332288 Progiammbiitothes 18 01 2006 14 5258 N C Templates FT MDB 3 297 280 Microsoft Dilfice Access Data 19 01 2006 803 18 N 1 Windows directory CO wWindowe E FIT RPT 8704 Crystal Reports 27 10 2003 23226 N E GAP RPT 15 360 Crystal Reports 27 10 2003 38 08 N gdplus di 1 645 320 Progremmb bothek 04 05 2004 11 5240 N T GudeDE pdt 672
198. oject Network Solution with Access via RAS DFU Terminal Server Application Visual Project User s manual 18 for every Client PC You find further information concerning this topic in the chapter Remarks regarding Copy Protection from page 14 When using Visual Project as a network solution an access on the Visual Project database via RAS DFU is possible too The performance parameters correspond with those of the network solution with access via LAN A stable connection with high transfer rate gt 1 MBit should be provided for data access The application of Visual Project is also possible in a terminal server environment For this solution program and data are located on the local hard disc of the terminal server Licencing is done by means of a copy protection at the terminal server where the number of available program licences is stored The number of available program licences determines how many users can use Visual Project on the terminal server at the same time You can use our automatic update service for the network solution at the terminal server in order to install program updates Information concerning this feature can be found in Appendix D Automatic update service for Visual Project on page 228 Working in the slave mode will not be possible if you use Visual Project on a terminal server Revision 2013 12 Visual Project Users manual 19 Program starting ending Start Vis
199. oject All price groups that you have defined and used are shown in the selection list As default the price group is taken from the customer master data After a change in the price group all new products get the price of the set price group of the project Prices of products already available remain unchanged Indicates whether the value added tax will be shown on the printout The default is taken from the customer master data If the delivery address for the project differs from the recipient of the quotation The delivery address will be printed below the total sum of the quotation above the epilogue Address1 Address2 Street PO box Country ZIP code City 1 address line of delivery address 2 address line of the delivery address Street and house number or PO box of the delivery address Country code and a max 6 digit ZIP code of the delivery address City Place of the delivery address The statistics data can be evaluated in the analysis module of Visual Project see also the section Analysis It serves for example for the calculation of the offer potential the business control or the limitation of the evaluation Status Object Tender public Order probability Please enter a status for the condition of the project i e Quotation order A status once entered by you will be automatically entered into the selection list and then be at your disposal for further entry Unlimited entry of a proje
200. ok tasks can be found in the chapter Outlook tasks on page 150 ProjectNumber 20020004 HiPath 4000 20020005 HiPath 3000 Go to Go to project In this selection window there are all projects listed which belong to this customer Via the button gt Go to you can branch the selected project Revision 2013 12 Visual Project L Contacts Visual Project j Users manual 122 Prospective amp Customer administration Address no 4 gt bll Search name accor HOTELS Base data Additional data 6 Contacts 2 Contact person Remarks Status Responsible Coni Contact information 08 02 2005 12 54 20 Duration 09 02 2005 Offer John Smith j Contact on 08 02 2005 mail gt Miller Contact to 08 02 2005 ean RT AR 04 06 2004 Tender Miller E 04 06 2004 Offer Miller Erm bats 04 06 2003 Fax Miller Keyword Document He asked for additional information about Add contact Delete contact 4 Back Next Close Main contact to Outlook Address card Lizenzen gt Info Cancel In the input area Contacts all contacts with the customers and prospective buyers can be administered Click on the button Add Contact to create a new contact in the address A new data record is created and the fields are cleared To delete a contact mark the entry in the left list and then click on the button Delete contact A contact is automatically saved with the change within data records or when clo
201. okales System Ba Telnet Ermdg cht ei Manuel Lokales System Sy Teleforve Bietet Telefo Manuel Lokales System ip TCP IP NetB105 Hi Ermdgicht di Gestar Automatisch Lokaler Dienst Sa Taskplaner Erm g cht ei Gestar Automatisch Lokales System Rp Systemwnederherst Pihet System Gester Automatisch Lokales System Ba Systemersignisbena Yerfokt Syst Gestar Automatisch Lokales System 8 SSOP Suchdienst Aktiviert die Gestar Manuel Lokaler Dienst By Smartcard Hifsprog Ermdgicht di Manuel Lokaler Dienst SE Smartcard Yerwaitet de Manuel Lokaler Dienst Bp Sezungs Manager fF Yerwaltet un Manuel Lokales System Be Sicherherskonteny Spaichert Sie Gester Automatisch Lokales System fy Shelhardwareerken Gestar Automatisch Lokales System Ro Server Unterst tzt D Gestar Automatisch Lokales Svstem ba Erweitert A Standard Bald bmp Paint M Open Services in the System Control M Click on the service VP Update Service and then in the menu Action on Start The Update Service is now active M For setting up the Update Service double click the file VPUpdateService exe in the Visual Project program directory Update Service Visual Project Testhime every day M Set the desired time for starting the update service and click on OK The update service is now started daily at the defined time 45 seconds In the Event Viewer under administration in the system
202. omer administration Prospective amp Customer administration Address no I4 4 cooo0001 gt ll Search name RABER amp co Base data Additional data Contacts 0 Contact person Remarks Status pae kemea Renee on Cote mO a purati 38 01 2003 call e Miller Contact on 28 01 2003 09 54 04 Duration 24 01 2003 call lt Administrator Rabe Contact to fo 23 01 2003 Miller 1 Responsible utter 14 10 2002 Offer Miller Rabg Contact with Raser SOOtO CS S 03 09 2002 visi Miller acest anal d Keyword eal amp Document il x 03 07 2002 Miller He wanted additional information to the mail offer Main contact to Outlook Address card When creating customer contacts via CTI the data concerning contact start end of contact responsible person and contact partner is entered automatically Furthermore the duration of the call is recorded The keyword is preset with call gt for outgoing and call for incoming calls Except for the duration of the call all entries can be changed afterwards You also find further information concerning contact entries in the chapter Prospective Buyers Customers Revision 2013 12 Visual Project S Visual Project Users manual 192 The menu option CTl settings is only available in connection with the CTl module Outlook Settings Via the m
203. opicality of the single products The following values are possible e NEW if it is a new product e AMENDED if the product data has been changed e MISSING if it is a product which is available in the product master data but doesn t exist in the supplier database e no mark if the product data are the same as the product master data As long as no data has been transfered all data records are marked with NEW Later on only products not available in your database will be marked with NEW The list can be viewed to obtain an idea of the products and which product data is provided by the supplier Scroll vertically or horizontally with the help of the scroll bars A Product pricing Siemens ICN Products Indirect Channel France Transfer options NEV AMENDED Take over C Programmeisual Project DatalyPINST supplier SIEMENS Product line L30252 F600 4652 L30252 F600 4652 Siemens L30252 F600 4653 L30252 F600 4653 Siemens L30252 F600 4654 L30252 F600 4654 Siemens L30252 U600 414 L30252 U600 414 Siemens L30252 U600 4162 L30252 U600 4162 Siemens L30252 U600 416 L30252 U600 416 Siemens L30252 U600 419 L30252 U600 419 Siemens L30252 U600 431 L30252 U600 431 Siemens L30252 U600 420 L30252 U600 420 Siemens L30252 F600 4576 L30252 F600 4576 Siemens L30252 U600 420 L30252 U600 420 Siemens L30252 U600 4254 L30252 U600 4254 Siemens L30252 U600 425 L30252 U600 425 Siemens L30252 U600 4261 L30252 U600 4261 Siem
204. or products without category 100 00 yon os reer Revision 2013 12 Visual Project Price categories Price factor for products without category Price Calculation Visual Project User s manual 144 The price categories are read in from the corresponding suppliers database and have a standard price factor of 100 In the column price factor the individual rebates agreed on with the supplier can be entered in order to generate the rebated supplier price real purchase price If for instance you get a rebate of 20 on the supplier list price from your supplier a value of 80 has to be entered in the column price factor An factor for calculation of Supplier price w disc for products without price category can be entered here New By clicking on New you can define a new price category for the selected supplier Delete Enables deletion of existing price categories Read in Via the button Read in it is possible to read in your individual purchase rebates from an Excel table which is provided by your supplier Dealer Starting price Target price Factor 4 Dec Purchase 100 000 24 y Purchase Sales 135 000 2 Sales installation 10 000 2H lw Sales Maintenance 1000 25 lw Sales Rent 1 year 6 300 24 i Sales v Rent 3 year aso 2i we Sales Rent 5 year 3 300 2H Here you determine for each price group def
205. or the linkage you can invoke the document at any time directly in the associated contact entry The template on whose basis the Word document is created can contain special wildcards These will be replaced by the corresponding fields out of the customer internet address during the creation of the Word document An outline of all wildcards which can be used here is found in Appendix B of the Manual Automatic creation of By means of the CTI module contact entries can be created contacts Visual Project P automatically in case of both incoming calls of customers and outgoing calls You find further information concerning this topic in the paragraph CTl Settings of this Manual Revision 2013 12 Visual Project ed Contact Person User s manual 127 r Prospective amp Customer administration ACCOR HOTELS Status Address no gt bll Search name 2 Contact person Additional data Base data 3 Contacts Remarks Information Salutation text Dear Mr First Lastname Pascal caron ts Position Service Decision maker Telephone lowsozs200 12 i d Priv telephone 0o Mobile telephone a Fax 01740252600 E mail address Pascal Caron accorhoteis com Position Telephone1 01 4025200 12 Manager 01 4025200 11 Contact person lt Back Next gt Close Cancel Contact to Outlook Address card Lizenzen gt gt Info I
206. ow with YES Safety Check E3 2 Are you sure that you like to delete data records Yez The data records will be deleted Several consecutive data records can be deleted by clicking on the first data record and then with the Shift key depressed click on the last data record The background of the highlighted data records will become blue Highlight several data records with a click and the key pressed down In special cases Visual Project will reject to delete some data records as important information in other data records will be lost Yisual Project Ea G Data record cannot be deleted since other data records refer to it OF Revision 2013 12 Visual Project Users manual 32 a ori If you own the module external interface of Visual Project you can Sree export the data records of most selection windows directly into a Microsoft Excel file You can find the button for the export either __________ directly on the selection window or in the submenu of the Ex Import Export excel file View Button Give a name for the export and confirm with OK Data export El El Save irn E3 Visual Project 4 resp Save as type Excel files xls Cancel All visible data records and all visible information categories of the selection window will be exported Select certain information by setting the filter or define from the views C
207. p client in the window The designation for the new client is preset with New client However this designation can be changed if necessary Linking a Microsoft SQL Server Database When setting up a new SQL Server database the tables which are necessary for working with Visual Project will be set up in an existing SQL Server file Therefore before setting up the database with Visual Project you should set up an SQL Server database with the Microsoft Enterprise Manager SQL Server 2000 respectively with the Microsoft Management Studio SQL Server 2005 if it does not exist Revision 2013 12 Visual Project Users manual 184 already If there are tables already in an existing SQL Server file those tables will be deleted when setting up a new Visual Project database If you want to set up a new SQL Server database do the following steps one after another Merge data base f generate new Access database C existing Access Database C existing SQL Server database Cancel OK VM Press the button New in the Client Selection I Choose the option generate new SQL Server database and click on OK Server W Use Trusted Con SEPVERON Cancel SERYWEROUU Login ID SERYERUOS Help TEST12 Password Options gt M Inthe window SQL Server Login under Server enter the name of the SQL Server where your database is located The server name can be entered in form of SERVERNAME instancena
208. pL Ley ze ee f ou SUOUd juetudinbe soo 80000000 uosuyor suyo Jayo 000p UEdIH rAr TA C00z O S 0202292 ook Ozoz sz OOL 070Z2 SZ N E unsny 9 0H ETEEN unsny 1910H __ 40000000 Jo e BZUE SUOD 19H40 000 UEdIH goog zo gL 00c E0 81 69 99 OOL 69 SS sy sige 00L 69 SS sth ae SVONAOSZE yu wd nbg 000E Wed H 13H40 01000000 Jake zuejsuog JBHO BONO 3 OG WIH 2007 CLG 00Z LO 9L G2 S09 8SZ OOL g2 S09 esz 00L amp 2 909 89Z QUOUgOSsZBIQ W SAS UOHESIUNWLUOD MAN 60000000 uonjezyeay jenuazod 1840 JIqeqoi gan eBA aAnejoy jay unjoA Jauojsny yosloig d ECiLZiYL COOZ ZO BL IY Jpuuey s jeg 00 03 0 wouy Aynaqeqold sajeulpiogns pue s ysnpul y Ssauisng jo sul yna 00 666 666 666 03 YNI 00 0 Wo4 S WNJOA JOalO1d HY yalqo yelo1g 007 0 8L 9 FOOZ LOLO Woy UOIJEZIJEOY thd isnjeys Se yeUuIpJogns pue Vv 7seoAojduig euajod 19O 2013 12 ision Rev Visual Project j Visual Project Product group division Visual Project Users manual 155 Product group division The statistic function product group division provides a summary of the turnover distribution according to manufacturers and product groups With the selection of the product group division the field Realization time frame is preset from 01 01 of the current year to the current system date After completion of the criteria for the analysis start the analysis by actuation of the button Execute Revision 2013 12 Visual Projec
209. page 101 In the so called slave mode of the network version the common data can be processed even without network access By means of this function you are able to work at offers offline for example at the customer s site In the chapter Master Slave Mode on page 194 you find further information concerning this feature The external interface of Visual Project provides you with extensive export and import functions At different parts in the program you can export data to Excel in an easy and uncomplicated way Product and customer data can be imported into Visual Project out of an Excel table Please do also read the chapters Projects from page 58 Prospective Buyers Customers from page 101 and Products from page 131 By means of the external interface Visual Project also provides you with an interface to Microsoft Outlook as an efficient COM Add In solution You have the possibility to administer your resubmissions as Outlook tasks to export addresses and contact partners from Visual Project to Outlook and to import Outlook contacts to Visual Project Further information can be found in the chapters Outlook Tasks on page 150 Outlook Settings on page 192 and MS Outlook on page 212 The document administration enables you to store links to corresponding documents in the customer prospective customer administration Each entry in the contact history of a customer or prospective customer can contain a link to an
210. pressed in succession one after the other Program names section names and certain descriptions are written in italics Names of fields within the text are printed in quotation marks or with bold fond Revision 2013 12 Visual Project VM Execute S p XXX L Register HH E e Pa FE 4 lalt Visual Project Users manual 3 Gradual step by step procedure is indicated by this symbol Instructions and symbols which will perform certain actions are printed in bold italics See page xxx Further information on the topic can be found there Subfunction or input area which is shown as a filing card register The register card can be activated by clicking on the corresponding entry or use of the corresponding hot key i e the Alt key and the key whose letter is underlined on the register card have to be pressed Jumping from one register to the other can be done with or or arrow keys e or gt Jumping within one register card can be done with Tab or Symbols A selection list opens when this button is depressed The list enables the transfer of data into the corresponding field A direct entry into the field is also possible Presettings can be edited in the selection window A selection list opens when this button is depressed The list enables the transfer of data into the corresponding field A direct entry into the field is not possible Presettings can be edited in the se
211. puter y Program name UserAccountContralSettings Verified publisher Microsoft Windows Show details MI Confirm the message with Yes M Restart your computer afterwards for the change to take effect M After rebooting you can install Visual Project as described in the installation instructions After you install you should go back to the UAC and turn it on again Installation Setup The installation assistant will be installed for a short time Visual Project Setup is preparing the InstallShield Wizard which will guide you through the rest of the setup process Please wait LITT TTT Revision 2013 12 Visual Project Visual Project User s manual 10 ball ioi Visual Project Visual Project Setup Welcome to Visual Project Setup This program will install Visual Project on your computer It is strongly recommended that you exit all Windows programs before running this Setup program cmo vi The above welcome window will be shown on the screen after the installation assistant had been activated Click on Next to continue The setup can be closed at any time with Cancel With Next the next installation step is performed a ioi Visual Project isual Project Setup License Agreement Please read the following license agreement carefully Press the PAGE DOWN key to see the rest of the agreement This End User License Agreement is made between you and t
212. r number Lock note Deleting note Employees Annual Turnover Stock Capital Tax ID Manufacturer System Digital Trunk line Analogue Trunk line number This is for example an advantage if working with sales order processing or financial bookkeeping accountancy and if it is desired to co ordinate the customer data By special Visual Project interfaces with other programs this field is updated automatically Unrestricted allocation of a note of non negotiability to a customer e g collection bankruptcy stop of delivery etc The field has informative character and can be used for search of addresses A selection list supports the input by display of all entries in the addresses used up to date Activate the tick if the delete remark is desired e g for dormant customers The addresses with the delete remark can then easily be filtered and if necessary deleted Number of employees of the customer Information field for annual turnover of the customer Information field for stock capital of the customer Information field for the Tax ID of the customer Telephone system manufacturer of the customers prospective buyers A selection list supports the input by display of all entries up to date Telephone system of the customer prospective buyer A selection list supports the input by display of all entries up to date The field is dependent on the manufacturer Digital exchange connections of the
213. r digital Subscriber analogue Contract type Contract number System price Contract end PARK file from REGEN file from SES file from BAV file from Digital outside lines of the telephone system Analogue outside lines of the telephone system Digital participant lines of the telephone system Analogue participant lines of the telephone system Contract type of the telephone system e g rent purchase leasing etc A selection list supports the entry by showing all entries used up to date in the systems of the projects available Number of contract for the telephone system Price of the complete telecommunication system End of contract date of expiration Date of the corresponding stock file park file contains efficiency characteristics from the system at the time of its purchase Date of the corresponding partial regeneration file regen file contains stock data directly from the system Date of the corresponding order file for SAP of Unify Date of the corresponding file for ordering process system of Unify BAV file Loads the file Saves the file Revision 2013 12 Visual Project Location Start the configuration assistant EA Visual Project j Users manual 74 Opens the file All systems A HiPath 3000 Address 1 dics iia Address 2 Street PO box City Telephone Reference note Base data Details Add Delete Ad
214. r is at your disposal only if you own the S document administration of Visual Project Ex Import Via this button you are able to export addresses into Outlook or Excel and to import addresses from an Excel table into Visual Project Outlook Export main Here you can export the main contact person of all customers and contact person prospective buyers shown to you in the selection mask as contacts into Outlook Just click on the button Outlook Export main contact person A contact in Outlook will be created for each main contact person of each customer and prospective buyer Outlook Export If you want to create a contact in Outlook for each contact person of each customer and prospective buyer then choose the option Outlook Export A contact in Outlook will be set up for the main contact person as well as for all further contact persons of each customer and prospective buyer Company ACCOR HOTELS 3 items E Pascal Caron Service ACCOR HOTELS Caron Pascal FE Philippe Serbal general Man ACCOR HOTELS Gerbal E Marc Smith Manager ACCOR HOTELS Smith Marc E Martin Smith ACTIVE COMMUN Smith OS esre SEUTA A MST AL t3 ikenet In Outlook you can branch out of the set up contacts via the button Visual Project into the corresponding customer in Visual Project If you press the button Outlook Export again you can synchronize changes which you made in Visual Project with your Outlook contacts Any changes you made in the V
215. r remove clients change between single clients and determine the directory for automatic updates Revision 2013 12 Visual Project Update Directory Clients Change Clients Delete Clients User s manual 179 amp Client Selection Please select the directory for update programs Update directory C Program Files Visual ProjectDatat PINSTY MV Show this dialog on every start New Delete Reorganization Info Take over Here you can determine the directory for automatic program updates During the automatic download of program updates the files for the installation will be stored in this directory If it should be necessary to access program updates manually in the internet copy the self extracting installation file into this directory After every start of Visual Project the update directory will be searched for latest updates and if necessary an update installation will be carried out automatically Read also the chapter Program and Data Updates After the installation of Visual Project there is no client in the client administration Therefore you will be asked after the first start of the program to link a database as a client On the following pages you find further information about the creation of clients and the linking of databases M Incase you wish to change the client select the desired client and click on Take over Visual Project makes a new start with the desired client M Select
216. r worksheet can be printed on the standard printer without special formatting and without customer data The printout looks essentially the same as on the screen The offer number the designation and the name of the view scheme will be printed as well All entered data can be saved for later access or processing To Save select the menu item lt Project Save gt or the Save icon from the icon bar With the help of the menu lt Data Exchange Export view gt you can export the offer worksheet Register Positions with all its visible columns and lines into Excel To do this mention the Excel Version as well as the path and the file name for the export in the dialogue Export Data The project positions can be exported into the Visual Project import format see below This can for example be very useful if you want to set up import templates for similar projects If you want to do this choose the menu option lt Data Exchange Export Positions gt and insert the Excel version the path and the filename for the export in the on screen dialog box With the help of the menu lt Data Exchange Import gt you have the possibility to load project details from an Excel table into the project In the program directory of Visual Project j you find an example of an Excel table for the import of project details into Visual Project The file is named ImportProjectDetails xls and consists of 2 sheets The sheet ImportProjectDetails contains al
217. rent date is preselected Quantity Quantity of the product The quantity 1 is preselected Product number Product number of the component Description Brief name of the product Manufacturer Manufacturer of the product A selection list supports the input by displaying all manufacturers entered in the addresses up to date Group Product Group A selection list supports the input by displaying all registered product groups in the addresses up to date Category Category of the product A selection list supports the input by displaying all registered categories in the addresses up to date Contract number Number of the contract Applicable to the system Contract end Contract end of the component Statistics Activate a tick if evaluation of the customer data using different criteria is desired All or only the components with statistics can be included in the statistical evaluation statistical product evaluations are not yet available in Visual Project C Prices The Prices register contains fields for all used price types in Visual Project Enter the definite customer prices This field is automatically filled in when data is extracted from projects Enter only the prices which form or have formed the basis of your invoicing C Text In the register Text the current long texts for the products with reference to the delivery date or special remarks and information of the products can be deposited e g for the
218. rent product data of various suppliers and create hereby your own pricing Using our efficient quotation methods you can make competitive and tailor made offers which can then be assigned to the customers and prospective buyers Special efforts were made to make the layout of the quotation flexible This enables you to insert a product and a blank at any spot create packages or use pre defined text modules Even discounts on each single price type of the products and product groups are possible as well as a retrospective project calculation The quotations can be changed in any way and at any time in order to provide maximum flexibility for the layout Created quotations can be put into a resubmission list so that an optimal project supervision is possible Writing an offer will be accomplished by the highly efficient and fully integrative Add On Visual Project Configuration Visual Project Configuration is a configuration tool by which single components of telecommunications and information technology systems can be compiled to an optimum solution By means of this tool complex systems can be projected within a very short time on a graphical user interface The configuration results or product data can be taken over into your Visual Project offer automatically A latest leasing offer can be created with the leasing tool by just pressing one button Furthermore it offers analysis and statistics possibilities which are efficient and eas
219. roduct manufacturers and product group you can also select the price group if desired All prices displayed in the table as well as prices of the price list refer to the selected price group Price list print Different price lists can be printed with the button Price list Visual Project Revision 2013 12 Visual Project Visual Project j Users manual 132 Options Price type Purchase Language English Description wf Select one of your price types in use from the selection list Price type e g sales price for sales price list If necessary one of the language versions for the printout can be selected in the field Language When a short list is to be printed remove the tick in the field Description otherwise the products are printed with the complete description Only those products are printed which are displayed in the product survey see filter and special filter The collating method of the list corresponds to the collating method of the product survey Prices according to the chosen price group will be printed in the product survey Revision 2013 12 Visual Project Users manual 133 Price list Group All groups Filter No filter activated Grading Product number Upwards 2 17 2003 10 37 28AM Pn OTT NAS O OOOO i FR1A31003 G2121 EIC Code Hicom cordless system no 5 50 FR1A31003 G3000 Documentation optiset E language independent 0 11 for optiset E entry basic standard comfort
220. roducts Product number Prologue Epilogue Product designation Product comments Assembly time Product pictures Delete missing products Create import protocol Defines if and how the product number will be produced during the transfer into the product master data Maximum of 4 successive characters that are added in front of the manufacturers product number to produce a unique product number If the field remains empty the manufacturer s product number is selected as the product number Maximum of 4 successive characters that are added at the end of the manufacturer s product number to produce a unique product number If the field remains empty the manufacturer s product number is selected as the product number Defines if the short text of the product is to be transferred Defines if the long text of the product is to be transferred Defines whether you want to take over the assembly times of the products Determines whether you want to take over existing product images of the supplier Determines whether you want to delete products from the product master data which are missing in the supplier database Determines whether you want to create a protocol file in Excel Format about the imported products In this file the imported product data for each supplier is recorded You can find the protocol files in the folder Logs in the database directory of Visual Project The file name shows the update of
221. roject Contact to Outlook L Remarks Visual Project User s manual 128 Mobile Telephone Fax e Mail Address Notes Photo Hen Delete Mobile phone number of the contact person Direct fax number of the contact person The fax number is preselected from Master data e Mail Address of the contact person Brief information regarding the contact person max of 255 characters eg birthday Here you can insert a photograph of a contact partner As soon as you click into the empty field with the right mouse button you get the displayed menu When you click on New you can choose an existing image file on your PC After the takeover the selected picture will be shown The image file is saved in the sub directory Photos in the database directory of Visual Project The file name has the following structure 99999999 9 XXX 99999999 Address Number 9 Contact ID XXX File Name Extension The image of your contact partner can be removed by clicking with the right mouse button onto the picture and selecting Delete afterwards Hereby the file in the directory Photos is deleted You can set up a contact in Outlook for every contact person of your customer in the same way as for the main contact person under L Base data Click on the button Contact to Outlook In this input section as much additional information as you like regarding the customers prospective buyers can be entered Revis
222. roject Se Visual Project User s manual 43 The right for creating editing or deleting texts in the text modul administration can be allocated user dependent in the Network version Further information can be found in the chapter User rights from page 175 Revision 2013 12 Visual Project L Company data Visual Project j Company data Users manual 44 In the company data important individual pre settings which were entered will have an effect on various functions of the whole program The form can be opened through lt Master data company data gt It is divided into the following entry areas Edit default settings E Company data Printout Database Street address Company logo Address 1 WorldTel Address 2 Foxen and more Tel e E Street 5307 victoria Avenue ZIP Code us sesz7 City Huntsville Country united states of america Communication Presettings Telephone Phone 0205430 1083 Currency USD Fax Fax 0205430 6075 Company s average wage ooouso E mail address finfo gobal worldtel com E Check Reminder on program start E Internet address www global worldtel com P Settings regarding your company Address1 1 Line of your company name correspondence Address2 2 Line of your company name in correspondence Address of your company The country abbreviation and the ZIP code of your company s place of business The country
223. roject User s manual 212 Interfaces to other programs Branch from Outlook Visual Project j MS Outlook Since Microsoft Outlook is the mostly used tool for the administration of appointments contacts tasks and e mail messages Visual Project provides a convenient interface to Microsoft Outlook Via Visual Project it is possible to administer your resubmissions as Outlook tasks to export addresses and contact partners from Visual Project to Outlook and to import Outlook contacts to Visual Project Read also the paragraphs Prospective Buyers Customers Outlook Tasks and Outlook Seitings of the Manual AY PLO LVI OME MALI Company CENTRAL HOSPITAL 3 items re Judith Meyer Managing Dir CENTRAL HOSPI Meyer Judith FE Marc Shoemaker CENTRAL HOSPI Shoemaker FE Jonathan Smith Manager CENTRAL HOSPI Smith Jonathan 7 seman CRAZFOPHOMF f1 item From Microsoft Outlook you can link to the address of a customer or prospective buyer of Visual Project if this address had been exported from Visual Project to Outlook previously You find further information concerning the export of addresses to Outlook in the paragraph Prospective Buyers Customers from page 101 You can check whether your Outlook contact already contains a link to Visual Project Open the contact and choose the tab All Fields EE Jonathan Smith Contact i File Edit View Insert Format Tools Actions Help i K Visual
224. roject administration of Visual Project you can branch via this button directly in the corresponding project or in the customer of Visual Project In the same way as for the internal resubmission the icon for the Outlook Tasks is provided with a green tick when the resubmission is being edited and no resubmission appointments are currently running Outlook The icon for the Outlook Tasks is provided with a red exclamation a mark when the resubmission appointments are currently due or overdue Outlook Visual Project Revision 2013 12 Visual Project Users manual 152 Analysis i The function can be found at lt Edit Analysis gt in the Visual Project Management Center or invoked by the fast start button Analysis Analysis and statistics E valuation Offer potential Employee filter Employees All V and subordinates Project filter Realization from 29 01 2003 to 26 02 2003 Project volumes from 0 00 EUR to 999 999 999 00 EUR Probability from 0 z to 100 Status All Project object All Address filter Line of business All Industries V and subordinates Sales channel All T Product fitter with statistics v In the mask shown with the start of the analysis and statistics module of Visual Project it is possible to influence the type and the content of the analysis by selection or insertion of different criteria
225. rt and opened if necessary Edit default settings E E Company data Print out Database Print font Arial x Text of sender World Tel 35857 Huntsville 5307 Victoria Avenue Print company header E Printing options Upper margin 10 3 Left margin 2 0 5 Print pos page 2 end 0 0K Lower margin 1 0 Right margin 1 0 Number of copies o All necessary settings for your printouts are made here Print font With the help of the selection list select a font available on your system We recommend Arial or Times New Roman With other fonts it might be possible that not enough space is found in the allocated area of the forms and therefore will partly be cut To ensure the processing of international fonts this font is used for all printouts and as font for all text input fields in Visual Project In the menu lt Master data Settings Languages gt you can define separate fonts for up to 3 languages that are required in Visual Project These fonts are used for offer texts and product texts View window text Text which will be printed on the quotations in the size of 6 cpi above the addressee so that the sender appears in the window of an envelope Print Company If this box is ticked your company s address Revision 2013 12 Visual Project Printing area L Database Visual Project User s header Upper margin Lower margin Left margin Right margin Print pos Page 2
226. rt the analysis by actuation of the button Execute The result can be seen in the following image Visual Project Revision 2013 12 163 User s manual I Project Visua zik ebeg SE 9LYZSh n S et l ee uojesodsoog 000E YEd H 002 01 SO ZLeSz Le SOLISNPU Iy aeaunwwog Ay adosn3 89YO 90000000 00z 60 L0 000p WEdIH 00Z 01 Sz LL 08 Sz s uysnpuj y ugsny 40H ugsny J3J0H z oo0000 00Z 01 Z0 a i G J004 000p WEdIH 00Z 01 LE ZL ELI SG S LYSNPY jiy JEON Ja USQ IED 11000000 00Z OL LO TapIO Sp SZ7Z Leb i ay a ee ae ane os 000p UiEd H 00Z 01 10 oe z9z el S LISNpy Ily unsny s10H unsny a 0H 40000000 002 60 L0 Hi suonnng jeuysnpuy 000 YWEd H 002 01 S0 00 OLS LE SOLISNPU ou SSBooNS BUIYD 8940 80000000 002 6001 Bunnsuog 000 YEdIH 00201 Sz 00 289 9 Ayeseueb sj amp oH OD 9 Jeqey JB AQUUBH 29YO 60000000 00 60 c JBANODUB SHO k 000p WEdIH 00z OL ZZ Gi 998 7z s snpul y uoydo zeIg uonuaxg 000p Wed H OLo00000 00z 60 0 PEITTO y fqo yoafoig ou jeusazu uUoOgezIJe y 1810 pueg ss uisnq jo our 4Jawoysng uoneubiseag ou yoa 01g aa EZ LL 60 00z 01 80 OOF 0 0 Woy Ageqosd lw JauUeYd sajes YNI 00 666 666 666 9 YNI 00 0 Woy SOWINIJOA y3fold S JEUIPIOGgNsS pue s uzsnpul iiy ss ursnq zo aul 007 OL LE 0 CO0Z OL LO Woy suonezyeay Iy algo y lold s zeuipsoqns pue yyws s s ojdw3 M IAI
227. s Visual Project j Users manual 111 To create new customer prospective buyers select the button Add The form Prospective buyers and customer administration opens showing the input areas Visual Project recommends a free address number Confirm the number or type in an 8 digit distinct address number If the number is already allocated a message is displayed After this all entry fields are cleared or pre set and the entry of the address data can begin r Prospective amp Customer administration Address no I4 4 00565438 gt gt Search name ACCOR HOTELS Base data Additional data 3 Contacts 2 Contact person Remarks Status Street address Address 1 Main contact person Accor hotels Salutation text Monsieur First Lastname Philippe Gerbal Address 2 Address 3 P Position General Manager st Street 163 avenue de Cichy 8 8 8 Decision maker Country ZIP FR 75017 Telephone lov4o2s20200 A City Paris t i S Priv telephone 01 Postal address Mobile telephone StreetPO box Fax 01740252600 Country ZIP FR A E mail address Philippe Gerbal accorhotels com E City Notes Country details Country code 33 France r State lile de France Communication Telephone 01740252000 i Internet http www accorhotels com l l Cust consultant k Next gt Close Main contact to Outlook Address card Lizenzen gt
228. s data selected to be taken over can differ from the displayed list You determine by downloading the data via the wizard for products update which suppliers data is available to you See also the Chapter Products update wizard from page 205 of the Manual Only the data of one supplier can be read at a time The take over of data of several suppliers has to be carried out one after another The transfer of new or changed products is predefined The products to be transferred can also be selected by choosing an entry from the selection list on the left of the button Take over Available is ALL AMENDED NEW AMENDED or SELECT If SELECTED is chosen define the product for transfer by marking it Highlight several products by clicking on the first product then keeping the Shift key depressed and clicking on the last product The selected products are then underlayed in blue Several products can be marked through clicking on the products with key pressed The number of the products selected for the transfer is displayed in the left window Revision 2013 12 Visual Project Transfer options Visual Project j User s manual 143 Transfer options Supplier Siemens COM Company Supplier Currency 1 EUR 1 EuR Exchange rate Determine price categories 3 Starting price Target price Factor Dec a i V Suppl price w dis Purchase 100 000 2 Iw Sales v Rent 3 3 300 2 KILASRIL
229. s field contains an entry then it appears for the respective user in the sender address of the offer Department Entry of the department of the user informative Location Place of the user e g area informative Telephone Telephone number of the user If this field contains an entry then it appears for the respective user in the sender address of the offer Fax Fax number of the user This entry appears for the respective user in the sender address of the offer E Mail E mail address of the user If this field contains an entry then it will be printed in the sender address of the offer In case you work with Outlook tasks please ensure that for all users the e mail address of the user is entered in the field Mail Via the e mail address of the respective user can be found out whether the active Outlook Session belongs to the registered user of Visual Project If the entry of the e mail address in the user administration is missing Revision 2013 12 Visual Project Instruction buttons Visual Project User s manual 174 the tasks cannot be assigned to the users properly Access denied A user s program access can be locked here without deleting the user details by clicking on the empty field A second click cancels the lock The field Access denied is also ticked if a user logged out into the Slave Mode Additionally the word logout in red letters and a Slave ID will be shown on the left next to the field
230. s 5 ae Projects bees 5 Templates l F E Ea Wein Media Planer concel_ M Choose the directory in which the projects are to be archived and confirm with OK Project data being saved _ While archiving a window of the action in progress is shown Each project to be archived is stored as a vpp file in the directory mentioned Visual Project Revision 2013 12 Visual Project Project exchange Save project file Visual Project j Users manual 62 isual Project e o X aa i 3 projects were archived in directory C Program FilesVisual Project As soon as all projects have been archived a success message is shown Safety Check Before deleting the archived projects a safety check appears As soon as you click on Yes the projects are removed from the project administration When clicking onto this button you will find several possibilities for exporting and importing your project data These possibilities enable the data alignment of several Visual Project databases Select a project and choose one of the desired functions afterwards With this function you can save a project from Visual Project as a separate file vpp Before saving a selection window appears where you can determine options for exporting Revision 2013 12 Visual Project Project data Visual Project j Users manual 63 Project exchange Export Project data Projec
231. s of Netviewer An active internet connection is the only thing that is necessary Every session is secured by an individually generated connection number In that way it is ensured that only our support staff can see your screen content M If our support staff ask you choose the menu option Online Support in order to start the Netviewer Revision 2013 12 Visual Project Visual Project j Users manual 202 G netviewer one2meet Start session Please enter the access data provided by your moderator Session number Your name manfred peters Connect MI Then you receive the connection number for the Netviewer session Enter this number into the field Session number C5 netviewer K_ W Medienservice GmbH E Your screen content is about to be transferred Notice Session being recorded You can use the Application selection beforehand to choose the applications to be transferred Never ask me again MI A Netviewer message appears in which you will be asked whether your screen content should be transferred Confirm this message with Yes Our support staff will explain all further steps on the phone Wizard for program updates The Wizard for program updates shows if new program updates are available for Visual Project It can be called manually by selecting the function lt Help Wizard for program updates gt However normally the wizard for program updates is called automatically
232. s of the table You can change the description of the tax class and the tax class itself in the corresponding named columns Visual Project Revision 2013 12 Visual Project Visual Project User s manual 53 Language The function will be opened through lt Master data Settings Language gt in the Visual Project Management Center Language code me ee e e aao English en ne Greektel Englizhten spanishles Frenchttr Raliantit Russiant ru Close Visual Project can administer up to 3 language variations for product texts and offers The language can be selected from a list This list contains the name of the language as well as the two digit language characteristic according to ISO standard The designation of the language serves only for the designation of the language in the program You determine whether you really want to use a language by ticking the column In use in front of the designation In case you do not wish to use any language variations simply do not tick any box Therefore you do not get any selection list for languages during the course of the program With font you define the font type which you want to use for product texts or language dependent texts in offers Language variations are supported by Visual Project to maintain short and long texts in the product master data when selecting products with the administrator respectively via the Products update wizard and when print
233. s selected from project data this date will be the date of the transfer If no delivery date were entered the current date is registered as date of the inventory transfer Make sure once again the details of all entries are correct and click on the button Yes to transfer the products Safety Check E x vA Should the 15 selected products be transfered into the customer stock at the delivery date 1 30 2003 If you take over the project positions into the stock of a prospective E buyer the mark customer is entered in the prospective buyer s address See also under Prospective Buyers Customers from page 101 Display Solutions Via the menu option lt Extras Solutions gt or the symbol Display i Solutions you can call detailled information about suppliers and their solutions which are provided in Visual Project Further information can also be found in the paragraph Solutions on page 170 of this manual Closing the Offer Through the menu item lt Project Close gt or the Close icon from the icon bar project processing can be ended and you are returned to the Visual Project Management Center If the data has not been saved yet the following prompt window is shown asking if you want to save data isual Project Eo x C Save project data Leasing Offer Through the menu item lt Project Leasing offer gt the calculation mask of the leasing module of Visual Project is opened The leasing module
234. s to be imported in this sheet On the DescriptionEN sheet and the DescriptionFR sheet a description of the column names supported by Visual Project with data type standard value description and value range can be found Every arbitrary Excel table can also be used for the import of products Prerequiste for the import is the existence of a sheet named Products and at least the column ProductNumber Simply re name the corresponding Excel sheet into Products and fill the column with the product number in the 1 row with the name Product Number Fill also all other columns of the sheet to be transferred with the corresponding column names Visual Project extracts these columns other columns are not considered There is the possibility to import linked Excel tabels Only link an Excel sheet which corresponds with the import regulations for Visual Project with values out of one or several other Excel files The links will be updated automatically before the import When importing products you can use the possibilities of Excel for pricing the products For importing the prices we reserved columns which correspond with the price groups and price types of Visual Project e PGOPurchase Purchase Price Group 0 e PGOSales Sales Price Group 0 e PGOInstallation Installation Price Group 0 e PGOService Service Price Group 0 e PGOP4 PGOP9 for free use Price Group 0 e PG1Purchase Purchase Price Group 1 etc In the columns you ca
235. sing the form On the left of the page all contacts to the address are displayed in chronological order Sorting can also be executed by a keyword by moving the column keyword to the far left Click on a contact in the list and the associated fields can be edited on the right side of the page The number of entered contacts is shown in the heading of the register so that the user is informed in every place within the customer administration Contact on Begin Date and time of the contact The current date and time is preselected Contact to End date and end time of the contact If contacts are automatically created CTI module then end date and end time of the contact are entered into this field On manual entry the field remains empty and can be filled out when desired Duration Duration of the contact If contacts are automatically created CTI module then the duration of the call is entered into this field This field cannot be modified Contact person Contact person in your company The name of the current user is preselected A selection list Revision 2013 12 Visual Project User s Contact with Key word Remarks Document l Accessories a l Adobe History l Common Files a Desktop eerie f NetMeeting Outlook Express My Computer Fao File name Logo bmp gt Files of type all Files X Cancel My Network P Visual Project j Look in Program Files c Fae L ComPlus Applications
236. stomer administration Address no Base data Street address Address 1 Address 2 Address 3 Street Country ZIP City Postal address Street PO box Additional deta Contacts HOTEL AUSTIN 2456 Ferguson Lane FR 78770 austin m Search name HOTEL AUSTIN 0 Contact person Remarks Status Communication fos 3 23232 0 7 Internet i Cust consultant Main contact person Telephone Salutation text First Lastname chris Johnson Telephonel fos 3 23232 2323 m Priv telephone fos 3 Ee Country ZIP FR Mobile telephone nd City Poo Fra 0513 23232 3344 Country details E mail address chris Johnson hotel austin com Country code 33 France TH State P Next gt Main contact to Outlook Address card M The Address number for the address is set up automatically However it can still be edited afterwards All matching fields from Outlook are taken over into the new address Close Info Cancel M Incase you want to add a contact partner to an existing address in Visual Project instead of creating a new address then answer the question whether you want to set up an new customer for the contact entry with No Afterwards the search window for customers prospective buyers will be opened in Visual Project Revision 2013 12 Visual Project Users manual 215 cy Prospective Current customer search User All users Searching
237. stry all registry keys used by Visual Project as well as the corresponding values are displayed The values can also be changed at this place However these changes should only be done under instruction of our support because these changes affect the program pz Service Center Yisual Project Selection Download Files Process Registry Logs Tools Ey Download Protocol pity Programm protocol Bereit Moa A Cy Revision 2013 12 Visual Project User s manual 170 C Logs Here all relevant protocol files for Visual Project are displayed A double click on the file symbol enables you to look at the files B sevice Center Valo _ ee Selection Beret 91 02 2008 0633 L Tools Under L Tools you find links to several utilities which might have to be used for trouble shooting in case of program errors By double clicking on the corresponding program symbol these programs can be started Solutions Detailled information about the suppliers provided by Visual Project and their solutions can be found under the menu option Solutions Choose therefore a solution After having done this you find all suppliers as well as additional information The content can be different depending on the supplier because this data is entered directly on our websites This data can be updated via the internet by means of the products update wizard menu option Help Service Cent
238. t Users manual 156 Product group division Employees All and subordinates Realization from 01 01 2005 to 14 02 2005 Project volumes from 0 00 EUR to 999 999 999 00 EUR Probability from 0 to 100 Status All Project object All Line of business Line Of Business and subordinates Sales channel All 08 02 2005 Grand total 961 808 E HP 5 6 BE Lightpointe 3 3 C Siemens 91 1 Total 100 0 Page 4 4 Visual Project Revision 2013 12 Visual Project User s manual 157 ABC Potential The potential analysis allows time period related turnover planning The field Realization changes in ABC potential Enter in the field A to the date for the A potential The field is preset with a date 4 weeks after the current system date Enter in the field B to the date for the B potential The field is preset with a date 12 weeks after the current system date In C potential all projects can be found with a realization time frame after the date of the B potential After completion of the criteria for the analysis start the analysis by actuation of the button Execute All applicable projects are assigned in accordance with the Realization date to one of the classes A B or C The result can be seen in the following image Visual Project Revision 2013 12 158 User s manual I Project Visua ZIL abed ZL LZS LOTS 99 6 p Z0t S 99 6er 20K sS 99 LY
239. t will search the corresponding product in your product master data If the product is found all product data texts prices will be updated Revision 2013 12 Visual Project Delete systems Visual Project j Users manual 76 corresponding to the language and price group settings for the project In the case that no product will be found in the product master data the product will be taken over into the offer without prices and with the designation unknown configuration position You will get the following result is Project editing Project Dateexchange Edt Insert Config assistart Extras Language View Help uel alm e Sle oO Bl pel easter System 54 Heath 2000 sla Project data Positions Product groups Additional texts Remarks Pos No Gy p Prod No Designabon Text Manufacturer Group optPort key module arctc opePort SON adapter CROP ort acoustic adapter ip Goor burrer arno Sianaling system vie potertial tree Y cord tor ontPoirt 500 telephones tor connecting active sneaker Mnicrophone Active speshker box arctic ind AC adaptar opeiCiert 130 V5 0 Package tor 1 Cliert Consists of 1 product CD op6Port 410 economy plus arctic Power supply unt and connecting cords must be ordered seperately y Power supply unt CUA1S0 or CUA191 or CLA192 is ahways o oh for op ured excent for required exc eration wth Pol LAN cable CUAT St Steckennetzgerat optiPort 4
240. t Refresh product data gt in the menu lt Options gt The date in brackets behind lt Refresh product data gt shows when the last update of the product master data took place in the slave mode For updating the product master data in the slave database the master database has to be accessible As soon as you switch over into the Master Mode you can register in the central database again M Todo this choose the menu option lt Master Mode gt in the menu lt Options gt All data records which are assigned to you as the user will now be copied into the central database Hereby it is guaranteed that all changes which you made in the Slave Mode are available in the central database If you entered the same adress or project number during your work in slave mode as was created by other users in your central database then those data records will be give new numbers during the switch from slave to master mode Revision 2013 12 Visual Project S7 Slave ID Visual Project j Users manual 198 z Visual Project 0 The following numbers had to be modified Customer No 00001010 gt 00001015 00001011 gt 00001016 00001012 gt 00001017 Project No 00000055 gt 00000062 00000056 gt 00000063 00000057 gt 00000064 00000058 gt 00000065 The changed numbers will be shown in a seperate window You can find these changes also in a file SlaveProtocol txt which can be found
241. t data Customer data Delivery address Statistics data Competitor Existing systems Additional texts Remarks a 4 4 4 41 4 x Prices Source price Destination price Purchase Purchase Sales Saes Installation installation Maintenance Service Rent 1 year Rent1 year Rent years Rent2years Rent 3 years Rent 3 years Cancel Project data This box is checked if the project data project title and name delivery date operational date and internal number has to be exported Customer data This box is checked if the customer data are to be exported Delivery address This box is checked if the delivery data are to be exported Statistics data This box is checked if the statistics data of the project are to be exported Competitor This box is checked if the entries under Competitor are to be exported Additional texts This box is checked if additional texts project Revision 2013 12 Visual Project Prices Load project file Visual Project P Users manual 64 prologue epilogue are to be exported Remarks Checked if remarks regarding the project are to be exported Purchase Here you can determine into which target price type your purchase price price 0 is to be exported Sales Definition of the target price type for sales Price 1 Installation Definition of the target price type for installation Price 2 Service Definition of the target price type for Service Pr
242. tabases which are provided on the Visual Project Server for downloading After the start of the administration the following mask is shown A Product pricing s mx Supplier database Transfer options Supplier data base Product line e ef Product number Designation English Product number Designation English 0 data records in the product line The mask subdivides into several areas The right list contains the Product data base If no products were imported or entered manually the list is empty The products available for import are shown in the left window Import Supplier Data bases vM To import from the suppliers databases select from the menu item lt Supplier database gt The selection window for reading supplier data will be opened Revision 2013 12 Visual Project Supplier data base Visual Project j Users manual 140 Select supplier fsuooier pate eserin o Supplier database Cancel Take over In the list in the upper part of the window supplier databases are offered for takeover You can now choose a supplier database from the list or search for a supplier database via the button Supplier Database Supplier databases will be shown to you in the selection list only if they were saved on your hard disk previously via the Products Update Wizard see Products update wizard from page 205 If you want to read in a supplier database from the list do the following W Select fro
243. te of your version can be seen in the file name The 2 digit mark vp is followed by the year the month and the day with 2 digits each You can see the update of your program version in the Visual Project menu lt Help Program Info gt under the entry Last Update In case the date is not the same as the date of the latest program version an update is necessary M After you copied the latest file version onto your PC please execute the file The following window will appear Unpacking isual Project Update__ Reading package HERGATHE Cancel M The installation assistant will start automatically after all files are decompressed M The self decompressing files can be deleted after the installation process has been completed As a registered customer you get our latest program versions regularly in the form of online updates You can download these updates by means of the Program Update Wizard and install them Further information can be found in the chapter Online Support Revision 2013 12 Visual Project Se Visual Project j Users manual 14 from page 201 No other user is allowed to work with Visual Project in case an update of the Visual Project database is required Otherwise the automatic installation routine will be cancelled Deinstallation of Visual Project ie Add Remove Programs q 1 0 x is Currently installed programs Sort by Name Change or Adobe Acrobat 4 0 Size 5 93MB A Re
244. th HG 3530 V1 1 30 channels Headset HSG 40 Supra Handset Listening Handset for AC4 Installation and Configuration of Blind Siemens Siemens Siemens Siemens Siemens Siemens Siemens Siemens Siemens Siemens Siemens Siemens Siemens Siemens L30220 600 4102 L30220 Y600 4103 L30220 Y600 4136 L30220 Y600 4137 L30220 Y600 4145 L30220 600 4146 L30220 Y600 41 47 L30220 Y600 4152 L30220 Y600 4154 L30220 Y600 4156 L30220 Y600 4157 L30220 Y 600 4160 L30220 600 4161 L30220 600 4162 Interface HG3800 multimode Option Synchronisation pour Controle HiPath HG 3570 2 0 45 canaux Ir HiPath HG 3530 2 0 60 canaux IP HiPath HG 3575 45 canaux NCUI HiPath HG 3575 90 canaux NCUI HiPath HG 3530 V2 0 120 canaux Interface IP 30 canaux HG3570 IP c Interface IP 30 canaux HG3550 IP c HiPath HG 3570 2 0 90 canaux Ir HiPath HG 3530 1 1 30 canaux In Casque HSG Starset Ill Combin d coute pour Poste Op Ace Compl ment Non Voyant pour Poste Additional Cable Set for 2001 VISTA Siemens Cannactian waclaan fav ECeabarnacad fit Cinmann L30220 Y600 4164 Panam wenn nace Cordon additionnel pour amplificateur i i Catan NAL wera intbav tannn LIMO A 1815 of 1815 data records New Edi Delete Price list Ex Import 7 Selection windows consist of standard fields in the upper area the corresponding list field in the middle area and a button field at the bottom The windows open in their minimum size however the
245. the button Add to select new system components of the customers or prospective buyers The selection window for products opens when the confirmatory question is answered Yes One or several products can be extracted one after the other from the Visual Project Product master data into the Customer Library with the button Take over Click on Close to end the extraction When the confirmatory question was answered with No then a new data record is created and the fields are cleared Enter data manually in all relevant fields This type of entry is especially suited for components from outside systems whose products are not included or maintained in your own product line The third variation of status maintenance is the automatic extraction of products or orders of Visual Project Please read the description of the function lt Project Inventory acceptance gt in the section Project editing Revision 2013 12 Visual Project Users manual 130 To delete a product mark the entry in the left list and then click the button Delete An entry is automatically saved when changing within data records or when closing the form On the left of the page all product data is displayed in chronological order You can change the sorting order by moving another column to the far left Click on a product in the list and the associated fields can be edited on the right side of the page Delivery date Delivery date of the product The cur
246. tion Change external No Customer Project Orders Analysis Statistics Text modules administration Edit selection boxes General 4 4 4 4 4 41 KI cance _ The right to change company data and constants price types price groups texts for printouts etc Concerns the menus lt Master Data Company Data gt and lt Master Data Constants gt The right to use the user administration The right to assign external numbers in projects and financial accounts in the customer master data The right to place orders The right to carry out analyses and statistics See also Analysis on page 152 The right to add and change texts in the text module management Information concerning this can also be found in the paragraph Text modules on page 42 The right to do direct entries in fields of so called selection lists and therefore to extend the entries within the selection list Revision 2013 12 Visual Project Products Visual Project User s manual 177 Product administration Edit product master data Price maintenance in the product master data Stock maintenance in the customer master data Purchase prices visible Product administration Edit product data Price maintenance in the product master data Stock maintenance in the customer master data Purchase prices visible General Products 4 4 41 4 xI The right to start the Administration respectively the w
247. tion if necessary In case you own the document administration of Visual Project and you activated the function During Word export of projects enter as Revision 2013 12 Visual Project Se Visual Project P Users manual 93 contact automatically in your company data you will be asked whether you want to create a contact entry Read also the paragraph Company data on page 43 of the User Manual Safety Check 4 Should a contact entry For the customer be created now Ves flo If you answer the Question with Yes an entry will be made in the contact history of the customer The field status entry of the project data will be used as a key word The project title oroject name will be written in the contact entry under remarks Under Document the created Word document will be referred to Prospective amp Customer administration Address no m 4 gt bl Search name accor HOTELS Base data Additional data Contacts 2 Contact person Remarks Status pate keyword Responsitie con Coma ort on 09 02 2005 11 04 44 Duration 09 02 2005 Offer John Smith Contact on 08 02 2005 mail gt Miller Contact to 08 02 2005 call lt Miller Responsible onn smth SS 04 06 2004 Tender Miller f 04 06 2004 Offer Miller Contact with ferval 04 06 2003 Fax Miller Keyword Otter Document w il a Offer 0000001 0 Hipath 3000 for main office Add contact Delete contact 4
248. tor As soon as you confirm this message with Yes all systems which have been created via the configuration assistant as well as all positions belonging to them will be removed from the project A Project editing E le x Project Data exchange Edit Insert Config assistant Extras Language View Help do Z Bi al Bl Gall Standard view 7 S t p d ase d f ee eee i d cm i ca ee i i ystem nun Care Ioj x oral Group All groups 7 Dealer 7 P Searching Prad No aly Standard view l Filter Delete Sum Total Synchronisation BGA215 Siemens L30280 G622 4215 Configuration Management BGA22 Siemens L30280 G622 422 Least Cost Routing Manager BGA24 Siemens Least Cost Routing Manager BGA25 Siemens L30280 G622 425 L30280 G622 4253 Configuration Management f BGA253 Siemens L30280 G622 4253 L30280 G622 4254 Configuration Management f BGA254 Siemens L30260 G622 4254 Least Cost Routing Manager BGA26 Siemens L30280 G622 426 Accounting Management 2 BGA34 Siemens L30280 G622 434 Accounting Management 66 BGASS ANHDMS Siemens L30280 G622 435 Collecting Service einschlie BGASE ANHDMS Siemens L30280 G622 436 Collecting Service BGA37 ANHDMS Siemens L30280 G622 437 Collecting Service BGA38 ANHDMS Siemens L30280 G622 438 L30280 G622 439 Faut Management einschlie BGA39 ANHDMS Siemens L30280 G622 439 L30280 G622 441 Fault Management ANHDMS Siemens L30280 G622 441 L30280 G622 442 SNMP Proxy Agent ANHDMS Siemens L30280 G622 442
249. touts On the right side you will find a register of every price type used The above illustration shows text pre settings after the installation of Visual Project Text for unit price Text for the unit price appears underneath the Revision 2013 12 Visual Project General texts Visual Project User s manual 56 offer position The text for the unit price can be inserted in other texts of the price category as wildcard P Text for rebates Text for the rebates in percentage of the unit price of the price type appears underneath the offer position The wildcard D will be replaced in the offer by the percentage Text for discounts Text for a discount as amount of the unit price of the price type appears underneath the offer position Text for total price Text for the total price of the price type appears below the offer Text for a rebate on Text for a rebate in percentage of the total the total price price of the price type appears underneath the offer The wildcard D will be replaced in the offer by the percentage Text for a discount Text for a discount as an amount of the total on the total price price of the price type appears underneath the offer Text for total net Text for the total price of the price type after all price rebates discounts and without value added tax appears underneath the offer Text for value added Text for the value added tax line appears tax under
250. ts Remember Resubmission date Projects Net total price typeO Purchase Projects Net total price type1 Sale Projects Net total price type2 Installation Projects Projects Comments Remarks Projects AddressCode Customer data address number CustomerAccount Customer data bookkeeping Cust prosp buyers account AAddress1 Customer Data Name1 AAddress2 Customer Data Name2 AAttentionOfT ext Customer Data For the attention Projects of text AStreet Customer Data Street ACountryCode Customer Data Country Code AZip Customer Data Zip Code Visual Project Revision 2013 12 Visual Project User s manual 224 Wildcard Entry from ACity Customer Data City AAddressText Customer Data Salutation Text AName Customer Data Surname of Projects Contact Partner Contact Partner DAddress 188 Preamble s Projects DStreet Delivery Address Street Epilog Epilogue Projects lnternalNumber Internal Project Number AKZ Attention Wildcards in text fields cannot be replaced Existing text fields should therefore be converted into position frames Visual Project Revision 2013 12 Visual Project Users manual 225 Appendix C Description of the document copy for the export of projects to MS Word Except for the general wildcards and the special wildcards for project data two tables for project positions have additionally to be integrated in the
251. ts and Family Safety from the control panel and then choose User Accounts Visual Project Revision 2013 12 Visual Project Users manual 8 T R User Accounts and Family Safety User Accounts X Search Control Panel Control Panel H i Make changes to your user account Manage your credentials Change your password Create a password reset disk Remove your password test a onae aa i Change your picture Administrator ayon DASE Change your account name Configure advanced user ae type profile properties Change my environment variables p Manage another account a Change User Account Control settings See also Parental Controls Choose when to be notified about changes to your computer User Account Control helps prevent potentially harmful programs from making changes to your computer Tell me more about User Account Control settings Always notify gt _ gt Never notify me when e Programs try to install software or make changes to my computer I make changes to Windows settings oO Not recommended Choose this only if you need to use programs that are not certified for Windows 7 because they do not support User Account Control M Change the setting for the UAC to Never notify Visual Project Revision 2013 12 Visual Project Visual Project j Users manual User Account Control Do you want to allow the following program to make changes to this com
252. ual Project M Please click on Start in the toolbar of your Windows program screen and the Windows Start menu will open M There select the group Programs then Visual Project and finally the program Visual Project The application will open Please note that a valid copy protection hardlock is required to work S with the program Should any problems occur with the hardlock when starting the program please follow the notes in the section Remarks regarding Copy Protection on page 14 After starting the program The program entry window with the licence information and the program version will be shown after starting the program During this time the program is loaded initialized and your databases are checked VP 6 a VisualPro ect Connecting to a After the first program start of Visual Project there will be no database database in Visual Project The following dialog is shown Visual Project Revision 2013 12 Visual Project Data reorganization Log in system Visual Project User s manual 20 Merge data base i generate new Access database C existing Access Database C generate new SQL Server database C existing SOL Server database Visual Project provides the possibility of setting up an individual database You can choose between Microsoft Access and Microsoft SQL Server as a basis for the database For most use cases a Microsoft Access database solution is su
253. und The work sheet automatically updates all calculations or calculation fields It is also possible to open the Product data window through the menu Revision 2013 12 Visual Project Price calculation Visual Project User s manual 79 lt Edit Detail gt via double click onto the grey field on the left of the position number or the Magnifying Symbol The contents of this window correspond with the highlighted positions in the background of your work sheet With the register L_ General _ Prices and Others all important position data can be changed The entry in the fields has a direct effect on the corresponding cells on the work sheet With an open window you can change between the positions with the help of the navigation buttons in the field Product number Visual Project positions itself automatically on the actual row and column in the background Project data Positions Pr Designation Manufacturer P HiPath 3000 1 0 1 0 DUG339 HiPath 3550 V7 with UPS incl EVM Basic Systen Siemens HiPath 35x0 Product data Product number Il4 4 DUG339 gt ll Position General Prices Other Position number 01 010 Quantity 1 0 1 Designation HiPath 3550 V7 with UPS incl EVM Basic System 2 S0 8 UPO E 4 a b analog Comments With software on 64 128 MB MMC and system documentation on CD Without mains power cord With integrated MDF for the following maximum configuration no du
254. uppport Just choose an entry from the caller list and apply the dialling support button The menu option caller list is only available in connection with the CTI module Revision 2013 12 Visual Project Extras Leasing ddi Jo Service Center Menu options of the Service Center Settings Visual Project j Users manual 166 Leasing offer This menu item starts the leasing tool from Visual Poject This module enables customers to calculate and print customized leasing offers according to the conditions of Siemens Finance amp Leasing Furthermore during the development of a leasing contract you will be supported step by step with specific information In the module for example can also be found the telephone numbers and addresses of the responsible contact partners of Siemens Finance amp Leasing in your region Of course all conditions and data are updated with our regular updates For further information please read the documentation of the leasing module Service Center You can start the Service Center via the menu option lt Extras Service Center gt or directly via the quick start button Service Center The Service Center is a separately running tool By means of the Service Center you receive information about files and entries in the registry for Visual Project if necessary you can generate protocol files about program statues of Visual Project in the Service Center and register
255. uring of Data Safe Copy Visual Project User s manual 193 No one hopes for this case but what should you do in such an occurrence The menu lt QOptions Data base reorganizing gt should in principle always be executed if your program was not ended as per intended A program crash can result in data records being corrupted or destroyed and you can not or no longer access your data even thought it still exists With the function lt Options Data base reorganizing gt defective data can be recreated or reorganised In most cases the problem will be solved after this Please note that the recreation of the database can take some time depending on the size of your database In most cases access to the correct database is restored by the reorganisation For your valuable data the most essential protection is and remains however regular saving of data or backing up copies You can if necessary retrieve the backup copies if a possible program or system crash occurred Daily saving of data is recommended particularly if large amounts of data is entered Whether you use a streamer an inhouse saving program or a backup program to save the choice is left to you The main point is that you can retrieve your backup copy in an accident Independent of the above remarks we have installed a small automatic safeguarding mechanism in our program Whenever you reorgainse your data a backup copy of your data is simultaneously created
256. ustomer by applying the button Take over During the takeover the selection window will be closed and all fields of customer data will be updated By deleting the number the reference to the address is removed Addresst1 1 address line of the address Address2 24 address line of the address Address3 3 address line of the address e g for the attention of text The line will be suppressed in the address if it is not filled in Street PO box Street and house number or PO Box of the Country ZIP code City Contact person Salutation text First name Surname Telephone Sales channel address Country code and a max 6 digit ZIP code of the address City Place of the address Customer s contact person for the project The transfer of the contact persons from the database will be supported by a selection list Salutation text of the customers contact person for the project The transfer of the salutation texts from the database will be supported by a selection list Salutations First name of the contact person Surname of the contact person Telephone number of the customer for queries Allocation of a sales channel to a project A selection list Supports the insertion by Revision 2013 12 Visual Project Delivery address Statistics data Visual Project User s manual 70 Price group Value added tax displaying all previously used entries of your projects Assignment of a price group to a pr
257. which belong to a user who is in slave mode can be changed or deleted momentarily however these changes will be invalid with the registration in the master mode No changes can be done at all other data of a customer prospective buyer address except the above mentioned as long as the owner of the data sets is in slave mode Prospective amp Customer administration The owner is logged out in slave mode Other users can see upon the remark which is displayed on top on the address field that the owner of the data set is in slave mode isual Project 2 x B a N While you are in the Slave Mode a registration in the central database with your user name is prevented In the slave mode it is not possible to update the product master data via the Products Update Wizard or via the administration Visual Project however provides the possibility to take over the latest Revision 2013 12 Visual Project S Master Mode Same customer or project numbers Visual Project Users manual 197 product data from the master database into the product master data of the slave database without the necessity to log into the master mode Change Client Language Settings CTI settings Outlook settings Data base reorganizing Data base backup Master Mode 25 05 2005 12 04 00 Refresh product data 25 05 2005 12 04 00 M In order to update the product master data in the slave file select the menu option l
258. xt for commodity Text for commodity position appears as the position heading of the position over the designation Revision 2013 12 Visual Project Edit Special filter Access protection Forwarding Visual Project User s manual 58 Projects The function is opened through lt Edit Projects gt from the Visual Project Management Center or directly with the fast start button Projects Projects search iof x User All users Y Searching Al Standard View v E Filter Project number Te Engish remei Red 0 data records ea _ Forward Projects can be added deleted edited forwarded exported and project lists can be printed with the help of the selection mask Projects Futhermore via data exchange the data exchange of projects via data media or per email is possible For the selection and search of projects a user filter from this selection window can be used Select the desired user from the User selection list Only projects assigned directly to the user are shown When opening the selection window all projects assigned to you and created by you are shown The selection list contains only those users within the user hierarchy that have the appropriate access see also User administration All other projects cannot be seen or changed The system administrator has full access to all projects The owner of the project can also be seen in the column cre
259. y can be enlarged to their maximum size depending on the screen limits Click on the full screen symbol of the window or a double click on the title bar of the window A Scroll bar will appear either on the bottom or on the right in case the space of the corresponding list window is not sufficient enough for the number of data records or the quantity of information shown in the columns Clicking on one of the arrows in the scroll bar will enable you to scroll Visual Project sorts the data records according to the 1 left column in the selection window By clicking the button Sorting order the order in which the entries of the list are shown can be changed With every click the sorting order inverts either upwards or downwards Furthermore the sorting order will be shown by a corresponding symbol on the button field and in the column heading The sorting order will be fixed by the 1 left column Simultaneously there is the possibility to search for a certain data record by entering the first letters in the field Search Type for example an a so the blue selection bar will move to the first data record which starts with an a Type then a z so the blue selection bar will move to the next data record starting with az etc Revision 2013 12 Visual Project User s manual 26 i anufacture gt manufacturer All groups Searching laz o hy default view f Product number Designation English Manuf
260. y document Even creating new Word documents directly out of a contact entry is possible Revision 2013 12 Visual Project CTI Module Application as Single User Version Network Solution with Access via LAN Visual Project User s manual 17 Another feature of the document administration is the Campaign Manager By means of the campaign manager you can create serial letters and mailings for selected customers and prospective customers You can find further information concerning the document administration in the chapter Prospective Buyers Customers from page 101 With the CTl Module of Visual Project you have a high performance tool when your customer service needs to be optimised The PC supported dialling assistance enables fast and simple telephoning by mouse click Via an automatic call detection incoming calls are identified and entered into a caller list Automatic contact entries can be created in the customer prospective customer administration for both incoming and outgoing calls Further information concerning the CTl Module can be found in the chapters Prospective Buyers Customers from page 101 and Caller List from page 165 as well as CTl Settings on page 190 Information about the modules of your Visual Project licence can be found in the program under the menu option lt Help Licencing gt Please do also read the chapter Licensing on page 209 Applications Visual Project can be used
261. y to operate and this enables you to optimise control or planning of the business for success Permanent access to all relevant information data provides a complete transparency and security in every phase of the operation Revision 2013 12 Visual Project S an EA F s Program name Field Field Visual Project Users manual 2 Visual Project offers the following possibilities e Creation and up dating of customers and prospective buyers database with acquisition and master data e Up dating of your own product master data e Management of text modules e Import of manufacturers and suppliers data with individual pricing e Configuration Tool Visual Project Configuration e Leasing Tool e Creating and saving of quotations Projects e Resubmission function e Analysis and statistics e Computer Telephone Integration CTI e Consulting Tool Fitness test e User administration network capability e Document administration Please remember that all the functions introduced in this user s manual are the complete functions of Visual Project Some functions may not be available or incomplete if a reduced version was purchased Conventions and Symbols Conventions This symbol indicates an important remark Keys which are connected by a plus sign have to be pressed in succession while the first key has to be pressed the whole time Keys which are connected by a slash sign have to be
262. your disposal in which you can configurate your system After the complete configuration has been carried out you can transfer the configuration result to your Visual Project For doing that change to the product overview and press the button Take over Further information about using the configuration assistant will be found in the associated user manual e s Configuration Tool New File xml 1 AYG300 HiPath 4000 Basic System 1 1 30220 Y600G302 AYG302 UCS Box for CPCI Sheli 1 1 L30220 Y611 F800 AYP80O CAP Inside for ASC 3 30 L30220 Y6D4 P758 AYP758 HiPath 4000 Version 1 1 L30220 YE00A350 AYAISD Remote Service Access Package 2 L30220 YEDM PTO AYP M HiPath 4000 Cortract Type 2 L30220 Y604 P707 AYP707 HTS Interface Options 4 4 L30220 YED4 P7039 AYP70S HiPath 4000 County Code tor Destination County 1 1 L30220 Y600 A137 9 AYAI3 HiPath HG 3630 IP V2 0 Interface 60 Channels with HPath Feature Access 1 1 L30220 Y601 8137 9 AYBI37 HiPath HG 3530 IP V2 0 interface E0 Channels with HPath Feature Access 1 1 L30220 YED0ATS AYAIM HiPath HG 3950 IP V2 0 interlace 45 Charras for IP Teunking 1 1 1302206018134 AYBIM HiPath HG 3550 IP V2 0 Interface 45 Charnnets for IP Trunking 1 1 L30220 YE004231 AYA2J1 interface unt dgtal PRI DIUN2 EQ 1 1 L30220 Y68231 AYB2J Digtal interface unit for S2 PRI Network Exchange riterace DIUN2 2 2 L30220V604P779 AYP779 Number of 120 Ohma Balanced Cables 10 10 L30220 YEMM P778 AYP778 Lenghol 120 Ohms Bal

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