04.02.2021

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Smart Template: Project Order 4.0

Smart Template: Project Order 4.0

New Smart Template in trustkey: Project Order.

The project order formally confirms the existence / release of the project and documents the milestones of the project (e.g. project goals).

No – trustkey is not a “new” project management tool. In trustkey, templates can be transferred to smart web programs.  Via our library, we provide pre-configured templates for instructions, forms, lists, etc. that are frequently used in the industrial environment in order to be able to collaborate productively even faster.

Specification and verification documents are often controlled via a certified management system (quality, environment, safety, etc.). With trustkey, all of this can be integrated together without having to tackle each individual topic with a specific – complex – software solution. trustkey is already productive with the first template and adapts to the business requirements.

 

PROJECT MANAGEMENT

Smart Template: Project Order 4.0

Smart Template: Project Order 4.0

You can simply load the template into action pack templates using the “Start from library” function. There you can then adapt it individually to your needs, publish and use it.

The project order in trustkey takes off many things

  1. Automatic assignment of the document number for unique identification
  2. Confirmation of edited components (no more annoying N/A necessary!)
  3. Show progress of editing
  4. Ensure that all mandatory fields are processed
  5. Ensure that the correct content is entered
  6. Save and continue working later
  7. Automatic archiving for later access in a secure location
  8. Share content with team members (with or without editing)
  9. Request approvals and document them automatically
  10. Automatically create pdf report with company logo
  11. And much more.

Contents of the preconfigured, customizable project order

Title

Field

Project order – main data

trustkey Komponente Abschnitt

Section Header

Project name / description

trustkey Komponente Text-Eingabe

Text Input

Project number

trustkey Komponente Text-Eingabe

Text Input

Project owner

trustkey Komponente Text-Eingabe

Text Input

Project manager

trustkey Komponente Text-Eingabe

Text Input

Project start

trustkey Komponente Datum

Date

Planned end date

trustkey Komponente Datum

Date

Project goals

trustkey Komponente: Text-Editor

Text-Editor

Non-Objectives

trustkey Komponente: Text-Editor

Text-Editor

Project team

trustkey Komponente: Liste

List

Project phases and milestones

trustkey Komponente: Liste

List

Project resources

trustkey Komponente: Raster

Grid

Comments

trustkey Komponente: Text-Editor

Text-Editor

Release

trustkey Komponente Abschnitt

Section

Release by project owner

trustkey Komponente: Optionsgruppe

Options (here: Yes /No)

Release by project manager

trustkey Komponente: Optionsgruppe

Options (here: Yes /No)

 

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