Do you spend a lot of time travelling in the field? Then Projects2Go is the ideal mobile companion, giving you access to your project calendars, time entries and assignments from anywhere. As in the other 2GO applications, you can also view and edit your contacts, tasks or documents stored in Teamwork.
Authorisations for Projects2Go
Necessary licences
The Projects2Go licence is available for Scopevisio Business and Enterprise and can be purchased separately as a product in the shop. With this licence it is possible to log in to Projekte2Go .
Necessary profiles
Select System administration > User administration > Profiles and rights to assign the appropriate rights to the Projekte2Go users.
Here you can select, assign and edit user profiles as required. Or you can create new ones, e.g. by duplicating an existing profile and modifying it accordingly.
Start Projects2Go
In general, however, you always have the option of starting Projects2Go from within the application. To do this, follow the path System menu>My Scopevisio>My Scopevisio2GO apps>STARTER2GO. From here, you will be redirected to the login in the web browser, where you select Projects2Go .
You can also log in to your Projekte2Go from anywhere via our website scopevisio.com>My Scopevisio>Log in>General: Start my Scopevisio>Starter2Go .
Alternatively, you can also download Projekte2Go directly from the App Store or Google Play Store onto your mobile device.
We recommend working with the native apps on smartphones or tablets, as these make ideal use of the comparatively small screen surface.
Log in
A login screen opens in your browser/app. Log in there with your e-mail address and password.
Time entries
The app opens in the standard view under the Time entries menu item. Here you can do the following:
enter a search term for a full text search.
Filters allow you to filter the time entries according to certain criteria, e.g. project or employee.
Create a new time entry,
release an entry for billing or
select a time interval for display.
See to which reference object, e.g. project, the time entry belongs and open the reference object via the link.
See whether the work has been carried out, released for billing or already billed.
Use the action button to contact the client or create a task.
Click on the clock icon to start the function defined in the settings, e.g. a time entry or time recording using a stopwatch.
The menu can be expanded and collapsed by clicking on the symbol with the three bars.
Use the New button (3) to create a new time entry.
The following illustration shows a complete entry, with assignment to a project and a task as well as the notes Billable, Completed and Billing approval.
It is not necessary to fill in all the details.
Save your time entry using the disc symbol at the top right. It will then be displayed in the overview of time entries as follows. Note how the entry has been marked as completed and released.
Select the Time interval button (5) to display entries for a specific time period.
Switch the selected time period to active.
Shortcuts are available to display time entries for last week or last month, for example. If you have also filtered the entries by service or project, you can use this to prepare a time statement, for example.
Calendar
Under the Calendar menu item, you can:
Search for projects, time entries or tasks, for example.
Filter by employee, project, etc. using the filters. This means you can display a project calendar, for example.
display tasks by default at 8 a.m. on the due date. These are displayed in blue.
Time entries are ticked in blue if they have been completed and in green if they have been released for billing.
Select the view period here.
Here you can show or hide the lower button bar.
Overviews
Display overviews of time entries by times, contacts, projects, orders, services and tasks.
As usual, you can narrow down the overviews by filter settings and specifying the time period.
Contacts
The Contacts menu item gives you access to your Scopevisio contact management with all the associated information. You can restrict the view in the filter field.
If you click on a displayed contact, the link takes you directly to the associated file. There you can see data, tasks and communications (documents, emails, comments, etc.) that are saved for the contact, as well as the contact owner. You can export the contact as a vCard or display a route description.
Of course, you can also create new contacts under this menu item (see numbering in the image):
create new contacts
change and complete existing ones
write an e-mail to the contact
call the contact
create a task for the contact owner with reference to the contact. For this, we recommend using the landscape view on a tablet without an expanded menu.
The clock symbol allows you to enter times for contacts.
Projects
The Projects menu item offers you the following options
Create a new project directly from the app.
The filter and the search field allow you to customise the view.
Tap on a project to go to its detailed view.
You can record times for the relevant project using the clock symbol.
Scroll through the project view.
Tap on a project to open the following screen.
The menu opens on the project details. Further menu items provide access to jobs, tasks, time entries, the journal, documents, emails and comments associated with the project. These are presented to you pre-filtered for the selected project.
You can also expand and collapse the menu here for a better overview.
A calendar icon opens your associated project calendar.
Click on the pencil icon to edit your project data.
The clock symbol for time entries is present everywhere.
Sections (business objects) that can be folded in and out structure your database.
Orders
The Orders menu item displays your orders. This is done again with the usual filter options, the option to record times on tasks, an action button for further activities and links for drilling down to related information.
Tasks
The Tasks menu item provides access to a task list.
For a better overview, the menu is collapsed here. You can view it by clicking on the three bars.
Search for specific terms in your tasks.
The tasks can be filtered by responsibility, contact, due date, start date, status and priority.
You can create new tasks here.
Click on a task to open its details, which - like the task itself - can also be edited from within Projects2Go . To do this, click on the details provided with a link or on the pencil symbol in the top right-hand corner.
Click on the action button to create a new task for the employee in question.
Enter times on tasks.
In the following view, you can see the details of an individual task.
You can view tasks as well as create, edit or delete them. Activities, priorities, due dates, responsibilities and processing status can be stored for each task. Tasks and activities can also be assigned to a specific contact and delegated to a responsible person.
Journal
The journal documents all events that have occurred in Scopevisio, such as comments/emails/tasks/time entries/deadlines and status changes to contacts/projects/records/assignees.
Documents
In the Documents menu item, you can access Scopevisio's document management system Teamwork:
You can upload new documents directly from your mobile device to Teamwork.
Here you can enter a search term for a full-text search.
To restrict the full-text search, you can filter on the collections available to you. The filter setting will be displayed.
You can access your Teamwork web client via the Teamwork Weblogin link.
Click on the document preview to display the document.
A click on a free space below the reference file opens a new form with general information, further details, comments, versions and the document preview.
Scopen
The Scopen menu item takes you to the Scopen form for a Scopevisio-wide full-text search.
Here you can, as usual
Scopen
Filter and
create time entries.
Search your entire company in Scopevisio, as you are familiar with from the Scopevisio client application, according to the selected filter criteria. These help you to restrict the search to contacts, incoming invoices, tasks or documents. If you scan all content for a search term, you will see all elements that contain the term or character combination you entered.
Settings
You can customise Projects2Go under Settings :
In the Personal Scopevisio e-mail address area, you can set your e-mail agent. If you tick the checkbox, emails that you send from Projects2Go are automatically archived in Scopevisio and saved directly to the contact in the CRM system when they are sent.
Here you select the menu item that Projects2Go displays as the start page.
Configure the behaviour of the stopwatch.
Specify how tasks and projects are to be displayed in the calendar.
You determine the start time of time entries here.
Change company or log out
If you have created several companies in your instance, you can switch to another company from any menu item using the three dots at the top right. You can leave Scopevisio using the Log out button. You will also find links to the user manual and support here.