Getting started for project managers

Welcome to our short introductory course on using Die Agenturverwaltung for project managers. This course is aimed at users who primarily use the financial and project management features of Die Agenturverwaltung in their daily work. On this page you will find information and links to the following topics:

• Introduction to Die Agenturverwaltung: the most important terms

• Creating estimates

• Job management

• Time tracking

• Tasks within the scope of jobs

• Followups

• Reporting

• ...

Our digital courses are kept short and concise so as not to bore you unnecessarily. If any questions remain unanswered, contact the Die Agenturverwaltung contact person at your company or our support, which you can reach directly from the Die Agenturverwaltung software.

Submit a request to customer service

Contents

The homepage // Your dashboard

The most important terms // A little theory upfront

Creating offers // estimates in the finance area

Organizing operational work // Job management

Time tracking // 3 ways to record your working time

Tasks and collaboration in jobs

Followup // Notifications and reminders for you and your colleagues

Ensuring project success // Reports within jobs

The homepage // Your dashboard

Your homepage is usually the dashboard, where information relevant to you is displayed.

As a project manager you can get a quick overview here of your relevant processes, estimates and budgets. There are, for example, dashboard boxes on the following topics:

• Due tasks (that you are watching or that are assigned to you)

• My tasks

• My jobs

• My estimates awaiting approval

• My job budgets

• Unpaid invoices

With one click on the "Show all" button in a box you can navigate to a detail page.

Otherwise, navigation within Die Agenturverwaltung is via the menu under your logo.

By the way: Not all Die Agenturverwaltung users see the same menu items. The administrator can enable/disable individual areas for users or user groups if they are not needed by the respective users.

The most important terms // A little theory upfront

So that we are talking about the same things on the following pages, you will find on the linked page a short definition of the most important terms in Die Agenturverwaltung: budget, revenue, agency service and external service.

Metrics and terms

Creating offers // estimates in the finance area

todo

Organizing operational work // Job management

Die Projektverwaltung ist die operative Schaltzentrale der Agenturverwaltung. In der Projektverwaltung findet sowohl die Planung, als auch die Erfassung von Agency service- und external service sowie die Abrechnung statt.

An introduction to job management can be found on the Job Management page and on the subpages of the section.

Job management

An overview of example job workflows and their representation in Die Agenturverwaltung will soon be available here.

Time tracking // 3 ways to record your working time

Die Agenturverwaltung supports three ways to record working time:

• Timer: For employees who jump a lot between tasks and work on different jobs throughout the day.

• Week view For employees who prefer to record their times all at once at the end of a week

• Classic list: The classic for everyone who wants to organize their work time blocks in a list

Detailed information on time tracking in general and on using time tracking in Die Agenturverwaltung can be found here:

Time tracking

Tasks and collaboration in jobs

Tasks can be assigned deadlines and comments. They can be created for the organization of one's own workday as well as in jobs for the organization of a team to be used.

Detailed information on processes can be found here:

Tasks (formerly processes)

Followup // Reminders for you and your colleagues

Followups are an important tool for keeping track in everyday agency life. In Die Agenturverwaltung, followups serve as reminders for a user. They can be linked to various entities, e.g. jobs, estimates, contacts or invoices, and help to establish event-driven processes.

Detailed information on followups can be found here:

What are followups?