> For the complete documentation index, see [llms.txt](https://wiki.dieagenturverwaltung.de/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://wiki.dieagenturverwaltung.de/die-agenturverwaltung-en/erste-schritte-1/einstieg-fuer-projektmanager.md). # 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. {% content-ref url="/pages/b692dbfd4b81a5be2dcb939e8bf86da76fabec6b" %} [Submit a request to customer service](/die-agenturverwaltung-en/erste-schritte-1/anfrage-an-den-kundenservice-stellen.md) {% endcontent-ref %} ## 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.\ ![](/files/17eb1b0f04315fc29f9a68d0c7e90c09120e43ec) 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. ![](/files/1002e46a8867bd5c46e0f4083f30dad93b2c79fe) Otherwise, navigation within Die Agenturverwaltung is via the menu under your logo. \ ![](/files/4c11138956103769f2b80cf3c17a9ef75e444415) *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. {% content-ref url="/pages/6930a61082c14de74b9876304081b7684a23c00d" %} [Metrics and terms](/die-agenturverwaltung-en/projektverwaltung-1/die-kennzahlen.md) {% endcontent-ref %} ### 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. {% content-ref url="/pages/19fa6a04660c3bdec815d877ab07a9c50bbb5d76" %} [Job management](/die-agenturverwaltung-en/projektverwaltung-1.md) {% endcontent-ref %} 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: {% content-ref url="/pages/d0f57a7f6a8684ad50fe56471f20d2d3461a5a54" %} [Time tracking](/die-agenturverwaltung-en/zeiterfassung-1.md) {% endcontent-ref %} ### 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: {% content-ref url="/pages/df7abb78bc35488f753fef4c5bb3e048b53f631d" %} [Tasks (formerly cases)](/die-agenturverwaltung-en/vorgaenge-1.md) {% endcontent-ref %} ### 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: {% content-ref url="/pages/f7719f205f4b9e6c88ad062f7b6580571c66eecb" %} [What are followups?](/die-agenturverwaltung-en/wiedervorlagen-1.md) {% endcontent-ref %} --- # Agent Instructions This documentation is published with GitBook. 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