Marketing: Unterschied zwischen den Versionen
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| − | + | ===Overview=== | |
| − | + | This leads you to an overview of all current (approved - not closed in BMD) actions and allows you to filter according to PN, Name, PO, Start/End Date, Marketing title, Key Words... | |
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| − | Using the toolbox [[Datei:M_Toolbox.PNG]] you can edit (you can see the whole project related information - but you can only edit marketing related information), show detailed information or favourite the action. | + | Using the toolbox [[Datei:M_Toolbox.PNG]] you can edit (you can see the whole project related information - but you can only edit marketing related information), show detailed information by clicking on the "i" icon or favourite the action. |
| − | + | ===Reports=== | |
| + | You can create 4 different reports in Excel here. | ||
| − | + | * Marketing Report - Details for '''all current actions''' are given. | |
| + | |||
| + | * CAUT Match Report - Details for '''required match for all current actions''' are shown. | ||
| + | |||
| + | * Annual Marketing Report - Details for '''all current actions for selected year''' are given (Marketing Report shows the current situation - Annual Marketing Report looks at a specific calendar year). Including beneficiary data. | ||
| + | |||
| + | * Beneficiary Report - Report on '''Beneficiaries reached by the action'''. | ||
| − | |||
| − | + | Chose the report, generate the report by clicking on the "Generate" button and open in Excel. | |
| − | + | [[Datei:M_Report generation.PNG]] | |
| − | |||
| + | == Project == | ||
| − | |||
| − | + | Here you can access your favorites or get an '''Overview''' over all ongoing actions (From status ''SMT Application'' to ''Closed in BMD''). A click on the Projekt Number will bring you to the detailed project information. | |
Aktuelle Version vom 10. Oktober 2018, 15:24 Uhr
Inhaltsverzeichnis
Overview[Bearbeiten]
The section Marketing allows the Marketing and Communication Teams to use MIS based on their specific needs.
| Marketing |
|---|
| Overview |
| Marketing Report |
| CAUT Match Report |
| Annual Marteking Report |
| Beneficiary Report |
| Project |
| overview ONGOING |
| overview CLOSED |
| overview ALL |
| Standard Reports |
| Profile |
Marketing[Bearbeiten]
Overview[Bearbeiten]
This leads you to an overview of all current (approved - not closed in BMD) actions and allows you to filter according to PN, Name, PO, Start/End Date, Marketing title, Key Words...
By clicking on a PN (project number) you are lead to the marketing specific project details.
Using the toolbox 
you can edit (you can see the whole project related information - but you can only edit marketing related information), show detailed information by clicking on the "i" icon or favourite the action.
Reports[Bearbeiten]
You can create 4 different reports in Excel here.
- Marketing Report - Details for all current actions are given.
- CAUT Match Report - Details for required match for all current actions are shown.
- Annual Marketing Report - Details for all current actions for selected year are given (Marketing Report shows the current situation - Annual Marketing Report looks at a specific calendar year). Including beneficiary data.
- Beneficiary Report - Report on Beneficiaries reached by the action.
Chose the report, generate the report by clicking on the "Generate" button and open in Excel.
Project[Bearbeiten]
Here you can access your favorites or get an Overview over all ongoing actions (From status SMT Application to Closed in BMD). A click on the Projekt Number will bring you to the detailed project information.
