Basic settings

In order to use PQFORCE optimally in your company, some system settings should be made first. These settings can be found in the ADMIN module, which you can reach in the navigator from the main page.

Set standard working time and unit

If you navigate to Settings in the ADMIN module, you can define the standard working week in your company under STANDARD WORKING TIME. It is very important to set this when the system goes live, as all calculations of effort in PQFORCE use this standard as a basis.
If the standard is changed later, the calculations of availabilities and workloads will change accordingly, since the full-time equivalent, also referred to as FTE, will change.

Also on this page you can define which unit should be used by default for the effort in the system. However, this only affects the display and does not change how PQFORCE calculates availabilities and workloads.
Finally, you can define colors for tasks and milestones as well as TODOs, which can then be used on the corresponding views. These color settings can easily be changed or added to at a later time.

Configure holiday calendar

Next, you should configure the holiday calendar of your company's location in the ADMIN module.
On the DETAILS view you can enter the name of the holiday calendar, i.e. the location name. On the HOLIDAY CALENDAR view you mark which days and half-days should be considered as holidays by the system. On such holidays, all employees will be considered absent and will therefore not receive any availability.

Mapping of the company, creation of employees and logins

Default settings for the company

First you navigate from the start page to the HRM module and open the ORGANIGRAM view. Initially, only one department is available here, which represents the top level of your company. You can rename it by clicking on it and editing the name in the side tab. You can also open and close the side tab at any time with the function key F2.

Before you map the organization chart, the default working time model for the company must be set. To do this, switch to the WORKING TIME MODEL view, uncheck the Inherit working time model from parent object checkbox and define the availability in the morning and afternoon shifts in the table so that the general availability corresponds to the standard set in the ADMIN module.

Mapping the organization chart

Now you can create new departments in the ORGANIGRAM view by clicking on the plus button either in the navigator or directly in the organization chart. The new department will always be placed under the department in which you created it. In the side tab you can name the new department as before. If you want to move a department, you can drag and drop it to its new place in the organization chart. If you want to delete a department, drag and drop it onto the trash can at the bottom right. This way you can map your entire company as a tree structure.

Create employees

Just like new departments, you can also create, rename, move and delete new employees. A total of as many resources can be created as are stored in the subscription. If you need more resources, you can extend the subscription at any time in the customer center.

On the WORK TIME MODEL view of the employee you can now define the availability and thus the workload of the employee.

Finally, you can create a login on the DETAILS view of the employee. To do this, you have to click on the corresponding button and then enter an email address that will be linked to the employee. If you then click on Apply, the account will become active and the employee will receive an email with the access data to PQFORCE.