Project management root folder
Additional feature that creates a set of folders for project management
Operating mode
Cloud Suite
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Created: 02.07.2019
Updated: 12.06.2025
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Screenshots updated to new terminology in Vertec 6.8.
This application is an additional feature. You can find the corresponding config set here.
Application
This additional feature creates the Project management root folder with the following subfolders:
| Project search |
SQL folder for searching for projects.  |
| All active projects |
Expression folder for displaying all active projects. |
| Inactive projects |
SQL folder that represents all inactive projects that have been created since the selected date and are inactive. |
| Projects by division |
Keyword folder for projects. Projects can be assigned to one of the keywords Scope 1, Scope 2 or Scope 3. You can customize the keywords or add new ones. |
| Projects by category |
Keyword folder for projects with exclusive function. Projects can be assigned to exactly one of the Category 1, Category 2 or Category 3 keywords. You can customize the keywords or add new ones. |
| Budget controlling |
SQL folder that shows all the projects of the selected project manager and gives an overview of the budget situation for fees and expenses. The project progress (color scale) refers only to the fee budget. The PoC (Percentage of Completion) value represents the ratio of completed to planned internal hours.  |
| Contribution margin projects |
Expression folder containing all projects with services in the selected period. Both open and charged services are taken into account. The calculation of turnover, costs and contribution margin refers only to the fee values. Expenses are not taken into account. To calculate the contribution margin correctly, you must enter cost rates. 
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Download
Before importing, we recommend you read the article key information about additional features. Please note that config sets change data in Vertec, which may result in existing data being overwritten.
You can find a description of the exact import process in config sets.
Download the additional feature with the following link:
| Version requirement | Download |
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| 6.7.0.17 | Configset_rootprojectcontrolling.xml |
The following objects are created by importing the config set:
| Folder and subfolders |
Project management root folder with the following subfolders:
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| User groups |
The users must be assigned to the relevant user group. |