Plunet BusinessManager 7.
Plunet resource portal
AUTHOR
Plunet GmbH
Contents
Introduction 3
Login 3
Navigation 4
Action bar 5
Dashboard 5
Accepting a job 6
Job assignment 7
Working on a job 8
Download source data 9
Deliver target data 9
Creating invoices 10
Copyright Notice 12
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Introduction
This guide is aimed at all users who work with the Plunet BusinessManager resource portal.
With Plunet BusinessManager you can prepare and deliver your jobs, create invoices and
maintain your own data in the system. This description gives you a brief overview of the
workflow in a typical job.
Login
Enter the IP address of Plunet BusinessManager in the address bar of your web browser. Your
project manager will give you this address. The Plunet BusinessManager login screen is
displayed. You can now log in by entering the user name and password provided to you by your
project manager.
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NOTE
If you enter the wrong password three times in a row, your account will be automatically
locked for 24 hours. To unlock your account sooner, please contact your administrator. If
you have forgotten your password, you can click on Forgot your password? and a new
password will be sent to you by e-mail. If you have problems logging into Plunet
BusinessManager, please click on Problems during login? and fill in the form to send a
message to the system administrator.
Navigation
Plunet BusinessManager is based on web technologies and is designed in a completely browser-
based manner. As a result, operation is generally similar to browsing through a website.
The navigation in Plunet BusinessManager is divided into the following levels:
l Tabs
l Menus
l Sub-menus
The number of tabs and menus that you can access depends on your rights. Click on a tab to
access additional menu items at the menu level. These items then lead to additional menu
items at the sub-menu level. When you click on a menu item at the sub-menu level, the view
automatically jumps down to the corresponding section.
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Action bar
Info
When you click on in the top right-hand corner, the Info window opens. Here you can find
useful documents and links.
Support
Clicking on opens a window with a link to further information about the resource portal.
User
Clicking on opens the User window with a link to the Settings page, where you can:
l Specify your availability periods by setting up the weekly schedule and entering your
absences
l Make display settings, such as changing the date format or specifying the height/width of
new windows
l Change your password
l Enter your e-mail settings
If you have the corresponding rights, you can also click on My Profile in the User window to open
the My Data section. Here you can edit your contact data, view your weekly schedule and enter
your working hours per month. You can also enter Properties, such as your areas of expertise,
your source and target languages, which will be helpful to the project manager when he/she
searches for resources for jobs.
Logout
Click on to log out of Plunet BusinessManager.
Dashboard
After logging in, you reach the Dashboard. This page contains an overview of your jobs and
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invoices, organized by status. By clicking on a status (e.g. In progress or Delivered), you open a
detailed list of all elements with that status.
The Dashboard can also be accessed at any time via Home → Dashboard. You can also modify
your personal Settings or your E-mail configuration via this menu.
Accepting a job
Your current and past jobs are listed under Dashboard → Jobs. The statuses are as follows:
l Requested → The project manager has sent you a request about these jobs and is waiting for
you to accept/decline the jobs.
l Assigned - waiting→ You have been assigned to these jobs, but have not started working on
them yet (for example, when you have been assigned to the second job in the workflow and
are waiting for the previous job to be completed).
l In progress → The jobs that you are currently working on.
l Delivered → The jobs that have been delivered back to the project manager.
l Approved → The jobs that have been approved by the project manager. If you have the cor-
responding right, you can create a vendor invoice for these jobs.
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Click on Requested - Please reply to view a list of jobs that have been requested by the project
manager.
When you click on a job, the job view opens as an overlay with all of the relevant data for the
selected job. You can review the job details here before accepting the job. You can then confirm
your availability under Job → Specification, accept the job and work on it right away or send
your price for this job to the project manager, depending on the request.
A confirmation of your acceptance appears along with the link E-mail to contact person, which
you can use to get in touch with the relevant contact person for this job, if necessary.
Job assignment
The project manager will then assign the job to you. You will receive an e-mail with all of the
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relevant details. The subject line contains the job number and the message body contains the
details of the job. The job e-mail is also a request to log into Plunet BusinessManager and
download all of the documents required to complete the assigned job. The whole workflow is
described in detail below.
Working on a job
You can find your job in the Dashboard under In progress. Clicking on the job number opens the
job view in an overlay.
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Download source data
Go to the Source data section and click on the FileManager button to pick up the source
documents.
The !_out folder contains all of the files you need to carry out the job, as well as a copy of the
job e-mail you have already received.
Deliver target data
JOB → DELIV ERY
Once you have completed the job, you can deliver the documents in Plunet BusinessManager.
Open the job and go to the Delivery tab.
1. Under Deliver data to server, click on Target data. Upload your completed documents by
clicking on Search... and selecting the documents. Alternatively, you can upload the files
via Drag & Drop by selecting the files in your file explorer and dragging them to FileMan-
ager.
2. Click Upload and the data will be saved in the !_in folder for your job. Once the upload is
complete, you can close the window and return to the detailed view of the selected job.
3. If a checklist of work instructions needs to be completed for the job, you need to review
the checklist under Check work instructions and save the changes before the job can be
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delivered. To do so, select all of the work instructions with Not carried out or Carried out.
4. Under Send delivery you have the option of leaving a delivery comment. Afterwards, click
on either Partial delivery or Final delivery, depending on the process of the job. A message
appears stating that this action will confirm the delivery of the job. The delivery date
appears underneath your delivery comments. Your project manager will now receive a
delivery e-mail containing the job data and your delivery comments.
Creating invoices
If you have the corresponding right, you can create your own invoices in Plunet
BusinessManager.
Once the project manager has set the status of your job to Approved, it will appear in your
Dashboard under Approved - please create invoice.
An invoice can be created by selecting the relevant jobs and clicking on Create invoice for
approved jobs underneath the list of jobs. If there are any discrepancies between the data in the
system and the your personal records, the you should contact your vendor manager or project
manager.
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If you have worked on jobs in different currencies, only the jobs in the same currency can be
invoiced together.
After clicking on Create invoice for approved jobs, a new invoice opens and you can enter/modify
the required information. The status of the invoice is initially In preparation.
In the General invoice data section, you can enter your invoice number, the invoice date, and the
Payment due date.
In the Edit invoice section, it is possible to delete individual jobs that are not supposed to be
included in the invoice and modify quantities that deviate from the quantities entered when the
job was created, e.g. words translated.
When you have entered all of the data for the invoice, click on Submit for approval. The status of
the invoice changes to Created by external user and the project manager will receive the invoice
by e-mail.
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Copyright Notice
Plunet GmbH
Dresdener Str. 15
10999 Berlin
All ideas, proposals, text and images are the intellectual property of Plunet GmbH and are
subject to the pertinent copyrights. The unauthorized use of this material is expressly prohibited
– no part of this document may be furnished to others, copied, reproduced or transmitted by
any means or for any purpose. All rights reserved.
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