This tab provides you with main information on the project: entity, customer, project manager, planned dates of its start and finish. As the project moves through different stages of its life cycle, the dates of its actual start and finish can be added.

The required fields are: Description and Entity.


The "Projects (create)" form. The Main Parameters tab

In the Customer field, specify the client for whom the project is intended. Optionally, in the Contract field, you can specify a contract which is related to this project.

In the Description field, type a clear and concise description of the project. This description will identify the project in project lists.

In the Project Manager field, select the employee who is responsible for this project in your company.

The default status of a new project is Proposed. You can change status as the project moves through different stages in its life cycle. The following statuses are available: Proposed, Active, Completed, and Canceled. For details, refer to the Project Status Changes subsection below.

If you want to add the project to a specific group of projects, select this group in the Folder field. If the necessary folder has not been added yet, you can create it by clicking to the right in the field and then clicking (Add).

Additionally, by using the Project Type field, you can select the project type among project types defined by using the Project Types form.

In the Entity field, select an entity of your company that is related to this project. The Entity field is available if the Multi-Company Accounting option is selected on: Administration > Settings > General Settings. You can select your personal default entity to appear in documents; for this, refer to Personal Settings. If you have not selected your default entity, the entity defined first will be used as the system default value.

In the Planned Start Date, select the date when it is planned to start the project. In the Finish field, specify the planned finish date of this project. The duration (in days) of the project will be automatically calculated and will appear in the Duration field.

The actual start date can be assigned automatically once you change the project status from Proposed to Active. This option is indicated by <Auto> to the right of the date field. Also, the actual date of the project completion will appear in the Finish field once you change the project's status to Completed, as it is also indicated by <Auto> to the right of the date field.

If you need to specify the start and finish dates manually, click (Edit) to the right. Once you click this button, the Actual Start Date and the appropriate Finish fields become enabled, and you can enter the respective dates.

In the Additional Information text box, you can enter any information that is relevant to the project.

The toolbar buttons

After filling out the tab, click the Save button to save the project. Click Save and close to save the project with all the changes and close the form.

If you need to generate a new document for the project, click Generate on the toolbar and select the type of the document from the following ones:

  • Customer Order: To record the goods and services requested by the customer in this project.
  • Goods Dispatch Note: To register the issue of inventory items needed for the project form a warehouse.
  • Invoice: To bill the customer (client) for the provided goods and rendered services.
  • Invoice Received: To register the purchase of goods and services required for the project.
  • Purchase Order: To order the goods and services required for the project.
  • Quotation: To set the prices to be offered to the customer.
  • Requisition: To include the items needed for projects in requisition processing.

For descriptions of other buttons, see Document Toolbar.

Project status changes

You can change the project status by using the Change status link to the right of the current project status. The link appears once you save the project.

When you click the Change status link, the Project Status Change (create) form appears.


The "Project Status Change (create)" form.

Select a new status for the project in the Status field.

Optionally, you can edit the date of the status changing.

Then, click Save to assign the selected new status.

To view the history of project's status changes, click the Project Statuses link right under the project title.

Available links

The following links are available at the top of the form under the project title:

  • Project Statuses: Click this link to view the history of status changes.
  • Project Estimates Versions: Click this link to view the history of project estimates.

 

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