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Customer: Specifies the client for whom the project is intended.
Contract: Optionally links a specific contract relevant to the project.
Description: A clear and concise description that serves to identify the project in various project lists.
Project Manager: Indicates the responsible employee overseeing the project.
Progress Tracking: Determines how the project's progress will be monitored. Two tracking types are available:
By Tasks / Items – Progress is measured based on both the completion of project tasks and the consumption of associated items.
By Tasks – Progress is tracked solely based on the status of project tasks.
Manual Project Tasks Statuses Tracking: When enabled, allows progress to be manually updated by modifying the status of individual project tasks.
Project Warehouse: Defines the warehouse to be used for issuing materials and items needed for the project.
Status: Represents the current stage of the project. The default is Proposed, and can be changed as the project advances through different life cycle stages. Available statuses: Proposed, Active, Completed, Cancelled.
Folder: Allows grouping the project under a specific folder. New folders can be created directly from the field if required.
Code: A unique identifier automatically assigned to the project.
Entity: Specifies the legal entity of the company managing the project.
Project Type: Indicates the project classification, selected from predefined types in the Project Types form.
Planned Start / Finish Date: Shows the scheduled dates for starting and completing the project. The Duration is automatically calculated in days.
Actual Start / Finish Date: These fields reflect the real dates of commencement and completion. When the project status changes from Proposed to Active, the Actual Start Date is filled in automatically (indicated by
<Auto>). Likewise, the Finish date is updated upon switching to Completed. If needed, the pencil icon (Edit) enables manual input of actual dates.- Use Advanced Project Planning: When enabled, it allows tracking of project schedule history and allows multiple project schedule versions for better control and comparison.
Additional Information: A free-text field for entering any extra details relevant to the project.
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