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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.

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• Customer Order: To record the goods and services requested by the customer in this project.
• Inventory Write OffGoods 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  form appears.

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The "Project Status Change (create)" form.

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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.