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Before you can start creating projects, you may need to create master records of the following types: Project Roles and Project Types. However, you can easily create all the necessary master records of these and other types when creating a project.
The Projects list
The master records of projects can be arranged in a hierarchical structure by using folders (or groups). For example, you can group projects by customer, project type, or in any other way. In a newly implemented system, there are no projects, and there are no folders holding the projects.To add a project, click the Create button on the toolbar. To edit the existing one, double-click the line with its name. You can also select the line, right-click it, and select Edit or click on the toolbar: More actions > Edit.
The hierarchical list of projects includes all the projects available in the system. If you don't see a specific project, open another folder or use the Search field to locate the project by a string in its description or customer company name. You can change the list display settings to suit your particular needs. To learn more about the list display settings, see Working with the item list.
The toolbar buttons
To add a project, click the Create button on the toolbar. To edit the existing one, double-click the line with its name. You can also select the line, right-click it, and select Edit or click on the toolbar: More actions > Edit.
For a project selected in the list, you can click the Generate button to enable creating documents of the following types:
- Customer Order: To record the goods and services requested by the customer in this project.
- Inventory Write Off: To register the issue of inventory items needed for the project form from a warehouse.
- Invoice: To bill the customer (client) for the provided goods and services rendered within the project.
- 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.
Creating a
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folder
To add a group (folder), click the Create Group button on the form toolbar. This opens the Projects (Create folder) dialog box. In the Description field, enter the description of this group (folder).
The "Projects (create folder)" form
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You can move the projects between folders by drag-and-drop method or by selecting another folder to hold a particular project (when editing this project).
See also
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