This tab contains the main information related to the project, including the entity, customer, project manager, and planned start and finish dates. As the project progresses through its life cycle, actual start and finish dates can also be entered.
The required fields are: Description and Entity
This tab contains key project attributes that define the structure and initial setup of the project.
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.
Manual Project Tasks Statuses Tracking: When enabled, allows progress to be manually updated by modifying the status of individual project tasks.
Invoicing Method: Choose between the Progressive or Milestone method.
Progressive – Based on % of BOQ progress
Milestone – Based on predefined payment stages
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 New 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.
Additional Information: A free-text field for entering any extra details relevant to the project.
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.
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.
The Project Status Change (create) form appears when you click the Change status link.
Select a new status for the project in the Status field. Optionally, you can edit the date of the status change.
Then, click Save to assign the selected new status.
To add a new status, go to the Project status section within the project, open any document from the status change history, and select Show all.
This will display the list of all project statuses. If needed, a new status can be created by clicking the Create button, which opens the New (Project Statuses) form.
The New (Project Statuses) form lets you create a custom project status.
Save and Close / Save: Save the status and close the form, or just save and stay on the page.
Code: A unique code for the status.
Description: The name of the status is shown in the project.
Predefined Status: Choose a standard status type, like Proposed or Completed, from the list
Sequence Number: Sets the order of the status in the workflow.
The following links are available at the top of the form under the project title:
