ManualDoc:SectionProject & Service Management(Openbravo Admin)

Introduction and key concepts

Openbravo Project and Service Management helps you managing biddings, multiphase project and expenses.

The Project and Service Management module consists of:

• Service Project to manage biddings
• Multiphase Project to manage project with phases and tasks
• Expense Sheets to manage cost related to projects

The Service Project has the following sequence of events:

• the creation of the Service Project with the following information:
  • planned amounts and margins related to the project
  • information needed to create a Sales Order
  • different biddings for the project
  • product information related to the project
  • optionally a temporary price list can be created for this project
  • information needed to create a Purchase Order
• once the bidding has been won, the information is entered in the Service Project
• project status is changed to Order
• the purchase order is created
• the sales order is created
• project status is changed to Order Closed

The Multiphase Project has the following sequence of events:

• the creation of the Multiphase Project with the following information:
  • planned amounts and margins related to the project
  • information needed to create a Sales Order
  • product information related to the project
  • optionally a Project Type is created or an existing one is used to create the phases and tasks. Alternatively without using a project type, phases and tasks can be created directly on the Multiphase Project.
  • start and end dates for the overall project and for phases and tasks
  • project status is changed to Order
• planned versus actual cost can be monitored on the Project Profitability report based on the following:
  • time sheets and item expenses are reported in Expense Sheets related to the project
  • any purchases, outsourcing cost or expenses reimbursement related to the project have the project name referenced on the Purchase Invoice
  • any Sales Invoice created as a result of the Expense Sheets have the project name refereced
  • at the end of each phase a Sales Order related to the phase is created from the Multiphase Project. This results in the creation of a Sales Invoice
• progress of the project can be monitored in the Project Progress report
• after completion of all phases the Multiphase Project status is changed to Order Closed

The key project and service management concepts mentioned in this chapter are.

• Business Partner:
  • Supplier: third party that supplies goods and/or services. In project and service management the supplier is the vendor of provided goods related to the project, the consultancy company that consultancy services were outsourced to and the employee that is reimbursed for expenses related to a project.
  • Customer: this party that goods or services are sold to. In project and service management the customer is who we charge the cost and expenses of the project to.
  • Employee: person that works at the company.In project and service management the employee information is used for the cost calculation of the project, based on time sheets.
• Sales Order: document that lists goods and/or services provided to a customer and the conditions of the sale.
• Sales Invoice: document used to administer a right to collect, that lists goods and/or services provided to a customer and the conditions of the sale.
• Purchase Invoice: document used to administer an obligation to pay, that lists goods and/or services provided by a supplier.
• Service Project: form to register information related to bidding and generate a sales order and a purchase order when the bidding outcome is known.
• Project Type: template used to easily create phases and tasks on a multiphase project.
• Multiphase Project: form used to registrate a project, the planned expenses, marges, who the project will be executed for and the phases and tasks of the project.
• Project Phase: a time period during which certain activities are executed.
• Project Task: activities that are executed during a project phase.
• Expense Sheet: form used to register item expenses and time for a project.

Openbravo Project & Service Management

Starting from here you will learn in much more detail how to configure, operate and analize Openbravo "Project & Service Management" application area.