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Projects:Project Type Project Category Enhancements/Technical Documentation


Project Type Project Category Enhancements - Technical Documentation


This article will explain how to proceed in order to enhance Project Type and Project Category elements within Openbravo ERP's Project & Service Management module.

Current status

At present, Openbravo ERP has a project type defined for Multiphase Projects (with standard phases and tasks) but not for Service Projects (with standard lines).

Technical design

Project Category drop-down list

In order to add more values to Project Category drop-down list:

Standard Line tab

In order to add a new Standard Line tab inside Project Type window:

Set Project Type process

In order to modify Set Project Type process to work with new project types for Service Projects:

Service Project window

In order to add Set Project Type button and Project Type field to Service Project tab inside Service Project window:

In order to add Standard Line field to Project Line tab inside Service Project window:

Project & Service Management reports

In order to add Project Type and Project Category filter fields to Project Progress, Project Profitability, Service Project and Expense reports:

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