Archive:User Manual 2.3/Project and Service Management

Contents 1 Transactions 1.1 Multiphase Project 1.1.1 Project 1.1.2 Project Phase 1.1.3 Project Task 1.2 Service Project 1.2.1 Header 1.2.2 Issues 1.2.3 Lines 1.3 Construction Project 1.3.1 Construction Site 1.3.2 Construction Site Line 1.3.3 Followup 1.3.4 Proposal 1.3.5 Proposal Line 1.3.6 Vendor 1.4 Expense Sheet 1.4.1 Header 1.4.2 Lines 1.5 Invoiceable Expenses 1.5.1 Customer 1.5.2 Lines 1.6 Create Sales Orders from Expenses 1.7 Employee Expenses 1.7.1 Employee 1.7.2 Lines 2 Setup 2.1 Project Type 2.1.1 Project Type 2.1.2 Standard Phase 2.1.3 Standard Task 3 Analysis Tools 3.1 Project Profitability Report 3.2 Project Report 3.3 Project Proposal Tracker 3.4 Expense Report

Transactions

Multiphase Project

Create and edit projects and tasks potentially requiring sales invoicing.

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Project

Create and plan a sales project.

Fields:

Account No:	Account Number
Active:	A flag indicating whether this record is available for use or de-activated.
Business Partner :	Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Change Project Status:	Change project status
Client:	Client for this installation.
Close Project:
Comments:	A space to write additional related information.
Commitment:	Is this document a (legal) commitment?
Contract Amount:	The maximum legal monetary price a project may be billed for.
Contract Date:	The date a contract is registered into the application.
Contract Quantity:	The maximum legal quantity for a project.
Copy Details:	Copy Lines/Phases/Tasks from other Project
Create Sales Order from Project:	Generate Sales Order From Project
Currency:	An accepted medium of monetary exchange that may vary across countries.
Description:	A space to write additional related information.
Expected expenses:
Expected margin:
Finish Date:	The date that a task, process, or action is to be completed or delivered by.
Form of Payment:	The method used to pay the request.
Generate Order:	Generate Order from Project
Initiative:
Invoice Amount:	The monetary sum that is invoiced for a specified item or service.
Invoice Quantity:	The total number of a product included in an invoice to a business partner.
Invoice to Address:	The location where the invoice payment request will be sent.
Invoice to Project:
Last planned proposal date:
Location / Address:	A specific place or residence.
Name:	A identifier for a document which can be used as a search tool.
Number of Copies:	The number of copies of each document that will be printed.
Order Reference:	A reference or document order number as listed in business partner application.
Organization:	Organizational entity within client
Partner Address:	The location of the selected business partner.
Payment Terms:	The setup and timing defined to complete a specified payment.
Phase:
Planned Amount:	The monetary sum expected to be involved for a transaction line.
Planned Margin:	The expected or provisional margin to be earned due to this transaction.
Planned po Amount:
Planned Quantity:	The expected or provisional quantity to be involved for a transaction line.
Price Ceiling:	An indication that the highest possible contract amount and quantity are being charged (may depend on government regulations.
Price List:	A catalog of selected items with prices defined generally or for a specific partner.
Price List Version:	A price list with a specified validity range.
Processed:	A confirmation that the associated documents or requests are processed.
Project:	A defined task or undertaking
Project Balance:	Total Project Balance
Project Category:	Project Category
Project status:
Project Type:	A distinct project characteristic used for processes and sometimes grouped within a category.
Reinvoicing Expenses:
Responsible:
Sales Campaign:	An advertising effort aimed at increasing sales.
Sales Representative:	The person in charge of carry out an order.
Search Key:	A fast method for finding a particular record.
Service cost:
Service margin:
Service revenue:
Set Project Type:	Set Project Type and for Service Projects copy Phases and Tasks of Project Type into Project
Standard Phase:	One section or part of a project which is potentially made up of one or many tasks.
Summary Level:	A means of grouping fields in order to view or hide additional information.
User/Contact:	An acquaintance to reach for information related to the business partner.
Warehouse / Service Point:	The location where products arrive to or are sent from.
Work Type:	A distinct work characteristic used for processes.

Project Phase

Define the invidual phases of this project.

Fields:

Active:	A flag indicating whether this record is available for use or de-activated.
Client:	Client for this installation.
Complete:	It is complete
Contract Amount:	The maximum legal monetary price a project may be billed for.
Description:	A space to write additional related information.
Ending Date:	A parameter stating when a specified request will end.
Generate Order:	Generate Order from Project Phase
Help/Comment:	A comment that adds additional information to help users work with fields.
Name:	A identifier for a document which can be used as a search tool.
Organization:	Organizational entity within client
Price Ceiling:	An indication that the highest possible contract amount and quantity are being charged (may depend on government regulations.
Product:	An item produced by a process.
Project:	A defined task or undertaking
Project Phase:	A defined section of a project, sometimes made up of one or many phases.
Quantity:	The number of a certain item.
Sales Order:	A unique and often automatically generated identifier for a sales order.
Sequence:	The order of records in a specified document.
Standard Phase:	One section or part of a project which is potentially made up of one or many tasks.
Start Date:	A parameter stating when a specified request will begin.
Unit Price:	The price that will be paid for a specified item.

Project Task

Define the individual tasks needed to complete this phase of the project.

Fields:

Active:	A flag indicating whether this record is available for use or de-activated.
Client:	Client for this installation.
Description:	A space to write additional related information.
Help/Comment:	A comment that adds additional information to help users work with fields.
Name:	A identifier for a document which can be used as a search tool.
Organization:	Organizational entity within client
Product:	An item produced by a process.
Project Phase:	A defined section of a project, sometimes made up of one or many phases.
Project Task:	A job to be carried out during the phase of a project.
Quantity:	The number of a certain item.
Sequence:	The order of records in a specified document.
Standard Task:	Standard Project Type Task

Service Project

Create and edit projects and tasks potentially requiring purchase and sales invoicing. What is a Service Project? Helps companies manage the profitability of their services and offerings. It can be thought of as a “cost center” allowing managers to track expenses, employee hours and efforts, purchases, etc. Companies will be in a better position to manage and correctly invoice clients.

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Header

Create and edit projects and tasks potentially requiring purchase and sales invoicing.

Fields:

Active:	A flag indicating whether this record is available for use or de-activated.
Business Partner :	Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Client:	Client for this installation.
Close Project:
Comments:	A space to write additional related information.
Commitment:	Is this document a (legal) commitment?
Contract Amount:	The maximum legal monetary price a project may be billed for.
Contract Date:	The date a contract is registered into the application.
Contract Quantity:	The maximum legal quantity for a project.
Copy Details:	Copy Lines/Phases/Tasks from other Project
Currency:	An accepted medium of monetary exchange that may vary across countries.
Description:	A space to write additional related information.
Finish Date:	The date that a task, process, or action is to be completed or delivered by.
Generate Order:	Generate Order from Project
Invoice Amount:	The monetary sum that is invoiced for a specified item or service.
Invoice Quantity:	The total number of a product included in an invoice to a business partner.
Name:	A identifier for a document which can be used as a search tool.
Order Reference:	A reference or document order number as listed in business partner application.
Organization:	Organizational entity within client
Partner Address:	The location of the selected business partner.
Payment Terms:	The setup and timing defined to complete a specified payment.
Planned Amount:	The monetary sum expected to be involved for a transaction line.
Planned Margin:	The expected or provisional margin to be earned due to this transaction.
Planned Quantity:	The expected or provisional quantity to be involved for a transaction line.
Price Ceiling:	An indication that the highest possible contract amount and quantity are being charged (may depend on government regulations.
Price List Version:	A price list with a specified validity range.
Processed:	A confirmation that the associated documents or requests are processed.
Project:	A defined task or undertaking
Project Balance:	Total Project Balance
Project Category:	Project Category
Project Type:	A distinct project characteristic used for processes and sometimes grouped within a category.
Sales Campaign:	An advertising effort aimed at increasing sales.
Sales Representative:	The person in charge of carry out an order.
Search Key:	A fast method for finding a particular record.
Set Project Type:	Set Project Type and for Service Projects copy Phases and Tasks of Project Type into Project
Standard Phase:	One section or part of a project which is potentially made up of one or many tasks.
Summary Level:	A means of grouping fields in order to view or hide additional information.
User/Contact:	An acquaintance to reach for information related to the business partner.
Warehouse / Service Point:	The location where products arrive to or are sent from.

Issues

Issues to the Project

Fields:

Active:	A flag indicating whether this record is available for use or de-activated.
Attribute Set Value:	An attribute associated with a product as part of an attribute set.
Client:	Client for this installation.
Description:	A space to write additional related information.
Expense Line:	Time and Expense Report Line
Line No.:	A line stating the position of this request in the document.
Movement Date:	The date that a certain item is moved from one location to another.
Movement Quantity:	The number of items being moved from one location to another.
Organization:	Organizational entity within client
Posted:	Posting status
Processed:	A confirmation that the associated documents or requests are processed.
Product:	An item produced by a process.
Project:	A defined task or undertaking
Project Issue:	Project Issues (Material, Labor)
Shipment/Receipt Line:	A statement displaying one item, charge, or movement in a shipment/receipt.
Storage Bin:	A set of coordinates (x, y, z) which help locate an item in a warehouse.

Lines

Add productsand services to be included in your purchase order. Each product or service is added by creating a line.

Fields:

Active:	A flag indicating whether this record is available for use or de-activated.
Client:	Client for this installation.
Contract Amount:	The maximum legal monetary price a project may be billed for.
Contract Quantity:	The maximum legal quantity for a project.
Description:	A space to write additional related information.
Get Price:	Get Price for Project Line based on Project Price List
Invoice Amount:	The monetary sum that is invoiced for a specified item or service.
Invoice Quantity:	The total number of a product included in an invoice to a business partner.
Line No.:	A line stating the position of this request in the document.
Organization:	Organizational entity within client
Planned Amount:	The monetary sum expected to be involved for a transaction line.
Planned Margin:	The expected or provisional margin to be earned due to this transaction.
Planned Price:	Planned price for this project line	ç
Planned Purchase Price:
Planned Quantity:	The expected or provisional quantity to be involved for a transaction line.
Print:	A reference stating whether or not the document has been printed at any time in the past.
Processed:	A confirmation that the associated documents or requests are processed.
Product:	An item produced by a process.
Product Category:	A classification of items based on similar characteristics or attributes.
Project:	A defined task or undertaking
Project Issue:	Project Issues (Material, Labor)
Project Line:	Task or step in a project
Purchase Order:	An often automatically generated unique identifier for a purchase order.
Sales Order:	A unique and often automatically generated identifier for a sales order.
Tax:	The percentage of money requested by the government for this specified product or transaction.

Construction Project

Create and edit potential projects which your business partner's are bidding on. Create plans to purchase and proposals to your products if a business partner bid is won.

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Construction Site

Add construction projects for which your products will be needed.

Fields:

Account No:	Account Number
Active:	A flag indicating whether this record is available for use or de-activated.
Business Partner :	Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Change Project Status:	Change project status
Client:	Client for this installation.
Close Project:
Comments:	A space to write additional related information.
Commitment:	Is this document a (legal) commitment?
Contract Amount:	The maximum legal monetary price a project may be billed for.
Contract Date:	The date a contract is registered into the application.
Contract Quantity:	The maximum legal quantity for a project.
Copy Details:	Copy Lines/Phases/Tasks from other Project
Create Sales Order from Project:	Generate Sales Order From Project
Created:	Record create date
Currency:	An accepted medium of monetary exchange that may vary across countries.
Description:	A space to write additional related information.
Finish Date:	The date that a task, process, or action is to be completed or delivered by.
Form of Payment:	The method used to pay the request.
Generate Order:	Generate Order from Project
Initiative:
Invoice Amount:	The monetary sum that is invoiced for a specified item or service.
Invoice Quantity:	The total number of a product included in an invoice to a business partner.
Invoice to Address:	The location where the invoice payment request will be sent.
Invoice to Project:
Last planned proposal date:
Location / Address:	A specific place or residence.
Name:	A identifier for a document which can be used as a search tool.
Number of Copies:	The number of copies of each document that will be printed.
Order Reference:	A reference or document order number as listed in business partner application.
Organization:	Organizational entity within client
Partner Address:	The location of the selected business partner.
Payment Terms:	The setup and timing defined to complete a specified payment.
Phase:
Planned Amount:	The monetary sum expected to be involved for a transaction line.
Planned Margin:	The expected or provisional margin to be earned due to this transaction.
Planned po Amount:
Planned Quantity:	The expected or provisional quantity to be involved for a transaction line.
Price Ceiling:	An indication that the highest possible contract amount and quantity are being charged (may depend on government regulations.
Price List:	A catalog of selected items with prices defined generally or for a specific partner.
Price List Version:	A price list with a specified validity range.
Processed:	A confirmation that the associated documents or requests are processed.
Project:	A defined task or undertaking
Project Balance:	Total Project Balance
Project Category:	Project Category
Project status:
Project Type:	A distinct project characteristic used for processes and sometimes grouped within a category.
Sales Campaign:	An advertising effort aimed at increasing sales.
Sales Representative:	The person in charge of carry out an order.
Search Key:	A fast method for finding a particular record.
Set Project Type:	Set Project Type and for Service Projects copy Phases and Tasks of Project Type into Project
Standard Phase:	One section or part of a project which is potentially made up of one or many tasks.
Summary Level:	A means of grouping fields in order to view or hide additional information.
User/Contact:	An acquaintance to reach for information related to the business partner.
Warehouse / Service Point:	The location where products arrive to or are sent from.
Work Type:	A distinct work characteristic used for processes.

Construction Site Line

Add your products and plan their prices for this project. Each product is added on its own line.

Fields:

Active:	A flag indicating whether this record is available for use or de-activated.
Client:	Client for this installation.
Contract Amount:	The maximum legal monetary price a project may be billed for.
Contract Quantity:	The maximum legal quantity for a project.
Description:	A space to write additional related information.
Description:	A space to write additional related information.
Get Price:	Get Price for Project Line based on Project Price List
Identifier:	A value specified in many forms.
Invoice Amount:	The monetary sum that is invoiced for a specified item or service.
Invoice Quantity:	The total number of a product included in an invoice to a business partner.
Line No.:	A line stating the position of this request in the document.
Name:	A identifier for a document which can be used as a search tool.
Organization:	Organizational entity within client
Planned Amount:	The monetary sum expected to be involved for a transaction line.
Planned Margin:	The expected or provisional margin to be earned due to this transaction.
Planned Price:	Planned price for this project line
Planned Purchase Price:
Planned Quantity:	The expected or provisional quantity to be involved for a transaction line.
Print:	A reference stating whether or not the document has been printed at any time in the past.
Processed:	A confirmation that the associated documents or requests are processed.
Product:	An item produced by a process.
Product Category:	A classification of items based on similar characteristics or attributes.
Project:	A defined task or undertaking
Project Issue:	Project Issues (Material, Labor)
Project Line:	Task or step in a project
Purchase Order:	An often automatically generated unique identifier for a purchase order.
Sales Order:	A unique and often automatically generated identifier for a sales order.
Tax:	The percentage of money requested by the government for this specified product or transaction.

Followup

Edit the status of partners bid and thoughts on your proposal by following up with them.

Fields:

Active:	A flag indicating whether this record is available for use or de-activated.
Client:	Client for this installation.
Comments:	A space to write additional related information.
Creation Date:	The date that this record is completed.
Organization:	Organizational entity within client
Project proposal:
User/Contact:	An acquaintance to reach for information related to the business partner.

Proposal

Create a proposal for a business partner trying to win the bid for the construction project.

Fields:

Active:	A flag indicating whether this record is available for use or de-activated.
Business Partner :	Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Client:	Client for this installation.
Copy From:	Copy From Record
Date send:
Footer:
Form of Payment:	The method used to pay the request.
Header Note:
Organization:	Organizational entity within client
Partner Address:	The location of the selected business partner.
Payment Terms:	The setup and timing defined to complete a specified payment.
Process a Winning Bid:	Award contract to project
Project:	A defined task or undertaking
Project proposal:
Sales Transaction:	An indication that a transfer of goods and money between business partners is occurring.
User/Contact:	An acquaintance to reach for information related to the business partner.

Proposal Line

Add products to be included in your proposal for this business partner. Each product is added on its own line.

Fields:

Active:	A flag indicating whether this record is available for use or de-activated.
Client:	Client for this installation.
Description:	A space to write additional related information.
Identifier:	A value specified in many forms.
Line No.:
Name:	A identifier for a document which can be used as a search tool.
Organization:	Organizational entity within client
Price:	The cost or value of a good or service.
Product:	An item produced by a process.
Project proposal:
Quantity:	The number of a certain item.

Vendor

Add vendors from whom you will buy products if necessary.

Fields:

Active:	A flag indicating whether this record is available for use or de-activated.
Business Partner :	Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Client:	Client for this installation.
Comments:	A space to write additional related information.
Create Purchase Order from Project:	Generate Purchase Order From Project
INCOTERM description:
Incoterms:
Organization:	Organizational entity within client
Price List:	A catalog of selected items with prices defined generally or for a specific partner.
Price List Version:	A price list with a specified validity range.
Project:	A defined task or undertaking

Expense Sheet

Create a time or expense sheet in order to submit employee or invoicable expenses.

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Header

Create and process an expense sheet.

Fields:

Active:	A flag indicating whether this record is available for use or de-activated.
Approved:	Indicates if this document requires approval
Business Partner :	Identifies an Employee
Client:	Client for this installation.
Description:	A space to write additional related information.
Document No.:	An often automatically generated identifier for all documents.
Expense Sheet:	A list of billable expenses related to time, travel, and basis business conduct.
Organization:	Organizational entity within client
Process Expenses:
Process Now:	A request to process the respective document or task.
Report Date:	Expense/Time Report Date

Lines

Add time and regular expense lines to your sheet. Each expense is added to an individual line and may or may not be invoiced to your customers.

Fields:

Active:	A flag indicating whether this record is available for use or de-activated.
Activity:	A distinct activity defined and used in activity based management.
Business Partner :	Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Client:	Client for this installation.
Comments:	A space to write additional related information.
Converted Amount:	The monetary sum at which one unit of measure is changed to another.
Currency:	An accepted medium of monetary exchange that may vary across countries.
Description:	A space to write additional related information.
Expense Amount:	Amount for this expense
Expense Date:	Date of expense
Expense Line:	Time and Expense Report Line
Expense Sheet:	A list of billable expenses related to time, travel, and basis business conduct.
Invoice Line:	A statement displaying one item or charge in an invoice.
Invoice Price:	The price at which something may be invoiced, shown in the currency of the invoiced business partner.
Invoiced:	It is invoiced
Line No.:	A line stating the position of this request in the document.
Organization:	Organizational entity within client
Product:	An item produced by a process.
Project:	A defined task or undertaking
Project Phase:	A defined section of a project, sometimes made up of one or many phases.
Project Task:	A job to be carried out during the phase of a project.
Quantity:	The number of a certain item.
Resource Assignment:	Resource Assignment
Sales Campaign:	An advertising effort aimed at increasing sales.
Sales Order Line:	A unique and often automatically generated identifier for a sales order line.
Time Sheet:	An indication that the charge is due to time, not typically justifiable by receipt.
Time Type:	Type of time recorded
UOM:	A non monetary unit of measure.

Invoiceable Expenses

View expenses before invoicing them to customers.

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Customer

Select the customer who will be receiving the sales invoice.

Fields:

Active:	A flag indicating whether this record is available for use or de-activated.
Business Partner :	Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Customer:	A business partner who will be making purchases.
Name:	A identifier for a document which can be used as a search tool.
Name 2:	Additional space to write the name of a business partner.
Payment Terms:	The setup and timing defined to complete a specified payment.
Price List:	A catalog of selected items with prices defined generally or for a specific partner.
Search Key:	A fast method for finding a particular record.

Lines

View each expense line to be included in the sales invoice.

Fields:

Active:	A flag indicating whether this record is available for use or de-activated.
Activity:	A distinct activity defined and used in activity based management.
Business Partner :	Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Client:	Client for this installation.
Comments:	A space to write additional related information.
Converted Amount:	The monetary sum at which one unit of measure is changed to another.
Currency:	An accepted medium of monetary exchange that may vary across countries.
Description:	A space to write additional related information.
Expense Amount:	Amount for this expense
Expense Date:	Date of expense
Expense Line:	Time and Expense Report Line
Expense Sheet:	A list of billable expenses related to time, travel, and basis business conduct.
Invoice Line:	A statement displaying one item or charge in an invoice.
Invoice Price:	The price at which something may be invoiced, shown in the currency of the invoiced business partner.
Line No.:	A line stating the position of this request in the document.
Organization:	Organizational entity within client
Product:	An item produced by a process.
Project:	A defined task or undertaking
Project Phase:	A defined section of a project, sometimes made up of one or many phases.
Project Task:	A job to be carried out during the phase of a project.
Quantity:	The number of a certain item.
Re-invoice:	An indication that a transaction may be invoiced to a business partner.
Resource Assignment:	Resource Assignment
Sales Campaign:	An advertising effort aimed at increasing sales.
Sales Order Line:	A unique and often automatically generated identifier for a sales order line.
Time Sheet:	An indication that the charge is due to time, not typically justifiable by receipt.
Time Type:	Type of time recorded
UOM:	A non monetary unit of measure.

Create Sales Orders from Expenses

Create sales orders from expenses automatically .

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Employee Expenses

View internal employee expenses before processing them.

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Employee

Select the employee who is submitting the expenses.

Fields:

Active:	A flag indicating whether this record is available for use or de-activated.
Business Partner :	Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Employee:	A business partner who will be working for an organization.
Name:	A identifier for a document which can be used as a search tool.
Name 2:	Additional space to write the name of a business partner.
Payment Terms:	The setup and timing defined to complete a specified payment.
Purchase Price List:	A catalog of selected products which can be purchased, each with a specified price.
Search Key:	A fast method for finding a particular record.
Vendor:	A business partner who sells products or services.

Lines

View each expense line for the employee.

Fields:

Active:	A flag indicating whether this record is available for use or de-activated.
Activity:	A distinct activity defined and used in activity based management.
Business Partner :	Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Client:	Client for this installation.
Comments:	A space to write additional related information.
Converted Amount:	The monetary sum at which one unit of measure is changed to another.
Currency:	An accepted medium of monetary exchange that may vary across countries.
Description:	A space to write additional related information.
Expense Amount:	Amount for this expense
Expense Line:	Time and Expense Report Line
Expense Sheet:	A list of billable expenses related to time, travel, and basis business conduct.
Invoice Line:	A statement displaying one item or charge in an invoice.
Invoice Price:	The price at which something may be invoiced, shown in the currency of the invoiced business partner.
Line No.:	A line stating the position of this request in the document.
Organization:	Organizational entity within client
Product:	An item produced by a process.
Project:	A defined task or undertaking
Project Phase:	A defined section of a project, sometimes made up of one or many phases.
Project Task:	A job to be carried out during the phase of a project.
Purchase Order Line:	Purchase Order Line
Quantity:	The number of a certain item.
Re-invoice:	An indication that a transaction may be invoiced to a business partner.
Report Date:	Expense/Time Report Date
Resource Assignment:	Resource Assignment
Sales Campaign:	An advertising effort aimed at increasing sales.
Time Sheet:	An indication that the charge is due to time, not typically justifiable by receipt.
Time Type:	Type of time recorded
UOM:	A non monetary unit of measure.

Setup

Project Type

Define projects types with typical phases and tasks to be used in projects.

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Project Type

Define a project type.

Fields:

Active:	A flag indicating whether this record is available for use or de-activated.
Client:	Client for this installation.
Description:	A space to write additional related information.
Help/Comment:	A comment that adds additional information to help users work with fields.
Name:	A identifier for a document which can be used as a search tool.
Organization:	Organizational entity within client
Project Category:	Project Category
Project Type:	A distinct project characteristic used for processes and sometimes grouped within a category.

Standard Phase

Define phases and products required during each phase, to be included in this type. Each phase is added by creating a line.

Fields:

Active:	A flag indicating whether this record is available for use or de-activated.
Client:	Client for this installation.
Description:	A space to write additional related information.
Help/Comment:	A comment that adds additional information to help users work with fields.
Name:	A identifier for a document which can be used as a search tool.
Organization:	Organizational entity within client
Product:	An item produced by a process.
Project Type:	A distinct project characteristic used for processes and sometimes grouped within a category.
Sequence:	The order of records in a specified document.
Standard Phase:	One section or part of a project which is potentially made up of one or many tasks.
Standard Quantity:	Standard Quantity

Standard Task

Define tasks to be completed during each phase. Each task is added by creating a line.

Fields:

Active:	A flag indicating whether this record is available for use or de-activated.
Client:	Client for this installation.
Description:	A space to write additional related information.
Help/Comment:	A comment that adds additional information to help users work with fields.
Name:	A identifier for a document which can be used as a search tool.
Organization:	Organizational entity within client
Product:	An item produced by a process.
Sequence:	The order of records in a specified document.
Standard Phase:	One section or part of a project which is potentially made up of one or many tasks.
Standard Quantity:	Standard Quantity
Standard Task:	Standard Project Type Task

Analysis Tools

Project Profitability Report

Create a report showing the profitability of selected projects.

Project Report

Create a report showing your project's details.

Project Proposal Tracker

View proposals made to a budget project. Fields: Business Partner : Anyone who takes part in daily business operations by acting as a customer, employee, etc. Client: Client for this installation. Date send: First name: Name of the contact From: Last name: Last name of the contact Organization: Organizational entity within client Partner Address: The location of the selected business partner. Project: A defined task or undertaking Project proposal: Sales Transaction: An indication that a transfer of goods and money between business partners is occurring. To: User/Contact: An acquaintance to reach for information related to the business partner.

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Expense Report

Add and edit expenses for a specific business partner.

Category: User Documentation Legacy ERP