Screenshot:Multiphase Project

Back to Screens_Reference

Multiphase Project

Create and edit projects and tasks potentially requiring sales invoicing.

Multiphase Project

Create and plan a multiphase project.

• Organization : Organizational entity within client
• Search Key : A fast method for finding a particular record.
• Name : A non-unique identifier for a record/document often used as a search tool.
• Summary Level : A means of grouping fields in order to view or hide additional information.
• Set Project Type : Set Project Type and for Service Projects copy Phases and Tasks of Project Type into Project
• Project Status : Indicates the current status of the project.
• Project Type : Project Type is a template of a common project.
• Current Phase : One section or part of a project which is potentially made up of one or many tasks.
• Starting Date : A parameter stating when a specified request will begin.
• Planned End Date : The planned end data is when a contract is registered into the application.
• Real End Date : The date that a task, process, or action is to be completed or delivered by.
• Description : A space to write additional related information.
• Sales Representative : The person in charge of a document.
• Person in Charge : An employee that is responsible for the project.
• Legally Binding Contract : Is this document a (legal) commitment?
• Price Ceiling : An indication that the highest possible contract amount and quantity are being charged (may depend on government regulations.
• Contract Amount : The maximum legal monetary price a project may be billed for.
• Contract Quantity : The maximum legal quantity for a project.
• Service Revenue
• Planned Expenses
• Services Provided Cost
• Outsourced Cost
• Total Service Cost
• Reinvoiced Expenses
• Planned Service Margin %
• Planned Expenses Margin %
• Business Partner : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
• Partner Address : The location of the selected business partner.
• User/Contact : An acquaintance to reach for information related to the business partner.
• Order Reference : A reference or document order number as listed in business partner application.
• Payment Method : It is the method by which payment is expected to be made or received.
• 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.
• Currency : An accepted medium of monetary exchange that may vary across countries.
• Warehouse : The location where products arrive to or are sent from.
• Change Project Status : Change project status
• Copy Details : Copy Lines/Phases/Tasks from another existing project
• Work Type : A distinct work characteristic used for processes.
• Standard Phase : One section or part of a project which is potentially made up of one or many tasks.
• Sales Campaign : An advertising effort aimed at increasing sales.
• Project Category : Project Category
• Project Balance : Total Project Balance
• Project : Identifier of a project defined within the Project & Service Management module.
• Processed : A confirmation that the associated documents or requests are processed.
• Price List Version : A price list with a specified validity range.
• Planned po Amount
• Planned Quantity : The expected or provisional quantity to be involved for a transaction line.
• Planned Margin : The expected or provisional margin to be earned due to this transaction.
• Planned Amount : The monetary sum expected to be involved for a transaction line.
• Phase
• Number of Copies : The number of copies of each document that will be printed.
• Location / Address : A specific place or residence.
• Last planned proposal date
• Invoice to Project
• Invoice Quantity : The total number of a product included in an invoice to a business partner.
• Invoice Amount : The monetary sum that is invoiced for a specified item or service.
• Invoice Address : The location where the invoice payment request will be sent.
• Initiative Type
• Generate Order : Generate Order from Project
• Form of Payment : The method used for payment of this transaction.
• Create Temporary Price List : This option permits to indicate if a temporary price list will be created.
• Create Sales Order from Project : Generate Sales Order From Project
• Comments : A space to write additional related information.
• Close Project : Close Project
• Client : Client for this installation.
• Active : A flag indicating whether this record is available for use or de-activated.
• Account No. : Account Number

Project Phase

Define the invidual phases of this project.

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

Project Task

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

• Organization : Organizational entity within client
• Sequence Number : The order of records in a specified document.
• Name : A non-unique identifier for a record/document often used as a search tool.
• Product : An item produced by a process.
• Quantity : The number of a certain item.
• Net Unit Price : The price that will be paid for a specified item.
• Starting Date : A parameter stating when a specified request will begin.
• Planned End Date : The planned end data is when a contract is registered into the application.
• Ending Date : A parameter stating when a specified request will end.
• Task Complete : Task is complete
• Standard Task : Standard Project Type Task
• Price Ceiling : An indication that the highest possible contract amount and quantity are being charged (may depend on government regulations.
• Contract Amount : The maximum legal monetary price a project may be billed for.
• Description : A space to write additional related information.
• Project Task : A job to be carried out during the phase of a project.
• Project Phase : A defined section of a project.
• Help/Comment : A comment that adds additional information to help users work with fields.
• Client : Client for this installation.
• Active : A flag indicating whether this record is available for use or de-activated.

Accounting

Define Project Accounting

• General Ledger : The book containing all financial transactions recorded for the legal entity.
• Active : A flag indicating whether this record is available for use or de-activated.
• Project Accounting
• Project : Identifier of a project defined within the Project & Service Management module.
• Organization : Organizational entity within client
• Client : Client for this installation.

Back to Screens_Reference