Screenshot:Project Type

Project Type

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

Define a project type.

Organization : Organizational entity within client
Project Category : Project Category
Name : A non-unique identifier for a record/document often used as a search tool.
Description : A space to write additional related information.
Active : A flag indicating whether this record is available for use or de-activated.
Project Type : Project Type is a template of a common project.
Help/Comment : A comment that adds additional information to help users work with fields.
Client : Client for this installation.

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

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.
Standard Quantity : Standard Quantity
Standard Duration in Days : Standard Duration in Days of a Standard Phase or a Standard Task
Active : A flag indicating whether this record is available for use or de-activated.
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.
Project Type : Project Type is a template of a common project.
Organization : Organizational entity within client
Help/Comment : A comment that adds additional information to help users work with fields.
Client : Client for this installation.

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

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.
Standard Quantity : Standard Quantity
Standard Duration in Days : Standard Duration in Days of a Standard Phase or a Standard Task
Active : A flag indicating whether this record is available for use or de-activated.
Description : A space to write additional related information.
Standard Task : Standard Project Type Task
Standard Phase : One section or part of a project which is potentially made up of one or many tasks.
Organization : Organizational entity within client
Help/Comment : A comment that adds additional information to help users work with fields.
Client : Client for this installation.