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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.
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