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Project Type

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

Project Type

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.

Standard Phase

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.

Standard Task

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.
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