Tabs
Project Type Header
Critical Fields :-
1. Name : Name of the Project Type
2. Project category : This field represents project category
2.1. Asset project
2.2. General
2.3. Service (Charge) project
2.4. Work order (job)
Critical & one-time setup fields
1) Organization Field- This Field is used to select the organization to which you are going to process for the project Type.
Non-Critical fields :-
1.Description : Used to describe specifics about a Project or any other note, information, or data corresponding to project Type
2.Comment/Help : To keep information about comments or to mention any.
3.Active (Check Box) : To enable or disable active state of project
Standard Phase
Critical Fields :-
1.Sequence : To apply sequence for the phase of project to be followed. It will be auto-generated by system but user can edit accordingly.
1. Name : Name of the Phase
2. Standard Quantity : This field is to mention standard quantity of project which is mandatory
Critical & onetime setup Fields
1.Organization Field- This Field is used to select the organization which you are going to process the document.
Non-Critical fields :-
1.Description : Used to describe specifics about a Project Phase or any other note, information corresponding to project Phase
2.Comment/Help : To keep information about comments or to mention any.
3.Active (Check Box) : To enable or disable active state of project phase.
4.Product : Product details to add under project if required
Standard Phase>>Standard Task
Critical Fields :-
1.Sequence : To apply sequence for the Task under project Phase to be followed. It will be auto-generated by system but user can edit accordingly.
1. Name : Name of the Task
2. Standard Quantity : This field is to mention standard quantity of project Phase task which is mandatory
Non-Critical fields :-
1.Description : Used to describe specifics about a Project Phase Task or any other note, information corresponding to project Phase
2.Comment/Help : To keep information about comments or to mention any.
3.Active (Check Box) : To enable or disable active state of project phase task.
4.Product : Product details to add under project Phase task if required.