Project Type

• Introduction
• Introduction
• Tabs
• Project Type Header
• Standard Phase
• Standard Phase>>Standard Task
• Validation
• Validation

Introduction

Introduction

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)

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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.

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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

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Critical & onetime setup Fields 

1.Organization Field- This Field is used to select the organization which you are going to process the document.

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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.

 

Validation

Validation

Save

1. It is used to save the records after the mandatory fields are filled.

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Delete

1. It is used to delete the records before the transactions are completed.