Project Type

Introduction



Introduction

Tabs



Project Type Header



Critical Fields :-

1. Name : Name of the Project Type2. 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 Type2.Comment/Help : To keep information about comments or to mention any.3.Active (Check Box) : To enable or disable active state of projectStandard 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 Phase2.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 Phase2.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

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

Delete

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