Overview of projects
Menu path
Projects ➔ Projects ➔ Maintain projects
Introduction
A project can be defined as a temporary or non-repetitive attempt that utilizes various resources to achieve a clear and unique objective such as a product or service, within a defined period, scope, and requirement. In this screen, you can obtain an overview of projects and maintain them by modifying, recoding, completing, recalculating, and deleting. Besides that, you can also generate a graph of the actual revenue and costs of the projects.
Fields
You can filter the projects that you want to display by defining one or more search criteria and clicking Search. The projects that match the defined search criteria are then displayed. A list of options will be displayed when you click 
at Project Manager, Member, Account, Ordered by, Invoice to, and Sales order. From the list, make a selection and click Select.
Search
Click this to search for projects based on the defined criteria.
Clear
Click this to clear the defined criteria.
Rows
Type the number of rows to be displayed for each screen. If you have set the default number of rows to 10, then 10 rows will be displayed. If you have more than 10 rows listed, you will see the Previous and Next buttons.
Previous
Click this to return to the previous screen.
Note:
This is available only if the total number of projects that meet the defined criteria is more than the number defined at Rows.
Next
Click this to display the next screen.
Note: This is available only if the total number of projects that meet the defined criteria is more than the number defined at Rows.
Filter
Select starts with or contains to display projects with codes, descriptions, and account names that start with or contain the text defined at Project code, Description, and Name, respectively.
Warehouse
Select a warehouse to display projects linked to this warehouse. Select All to search for projects linked to all warehouses.
Note: This box is available only when you have SE1311 - E-Warehouse Management in your license.
From date
Type or select a date or range of dates to display projects that are planned on this date or within this period. Select the All check box to display projects that are planned on any date.
Note: Typing or selecting only the start date will display projects that start on and after the selected date. Typing or selecting only the end date will display projects that end on and before the selected date.
Project code
Type a full or partial description of the project to display projects with codes that start with or contain this text.
Description
Type a full or partial description of the project to display projects with descriptions that start with or contain this text.
Type
Select the Internal, Fixed, Time & Material, Training, and/or Production check boxes to search for projects with the corresponding type. You may select more than one.
Status
Select the Proposed, Active, Completed, and/or Blocked check boxes to display projects with the corresponding status. You may select more than one.
Advanced
Click this to expand the search criteria. You will see Project manager, Member, Account, Name, Ordered by, Invoice to, Sales order, Show and Exclude: Automatically generated projects.
Project manager
Type or select a manager to display projects with this project manager. Leave this blank to display projects with any project manager.
Member
Type or select a project member to display projects linked to this project member. Select the All check box to display projects linked to any project member.
Account
Type or select an account to display projects linked to this account. Leave this blank to display projects linked to any account.
Name
Type a full or partial name of an account to display projects linked to accounts with names that start with or contain this text. Leave this blank to display projects linked to any account.
Ordered by
Type or select an ordered by debtor to display projects linked to this ordered by debtor. Leave this blank to display projects linked to any ordered by debtor. For more information, see Selecting ordered by debtor.
Invoice to
Type or select an invoice to debtor to display projects linked to this invoice to debtor. Leave this blank to display projects linked to any invoice to debtor.
Sales order
Type or select a sales order to display projects linked to this sales order. Leave this blank to display projects linked to any sales order.
Show
Select Parent to display only projects which are parent projects. Select All to display all projects.
Exclude: Automatically generated projects
Select this check box to exclude automatically generated projects from the search results.
Note:
· Selecting the Generate project check box under the Entry section at System ➔
General ➔ Settings ➔ Order settings will automatically generate projects for all types of items.
· Clearing the Generate project check box under the Entry section at System ➔ General ➔ Settings ➔ Order settings will only automatically generate projects for quotations, sales orders, service orders, or service contracts which contain hour items.
· However, production projects will always be considered as non-auto generated projects. Thus, to view production projects, clear the Exclude: Automatically generated projects check box.
After defining the search criteria, click Search to display the projects that meet the defined criteria.
Note: It is possible that not all columns in this example are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.
Buttons
Graph
Click this to generate the graph of the actual revenue and costs of the selected project in Microsoft Excel. For more information, see Generating graph of projects.
Recode
Click this to recode the selected project. For more information, see Recoding.
Complete
Click this to complete the selected project and update the status to Completed. For more information, see Completing a project or project order.
Note: You can only complete a project if all its child projects and the linked sales orders, invoices, internal use requests, and purchase orders are completed.
Auto complete
Click this to complete the projects that are ready to be completed automatically and update the status to Completed. For more information, see Auto completing projects.
Note: You can only complete a project if all its child projects and the linked sales orders, invoices, internal use requests, and purchase orders are completed.
Recalculate
Click this to recalculate the invoice proposals for one or more projects simultaneously when any rates or discounts have been changed. For more information, see Recalculating projects.
Note: Recalculation is only applicable for Time & Material and Fixed projects with authorized hour(s).
Delete
Click this to delete the selected project.
Open
Click this to view or maintain the selected project. For more information see, Creating and maintaining projects.
New
Click this to create a new project. For more information see, Creating and maintaining projects.
Close
Click this to exit.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
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Security level: |
All - 0 |
| Sub category: |
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Document ID: |
12.567.825 |
| Assortment: |
Exact Globe+
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Date: |
26-09-2022 |
| Release: |
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Attachment: |
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| Disclaimer |