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--- module:project:project:list [2014/07/22 18:11]
target
+++ module:project:project:list [2015/02/24 17:42] (current)
target
@@ Line 10: / Line 10: @@
 Project List - database of company projects
-Project - a negotiated undertaking between manager and client/department that aims to achieve particular outcome
+Project - an undertaking between project manager and client/department that aims to achieve particular outcome
-Project Record - consists pertinent information about the registered project; found under Projects
+Project Profile - consists pertinent information about the registered project; see [[module:project:project:profile|Project Profile]]
 Potential Project - project that is under negotiation and product offering
@@ Line 19: / Line 19: @@
 Completed Project - turn-over-ed project with full payments
+PIN - Project Identification Number use to link related records of a project
 **User Involve:**
-Project Managers (PM) are in charge of maintaining a project record in the web system from encounter to turn-over of projects.
+Project Managers (PM) are in charge of maintaining a project record in the web system from encounter to turn-over of projects. They are the main responsible all project related records that are linked by the system using a PIN.
 **General Procedure/Instruction:**
@@ Line 44: / Line 46: @@
 c.1. select a current project to update
-c.2. review project's invoices if paid
+c.2. review project's invoices if paid and billed completely
-c.3. review project's part list and job orders if completed
+c.3. review project's part lists, purchase requests and job orders if completed; see project item summary tab under a project record for added information
 c.4. finalize the project requirement (c.2., c.3. updated total project/offer value, etc.,)
@@ Line 58: / Line 60: @@
 d.2. review project's invoices if in progress
-d.3. review project's part list and job orders if in progress
+d.3. review project's part lists, purchase request and job orders if in progress
+d.4. cancel all in-progress records (e.g. for SI pro-forma invoice, draft/new/on-going job orders)
+d.5. click "Cancel" (important: don't cancel a project with at least (1) completed record e.g. paid invoices and completed job order)
+**E. Updating Total on Offer Value or Project Value**
+e.1. select a project with recently changed value
-d.4. cancel all in progress records (e.g. for SI pro-forma invoice, draft/new/on-going job orders)
+e.2. edit Total on offer Value text box
-d.5. click "Cancel" (important: don't cancel a project with completed records e.g. paid invoices and complete job orders)
+e.3. click "update offer value"
+**Important Notes:**
-Notes:
+System uses pop-up reminders to notify users of not completed projects (prolonged current or potential project) given a preset period. User may use filter bars to limit list as specified. User in charge, in this case the project manager, should acknowledge and do necessary steps to keep the system records up to date. Otherwise, ignorance may cause disruptive incorrect information.
-For information about User record please see [[module:project:user:profile|User Profile]].
+For information about filling up a project profile please see [[module:project:project:profile|Project Profile]].

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