module:project:project:profile
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module:project:project:profile [2014/04/04 18:35] target |
module:project:project:profile [2015/05/29 17:24] (current) target |
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| This section is the Project Profile. This form contains the fields for creating a project record. | This section is the Project Profile. This form contains the fields for creating a project record. | ||
| - | Overview: | + | **Overview:** |
| Project Profile states information about the project. such as, | Project Profile states information about the project. such as, | ||
| Line 11: | Line 11: | ||
| * Project Type – set to client type as default; department type have special PIN for department related projects | * Project Type – set to client type as default; department type have special PIN for department related projects | ||
| * Client – contact customer of the project | * Client – contact customer of the project | ||
| - | * Project Location – site where project output will be put up | + | * Project Location – site where project output will be put up or installed |
| * Project Manager – officer in charge of the project | * Project Manager – officer in charge of the project | ||
| * Project Status – can be: Potential, Current, Complete or Cancelled | * Project Status – can be: Potential, Current, Complete or Cancelled | ||
| * Expected Completion Date – agreed turn-over date | * Expected Completion Date – agreed turn-over date | ||
| * Remarks – additional comments | * Remarks – additional comments | ||
| + | * Total On Offer Value - total offered value expected to be paid by client; should be 0 if complete status | ||
| * Currency – valuation use in transaction | * Currency – valuation use in transaction | ||
| * Department – team in charge | * Department – team in charge | ||
| - | Important notes: | + | **Important notes:** |
| To completely create a project profile, registration of client is necessary if no existing client record in client master file. | To completely create a project profile, registration of client is necessary if no existing client record in client master file. | ||
| - | Project | + | Project's Total on offer value also plays an important role for producing an accurate project report which requires frequent update as to the current valuation. |
| - | Newly registered project record is a Potential status project at default, it is important to keep project profile status up-to-date in relation with actual project status or progress. | + | Newly registered project record is a Potential status project at default, it is important to keep project profile status up-to-date in relation with actual project status or progress. |
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| + | Tabs of related records are linked here to provide ease of access | ||
| + | |||
| + | Item summary shows item transactions base on items listed in project parts lists | ||
| + | |||
| + | Follow this link to see [[module: | ||
module/project/project/profile.1396607748.txt.gz · Last modified: 2014/04/04 18:35 by target
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