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module:project:project:profile

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Project Profile

This section is the Project Profile. This form contains the fields for creating a project record.

Overview: Project Profile states information about the project. such as,

  • Date – record creation date
  • Project title – name in user agreed standard format: Storename_location_section_specifics

E.g. JapanHome_SubicHarborpoint_ABsection_W1-W10

  • Project Type – set to client type as default; department type have special PIN for department related projects
  • Client – contact customer of the project
  • Project Location – site where project output will be put up
  • Project Manager – officer in charge of the project
  • Project Status – can be: Potential, Current, Complete or Cancelled
  • Expected Completion Date – agreed turn-over date
  • Remarks – additional comments
  • Currency – valuation use in transaction
  • Department – team in charge

Important requirement includes registering a client if, without existing client record. Project on offer value also plays an important role that requires frequent update as to the current valuation. Newly registered project record is a Potential status project.

module/project/project/profile.1395140072.txt.gz · Last modified: 2014/03/18 18:54 by target