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Projects

KostaVlev edited this page Mar 17, 2017 · 4 revisions

The Projects module keeps organized all the company projects. To each Project is assigned Employee who is Project manager and is responsible for all the Project activities. The Project manager also is approving Bills which are created for the completed work on the Project. After the Bill is approved then it is send to the customer for acceptance. Once the Bill is accepted, all the sold materials and services are stored in the project Storehouse and for the accepted Bill can be created Invoice (For Invoice creating see Accounting module).

Most significant Project objects

Project

Project characteristics:

  • Name - The project name.
  • Start Date - When the projects starts.
  • Start End - When the projects is expected to end.
  • Start Actual End Date - When the projects actually was finished.
  • Guarantee Period In Months - When the projects guarantee period in months. The counting starts after the Actual end date.
  • In Progress - Is the project in progress.
  • Manager - The employee who is Project manager.
  • Storehouse - The project storehouse.
  • Bills - The project Bills.

Bill

Bill characteristics:

  • Date - When the bill is created.
  • Amount - The bill amount.
  • Html Content - The bill as Html.
  • Is Approved - Is the bill approved by the Project manager.
  • Is Accepted - is the bill accepted by the customer.
  • Project - The related project.
  • Storehouse Items - The items (materials or services) that are used in the work process on the project.

See also:

Accounting module


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