A project can be structured into phases, sub-phases and tasks.
Recommendation: for consistency reasons regarding your project and analysis, it is important to choose only one type of structure and apply it to all of your projects.
Example:
Projects: Development (DEV)
Phase 1: Major version
Sub-phase 1.1: Minor version 1
Sub-phase 1.2: Minor version 12
Task: Development (DEV)
Pré-requis : Le Code étatProject life cycle. It allows the identification of the project status (pre-sales, pending signature, in production, in test phase, ended...). These statuses are defined in the status code table. It is possible to configure different management rules for each status. d'une affaire doit avoir été paramétré auparavant depuis Paramétrage général > Affaire > Code état affaires. You can configure several statuses.
However, it is possible to modify a project's customer if no invoice has been validated from the Edit > Project administration > Change the customer for the project menu.
Note: when creating a project, you must fill in the projected production start date to display the project in the graphical schedule. When you enter the production start date, it means that the project is in progress.
Note: once the project starts being produced, you must fill in the date to display the project in the graphical schedule and to be able to update the projected date when revising the project. No information must be entered in the project after the real date if the control is activated in the setup.
This tab displays all the customers linked to the project in a table, including the main customer. To add customers to the list, you must check the Multi-Clients box in the Main information tab.
Check the relevant boxes to plan the invoicing process when the project will turn into a business object (according to the invoicing method, expense reports and sales objects it involves).
This tab allows you to attach one or several company services to the project (if services have been configured in the Setup module).
After saving, several tabs are displayed to be able to refine your creation. You can:
The Accounting position tab is a contextual object. It opens from a project by clicking on the menu bar onEdit > Dashboard > Accounting > Accounting position.
Three tables linked to the project are visible thanks to this function:
By default, this tab is not displayed.
An employee who is project controller has several responsibilities configured in the control templates. Alerts are displayed in his Interactive dashboard and he is the only one allowed to input time on the project (schedule/time spent). Pour plus d'informations, consultez le Guide de gestion des Favoris
The resources associated to the project are the only persons allowed to enter his time, schedule and expense reports linked to the project. Your project is protected and secure.
Start a resource search in the yellow field and select it. It is automatically added in the table.
The Duplicate the current project function consists in creating a new Project record sheet based on the previous project content.
Click on Edit > Duplicate the current project.