The project management screens are available from the Edit > Project administration menu bar.
This function allows you to indicate that a project is budgeted or not. It enables the regeneration of the initial budgets as if they were not fixed.
For the next budget calculation, the new lines of budget that are added will hold the current index value (e.g. additional order added to the project).
Before generating the initial budgets, it may be useful that the person in charge of the project is tagged to indicate that the project he is working on has been signed by his manager to be able to generate his initial flows.
This function enables the managers to indicate that the employee’s project has been controlled at a given date.
This function enables the administrative project closure. It allows you to associate the project to business objects - according to the configuration performed in the project management options. A closed project is not displayed in the project help list.
This function allows you to quickly change the customer on a project. There are two constraints:
Example: you want to turn your ordered project into an internal project.
You can modify the project entity on-the-fly.
Click on the Edit > Project administration > Change the project entity menu and validate.
The project can be linked to a campaign and show the costs for the campaign. You can then change a campaign at any time, directly from a project.
Generally, the project comes from an opportunity. You can change an opportunity at any time, directly from a project.
You can transfer a project or only batches and sub-batches on-the-fly to another project.
Note: if no period is selected, all the batches and sub-batches associated to the project are copied on the target project and deleted afterward. It enables avoiding inconsistencies.
Une affaire peut être millésimée, c’est-à-dire associée à une année.
Vous pouvez ainsi créer en avance, une affaire pour l’année suivante (en 2017, créer une affaire qui débutera en 2018). Lors de la création de l'affaire, vous pouvez ainsi choisir le millésime : 2017 ou 2018.
Ainsi, après la fin de l'exercice 2017, vous ne pourrez plus saisir une affaire avec le millésime 2017, mais vous pourrez tout de même rechercher les affaires du Millésime 2017.
Pour cela, deux actions :
Vous retrouvez ensuite cette information dans les écrans suivants :
Pour cela, renseignez les champs suivants :
Sous la section Date de validité :