: :  Project Record Sheet

The project or the project record sheet is the main link between the different Akuiteo modules. It is considered as the main element that holds the project's analytical structure.

Check that the Tabs display is activated in Edit > Preferences.

Tabs and descriptions

Project Record Sheet
Tabs Description
Main information Allows you to enter the main information about the project such as code, status, associated customer or schedule.
Sales Dashboard Allows a global viewing of the project's commercial data (purchases, sales, customers, schedule, etc.) All the sections in the commercial dashboard can be narrowed by clicking on the section title. The information on this page is automatically displayed as soon as the pages matching the sales dashboard sections are filled in the relevant tabs.
Non-essential information Allows the user to enter information about payment contractual conditions and business data.
Phases and tasks For analytical purposes, this tab allows you to structure a project into phases and sub-phases. This tab is not available when creating a new project.
Contacts Allows attaching one or several customer's contacts to the project. It is also possible to attach one or several employees from your company.
Controls Manager Enables you to know who controls the project and what is controlled.
Associated resources Enables an additional resource to be associated to the project.
Billing Displays more information on general billing as well as purchases and sales costs.
History Summary table giving the history of actions performed on the Project record sheet.
Status history Summary table giving the history of actions performed on the Project record sheet. Available from the menu Edit > Dashboard > Status history.

 

See also...

Creating a Project

Managing a Project