: :  Creating a Project

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.

 

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.

 

  1. Go to Management > Projects > and select your project's status code (e.g. internal project, pending, sales, etc.).
  2. Under the Project section, if necessary, drag and drop an image on the Logo zone and enter:
  3. In the Customer section, enter the information linked to the project's customer. By default, a project can only be attached to only one customer.
  4. Check the multi-customer box to be able to add several customers afterward. The customer indicated in the Customer field is the project's main customer.
  5. 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.

  6. In the Managers section, enter the managers names (sales, financial and R&D persons) as well as the employee in charge of the project. The Controls Manager icon on the right allows you to view the employees working on the project who have the right to control it.
  7. In the End customer section, enter the code of the customer whose project will be performed. By default the customer and end customer are the same. Note that this is the project's customer who is displayed by default, not the end customer.
  8. In the Calendar section, enter:
    1. 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.

  9. In the Classification section, enter:

 

After saving, several tabs are displayed to be able to refine your creation. You can: