Workflow: Project Setup and Use

[Created: 05/12/1999 - Updated: 25/12/2005 ]
Description: Setup of projects and project reporting
Help: Projects allow to monitor the status and progress of sales opportunities, service projects and investment projects. A Project is a process that is undertaken which can involve multiple steps or phases and require resources from more than one area.

Table: Fields

Name	Description	Help	Type	Zoom
Project Type	Maintain Project Type and Phase	Maintain Project Types and their Phases with standard performance information	User Window	Project Type
Project Reporting	Maintain Project Reporting Cycles	The Project Cycle Window defines the steps associated with a specific Project.You may want to define several Project cycles to differentiate the different types of projects. Project cycles may use all or a subset of the used Project Status (e.g. Your opportunity project cycle may include the steps from prospect to contract - the service cycle may include steps from installation to customer acceptance.	User Window	Project Reporting
Project	Maintain Projects	The Project Window is used to define the projects which will can be tracked by phases and tasks.	User Window	Project
Project Status Summary	Project Status of Project Cycle		User Window	Project (Lines/Issues)
Accounting Schema	Project as Account Segment	To enable accounting reporting of projects, create and enable a project segment in the account elements.	User Window	Accounting Schema