Compiere Project Management Features

Compiere Project Management includes Project, Project Reporting, Issue to Project, Generate PO from Project, Project Cycle Report, etc

TenthPlanet_Compiere_Garden_Project Management_Project Setup

Main Menu-->Project Management--> Project Setup-->Project Setup and use

Project Work flow

TenthPlanet_Compiere_Garden_Project Management_Project Setup and use

Main Menu-->Project Setup--> Project Setup

The project Type defines the quantities, Standard and the tasks to be exhibited for the projects. A project is the actual work document with a defined start and end date. A project may have phases and tasks and will have lines associated with the defined level.

TenthPlanet_Compiere_Garden_Project Management_Project Type

TenthPlanet_Compiere_Garden_Project Management_Project Type 1

TenthPlanet_Compiere_Garden_Project Management_Project Type 3

Enter a Name, Description, and Help/Comment to define this Project Type.

Select a Project Category from the drop-down list box. Project Category determines the behavior of the project.

Project Category Work order

Creates Project/Job Work instruction procedure transactions – the ability to issue material through the Job work order.

TenthPlanet_Compiere_Garden_Project Management_Work order

Project Category

Asset – create Project Asset transactions – the ability to issue material.

TenthPlanet_Compiere_Garden_Project Management_Asset

Service Category: Service Request Projects will be maintained.

TenthPlanet_Compiere_Garden_Project Management_Service Projects

TenthPlanet_Compiere_Garden_Project Management_Projects at the summary Level


Project Reporting

TenthPlanet_Compiere_Garden_Project Management_Project Reporting

Project Management-->Project Reporting

In general, The Project Cycle has Four stages. Initiation, Planning, Execution, and closure.

Project Reporting defines the steps involved that we would like to report in a project. For e.g., if we are planning to report the Presales project we would like to combine the Potential contacts and the Qualified deals.

TenthPlanet_Compiere_Garden_Project Management_Project Flow

The Project Defines the Standard tasks for the project

The Project is the actual phase with a defined start and an end date.

The Project will have phases and tasks and Line items will be associated with the project.

TenthPlanet_Compiere_Garden_Project Management_Project Cycle

Click on add new button to add the new project cycle. Enter the Name and the required Description. Select the currency from the drop-down.

To add the tasks or the line items for the project

TenthPlanet_Compiere_Garden_Project Management_Project Line item

Select the Sequence. Enter the name of the phase or the task to be carried out and assign the Relative weight [It allows us to define on Probabilities. Ex we have a chance of getting a customer in the prospective stage is 3:7 and change during the contract stage is 1:2. Then we can put a weight of 0.42[3/7] and 0.5 [1/2]. We can validate which stage is less or more]. This allows us to include different phases and compare them one by one.


Project

TenthPlanet_Compiere_Garden_Project Management_Project Management 1

Project Management --> Project

The Project defines the Actual Project. Projects may include time and materials and have definitive Phases and Tasks, or they may be used for tracking tasks like presale.

TenthPlanet_Compiere_Garden_Project Management_Garden World Admin 2

TenthPlanet_Compiere_Garden_Project Management_Project Lines

Enter the Name of the project, Description and the Note. Select the Active Check Box to make the project Active. Select the line level of the phase, Project or the task . Select the project and the system will copy all the phases required for this described Project. Enter a Contract date and the finish date. Enter the planned amount, quantity and the Margin. Select the copy details if the line items has to be copied from the existing project. If the Line Level is selected as project then Generate order button will be active.

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