How to create a project with phases to generate production from project
To manage project execution effectively, iDempiere allows users to create projects with phase-level planning. This approach enables structured cost planning, quantity estimation, and seamless integration with production and accounting.
Creating a New Project
The first step is to create a project and define its planning level. Setting the correct line level determines how costs and quantities are tracked within the project.
Project creation includes
- Navigating to the Project window
- Creating a new Project record
- Setting the Line Level to Phase
Defining the project at the phase level allows planning and tracking to be done at each execution stage.
Defining Project Phases
Phases represent major stages of project execution and help organize work, costs, and timelines.
Phase configuration includes
- Creating a new Phase under the project
- Entering a clear Phase Name
- Maintaining Description and Comments for reference
- Defining the Start Date and End Date, if applicable
Well-defined phases improve visibility into project progress and scheduling.
Creating Phase Lines for Planning and Production
Phase Lines are used to define the products, quantities, and costs planned for each phase. These lines drive production, costing, and margin calculations.
Phase line setup includes
- Creating a new Phase Line
- Selecting the BOM Product created earlier for production
- Entering the Planned Price for the product
- Entering the Planned Quantity required for the phase
This configuration links project planning directly with manufacturing and inventory processes.
Planned Amount and Margin Calculation
Once the planned price and quantity are entered, iDempiere automatically calculates financial values for the phase line.
Automatic calculations include
Planned Amount = Planned Price × Planned Quantity
Planned Margin = (Planned Price − Limit Price) × Planned Quantity
These calculations help users evaluate expected profitability and cost control at the planning stage.
By creating projects with phase-level planning
- Project costs and quantities are clearly defined upfront
- Production can be generated directly from project phases
- Planned margins provide early visibility into project profitability
This structured approach ensures accurate planning, better cost control, and smooth integration between Project Management, Manufacturing, and Accounting.