{"id":18100,"date":"2026-01-30T09:25:32","date_gmt":"2026-01-30T09:25:32","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=18100"},"modified":"2026-01-30T10:05:27","modified_gmt":"2026-01-30T10:05:27","slug":"how-to-create-a-project-with-phases-to-generate-production-from-project","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-create-a-project-with-phases-to-generate-production-from-project\/","title":{"rendered":"How to create a project with phases to generate production from project"},"content":{"rendered":"\n

To manage project execution effectively, iDempiere allows users to create projects with phase-level planning<\/strong>. This approach enables structured cost planning, quantity estimation, and seamless integration with production and accounting.<\/p>\n\n\n\n

Creating a New Project<\/strong><\/h2>\n\n\n\n

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.<\/p>\n\n\n\n

Project creation includes<\/strong><\/h3>\n\n\n\n
    \n
  1. Navigating to the Project window<\/li>\n\n\n\n
  2. Creating a new Project record<\/li>\n\n\n\n
  3. Setting the Line Level to Phase<\/strong><\/li>\n<\/ol>\n\n\n\n

    Defining the project at the phase level allows planning and tracking to be done at each execution stage.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    Defining Project Phases<\/strong><\/h2>\n\n\n\n

    Phases represent major stages of project execution and help organize work, costs, and timelines.<\/p>\n\n\n\n

    Phase configuration includes<\/strong><\/h3>\n\n\n\n
      \n
    • Creating a new Phase<\/strong> under the project<\/li>\n\n\n\n
    • Entering a clear Phase Name<\/strong><\/li>\n\n\n\n
    • Maintaining Description<\/strong> and Comments<\/strong> for reference<\/li>\n\n\n\n
    • Defining the Start Date<\/strong> and End Date<\/strong>, if applicable<\/li>\n<\/ul>\n\n\n\n

      Well-defined phases improve visibility into project progress and scheduling.<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      Creating Phase Lines for Planning and Production<\/strong><\/h2>\n\n\n\n

      Phase Lines are used to define the products, quantities, and costs planned for each phase. These lines drive production, costing, and margin calculations.<\/p>\n\n\n\n

      Phase line setup includes<\/strong><\/h3>\n\n\n\n
        \n
      • Creating a new Phase Line<\/strong><\/li>\n\n\n\n
      • Selecting the BOM Product<\/strong> created earlier for production<\/li>\n\n\n\n
      • Entering the Planned Price<\/strong> for the product<\/li>\n\n\n\n
      • Entering the Planned Quantity<\/strong> required for the phase<\/li>\n<\/ul>\n\n\n\n

        This configuration links project planning directly with manufacturing and inventory processes.<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        Planned Amount and Margin Calculation<\/strong><\/h2>\n\n\n\n

        Once the planned price and quantity are entered, iDempiere automatically calculates financial values for the phase line.<\/p>\n\n\n\n

        Automatic calculations include<\/strong><\/h3>\n\n\n\n

        Planned Amount = <\/strong>Planned Price \u00d7 Planned Quantity<\/p>\n\n\n\n

        Planned Margin = <\/strong>(Planned Price \u2212 Limit Price) \u00d7 Planned Quantity<\/p>\n\n\n\n

        These calculations help users evaluate expected profitability and cost control at the planning stage.<\/p>\n\n\n\n

        By creating projects with phase-level planning<\/strong><\/h3>\n\n\n\n
          \n
        • Project costs and quantities are clearly defined upfront<\/li>\n\n\n\n
        • Production can be generated directly from project phases<\/li>\n\n\n\n
        • Planned margins provide early visibility into project profitability<\/li>\n<\/ul>\n\n\n\n

          This structured approach ensures accurate planning, better cost control, and smooth integration between Project Management, Manufacturing, and Accounting.<\/p>\n","protected":false},"excerpt":{"rendered":"

          To manage project execution effectively, iDempiere allows users to create projects with phase-level planning. This approach enables structured cost planning, […]<\/p>\n","protected":false},"author":19,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[56],"tags":[],"class_list":["post-18100","post","type-post","status-publish","format-standard","hentry","category-project-management"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/18100","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=18100"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/18100\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=18100"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=18100"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=18100"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}