Maintain: Project master card
[Project: Projects, Master data, Maintenance, Project master cards]
Project
Enter a unique code and description for the project that you want to create.
General tab
Search code
Enter a unique search code for the project you are creating. You can locate for a project master cards based on the search code as reference when creating project entries or project budgets.
Project group
Link the correct project group to the project.
! The project group is very important because it will determine how you set up the project budget, how entries for this project will be journalized and which cost centers are used when you make project entries.
Start date
Enter a date on which you expect the project to start.
End date
Enter a date on which you expect the project to end.
Cost center
Select the cost center that you want to link to this project.
Cost unit
Select the cost unit that you want to link to this project.
Creditor
Select the creditor for whom you are carrying out this project.
Block
This setting will be automatically enabled when you have blocked the project in [Project: Management, Block projects]. When a project is blocked, you cannot make any new entries, project budgets or other transactions to the project.
Percentage ready
Enter the percentage of completion for the project.
Date ready
The date will be filled in automatically when you have completed the project in [Project: Management, Completing project].
! When the project has been 100% completed, date which defined in [Project: Management, Completing project] will be updated here. Otherwise, current sytem date will be shown.
Date closed
The date will be filled in automatically based on the current system date when you closed the project in [Project: Management, Close projects].
Extra tab
Project manager
Select the employee who is the project manager for this project. The project manager is the person who is responsible for the project.
Budget manager
Select the employee who is the budget manager for this project. The budget manager is the person who is responsible for the budget of the project.
Location
Select the location where the project is carried out.
Project type
Link the project you are creating to the project type with the correct characteristics.
Project state
Every project will progress through a series of statuses such as 'In progress', 'Rejected' or 'Finished'. Select the current status of the project to keep your project master card up to date.
Phase list
During a project cycle, you can define several phases such as 'Estimation of costs', 'Proposal' or 'Work in progress' . Select the current phase of the project to keep your project master card up to date.
Currency
Enter the default currency in which the rates are shown.
Internal rate
Enter the internal rate for this project. To ignore the rate, you can enter '?'.
External rate
Enter the external rate for this project. To ignore the rate, you can enter '?'.
Remarks
Enter remarks for this project if necessary. These remarks will be shown when you view the project in project master card report.
Debtors tab
You can click the 'Add' button to add debtors' details to the project or 'Delete' button to delete the debtors' details.
Matrix for data entry
Debtor
Enter the debtor codes which represents the debtors involved in the project.
Invoice group
Link the correct invoice group to the project if you want to invoice your customer. It is not mandatory to link an invoice group to the project. However, if you choose to enter an invoice group, it is mandatory to enter a debtor.
! The invoice group is very important because it will determine how the project expenses are invoiced to your customer.
Percentage
Enter percentage of the total project's expenses amount that you want to invoice to the particular debtor.
Contract amount
Enter the amount for which you carry out the project for your debtor. When you create installments, Exact Project will check whether the total amount used for installments has exceeds the contract amount as stated here.
Notes tab
Enter additional information for this project.
Properties tab
In Exact Finance, you can create properties in [Finance: Tables, Maintenance, Properties]. In Exact Project, you can link these properties to a project and give them a value. Only properties created for the 'Project' entity type can be linked to a project in Exact Project. You can click the 'Add' button to link properties to the project or 'Delete' button to delete the properties. The availability of columns for you to enter information is dependent on the type of property selected.
Documents tab
You can click the 'Add' button to link documents to the project or 'Delete' button to delete the documents.
Matrix for data entry
Category code: External
Select an external category of the document to be linked to the project. You can create external categories in [System: Setup, Documents, External categories, Maintenance].
Description
Enter a description of the linked document, if required.
Path: Complete
Enter the full path or URL of the document. The path in the 'Fixed location' field on the 'General' tab in [System: Setup, Documents, External categories, Maintenance] if defined, will be filled in by default. Then you will only need to enter the remaining path.
Project Manual >
Contents >
Creating and reviewing projects and project budgets > Creating project master cards >
[Project: Projects, Master data, Maintenance, Project master cards]
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
17.991.552 |
| Assortment: |
Exact Financials
|
Date: |
19-11-2008 |
| Release: |
|
Attachment: |
|
| Disclaimer |