Project Reporting (Window ID-208)

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Window: Project Reporting

Description: Maintain Project Reporting Cycles

Help: 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.

Tab: Project Cycle

Description: Define Project Report Cycle

Help: Define the currency that projects Project are reported. The projects themselves could be in a different currency.

Fields

Name	Description	Help	Technical Data
Tenant	Tenant for this installation.	A Tenant is a company or a legal entity. You cannot share data between Tenants.	C_Cycle.AD_Client_ID numeric(10) Table Direct
Organization	Organizational entity within tenant	An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations.	C_Cycle.AD_Org_ID numeric(10) Table Direct
Name	Alphanumeric identifier of the entity	The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.	C_Cycle.Name character varying(60) String
Description	Optional short description of the record	A description is limited to 255 characters.	C_Cycle.Description character varying(255) String
Active	The record is active in the system	There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.	C_Cycle.IsActive character(1) Yes-No
Currency	The Currency for this record	Indicates the Currency to be used when processing or reporting on this record	C_Cycle.C_Currency_ID numeric(10) Table Direct

Tab: Step

Description: Project Cycle Step

Help: The Cycle Step determines the logical sequence of events within your cycle. It is the common of similar Project Phases making different project types comparable.

Fields

Name	Description	Help	Technical Data
Tenant	Tenant for this installation.	A Tenant is a company or a legal entity. You cannot share data between Tenants.	C_CycleStep.AD_Client_ID numeric(10) Table Direct
Organization	Organizational entity within tenant	An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations.	C_CycleStep.AD_Org_ID numeric(10) Table Direct
Project Cycle	Identifier for this Project Reporting Cycle	Identifies a Project Cycle which can be made up of one or more cycle steps and cycle phases.	C_CycleStep.C_Cycle_ID numeric(10) Table Direct
Sequence	Method of ordering records; lowest number comes first	The Sequence indicates the order of records	C_CycleStep.SeqNo numeric(10) Integer
Active	The record is active in the system	There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.	C_CycleStep.IsActive character(1) Yes-No
Name	Alphanumeric identifier of the entity	The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.	C_CycleStep.Name character varying(60) String
Relative Weight	Relative weight of this step (0 = ignored)	The relative weight allows you to adjust the project cycle report based on probabilities. For example, if you have a 1:10 chance in closing a contract when it is in the prospect stage and a 1:2 chance when it is in the contract stage, you may put a weight of 0.1 and 0.5 on those steps. This allows sales funnels or measures of completion of your project.	C_CycleStep.RelativeWeight numeric Quantity

Tab: Cycle Phase

Description: Link Cycle Step with Project Phases

Help: Link similar Project Phases to a Cycle Step

Fields

Name	Description	Help	Technical Data
Tenant	Tenant for this installation.	A Tenant is a company or a legal entity. You cannot share data between Tenants.	C_CyclePhase.AD_Client_ID numeric(10) Table Direct
Organization	Organizational entity within tenant	An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations.	C_CyclePhase.AD_Org_ID numeric(10) Table Direct
Cycle Step	The step for this Cycle	Identifies one or more steps within a Project Cycle. A cycle Step has multiple Phases	C_CyclePhase.C_CycleStep_ID numeric(10) Table Direct
Active	The record is active in the system	There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.	C_CyclePhase.IsActive character(1) Yes-No
Standard Phase	Standard Phase of the Project Type	Phase of the project with standard performance information with standard work	C_CyclePhase.C_Phase_ID numeric(10) Table Direct