Project Reporting (Window ID-208)

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Table of Contents

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.

Project Reporting - Project Cycle - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. C_Cycle.AD_Client_ID
numeric(10)
Table Direct
Organization Organizational entity within client An organization is a unit of your client 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.

File:Project Reporting - Step - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. C_CycleStep.AD_Client_ID
numeric(10)
Table Direct
Organization Organizational entity within client An organization is a unit of your client 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


Project Reporting - Cycle Phase - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Client Client/Tenant for this installation. A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. C_CyclePhase.AD_Client_ID
numeric(10)
Table Direct
Organization Organizational entity within client An organization is a unit of your client 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


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