Project Setup and Use (Workflow ID-101)
Workflow: Project Setup and Use
Description: Setup of projects and project reporting
Help: Projects allow to monitor the status and progress of sales opportunities, service projects and investment projects. A Project is a process that is undertaken which can involve multiple steps or phases and require resources from more than one area.
|Project Type||Maintain Project Type and Phase||Maintain Project Types and their Phases with standard performance information||User Window||Project Type|
|Project Reporting||Maintain Project Reporting Cycles||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.
|User Window||Project Reporting|
|Project||Maintain Projects||The Project Window is used to define the projects which will can be tracked by phases and tasks.||User Window||Project|
|Project Status Summary||Project Status of Project Cycle||User Window||Project (Lines/Issues)|
|Accounting Schema||Project as Account Segment||To enable accounting reporting of projects, create and enable a project segment in the account elements.||User Window||Accounting Schema|