Projects actions

The ability to carry out the commands and actions described here depends on the Permissions of the respective User.

Add Project

To add a new Project, all that is required is the description. If the client contact is already contained in the system, this field can be filled in using Autocomplete.

(De)Activate

Projects can be manually activated and deactivated. Deactivated projects remain in the system with all their information, but are not taken into account in default searches.

Status

The status of the project can be changed using this command. The procedure is documented in the  Infobox.

Attribute (User)

Projects can be assigned to a different User.

Orders

Orders can be added, with the corresponding data such as Order Number, Start and End Dates.

Assignments

Employee assignments can also be filed with the corresponding data.

Quotations

The related quotation can be filed with a project. The system then automatically generates quotation numbers, consisting of the initials plus a sequential number. If the project is linked with a Need, the associated quotation will be suggested for selection.

Delete

Projects can be manually deleted at any time.