Project Module

The Project module provides comprehensive project management - from planning through progress tracking to financial evaluation.

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Module Overview

flowchart TB
    subgraph Definition["Project Definition"]
        TL[Task List]
        TLI[List Item]
        PG[Project Group]
    end

    subgraph Execution["Project Execution"]
        PR[Project]
        TS[Task]
        PI[Project Item]
    end

    subgraph Finance["Finance"]
        PC[Costs]
        PRV[Revenues]
        PCS[Cost Summary]
    end

    subgraph Output["Outputs"]
        HP[Handover Protocol]
        GT[Gantt Chart]
    end

    TL --> TLI
    TLI --> TS
    PR --> TS
    PR --> PG
    PG --> TS
    PR --> PI
    PR --> PC
    PR --> PRV
    PC --> PCS
    PR --> HP
    PR --> GT

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Main Entities

Entity	Description	API
Project	Main project management entity	Project
Task	Project work item	Task
Project Group	Task grouping	ProjectGroup
Project Item	Product item in project	ProjectItem
Project Cost	Cost tracking	ProjectCost
Project Revenue	Revenue tracking	ProjectRevenue
Cost Summary	Cost aggregation by type	ProjectCostTypeSummary
Task List	Task template	TaskList
Task List Item	Task template item	TaskListItem
Handover Protocol	Handover document	HandoverProtocol

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How Project Management Works

Basic Workflow

flowchart LR
    A[Opportunity/Quote] --> B[Project]
    B --> C[Task Planning]
    C --> D[Execution]
    D --> E[Cost Tracking]
    E --> F[Customer Handover]

1. Project is created from opportunity/quote conversion or manually
2. Tasks are planned hierarchically with defined dependencies
3. Execution proceeds with continuous progress tracking
4. Costs and revenues are recorded automatically or manually
5. Handover is documented with a handover protocol

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Project Statuses

stateDiagram-v2
    [*] --> WaitingForQuote: Create
    WaitingForQuote --> WaitingForSalesOrder: Quote approved
    WaitingForSalesOrder --> InRealization: Order received
    InRealization --> DeliveryNoteCreated: Delivery note
    DeliveryNoteCreated --> Completed: Complete

    WaitingForQuote --> Canceled: Cancel
    WaitingForSalesOrder --> Canceled: Cancel
    InRealization --> Canceled: Cancel

    Completed --> Archive: Archive

Status	Description
WaitingForQuote	Waiting for quote
WaitingForSalesOrder	Waiting for order
InRealization	In realization
DeliveryNoteCreated	Delivery note created
Completed	Completed
Canceled	Canceled
Archive	Archived

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Task Statuses

stateDiagram-v2
    [*] --> NotStarted: Create
    NotStarted --> Started: Start
    Started --> Completed: Complete

    NotStarted --> Deferred: Defer
    Started --> Deferred: Defer
    Deferred --> Started: Resume

    NotStarted --> Canceled: Cancel
    Started --> Canceled: Cancel

Status	Description
Not Started	Not started
Started	Started
Completed	Completed
Canceled	Canceled
Deferred	Deferred

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Module Integration

Module	Link	Description
Product	Item → Product	Products in project
Warehouse	Project ↔ Issue	Material issue
Production	Project ↔ Order	Production orders

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Quick Start

Creating a Project

1. Navigate to Projects → Projects
2. Click Create
3. Fill in:
4. Name - project identification
5. Account - customer (required)
6. Status - initial state
7. Save

Adding Tasks

1. In project detail, go to Plan tab
2. Click Create Group to organize tasks
3. Add tasks using + or import from Task List
4. Set dependencies and deadlines

Tracking Finances

1. In project detail, go to Finance panel
2. Monitor:
3. Planned Costs - expected expenses
4. Actual Costs - realized expenses
5. Revenues - invoiced amounts
6. Margin - automatically calculated

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Additional Sections

• Usage - Detailed guides and procedures
• Administration - Module configuration and administration
• Reference - Technical documentation of fields and entities