Project Module Administration¶

Configuration and administration of the project management module.

Initial Setup¶

Module Activation¶

The Project module is part of the project-management package. After installation:

Activate the module in administration
Set permissions for roles
Configure default values

Basic Configuration¶

In Administration → Integration → Projects configure:

Default currency for projects
Automatic cost creation
Number sequences

Number Sequences¶

Projects¶

Format: P-{YY}-{number}

Example: P-25-00001

{
  "format": "P-{YY}-{number}",
  "padLength": 5,
  "nextNumber": 1
}

Handover Protocols¶

Format: HP-{YY}-{number}

Example: HP-25-00001

Project Status Management¶

Project Statuses¶

Status	Description	Color
WaitingForQuote	Waiting for quote	primary
WaitingForSalesOrder	Waiting for order	warning
InRealization	In realization	info
DeliveryNoteCreated	Delivery note created	success
Completed	Completed	success
Canceled	Canceled	danger
Archive	Archived	default

Project Priorities¶

Priority	Description	Color
Low	Low	primary
Normal	Normal	default
High	High	warning
Urgent	Urgent	danger

Health Status¶

Status	Description	Color
On Track	On track	success
At Risk	At risk	warning
Off Track	Off track	danger

Task Status Management¶

Task Statuses¶

Status	Description	Color
Not Started	Not started	default
Started	Started	primary
Completed	Completed	success
Canceled	Canceled	info
Deferred	Deferred	default

Task Types¶

Type	Description	Color
Task	Standard task	default
Milestone	Milestone	warning

Task Priorities¶

Priority	Description	Color
Low	Low	default
Normal	Normal	default
High	High	warning
Urgent	Urgent	danger

Cost Configuration¶

Cost Types¶

Type	Description
Material	Material costs
Labor	Labor
Other	Other costs
ExtraWork	Extra work

Cost Categories¶

Category	Description
Planned	Planned (from quote)
Actual	Actual (realized)

Automatic Cost Creation¶

Costs are created automatically from:

Source	Cost Type	Condition
WorkRecord (HR)	Labor	Assigned to project
ProductionOrder (Production)	Material	Assigned to project
GoodsIssue (Warehouse)	Material	Assigned to project

Revenue Configuration¶

Revenue Statuses¶

Status	Description	Color
Planned	Planned	warning
Received	Received	success

Revenue Types¶

Type	Description
Invoice	From invoice
Contract	From contract
Other	Other

Task List Management¶

Creating a Task List¶

Administration → Task Lists
Click Create
Fill in:
Name - identification
Active - whether it's used
Project Type - filtering by type

List Items¶

For each item, define:

Field	Description
Name	Task identification
Record Template	RecordTemplate for task
Parent	Parent item
Dependency Type	FS, SS, FF, SF
Estimated Time	Duration
Time Unit	hours / days
Dependency Lag	Delay in units
Exclude Weekends	Don't count weekends

Dependency Types¶

Type	Name	Description
FS	Finish-to-Start	B starts after A completes
SS	Start-to-Start	B starts with A
FF	Finish-to-Finish	B ends with A
SF	Start-to-Finish	B ends when A starts

Project Group Configuration¶

Group Attributes¶

Field	Description
Name	Group identification
Color	Color coding (colorpicker)
Order	Position in list
Expanded	Default display state

Default Color¶

Default group color: #3498db (blue)

Project Item Configuration¶

Item Types¶

Type	Description	Color
normal	Standard item	default
discount	Discount	warning
shipping	Shipping	info

Automatic Calculations¶

Field	Calculation
amount	quantity × unitPrice
amountWithTax	amount × (1 + taxRate)
margin	(unitPrice - costPrice) × quantity

Permissions¶

Role Configuration¶

For the Project module, set permissions in Administration → Roles:

Entity	Actions	Description
`Project`	create, read, edit, delete	Projects
`Task`	create, read, edit, delete	Tasks
`ProjectGroup`	create, read, edit, delete	Groups
`ProjectItem`	create, read, edit, delete	Items
`ProjectCost`	create, read, edit, delete	Costs
`ProjectRevenue`	create, read, edit, delete	Revenues
`TaskList`	create, read, edit, delete	Task lists
`HandoverProtocol`	create, read, edit, delete	Handover protocols

Recommended Permissions by Role¶

Role	Projects	Tasks	Finance	Templates
Project Manager	CRUD	CRUD	CRUD	Read
Team Member	Read	CRUD (own)	Read	-
Administrator	CRUD	CRUD	CRUD	CRUD
Finance	Read	Read	CRUD	-

Integration¶

Warehouse Integration¶

Automatic cost creation from goods issues:

Goods issue assigned to project
After issue completion, a Material cost is created
Amount = sum of item cost prices

Production Integration¶

Automatic cost creation from production orders:

Production order assigned to project
After completion, a Material cost is created
Amount = order production costs

HR Integration¶

Automatic cost creation from work records:

Work record assigned to project
A Labor cost is created
Amount = worked hours × hourly rate

Invoicing Integration¶

Automatic revenue creation:

Invoice assigned to project
After status change to Paid
An Invoice revenue with Received status is created

Troubleshooting¶

Cannot Create Project¶

Cause: Required Account field is missing

Solution: Select a customer in the Account field

Gantt Chart Not Displaying¶

Cause: Tasks don't have dates set

Solution: 1. Verify tasks have start and end dates filled 2. Set dynamicTimeLine = true for automatic calculation

Finance Doesn't Match¶

Cause: Planned vs. actual costs

Solution: 1. Verify costs have correct type (Planned/Actual) 2. Only actual costs are included in margin 3. Check ProjectCostTypeSummary for aggregation

Tasks Not Generating from List¶

Cause: Missing record template

Solution: 1. Verify list items have assigned templates 2. Ensure template is of type Task 3. Check permissions for task creation