Before Invantive Estate is used, the application manager sets up the reference data: code tables that give the other subjects their values. Each table has its own screen under "Administration". The examples below come from the original manual of the product. They show what a table is for and are not fixed values. ## Project - Project clusters, also called product groups of projects, divide projects into themes. Examples: shops, houses, offices, area development, special projects and internal projects. Staff often work in the same cluster, because the work needs the same skills. - Project phases: planning, acquisition, development, realisation and wrapping up. - Land statuses: the state of the land of a project, for example included in an approved zoning plan, construction permit granted, private land or ready for construction. - Project relation types describe how two projects relate, for example ground and superficies, or successor and precursor. - Project version categories name the kind of snapshot: quarterly review, business plan, review or draft. ## Cost Types - Master roll ups group roll ups in a few main categories. Example codes: 1000 to 1999 purchase costs, 2000 to 2999 contractor sum, 9300 revenues, 9900 taken result. - Roll ups group cost types. - Cost types, with their flags. See [[Invantive Estate/Concepts/Cost Types|Cost Types]]. - Cost centres: a department of the company to which costs can be attributed. - General ledger codes, which tie cost types to the general ledger. ## Processes - Process categories, for example documentation, failure, installation, milestone, sales and request for leave. - Process origins: who or what caused a process, such as the owner, a local resident, a customer or an incoming invoice. - Process impacts: low, average or grave. - Process statuses and status transitions. See [[Invantive Estate/Concepts/Processes|Processes]]. - Process note categories, such as telephone conversation, email, meeting and steering group. - Process unit statuses: entered, sold, billable and invoiced. - Repeat generators, which tell how often a process is generated from a contract. ## Hours and Planning - Timesheet statuses, for example initial, approved by employee, approved by manager, invoiced and planned. - Working schedules, for example 40 hours per week, and exceptions to them. - Types of labour. - Skills, with codes such as `CL.Basic` for a computer language or `EDU.BS` for elementary school. ## Finance - Price lists, for example for general purchasing, general sales or a specific customer. - VAT codes with their percentages. - Payment terms and payment schedules. A payment schedule is a fixed schedule of when payments occur, for example housing construction in ten terms. - Interest rate methods. - Economic indexes. - Monetary units, reporting units and reporting time units. - Banks and legal forms. ## Documents and Persons - Document types and document statuses. Examples of types: control plan, incoming invoice, outgoing invoice, offer, confirmation of order, project plan, report and drawing. - Classifications, to label projects, organisations, processes, documents and persons. - Organisation relation types, such as supplier, competitor, partial interest and establishment. - Involvement roles, for example a preferred engineer. - Locations and countries. ## Logistics - Products and product groups. A product group names the general ledger code, the payment schedule and the selling conditions that belong to its products. - Properties and the methods to determine them. - Unit relation types, unit transaction types and warehouses. ## Technical - Roles. See [[Invantive Estate/Concepts/Security|Security]]. - Counters, which supply a sequence number to additional business rules. - Profile options and their values. - Codes and code values. - Additional business rules. ## Interfaces The interfaces to financial administrations have their own set-up: the financial administrations and the master administrations that are linked. The manual describes the set-up per ERP system. Which of these interfaces are supported in the current release is not stated in the sources of this topic.