The subject "Projects" registers projects and their properties. A project is a coherent amount of work, usually consisting of a number of units of real estate. The entry fields have the following meaning: - "General": Section with the general details of the project. - "Code": A unique code for the project. The code is generally assigned as soon as the first exposé is approved. - "Name": The name of the project. - "Short Code": A short project code for ERP systems that limit the length of project codes to, for example, 8 characters. - "Description": The description of the project. - "City": The place where the project is realised. - "Reporting group": The reporting group with which the project can be selected in the filter. - "Address 1": The address where the project is realised. - "Address 2": An extra address line, if needed. - "Country": The country where the project is realised. - "Reporting group": Section with the reporting group of the project. - "Phase": The phase of the project. - "Closed": A closed project cannot be changed. The underlying data, such as remainders, orders, budgets and revenues, is also frozen. The only possible action on a closed project is to reopen it. The user "system" is the only user who can change the project data even after completion of a project. - "Product group": The product group of the project. - "Product Group Director": The product group director who is responsible for the project. - "Project developer": The project developer who is responsible for the project. - "Administrator": The administrator who is responsible for the project. - "Salesman": The real estate agent who rents or sells the project. - "Plan Developer": The developer of the project plans. - "Controller": The project controller. - "Customer": The buyer of the project. - "Timesheet signed by": The person who is responsible for approving the hours. - "Customer Reference": A reference of the customer to this project, for example a reference to a purchase order. - "Supplier Reference": A reference of a supplier to this project. - "Documents": The documents linked to the project. - "Project Type": The type of the project. There are three possible project types: - An individual project: this may include financial data and reporting. - A subproject: this may include financial data and reporting. Moreover, it can be consolidated and reported within a master project. - A master project: it is not possible to include independent financial data and reporting. However, the numbers of the underlying subprojects can be consolidated and reported. The remaining entry fields are: - "Cost Category Postfix": The suffix that makes the cost category of each subproject unique in consolidated reporting. The suffix must be unique for all subprojects within the main project. - "Master project": The master project of a subproject. This field is only available for subprojects, and it is obligatory for them. With consolidated reporting, all financial figures are merged within the master project. The choice whether to merge is made in [[Invantive Estate/Subjects/Advanced/Preferences|My Preferences]]. - "Free field 1": A free field for further information. - "Free Field 2": A free field for further information. - "Website Project (URL)": The Internet address of the website of the project, if the project has its own website. - "Logo (URL)": The Internet address of the project logo. - "Project entity": The legal structure under which the project is realised. - "Cooperation with": The name of the partner, if a cooperation agreement is made for the project. - "Overhead": When checked, the project is overhead. - "Icon (URL)": The relative URL of the icon of the project. The icon must be 16 pixels high and 16 pixels wide. - "Milestones": Section with the milestones of the project. - "Planned Start of Realization": The planned start date of the construction activities for the project. - "Planned Start of Handover": The planned start date of the delivery of the first units. - "Start of Handover": The start date of the delivery of the first units. - "Planned End Date of Delivery": The planned end date of the delivery of all units. - "Budget Approved on": The date of the last approved exposé. - "Start of Realization": The start date of the construction. - "End of Construction": The date on which all building activities are completed and all units are delivered. - "Planned Sales Start Date": The planned start date of the sale of the first units. - "Planned Sales End Date": The planned end date of the sale of the last units. - "Start of Sales": The start date of the sale. - "Sales End Date": The end date of the sale. - "Real Estate": Section with real estate fields. These fields are only displayed for certain licences. Other licences do not show the section. - "Houses": The number of houses being built. - "Parking Places": The number of parking spaces being built. - "Office Space": The number of m2 of office space being realised. - "Shop Space": The number of m2 of shops being realised. - "Other": The number of other units being realised. - "Ground": The number of m2 of land being realised. - "Ground Position": The land holding of the project. - "Land Status": The status of the land that is required for the realisation of the project. - "Date Ground Purchased": The date on which the land was purchased for the project. - "Financial": Section with the financial details of the project. - "Released Budget": The budget released for the project. - "Provision": The provision for the project. - "Expected Investment": The expected investment of the project. - "Administration Third Party": Checked if a third party does the administration. - "Success Percentage": The expected rate of success. - "Risk Percentage": The share that the organisation carries in the project, both in revenue and in risk of a possible negative outcome. - "Charged by Hour": Indicates whether the hours within this project are charged to the customer. - "Release deviation on Cost Category": The default setting for all budgets: release the deviations on cost category, do not release them, or use the setting at budget level. At the end of the realisation, the administration uses this setting to release all free budget space on cost category to offset deficits elsewhere. Setting this field back to the budget level quickly restores the defaults on the budgets. - "Release deviation on Contract": The default setting for all budgets: release the deviations on contract budgets, do not release them, or use the setting at budget level. At the end of the realisation, the administration uses this setting to release all free budget space on cost category to offset deficits elsewhere. Setting this field back to the budget level quickly restores the defaults on the budgets. - "Purchasing Conditions": The applicable purchasing conditions. - "Selling Conditions": The applicable selling conditions. - "Status": Section with the status of the project. - "Status Indicator": A list that classifies a project in one of six classes, based on progress and budget control. See also [[Invantive Estate/Subjects/Administration/Project Statuses|Project Statuses]]. - "Date of Last Review": The date of the last review of the project. - "Next Review": The planned date of the next review of the project. - "Definition": The definition of the status. - "Status": A textual explanation of the status of the project. - "Restrictions": Section with restrictions for the project. - "Filter Suppliers": A filter that controls at project level which orders can be linked to the project. Example: the filter for order takers is "^025" and the Filter selects only the project that is being worked on. Then only the orders from order takers whose code starts with "025" are shown. If the Filter selects all projects, all orders of order takers are shown. A chosen order taker must then have a code that starts with "025". If the code does not start with "025", saving the project data gives an error. The filter is a regular expression (see the Oracle SQL Reference) with a maximum length of 512 characters. A longer filter gives an error message. - "Filter Invoice Parties": A filter that controls at project level which invoices can be linked to the project. Example: the filter for invoice organisations is "^025" and the Filter selects only the project that is being worked on. Then only the orders from invoice organisations whose code starts with "025" are shown. If the Filter selects all projects, all orders of invoice organisations are shown. A chosen invoice must then have a code that starts with "025". If the code does not start with "025", saving the project data gives an error. The filter is a regular expression (see the Oracle SQL Reference) with a maximum length of 512 characters. A longer filter gives an error message. - "<layout> tag": Section with the names of the project in lists. - "Full Name for Use in Lists": The name that shows the project in lists and on reports. The default construction is city-name-code. An [[Invantive Estate/Subjects/Advanced/Additional Business Rules|Additional Business Rule]] can define another name. - "Sort Order": The name that sorts the projects in drop-down lists. The default construction is code-city-name. An [[Invantive Estate/Subjects/Advanced/Additional Business Rules|Additional Business Rule]] can define another sort order. - "Classifications": Section with the classifications of the project. - "Classification": The classification of the project. A classification is a label that can be attached to a project, an organisation, a process or a document. The labels make information easier to find. The other fields have the following meaning: - "Workflow": Section with the workflow details of the project. - "Process": The process, as registered in [[Invantive Estate/Subjects/Budget Control/Processes|Processes]]. - "Status": The process status, as registered in [[Invantive Estate/Subjects/Administration/Process Status|Process Statuses]]. - "Process Holder": The process holder, as registered in [[Invantive Estate/Subjects/Budget Control/Processes|Processes]]. The action buttons have the following meaning: - "Documents": Opens the screen with the documents of the project. - "Cash flow projections": Opens the screen with all cash flow projections of the project. - "Project Statuses": Opens the screen with the project statuses of the project. - "Open Processes": Opens the screen with the open processes of the project. - "Budgets": Opens the screen with the budgets of the project. - "Project Versions": Opens the screen with the project versions of the project. - "Projects Workbank": Opens the screen with the project workbank of the project. - "Hours": Opens the screen with the hours of the project. - "Orders": Opens the screen with the assignments of the project. - "Revenues": Opens the screen with the revenues of the project. - "Project File (PDF)": Opens the screen where the process parameters of the report "project dossier" can be requested.