The tree subject "Processes" holds the processes of all projects: activities such as faults, changes, questions and sales of real estate that have to be carried out. The demonstration database holds more than fifty of them, shown as "Processes (50+)". The plus sign means that the list has read the first rows only. ## List Selecting "Processes (50+)" opens the list of processes: ![[20261025-estate-processes-list.png]] The first five columns are visible in the picture. The other columns follow to the right and need the horizontal scroll bar. The columns are: - "Code": the code of the process. - "Process Category": the category, such as "Storing" (fault), "Wijziging" (change), "Vraag" (question), "Verkoop vastgoed" (sale of real estate) and "Sjabloon" (template). - "Process Phase": the status of the process. - "Process Phase End Status": ticked when the phase is a final phase. Such a process is shown in grey. - "Process Owner": the person who carries out the process. - "Process Reporter" - "Description" - "Project Full Name" - "Process Impact" - "Process Origin" - "Created By" - "Created at" - "Next Review" - "Deadline" - "Unit" - "Customer" - "On Behalf of" - "Planned Start of Realization" - "Planned (hours)" - "Prognosis to go (hours)" - "Sales Condition Description" - "Classifications" - "Customer Reference" - "Supplier Reference" - "Fixed Price" - "Last Change" ## Summary Expanding the node shows one child per process, named after its code. Selecting the child "1000" opens the summary of that process, a fault of the project "C204 - Beheer Energetic": ![[20261025-estate-processes-summary.png]] The summary opens on a tab named after the category of the process, here "Storing". It shows the fields of the process in the groups "General", "Progress and Planning" and "Statistics", read only. The strip holds 23 tabs, listed here in the order of the strip. The caption of a tab shows the number of rows once the tab has been opened: - "Project": the fields of the project of the process. - "Related projects": list of projects related to the process. - The tab named after the category, here "Storing": the process itself. - "Remarks": a text editor with the remarks on the process. The toolbar then shows a single button "Save". - "Process News Messages": list of news messages about the process. - "Process Notes": list of notes on the process. - "Documents": list of documents. - "Timesheets": list of hours booked on the process. - "Interprocess Relations": list of relations with other processes. - "Process Units": list of units used by the process. - "Process Classifications": list of classifications of the process. - "Process Involvements": list of persons involved in the process. - "Template for Process Generators": list of process generators that use this process as a template. - "Workflow": the phases of the process. - "Product Properties": list of properties of the product. - "Process Skills": list of skills needed for the process. - "Draft Invoice Lines": list of draft invoice lines. - "Messages": list of messages. - "Process Owner" and "Process Reporter": the details of the person in that role. - "Unit": the fields of the unit of the process. - "Organisation": the details of the organisation on whose behalf the process was created. - "Sales Condition": the fields of the sales condition. For the process "1000" the tabs "Process News Messages", "Documents", "Process Units", "Process Involvements", "Template for Process Generators", "Product Properties", "Process Skills", "Draft Invoice Lines" and "Messages" are empty. The process "Bouwnr-1" has 7 rows on the tab "Process Units". The tab "Project" shows the project of the process: ![[20261025-estate-processes-tab-project.png]] The tab "Related projects" lists a project related to the process, with the type of relationship: ![[20261025-estate-processes-tab-related-projects.png]] The tab "Process Notes" lists the notes on the process with their category and subject: ![[20261025-estate-processes-tab-process-notes.png]] The tab "Timesheets" lists the hours booked on the process, with the person, the start moment, the effort in hours and an explanation: ![[20261025-estate-processes-tab-timesheets.png]] The tab "Interprocess Relations" lists the relations with other processes, with a weight and the type of relationship: ![[20261025-estate-processes-tab-interprocess-relations.png]] The tab "Process Classifications" lists the classifications of the process with their value: ![[20261025-estate-processes-tab-process-classifications.png]] The tab "Workflow" shows the code and owner of the process, the status, and the list of phases of the workflow: ![[20261025-estate-processes-tab-workflow.png]] The tab "Unit" shows the fields of the unit that belongs to the process: ![[20261025-estate-processes-tab-unit.png]] The tab "Sales Condition" shows the fields of the sales condition: ![[20261025-estate-processes-tab-sales-condition.png]] ## Edit Screen The toolbar button "Edit" on the summary opens the window "Edit - 1000": ![[20261025-estate-processes-edit.png]] The window has the buttons "OK" and "Cancel" and shows the following groups and fields. Fields with a bold label are required: - "General", left column: "Process Category", "Description", "Project", "Process Owner", "Process Origin", "Process Impact", "Process Phase", "Fixed Price", "Location" and "Quick Notes". - "General", right column: "Reporting Group", "Process Reporter", "Unit", "On Behalf of", "Customer Reference", "Supplier Reference", "Sales Condition", "Cost Type", "Contract" and "Limit". - "Progress and Planning": "Phase Effective", "Planned Start of Realization", "Next Review", "Deadline", "Progress (%)", "Planned (hours)", "Prognosis to go (hours)" and "Remaining Effort Determined on". The toolbar button "Add" on the list did not open a window when invoked through UI Automation, so no separate picture of an empty edit screen is shown. ## Toolbar The toolbar of the list shows these buttons: - "Add" with a drop-down arrow - "Audit" - "History" - "Refresh" with a drop-down arrow - "Export" with a drop-down arrow - "Help" - "Design Mode" with a drop-down arrow The toolbar of the first tab of the summary shows these buttons: - "Open" - "Edit" - "Copy" - "Delete" - "Send message" with a drop-down arrow - "Make a Call" with a drop-down arrow - "Process Template" - "Quick actions" with a drop-down arrow - "Transfer..." - "Audit" - "History" - "Refresh" with a drop-down arrow - "Design Mode" with a drop-down arrow - "Compare" - "Help" ## See Also - [[Invantive Estate/Concepts/Processes|Processes]] - [[Invantive Estate/Concepts/Project|Project]] - [[Invantive Estate/Subjects/Budget Control/Processes|Processes]] - [[Invantive Estate/Screens/Lists|Lists]] - [[Invantive Estate/Screens/Summaries|Summaries]] - [[Invantive Estate/Screens/Edit Screens|Edit Screens]]