The tree subject "Projects" is the first node under "Dashboard" in the navigation tree. It holds the projects of the administration: the demonstration database has 25 of them, shown as "Projects (25)". ## List Selecting "Projects (25)" opens the list of projects next to the navigation tree: ![[20261025-estate-projects-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": unique code of the project. - "Project Cluster": the cluster the project belongs to. - "Master Project": the master project of a sub project. - "Name": name of the project. - "Project Phase Description" - "Status" - "Closed" - "City" - "Type" - "Project Manager" - "Project Cluster Director" - "Controller" - "Customer" - "Project Entity" - "Start of Realization" - "Planned End Date of Delivery" - "End of Construction" - "Reporting Group" - "Classifications" ## Summary Expanding the node shows one child per project, named after its code and name, such as "Plein - Plein renovatie". Selecting a child opens the summary of that project on the right: ![[20261025-estate-projects-summary.png]] The summary opens on the tab "Project". It shows the fields of the project in the groups "General" and "Milestones", read only. The strip holds 42 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: - "Master Project": the master project of this sub project, as fields. - "Customer": the organisation that is the customer, as fields. - "Project": the project itself. - "Gantt chart": a Gantt chart of the project. - "Related projects": list of projects related to this project. - "Project News Messages": list of news messages about the project. - "Processes": list of processes of the project. - "Process Notes": list of notes on the processes. - "Budgets": list of budgets per cost type. - "Budget Movements": list of movements of budget between cost types. - "Contracts": list of contracts. - "Contract Budgets": list of budgets per contract. - "Purchase Orders": list of purchase orders. - "Latest Estimates": list of latest estimates. - "Revenues": list of revenues. - "Documents": list of documents. - "Timesheets Booked Project": list of hours booked on the project. - "Timesheets per Week": list of hours per person and week. - "Project Allocations": list of persons allocated to the project. - "Project Involvements": list of persons and the role in which they are involved. - "Project Versions": list of saved versions of the project. - "Invoice Lines": list of invoice lines. - "Draft Invoice Lines": list of draft invoice lines. - "Cash Flow Projections": list of cash flow projections. - "Messages": list of messages. - "Contract Processes Generation": list of rules that generate processes from a contract. - "Project Classifications": list of classifications of the project. - "Project Authorizations": list of persons who may work with the project. - "Project Cluster": fields of the project cluster. - "Project Phase": fields of the project phase. - "Project Manager", "Administrator", "Project Cluster Director", "Timesheets signed by", "Plan Developer", "Account Manager" and "Controller": the details of the person in that role. - "Project Entity": the details of the organisation that is the project entity. - "Purchasing Condition", "Sales Condition" and "Land Status": fields of the condition or status. - "Resource Utilization": list of persons with their hours per month. For the project "Plein" the tabs "Process Notes", "Contracts", "Documents", "Draft Invoice Lines" and "Messages" are empty. The tab "Master Project" shows the master project of a sub project: ![[20261025-estate-projects-tab-master-project.png]] The tab "Gantt chart" shows the project as a bar on a time line: ![[20261025-estate-projects-tab-gantt-chart.png]] The tab "Related projects" lists related projects with a weight and the type of relationship: ![[20261025-estate-projects-tab-related-projects.png]] The tab "Project News Messages" lists the news messages about the project, with author and time of the event: ![[20261025-estate-projects-tab-project-news-messages.png]] The tab "Processes" lists the processes of the project with their category, phase and owner: ![[20261025-estate-projects-tab-processes.png]] The tab "Budgets" lists the budget per cost type: ![[20261025-estate-projects-tab-budgets.png]] The tab "Budget Movements" lists the movements of budget from one cost type to another: ![[20261025-estate-projects-tab-budget-movements.png]] The tab "Contract Budgets" lists the budget per contract and cost type: ![[20261025-estate-projects-tab-contract-budgets.png]] The tab "Purchase Orders" lists the purchase orders of the project with their organisation and amount: ![[20261025-estate-projects-tab-purchase-orders.png]] The tab "Latest Estimates" lists the latest estimates per cost type and organisation: ![[20261025-estate-projects-tab-latest-estimates.png]] The tab "Revenues" lists the revenues per cost type, contract and revenue type: ![[20261025-estate-projects-tab-revenues.png]] The tab "Timesheets Booked Project" lists the hours booked on the project per person: ![[20261025-estate-projects-tab-timesheets-booked-project.png]] The tab "Timesheets per Week" lists the hours per person, week and type of labour: ![[20261025-estate-projects-tab-timesheets-per-week.png]] The tab "Project Allocations" lists the allocation of persons to the project over time: ![[20261025-estate-projects-tab-project-allocations.png]] The tab "Project Involvements" lists the persons involved in the project and their involvement role: ![[20261025-estate-projects-tab-project-involvements.png]] The tab "Project Versions" lists the versions of the project with their category and reporting date: ![[20261025-estate-projects-tab-project-versions.png]] The tab "Invoice Lines" lists the invoice lines booked on the project: ![[20261025-estate-projects-tab-invoice-lines.png]] The tab "Cash Flow Projections" lists the cash flow projections of the project: ![[20261025-estate-projects-tab-cash-flow-projections.png]] The tab "Contract Processes Generation" lists the rules that generate processes, with the repeat interval and the process template: ![[20261025-estate-projects-tab-contract-processes-generation.png]] The tab "Project Classifications" lists the classifications of the project with their value: ![[20261025-estate-projects-tab-project-classifications.png]] The tab "Project Authorizations" lists the persons authorised for the project: ![[20261025-estate-projects-tab-project-authorizations.png]] The tab "Project Cluster" shows the fields of the cluster: ![[20261025-estate-projects-tab-project-cluster.png]] The tab "Project Phase" shows the fields of the phase: ![[20261025-estate-projects-tab-project-phase.png]] The tab "Purchasing Condition" shows the fields of the purchasing condition of the project: ![[20261025-estate-projects-tab-purchasing-condition.png]] The tab "Land Status" shows the fields of the land status: ![[20261025-estate-projects-tab-land-status.png]] The tab "Resource Utilization" lists the hours per person and month: ![[20261025-estate-projects-tab-resource-utilization.png]] ## Edit Screen The toolbar button "Edit" on the summary opens the window "Edit Project - Plein": ![[20261025-estate-projects-edit.png]] The window has the buttons "OK" and "Cancel" and shows the following groups and fields in this order. Fields with a bold label are required: - "General": "Project Cluster", "Code", "Short Code", "Name", "Description", "Address" (two lines), "Province or State", "City", "Country", "Project Phase", "New Phase Effective", "Project Manager", "Account Manager", "Controller", "Timesheets signed by", "Customer Reference", "Supplier Reference", "Web Site Project (URL)" and "Definition" in the left column. - "General", right column: "Project Cluster Director", "Overhead", "Reporting Group", "Icon (URL)" (twice), "Closed", "Administrator", "Plan Developer", "Customer", "Contract Postfix", "Project Type", "Master Project", "Free Field 1", "Free Field 2", "Cooperation with", "Project Entity" and "Logo Project (URL)". - "Milestones": "Planned Start", "Start of Handover", "Budget Approved on", "Start of Realization", "Planned Sales Start Date", "Start of Sales", "Planned Start of Delivery", "Planned End Date of Delivery", "End of Construction", "Planned Sales End Date" and "Sales End Date". - "Real Estate": "Houses", "Office Space", "Other", "Parking Places", "Shop Space" and "Land", with the units "Units" and "m2". More fields follow below, outside the picture. 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 - "Reports" 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 tab "Project" in the summary shows these buttons: - "Open" - "Edit" - "Copy" - "Delete" - "Send message" with a drop-down arrow - "Make a Call" with a drop-down arrow - "Project Template" - "Quick actions" with a drop-down arrow - "Reports" with a drop-down arrow - "Audit" - "History" - "Refresh" with a drop-down arrow - "Design Mode" with a drop-down arrow - "Compare" - "Help" ## See Also - [[Invantive Estate/Concepts/Project|Project]] - [[Invantive Estate/Concepts/Budgets|Budgets]] - [[Invantive Estate/Concepts/Project Versions|Project Versions]] - [[Invantive Estate/Subjects/Finance/Projects|Projects]] - [[Invantive Estate/Subjects/Budget Control/Projects Workbench|Projects Workbench]] - [[Invantive Estate/Screens/Lists|Lists]] - [[Invantive Estate/Screens/Summaries|Summaries]] - [[Invantive Estate/Screens/Edit Screens|Edit Screens]]