Amohammad at 19:59, 25 April 2024

2024-04-25T19:59:09Z

Amohammad at 19:58, 25 April 2024

2024-04-25T19:58:49Z

Amohammad: Created page with "NOTOC ===General Information=== '''Default Menu Location''' Maintain >> Project Control >> Projects '''Screen Name''' MSN1 '''Function''' Project Control Screen is us..."

2024-04-25T19:58:09Z

Created page with "__NOTOC__ ===General Information=== '''Default Menu Location''' Maintain >> Project Control >> Projects '''Screen Name''' MSN1 '''Function''' Project Control Screen is us..."

New page

__NOTOC__

===General Information===

'''Default Menu Location''' Maintain >> Project Control >> Projects

'''Screen Name''' MSN1

'''Function''' Project Control Screen is used to add/edit/delete all internal and external projects for your organization.

The Master tab is used to enter general information about the project.

[[File:Project_Control_Master.png]]

===Fields/Filters/Buttons===

'''Project #:''' Enter the project name of the project

'''Shipping Dates:''' Enter valid project/shipping dates

'''Whse:''' The default warehouse used for shipping items related to this project

'''Retainage%:''' The retainage percentage associated with this project.

'''Project Manager:''' Only people assigned with the Project Manager attribute may be selected

'''Account Manager:''' Only people assigned with the Account Manager attribute may be selected

'''Consultant:''' Consultant assigned to project.

'''Extra2:''' This field can be used to assign any other resource to the project.

'''Batch No.:''' This field is used to group projects to aid in production planning. Assign a Batch Number to projects that can be produced together. This number will carry over to both the Project Grid, and the Production Work Order Master screen.

'''Remarks:''' Free-text field (maximum 500 characters)

'''Type:''' The priority/type of the project. Project types are maintained in the '''Rule Maintenance''' screen by selecting Project Types from the drop-down menu.

'''Status:''' The status of the project. Project statuses are maintained in the '''Rule Maintenance''' screen by selecting Project Status from the drop-down menu.

'''Bill Type:''' The billing method for the project

'''COD Amt:''' Allows for manually entering the total COD amount for the project records. The MSNCOD setup option can make this field control the COD value on linked Sales Orders (SO) and Bills of Lading (BOL).

'''COD Balance:''' Project COD Balance will automatically calculate and display the remaining balance on invoiced orders linked to the project.

'''Entered:''' The entry date of the project

'''Contract Date:''' The date the contract/project was started or agreed upon

'''Completion Date:''' The estimated or actual completion date; or the targeted completion date of the project

'''Complete:''' Click the '''Complete''' button to mark the project completed. This will change the status of the project to completed and allow you to mark all tasks associated with the project as complete. It will also allow you to mark the project as Inactive.

===Adding a Project===

'''Step 1:''' Click the new button in the upper right hand corner of the Project Control Screen.

[[File:Add_Project.png]]

'''Step 2:''' Add in all project information in the fields and press the save button upon completion.

[[File:Save_Project.jpg]]

[[Category:Project Management]]

@@ Line 64: / Line 64: @@
 '''Step 2:''' Add in all project information in the fields and press the save button upon completion.
-[[File::Save_Project.png]]
+[[File:Save_Project.png]]
 [[Category:Project Management]]

Project Control - Master - Revision history

Amohammad at 19:59, 25 April 2024

Amohammad at 19:58, 25 April 2024

Amohammad: Created page with "__NOTOC__ ===General Information=== '''Default Menu Location''' Maintain >> Project Control >> Projects '''Screen Name''' MSN1 '''Function''' Project Control Screen is us..."

Amohammad: Created page with "NOTOC ===General Information=== '''Default Menu Location''' Maintain >> Project Control >> Projects '''Screen Name''' MSN1 '''Function''' Project Control Screen is us..."