![]() Supplier: third party that supplies goods and/or services. The key project and service management concepts mentioned in this chapter are: Progress of the project is monitored in the Project Progress reportĪfter completion of all phases the Multiphase Project status is changed to Order Closed This results in the creation of a Sales Invoice Of the time spend is calculated by the application.Īny purchases, outsourcing cost or expenses reimbursement related to the project reference the project name on the Purchase InvoiceĪny Sales Invoice created as a result of the Expense Sheets have the project name referecedĪt the end of each phase a Sales Order related to the phase is created from the Multiphase Project. Based on the salary category of the employee at the time of the project, the cost Time sheets and item expenses are reported in Expense Sheets related to the project. Planned versus actual cost is monitored on the Project Profitability report based on the following: Start and end dates for the overall project and for phases and tasks Alternatively without using a project type, phases and tasks are created Optionally a Project Type is created or an existing one is used to create the phases and tasks. Product information related to the project Information needed to create a Sales Order Planned amounts and margins related to the project The creation of the Multiphase Project with the following information: The Multiphase Project has the following sequence of events: Project Type: a template with standard phases and tasks can be created to easily generate phases and tasks on a multiphase project. The salary category is filled out to calculate cost for the time spend on the project as documented in time sheets. ![]() The vendor information is filled out in order create purchase invoices to reimburse expenses Vendor: the third party that supplies products related to the project is set up as a vendor. Product type Item: the standard procure to pay process is used for the purchase or products related to the project.Ĭustomer: the third party for whom the project is executed is set up as a customer. Product type Service and Expense Type: for the expense sheet products with product type Service (for time) and product type Expense Type (for expenses) are set ![]() Project dimension: in order to be able to select projects on orders and invoices, the project dimension is created as a new record with type Project in the Dimension tab of the Project and Service Management - OpenbravoWiki The following is entered in the application for the project and service management module: Multiphase Project to manage project with phases and tasksĮxpense Sheets to manage cost related to projects The Project and Service Management module consists of: In Project and Service Management multiphase project, their cost and related expenses are managed. Learn more about writing and translating such documents. This article is protected against manual editing because it is automatically generated from Openbravo metadata. View source | Discuss this page | Page history | Printable version Log in / create account Partner Portal Issues Blogs Forge Exchange University Downloads
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