How to Create a Project and Track Its Stages
In short
Go to Projects → New Project, enter the Project Name and Client with site and commercial details, and click Create Project. The project page then shows progress bars for Design, Purchase, Production, Dispatch and Installation, worked out from the real BOMs, POs, job cards, dispatches and installations.
| Where | Projects |
|---|---|
| Who can do it | Admin, sales, production, design and accounts. Prices and the Accounts tab are shown only to roles allowed to see them. |
| Steps | 6 |
Step by step
- 1
New project
Click Projects in the sidebar and then New Project.
- 2
Basic Details
Enter Project Name and Client (required), Description, Status (starts at Enquiry), Stage (starts at Sales), Priority, Enquiry Date, Start Date, Expected End Date, Project Owner and Project Manager, and any Consultant / PMC.
- 3
Site Details
On the Site Details tab enter the installation Site Address, City and State.
- 4
Commercial
On the Commercial tab enter Estimated Value (₹), Contract Value (₹) and Target Margin (%), then click Create Project.
- 5
Follow the progress
The Project Progress card shows Design, Purchase, Production, Dispatch and Installation bars, recalculated from the project's BOMs, purchase orders, job cards and work orders, dispatches and installations each time the page opens. The stage moves forward on its own and the team that now owns the job is notified.
- 6
Work from the project
Use Quick Actions — Add Equipment, Create BOM, Create PO, Job Card, Create Dispatch, Create Invoice, Service Ticket and Upload Doc — and the tabs Overview, Equipment, Drawings, BOM, Purchase, Production and Dispatch. The Documents menu lists its quotations, requisitions, POs, GRNs and invoices.
Good to know
- A project is also created from a sales order with + Create new project automatically; when the order is approved the project moves to In Progress at the Design stage.
Common questions
Which fields are required to create a project?
Only Project Name and Client. Status starts at Enquiry and Stage at Sales; dates, people, site and commercial details can be added now or later with Edit.
How are the progress bars worked out?
From the project's own records: approved BOMs for Design, purchase orders for Purchase, job cards and work orders for Production, dispatches for Dispatch and installation jobs for Installation. They are recalculated each time the project page opens.
Does the stage ever move backwards?
No. The stage moves forward to match the work done and never back, and a stage set further along by hand is kept. When it moves, the team that now owns the job is told.
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