Number: By default, new project numbers are obtained from a meter in the menu ‘System’ → ‘Miscellaneous system settings’ → ‘Meter’ → ‘Project number’. Alternatively, the suggested number can be overruled.
Name: Intuitive name of the project.
Parent: If a sub-project is inserted, the main project can be retrieved here.
Project type: Can be useful to use with filter options, etc.
Department: The department selected here is brought into work orders, historical jobs or time management against the project.
Supervisor: Person responsible for the project. This person will also be brought into work orders, historical jobs or time management against the project.
Invoice recipient: The invoice recipient inserted here is for information only.
Start/stop date: Duration of the project. By default, when creating work orders or historical jobs, the From/To Date of the job will get these dates.
Completion date: When the project is finished, set the date here. The project will no longer be available as an option on work orders, historical jobs, time management and other locations to which the project may be linked.
Budget: In the project overview, there is an overview of the budget which is inserted here, in terms of hourly costs (time management), material (articles/parts) and additional costs.
Description: Detailed description of the project.