The Project Costing module is used to create the master document for a project that is to be executed. Unlike Project Design which is conceptual, this module is more execution-oriented, where you associate the project with a customer, a project manager, and a start date. This is the step to formalize a project and prepare it for cost and progress tracking.
1. Main View (Project List)
The main page of this module displays a list of all project costing documents that have been created.
View Explanation
View: This page is a list of all projects that have been formalized. You can see the Project Costing No., Customer Name, Project Manager, and Start Date.
Action Buttons:
[New]: The primary button to create a new Project Costing document.
2. Steps to Start a Project
Step 1: Create a New Document
From the Main View, click the [New] button to open the Add Project Costing form.
Step 2: Fill in Project Information
On the form that appears, fill in the main project information:
Take From: Select Project Design and choose the previously created Design Code. This will pull the basic data from that design.
Customer: Select the customer related to this project.
Start Date: Define the project's start date.
Project Manager: Assign the person who will be responsible as the project manager.
Step 3: Continue to the Detail Stage
After all the basic information is filled in, click the [Next >>] button to continue to the next screen where you can start detailing the cost budget, schedule, and resources for this project.
Tips & Important Notes
This module is the bridge between the planning stage (Project Design) and the project execution stage.
By filling in the data here, the project becomes "active" and is ready to receive cost charges and progress tracking.
This is an important module for Project Managers and Project Administration.
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