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Project List

Module Guide: Project List (Project Master & Lifecycle)

Module Location

Project > Project List

Module Objective

The Project List module serves as the center for creating, managing, and tracking the lifecycle of the company's formal projects. This is where a project is officially defined, linked to a customer, started, and closed with a formal handover.

1. Main View (Project List)

The main page of this module displays a list of all formal projects that exist in the system.

View and Key Button Functions

  • View: This page is a list of all projects. You can see the Project Code, Project Name, Project Manager, Project Status, and other important information.

  • Action Buttons:

    • [New]: To create a new formal project document.

    • [Start]: Likely used to officially change the project's status to 'started' or 'active'.

    • [Print Handover Document]: To print the official handover document after the project is completed, which will be given to the customer.

2. Steps to Create a New Project

Step 1: Create a New Project

From the Main View, click the [New] button to open the Add Project form.

Step 2: Fill in Project Information

On the form that appears, fill in all the important details regarding the project:

  • Select the Project Type and Project Category.

  • Fill in the Project Code and Project Name.

  • Select the Customer and assign the Project Manager.

  • Define the project's Start Date.

  • Select from Take From if this project is based on an existing Project Design.

Step 3: Save the Project

After all data is filled in, click [Save] or [Next] to save. The new project will appear in the main list and be ready for further management.

Tips & Important Notes

  • This module is the center for formally managing the project lifecycle, from initiation to closure.

  • The [Print Handover Document] button is a crucial feature for the project closure process and serves as formal proof that the project results have been handed over to the customer.

  • This is the primary work module for Project Managers and Project Administration.

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