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.

Revision #1
Created 16 October 2025 14:14:54 by Muhammad Ali Akbar
Updated 16 October 2025 14:15:55 by Muhammad Ali Akbar

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.