# 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**.