You can find your projects in the page navigation under the Project master section. In the view, you will see a list of active projects. In the Project master view, you can:
Search for a project using the search field at the top of the bullet list
Navigate to a project by clicking the project name
Go directly to the account card by clicking the account name visible in the Account column
Sort the bullet list by clicking the arrow order of the columns
Export the project list as a CSV or Excel file by clicking the export buttons on the right side of the bullet list
Easily create new projects by clicking the Create project button or the Add new universal button in the upper right corner:
Enter the Project name (required for)
Select the Account to whom the project belongs(required for)
Fill in other basic information about the project
Define the project team Members, project Current phases, and Financial details
Review the information and create project by clicking Add
KPI insights
At the top of the view, you can review insights related to projects. Show insights by clicking the toggle switch Show KPI’s. See below what the readings tell:
KPI insights | Legend |
Order book | Formula: Expected value - Billed. The calculation ignores invoicing that is greater than the expected value. The reading compares your sales analysis to actual invoicing and indicates how much more invoicing can still be expected. Value is calculated using only open jobs whose sales status is Won and for which Expected value has been entered. |
WIP or work in progress | Formula: Value of hours - Invoicing. The calculation ignores product master and subcontracting expenses. |
Hours this month | The number of hours that have been logged for projects. Both open and closed projects are taken into account. |
Cases in need of attention | Number of projects and guidance to projects that require attention. Cases in need of attention are projects whose deadline has passed or the estimated number of hours has been exceeded. |
Frequently asked questions
Q: Why don't I see the Create project button in the Project master view?
A: You do not have sufficient permissions to create projects. If necessary, contact your supervisor or the company's administrator to update your permissions.
Q: Why can't I delete a project? The Delete project function is missing.
A: A project cannot be deleted if hours, expenses, activities, or invoices have been recorded for it. In these cases, we recommend closing the project.
Q: Why don't I see the Financial details or Invoicing tabs on the project?
A: This can be due to different reasons. Either it is an internal project that does not have all the same tabs as customer projects do. Another reason may be that you do not have sufficient rights to data review of the project's Financial details.
Keywords: beta, project master, project view, create project, customer project, internal project, project settings, overview, active status, closing, delete, billing information, work types, product master, keywords, project team, project timeline
*This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.
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