ProjectManagement based on SAP Business One > ProjectManagement > Project Data Management

 

This functionalty supports project data management. It enables you to create and update project data and to generate different kind of reports with respect to projects. In addition, it provides information on the contracts assigned to a project, the employees working on a project and the customer.

Project Data Management
ProjectPartner Product Available

The menu item Project lists all projects. The user can easily retrieve projects by setting filters or using the search function. Different types of projects can be defined, such as customer projects, internal projects and vacation projects. Project managers and multiple additional managers with separate authorizations can be assigned. Defining project teams is also possible.

 
Project TemplatesPartner Product Available
Different project templates can be used to prepare typical phase structures or project teams. New projects can be created on the basis of these templates.
 
Project Creation WizardPartner Product Available
Guides the user step by step through the entire project creation procedure and requests all mandantory data (e.g. business unit, project number, project title, project manager, customer etc.).
 
PhasesPartner Product Available
Phases can be used to setup a phase structure with multiple hierarchy levels. Different phase statuses (e.g. active, not started, completed) assist project managers in handling their projects. A phase-based overview shows the target and actual hours and based on the hours also the calculated degree of completion. In addition, the project manager can enter a subjective degree of completion per phase and subphase.
 
ServicesPartner Product Available

Users can record services typical for their industry with price per hour and day. These services are used as contract elements and are required by the employees to record their project times.

 
Document ManagementPartner Product Available
Allows the user to link files. For this purpose, user-defined folders can be used. In addition, data can be copied to the SQL database.
 
User-Defined FieldPartner Product Available

Enables the user to create personalized fields and to select a type (e.g. yes/no, number, date or text). These fields can be initialized with default data.

 
SAP Product Available Partner Product Available SAP Product Available with Future Releases Partner Product Available with Future Releases Future Focus