Edit project

Production > Project management > Edit project

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Project

          Edit project

 Tasks

 Budget

 Activities

 Purchase

 Sales

 Service

 Attachments

 

PATH: Production > Project > Open a project > "Project" tab.

Project_Open_SAPStyle

Window prj_edit.psr

 
Upper tabs:

Project tab

Field

Description

Project

Assigned project number.

Type

Description

Project description.

Customer

Business partner number and business partner name of the customer, assigned to this

project.

Note: It is possible to create projects for inactive business partners, as well.

 

For further Upper tab descriptions see following chapters in this documentation.

 

Lower tabs

Tasks:

Under the tasks tab you can find the tasks defined for this project including start and end date, the number of planned work days, the task status and the responsible employee.

Click on an entry opens the window "Edit tasks"

Icon attention: The entry is not checked.

 

Master data tab:

Field

Description

Customer

Business partner number of customer assigned to this project.

Name

Business partner name of customer assigned to this project.

Street

Street of customer assigned to this project.

Zip code

Postal code of customer assigned to this project.

Location

Location of customer assigned to this project.

Country

Customer country of residence.

Telephone

Phone number of customer assigned to this project.

Info 1/ Info 2

Information field on customer.

Project manager 1 / 2

Select employees from personnel master data.

Attachments

Use drop down field to define a folder to store project relevant data.

Image

Use drop down field to assign an icon to the project.

Color

Use drop down field to assign a color to the project.

MS Project-Description

Project description, as in MS Project .

MS Project-Start

Start date of Projects in MS Project.

MS Project-End

End date of Projects in MS Project.

MS Project-File:

MS Project file.

 

Status tab:

Field

Description

Start

Project start date.

End

Project end date.

Status

Use drop down field to assign a status to the project.

Locked

Set the flag to mark the project as "blocked".

Active

Set the flag to mark the project as "active".

If removed, the project will be closed. A query is executed, whether to close related work orders as well.

 

Buttons:

Field

Description

Open

Open the task.

Synchronize

Synchronize current task list with the linked work order.

Work orders

Open Work order structure list and display all linked work orders.

 


Help URL: https://help.beascloud.com/beas202106/index.html?projekt_bearbeiten.htm