Project Group
A project group is a heading projects are sorted under, for example customer projects, internal projects, maintenance contracts. Each group can carry a project model.
What it is for
The group sorts projects for the lists and the Project Profitability list. It carries no account and no rule.
Every field in plain words
| Field | What it means | What to put |
|---|---|---|
| Project Group | The code | CUST, INT. Required, and must not already exist |
| Name | What the group is | Customer projects. Required |
| Project Model | How projects of the group are priced | Pick from the list, for example time and material or fixed price. Nothing reads it: it does not change how a project is billed |
How to configure it
Make one group per kind of project the company reports on separately.
Scenarios
- Management wants customer jobs and internal jobs apart. Two groups, Customer and Internal. Every project names one.
What it is connected to
- Project names its group.
- Project lists and reports show the group beside each project.
- Set up a new company - where this screen fits in the setup order.
If something looks wrong
- The save is refused on the code. The code is missing or already used.