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Project Rule

Project Rule keeps, for one project and one real-estate unit, a list of items with their quantity, unit and bill of material.

Where
Project Accounting › Setup › Project Rule
Who uses it
The project manager
When
When the company wants such a list kept
Needs first
Project; a real-estate unit

What it is for​

The screen stores what is typed. Nothing else reads it: no estimation, contract, issue or bill takes its lines from here. One rule per project.

Every field in plain words​

FieldWhat it meansWhat to put
ProjectThe projectRequired. One rule per project
Realestate UnitThe real-estate unit the list is forRequired. See Real Estate Unit

Lines​

ColumnWhat it means
Item NoThe item. Required
QuantityHow many
UnitThe unit. Required
BOMA bill of material for the item

How to configure it​

Nothing to configure.

Scenarios​

  • A developer wants the finishing items of each unit listed against the project. Make one rule per project and unit. It is a record only.

What it is connected to​

If something looks wrong​

  • The save is refused on the project. A rule already exists for that project. Open it instead.