The project business on Product Documentation

Infobox in the project map

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Details

There is also an info box on the right side of the project map. In the Details tab, you will find business information about the selected project. These include, for example, budget costs and actual costs. The project number is also indicated.

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Attachments

In the attachments, you can attach documents such as receipts, provide links or pin notes.

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Infobox in the project overview

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Details

In the Details tab in the project list, you will find information about cumulative project data. These are generated from the WIP/revenue recognition area in the projects. At the bottom, the project statistics are displayed in a diagram.

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Attachments

In the Attachments tab of the infobox you will find additional functions.

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On the one hand, important documents for the project (construction drawings, etc.) can be stored in table structure under “Attachments”. Under Notes, you can document additional annotations about projects.

Payment plan

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The payment plan is a variant to control payment flows. Payment plans are stored directly with the project, customers or vendors. In the BE-terna Project setup, a [Standard Payment Plan](/BE%2Dterna-Project-Documentation/Setup-and-Extension/BE%2Dterna-Project-Setup/Master Data) can also be defined. The function of the same name can be found in the navigation menu at Start in the project map. A list of the payment plans stored in each case opens, where existing payment plans can be selected, edited or new payment plans can be stored.

Project List

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Project List

The project list provides an overview of all projects in a client.

Directly above the list is the ribbon with various functions.

Clicking on the project number opens the project card in edit mode.

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Infoboxes

To the right of the project list are the infoboxes, which show different data depending on the type of infobox. The info box shows more details about the marked project. They can be hidden again via the “i” button above the infobox.

Project Map

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Project Map

The project card represents the central administration interface of all receipts, documents, processes and tasks for a specific construction project.

By clicking on a project number within the project list, the corresponding project card can be opened.

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Functions/Actions

The following actions are available on this map:

Start

Field	Explanation
Payment plan	Opens the project’s payment schedules.
Copy project tasks from…	Opens an editor for copying project tasks from another project into the current one.
Copy project tasks to…	Opens an editor for copying project tasks and moving them to a selected target project.
Create warehouse pick	Creates a warehouse pick for the project items based on project planning lines.
Create pick	Creates warehouse pick documents for the related project planning lines.
Statistics	Opens project-specific statistics.

Prices and Discounts

Statistics and Project Controlling

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Project Statistics

To view an evaluation for a project, go to Start on Statistics in the project map.

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The project statistics display purchase and sales values as well as contribution margins with the respective price shares in the Target, Measurement, and Actual columns.
In order for the receipts to be recorded in the target, the tick must be ticked Budget-effective. Orders are automatically budget-effective.