Project Map

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.

Click to enlarge

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

Click to enlarge

Field	Explanation
Sales price lists	Opens an overview of project-specific sales price lists.
Sales prices	Opens sales price list lines.
Purchase price lists	Opens purchase price lists for the project.
Purchase prices	Opens purchase price list lines.
Sales discounts	Opens sales discount price list lines.
Purchase discounts	Opens purchase discount price list lines.

WIP

Click to enlarge

Field	Explanation
Calculate WIP…	Opens a window to create a report showing all documents for project tasks in progress.
Post WIP to G/L…	Runs a batch process that posts work-in-progress project tasks to their corresponding G/L accounts.
WIP entries	Shows entries for the project that are posted as work in progress.
WIP G/L entries	Shows the project’s work-in-progress G/L entries.

Project

Click to enlarge

Field	Explanation
Dimensions	Opens the list of dimensions assigned to the project.
Entries	Shows the history of transactions posted for the selected record, usually resource or item consumption.
Attachments	Attach a file (for example images or vouchers) to the project.
Notes	Opens an editable list of project-specific notes.
Project planning lines	Shows all planning lines for the project. This window is used to plan the use of items, resources, and cost or financial accounting entries.
Sales invoices/credit memos	Shows all sales invoices and sales credit memos related to the selected project.

Report

Click to enlarge

Field	Explanation
Project analysis	Opens a dialog for creating an overall project summary. Reports can be generated in different file formats via Send to…. The report includes key project metrics such as purchase and sales values as well as item and resource consumption.

Related

Project

Click to enlarge

Field	Explanation
Project task lines	Opens the list of project task lines with task descriptions and task numbers.
Online Map	Opens a browser tab showing the project-specific address on Microsoft Bing Maps.
Documents from legacy system…	Opens an editor to create documents from a legacy system.
Payment plans…	Opens the project’s payment schedules.
Surcharges/discounts…	Opens a list of project-specific surcharges and discounts.
Meilensteine	Opens a list of project-specific milestones.
Bonds	Opens project-specific bonds.
Miscellaneous	Contains a submenu with actions that are already available elsewhere in the action ribbon.

Capture

Click to enlarge

Field	Explanation
Journal	Opens the project journal used to post project tasks to financial accounting.

Purchasing and prices

Click to enlarge

Field	Explanation
Artikel	Shows a list of item purchase prices.

Planning

Click to enlarge

Field	Explanation
Resources per project	Shows the resources assigned to the project.
Resource groups per project	Shows the resource groups assigned to the project.

Warehouse

Click to enlarge

Field	Explanation
Put-away/pick/transfer lines	Opens the list of ongoing warehouse put-away, picking, and transfer lines.
Registered pick lines	Opens the project-specific list of registered warehouse pick lines.

History

Click to enlarge

Field	Explanation
Entries	Shows the history of transactions posted for the selected record.
Item entries	Shows item ledger entries for items consumed by the project.
Warehouse entries	Shows warehouse entries for items consumed by the project.

Reports

Click to enlarge

Field	Explanation
Construction diary	Opens an editor for creating the construction site diary.
Delivery slips	Opens the project’s delivery slips.
Project analysis	Opens a dialog for creating an overall project summary. Reports can be generated in different file formats via Send to…. The report includes key project metrics such as purchase and sales values as well as item and resource consumption.

Tabs

General

The General tab represents the project header. In this tab, the master data of the project is stored.

Click to enlarge

Field	Explanation
Nr.	Project number. It is usually assigned automatically from the configured number series. Manual assignment is possible if allowed by the number series setup. The project number uniquely identifies the project.
Description	Detailed description of the project.
Customer no.	Number of the customer who receives the products and is invoiced by default. Address and contact details are filled automatically afterwards.
Customer name	Name of the customer, auto-filled after selecting the customer number.
Address fields	Address, city, postal code, and country or region code.
Contact data	Contact number, (mobile) phone number, email address, and contact name.
Search term	Specifies an additional description for the order to support search operations.
External document no.	Specifies an external document number based on the numbering system used by the customer or vendor.
Your Reference	Specifies the customer’s reference. The contents of this field are printed on sales documents.
Responsible	Person in your company (short code) responsible for the project.
Responsible name	Person in your company (full name) responsible for the project.
Salesperson code	Salesperson code assigned to the project.
Seller Name	Captures the seller (advertised) on the project.
Responsibility center	Responsibility center. In multi-branch setups, a predefined code can be used to assign the responsible branch for this project.
Location code	Defines the default warehouse location used for this project via a predefined location code.
Customer price group	Customer price group.
Blocked	Blocks the project for posting and entry.
Modified on	Date of the latest change on the project card.
Alternative calculation template	Stores a calculation template that differs from the default template.
Project manager	User responsible for project management.

Project Receipts

In this tab, all documents of the respective project are stored. These can be the following documents: Draft, Quote, Order Confirmation, Maintenance Order, Down Payment Invoice, Partial Invoice, Invoice, Collective Invoice, Final Invoice, Partial Credit Statement, and Credit Note.

Click to enlarge

The following functions are available under Manage:

Field	Explanation
New	Opens the editor for creating a new project document.
View	Opens the project document in view mode.
Edit	Opens the project document in edit mode.
Delete	Deletes the project document.
Drucken	Opens the print settings dialog.
Versionen	Opens a list of available older versions of the document.

The following functions are available under All tasks:

Field	Explanation
Beleg kopieren	Opens an editor to copy the document to the current, a new, or another project.
Move document	Opens a list of projects to which the document can be moved.
Line tracking	Opens line tracking.
Project document comparison	In development.
Check out	Locks the document for other users until it is checked in again or checkout is undone. A new version is created during checkout.
Undo checkout	Reverts checkout. The checked-out version is discarded and the active version is restored.
Check in	Checks in the document so the checked-out version becomes active and can be edited by other users again.
Unlock	Manually unlocks a still-locked document so it can be edited. After that, the document may still need to be checked in.
Aufmaßerfassungsmatrix	Allows capturing measurements via a matrix.
Transfer to capacity planning	In development.
Zahlungsplan	Lets you store a payment schedule directly on the project or assign an existing one to a debtor.
Change budget relevance	Enables or disables budget relevance for the document so its amounts are included in planned statistics.
Update budget	Updates the budget when budget relevance is enabled on the document.
Delete budget	Deletes the stored budget.
Auftragsauswertung Soll/Ist Vergleich	Compares planned values with actual purchase and sales values and includes measured lines.
Project document statistics	Opens project statistics for the selected document.
Release	Releases the document or creates a new document.
Print	Selects available print options: delivery slip, document, or document variant.

Purchasing Exchange

Under the Purchase Exchange tab, you will find all documents that have been transferred to the Purchase Exchange. It is intended as an interface between the project document and the purchasing documents.

Project Purchasing Documents

Here you will find a list of all Orders assigned to the project.

Click to enlarge

Project invoices

All Invoice receipts in the project are listed here.

Click to enlarge

Delivery Orders

This tab lists all delivery orders for the project.

Click to enlarge

Project Posting Documents

In this tab, you will find a list of the project-relevant posting documents as well as the material withdrawal notes.

Click to enlarge

Project participants

List of all vendors, customers, contacts, and resources involved in the project. It is possible to enter participants who are not stored in the system as a contact or similar and should not be stored.

Click to enlarge

Booking

The Posting tab contains all the information that is important for accounting.

Click to enlarge

Field	Explanation
Status	Shows the current status of the project. The project status can be changed during processing. Closing calculations can be run for completed projects.
Project posting group	Specifies the posting group that links project transactions to the correct G/L accounts based on posting matrix setup.
WIP method	Specifies the method used to calculate the work-in-progress value for the project.
WIP posting method	Specifies how WIP posting is executed. Per project calculates WIP based on total WIP costs and sales value. Per project entry calculates WIP based on cumulative WIP cost and sales values.
Allow budget/billable lines	Specifies whether planning lines of type Budget and Billable can be added to the project.
Invoicing according to §13b	Specifies whether invoicing should follow German VAT rule §13b.

Invoice and shipping

In this tab, you enter the billing and shipping details as well as payment terms.

Click to enlarge

Field	Explanation
Bill-to	Specifies the customer to whom the sales invoice is sent. Standard (Customer): same as on the sales invoice. Different customer: customer defined in the fields below.
Payment terms code	Specifies a formula used to calculate due date, discount date, and discount amount.
Due days	Number of days until the invoice is due.
Discount days	Number of days during which a cash discount is granted.
Skonto %	Cash discount percentage.
Ship-to	Specifies the shipping address for products on the sales document. Standard (Sales address): same as the customer’s sales address. Alternative shipping address: a stored alternate customer address. Custom address: address defined in the fields below.
Code	Specifies the code of an alternate shipping address for the customer that is entered by default.
Name	Specifies the recipient name for products on the sales document.
Address	Specifies the shipping address for products on the sales document.
Adresse 2	Specifies additional address information.
City	Specifies the city for the customer on the sales document.
Post code	Specifies the postal code.
Contact	Specifies the contact person for the shipping address on the sales document.

Dates

Here you can set dates for the project.

Click to enlarge

Field	Explanation
Start date	Specifies the date on which the project actually starts.
End date	Specifies the date by which the project should be completed.
Creation date	Specifies the date when the project was created. This field is filled automatically when the project is created.

Foreign trade

In this tab, you can set settings for foreign trade.

Click to enlarge

Field	Explanation
Currency code	Specifies a currency code for the project. By default, the field is empty. If a foreign currency code is entered, planning and invoicing are done in that currency.
Language code	Specifies the language code.

WIP and Revenue Recognition

This tab provides an overview of the project’s WIP data.

Click to enlarge

Field	Explanation
WIP posting date	Specifies the posting date entered when the batch process “Calculate WIP Project” was last run.
Total WIP sales amount	Specifies the total WIP sales amount most recently calculated for the project.
Total WIP cost amount	Specifies the total WIP cost amount most recently calculated for the project.
Deferred sales amount	Specifies the declared sales amount most recently calculated for the project.
Deferred cost amount	Specifies the declared cost amount most recently calculated for the project.
Deferred contribution margin	Specifies the deactivated contribution margin for the project.
Deferred contribution margin %	Specifies the deactivated contribution margin percentage for the project.
Posting date of WIP to G/L	Specifies the posting date entered when the batch process “Post WIP to G/L Project” was last run.
Total WIP sales amount in G/L	Specifies the total WIP sales amount most recently posted for the project in financial accounting.
Total WIP cost amount in G/L	Specifies the total WIP cost amount most recently posted for the project in financial accounting.
Deferred sales amount in G/L	Specifies the total declared sales amount most recently posted for the project in financial accounting.
Deferred cost amount in G/L	Specifies the total deactivated cost amount most recently posted for the project in financial accounting.
Deferred contribution margin in G/L	Specifies the contribution margin realized for this project in financial accounting.
Deferred contribution margin (financial accounting) %	Specifies the contribution margin percentage realized for this project in financial accounting.