View project entries

You can view the entries for projects.

Projects contain multiple entries that originate from the various stages of a project line. An abbreviation under Source (or Type) tells you where the project entries originated. The abbreviations and the stages where they originate, are the following:

  • Cost estimate (‘VC’): if a line has been added to a cost estimate, a project entry of this type is displayed.
  • Actual costing line (‘NC’): a project entry of this type is displayed for an actual costing line.
  • Draft line (‘CO’): a project entry of this type is displayed for a draft line.
  • Financial entry/Project revenue (FI): this type of project entry appears if a project entry has been created in Financial (for example, via the Sales journal) and also if a line has been invoiced (project invoice/period invoice).
  • Reservation (‘RS’) & Obligation (‘VP’): If for the ledger account (Extra tab) the Carry project forward option has been set to Allowed or Mandatory, you can specify a project number in the reservation/obligation (if necessary, after modifying the entry layout). This is why the line is displayed in the project entries.
  • Line to be invoiced (‘TF’): if the line has been prepared for invoicing, an entry of this type is displayed.
  • Invoice line (FA): this type of project entry appears if a line has been invoiced (project invoice/instalment invoice).
  • Report completion of work in progress (‘OA’): if a WIP line has been reported complete, a project entry of this type is displayed.

Example:

You have added a cost estimate, which has been converted to an actual costing line. Next, you have invoiced this line and sent the invoice to the customer.

In this case, the project entries will display four lines:

  • A cost estimate has been created (line with ‘VC’ type).
  • The line has been converted to an actual costing line (line with ‘NC’ type).
  • This line is then prepared for invoicing (line with ‘TF’ type).
  • And the invoice is then sent to the customer (line with ‘FA’ type and a line with ‘FI’ type).

To view project entries:

  1. Go to: Projects / Project / Project entries.
  2. Complete the selection options if you do not want to see all project entries.
  3. Click on: Finish.

You now see the project entries that fall within your selection.

Pro_Projectmutaties raadplegen (10)

In Source, the first column, you see the abbreviation that indicates the project entry type.

Directly to

  1. Project results
  2. View project results
  3. View a project card
  4. To view the actual costing overview:
  5. View project entries