View a project

Different views and reports are available for viewing projects.

To view a project:

1. Go to: Projects / Project / Project.
2. Open the project properties.
3. Go to the tab: General.

   In this tab you see the general project data and, if applicable, the project profile that is linked to this project.

4. Go to the tab: Date/delivery.

   In this tab you see the Date created, Start date, Planned completion date and Actual completion date fields.

   The Completed check box is selected if the project has been completed. In that case, you can no longer enter actual costing for this project. You can still create invoices for this project.

   Profit automatically selects the Completed check box, if you specify that the entire project must be reported ready when you report the work in progress ready. In that case, you can release the project again by deselecting the Completed check box on this tab.

5. Go to the tab: Invoicing.

   On this tab, you can set and view the data for the invoicing of the project.

6. Go to the tab: Phase.

   On this tab, you can view or add project phases.

7. View the Cost estimate, Actual costing, Revenue and Totals tabs if you want to view the project results.
8. Go to the tab: Cost estimate.

   This tab shows all lines that you have entered for the project from the cost estimate and the quotations.

   You can add, change or delete a new cost estimate directly from this view if you are authorised for these actions.

9. Go to the tab: Actual costing.

   This tab displays all entries for the project that have been entered in the actual costing via the time registration or via financial entries carried forward.

   If you are authorised to do so, you can open the associated actual costing line directly from within this view and change what has been entered using Actual Costing / Enter hours. The entry program only opens the actual costing line you double-clicked on. You can then only change this line (if it is allowed) and change the date and/or the project number (if this is allowed). You cannot add new lines.

10. Go to the tab: Revenue.

    This tab displays the lines of the project invoices and the revenue entries that have been carried forward from Profit Financial to the project.

11. Go to the tab: Obligation or Reservation if you have recorded an obligation or reservation for this project (using Contract management in Financial or the purchase process for the construction sector).
12. Go to the tab: Dossier.

    On this tab, you can view the project dossier and submit new dossier items.

13. Go to the tab: Image.

    On this tab, you can view or add the image for the project.

    If you want to see these images in the view then you must set the line height to 3 or 4. The view will not show the image by default because retrieving images causes delays.

14. Go to the tab: Purchase order lines.

    On this tab, you can view the purchase order lines for a project if you work with the integration of Projects and Order management.

15. Go to the tab: Quotation request.

    On this tab, you can view the quotation requests if you work with the integration of Projects and Order management. Double-click on the line to open the properties of the quotation request.

To view only your own projects:

An overview of all projects created is shown when opening the Projects / Project / Project function. Suppose you are the project manager and you only want to see the projects you are responsible for. You can achieve this as follows:

1. Go to: Projects / Project / Project.   
2. Click on: View.
3. Add a new view.
4. Select based on an existing view and the correct view.
5. Click on: Next. 
6. Enter a description (e.g. Projects per internal project manager).
7. Click on: Next. 
8. Add the User field to the data collection. You can find this field by selecting Project /General / Organisation /Links / User.
9. Click on: Next. 
10. Click on: Next. 
11. After the User field, add the following filter tag: [user]
12. Click on: Finish. 
13. The new view will be shown automatically. Only the projects for which the logged-on user is the project manager will be shown.