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This text refers to program version 8.5  

Operations Menu - Projects - Project Info

This page describes the 'Project Info' function on the Operations menu in the Project browse and record windows. If you are using iOS or Android, the 'Project Info' function is on the Tools menu (with 'wrench' icon).

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The 'Project Info' command prints a report to screen summarising all aspects of the Project currently open in a record window or of the first Project highlighted in the 'Projects: Browse' window. If you are using iOS or Android, you can highlight a Project in the browse window by searching for it.

The most basic version of the Project Info report will contain a single section that displays a Project Status report, produced using the Overview and Invd. and Invb./Budget options.

You can have much more information shown in the report. For example, you will be able to specify that the Project Status report will be produced using different options, and you will also be able to add more sections that display the Project Invoicing report, Down Payment information, Retention information, and the Quotations, Invoices and Activities that are connected to a Project. To have this extra information shown in the report, create a record for yourself in the Info in Project Info Report setting in the Job Costing module. As you can create separate records in this setting for each user, you can control how much of this additional information will be shown to different users. You can effectively give each user a different report definition. Please refer to the description of the Info in Project Info Report setting here for full details.

If you have selected the Include Project Invoicing option in your record in the Info in Project Info Report setting, the Project Info report will include a [Create Project Invoices] text link, as illustrated above. This will allow you to create Invoices for a Project while viewing it. Otherwise you will only be able to create Invoices for a Project using the 'Create Project Invoices' Maintenance function or when viewing a Project Budget.

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The Project register in Standard ERP:

• Introduction
  

• Entering a Project
  

• Projects and the Resource Planner
  

• Operations Menu, including:
  
  • Project Info
    

  • Search for Project
    

  • Project Status
    

  • Open Project Budget
    

  • Open Project Schedule
  
  
• Create Menu

Go back to:

• Home page for Job Costing module manual
  

• Home page for Standard ERP manual

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