Overview

The Project View page provides a comprehensive summary of all the key details and progress related to a specific project within the system. This view is essential for tracking the status, expenses, tasks, and other project-related activities.

Details in Project View

1. Header Section:

   • Tasks: Displays the total number of tasks associated with the project (e.g., 16 tasks).
   • Expenses: The total expenses incurred for the project (e.g., 1,190.000).
   • Items & Services: The total number of items and services related to the project (e.g., 0).
   • Cost: The total cost allocated to the project (e.g., 153,333.000).
   • Completion Status: A progress bar indicating the percentage completion of the project (e.g., 100% Complete).

2. Project Overview:

   • Project Code: The unique identifier for the project (e.g., PRO001).
   • Project Name: The name of the project (e.g., TamilAccounting Development and Testing).
   • Status: The current status of the project (e.g., Complete).
   • Start Date: The date when the project started (e.g., 04/09/2021).
   • Deadline: The expected completion date for the project (e.g., 04/10/2021).
   • Description: A brief description of the project (e.g., This is a main project, which we are working to update and enhance our TamilAccounting System).

3. Project Details:

   • Customer Name: The name of the customer associated with the project (e.g., TamilAccounting Demo).
   • Project Bill Type: The billing type for the project (e.g., Fixed).
   • Fixed Budget: The total fixed budget allocated for the project (e.g., 153,333.000).
   • Tax Type: The tax type applicable to the project (e.g., GST 5%).
   • Type: The type of project or service provided (e.g., Purchased).
   • Unit: The unit of measure for the project (e.g., Each).

4. GL Details:

   • Sales Account: The general ledger account for sales related to the project (e.g., 4010 - Sales).
   • Inventory Account: The general ledger account for inventory related to the project (e.g., 1510 - Inventory).
   • C.O.G.S. Account: The general ledger account for the cost of goods sold (e.g., 5010 - Cost of Goods Sold - Retail).
   • Inventory Adjustments Account: The general ledger account for inventory adjustments (e.g., 5040 - Purchase price Variance).

5. Tabs for Additional Information:

   • Tasks: A tab to view and manage all tasks related to the project.
   • Activity: Track the activity log for the project.
   • Expenses: Manage and view all expenses incurred for the project.
   • Reimbursements: Track any reimbursements related to the project.
   • Files: Upload and manage files associated with the project.
   • Comments: Add and view comments related to the project.
   • Invoices: Manage and view invoices generated for the project.

6. Actions:

   • Edit: Make changes to the project details.
   • Invoice: Generate or view invoices related to the project.
   • Unpin: Unpin the project from the main dashboard or list.

This documentation outlines the features and functionalities available in the Project View, making it easier to track and manage all aspects of a project within the system.