The Projects List in TamilAccounting ERP provides an overview of all ongoing and completed projects within your organization. This interface allows users to manage, edit, and track the status and financial details of each project. The Projects List is essential for keeping tabs on project progress, costs, and invoicing status, ensuring that all projects are on track and within budget.

Key Sections:

1. Search and Filter Options:

   • Search Name/Cost: Use this field to search for projects by name or cost. This feature helps in quickly locating specific projects within the list.
   • Status Filter: Filter projects based on their current status, such as "In Progress," "Completed," or "Pending." This allows you to focus on projects that require immediate attention.
   • Show Filter: This dropdown allows you to toggle the visibility of different types of projects, such as all projects, billable projects, or non-billable projects.

2. Project List Overview:

   • The list displays all projects with the following key details:
     • # (Project ID): The unique identifier for each project, helping to distinguish between different projects.
     • Project Name: The name of the project. Clicking on the project name typically allows you to view more detailed information or edit the project.
     • Customer: The name of the customer associated with the project. This helps in identifying which client the project is linked to.
     • Cost: The total estimated or actual cost of the project. This is crucial for budget tracking and financial management.
     • Start Date: The date when the project is scheduled to start. It helps in monitoring the project timeline.
     • End Date: The expected or actual completion date of the project. This is important for ensuring projects are completed on time.
     • Status: The current status of the project, such as "In Progress," "Completed," or "Billed." This field helps in tracking the progress and billing status of each project.

3. Actions:

   • Edit Icon: Clicking the pencil icon next to each project allows you to edit the project details. This is useful for updating information such as project scope, timelines, or financials.
   • Invoice Icon: The document icon next to a project indicates that the project can be invoiced. Clicking this icon allows you to create an invoice for the project, particularly if it is billable.
   • Delete Icon: The red "X" icon allows you to delete a project from the list. Be cautious when deleting projects, as this action is irreversible.

How to Use the Projects List:

1. Searching and Filtering Projects:

   • Use the search bar to find specific projects by entering relevant keywords, such as the project name or cost.
   • Apply filters to narrow down the list based on project status or other criteria. This helps in focusing on projects that need immediate attention or review.

2. Viewing and Editing Projects:

   • Click on the project name to view detailed information about the project. This may include tasks, milestones, and financial details.
   • Use the edit icon to update project details. This is useful for making changes to the project scope, timelines, or budget.

3. Invoicing Projects:

   • If a project is billable, use the invoice icon to generate an invoice. This is particularly important for projects that are billed based on progress or milestones.
   • Ensure that all billable tasks and milestones are completed before invoicing to avoid discrepancies.

4. Managing Project Status:

   • Regularly update the project status to reflect its current state. This helps in keeping the project list accurate and up-to-date.
   • Mark projects as "Completed" once they are finished to avoid cluttering the list with outdated projects.

5. Deleting Projects:

   • If a project is no longer needed or was created in error, use the delete icon to remove it from the list. Remember that this action cannot be undone, so proceed with caution.

Summary:

The Projects List is a central hub for managing all projects within TamilAccounting ERP. It provides a clear overview of each project’s status, costs, and key details, ensuring that projects are managed efficiently and completed on time. By using the search, filter, and action options, you can keep your project management process organized and streamlined.