Problem with the new project module

1

Hi,

Is there a way to add custom fields with the projects module?

Also remember to put a filter in the list of projects to display specific periods of transactions.

Thanks

2

Projects are merely identifiers attached to line items on transactions. They facilitate other existing features. In that way, a project is like a custom field itself.

3

There must be a way to add that.

4

I’m not sure what you are saying, @Abeiku. The list of projects is just a list of names. Transactions are reported elsewhere. The exception is the project summary. But what good would it do to exclude part of the project when determining profitability?

5

@Tut, The idea is to separate the project period with the fiscal year, because a project can start in the middle of one fiscal year and end in the middle of another fiscal year. with a simple filter, it can allow us to dissociate the transactions of a project to see the execution rate for example

6

For custom fields, we can add the project manager, the start and end date of the project, the donors, the project code, … and there we will have a complete project menu

7

You would have to perform this “separation” in whatever other reports you are generating. My point was that the project list is just a list of names. When drilling down to view a specific project, its profitability report is defined by the dates of transactions that include line items tagged with the project name.

I understood that. But that menu will have no accounting value or purpose in Manager. You might just as well keep that information elsewhere.

8

@Tut There is the need to capture project details, e.g, planned project period, customer, start date, end date, project manager, project reference number. I strongly believe it will be added.

1 Like
9

Custom Field Option must be Addded in Project Section

10

I also support the idea of implementation of custom fields for projects.

1 Like
11

Custom fields - very helpful, but as of today, “Project Name” is not exposed, or at least I can’t find it…same as “Division” …doesn’t belong to “custom” and does not show up in the line item of an Order/Invoice (Sales or Purchase) printed form.

Another observation…a “Project” is an organizational endeavor for change (from PMI). There is a strong need to issue Orders/Invoices by PROJECT, not by line item. Otherwise, billing to a client can run headlong into errors…did you pick up everything? Same for Purchases…

12

Projects and divisions appear when the context is appropriate. For example, if you select an account for a line item that can apply to a project the selection drop-down will appear. And the reason that you cannot select an entire invoice or other transaction for a project is that you could conceivably be buying or selling items to the same customer or from the same supplier that apply to different projects.