Project Management

Project Management in PrismERP allows users to manage project information, planning, budgets, BOQ, inventory, and related transactions. Users can create projects, group them according to their requirements, maintain customer and location details, and define project duration and amount. They can also link projects to transactions such as purchase orders, sales orders, fund requisitions, and vouchers. The Project Details page provides access to related records, including invoices, deliveries, expenses, income statements, inventory, and services.

Add Project Group

Field	Action
Name	Enter the name of the project group.
Code	Enter a unique code for the project group.
Description	Enter a brief description of the project group.

Project Group List

After adding a project group, it appears in the Project Group List. Users can search and filter project groups and edit their information when updates are required.

Add New Project

Field	Action
Name	Enter the name of the project.
Project Group	Select the project group associated with the project.
Customer	Select the customer associated with the project.
Amount	Enter the project amount.
Code	Enter a unique code for the project.
Start Date	Select the project start date.
End Date	Select the project end date.
Branch	Select the branch associated with the project.
Longitude	Enter the longitude of the project location.
Latitude	Enter the latitude of the project location.
Description	Enter a brief description of the project.
Country	Select the country of the project location.
Division	Select the division of the project location.
City	Select the city of the project location.
Thana	Select the thana of the project location.

Project List

After adding a project, it appears in the Project List. Users can search and filter projects to find the required record. They can also activate or deactivate a project directly from the list.

By selecting a project name, users can open the Project Details page to view its information. The page also provides access to project-related sections such as Customers, Invoices, Deliveries, Vouchers, Expenses, Income Statement, Inventory, RWO, and Services.

Project Planning

Project Planning is used to define goals for a project or related activities. Users can enter a goal title, select the branch and source, add a description, and specify which departments are permitted to access or work with the goal.

Field	Action
Title	Enter the title of the goal.
Branch	Select the branch associated with the goal.
Source	Select the project or other source related to the goal.
Description	Enter a brief description of the goal.
Permitted Departments	Select the departments permitted to access or work with the goal.