Field reference
Project
How to use Project in Projects & Tasks: access, working steps, fields, related records and troubleshooting.
Purpose and access
Create a project, define tasks and responsibilities, and set dates and dependencies. Record progress, time and linked commercial activity. Review the project filters when comparing delivery status and financial results.
This page is a record page in Project Management → Projects & Tasks. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Series, Project Name, Company.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Project from Project Management → Projects & Tasks, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Seriesnaming_series | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Project Nameproject_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Statusstatus | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Project Typeproject_type | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project Type |
% Complete Methodpercent_complete_method | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
From Templateproject_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project Template |
Prioritypriority | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Departmentdepartment | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Department |
Is Activeis_active | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
% Completedpercent_complete | Percent Optional | Enter the percentage expected by the calculation and verify the resulting amount. |
Expected Start Dateexpected_start_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Actual Start Date (via Timesheet)actual_start_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Actual Time in Hours (via Timesheet)actual_time | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Expected End Dateexpected_end_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Actual End Date (via Timesheet)actual_end_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Estimated Costestimated_costing | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total Costing Amount (via Timesheet)total_costing_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total Expense Claim (via Expense Claims)total_expense_claim | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total Purchase Cost (via Purchase Invoice)total_purchase_cost | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Total Sales Amount (via Sales Order)total_sales_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total Billable Amount (via Timesheet)total_billable_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total Billed Amount (via Sales Invoice)total_billed_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total Consumed Material Cost (via Stock Entry)total_consumed_material_cost | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Default Cost Centercost_center | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
Gross Margingross_margin | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Gross Margin %per_gross_margin | Percent Optional · Read-only | Enter the percentage expected by the calculation and verify the resulting amount. |
Collect Progresscollect_progress | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Holiday Listholiday_list | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Holiday List |
Frequency To Collect Progressfrequency | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
From Timefrom_time | Time Optional | Record the time in the format accepted by the field. |
To Timeto_time | Time Optional | Record the time in the format accepted by the field. |
First Emailfirst_email | Time Optional | Record the time in the format accepted by the field. |
Second Emailsecond_email | Time Optional | Record the time in the format accepted by the field. |
Daily Time to senddaily_time_to_send | Time Optional | Record the time in the format accepted by the field. |
Day to Sendday_to_send | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Weekly Time to sendweekly_time_to_send | Time Optional | Record the time in the format accepted by the field. |
Subjectsubject | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Messagemessage | Text Optional | Message will be sent to the users to get their status on the Project |
Customercustomer | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer |
Sales Ordersales_order | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Order |
Usersusers | Table Optional | Project will be accessible on the website to these users Linked record: Project User |
Notesnotes | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Child tables
Users — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Useruser | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Emailemail | Read Only Optional | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Full Namefull_name | Read Only Optional | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Welcome email sentwelcome_email_sent | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
View attachmentsview_attachments | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Hide timesheetshide_timesheets | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Project Statusproject_status | Text Optional | Provide the required record description or content. Keep operational instructions clear and applicable. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.