Project Update
How to use Project Update 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.
Before you start
Prepare the required information: Project.
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 Update 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.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
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 |
|---|---|---|
Projectproject | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project |
Sentsent | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Datedate | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Timetime | Time Optional · Read-only | Record the time in the format accepted by the field. |
Usersusers | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Project User |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project Update |
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.