A Project View is like a container that holds related Orders, Quotes and Invoices, making it easy to find, action and view all related processes for your particular project. From your Project View, you can create both Orders and Quotes, and can even create templates to streamline this process.
1. Select Project View from the ConSol menu
2. From the drop down, select Create Project View
3. Fill in the description and date details of the Project View including:
- Project View ID
- Project Name
- Purchase Order No - (optional)
- Project Start Date – defaults to today’s date., and can be altered to be in the past or future.
- Project End Date
- Project View Estimate - (optional) estimated total cost of the Project View.
Start and End dates limit the Service Period dates for Orders created within your Project.
4. You can select the general classification of work being conducted within your project from the Project View Work Type drop down list.
5. From the Work Req'd For drop down list, you can select the Workgroup managing this project. The Work Req'd For list is populated with Workgroups to which you belong.
6. From the Invoiced Entity drop down list, you can select the business unit to which your Project View belongs. This list is populated based on your Work Req'd For selection. (Some organisations have more than one Invoiced Entity.)
7. After the Project View details have been entered, you can choose to complete some of the fields to Define anOrder Template, which will apply to and pre populate all future Orders created within this Project View.
8. Once the Project View details are complete, click Save and Continue.
Fields marked with a * (red asterisk) are mandatory. Fields marked with a # (red hash) are for the Customer’s view only, and not seen by Suppliers./div>
After the Project View has been created, you can proceed to Create an Order within this Project View.