Project management workspace

Project management workspace

Project management is the area where you follow a project's bill of materials, ordering, stock, and delivery work. A bill of materials (BOM) is the product structure checked before PAMS permits direct order delivery. An MRQ is a material requisition record for a request title, receiving date, requested products, and additional requirements.

PAMS places this work in one connected project flow: BOMs and MRQs lead into purchasing and warehouse work, which continues through stock and delivery.

Before you start

Prerequisites

• Know which project work you need to locate: BOM preparation, purchasing, stock, completed work, or running and completed jobs.
• Have the project record's current stage in mind. The page changes its fields and actions by stage.
• Have the information needed for the record in front of you. The record can require a salesperson, product type, job title, client, vendor, or inquiry deadline depending on its stage.
• Expect the list columns and some record fields to follow your company's saved setup.

The project record can include configurable fields. The list columns follow the selected list layout, so work from the headers visible on your screen.

Find project work

Project-management work is grouped into lists by where the work is in the project flow. Use the list that matches the work you need to inspect rather than opening a record from an unrelated stage.

Steps

1. Open Projects Management from the application menu.
2. Select the tab that matches the work you need to inspect.

3. Select the project row to open its project-management record.
4. Select a linked number when you need the related record instead of the project record.

When In Purchasing is selected, use the available purchasing-list filters.

Result: The selected project-management list or related record opens. Orders and completed orders open the project-management record with the Comments view selected.

Read the project-management list

The project-management list is a work table: each row combines product and quantity information with the sales and project-management references needed to follow the work.

Steps

1. Read Product to identify the product on the row.
2. Read Description to distinguish the row's product details.
3. Read the product amount shown on the row.
4. Read the sales reference column to identify the related sales item.
5. Read PM responsible to identify the project-management person responsible.
6. Read Odoo order no. to identify the connected Odoo order number when one is shown.
7. Select the toolbar command that matches what you need.

The list shown here includes product, description, sales-reference, responsibility, and order-number columns. The columns shown in your list follow the selected layout, so use the headers visible on your screen when reading a row.

Result: The project-management rows and their visible references are on screen, with the list toolbar available above them.

Open and orient a project record

A project record brings the project's stage, responsibility, product information, dates, and item details together so you can follow the work beyond the list.

Steps

1. Select a project row from the project-management list.
2. Read Status to identify the record's current status.
3. Read Branch to identify the branch associated with the record.
4. Read Salesperson Responsible to identify the responsible salesperson.
5. Read Product Type to identify the product type.
6. Read Job Title to identify the job's title.
7. Read End User when the field is shown.
8. Read Estimated Value when the field is shown.
9. Read File Number when the field is shown.
10. Read Expected Order Date when the field is shown.
11. Read Client and Vendor, together with the inquiry due-date field, when the record is an inquiry.
12. Read the item grid's available description, unit, and quantity values.
13. In the stage controls row, select the control for the action you need.

When Save or Delete appears on the record, use the dedicated record pages for detailed saving, conversion, delivery, or deletion instructions.

Result: The project record is open, its current stage is visible, and the fields and item columns available at that stage are on screen.

Handle stage and setup differences

The project record changes what you see as the work moves through its stages. Status has three stage-dependent placements: potential through cancelled potential, later offer stages, and later order stages. Salesperson Responsible is required for a new record or when no salesperson is assigned. Estimated Value appears while the job is at potential or earlier, and Expected Order Date appears before Order except for unknown and -1 stages.

Inquiry information such as Client and Vendor, together with the inquiry due-date field, appears for opened inquiries and the specified potential-to-cancelled-potential ranges. End User, Estimated Value, and File Number can be configurable fields, so their required behavior follows company configuration.

Steps

1. Select Status.
2. Choose an option from the list beneath the field.
3. Select Product Type.
4. Choose an option from the list beneath the field.

Result: The record displays the selected Status and Product Type.

The project record validates before save. A field with a required marker must be completed before the relevant save action can continue.

When the work does not proceed

Use the exact message on screen to decide whether to correct a field, complete a required item, or move to the page that owns an embedded panel.

The following messages belong to embedded pages rather than this workspace: Forbidden characters detected. Please remove them and try again., Error loading accounts, Error {{errorMsg}}, Please enter action for each milstone, Please save opened cost sheet first, There is a maximum discount that exceeds the negotiation margin., Error: Vendor not saved yet, Error: Client not saved yet, This Field Is Required, You already have a contact with this name, Just '_'‘-''.' And '&' Characters Accepted, Sales order is archived, Booked quantity for this job is greater than the required BOM quantity, You cannot edit or delete the product after the purchase package is created, Cannot be deleted. Product is in purchasing, You cannot edit the product after the PO is created, This product is already included in BOM, The first variant cannot be deleted, An error occurred while connecting to your CRM system., Please select one product, Package must have at least one item, You cannot save without adding at least one product, One of products has no quantity, Action not allowed, Check validation, No remaining items. All items have been selected, This action is only allowed if you belong to that branch, Please enter at least one email, Inquiry must have at least one item, Offer must have at least one item, Order must have at least one item, Please select one or more items to create a RFQ., Serial you have entered already exist and belong to same manufacturer, There is error in serial you have entered, Minimum: At least one serial, You don’t have permission, LG still needs confirmation, LG has one or more extensions or deductions and cannot be reverted to the requested stage, Please choose a date after the current expiry date, There is a pending increase you can edit, Required Receiving Date, Required Receiving After, Required Offer Type, Required Bid Due Date, One topic and at least one note is required, and There is no topic to print.

Out of scope on this workspace

The following message belongs to the purchasing details page rather than this workspace:

Create a shipping order

Use this procedure when you need to record selected items for shipment.

Prerequisites

• Have a sales job number and at least one item to ship.

Steps

1. Open Shipping Order from the Projects Management new-record menu.
2. Enter or select Sales Job Number.
3. Select the items in the item-selection dialog.
4. Select OK.
5. Select Save and Close.

Result:

The shipping order is saved in Requested shipments, and PAMS displays Your request was completed successfully.

Create an assembly order

Use this procedure when you need to record an assembly order and its products.

Prerequisites

• Have a warehouse, sales order, sales item, and at least one product.

Steps

1. Open Assembly Order from the Projects Management new-record menu.
2. Select the required warehouse, sales order, and sales item values.
3. Select Product on the unsaved order.
4. Select products in the Products popup.
5. Select OK.
6. Select Save and Close.

Result:

The assembly order is saved. If no product is selected, PAMS displays You cannot save without adding at least one product.

Continue the project flow

Project-management work continues through dedicated pages according to the work you need to do.

The project-management list links sales jobs, material requisitions, purchasing jobs, receipts, and inspections to their related records. Use those links when the next activity belongs to one of those records rather than the project-management record.