Project configuration steps - Introduction

Functionalities to manage projects are mainly grouped in Projects menu. From there it is possible to access or create projects.

The project information to be managed are organized in thematic areas (corresponding to tabulators) as shown in the following image.

Project information overview.

As usual, mandatory information are highlighted with a red asterisk. These are mandatory to save a project however some other may be mandatory to change the status (Op. Status) of the project. The following table summarizes the mandatory information for specific operational statuses (Op. Status) and administrative statuses (Adm. Status).

Operational status	Mandatory information
"Provisory"	All the fields marked with a red asterisk in General.
"Active"	This status requires the same mandatory information of the "Provisory" status. Additionally it requires at least one resource to be added to the project.
"Suspended"	This status has no additional requirements other than those of the source status.
"Completed"	This status requires the administrative status (Adm. Status) to be either "Unbillable" or "Closed".

Administrative status	Mandatory information
"Unbillable"	No requirements.
"Billable"	This status requires an active sales contract to be added in (Sales Contracts).
"Closed"	This status requires that all the related sales contracts (in Sales Contracts) have Status "Closed".