Projects

Application address: /projects · Product baseline: 0.4.0

Reference status

Screen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.

Open this screen

Use OSERP navigation to find Projects, or open /projects on your OSERP application after signing in. Confirm the active company before reading or changing records.

Menu access: projects:read

Menu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.

Fields and input controls

Limits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read how field limits work. Labels may differ with language and configuration.

Cost, revenue and structure per job — the WBS is the cost object

Property	Reference
Reference key	cost-revenue-and-structure-per-job-the-wbs-is-the-cost-object
Location	Screen / contextual panel
Input control	search
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Placeholder	Search code, name, manager or type…
Editing	No disabled/read-only condition declared directly on this control.

Code

Property	Reference
Reference key	code
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

e.g. P-2026-001

Property	Reference
Reference key	code
Location	Screen / contextual panel
Input control	input
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Placeholder	e.g. P-2026-001
Editing	No disabled/read-only condition declared directly on this control.

Name

Property	Reference
Reference key	name
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Type

Property	Reference
Reference key	type
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Manager

Property	Reference
Reference key	manager
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Manager name (not a user)

Property	Reference
Reference key	manager-name-not-a-user
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Name of the site agent or lead

Property	Reference
Reference key	managerName
Location	Screen / contextual panel
Input control	input
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Placeholder	Name of the site agent or lead
Editing	No disabled/read-only condition declared directly on this control.

Contract value

Property	Reference
Reference key	contract-value
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Start date

Property	Reference
Reference key	start-date
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

End date

Property	Reference
Reference key	end-date
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Remarks

Property	Reference
Reference key	remarks
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Scope, client reference, anything worth keeping

Property	Reference
Reference key	remarks
Location	Screen / contextual panel
Input control	textarea
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Placeholder	Scope, client reference, anything worth keeping
Editing	No disabled/read-only condition declared directly on this control.

Name of the site agent or lead

Property	Reference
Reference key	name-of-the-site-agent-or-lead
Location	Screen / contextual panel
Input control	input
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Placeholder	Name of the site agent or lead
Editing	No disabled/read-only condition declared directly on this control.

Scope, client reference, anything worth keeping

Property	Reference
Reference key	scope-client-reference-anything-worth-keeping
Location	Screen / contextual panel
Input control	input
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Placeholder	Scope, client reference, anything worth keeping
Editing	No disabled/read-only condition declared directly on this control.

Amount

Property	Reference
Reference key	amount
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Note

Property	Reference
Reference key	note
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Original budget, or why it is being revised

Property	Reference
Reference key	original-budget-or-why-it-is-being-revised
Location	Screen / contextual panel
Input control	input
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Placeholder	Original budget, or why it is being revised
Editing	No disabled/read-only condition declared directly on this control.

Settles to

Property	Reference
Reference key	settles-to
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Share

Property	Reference
Reference key	share
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Documents

Property	Reference
Reference key	documents
Location	Screen / contextual panel
Input control	select
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Declared choices: Everything · Awaiting review. Choices loaded from records or configuration are not enumerated here.

Client sees

Property	Reference
Reference key	client-sees
Location	Screen / contextual panel
Input control	checkbox
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Interface explanation	Tick to show this document to the client in their project portal.
Editing	Depends on screen state; switch to edit mode where offered and check permissions.

File

Property	Reference
Reference key	file
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

What is it?

Property	Reference
Reference key	what-is-it
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Title

Property	Reference
Reference key	title
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Against

Property	Reference
Reference key	against
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Revision

Property	Reference
Reference key	revision
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Rev A

Property	Reference
Reference key	revision
Location	Screen / contextual panel
Input control	input
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Placeholder	Rev A
Editing	No disabled/read-only condition declared directly on this control.

Replaces

Property	Reference
Reference key	replaces
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Method

Property	Reference
Reference key	method
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Forecast cost at completion

Property	Reference
Reference key	forecast-cost-at-completion
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

What the whole job will cost

Property	Reference
Reference key	what-the-whole-job-will-cost
Location	Screen / contextual panel
Input control	input
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Placeholder	What the whole job will cost
Editing	No disabled/read-only condition declared directly on this control.

Complete

Property	Reference
Reference key	complete
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Reading date

Property	Reference
Reference key	reading-date
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

e.g. Month 3 valuation

Property	Reference
Reference key	e-g-month-3-valuation
Location	Screen / contextual panel
Input control	input
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Placeholder	e.g. Month 3 valuation
Editing	No disabled/read-only condition declared directly on this control.

Working week

Property	Reference
Reference key	workWeek
Location	Screen / contextual panel
Input control	checkbox
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	Depends on screen state; switch to edit mode where offered and check permissions.

Predecessor

Property	Reference
Reference key	predecessor
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Successor

Property	Reference
Reference key	successor
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Lag (days)

Property	Reference
Reference key	lag-days
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Find employee

Property	Reference
Reference key	find-employee
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Search employees

Property	Reference
Reference key	search-employees
Location	Screen / contextual panel
Input control	input
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Placeholder	Search employees
Editing	No disabled/read-only condition declared directly on this control.

Person

Property	Reference
Reference key	person
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Role

Property	Reference
Reference key	role
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Cost / hour

Property	Reference
Reference key	cost-hour
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Bill / hour

Property	Reference
Reference key	bill-hour
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Allocation %

Property	Reference
Reference key	allocation
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

From

Property	Reference
Reference key	from
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

To

Property	Reference
Reference key	to
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Up to

Property	Reference
Reference key	up-to
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Kind

Property	Reference
Reference key	kind
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Description

Property	Reference
Reference key	description
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

% of contract

Property	Reference
Reference key	of-contract
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Task

Property	Reference
Reference key	task
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Retention %

Property	Reference
Reference key	retention
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Tax %

Property	Reference
Reference key	tax
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Due

Property	Reference
Reference key	due
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Owner

Property	Reference
Reference key	owner
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Reason

Property	Reference
Reference key	reason
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Price impact

Property	Reference
Reference key	price-impact
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Cost impact

Property	Reference
Reference key	cost-impact
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Days impact

Property	Reference
Reference key	days-impact
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Note (required to reject)

Property	Reference
Reference key	note-required-to-reject
Location	Screen / contextual panel
Input control	input
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Placeholder	Note (required to reject)
Editing	No disabled/read-only condition declared directly on this control.

Probability (1-5)

Property	Reference
Reference key	probability-1-5
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Impact (1-5)

Property	Reference
Reference key	impact-1-5
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Status

Property	Reference
Reference key	status
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Response / mitigation

Property	Reference
Reference key	response-mitigation
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Status date

Property	Reference
Reference key	status-date
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Critical only

Property	Reference
Reference key	critical-only
Location	Screen / contextual panel
Input control	checkbox
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Baseline

Property	Reference
Reference key	baseline
Location	Screen / contextual panel
Input control	checkbox
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Links

Property	Reference
Reference key	links
Location	Screen / contextual panel
Input control	checkbox
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Email

Property	Reference
Reference key	email
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Mobile

Property	Reference
Reference key	mobile
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Access ends

Property	Reference
Reference key	access-ends
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

May

Property	Reference
Reference key	may
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Property	Reference
Reference key	rights
Location	Screen / contextual panel
Input control	checkbox
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Headline

Property	Reference
Reference key	headline
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Stage

Property	Reference
Reference key	stage
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Progress %

Property	Reference
Reference key	progress
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

As of

Property	Reference
Reference key	as-of
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

What happened

Property	Reference
Reference key	what-happened
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Photos :

Property	Reference
Reference key	photos
Location	Screen / contextual panel
Input control	file
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

What

Property	Reference
Reference key	what
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Which

Property	Reference
Reference key	which
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Answer by

Property	Reference
Reference key	answer-by
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Message to the client

Property	Reference
Reference key	message-to-the-client
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Message

Property	Reference
Reference key	message
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Email the client

Property	Reference
Reference key	email-the-client
Location	Screen / contextual panel
Input control	checkbox
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Note to the supplier

Property	Reference
Reference key	note-to-the-supplier
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Bill date (blank is today)

Property	Reference
Reference key	bill-date-blank-is-today
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Reference

Property	Reference
Reference key	reference
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Expires

Property	Reference
Reference key	expires
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

PDF or photo, up to 10 MB

Property	Reference
Reference key	pdf-or-photo-up-to-10-mb
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Valid until

Property	Reference
Reference key	valid-until
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Introduction

Property	Reference
Reference key	introduction
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Terms and conditions

Property	Reference
Reference key	terms-and-conditions
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Accepted by

Property	Reference
Reference key	accepted-by
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

How (e.g. signed copy received, filed under Contracts)

Property	Reference
Reference key	how-e-g-signed-copy-received-filed-under-contracts
Location	Screen / contextual panel
Input control	Field
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Why is it being cancelled?

Property	Reference
Reference key	why-is-it-being-cancelled
Location	Screen / contextual panel
Input control	input
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Placeholder	Why is it being cancelled?
Editing	No disabled/read-only condition declared directly on this control.

Find a step

Property	Reference
Reference key	find-a-step
Location	Screen / contextual panel
Input control	search
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Placeholder	Find a step
Editing	No disabled/read-only condition declared directly on this control.

1

Property	Reference
Reference key	1
Location	Screen / contextual panel
Input control	number
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Minimum	0
Maximum	3650
Placeholder	1
Editing	Depends on screen state; switch to edit mode where offered and check permissions.

Sign-off

Property	Reference
Reference key	sign-off
Location	Screen / contextual panel
Input control	checkbox
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	Depends on screen state; switch to edit mode where offered and check permissions.

Billable

Property	Reference
Reference key	billable
Location	Screen / contextual panel
Input control	checkbox
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	Depends on screen state; switch to edit mode where offered and check permissions.

Add under

Property	Reference
Reference key	add-under
Location	Screen / contextual panel
Input control	radio
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Replace the current plan

Property	Reference
Reference key	replace-the-current-plan
Location	Screen / contextual panel
Input control	radio
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Put the phases in order (each starts when the one before it finishes), with each sign-off after its steps

Property	Reference
Reference key	put-the-phases-in-order-each-starts-when-the-one-before-it-finishes-with-each-sign-off-after-its-steps
Location	Screen / contextual panel
Input control	checkbox
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	No disabled/read-only condition declared directly on this control.

Also add a billing line for each sign-off that earns a share of the fee ( )

Property	Reference
Reference key	also-add-a-billing-line-for-each-sign-off-that-earns-a-share-of-the-fee
Location	Screen / contextual panel
Input control	checkbox
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Editing	Depends on screen state; switch to edit mode where offered and check permissions.

Discovery Stakeholder interviews [5d] Current-state report [m] Recommendations Final report [4d] [b]

Property	Reference
Reference key	discovery-stakeholder-interviews-5d-current-state-report-m-recommendations-final-report-4d-b
Location	Screen / contextual panel
Input control	textarea
Required in interface	not declared on control
Maximum characters	Not explicitly declared on this control
Placeholder	Discovery Stakeholder interviews [5d] Current-state report [m] Recommendations Final report [4d] [b]
Editing	No disabled/read-only condition declared directly on this control.

Named actions

These are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.

• Open
• Seed project types
• Projects
• Refresh
• • New Project
• Cancel
• Create
• Move to
• Add budget
• v ✕
• Save
• Settle this period
• Settles to
• Reverse
• ✕
• • Add receiver
• File a document
• Accept
• Reject
• Look at it
• Remove
• Close
• File it
• Record progress
• Recognise this period
• Set baseline
• Add dependency
• Add to team
• Preview
• Post labour cost
• Add billing line
• Raise invoice
• Mark ready
• Back to plan
• Add
• Submit
• Back to draft
• Approve
• Edit
• <
• >
• Expand all
• Collapse all
• Today
• Send invitation
• Copy link
• Withdraw
• New update
• Add photos
• Save draft
• Publish and email the client
• Delete draft
• Send to the client
• Send
• Certify
• File a paper
• Cancel invitation
• Invite
• Add line
• Add instalment
• Issue to the client
• Apply to the billing plan
• Record acceptance
• Industry packs
• Apply
• Start
• Cancel it
• Templates
• Paste outline
• • Phase
• • Task
• • Sub-task
• Indent
• Outdent
• Up
• Down
• Duplicate
• Delete
• Undo
• Redo
• Use a template Suggested for this project
• Paste an outline .
• Start with a phase Enter · Tab · Shift+Tab
• Sub-task
• Add to the plan

Help text and messages

The following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.

• No projects yet. Click + New Project.
• Pick a user, or name someone who has no login — a site agent or subcontractor lead.
• What this project files, named the way this kind of work names it. Some of these are records; the ones marked for approval are waiting on somebody.
• Tick to show this document to the client in their project portal.
• A project collects cost while the work happens. Settlement moves it to where it finally belongs — a capital job onto the balance sheet, a billable job to cost of sales. What moves is whatever is still sitting on the account, so a second run in the same period has nothing to do.
• Leave this alone and the project type decides. Set it to split one task across more than one receiver — the shares must add to 100%.
• Cost to cost reads the spend already on the job and divides it by your forecast of the total — so the only figure you type is the forecast. Raise the forecast and progress falls, which is the point.
• Revenue is earned by progress, not by invoicing. This posts the difference between what progress says you have earned and what is already credited to revenue on this job — so invoices raised in the meantime are not counted twice.
• Available is budget minus what is spent minus what is already ordered. A budget set on a phase controls everything under it — the tightest one binds.
• Original budget, or why it is being revised
• Each entry is a movement, not a replacement — the original and every later revision add up, so the trail survives.
• Only a released project accepts cost. A closed one accepts nothing — which is what stops a finished job absorbing next year’s spend.
• The work plan: phases, the steps inside them, and the sign-offs the customer approves. Only a step at the bottom of a branch collects cost; anything with steps under it becomes a summary automatically.
• Durations are working days on the project calendar. A summary spans its tasks; set durations and dependencies on the tasks and the dates follow.
• Moves approved time at each person's cost rate onto the project: Dr Project Labour Cost, Cr Labour Cost Absorbed. Payroll total is unchanged; where it is reported moves.
• Each line raises a sales document tagged to the project. It then goes through the ordinary sales flow: approvals, tax and the journal.
• Approval moves the contract value, adds the cost impact as a budget supplement and extends the contract end date. Nothing else changes the price.
• Earned value = budget of the work done (budget x % complete). CPI below 1 means the work is costing more than planned; SPI below 1 means it is behind.
• A task with no owner of its own is owned by the level above it, and in the end by the project manager.
• Drag a bar to move a task, or its right end to change the duration.
• Invite people on the client side. They follow progress and open the documents marked "Client sees" on the Documents tab. Nothing about cost, budget or margin is ever shown to them.
• What the client reads on their project page. The progress figure is what you tell them, not the cost-based figure on Progress & revenue.
• A milestone the client approves becomes ready to invoice. A variation the client was asked about can only be approved on the Changes tab once the client has said yes; its approval is confirmed with an emailed code.
• Suppliers appear here once they have a purchase order or bill on this project. Invite their people to the supplier portal: they see only their own orders, bills and payments, never the client's contract or the project budget.
• Write why the claim is rejected: the supplier reads it.
• Scope, exclusions, terms and the payment schedule, as the client will read and accept them. Issuing freezes a revision; corrections are a new revision. Wording from an industry pack is a starting point: price it, review it, and have it checked before issuing.
• Excluded work is listed for clarity and is not in the total. Optional items are priced but not in the total.
• Each pack adds the project types a trade uses, with their document wording, suggested work plans and an agreement to start from. Only what is missing is added; nothing you have set is changed. Agreement wording is a starting point: review it, and have it checked, before you issue it to a client.
• Standard workflows start by themselves when a deal is created, reaches a stage, is won or lost, when a project is created, goes live or closes, and when a marketing post is written, approved, published or fails. Start one by hand here for anything else.
• Start from a plan made for this kind of job, paste an outline you already have, or build it step by step.
• One step per line. Indent with a tab or two spaces, or number them (2.1, 2.1.3). End a line with [5d] for its length, [m] for a sign-off, [b] for billable.

Verification still required

Business purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.

See the operating manual, coverage register, and troubleshooting guide.