Projects

Project list, detail, costs, shipping, close, and packing list.

Projects lists sourcing and service jobs. The default filter is Active (not closed). Use the reconciliation filter for closed work or all rows.

Projects

There is no blank create. Projects come from a paid invoice. See Run the project.

List

  • Filter sourcing vs service, owner, and closed vs active
  • Sourcing rows can export a packing list
  • Open a row for full detail

Project detail

  • Header and commercial snapshot (many fields locked until close)
  • Product or service execution fields
  • Costs & Payments while open
  • Shipping tracker (sourcing)
  • Close Project (sourcing when delivered)
  • Notes
  • Project report after close
  • Packing list (sourcing)

If the project is delivered and not closed, a banner points you to Close. See Close the project.

Delete

Projects have no delete action.