Project

Represents a business project or customer engagement.

The Project business object represents a business project or customer engagement. It provides a central place to track the project, manager, schedule, budget, status, tasks, and comments.

Description

Use the Project object to plan and manage business projects or customer engagements. It can assign a project manager, track start and due dates, maintain the project budget and status, organize related tasks, and support ongoing project discussion.

Included Fields

Project

  • Project Number
  • Project Name
  • Status
  • Project Manager

Schedule

  • Start Date
  • Due Date

Financial

  • Budget

Project Work

  • Tasks

Other

  • Comments

Common Uses

  • Project Management: Maintain a centralized record for business projects and customer engagements.
  • Project Scheduling: Track project start and due dates.
  • Ownership: Assign a project manager responsible for the project.
  • Budget Tracking: Maintain the planned budget for the project.
  • Task Management: Organize related tasks under the project.
  • Project Collaboration: Maintain ongoing discussion through comments.

Related Business Objects

Accounts

Finance

Documents

Included Features

  • Automatic Project Number generation
  • Project status tracking
  • Project manager assignment
  • Start date tracking
  • Due date tracking
  • Budget tracking
  • Task attachments
  • Discussion comments