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MANAGEMENT
Version 1.2
TABLE OF CONTENTS
Project Management for SAP Business One ............................................................................................. 4
1. Tracking prospective buyers: ............................................................................................................... 5
Resource Data:........................................................................................................................... 11
Pre-requisites: ........................................................................................................................... 11
Task Details:............................................................................................................................... 12
Project Details:........................................................................................................................... 14
6. Reports:............................................................................................................................................. 18
Project Costing (Cost of Each Task with Tasks Start Date and End Date) ..................................... 19
Project Status............................................................................................................................. 19
8. Maintenance: .................................................................................................................................... 23
Keep track of follow-up and action items on the complaints till they are resolved. ..................... 24
2. Sales Process:
3. Land Acquisition
Set-up activities
User can define various activities related to Land Acquisition in Project Planner with
various details like General Data, Resource Details, Prerequisites, Attachments and
actual task details to calculate the cost and expenses for land acquisition process.
Activity Definition
4. Pre-Development Activities:
User can define task for Pre-development activities like above screen shot with Reminder, resource
details, prerequisites, attachments and actual task details.
Resource Data:
Allocate roles & responsibilities to specific department staff
Pre-requisites:
A specific tasks can be dependent on the other task.
Task Details:
User can enter actual time spent for the task to calculate actual cost of the task.
This will be used to track projected Vs. actual time.
5. Project Execution:
Resource Master:
User can define resources whether it be items, labour, consultancy fees or any other
non-inventory items along with their costs.
Project Details:
While defining new project, the basic information required will be the Project Name,
Customer Code (For own Projects Internal Customer will be selected), Start & End
Date and the time. The user defined here becomes the project owner.
6. Reports:
Resources Planning
Project Costing (Cost of Each Task with Tasks Start Date and End Date)
Project Status
Other various Reports like Project Timesheet , Costing Sheet (Multi dimensional), Resource
Allocation and availability etc. reports are available with the add-on.
7. Purchase Scenarios
Link Project
8. Maintenance:
The contractual obligations may include providing maintenance service after the handing over the
property to the customer. The customer complaints can be tracked:
Keep track of follow-up and action items on the complaints till they are
resolved.