Skip to main content

Settings > General project management

Updated over 2 months ago

The data can also be changed via Organization > Master data β†’ Projects: Edit project settings.

image-20251103-103958.png

The settings are largely self-explanatory.

  • Determine whether the decision date is a mandatory field in the project.

  • You can also specify the end date of the project as a mandatory field.
    Specifying an end date does not result in the project being treated differently in selectors or similar.

  • The proposed default project name can be generated with or without a date.

image-20251103-104126.png

A cost dimension account is assigned when a project is created.

  • First determine which cost dimension is to be used for the projects. By default, this should be the "Projects" cost dimension.

  • You can determine the number range of the proposed dimension accounts(Start from) and the interval .

  • If you prohibit the removal of the dimension account, you can no longer remove a dimension account used in the project in cost accounting.

image-20251103-104218.png

The use of a project can be made mandatory in the individual sales process steps.

Did this answer your question?