Project Record

This guide provides step-by-step instructions on how to navigate and use the Project Record feature on the NexWaveERP platform. It covers accessing projects, viewing cost details, collecting progress, changing views, adding projects, and more. If you want to effectively manage projects and track their progress, this guide will help you navigate the necessary features on the NexWave platform.

Step 1: Navigate to the Project Homepage

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Step 2: Click "Project"

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Step 3: Select a Project

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Step 4: Note all the references to project transactions

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Step 5: You can capture the Project Type, Start & End Dates and the method for…

You can capture the Project Type, Start & End Dates and the method for calculating Percentage Complete

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Step 6: You can also capture the Customer Details and any Sales Order Record…

You can also capture the Customer Details and any Sales Order Record associated with the Project

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Step 7: The Actual Start and End Dates are recorded once the project is initiated…

The Actual Start and End Dates are recorded once the project is initiated along with the hours booked to date

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Step 8: The Project Record will calculate the Costs and Revenue for the Project as a…

The Project Record will calculate the Costs and Revenue for the Project as a whole along with the expenses and billing amounts

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Step 9: You can also calculate the overall Project Margin

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Step 10: The Project Progress is also visible

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Step 11: To View the Project Tasks click the link at the header to the tasks

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Step 12: The Tasks and the status of the tasks are presented to you

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Step 13: If you wish to view the tasks using another view, Click "List View"

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Step 14: Click "Gantt" to view via a chart

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Step 15: The Daily view is visible but you can change this using the buttons at the…

The Daily view is visible but you can change this using the buttons at the bottom

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Step 16: Click "Week"

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Step 17: Click "Month"

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Step 18: Click "Year"

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Step 19: This is the highest level on the Gantt chart

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