A job or engagement that expense claims, claim lines and advances are tagged with. Its only live effect is in Compute Recharge on an expense claim, which totals the claim's billable lines per line Customer Account and line Project. The claim header and advance project are recorded only, expense posting puts no project on journal lines, and the project's Status, dates and Customer Account are never checked or copied. Projects are listed in the Expense List app under Dimensions (Expenses, Settings). A financial projection line can also name a project, for reference only.
Fields
| Field | Label | Type | Required | What it does |
|---|
BranchId | Branch | Lookup → Branch | | The branch that runs the project. Optional and recorded only; it does not set the branch on claims or journals. Hidden when the organization runs one location. |
BusinessUnitId | Business Unit | Lookup → BusinessUnit | | The finance business unit the project belongs to. Optional and recorded only; it does not set the business unit on claims or journals. |
Code | Code | Text | | Optional short reference for the project, up to 40 characters. Free text, not checked for uniqueness, and not read by any process. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
CustomerAccountId | Customer Account | Lookup → Account | | The customer the project is done for. Recorded only: nothing copies it to claim lines, and Compute Recharge uses each billable line's own Customer Account, so a billable line without one is left out of the recharge totals. |
Description | Description | Text | | Optional notes about the project. Edited in place on the project record page; it is not on the Create Project form. |
EndDate | End Date | Date | | When the project ends. Information only: claims dated after it are accepted and the project stays in the pickers. |
GLAccountName | Name | Text, unique | Yes | Shown as Name. The project's name is the record's core Name, which the Create Project form edits: it is required on every save ('Name is required') and there is no numbering setting for projects. The standard mobile Create Project form has no Name field, so projects must be created on the web unless an administrator adds it. |
Id | Id | Guid | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | The company that runs the project, as opposed to the Customer Account it is done for. Optional and recorded only. Hidden when the organization runs one company, and may be filled from the user's default company when left blank. |
RecordTypeId | Record Type | Guid, hidden | | |
StartDate | Start Date | Date | | When the project starts. Information only: claim and expense dates are not compared with it. |
Status | Status | Text | | Free-text status, up to 20 characters, starting as Open; the intended values are Open, OnHold and Closed. It is on no standard form and nothing reads it, so a Closed project can still be picked on claims, lines and advances unless an administrator adds a lookup filter. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete this Project. |
DeleteRecord | Delete | Delete | Delete |
Edit | Edit | Edit | Edit this Project. |
EditInLine | Edit | EditInline | Edit |
EditRecord | Edit | Edit | Edit |
New | New | New | Create a Project. |
