Projects

68 guides in this area.

Guide types: How-to for a task, Business process for an end-to-end flow, Page reference for screen detail, Data reference for stored fields, and Troubleshooting for recovery steps.

BSuit ERP (68)

Masters (14)

AutomationPage referencePartially reviewed7 fields. Trigger-action rules for project workflows
Budget LinesPage referencePartially reviewed9 fields. Project cost budget by category
Calendar ExceptionsPage referencePartially reviewed4 fields. Holidays and special working days
CalendarsPage referencePartially reviewed12 fields. Working-day calendars for scheduling
Change OrdersPage referencePartially reviewed11 fields. Project change requests and approvals
EpicsPage referencePartially reviewed6 fields. Group work items under epics
IntakePage referencePartially reviewed10 fields. Demand pipeline — ideas to projects
IssuesPage referencePartially reviewed14 fields. Track and manage project issues
Portfolio ScoresPage referencePartially reviewed6 fields. Strategic scoring for project ranking
Project GroupsPage referencePartially reviewed5 fields. Manage project classification groups
Resource Rate CardsPage referencePartially reviewed10 fields. Cost and billing rates per resource
ResourcesPage referencePartially reviewed8 fields. Allocate people to projects and tasks
RisksPage referencePartially reviewed15 fields. Risk register and assessment
TemplatesPage referencePartially reviewed5 fields. Reusable project blueprints

Transactions (1)

BillingPage referencePartially reviewed9 fields. Project billing items and revenue recognition

Dashboards (1)

DashboardPage referencePartially reviewedReference for Dashboard in Projects.

Details and forms (1)

Slug detailsPage referencePartially reviewedReference for Slug details in Projects.

Other pages (10)

ActivitiesPage referencePartially reviewedManage project activities
Cost Forecast & P&LPage referencePartially reviewedEAC / ETC / VAC and project profitability
GanttPage referencePartially reviewedReference for Gantt in Projects.
KanbanPage referencePartially reviewedReference for Kanban in Projects.
PortfolioPage referencePartially reviewedCross-project roll-up, scoring and capacity
Project ManagementPage referencePartially reviewedBudget vs actual, status, completions & overdue attention items
ProjectsPage referencePartially reviewed21 fields. Manage projects, budgets, schedule and progress
Sprint AnalyticsPage referencePartially reviewedBurndown and velocity for agile projects
WbsPage referencePartially reviewedManage Work Breakdown Structure
Workload HeatmapPage referencePartially reviewedResource allocation by week — red flags over-allocation

Articles and how-tos (2)

Idea to project close: intake, planning, delivery and billingBusiness processPartially reviewedTake a project idea through intake, create the project from a template, plan the WBS, budget and resources, track risks, issues and change orders, and bill and recognise revenue.
Getting started with ProjectsHow-toPartially reviewedPlan and track work: Epics/Issues, Gantt/Kanban views, budgets, billing, and portfolio rollups.

Data reference (39)

Activity — data referencePage referencePartially reviewed38 fields, 4 reference. All 38 fields BSuit stores for Activity (Projects), with the record types they refer to.
ActivityDependency — data referencePage referencePartially reviewed11 fields, 2 reference. All 11 fields BSuit stores for ActivityDependency (Projects), with the record types they refer to.
ActivityStatus — data referencePage referencePartially reviewed9 fields. All 9 fields BSuit stores for ActivityStatus (Projects), with the record types they refer to.
AutomationRule — data referencePage referencePartially reviewed12 fields, 1 reference. All 12 fields BSuit stores for AutomationRule (Projects), with the record types they refer to.
BaselineActivity — data referencePage referencePartially reviewed13 fields, 1 reference. All 13 fields BSuit stores for BaselineActivity (Projects), with the record types they refer to.
CalendarException — data referencePage referencePartially reviewed9 fields. All 9 fields BSuit stores for CalendarException (Projects), with the record types they refer to.
DependencyType — data referencePage referencePartially reviewed6 fields. All 6 fields BSuit stores for DependencyType (Projects), with the record types they refer to.
EarnedValueEntry — data referencePage referencePartially reviewed20 fields. All 20 fields BSuit stores for EarnedValueEntry (Projects), with the record types they refer to.
Epic — data referencePage referencePartially reviewed11 fields. All 11 fields BSuit stores for Epic (Projects), with the record types they refer to.
IssueSeverity — data referencePage referencePartially reviewed9 fields. All 9 fields BSuit stores for IssueSeverity (Projects), with the record types they refer to.
IssueStatus — data referencePage referencePartially reviewed9 fields. All 9 fields BSuit stores for IssueStatus (Projects), with the record types they refer to.
IssueType — data referencePage referencePartially reviewed8 fields. All 8 fields BSuit stores for IssueType (Projects), with the record types they refer to.
LessonsLearned — data referencePage referencePartially reviewed14 fields. All 14 fields BSuit stores for LessonsLearned (Projects), with the record types they refer to.
PortfolioScore — data referencePage referencePartially reviewed11 fields. All 11 fields BSuit stores for PortfolioScore (Projects), with the record types they refer to.
ProjectAiInsight — data referencePage referencePartially reviewed14 fields, 1 reference. All 14 fields BSuit stores for ProjectAiInsight (Projects), with the record types they refer to.
ProjectBaseline — data referencePage referencePartially reviewed15 fields. All 15 fields BSuit stores for ProjectBaseline (Projects), with the record types they refer to.
ProjectBillingItem — data referencePage referencePartially reviewed24 fields, 2 reference. All 24 fields BSuit stores for ProjectBillingItem (Projects), with the record types they refer to.
ProjectBudgetLine — data referencePage referencePartially reviewed15 fields, 2 reference. All 15 fields BSuit stores for ProjectBudgetLine (Projects), with the record types they refer to.
ProjectCalendar — data referencePage referencePartially reviewed18 fields, 1 reference. All 18 fields BSuit stores for ProjectCalendar (Projects), with the record types they refer to.
ProjectChangeOrder — data referencePage referencePartially reviewed16 fields. All 16 fields BSuit stores for ProjectChangeOrder (Projects), with the record types they refer to.
ProjectChecklistItem — data referencePage referencePartially reviewed14 fields, 2 reference. All 14 fields BSuit stores for ProjectChecklistItem (Projects), with the record types they refer to.
ProjectComment — data referencePage referencePartially reviewed13 fields, 1 reference. All 13 fields BSuit stores for ProjectComment (Projects), with the record types they refer to.
ProjectEntity — data referencePage referencePartially reviewed33 fields, 3 reference. All 33 fields BSuit stores for ProjectEntity (Projects), with the record types they refer to.
ProjectGroup — data referencePage referencePartially reviewed11 fields, 1 reference. All 11 fields BSuit stores for ProjectGroup (Projects), with the record types they refer to.
ProjectIntake — data referencePage referencePartially reviewed16 fields, 1 reference. All 16 fields BSuit stores for ProjectIntake (Projects), with the record types they refer to.
ProjectIssue — data referencePage referencePartially reviewed23 fields, 2 reference. All 23 fields BSuit stores for ProjectIssue (Projects), with the record types they refer to.
ProjectMilestone — data referencePage referencePartially reviewed13 fields. All 13 fields BSuit stores for ProjectMilestone (Projects), with the record types they refer to.
ProjectPriority — data referencePage referencePartially reviewed9 fields. All 9 fields BSuit stores for ProjectPriority (Projects), with the record types they refer to.
ProjectRisk — data referencePage referencePartially reviewed21 fields. All 21 fields BSuit stores for ProjectRisk (Projects), with the record types they refer to.
ProjectStatus — data referencePage referencePartially reviewed9 fields. All 9 fields BSuit stores for ProjectStatus (Projects), with the record types they refer to.
ProjectTeamMember — data referencePage referencePartially reviewed12 fields. All 12 fields BSuit stores for ProjectTeamMember (Projects), with the record types they refer to.
ProjectTemplate — data referencePage referencePartially reviewed10 fields, 1 reference. All 10 fields BSuit stores for ProjectTemplate (Projects), with the record types they refer to.
ResourceAssignment — data referencePage referencePartially reviewed15 fields, 1 reference. All 15 fields BSuit stores for ResourceAssignment (Projects), with the record types they refer to.
ResourceRateCard — data referencePage referencePartially reviewed15 fields, 2 reference. All 15 fields BSuit stores for ResourceRateCard (Projects), with the record types they refer to.
RiskCategory — data referencePage referencePartially reviewed7 fields. All 7 fields BSuit stores for RiskCategory (Projects), with the record types they refer to.
RiskStatus — data referencePage referencePartially reviewed8 fields. All 8 fields BSuit stores for RiskStatus (Projects), with the record types they refer to.
Sprint — data referencePage referencePartially reviewed16 fields. All 16 fields BSuit stores for Sprint (Projects), with the record types they refer to.
SprintItem — data referencePage referencePartially reviewed11 fields, 2 reference. All 11 fields BSuit stores for SprintItem (Projects), with the record types they refer to.
WBS — data referencePage referencePartially reviewed27 fields, 2 reference. All 27 fields BSuit stores for WBS (Projects), with the record types they refer to.