Translations:Project handling/6/en
From Marathon Documentation
Revision as of 13:45, 19 August 2025 by FuzzyBot (talk | contribs) (Importing a new version from external source)
Columns in the Project list:
| Star | Shows that the project is marked as a favourite | ||
| Minus sign | Shows if the project is closed | ||
| Project | Project name | ||
| Registered | Registration date for the project | PM | Employee code of the project manager |
| $ | $ indicates that the project has WIP | ||
| Due | A red # means that there is one or several overdue client invoices on the project. One # means that the invoice is more than 8 days overdue. ## means that the invoice is more than 31 days overdue. | ||
| Invoice text written | If crossed, there is invoice text in the project’s Invoice tab | ||
| Invoice text ready | If crossed, the invoice text has been marked as ready in the Invoice tab | ||
| Production manager | Employee code of the production manager | ||
| WIP | Shows the project’s total WIP amount. | ||
| Currency | Shows the project’s base currency (only used in multiple currency handling) | ||
| Project type | External project (E), internal (I), group common or external on group level (G), project for internal, not project related work (9) and speculative- or pitch projects (J). | ||
| To be closed | The column shows with a cross if the project is to be terminated and closed. That gives an indication to finance/invoicing that the project can be closed | ||
| WIP Fees | Amount in WIP fees | ||
| WIP Purchases | Amount in WIP purchases | ||
| WIP Other | Amount in WIP other | ||
| Fixed price | If there is a fixed price for the project, it is shown here | ||
| Deadline | If the project has a deadline date it is shown here. The setting is in the project parameters. | ||
| Inv date | If invoice date has been set in the project parameters, it is shown here. | ||
| Invoiced | Shows what has been invoiced on the project (pre-invoiced included) | ||
| Time reporting | A cross indicates that time can be reported on the project. | ||
| Local name | It is possible to give the project a local name. | ||
| Reference number | Shows reference number, if it has been registered on the project. | ||
| Closing date | Shows closing date on closed projects. | ||
| Start date | Shows registered start date |
New clients and projects
New clients and projects are registered in the client – and project lists. The function for registration must be activated and the user must be authorised to it. New client Press the NEW button in the client list. Enter Client ID and press OK. Then fill in the rest of the fields and Save. There are settings that must be made for registration of clients here and not in Backoffice. The fields are determined in the project parameters.
