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| Project Codes |
Project Codes
A project code is a unique identifier assigned to a specific project, which helps in tracking and organizing project-related activities and resources. It enables easy retrieval of project-related data and facilitates project management and reporting.
Individual orders (such as Purchase Orders or Sales Orders) can be assigned a Project Code to allocate the order against a particular internal project.
Managing Project Codes
Management of project codes (such as creating or editing codes) is accessed via the settings page. Select the Project Codes tab to access project code configuration options:
{% with id="project_codes", url="settings/project_codes.png", description="Project Codes List" %} {% include "img.html" %} {% endwith %}
Enable Project Code Support
By default, project code support is disabled. Select the Enable Project Codes option to enable support for this feature
Assigning Project Codes
Project codes can be assigned to an order when the order is created, or at any later stage by simply editing the order. If project code support is enabled, a Project Code field is available in the order details form:
{% with id="assign_project_code", url="order/assign_project_code.png", description="Assign Project Code" %} {% include "img.html" %} {% endwith %}
Filtering by Project Codes
The order tables can be easily filtered or sorted by project code:
{% with id="filter-by-project", url="order/filter_by_project.png", description="Filter by Project Code" %} {% include "img.html" %} {% endwith %}