# Projects

<p class="doc-lead">View project details, progress, documents, and linked sale transactions from the Field Sale App when project access is enabled.</p>

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<p class="doc-toc-title">On this page</p>
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<span class="doc-toc-group-title">Overview</span>
<div class="doc-toc-links">
<a href="#/field-sale-app/projects?id=open">Open Projects</a>
<a href="#/field-sale-app/projects?id=project-view">Project view</a>
<a href="#/field-sale-app/projects?id=related-transactions">Related transactions</a>
<a href="#/field-sale-app/projects?id=daily-schedule">Daily Schedule and tasks</a>
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<h2 id="open">Open Projects</h2>

**Home** tab → **Projects** (requires **Project — List** access).

The project list shows active projects assigned or visible to the salesman. Tap a project to open the detail view.

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<h2 id="project-view">Project view</h2>

The project detail screen is read-only in the Field Sale App. It shows:

<h3>Status</h3>

- Primary status badge (for example Draft, Approved, In Progress, Completed)
- Secondary status name (when set); tap to open the secondary status log

<h3>Header</h3>

| Field | Description |
|-------|-------------|
| **Project name** | Title of the project |
| **Project Progress** | Completion percentage with progress bar |

<h3>Project Details</h3>

| Field | Description |
|-------|-------------|
| **Customer** | Linked customer |
| **PWO Number** | Project work order number |
| **Executing Officer** | Officer responsible |
| **Ship Name** / **Ship Number** | When applicable |
| **Assigned Employee** | Employee assigned to the project |

<h3>Project Timeline</h3>

| Field | Description |
|-------|-------------|
| **Start Date** | Project start |
| **Due Date** | Target completion |
| **Completion Date** | Actual completion (when closed) |

<h3>Description</h3>

Project description text (HTML stripped for display).

<h3>Documents</h3>

Attachments uploaded to the project on the web ERP appear under **Documents**.

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<h2 id="related-transactions">Related transactions</h2>

When the user has access to sale quotations, sale orders, and sale invoices, the **Related Transactions** section lists linked documents:

| Column | Description |
|--------|-------------|
| Transaction type | Sale Quotation, Sale Order, or Sale Invoice |
| Bill number and date | Document reference |
| Amount | Transaction total |

Tap a row to open that transaction’s view screen in the app.

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<h2 id="daily-schedule">Daily Schedule and tasks</h2>

The **Projects** tile opens a read-only project list and detail view. You cannot create projects or edit project headers from the app.

Operational task work — viewing today's schedule, updating progress or completed quantity, and creating **New Task** — is on **Home → Daily Schedule**. See [Daily Schedule](field-sale-app/daily-schedule.md).

For a read-only day view without editing, use **Reports → Work Schedule**. See [Work Schedule](field-sale-app/reports.md?id=work-schedule).

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<h2 id="attendance-link">Link to attendance</h2>

Projects can be selected when recording [Attendance](field-sale-app/hr-and-payroll/attendance.md). Attendance lines are linked to a project when **Project — List** access is granted. When a project is selected, the bulk **Set Attendance** form and each **Edit Attendance** line can optionally link to a **Project Task**.

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<h2 id="access">Access</h2>

| Feature | Access |
|---------|--------|
| **Projects** tile on Home | Project — List |
| Related transactions section | Sale Quotation — List, Sale Order — List, and Sale Invoice — List |
| Project on attendance entry | Project — List |

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<h2 id="faq">FAQ</h2>

<p><b>Can I create a project from the app?</b><br>
No. Projects are created on the web ERP. The app lists projects the user can access and links transactions and attendance to them.</p>

<p><b>Why don't I see Related Transactions on a project?</b><br>
The section requires Sale Quotation, Sale Order, and Sale Invoice list permissions on the Field Sale App role.</p>

<p><b>Can I raise a material request for a project?</b><br>
Yes from Home → Material Request when inventory access is granted — select the project on the request header.</p>

<p><b>How do projects link to attendance?</b><br>
When recording <a href="#/field-sale-app/hr-and-payroll/attendance">Attendance</a>, select a project on each line if Project — List access is granted. You can also link a line to a specific project task when a project is selected.</p>

<p><b>Do project financials update from app invoices?</b><br>
Yes. Approved sale invoices and orders synced from the app with a project selected appear on the web project Sale tab and reports.</p>

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<h2 id="related">Related topics</h2>

- [Attendance](field-sale-app/hr-and-payroll/attendance.md)
- [Daily Schedule](field-sale-app/daily-schedule.md)
- [Transactions](field-sale-app/transactions.md)