# Project Module

<p class="doc-lead">The Project module tracks jobs from planning through execution — linking customers, tasks, budgets, and related sale, purchase, inventory, and account transactions in one place.</p>

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<p class="doc-toc-title">On this page</p>
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<div class="doc-toc-links">
<a href="#/project/?id=getting-started">Getting Started</a>
<a href="#/project/?id=transactions">Transactions</a>
<a href="#/project/?id=masters">Masters &amp; Templates</a>
<a href="#/project/?id=reports">Reports</a>
<a href="#/project/?id=settings">Settings</a>
<a href="#/project/?id=faq">FAQ</a>
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</div>
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<h2 id="getting-started">Getting Started</h2>

<ul>
<li><a href="#/project/project-dashboard">Project Dashboard</a> — company-wide operational KPIs and optional financial analytics.</li>
<li><a href="#/project/daily-schedule">Daily Schedule</a> — view and update tasks planned for a chosen day.</li>
<li><a href="#/project/project-settings">Project Settings</a> — enable optional project fields before creating projects.</li>
<li><a href="#/project/projects">Projects</a> — create and manage the main project record.</li>
</ul>

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<h2 id="transactions">Transactions</h2>

| **Topic** | **Description** |
|-----------|-----------------|
| <a href="#/project/projects">Projects</a> | Main project record with lifecycle, linked documents, and embedded sale/purchase/inventory views. |
| <a href="#/project/project-task">Project Task</a> | Tasks assigned to a project with schedule, progress, and materials. |
| <a href="#/project/daily-schedule">Daily Schedule</a> | Single-day task plan grouped by project with inline progress updates. |
| <a href="#/project/project-budget">Project Budget</a> | Planned purchase items and expenses for a project (opened from the project view). |
| <a href="#/project/project-stage">Project Stage</a> | Stages within a project timeline. |

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<h2 id="masters">Masters &amp; Templates</h2>

| **Topic** | **Description** |
|-----------|-----------------|
| <a href="#/project/project-category">Project Category</a> | Categories used to group tasks within a project. |
| <a href="#/project/project-category-mapping">Project Category Mapping</a> | Maps categories to a project with display order. |
| <a href="#/project/project-task-definition">Project Task Definition</a> | Reusable task templates. |
| <a href="#/project/project-template">Project Template</a> | Predefined task sets applied to new projects. |
| <a href="#/project/project-stage-template">Project Stage Template</a> | Reusable stage definitions. |

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<h2 id="reports">Reports</h2>

See the full index: <a href="#/project/reports/">Project Reports</a> (budget variance, profitability, summary, schedules, and task-wise material).

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<h2 id="settings">Settings</h2>

<a href="#/project/project-settings">Project Settings</a> — choose which optional fields appear on project forms (PWO Number, Ship Name, Executing Officer, and more).

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

<b>What is the standard project workflow?</b><br>
Create a <a href="#/project/projects">Project</a> → add <a href="#/project/project-task">Project Tasks</a> → track progress on <a href="#/project/daily-schedule">Daily Schedule</a> → review budget and profit in <a href="#/project/reports/">Project Reports</a>.

<b>How do I apply a template to a new project?</b><br>
Use <a href="#/project/project-template">Project Template</a> to pre-load tasks and stages when creating a project.

<b>Where do I plan purchase items and expenses for a project?</b><br>
Open <a href="#/project/project-budget">Project Budget</a> from the project view to plan costs against the job.

<b>Can field teams update task progress on mobile?</b><br>
Yes. The <a href="#/field-sale-app/daily-schedule">Field Sale App Daily Schedule</a> mirrors web progress tracking when the user role grants access.