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Project Certification

 

How do I access the project certification screen?

1. Click on ¨Projects¨
2. Click on ¨Project certification¨

What is the project certification for? 

On the project certification screen we can register all data related to certifications to be issued to a client for an ongoing project.

Certifications are necessary on processes such as project certification, treasury, etc. 

What does each field mean?

  • Open project certification

On the open project certification screen we can select the project, project progress and the date we wish to view. If we select a date that does not exist in the system, this date will be introduced as a new project certification date. 

 
 
Name Description Field type
Project Project description  
Estimate Assigned sales estimate  
Measurement Project progress  
Date Certification date  
  • Chapters

Once the measurement is selected, the project screen will show us the sales estimate, so that we can introduce the certification, selecting the units we want to measure.

Here we can view the chapters, identified by the color blue.
 
  • Work units

Double clicking on the chapters, we can access the work units of the estimate. The measure of work units can be modified from the ones measured in the project progress, according to what we want to invoice to the client. 
 
Work units are identified by the color pink
 
 
 
Name Description Field type
Image  
Code Work unit code  
Contract code Contract code  
Description Description   
Measurement units measurement units  
% Certified percentage  
Certification measurement Units certified  
Last certification measurement Last certification measurement  
Project measurement 

Units executed

 
Pending measurements

Difference between units in estimate and executed units

 
Pending certification Diference between units in estimate and certified units  
Total from origin Total certified units X sale price  
  • View detail

Selecting a work unit and clicking on view detail, we can view the certification measurement lines, the measure lines from the project progress, the measure lines in the estimate, and the detailed description of the work unit.

 

 

 

How to´s

  • How do I add a new project certification?

1. Click on ¨Projects¨

2. Click on ¨Project certification¨

3. Click on ¨Open¨ 

4. Select the project
5. Select the project progress measurement

6. Double click on the chapter where the units to be certified are located

7. Add the units to be certified on the ¨Production measurement¨ column ( or on the % column, click view detail and add the measurement lines)

8. Go back to the main screen

  • How do I modify a project certification?

1. Click on ¨Projects¨

2. Click on ¨Project certification¨

3. Click on ¨Open¨  

4. Select the project

5. Select the measurement

6. Double click on the chapter where the units to be modified are located

7. Modify the units as needed

8. Go back to the main screen

  • How do I delete a project certification?

1. Click on ¨Projects¨

2. Click on ¨Project certification¨

3. Click on ¨Open¨  

4. Select the project

5. 

Where can I use the project certifications?

Project certifications will be used in Certification and Cost analysis




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