--- title: "Projects" canonical: "https://kb.myframeworks.com.au/space/FRAM/28383544/Projects" format: markdown --- # Overview The **Projects** module allows you to create and maintain Projects and Jobs, and to assign one or more Jobs to a Project. > **For example**: > > Your client's Project could be to: > > 1. Develop and build a suburban complex (the Project) with a number of units (the Jobs) > 2. Build a multi-storey office block (the Project) where each floor is a Job. # Accessing Projects To access Projects: 1. Click the **Frameworks Menu** then navigate to **Sales > Transaction Processing >** **Projects **from the navigation tree. 2. Click **Find** to search for active projects in Frameworks. To refine search results, enter criteria in the **Project No**, **Customer** or **Description** fields, then click **Find**. > ℹ️ To view completed jobs, enable the **Show Complete **checkbox, then click **Find**. ![image](media://c214116f-f4aa-47dc-bd0b-dca2336f18d3) 3. In the **Results Grid**, click the relevant **Project ID** to open the project. > ℹ️ The **Results Grid** displays the number of **Jobs**, **Orders**, **Quotes** and **Invoices** for each project, and the progress of attached tasks. ![image](media://8cf4593b-7233-4804-bdfa-f7662c267f60) > ✅ Refer to [Adding a New Project](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30515116) for information on how to add a new project. # Navigating the Project Dashboard Once you have opened up the project you will be able to view information for your chosen project, update the **Project** and **Job Details**, **Import** and add **New Jobs**, add **New Tasks**, Add **Attachments** relevant to the project, add **Diary Notes** add **Delivery Dates** and **Print Quote** > ℹ️ In the **Project Details** section, click the Job **No** hyperlink to view the details and **Job Progress** for each job. ![image](media://bfbf5c30-2224-44d8-90f0-00009518f9c9) ## Project Details From the **Project Details** section, you can: ### 1. Edit View and **Edit** the project header information. Click on the **Edit** button to update the Project details. ![image](media://531c3bbe-edff-4245-82d2-5f6138a36207) ### 2. Attachments View and add attachments to the project, for example, building plans. Click the **Attachments** icons to add attachments. Attachments that have been added display a hyperlink in the **Description** column allowing you to view them. > ⚠️ System code **SysAttPth** in the *System Attachments Directory* specifies the default directory where all attachments are saved. This is automatically populated in the **Attachment Path** field when creating the project. > ✅ Refer to [Adding Attachments to Projects](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30530148) for more information. ### 3. New Job To create a new job, click the **New Job **button. > ✅ Refer to [Jobs](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30523848) for more information. ### 4. Copy Job The **Copy Job** button allows you to copy a job from another project (up to 25 jobs at a time) that may be similar to another project. > ℹ️ Before creating the jobs you can update delivery details and remove lines as required. ![image](media://20652e48-a318-4f4d-a4b8-045fb702ef86) The following options are available when copying a project job: - **Create Quote:** When enabled, **Quotes** will be created rather than **Orders**. - **Copy Products:** When enabled, all products from the job being copied will be added to the newly created jobs. This is enabled by default. - **Retain Pricing:** When enabled, the pricing from the job being copied will be applied to the products in the newly created jobs. - **Copy Comments:** When enabled, any comments will be added to the newly created jobs. - **Copies:** Enter the number of times (maximum 25) you want to copy the selected job into the project, then click **Create Copies**. The following header information can be edited on the copied jobs: - The delivery **Instructions** - The **Delivery Date** - The **Order Number** - The **Map Reference** and **Xref** - The **Delivery Area** - The **Contact Name** and **Number** ### 5. Project Jobs List In the **Project Jobs List** section, you can click the **Job Number** to display the **Job Details** to the right. You will also see information relating to: - Who the job is assigned to - The status of the job - The value of each Job, excluding GST (**Value Ex**) and including GST (**Value Inc**) - Totals of number of jobs and values. ![image](media://f4008116-1e08-41f2-90ad-99e35c5aafc4) ## Job Details Once a job has been selected from the project details you will be able to view the **Job Details. **From here you will be able to: ### 1. Job Progress View the job progress and job details. The job progress bar displays how many **Quotes** (Red), **Orders** (Orange) and **Invoices** (Green) you currently have for the job. ![image](media://efb34d14-2d57-4f17-9af2-da281d12941e) ### 2. Import Job The **Import Job** button allows you to import an estimator file into a job to create quotes and orders. Once the file has been imported, you will need to use **Resolve Job Import Line** to ensure that the information provided from the estimator works within Frameworks. > Macro (excerpt) > > **Supported Import Formats:** > > - CSV > - VIPCSV > - BuildMaster > - BuildXact > - BuildXact 2.0 > > > ℹ️ **When to Use BuildXact** > > ℹ️ > > ℹ️ Select this format if you need to import estimates with multiple sections and want to preserve the original structure of your estimate (sections, headers, etc.). > > ℹ️ > > ℹ️ **When to Use BuildXact 2.0** > > ℹ️ > > ℹ️ Select this format if you want to import all products into a single quote, ignore lines with zero quantity, ignore prices, and do not need section handling. > ⚠️ The need for usage information can be enforced using the system flag **FWJobUsage**. ![image](media://8cc24c54-633b-4b47-ad1a-6dadd6fc388e) > ✅ Refer to [Importing Jobs](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30530468) for more information. ### 3. Edit Job The **Edit Job** button opens the **Job Maintenance** window, allowing you to make changes to the: - Job name and description - Delivery details or site address - Customer order number - Contact details - Additional delivery information, dispatch method and comments - Status from new, in progress and complete - Assignee for the job ![image](media://fdbba572-373f-40e3-8053-f4a4920ac695) ### 4. New Order The **New Order** button opens the **New Sales Order** window allowing you to create a new quote or order for the selected job. > ✅ Refer to the [Creating Quotes](https://bit.ly/3c4ftIY) for more information. ### 5. Delivery Dates The **Delivery Dates** button opens the **Review Delivery Dates** window displaying information for the orders added to the selected job. In this window, you can: - **Find** and review the delivery dates for other **Customers**, **Projects** or **Jobs** by using the search filters and clicking **Find**. - Add a new delivery date for the orders by clicking in the **New Dates** field and entering the date, or by clicking the **Calendar** icon. ![image](media://8efe903c-f0f2-4d8e-add4-7d970408ce8a) > ✅ Refer to [Delivery Date Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30530674) for more information. ### 6. Print Quotes The **Print Quotes** button opens the **Project Print View** screen where you can print quotes for the project. > ⚠️ Project quotes can be printed with RPT or XML stationery formats using the system setting flag **FWProjectXML** to define which is being used. Contact [Support](https://360.dmsi.com/prod1/portal/portal.jsp?c=5899&p=109533894&g=109534929) for assistance in creating quote templates. #### Project Quote Output Structure When you print a project quote, the system generates several pages: - **Cover Page** - Shows the overall project summary with all jobs, sections, and totals - **Acceptance Page** - Formatted for customer sign-off. If your jobs use usage codes (like "Framing", "Roofing"), items are automatically grouped by usage within each section - **Summary Page** - Displays consolidated totals grouped by usage codes - **Individual Quote Details** - Shows the detailed line items for each quote > ℹ️ - The sorting and presentation can be customiZed using system flags including **SOPUsageBR** (sort/break by usage), **SOPUsageSBR** (sort by usage sequence), **PRJSectSort** (section sort order), and **CoverBlank** (suppress blank section headers). Refer to the system flags in [Additional Information ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28383544/Projects#Additional-Information)below for complete descriptions. > ℹ️ - This functionality is available in Frameworks 6.2.2510.1 or later. > ✅ Refer to [Printing Project Quotes](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30508192) for detailed information about printing quotes. ### 7. Delete Job The **Delete Job** button allows you to delete a job from your project. > ⚠️ You will be unable to delete a job if there are quotes or orders added to the Job. To resolve this you can: > ⚠️ > ⚠️ 1. Void any of the Sales Orders if they are not required. > ⚠️ OR > ⚠️ 2. From the **Sales Orders** **Header** tab, remove the sales order from the **Job** field, leaving it in the system to be added to another job if required. ### 8. New Credit The **New Credit** button opens the **New Credit Note** window displaying all the **Invoices** for the job. In this window, you can view and select: - The **Job Id** - The Job **Description ** - The **Credit Section **selector is where you can enter or select the required job section for the credit note. - Any **Invoices **for the job. > ⚠️ If an invoice has previously been credited you will be prompted with a warning message. It is advised that the **Credit Section** be a job section created specifically for credit notes. Job sections can be created and maintained within [Job Section Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402116). ![image](media://50e02d10-19a5-419b-a0bd-09c6302dc05b) Once the Credit has been processed the **Job **will display an additional line with the **Type:** **Credit Note **and **Values** of the credit note. ![image](media://f7356cbd-afdb-4f42-8662-d01e4d092d91) > ℹ️ The Credit Note transaction number will be inherited from the number range of the **Job** and the **Job Section** number selected. See **FWJobNumber** under [Additional Information](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28383544/Projects#Additional-Information). > ℹ️ When you make a credit note from a job, all the important job details are copied into the credit note. > ✅ Refer to [Credit Notes](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28383394) for more information on [Credits & Refunds Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28383554) or [Processing a Cash Refund](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30522044). ### 9. Accept/Reject Quotes The **Accept/Reject Quotes** button opens the **Accept/Reject Quotes** window, allowing you to select quotes for a job and either accept or reject the selected quotes. ![image](media://5a1409a2-6ac0-4982-93bf-8a7237e8050f) > ✅ Refer to [Accepting and Rejecting Quotes for a Job](https://sterlandsupport.atlassian.net/wiki/spaces/FWKSUS/pages/27283033) for more information. ### 10. Further Management of Quote, Orders and Invoices Below the job maintenance buttons, all quotes, orders and invoices will be displayed. Click the **Number** hyperlink to quickly access the **Sales Order** screen or **Invoice** screen to manage them. > ℹ️ For any invoices, the **Type** column will be highlighted **Green. ** ![image](media://07a3fbf9-5f1f-46db-90b6-01fb5a1f383d) ## Project Tasks Project tasks are typically tasks or jobs for employees to perform outside the normal transactional process flow of Frameworks, for example, contacting the customer to get a copy of the project plans. Individual tasks can be added including a due date, estimated hours, assignee, and any additional notes relevant to the task. Tasks can be set to a status of either **New**, **In Progress**, or **Completed** 1. To access the project tasks, click the **Project Tasks** heading. ![image](media://2a9a5308-039c-46e6-ada3-816bdab6fdc5) 2. Click on **New Task** to create a new task. > ✅ Refer to [Tasks](https://sterlandsupport.atlassian.net/wiki/spaces/FWKSUS/pages/27263824) for more information relating adding a new task and accessing tasks outside of a project. ## Project Diary Notes The **Project Diary Notes** section allows you to view and add any diary notes related to the project. 1. To access the diary notes, click the **Project Diary Notes** heading. 2. Click **Add Diary Note** to add a Diary note. # Additional Information > ✅ Refer to the [Projects Processes](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30507730) for more information.
Related System Settings - Flags To use this Frameworks feature, ensure you have your flags set correctly. | **System Settings - Flag** | **Flag Purpose** | | --- | --- | | **SysAttPath** | When populated, defines the path (which is stored on the server defined in SysAttURL) in which the attachments are stored. | | **SysAttURL** | When populated, defines the Server location where the path (as defined against SysAttPath) is located. | | **OrdQtePric** | Sets the default value for Show Prices when printing quotes. | | **FWJobNumber** | - When enabled*,* the Job Number is based on the Job# column in [Company Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FWKSUS/pages/27326863) of the session company. If a transaction is then created, the Sales Order / Quote number used will be a concatenation of the Job# and the appropriate Section number. If the Section number has already been used, then the next available Job # will be used, concatenated with the Section number. - When disabled, the Job Number is based on the next available number from the database. If a transaction is then created, the Sales Order / Quote number used is based on the Order # column in [Company Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FWKSUS/pages/27326863) of the session company. | | **FWJobUsage** | - When enabled, the Job **Usages** column is required to be added to the estimators job import CSV file before being uploaded and is also required to be resolved. - When disabled, Usages can still be add to the estimators file however it is not a required field. | | **FWProjectXML** | - When enabled, the **Print Quote** option within Projects will output as an xml formatted document to be applied to a template. - When disabled, the **Print Quote **option will output as a .rpt and default to the Format 20 NuVu template. | | **SOPUsageBR** | Format 20 Quotes sort and break by Usage
- When enabled, Quotes set to NuVu Format 20 are sorted and broken down by Usage. - When disabled, Quotes set to NuVu Format 20 will not be broken down by Usage. | | **SOPUsageSBR** | Quotes sort by usage sequence number.
- When enabled, quote printouts sort by usage sequence number. - When disabled, quote printouts will not be sorted by usage sequence number.
> ℹ️ **Note**: If both SOPUsageBR and SOPUsageSBR are active, SOPUsageSBR takes precedence. | | **PRJSectSort** | Sort Project Quotes by section code.
- When enabled, the section on a printed Project Quote will be sorted by using the Section Code instead of the Section Description. - When disabled, the section on a printed Project Quote will be sorted alphabetically by using the Section Description. | | **CoverBlank** | Suppress printing of blank section headers on cover page.
- When enabled, blank section headers are suppressed. - When disabled, all section headers are printed. |