Project
Overview
Project – Business Overview
The Project document is used to plan, track, and manage structured pieces of work within Dafater. It acts as a central record for any initiative that has a defined objective, timeline, responsibility, and expected outcome. Projects help businesses organize work, control costs, monitor progress, and ensure accountability across teams.
What the Project is Used For
In day-to-day business operations, a Project is used to:
- Organize work that goes beyond routine daily tasks
- Track progress against timelines and milestones
- Monitor costs, effort, and profitability
- Coordinate work across teams, departments, or customers
- Maintain visibility and control over important initiatives
A Project provides a single reference point for everything related to a specific initiative, from planning to completion.
Prerequisites and Setup Requirements
Before using the Project document effectively, the business should ensure:
- Clear definition of project objectives and scope
- Employees or teams are already defined in Dafater
- Customers or internal departments are set up, if the Project is client-facing
- Basic understanding of how work is tracked (tasks, timelines, costs)
- Agreement on how success will be measured (delivery date, budget, outcomes)
Good preparation ensures Projects are used consistently and deliver meaningful insights.
Typical Workflow and Business Process Fit
A Project usually follows this business flow:
Project Creation
A Project is created when a new initiative is approved, such as a client engagement, internal improvement, or implementation effort.Planning and Assignment
Key details like timelines, responsible people, and expected outcomes are defined. Work is broken down into manageable activities.Execution and Monitoring
Teams work on assigned activities while progress, effort, and costs are tracked against the Project.Review and Control
Managers regularly review the Project status to ensure it is on track, within budget, and aligned with business goals.Completion and Closure
Once objectives are met, the Project is closed and used for performance review, billing, or internal analysis.
This flow ensures Projects support structured execution rather than ad-hoc work.
Key Business Scenarios Where Project Is Essential
The Project document is especially important in scenarios such as: - Client delivery projects (consulting, services, implementations) - Internal improvement initiatives (process changes, system rollouts) - Product or service development efforts - Marketing campaigns with defined timelines and budgets - Cross-departmental initiatives requiring coordination
In all these cases, the Project ensures transparency, ownership, and control.
Important Considerations for Users
When working with Project, users should keep in mind:
- Clearly define the scope to avoid uncontrolled expansion of work
- Keep project status up to date to maintain accurate reporting
- Assign responsibility clearly to avoid confusion or delays
- Regularly review timelines and costs to prevent overruns
- Close completed Projects to keep reporting clean and meaningful
Using Projects consistently helps management make informed decisions and improves overall execution discipline.
In summary, the Project document in Dafater is a vital business tool for planning, executing, and controlling structured work. It brings clarity, accountability, and visibility to initiatives that matter most to the organization.
Basic Information
- Module: Projects
- Document Type: Setup
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| naming_series | Series | Select | ✓ | PROJ-.#### | Defines Dafater project ID numbering sequence |
| project_name | Project Name | Data | ✓ | - | Official name of the project for business tracking |
| status | Status | Select | Open, Completed, Cancelled | Current lifecycle status of the project | |
| project_type | Project Type | Link | Project Type | Categorizes project based on business type | |
| is_active | Is Active | Select | Yes, No | Indicates whether project is currently active | |
| percentcompletemethod | % Complete Method | Select | Manual, Task Completion, Task Progress, Task We... | Method used to calculate project completion percentage | |
| percent_complete | % Completed | Percent | - | Overall project completion percentage | |
| project_template | From Template | Link | Project Template | Template used to create standardized project structure | |
| expectedstartdate | Expected Start Date | Date | - | Planned project start date | |
| expectedenddate | Expected End Date | Date | - | Planned project completion date | |
| priority | Priority | Select | Medium, Low, High | Business priority level of the project | |
| department | Department | Link | Department | Responsible department managing the project | |
| customer | Customer | Link | Customer | Customer associated with the project | |
| sales_order | Sales Order | Link | Sales Order | Linked sales order driving project revenue | |
| users | Users | Table | Project User | Users assigned to work on the project | |
| copied_from | Copied From | Data | - | Source project reference if duplicated | |
| notes | Notes | Text Editor | - | Additional business notes or remarks | |
| actualstartdate | Actual Start Date (via Timesheet) | Date | - | Actual project start date from timesheets | |
| actual_time | Actual Time in Hours (via Timesheet) | Float | - | Total actual hours recorded via timesheets | |
| actualenddate | Actual End Date (via Timesheet) | Date | - | Actual project end date from timesheets | |
| estimated_costing | Estimated Cost | Currency | Company:company:default_currency | Planned total cost estimate for the project | |
| totalcostingamount | Total Costing Amount (via Timesheet) | Currency | - | Actual labor cost accumulated from timesheets | |
| totalexpenseclaim | Total Expense Claim (via Expense Claims) | Currency | - | Total employee expense claims charged to project | |
| totalpurchasecost | Total Purchase Cost (via Purchase Invoice) | Currency | - | Total purchase costs linked to the project | |
| company | Company | Link | ✓ | Company | Company under which project is executed |
| totalsalesamount | Total Sales Amount (via Sales Order) | Currency | - | Total sales value linked through sales orders | |
| totalbillableamount | Total Billable Amount (via Timesheet) | Currency | - | Total billable amount based on timesheets | |
| totalbilledamount | Total Billed Amount (via Sales Invoice) | Currency | - | Total amount invoiced to customer | |
| totalconsumedmaterial_cost | Total Consumed Material Cost (via Stock Entry) | Currency | - | Cost of materials consumed for project work | |
| cost_center | Default Cost Center | Link | Cost Center | Default cost center for project accounting | |
| gross_margin | Gross Margin | Currency | Company:company:default_currency | Project profit after deducting total costs | |
| pergrossmargin | Gross Margin % | Percent | - | Gross margin percentage for the project | |
| collect_progress | Collect Progress | Check | - | Enable automated collection of project progress | |
| holiday_list | Holiday List | Link | Holiday List | Holiday list applied for project scheduling | |
| frequency | Frequency To Collect Progress | Select | Hourly, Twice Daily, Daily, Weekly | Frequency for collecting project progress updates | |
| from_time | From Time | Time | - | Start time window for progress collection | |
| to_time | To Time | Time | - | End time window for progress collection | |
| first_email | First Email | Time | - | First scheduled email time for progress reminders | |
| second_email | Second Email | Time | - | Second scheduled email time for progress reminders | |
| dailytimeto_send | Daily Time to send | Time | - | Scheduled daily time to send progress emails | |
| daytosend | Day to Send | Select | Monday, Tuesday, Wednesday, Thursday, Friday, S... | Day of week to send progress emails | |
| weeklytimeto_send | Weekly Time to send | Time | - | Scheduled weekly time to send progress emails | |
| subject | Subject | Data | - | Email subject for progress communication | |
| message | Message | Text | - | Email message content for progress collection |
Child Tables
Users (Project User)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| user | User | Link | ✓ | User | Linked Dafater user assigned to the project. |
| Read Only | - | User email address for project communication. | |||
| image | Image | Read Only | - | Profile image displayed for the project user. | |
| full_name | Full Name | Read Only | - | User full name for clear project identification. | |
| welcomeemailsent | Welcome email sent | Check | - | Indicates whether Dafater welcome email was sent. | |
| view_attachments | View attachments | Check | - | Allows user to view project attachments. | |
| hide_timesheets | Hide timesheets | Check | - | Hides timesheets from user within the project. | |
| project_status | Project Status | Text | - | Notes project-specific status or remarks for the user. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Projects Manager | ✓ | ✓ | ✓ | ✓ | ||
| Projects User | ✓ | ✓ | ✓ | ✓ | ||
| Employee |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Account Closing Balance | Linked from | Accounts |
| Asset Repair | Linked from | Assets |
| BOM | Linked from | Manufacturing |
| BOM Creator | Linked from | Manufacturing |
| Bank Guarantee | Linked from | Accounts |
| Budget | Linked from | Accounts |
| Delivery Note | Linked from | Stock |
| Employee Onboarding | Linked from | HR |
| Employee Separation | Linked from | HR |
| Expense Claim | Linked from | HR |
| GL Entry | Linked from | Accounts |
| Issue | Linked from | Support |
| Job Card | Linked from | Manufacturing |
| POS Invoice | Linked from | Accounts |
| POS Profile | Linked from | Accounts |
| Payment Entry | Linked from | Accounts |
| Payment Request | Linked from | Accounts |
| Payroll Entry | Linked from | Payroll |
| Production Plan | Linked from | Manufacturing |
| Project Update | Linked from | Projects |
| Purchase Invoice | Linked from | Accounts |
| Purchase Order | Linked from | Buying |
| Purchase Receipt | Linked from | Stock |
| Sales Invoice | Linked from | Accounts |
| Sales Order | Linked from | Selling |
| Stock Entry | Linked from | Stock |
| Stock Ledger Entry | Linked from | Stock |
| Stock Reservation Entry | Linked from | Stock |
| Subcontracting Order | Linked from | Subcontracting |
| Subcontracting Receipt | Linked from | Subcontracting |
| Supplier Quotation | Linked from | Buying |
| Task | Linked from | Projects |
| Timesheet | Linked from | Projects |
| Work Order | Linked from | Manufacturing |
| Company | Links to | Setup |
| Cost Center | Links to | Accounts |
| Customer | Links to | Selling |
| Department | Links to | Setup |
| Holiday List | Links to | Setup |
| Project Template | Links to | Projects |
| Project Type | Links to | Projects |
| Sales Order | Links to | Selling |