A project or job used as a cost-and-revenue dimension and as the target for recharging billable expenses to a customer. It is live and consumed: expense advances, expense claims and expense claim lines carry a ProjectId, expense reporting groups spend by the line's project falling back to the claim's project, and the expense posting service groups recharge summaries by customer account and project. Its customer, partner, branch and business-unit links are all optional, so a project can be an internal cost bucket with no customer at all.
Fields
| Field | Label | Type | Required | What it does |
|---|
BranchId | Branch | Lookup → Branch | | |
BusinessUnitId | Business Unit | Lookup → BusinessUnit | | Ties the project to a business unit so project spend rolls up into the same organisational dimension used elsewhere in finance. Optional, and independent of the branch link on the same record. |
Code | Code | Text | | The short human reference for the project used in expense entry and reporting, separate from the record's Name. It is free text with no enforced uniqueness or format. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
CustomerAccountId | Customer Account | Lookup → Account | | The customer this project's costs can be recharged to; expense posting groups its billable recharge summaries by customer account and project together. It is optional, so an internal cost-only project simply leaves it empty. |
Description | Description | Text | | |
EndDate | End Date | Date | | |
GLAccountName | Name | Text, unique | Yes | The project's real display name is the platform Name column, which this metadata set does not expose as a field. |
Id | Id | Guid | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | The owning selling organisation for the project, distinct from CustomerAccountId which is who the work is recharged to. Both point at accounts, and a project may legitimately have one without the other. |
RecordTypeId | Record Type | Guid, hidden | | |
StartDate | Start Date | Date | | |
Status | Status | Text | | A free-text lifecycle marker with the intended vocabulary Open, OnHold and Closed, defaulted to Open when the record is constructed. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete this Project. |
DeleteRecord | Delete | Delete | Delete |
Edit | Edit | Edit | Edit this Project. |
EditInLine | Edit | EditInline | Edit |
EditRecord | Edit | Edit | Edit |
New | New | New | Create a Project. |
