Skip to content

Chapter 36

Projects

Customer projects with their visits (work orders), sites and equipment, their expenses and payments, and their actual profitability against expectation — including company asset depreciation charged to them.

FADx ERP 1.88.31
Project file — cost, revenue, completion and expenses
Project file — cost, revenue, completion and expenses

Common workflows

  1. 1

    A new project

    The customer, the site, the type, and the expected cost and revenue.

  2. 2

    A visit and material issue

    A work order → materials issued from stock are charged to the project at cost.

  3. 3

    Project profitability

    The project file or the project profitability report.

Messages you may see — and what to do

  • "Unknown project type"

    Add the type first under Projects → Types.

  • Cancelling a work order

    It returns the materials to stock in one operation; a completed order cannot be cancelled.

Question not covered here? Message us on WhatsApp and we will answer.

Ask on WhatsApp