This list is used to check whether the known topics have been properly processed internally by customers and, for example, whether they have been passed on to the sales department for the purpose of preparing quotations
Search/List
This group contains features that are relevant for searching and listing sub-projects without a quote. It enables users to find and filter projects efficiently.
| Property | Description |
| Internal ID (sub-projects) | The internal ID of a linked element serves as the basis for links from the evaluation to this element. |
| Traffic light | The traffic light gives a colored indication of the status of the data. A more detailed description can be found in the Traffic light
Note column. |
| Traffic light hint | The note in this column gives you further information about the
displayed traffic light color. Follow the instructions to be able to change red and
change red and yellow traffic lights. |
| Responsible | The person responsible for planning the sub-project. |
| Subproject | Sub-project that can be planned for a customer. |
| Value in euros [€] | Enter the net value for the sub-project here. The value is distributed evenly over the performance period. |
| Consider in financial planning? | Indicates whether the sub-project has been planned to such an extent that it can be included in the financial planning. This has a direct impact on the target figures. |
| Performance period from | Specify here when the service period starts and billing begins. |
| Performance period until | Settlement is planned up to this date. All amounts are divided over the entire performance period. |
| Client | The logical client is visible at this point. This is always 01 as long as the client separation has not been activated. Please refer to the help. |
Filter
This group contains features for filtering and limiting project statuses. It allows the user to focus the view on specific sub-projects or project phases.
| Property | Description |
| Customer | Display of the customer for whom the sub-project is planned. |
| Customer abbreviation | eTASK customer code derived from the description of the customer |
| Debtor number | Display of the debtor number |
