Invantive Estate

General

Code

A unique code for the project. The code is generally assigned as soon as the first exposé is approved.

Name

The name of the project.

Short Code

Short project code to support the ERP systems that limit the extent from the project codes to for example 8 characters.

Description

The description of the project.

City

Place where the project is realized.

Reporting group

Reporting Group with which the project can be selected in the filter.

Address 1

The address where the project is realized.

Address 2

Extra address line, in case needed.

Country

Country where the project is realized.

Reporting group

Phase

The phase of the project.

Closed

A closed project cannot be changed. The underlying data -remainders, orders, budgets, revenues, etc. are also frozen. The only thing possible after the project is closed, is to reopen the project. Warning! The user 'system' is the only user, that even after completion of a project, has the rights to change the project data.

Product group

The product group of the project.

Product Group Director

The project's responsible product group director.

Project developer

The project's responsible project developer.

Administrator

The responsible admistrator.

Salesman

The real estate agent who rents or sells the project

Plan Developer

The developer of the project plans.

Controller

The project controller.

Customer

The buyer of the project.

Timesheet signed by

The person responsible for approving the hours.

Customer Reference

A reference from the customer to this project. This can be for instance a reference to a purchasing order.

Supplier Reference

A reference from a supplier to this project.

Documents

Linked documents, see Linking Documents.

Project Type

There are three possible project types:

•An individual project: this may include financial data and reporting.

•A subproject: this may include financial data and reporting. Moreover, they can be consolidated and reported within a master project.

•A master project: it is not possible to include independent financial data and reporting. However, the numbers of the underlying subprojects can be consolidated and reported.

Cost Category Postfix

The suffix is used in case of consolidated reporting to make the cost category of each subproject unique. The suffix must be unique for all subprojects within the main project.

Master project

Here, only for subprojects you can and have to select a ‘Master Project’. All financial figures are merged within the master project when consolidated reporting is selected. The choice whether to merge is made via My Preferences.

Free field 1

Free field for possible further information.

Free Field 2

Free field for possible further information.

Website Project (URL)

The Internet address in case project has its own website.

Logo (URL)

The Internet address of the project logo.

Project entity

The legal structure under which the project is realized.

Cooperation with

Name of partner in case a cooperation agreement is made for the project.

Overhead

Project is overhead when checked.

Icon (URL)

The relative URL from the icon belonging to the project. The icon must be 16 pixels high and 16 pixels wide.

Milestones

Planned Start of Realization

The planned start date of the construction activities for the project.

Planned Start of Handover

The planned start date of the delivery of the first units.

Start of Handover

The start date of the delivery of the first units.

Planned End Date of Delivery

The planned end date from the delivery of all units.

Budget Approved on

The date of the last approved exposé.

Start of Realization

De startdatum van de bouw.

End of Construction

The date on which all the building activities are completed and all units are delivered.

Planned Sales Start Date

The planned start date of the sale of the first units.

Planned Sales End Date

The planned end date of the sale of the last units.

Start of Sales

The start date of the sale.

Sales End Date

The end date of the sale

Real Estate

The block real estate with the following fields are only displayed if the license name is Invantive Estate is. When using a license for Invantive Vision the block real estate with belonging fields is not shown.

Houses

The number of houses being built.

Parking Places

The number of parking spaces being built.

Office Space

The number of m2 office space being realized.

Shop Space

The number of m2 shops being realized.

Other

The number of other units being realized.

Ground

Number of m2 land being realized.

Ground Position

The project's land holding.

Land Status

Status of the land that is required for the realization of the project.

Date Ground Purchased

The date the land was purchased for the project.

Financial

Released Budget

The budget released for the project.

Provision

The provision for the project.

Expected Investment

The project's expected investment.

Administration Third Party

Checked if the administration is done by a third party.

Success Percentage

The expected rate of success.

Risk Percentage

The share that is carried in the project, both in terms of revenue as in risk for a possible negative outcome.

Charged by Hour

Indicates whether the hours within this project are to be charged or not to be charged to the customer.

Release deviation on Cost Category

Here you can choose as a default setting for all budgets to release or not to release the deviations on cost category or to use the setting as specified at budget level.

At the end of the realization, the administration will at any time make use of this setting to release all free budget space on cost category to offset all deficits elsewhere. However, you can quickly default on the budgets again by using this setting back to put on the setting budget levels.

Release deviation on Contract

Her you can choose as a default setting for all budgets to release or not to release the deviations on contract budgets or to use the setting as specified at budget level.

At the end of the realization, the administration will at any moment make use of this setting to release all free budget space on cost category to offset all deficits elsewhere. However, you can quickly default on the budgets again by using this setting back to put on the setting budget levels.

Purchasing Conditions

Here you can choose which purchasing conditions are applicable.

Selling Conditions

Here you can choose which selling conditions are applicable.

Status

Status Indicator

A list that classifies a project in terms of progress and budget control into one of the six possible classes. See also Project Statuses.

Date of Last Review

The date the last review of the project took place.

Next Review

The date the next review of the project is planned.

Definition

The definition of the status.

Status

A textual explanation of the project's status.

Restrictions

Filter Suppliers

This filter is used to control at project level which orders can be linked to the project. An example: If you select only the project you are working on in the Filter and for example your filter for order takers is ‘^025’, then you will see only the orders from order takers whose code starts with ‘025’. If you select all projects in the filter and for example your ‘Filter Order Takers’ is ‘^ 025’, then you will see all orders of order takers. If now you choose an order taker, then it's code has to start with ‘025 ’. If the code of the order taker doesn't begin with ‘025’, you will get an error when saving the project data.

The filter is specified as a regular expression (see the ‘Oracle SQL Reference’) and has a maximal length of 512 characters. With more than 512 characters you get an error message.

Filter Invoice Parties

This filter is used to control at project level which invoices can be linked to the project. An example: If you select only the project you are working on in the Filterand for example your filter for invoice organizations is ‘^025’, then you will see only the orders from invoice organizations whose code starts with ‘025’. If you select all projects in the filter and for example your ‘Filter Invoice Organizations’ is ‘^ 025’, then you will see all orders of invoice organizations. If now you choose an invoice, then it's code has to start with ‘025’. If the code of the invoice doesn't start with ‘025’, you will get an error when saving the project data.

The filter is specified as a regular expression (see the ‘Oracle SQL Reference’) and has a maximal length of 512 characters. With more than 512 characters you get an error message.

<layout> tag

Full Name for Use in Lists

The name being used to show the project in lists and on reports. Default construction: city-name-code. In case you want to use another name to show the project, you can use an Additional Business Rule.

Sort Order

The name used in the drop down boxes to sort the projects. Default construction: code-city-name.

In case you want to use another sorting direction, you can use an Additional Business Rule.

Classifications

Classification

The classification of the project. A classification is a label that can be attached to a project, an organization, a process or a document. Using these labels you can find your information more efficient.

Workflow

Process

Reference to a process as registered inProcesses.

Status

Reference to a process status as registered in Process Statuses.

Process Holder

Reference to a process holder as registered in Processes.

Documents

Opens the screen containing the documents of the project.

Cash flow projections

Opens the screen containing all the cash flow projections of the project.

Project Statuses

Opens the screen containing the project statuses of the project.

Open Processes

Opens the screen containing the open processes of the project.

Budgets

Opens the screen containing the budgets of the project.

Project Versions

Opens the screen containing the project versions of the project.

Projects Workbank

Opens the screen containing the project workbank of the project.

Hours

Opens the screen containing the hours of the project.

Orders

Opens the screen containing the assignments of the project.

Revenues

Opens the screen containing the revenues of the project.

Project File (PDF)

Opens the screen where you can request the task of the report parameters from the report project dossier.