Execute project

Execute service and maintenance process

All work orders are linked to projects. This flow explains how to execute service and maintenance work orders. See the “Service and Maintenance” business process and related sub-processes for details.

You can access the process hierarchy directly or through the flow.

Generate invoice proposal

A project invoice proposal is a preliminary invoice where all chargeable project transactions such as hour, item, fee, expense, sales order and item requirement transactions can be selected.

Execute rental process (new draft version)

Use the Execute rental process flow after you initialize the project. This phase covers the execution of project-related activities.

You can procure products and services and track every cost and revenue against the project contract and customer budget.

In this phase, you can:

• Manage work by using work breakdown structures.
• Handle project forecasts and budgets.
• Manage rental orders through the project.
• Post actual costs, such as hours, expenses, items, and fees.
• Prepare the customer invoice.