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Prolecto Projects Task Coordinator
The Prolecto Project Task Coordinator consists of two major functions:
1. Projects: a Projects record concept that tracks Revenue, Job Costing and Capitalization projects. Automatically created in the background as you work with opportunities, estimates or sales orders. Projects can then be automatically linked to subsequent records.
2. Task Coordinator: The Project Task Coordinator is a special custom record designed to deem a transactional line as key coordination relative to status. For example, when a sales order has a drop purchase order, the copied sales order line on the purchase order line runs independently. But it effectively is the same line. Thus tracking is independent of the sales order and purchase order yet cross-referenced. Not only does it track line information, but at the header.
1. Projects: a Projects record concept that tracks Revenue, Job Costing and Capitalization projects. Automatically created in the background as you work with opportunities, estimates or sales orders. Projects can then be automatically linked to subsequent records.
2. Task Coordinator: The Project Task Coordinator is a special custom record designed to deem a transactional line as key coordination relative to status. For example, when a sales order has a drop purchase order, the copied sales order line on the purchase order line runs independently. But it effectively is the same line. Thus tracking is independent of the sales order and purchase order yet cross-referenced. Not only does it track line information, but at the header.
Bundle ID
Ask for Bundle ID: 191416.
Version History
20240212.RC
- Added support for queries as project economics data sources. Queries can be used to update project economics in real-time or on a schedule.
- Added logic to stamp project records with the oldest associated transaction which is typically the transaction that led to the creation of the project.
- Added an option to force background creation of PRI Project regardless of transaction line count.
- Added an option to prevent locking sales order when project-related operations are happening in the background.
- Fixed bugs related to legacy mode.
20231222.RC
- Added a GL Impact sublist to the PRI Project record.
- Added an app.setting to allow showing revenue actuals for legacy revenue projects even before project completion. With this setting off, revenue actuals will only be shown on completed projects.
20230228.RC
Major enhancement to produce an extensible project system solving for Revenue, Capitalization and Job Costing. - Added support for defining client-specific project types/views.
- Added an app setting to allow making project fields read-only with the possibility of one-time configuration during creation.
- Migrated app settings for legacy revenue project data sources to the new consolidated app setting for consistent specification. Also, added an app setting to allow reverting to the old way of specifying legacy revenue project data sources, if needed.
20221124.RC
Minor refinements.
20220923.RC
A significant enhancement to the Project concept. We now distinguish the original projects as type Revenue. However, we introduce two new projects concept called Job Costing and Capitalization.
20220704.RC
Refinements for work with queues and prior to major overhaul for Job Costing.
20211107.RC
Updated to reflect better queue management and app.settings.
20180314.RC
Enhancements for project tasks submission recalculations and refinements for project date / coordination date logic.
20180210.BETA
Enhancements for state machines between project tasks and projects. Includes calculated amounts at project level for operational and financial performance.
20180107.RC
Enhancements for copy routines. Refinements for statuses and inline edit functions.
20170908.RC
Refinements to drive automated project shipping schedule driving off the Content Renderer Engine
20170829.RC
Refinements for copy sales order features depending on project situation.
20170821.RC
Additional production refinements.
20170811.RC
Refinements for implementation
20170623.RC
Initial release
- Added support for queries as project economics data sources. Queries can be used to update project economics in real-time or on a schedule.
- Added logic to stamp project records with the oldest associated transaction which is typically the transaction that led to the creation of the project.
- Added an option to force background creation of PRI Project regardless of transaction line count.
- Added an option to prevent locking sales order when project-related operations are happening in the background.
- Fixed bugs related to legacy mode.
- Added a GL Impact sublist to the PRI Project record.
- Added an app.setting to allow showing revenue actuals for legacy revenue projects even before project completion. With this setting off, revenue actuals will only be shown on completed projects.
20230228.RC
Major enhancement to produce an extensible project system solving for Revenue, Capitalization and Job Costing. - Added support for defining client-specific project types/views.
- Added an app setting to allow making project fields read-only with the possibility of one-time configuration during creation.
- Migrated app settings for legacy revenue project data sources to the new consolidated app setting for consistent specification. Also, added an app setting to allow reverting to the old way of specifying legacy revenue project data sources, if needed.
20221124.RC
Minor refinements.
20220923.RC
A significant enhancement to the Project concept. We now distinguish the original projects as type Revenue. However, we introduce two new projects concept called Job Costing and Capitalization.
20220704.RC
Refinements for work with queues and prior to major overhaul for Job Costing.
20211107.RC
Updated to reflect better queue management and app.settings.
20180314.RC
Enhancements for project tasks submission recalculations and refinements for project date / coordination date logic.
20180210.BETA
Enhancements for state machines between project tasks and projects. Includes calculated amounts at project level for operational and financial performance.
20180107.RC
Enhancements for copy routines. Refinements for statuses and inline edit functions.
20170908.RC
Refinements to drive automated project shipping schedule driving off the Content Renderer Engine
20170829.RC
Refinements for copy sales order features depending on project situation.
20170821.RC
Additional production refinements.
20170811.RC
Refinements for implementation
20170623.RC
Initial release
- Added support for defining client-specific project types/views.
- Added an app setting to allow making project fields read-only with the possibility of one-time configuration during creation.
- Migrated app settings for legacy revenue project data sources to the new consolidated app setting for consistent specification. Also, added an app setting to allow reverting to the old way of specifying legacy revenue project data sources, if needed.
Minor refinements.
20220923.RC
A significant enhancement to the Project concept. We now distinguish the original projects as type Revenue. However, we introduce two new projects concept called Job Costing and Capitalization.
20220704.RC
Refinements for work with queues and prior to major overhaul for Job Costing.
20211107.RC
Updated to reflect better queue management and app.settings.
20180314.RC
Enhancements for project tasks submission recalculations and refinements for project date / coordination date logic.
20180210.BETA
Enhancements for state machines between project tasks and projects. Includes calculated amounts at project level for operational and financial performance.
20180107.RC
Enhancements for copy routines. Refinements for statuses and inline edit functions.
20170908.RC
Refinements to drive automated project shipping schedule driving off the Content Renderer Engine
20170829.RC
Refinements for copy sales order features depending on project situation.
20170821.RC
Additional production refinements.
20170811.RC
Refinements for implementation
20170623.RC
Initial release
Refinements for work with queues and prior to major overhaul for Job Costing.
20211107.RC
Updated to reflect better queue management and app.settings.
20180314.RC
Enhancements for project tasks submission recalculations and refinements for project date / coordination date logic.
20180210.BETA
Enhancements for state machines between project tasks and projects. Includes calculated amounts at project level for operational and financial performance.
20180107.RC
Enhancements for copy routines. Refinements for statuses and inline edit functions.
20170908.RC
Refinements to drive automated project shipping schedule driving off the Content Renderer Engine
20170829.RC
Refinements for copy sales order features depending on project situation.
20170821.RC
Additional production refinements.
20170811.RC
Refinements for implementation
20170623.RC
Initial release
Enhancements for project tasks submission recalculations and refinements for project date / coordination date logic.
20180210.BETA
Enhancements for state machines between project tasks and projects. Includes calculated amounts at project level for operational and financial performance.
20180107.RC
Enhancements for copy routines. Refinements for statuses and inline edit functions.
20170908.RC
Refinements to drive automated project shipping schedule driving off the Content Renderer Engine
20170829.RC
Refinements for copy sales order features depending on project situation.
20170821.RC
Additional production refinements.
20170811.RC
Refinements for implementation
20170623.RC
Initial release
Enhancements for copy routines. Refinements for statuses and inline edit functions.
20170908.RC
Refinements to drive automated project shipping schedule driving off the Content Renderer Engine
20170829.RC
Refinements for copy sales order features depending on project situation.
20170821.RC
Additional production refinements.
20170811.RC
Refinements for implementation
20170623.RC
Initial release
Refinements for copy sales order features depending on project situation.
20170821.RC
Additional production refinements.
20170811.RC
Refinements for implementation
20170623.RC
Initial release
Refinements for implementation
20170623.RC
Initial release
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Marty Zigman
Holding all three official certifications, Marty is regarded as the top NetSuite expert and leads a team of senior professionals at Prolecto Resources, Inc. He is a former Deloitte & Touche CPA and has held CTO roles. For over 30 years, Marty has produced leadership in ERP, CRM and eCommerce business systems. Contact Marty to set up a conversation.
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