After creating a project in DaaI Business Suite, you can view, search, update, and track all projects from a single place.
🔍 Viewing Projects
- Go to Menu → Projects → Project List.
- You’ll see all previously created projects.
- Use Search or Filter to quickly find a specific project.
- Click on a project name to open its detailed record view.
✏️ Edit Project
- Click Edit (top right).
- Modify fields like Title, Client, Dates, Type, Technology, or Status.
- Click Save to apply changes.
❌ Delete Project
- Open the project → click Edit (top right).
- Scroll to bottom → click Delete (Red).
⚠️ Restriction: A project can only be deleted if no Invoices/Proforma are attached.
📋 Project Tabs
When you open a project, you’ll see a detailed record view with multiple sections:
📁 Project Summary
Clicking on any project in the list opens a detailed view showing all related information same as Projects, also it includes other financials details as follow:
| Field Name | Purpose |
|---|---|
| Project Name | Custom title identifying the project. |
| Client | Linked client for this project. |
| Client ID | Internal reference number for the client. |
| Project Owner | Person responsible for managing the project. |
| Project Type | Nature/category (e.g., Development, Launch). |
| Project Technology | Required skillset, technology stack, or tools. |
| Project Status | Current progress/stage (e.g., Started, Completed). |
| Project Currency | Billing and financial currency. |
💰 Project Statement (Financial Summary)
Displays all financial details for the project.
Learn more about Project Statement refer article Project Statement Tab
| Field Name | Description |
|---|---|
| Amount | Total value of the project (based on Proforma or Invoices). |
| Invoiced Amount | Value of invoices already raised. |
| Uninvoiced Amount | Value yet to be invoiced. |
| Paid Invoiced Amount | Payments received against invoices. |
| Unpaid Invoiced Amount | Balance payment still pending. |
| Attachments | Any files/documents uploaded. |
| Notes | Internal remarks or comments. |
Learn more about Project Statement refer article Project Statement Tab
🎯 Dropdown Values
- Purpose: Helps categorize and track projects by Type, Technology, and Status.
- You can add/edit/delete these dropdowns:
- Go to Settings → Dropdown Options → Projects
- Choose: Project Type / Project Technology / Project Status
- For step-by-step guide, refer to article: 🔗How to add/edit/delete dropdown values?
✅ Summary: From the Project List, you can view, edit, or delete projects. Opening a project shows the Summary (basic details), Financial Statement (billing breakdown), and attached files/notes. Dropdowns (Type, Technology, Status) can be managed from Settings → Dropdown Options.