After creating a project in Daai Business Suite, you can view, search, update, and track all projects from a single place. Opening a project gives you tabs for the Details, file Attachments, the Project Statement (financial summary), and the Change Log (audit trail).
🔍 Viewing Projects
📍 Screen: Billing → Projects. The list of all previously created projects opens in the main grid.
- You will see all previously created projects in the list.
- Use the Search box or column Filters to quickly find a specific project.
- Click any project row to open its detailed record view in the side aside on the right.
- While the aside is open in VIEW mode, use the ◀ / ▶ arrows in the aside header to step through the previous / next record without closing the panel.
💡 Tip: The aside header shows the project name, the internal record id (
#…), and a VIEW / EDIT / ADD badge so you always know which mode you are in. The ◀ / ▶ arrows are only available while the Details tab is active and you have Read All permission.
✏️ Edit Project
📍 Screen: Open the project from Billing → Projects, then click the Edit button at the top-right of the aside header. The aside switches from VIEW mode into EDIT mode and the fields become writable.
- Modify any of the editable fields listed below.
- Click the green Update button (top-right of the aside) to save your changes — the button shows a spinner with the label “Updating…” and is disabled while the request is in-flight, so you cannot accidentally double-save.
- Click the ✕ close icon to discard. If you have unsaved changes, the system warns you with a “You have unsaved changes!” prompt before closing.
Editable fields
| Field | Notes |
|---|---|
| Project Name | Custom title identifying the project. Mandatory. |
| Client | Linked client. Currency follows the client (see Currency note below). Mandatory. |
| Project Owner | The internal employee responsible for the project. The dropdown lists users who carry permission on the Projects module. Resigned users still appear here when you are editing an existing project, so historic ownership stays intact — they will not appear when adding a new project. Mandatory. |
| Project/Job Type | Nature / category (e.g. Development, Launch). Values managed in Settings → Dropdown Settings → Projects. Mandatory. |
| Project/Job Category | Required skillset, technology stack, or domain. Values managed in Settings → Dropdown Settings → Projects. Mandatory. |
| Project Status | Current progress / stage (e.g. Started, In Progress, Completed). Visible as a coloured chip on the project view. Status colours and icons are configurable from Settings → Dropdown Settings. Mandatory. |
| Estimated Cost | The expected total value of the project. Used as a guard-rail when converting Proforma → Invoice (see warning below). Money fields accept full precision and display 2 decimals. Mandatory. |
| Notes | Internal remarks or comments. Optional. |
| Attachments | Add or remove supporting documents (contracts, plans, etc.) via the file picker or the upload dialog. Accepts JPG, PNG, and PDF. |
📌 Currency note: the project’s currency cannot be edited from this form — it is inherited from the linked Client. Currency now lives on the Client profile (not on the project), because client invoices may not have a project. To change a project’s currency, change the linked client’s currency.
⚠️ Edit restrictions: once invoices, proformas, or credit notes exist on a project, the linked Client becomes read-only to keep historical billing consistent. Other fields stay editable. The system itself is the source of truth — if a server-side rule blocks an edit, the error will surface as a notification when you click Update.
⚠️ Estimated Cost guard-rail: when you later convert a Proforma to an Invoice, if the invoice amount exceeds the project’s Estimated Cost the system shows a confirmation alert before letting the conversion through. Keep Estimated Cost realistic so this warning does its job.
❌ Delete Project
📍 Screen: Open the project’s Details tab in the aside. The red Delete button sits at the bottom of the form section (visible only when you have Delete permission on the Projects module).
- Click the red Delete button.
- Confirm the prompt that says “Action : Delete Record”.
- The aside closes and the project list refreshes — the deleted record is gone.
⚠️ Restriction: a project can only be deleted if no Proforma, Invoice, Payment, or Credit Note is attached to it. If any of those exist, deletion is blocked by the server and you will see an error notification instead. In that case you can still edit the project (within the limits above), or change its Project Status to Completed / Closed / Cancelled as a soft alternative.
📋 Project Tabs
When you open a project, the aside shows multiple tabs across the top. Each tab is a separate screen within the same record — click a tab to switch the view.
📍 Screen: Across the top of the aside, you will see Details, Attachments, Statement, and Logs. The Attachments tab is shown only to users with Update permission, and the Logs tab is shown only to users with Changelog permission. The ◀ / ▶ Previous / Next record arrows in the aside header are only available while the Details tab is active.
📁 Details — Project Summary
Clicking on any project in the list opens the Details tab showing all related information same as the Projects overview, plus the financial figures listed below.
| 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/Job Type | Nature / category (e.g. Development, Launch). |
| Project/Job Category | Required skillset, technology stack, or domain. |
| Project Status | Current progress / stage (e.g. Started, In Progress, Completed). |
| Currency | Inherited from the linked Client (read-only here). |
| Estimated Cost | Expected total project value, used as the guard-rail on Proforma → Invoice conversions. |
💰 Statement — Financial Summary
Displays all financial details for the project. Learn more in the 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. |
📎 Attachments
- Every uploaded document is shown as a doc-chip (the same expense-aside style used everywhere in the suite).
- Each chip carries inline Open (eye icon) and Download actions — no need to enter Edit mode just to view a file.
- Add or remove files by switching to Edit mode on the Details tab; both the file picker and the upload dialog accept JPG, PNG, and PDF files.
- If no documents are attached, the tab shows a clean “No documents attached” empty state.
📜 Logs — Change History
- Full audit trail of every edit made to the project record.
- Timestamps are shown as
dd-MMM-yyyy HH:mm(Indian standard format). - Change-log entries are now captured at Save / Update (not on every keystroke), so the log records exactly what was committed — no draft noise.
- Deleting a project also writes a “Record Delete.” entry into the log so the action is traceable.
🎯 Dropdown Values
- Purpose: helps categorize and track projects by Type, Category, and Status.
- You can add / edit / delete these dropdowns from Settings → Dropdown Settings → Projects.
- Choose: Project Type / Project Category / Project Status.
- For a step-by-step guide, refer to the article: 🔗 How to add / edit / delete dropdown values.
📌 Key Points
- Currency follows Client: changing currency means editing the Client, not the project.
- Edit lock on Client field: once any Proforma / Invoice / Credit Note exists on the project, the Client cannot be re-pointed.
- Delete is hard-gated: any attached Proforma / Invoice / Payment / Credit Note blocks deletion outright.
- Project Owner dropdown is restricted to users with the Projects module permission; resigned users surface only when editing an existing record.
- In-flight guard: the Update and Save buttons disable themselves and show a spinner while the request is in progress, preventing duplicate submissions.
- Permission-driven UI: the Edit button needs Update permission, the Delete button needs Delete permission, the Previous / Next arrows need Read All, and the Logs tab needs Changelog.
💡 Tips
- Set Estimated Cost realistically when you create the project — it powers the over-budget warning during Proforma → Invoice conversion.
- Use Project Status as a soft “close” when a project should not be deleted but is no longer active.
- Use the ◀ / ▶ arrows in the aside header to scan through projects without going back to the list.
- Open files straight from the doc-chip’s eye icon — no need to switch into Edit mode.
- Watch for the VIEW / EDIT / ADD badge in the aside header so you always know which mode you are working in.