A Project groups briefs and quotes for a specific business opportunity. It serves as an organizational container that links packaging requests (briefs) and customer quotes together under a single client engagement or sales opportunity.
- Group related briefs and quotes
- Track business opportunities
- Organize client engagements
- Manage project status and timeline
- Associate packaging requests with sales pipeline
| Property | Type | Description |
|---|
id | UUID | Unique identifier |
code | number | Auto-increment code |
name | string | Project name |
companyId | UUID | Associated company ID |
userId | UUID | Project owner/creator ID |
managerId | UUID | Project manager ID |
statusId | UUID | Project status ID |
dueDate | Date | Due date |
estimatedValues | number | Estimated value (€) |
externalId | string | External ID (for ERP sync) |
createdAt | Date | Creation timestamp |
updatedAt | Date | Last update timestamp |
| Relationship | Entity | Type | Description |
|---|
company | Company | Many-to-One | Associated company |
user | User | Many-to-One | Project owner |
manager | User | Many-to-One | Project manager |
status | Status | Many-to-One | Project status |
briefs | Brief[] | One-to-Many | Associated briefs |
quotes | Quote[] | One-to-Many | Associated quotes |
- Sales Pipeline: Track packaging opportunities through project lifecycle
- Client Management: Group all packaging requests for a specific client engagement
- Status Tracking: Monitor project progress via status field
- ERP Integration: Map projects to ERP opportunities or sales orders
- Reporting: Aggregate briefs and quotes for project-level reporting
Field Mapping:
| HIPE Field | ERP Field | Notes |
|---|
project.id | External Reference ID | Store for traceability |
project.code | Project Number | Human-readable number |
project.name | Project Name | |
project.companyId | Customer ID | Requires company sync |
project.estimatedValues | Opportunity Value | In € |
project.dueDate | Expected Close Date | |
project.externalId | ERP Project/Order ID | |