Skip to content

Project

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
PropertyTypeDescription
idUUIDUnique identifier
codenumberAuto-increment code
namestringProject name
companyIdUUIDAssociated company ID
userIdUUIDProject owner/creator ID
managerIdUUIDProject manager ID
statusIdUUIDProject status ID
dueDateDateDue date
estimatedValuesnumberEstimated value (€)
externalIdstringExternal ID (for ERP sync)
createdAtDateCreation timestamp
updatedAtDateLast update timestamp
RelationshipEntityTypeDescription
companyCompanyMany-to-OneAssociated company
userUserMany-to-OneProject owner
managerUserMany-to-OneProject manager
statusStatusMany-to-OneProject status
briefsBrief[]One-to-ManyAssociated briefs
quotesQuote[]One-to-ManyAssociated quotes
Company
└── Project
├── Brief 1
├── Brief 2
├── Quote 1
└── Quote 2
  1. Sales Pipeline: Track packaging opportunities through project lifecycle
  2. Client Management: Group all packaging requests for a specific client engagement
  3. Status Tracking: Monitor project progress via status field
  4. ERP Integration: Map projects to ERP opportunities or sales orders
  5. Reporting: Aggregate briefs and quotes for project-level reporting

Field Mapping:

HIPE FieldERP FieldNotes
project.idExternal Reference IDStore for traceability
project.codeProject NumberHuman-readable number
project.nameProject Name
project.companyIdCustomer IDRequires company sync
project.estimatedValuesOpportunity ValueIn €
project.dueDateExpected Close Date
project.externalIdERP Project/Order ID