Information page

The information page of the project line display three kind of information :

  • The product (name, variant use in the project line and product information)
  • The due date information(calculated due date, the applied workflow and the checkpoint used to calculted the due date) and the list of milestones (with their names, their planned due dates and their expected dates, the statuts) and the adding or removing a milestones
  • Price quantity with the total quantity, the total price and the different split used on this project line.

1. Product information

Winddle allways displayed the product and the variants used in a project line on the grey area.

Product name

The project line owner can change the product by clicking on its name and open a popover with the list of  all the products available . If you want to use a new product, you have to create it before on the product page.

Variants

If the product have variants available, the Variants fields is showing which variants is selected for this project line. If you have more than 3 variants selected, Winddle will provide the name of the first three variants and the number of how much more. By clicking on the variants names, the project line owner can select all the variants this project line include. If you need to create a extra variant, you can do it from the product page.

Product information

If you expand the window, the different fields defined in your Company Settings will be displayed:

You are not able to modify the field, but you can acces directly the product page (more information about product page)

Note: Only the currently selected hierarchy level is displayed, hover over to display its place in the overall product category hierarchy.

 

Note: The product field are displayed according the product category. 

 

2. Due Date and Milestones details

The second box give you schedule and status information including the due date of the project line and the list of all the milestones. 

On the grey area, you will see the project line due date with the status of the project line and the next milestones with their status. If you are the project manager, you can easily change the due date by clicking on it .

As explain in Dates Calculation section, the due date of a project line is a fixed date, the target completion date of a project line. In a given workflow, that completion date may not be the last checkpoint, Winddle has thus introduced the concept of a delivery checkpoint. The delivery checkpoint is just a normal checkpoint which has been marked as the reference point for the due date of the project line to calculate the project line status. The delivery checkpoint can be modified by clicking on it when the Due date and milestones details box is expanded.

When the box is expanded, Winddle displays ,the calculated due date (more information here), the delivery checkpoint, the applied workflow and  the milestone list. 

The list of milestones provide the milestone name, the planned due date, the expected or Actual date  and the status of the milestone.

Milestones are linked to a specific Checkpoint in the project line and can be thought of as observers on the Checkpoint progress. When creating a milestone, an expected due date must be set: the status of the milestone will then be calculated by comparing this fixed, expected due date to the current due date of the checkpoint. Milestones are a way to add intermediate status to a project line, instead of only looking at the date of the delivery checkpoint.

As a project manager, you are able to manage the milestones. You can add or remove a milestone and change it planned due date.

When you add a milestone, Winddle will ask you with which checkpoint you want le link the milestone, the milestone name and the expected due date of the milestone. By default the expected due date will be the due date of the checkpoint but you can change the value if needed.

In the Milestone list, the line manager can change the name of a milestone by clinking on it. Hover over the information icon  to display the name of Checkpoint used. It s also display the status of the Checkpoint.

The planned due date can also be modified by the line manager.

 

Milestones are linked to a specific Checkpoint in the project line and can be thought of as observers on the Checkpoint progress. When creating a milestone, an expected due date must be set: the status of the milestone will then be calculated by comparing this fixed, expected due date to the current due date of the checkpoint. Milestones are a way to add intermediate status to a project line, instead of only looking at the date of the delivery checkpoint.

As a project manager, you are able to manage the milestones. You can add or remove a milestone and change it planned due date.

When you add a milestone, Winddle will ask you with which checkpoint you want le link the milestone, the milestone name and the expected due date of the milestone. By default the expected due date will be the due date of the checkpoint but you can change the value if needed.

In the Milestone list, the line manager can change the name of a milestone by clinking on it. Hover over the information icon  to display the name of Checkpoint used. It s also display the status of the Checkpoint.

The planned due date can also be modified by the line manager.

 

3. Prices and Quantities

On the Prices and quantities area, Winddle display the total quantity of product involved in the project line and (if needed) the total price for these product.

If only total price and total quantity is useful, the owner of the project line can update the information directly from the grey area.

If the user need more accurate information and want to split the quantity and assign a different price regarding different criteria , it can do by clicking on view/edit prices and quantities.Winddle can split the quantity by variants ( if you have selected multiple variants ), sizesets (if the sizeset have been created in company settings) or any others customs criteria. If you have selected split by variants, you can combine it with an other criteria ( the screen shot is a variants/custom split ).

Winddle allows you to use a different split for the quantity and for the price. As an example you can split the quantity by size and have a same price for all the size.You can select the split by clicking on quantity split or price split bellow the table.You can also manage your custom values and add, rename or delete the values.

You can also change the currency of the table (by default it will use the currency selected in your user setting).

if you have used splits, the total quantity or total price will be automatically calculated.

Note: when switching from one split type to another, Winddle will try to keep as much information as possible from one split type to another type, in particular, when switching from 2 dimensions to 1 dimension, but in general, it's a good idea to select the split type before entering any values as switching from one type to another may lead to data loss.

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