Actions
You can access project actions in the project detail view via the three-dot menu at the top right. There you will find all available actions for the currently open project.
Available actions
Section titled “Available actions”Depending on the status of the project and your permissions, the following actions are available in the menu, among others:
- Delete removes the project after a confirmation prompt.
- Generate PDF creates a PDF for the project.
- Export project stock as Excel exports the current stock of the project container as an Excel file.
- Export deliveries as Excel exports the project-relevant article data as an Excel file.
- Reset stock opens the dialog for clearing the project stock.
Resetting project stock
Section titled “Resetting project stock”If there is still material on a project, the project stock can be cleared directly from project actions. To do this, open the three-dot menu in the project detail view and select the option to clear the project stock.
A dialog then appears in which you specify how the existing remaining stock should be resolved:
- Warehouse creates completed loading and return lists with a selected warehouse
- Lost creates a completed loss list for positive remaining stock
- Inventory posts the stock out via technical stock-take adjustment entries
When switching to Done
Section titled “When switching to Done”The same behavior is also available when changing the status to Done. If a project still has a stock that deviates from zero and you set it to Done, a dialog also appears.
There you can choose whether the stock should:
- remain on the project, or
- be resolved via Warehouse, Lost or Inventory.
After the stock has been successfully resolved, the project is set to Done. However, if there are still material lists that do not have the Done status, the status change is blocked.