Project Basics

A Project is the central unit of work in GreenVee. Everything — schedules, budgets, tasks, risks, documents — ultimately belongs to a project.

Core fields

Field	What it means
Title	The project’s display name
Project Type	A master-data classification (e.g. “PV Installation”, “Grid Upgrade”) — set by your administrator
Customer	The company in the customer role for this project
Planned start / end	The originally scheduled dates
Actual start / end	Dates recorded as work begins and finishes
Address	The physical site location
Budget goal	The target budget amount
Currency	The currency for all financial figures on this project
Tags	Free-form labels for filtering and grouping

Project Phase

Every project has a Project Phase field that shows where it is in its lifecycle. Phases follow a fixed sequence:

Initial → Definition → Planning → Execution → Closing → Successfully Closed

A project can also exit to Cancelled at any point.

For a full explanation of what happens at each phase, see Project Lifecycle.

Where a project sits in the hierarchy

Relationship	Required?	Details
Portfolio	Yes	Every project must belong to exactly one portfolio
Program	No	Optionally groups the project with related projects under a strategic banner

See Portfolios & Programs for more on how these containers work.

Optional links to other records

A project can be connected to two other important records in GreenVee:

Technical Structure (plant) — a 1-to-1 link to the physical asset being built or maintained. When this link exists, project data and asset data stay in sync. One project, one plant.

Order — a 1-to-1 link to the sales-side record that authorized this project. When the link exists, you can trace project costs and progress back to the commercial agreement that started it.

Both links are optional. Many projects operate without them, especially in early phases before an asset has been formally commissioned or before a sales order is raised.

Note

The Project Type field is master data — it comes from a shared list maintained by your administrator. It classifies what kind of project this is. The Project Phase field, by contrast, records where in its lifecycle the project currently is.

For Project Managers

Set planned start/end dates as early as possible. Many schedule calculations — including segment start offsets and task scheduling — reference the project’s planned start date.