Projects · Reference

Field reference

Every field on every Projects form: label in English and Arabic, type, whether it is required, its limits, a valid example and what the system refuses.

On this page (50)

Create Project Create Project (API only)Import projects Edit Project Edit Project (API only)Project 360 header Project 360 > Actions > Change status Close checklist Add Team Member Add to activity Phases / WBS Phases / WBS (API only)Task dialog Task dialog (hidden)Milestone dialog Gantt > Dependencies Gantt > Baselines Daily progress Configuration > Project Types Configuration > Feature Profiles Configuration > Project Templates Configuration > Cost Codes Configuration > Lookup lists Configuration > Approval Rules Configuration > Resources Configuration > Estimation Library Configuration > Assemblies Project Settings Project Settings > Accounting Applications > Project Management > Features Applications > Project Management > Fields Budget > Budget versions (draft lines)Budget change dialog Estimation (draft lines)Estimation (API)New BOQ version BOQ lines AI BOQ import Resources > Project team Resources > Assignments Log Time Add Expense Expenses (API only)Forecast Revenue recognition Purchase request Material plan New subcontract Subcontract (API only)Subcontractor claim

Create Project

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Project name	اسم المشروع	Text	Yes	Max 200 (longer text is cut, not refused)		Al Barsha Villa Fit-out	Empty -> 'This is required.'
Template	القالب	Select	No	Active templates of this company; choosing one also sets Project type and Billing method. Blank = 'Blank project'	Blank project	Construction Project	(API) a template of another company -> 'Choose a template from this company.'
Project type	نوع المشروع	Select	No	Types of this company; gives the feature profile and default billing method		Construction	(API) a type id of another company -> 'Choose one from this company.'
Customer	العميل	Search + select (partner)	No	Partners that are not suppliers (searched, 50 shown). Needed later to invoice		Test Customer LLC (Dubai)	(API) another company's partner -> 'Choose one from this company.'
Billing method	طريقة الفوترة	Select	No	Billing methods lookup: Fixed Price, Milestone, Time & Material, Progress %, Quantity / BOQ, Cost Plus, Retainer, Recurring, Manual, Hybrid. Max 20	From template / type, else Fixed Price	Progress %
Start date	تاريخ البدء	Date	No	Blank = today; the year forms the code PRJ-<year>-NNN	Today	2026-10-01	'2026-13-01' (API) -> 'Enter a valid date.'
Planned finish	الانتهاء المخطط	Date	No	Not before the start. Blank = start + 90 days, or the end of the template's phases. With a template, giving it stretches/shrinks the template to fit		2027-03-29	2026-09-01 with start 2026-10-01 -> 'The finish cannot be before the start.'
Contract value	قيمة العقد	Number (AED)	No	Any number; NOT checked for negative values. A template's draft budget is 85% of it		1000000	'abc' (API) -> 'Enter a number.'
Project manager	مدير المشروع	Text	No	A name; creates a team member with role 'Project Manager' and makes them the manager		Test Manager One
Branch / Department / Cost centre	الفرع / القسم / مركز التكلفة	Select (dimension values)	No	Shown only when the company has values; every invoice, bill, PO and journal of the project carries them		DXB Dubai branch	(API) a value of another dimension -> 'Choose one from this company.'
Location	الموقع	Text	Conditional	Max 160; field setting 'projects.project.location' can hide it or make it required. Portfolio 'Region' = the text after the last comma		Al Barsha, Dubai	Required by the company and empty -> 'Project location is required by this company.'
Contract number	رقم العقد	Text	Conditional	Max 60; field setting can hide / require / lock it		CN-2026-0042	Hidden by the company and sent (API) -> 'Contract number is turned off for this company.'
Customer PO	أمر شراء العميل	Text	Conditional	Max 60; field setting can hide / require / lock it		PO-778812	Required and empty -> 'Customer PO is required by this company.'
Commercial tags	الوسوم التجارية	Checkboxes	No	Commercial tags lookup (Fixed Price, Time & Material, BOQ Based, Milestone, Recurring, Turnkey, EPC); max 20 tags of 40 chars; first tag shows on the card		Turnkey
Description	الوصف	Text area	Conditional	Max 20000; field setting can hide or require it		Fit-out of a 4-bedroom villa	Required and empty -> 'Project description is required by this company.'

Create Project (API only)

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Code	رمز المشروع	Text	No	Blank = <prefix>-<start year>-NNN (first free number, 3 digits). Unique in the company; max 30		PRJ-2026-001	An existing code -> 'That project code is taken.'

Import projects

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
CSV file	ملف CSV	File (.csv)	Yes	Header row; columns name/project/project_name, code, start/start_date, end/end_date/planned_finish, contract_value/value, manager/project_manager, location, description. Quoted commas allowed		name,start_date,end_date,contract_value\nTest Import A,2026-10-01,2026-12-31,50000	A row without a name -> log 'Skipped a row without a name.'; a taken code -> '<name>: That project code is taken.'

Edit Project

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Project name	اسم المشروع	Text	Yes	Max 200			Cleared -> 'This is required.'
Project type	نوع المشروع	Select	No	Types of this company (list comes from Configuration)		Fixed Price
Billing method	طريقة الفوترة	Select	Yes	No blank option; max 20		Milestone
Project manager	مدير المشروع	Select (team member)	No	Members of this project's team; the manager's user receives approval and alert notices		Test Manager One
Project director	مدير البرنامج	Text	No	Max 120		Test Director
Start date / Planned finish	تاريخ البدء / الانتهاء المخطط	Date	No	Finish not before start			Finish before start -> 'The finish cannot be before the start.'
Expected finish	الانتهاء المتوقع	Date	No	Header shows days remaining to it; later than planned finish shows 'Behind n days' in health; a change order's schedule days add to it		2027-04-12
Contract value	قيمة العقد	Number	No	Blank keeps the value. Negative accepted (no check)		1000000	-5000 -> accepted today
Progress from	حساب الإنجاز من	Select	Yes	Task progress / Hours spent / Cost spent / Entered manually. Only 'Entered manually' stops the roll-up (hours and cost behave like task progress)	Task progress	Entered manually
Progress %	نسبة الإنجاز	Number	Conditional	Shown only for 'Entered manually'; 0 to 100		40	120 -> 'Enter 0 to 100.'
Revenue recognition	إثبات الإيراد	Select	Yes	On invoice / Milestone / Percentage of completion / Cost to cost / Manual	Company setting (On invoice)	Percentage of completion
Retention %	نسبة المحتجزات	Number	No	0 to 100; applied to each progress claim	Company default retention %	10	150 -> 'Enter 0 to 100.'
Advance %	نسبة الدفعة المقدمة	Number	No	0 to 100; advance due = contract x %		10	-1 -> 'Enter 0 to 100.'
Cost-plus markup %	هامش التكلفة المضافة %	Number	No	Zero or more	0	15	-5 -> 'Enter zero or more.'
Retainer / recurring fee (monthly)	رسوم الاحتفاظ / الدورية (شهرياً)	Number (AED)	No	Zero or more; needed before 'Invoice the month'	0	5000	-100 -> 'Enter zero or more.'
Hours the retainer covers	الساعات المشمولة	Number	No	Zero or more; printed on the fee line	0	20
Location / Contract number / Customer PO / Description	الموقع / رقم العقد / أمر شراء العميل / الوصف	Text	Conditional	As on Create; Read-only mode locks the field after creation			Read-only by the company and changed (API) -> 'Customer PO cannot be changed in this company.'
Health notes	ملاحظات الحالة	Text area	No	Max 500		Awaiting municipality permit
Revision (hidden)	رقم المراجعة	Hidden number	Yes	Sent back on save; must match the stored revision			Another user saved first -> 'Somebody else changed this project. Reload it and try again.'

Edit Project (API only)

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Retention cap % / Advance recovery % / Retention release / Warranty start / Warranty end	سقف المحتجزات % / نسبة استرداد الدفعة % / الإفراج عن المحتجزات / بداية الضمان / نهاية الضمان	Number / Text / Date	No	Percentages 0 to 100; Retention release max 120. NOT on the Edit Project form		5 / 10 / 'On handover' / 2027-04-01 / 2028-03-31	Cap 101 -> 'Enter 0 to 100.'

Project 360 header

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Project image	صورة المشروع	Image upload	No	image/* up to 3 MB		site.jpg 400 KB	A 5 MB photo -> 'Pictures must be no larger than 3 MB.'; a PDF -> 'That is not a picture.'

Project 360 > Actions > Change status

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Status	الحالة	Menu	Yes	Draft->Planning/Cancelled; Planning->Approved/In Progress/On Hold/Cancelled; Approved->In Progress/On Hold/Cancelled; In Progress->On Hold/At Risk/Completed/Cancelled; On Hold->In Progress/Planning/Cancelled; At Risk->In Progress/On Hold/Completed/Cancelled; Completed->In Progress/Closed; Closed->Completed; Cancelled->Planning. A new project starts in Planning		Planning -> In Progress	(API) Planning -> Closed -> 'A planning project cannot become closed.'

Close checklist

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
11 checklist items	بنود قائمة الإغلاق	Checkboxes	Yes	All 11 must be ticked before Closed; the facts beside them are information only		Tick all	Close with 'Customer sign-off' unticked -> 'Finish the close checklist first: Customer sign-off'

Add Team Member

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Employee	الموظف	Select	No	Employees of this company (up to 2000); blank = 'Not an employee (external / subcontractor)'. Fills the name; the employee's user is linked		Test Employee (E-0001)
Name	الاسم	Text	Yes	Max 300 (register limit)		Test Engineer	Empty -> 'Name is required.'
Role	الدور	Text	No	Free text		Site Engineer
Allocation %	نسبة التخصيص	Number	No	No range check; availability shows 'Overallocated (n%)' above 100 across active projects	100	50	'abc' -> 'Allocation % is not valid.'
Cost rate / hour / Bill rate / hour	تكلفة الساعة / سعر فوترة الساعة	Money	No	Used on time logged by the member; empty cost rate falls back to the resource pool, then the active employment contract (gross / monthly hours)		75 / 150	'x' -> 'Cost rate / hour is not valid.'

Add to activity

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Kind	النوع	Select	Yes	Note / Meeting (meeting title gets 'Meeting completed - ')	Note
Title	العنوان	Text	Yes	Max 200		Kick-off with consultant	Empty -> 'This is required.'
Details	التفاصيل	Text area	No	Max 500 (cut)		Agreed 14-day mobilisation

Phases / WBS

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Phase code	رمز المرحلة	Text	No	Max 30; blank = next number		5
Phase name	اسم المرحلة	Text	Yes	Max 160		Snagging	Empty -> 'Name the phase.'

Phases / WBS (API only)

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
WBS code / name / kind	رمز / اسم / نوع هيكل العمل	Text / Select	Yes	Code max 30, name max 160, kind WBS or Work package; no screen creates WBS items		1.1 / Substructure / wbs	Kind 'x' -> 'Choose WBS or work package.'; empty code -> 'This is required.'

Task dialog

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Task name	اسم المهمة	Text	Yes	Max 200		Block work ground floor	Empty -> 'This is required.'
Phase	المرحلة	Select	No	Phases of the project; code becomes <phase code>.<n> (else T00n)	First phase	3 Construction
Assignee	المسؤول	Select (team member)	No	Team members; My Tasks shows tasks assigned to members linked to my user		Test Engineer
Start	البدء	Date	No	Blank = project start, else today	Project start	2026-10-05
Duration (days) (new) / Finish (existing)	المدة (أيام) / الانتهاء	Number / Date	No	New: finish = start + duration - 1 (minimum 1). Existing: finish not before start; Days recomputed	5	10	Finish 2026-10-01 with start 2026-10-05 -> 'The finish cannot be before the start.'
Status	الحالة	Select	Yes	Not started, In progress, On hold, Completed, Cancelled. Progress 100 forces Completed; progress > 0 moves Not started to In progress; In progress sets actual start, Completed sets actual finish (today)	Not started	In progress	(API) 'done' -> 'Choose a status.'
Priority	الأولوية	Select	Yes	low, medium, high, urgent	medium		(API) 'top' -> 'Choose a priority.'
Progress %	نسبة الإنجاز	Number	No	0 to 100	0	50	101 -> 'Progress is 0 to 100.'
Planned hours	الساعات المخططة	Number	No	Weights the phase / project roll-up		40	'abc' -> 'Enter a number.'
Budget cost	تكلفة الموازنة	Number (AED)	No	Hidden from people without project.cost.view; weights earned value; copied into a baseline		12000
Cost code	رمز التكلفة	Select	No	Company cost codes (list loaded from Configuration)		01 Labor
Planned quantity / Unit	الكمية المخططة / الوحدة	Number / Text	No	A planned quantity > 0 puts the task on Daily progress; unit max 20		250 / m2
Milestone task	مهمة مرحلة رئيسية	Checkbox	No	Shown as a diamond on the Gantt	Off
Description	الوصف	Text area	No	Max 20000

Task dialog (hidden)

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Revision	رقم المراجعة	Hidden	Yes				Another user saved the task first -> 'Somebody else changed this task. Reload it.'

Milestone dialog

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Name	الاسم	Text	Yes	Max 200		Design Approval	Empty -> 'Name the milestone.' / 'This is required.'
Type	النوع	Select	No	internal, contractual, billing, customer approval, delivery, inspection, handover (fixed list); max 20	internal	billing
Due date	تاريخ الاستحقاق	Date	No	Past due and not completed shows Delayed	Today	2026-12-15
Status	الحالة	Select	Yes	pending, in progress, completed (API also delayed)	pending		(API) 'late' -> 'Choose a status.'
Billing %	نسبة الفوترة	Number	No	% of contract recognised under Milestone recognition; NOT range-checked	0	10	250 -> accepted today
Needs customer approval	يتطلب موافقة العميل	Checkbox	No		Off

Gantt > Dependencies

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Predecessor / Successor	المهمة السابقة / اللاحقة	Select (task)	Yes	Two different tasks of this project; no loops		3.1 Site Preparation -> 3.2 Civil Works	Same task twice -> 'Choose two different tasks.'; C->A when A->B->C exists -> 'That link would make a loop in the schedule.'
Type	النوع	Select	Yes	FS, SS, FF, SF	FS		(API) 'XX' -> 'Choose FS, SS, FF or SF.'
Lag days	أيام التأخير	Integer	No	Negative = lead; the same pair again only updates type and lag	0	2

Gantt > Baselines

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Baseline name	اسم خط الأساس	Text (automatic)	No	'Baseline YYYY-MM-DD' from the button; API blank = 'Original baseline' / 'Revised baseline n'; max 120			A project without dated tasks -> 'Plan some tasks before taking a baseline.'

Daily progress

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Task	المهمة	Select	Yes	Only tasks with a planned quantity			None chosen -> 'Choose a task.'; a task without quantity (API) -> 'That task has no planned quantity.'
Date	التاريخ	Date	No	Blank = today	Today
Quantity done	الكمية المنجزة	Number	Yes	Not zero; negative allowed as a correction; progress = cumulative / planned (capped at 100)		25	0 or empty -> 'Enter the quantity done.'
Note	ملاحظة	Text	No	Max 300		Ground floor east wing

Configuration > Project Types

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Code / Name	الرمز / الاسم	Text	Yes	Max 300; code unique per company (database); a built-in type's code cannot change		fitout_villa / Villa Fit-out	Empty -> 'Code is required.'; changing a built-in code -> 'The code of a built-in record stays; rename it instead.'
Feature profile / Default billing method / Colour / Active	ملف الميزات / طريقة الفوترة / اللون / نشط	Select / Lookup / Select / Checkbox	No	Colour: blue, green, amber, red, violet, teal, pink, grey		Construction / Progress % / amber / on	Colour 'black' (API) -> 'Choose one of the options.'

Configuration > Feature Profiles

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Enabled features	الميزات المفعلة	Multi-select	Yes	At least one of: WBS / Phases, Tasks, Milestones, Gantt schedule, Resources, Timesheets, Expenses, Estimation, BOQ, Budget, Procurement, Subcontracts, Billing, Progress billing, Retention, Advance, Change orders, Forecast, Profitability / P&L, Risks, Issues, Documents, Daily progress, Site / field logs, RFI, Submittals, Deliverables, Earned value, Warranty / defects		Tasks, Billing, Documents	None ticked -> 'Choose at least one enabled features.'

Configuration > Project Templates

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Definition (JSON)	التعريف (JSON)	JSON	No	Object with phases [{code,name,days,tasks:[{name,days,hours}]}], milestones [{name,type,day,billing_pct}], budget [{cost_code,pct}], documents [names]		{"phases": [{"code": "1", "name": "Survey", "days": 5, "tasks": [{"name": "Site survey", "days": 2, "hours": 8}]}]}	'{phases:' -> 'That is not valid JSON.'; '[1,2]' -> 'Give an object.'
Code / Name / Type / Feature profile / Billing method / Description / Active	الرمز / الاسم / النوع / ملف الميزات / طريقة الفوترة / الوصف / نشط	Mixed	Conditional	Code and Name required; code unique		villa_fitout / Villa Fit-out Template	Empty name -> 'Name is required.'

Configuration > Cost Codes

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Code / Name / Category	الرمز / الاسم / الفئة	Text / Select	Yes	Category: labor, material, equipment, subcontract, expense, overhead, other		08 / Site facilities / overhead	Category 'fuel' (API) -> 'Choose one of the options.'
Parent / GL account prefix / Active	الأصل / بادئة حساب الأستاذ / نشط	Select / Text / Checkbox	No	Ledger cost lines whose account code starts with the prefix count under this code; otherwise by account name		(none) / 5150 / on

Configuration > Lookup lists

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Code / Name / Order / Colour / Active	الرمز / الاسم / الترتيب / اللون / نشط	Text / Integer / Checkbox	Conditional	Code and Name required; code unique per list; Order is an integer		snagging / Snagging / 80	Order 'first' -> 'Order is not valid.'

Configuration > Approval Rules

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Applies to / Name / From amount / Approver permission / Active	ينطبق على / الاسم / من مبلغ / صلاحية المعتمد / نشط	Select / Text / Money / Select / Checkbox	Conditional	Applies to: estimate, budget, project creation, change order, purchase, subcontract, progress billing, expense, timesheet, forecast revision, project close; permission: Budget approver, Change approver, Project closer, Billing. Saved but not used by any approval		change_order / CO above 50k / 50000 / Change approver	Empty name -> 'Name is required.'

Configuration > Resources

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Name / Type	الاسم / النوع	Text / Lookup	Yes	Type from Resource Types (Employee, Contractor, Team, Equipment, Vehicle, Machine, Room, Custom)		Test Crane 25T / equipment	Empty type -> 'Type is required.'
Employee / Capacity (hours/day) / Cost rate / Bill rate / Skills / Active	الموظف / السعة (ساعة/يوم) / تكلفة الساعة / سعر الفوترة / المهارات / نشط	Select / Number / Money / Rows / Checkbox	No	Capacity blank = 8 in the heatmap; leave from HR blocks days; skills one per line 'skill: level, certification, expiry'		- / 8 / 120 / 200 / 'Rigging: certified, 2027-06'	Capacity 'eight' -> 'Capacity (hours/day) is not valid.'

Configuration > Estimation Library

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Kind / Code / Name / UOM / Rate / Productivity / Cost code / Active	النوع / الرمز / الاسم / الوحدة / السعر / الإنتاجية / رمز التكلفة / نشط	Mixed	Conditional	Kind: material, labor, equipment, subcontract, crew, productivity, activity; Kind, Code, Name required; code unique		material / CEM-50 / Cement 50kg / bag / 18.50	Kind empty -> 'Kind is required.'

Configuration > Assemblies

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Components	المكونات	Rows (text)	No	One per line 'name \| category \| qty \| uom \| rate'; qty and rate numeric		Cement \| material \| 7 \| bag \| 18.5	'Cement \| material \| seven \| bag \| 18' -> 'Quantities and rates must be numbers.'
Code / Name / UOM / Waste % / Active	الرمز / الاسم / الوحدة / الهدر % / نشط	Mixed	Conditional	Code, Name required; waste % applies to every expanded component		CONC-C40 / Concrete C40 per m3 / m3 / 5

Project Settings

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Project code prefix	بادئة رمز المشروع	Text	Yes	Max 10, stored in capitals; codes read <PREFIX>-<year>-001	PRJ	DXB	Empty -> 'This is required.'
Default revenue recognition	إثبات الإيراد الافتراضي	Select	Yes	invoice, milestone, percent_complete, cost_to_cost, manual; copied to new projects	On invoice		(API) 'cash' -> 'Choose a method.'
Overhead allocation / Overhead rate	توزيع المصاريف العامة / معدل المصاريف العامة	Select / Number	No	Method: fixed_pct, labor_pct, revenue_pct, direct_cost_pct, per_hour, manual; rate % of direct cost used by the P&L		direct_cost_pct / 8	Method 'x' (API) -> 'Choose a method.'; rate 'abc' -> 'Enter a number.'
Default retention % / Working hours per day	نسبة المحتجزات الافتراضية / ساعات العمل اليومية	Number	No	Retention copied to new projects; no range check		10 / 8	'ten' -> 'Enter a number.'
Earned value reporting / Timesheets need approval	تقارير القيمة المكتسبة / جداول الوقت تتطلب اعتماداً	Checkbox	No	Stored only - nothing reads them	As stored
Post time and expenses when approved	ترحيل الوقت والمصروفات عند الاعتماد	Checkbox	No	On: approving time / an expense posts its journal at once and its state becomes Posted	Off

Project Settings > Accounting

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
12 project accounts (Labour cost, Labour clearing, Project expenses, Expense clearing, Project revenue, Unbilled revenue, Loss provision expense, Loss provision, Retention receivable, Retention payable, Customer advances, Bank for advances)	حسابات المشروع (تكلفة العمالة، مقاصة العمالة، مصروفات المشاريع، مقاصة المصروفات، إيرادات المشاريع، إيرادات غير مفوترة، مصروف مخصص الخسارة، مخصص الخسارة، محتجزات مستحقة القبض، محتجزات مستحقة الدفع، دفعات العملاء المقدمة، البنك للدفعات المقدمة)	Select (account)	No	Active posting/control accounts of the chart; blank = Automatic (found by name, else by posting role, else created beside a neighbour, e.g. 'Retention Receivable')	Automatic (<code>)	Retention receivable = 1135	(API) code 9999 -> 'Account 9999 is not a postable account in the chart.'

Applications > Project Management > Features

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Bill of quantities / Subcontracts and claims / Change orders / Project procurement / Baselines and earned value / Project revenue recognition	جدول الكميات / عقود الباطن والمطالبات / أوامر التغيير / مشتريات المشاريع / خطوط الأساس والقيمة المكتسبة / إثبات إيرادات المشاريع	Switch	No	Off: changes through its routes are refused and its menus go; records stay readable	On		BOQ off, then save BOQ lines -> 'Bill of quantities is disabled for this company.'

Applications > Project Management > Fields

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Customer PO / Contract number / Project location / Project description	أمر شراء العميل / رقم العقد / موقع المشروع / وصف المشروع	Mode	No	Customer PO and Contract number: Hidden / Optional / Read-only / Required; Location and Description: Hidden / Optional / Required	Optional

Budget > Budget versions (draft lines)

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Cost code	رمز التكلفة	Select	No	Active cost codes; blank = the top-level code of the line's category		02 Material
Category	الفئة	Select	Yes	labor, material, equipment, subcontract, expense, overhead, other	material		(API) 'fuel' -> 'Choose a cost category.'
Description	الوصف	Text	No	Max 300		Blocks and cement
Period (YYYY-MM)	الفترة	Text	No	Max 7 (cut, not checked); dated lines go to that month of the cash flow, undated ones are spread evenly over the project months		2026-11
Cost	التكلفة	Number (AED)	No	Any number (negative not refused)		255000	'abc' (API) -> 'Enter a number.'
Revenue	الإيراد	Number (AED)	No	Stored per line	0	300000

Budget change dialog

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Kind	النوع	Select	Yes	increase, decrease, transfer, reallocation, variation	increase		(API) 'raise' -> 'Choose the kind of change.'
Amount	المبلغ	Number (AED)	Yes	Above zero (direction comes from the kind)		10000	0 or -500 -> 'Enter an amount above zero.'
Cost code	رمز التكلفة	Select	Conditional	Required (with To) for transfer / reallocation		02 Material
To cost code	إلى رمز التكلفة	Select	Conditional	Shown for transfer / reallocation; different from Cost code		04 Subcontract	Same code or missing -> 'Choose the two cost codes.'
Reason	السبب	Text	Yes	Max 500		Subcontract the blockwork	Empty -> 'This is required.'

Estimation (draft lines)

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Category	الفئة	Select	Yes	Same 7 categories	material		(API) 'x' -> 'Choose a category.'
Description	الوصف	Text	Yes	Max 300		Concrete C40 footings	Empty -> 'This is required.'
Assembly	التجميعة	Select	No	Active assemblies; Expand replaces the line by its components		CONC-C40 Concrete C40 per m3
Unit / Qty / Rate	الوحدة / الكمية / السعر	Text / Number / Number	No	Unit max 20; cost = qty x (1 + waste/100) x rate / productivity		m3 / 100 / 20	Qty 'ten' -> 'Enter a number.'
Waste % / Productivity / Markup %	الهدر % / الإنتاجية / الربح %	Number	No	Productivity blank or 0 = 1; price = cost x (1 + markup/100)	0 / 1 / 0	5 / 1 / 10

Estimation (API)

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Estimate name / markup	اسم التقدير / هامش الربح	Text / Number	No	Name max 160 (blank = 'Estimate n'); a new estimate copies the latest one's lines		Estimate 2026-10-02

New BOQ version

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Kind	النوع	Select	Yes	tender, contract, internal, revised, variation, subcontract	contract (first) / revised		(API) 'draft' -> 'Choose the BOQ kind.'
Name	الاسم	Text	No	Max 160; blank = '<Kind> BOQ vn'		Contract BOQ v1
Copy lines from	نسخ البنود من	Select	No	A BOQ of this project; copies the hierarchy and certified quantities	Latest version		(API) another project's BOQ -> 'Choose a BOQ of this project.'

BOQ lines

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Code	الرمز	Text	Yes	Max 30; certified qty is carried by code when lines are saved again		A.1.2	Empty -> 'This is required.'
Level	المستوى	Select	Yes	Section, Subsection, Item; an item's parent is the nearest subsection or section above it; sections show the sum of their items	Item		(API) 'group' -> 'Choose section, subsection or item.'
Description	الوصف	Text	Yes	Max 500		Blockwork 200 mm	Empty -> 'This is required.'
Unit / Qty / Rate / Cost rate	الوحدة / الكمية / السعر / سعر التكلفة	Text / Number	No	Amount = qty x rate; estimated cost = qty x cost rate; margin = amount - cost (cost and margin hidden without project.cost.view / margin.view)		m2 / 500 / 120 / 90	Qty 'many' -> 'Enter a number.'
Tax % / Retention %	الضريبة % / المحتجزات %	Number	No	Tax totals = amount x tax % (items only)	5 / 0	5 / 10
Certified qty / Progress %	الكمية المعتمدة / الإنجاز %	Read-only	No	Set when a BOQ progress claim is certified; progress = certified / qty

AI BOQ import

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
CSV / TSV file	ملف CSV	File	Yes	Max 5 MB, UTF-8 (or Latin-1). Header synonyms: code/item/no/ref/s.no/sr, description/desc/particulars/work, uom/unit, qty/quantity, rate/unit rate/price, amount/total/value; fewer than 2 known headers = columns read in that order; a row with no qty, rate or amount becomes a section; rate = amount / qty when missing		boq.csv: 'Item No,Description,Unit,Qty,Rate'	6 MB -> 'The file is larger than 5 MB.'; empty file -> 'The file has no rows.'

Resources > Project team

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
From / To / Order	من / إلى / الترتيب	Date / Date / Integer	No	Dates informative; Order sorts the team		2026-10-01 / 2027-03-31 / 10	Order '1st' -> 'Order is not valid.'

Resources > Assignments

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Resource	المورد	Select	Yes	Active pool resources		Test Crane 25T	Empty -> 'Resource is required.'
Task	المهمة	Select	No	Tasks of this project		3.2 Civil Works
From / To	من / إلى	Date	Yes	To not before From		2026-10-01 / 2026-10-31	To before From -> 'The end cannot be before the start.'; empty -> 'From is required.'
Allocation %	نسبة التخصيص	Number	Yes	The resource's total on any day across all projects may not pass 100		60	60% already booked, add 50% overlapping -> 'The resource would be 110% allocated. Reduce the allocation or move the dates.'
Hours / Cost rate / Bill rate	الساعات / سعر التكلفة / سعر الفوترة	Number / Money	No	Informative on the assignment		80 / 120 / 200

Log Time

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Team member	عضو الفريق	Select	No	Blank = 'Me' (my membership of the project, else my user name); rates come from the member, else the resource pool, else the active employment contract	Me	Test Engineer	(API) a member of another project -> 'Choose a member of this project.'
Task	المهمة	Select	No	Open tasks of the project		3.2 Civil Works	(API) another project's task -> 'Choose a task of this project.'
Date	التاريخ	Date	Yes	Any date (future not refused)	Today		Empty -> 'Choose a date.'
Hours	الساعات	Number (0.25 steps)	Yes	More than 0 and at most 24 per entry	8	7.5	0 or 25 -> 'Enter between 0 and 24 hours.'
Billable	قابل للفوترة	Checkbox	No	Only billable approved / posted time is billed by Time & material	On
Bill rate (blank = member's)	سعر الفوترة (فارغ = سعر العضو)	Number	No	Overrides the member's bill rate		180	'x' -> 'Enter a number.'
What was done	ما تم إنجازه	Text	No	Max 300		Shuttering ground floor

Add Expense

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Description	الوصف	Text	Yes	Max 300		Municipality permit fee	Empty -> 'This is required.' / 'Describe the expense.'
Kind	النوع	Select	No	travel, accommodation, meals, fuel, equipment, materials, permits, consumables, miscellaneous (fixed list, max 20)	miscellaneous	permits
Date	التاريخ	Date	Yes	Cost month = this date	Today		Empty -> 'Choose a date.'
Amount	المبلغ	Number (AED)	Yes	Above zero; this is the cost (tax is not added)		1250	0 -> 'Enter the amount.'
Tax	الضريبة	Number	No	Stored only; not posted or billed	0	62.50
Vendor	المورد	Text	No	Max 160 (free text, not a partner)		Dubai Municipality
Billable to customer	قابل للفوترة للعميل	Checkbox	No	Approved billable expenses go on the T&M invoice	Off

Expenses (API only)

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Task / WBS / Cost code / Paid by	المهمة / هيكل العمل / رمز التكلفة / دفعه	Select / Text	No	Cost code decides the category and (with its GL prefix) the posting account; Paid by default = my name, max 120		05 Expenses

Forecast

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Revise ETC	مراجعة المتبقي	Number per cost code	Conditional	At least one value to save; replaces the system remaining for that code from today		50000	(API) no lines -> 'Enter at least one estimate to complete.'; 'abc' -> 'Enter a number.'
Why the forecast changed	سبب تغيير التوقع	Text	No	Max 300 per line note; sent to the manager's notice (200)		Steel price increase

Revenue recognition

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Recognise to	إثبات حتى	Date	No	Today or earlier; journal dated this day	Today		Tomorrow -> 'Recognise to today or an earlier date.'

Purchase request

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
What is needed	المطلوب	Text	Yes	Max 300; locked after submit		Ready-mix concrete C40	Empty -> 'This is required.' / 'Say what is needed.'
Kind	النوع	Select	No	Material request / Purchase request	Material request
Vendor	المورد	Select (partner)	Conditional	Partners that are not customers (first 200); needed before Create Purchase Order		Test Supplier Concrete LLC	Order without vendor -> 'Choose the vendor first.'
Required by	مطلوب في	Date	No		Today	2026-10-20
Lines: Description / Qty / Unit / Rate	البنود: الوصف / الكمية / الوحدة / السعر	Text / Number	Conditional	At least one line to submit; qty blank = 1; amount = qty x rate; estimated total = sum (committed once approved)		Concrete C40 / 120 / m3 / 310	Submit with no lines -> 'Add lines to a draft request, then submit it.'

Material plan

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Material	المادة	Text	Yes	Max 300		Rebar 16 mm	Empty -> 'Material is required.'
Product / UOM / Task / Required date	المنتج / الوحدة / المهمة / تاريخ الحاجة	Select / Text / Select / Date	No	Active products (first 1500) and project tasks		STL-16 / ton / 3.3 Structural Works / 2026-11-01
Planned qty	الكمية المخططة	Number	Yes			40	Empty -> 'Planned qty is required.'
Reserved / Purchased / Received / Issued / Consumed / Returned	محجوز / مشترى / مستلم / مصروف / مستهلك / مرتجع	Number	No	Typed by hand (not linked to stock moves); balance = planned - consumed + returned		0 / 40 / 40 / 30 / 28 / 1	'abc' -> 'Consumed is not valid.'

New subcontract

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Subcontractor	مقاول الباطن	Select (partner)	Yes	Partner of this company (not a customer)		Test Subcon Blockwork LLC	Empty -> 'Choose a vendor.' / 'Choose the vendor.'
Type	النوع	Select	No	Subcontract, Service, Rental	Subcontract		(API) 'labour' -> 'Choose the commitment type.'
Value	القيمة	Number (AED)	No	Committed until certified; no range check		200000
Retention % / Advance %	المحتجزات % / الدفعة المقدمة %	Number	No	Applied on certification; NOT range-checked	10 / 0	10 / 10	150 -> accepted today
Scope	النطاق	Text area	Yes	Max 20000		Blockwork ground and first floor	Empty -> 'This is required.'

Subcontract (API only)

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Status / Start / End / BOQ version	الحالة / البداية / النهاية / إصدار جدول الكميات	Select / Date / Select	No	Status draft, active, completed, closed, cancelled (form creates it Active)			Status 'paid' -> 'Choose a status.'

Subcontractor claim

Field	Arabic label	Type	Required	Rules and limits	Default	Example	Refused when
Amount claimed	المبلغ المطالب	Number (AED)	Yes	Above zero; subcontract must be Active		50000	0 -> 'Enter the amount claimed.'; on a draft subcontract -> 'Activate the subcontract before claims.'
Progress % / Period end / Note	نسبة الإنجاز / نهاية الفترة / ملاحظة	Number / Date / Text	No	Period end blank = today; note max 300		25 / 2026-10-31 / 'October valuation'

Updated 3 October 2026