This article covers the end-to-end process of creating a project in KEBS, including how to navigate the project list, use filters and portfolios, and walk through each step of the project creation wizard. You will also learn about the different project types, enterprise structure settings, scheduling options, and financial configurations available when setting up a new project.
Before You Begin
Avoid errors and incomplete project records by confirming that the customer account and opportunity exist in the system before starting.
Before creating a project, make sure the following prerequisites are met:
- Customer Account: The customer must already exist in the Accounts module. The account record holds details such as the Account ID, HQ Country, Legal Entity, Business Unit, and Account Status. If the customer does not exist yet, create the account first.
- Opportunity (for Q2C projects): If the project follows the Quote-to-Cash (Q2C) value chain, a Closed Won opportunity with an approved quote should already be available. The project creation wizard will link to this opportunity automatically.
Navigate to the Project List
Quickly locate and review all projects in the system, with the ability to filter, search, and switch between different view modes.
Click on Projects in the left sidebar to open the Project Management module. The project list page displays all projects with key details in a card layout. Each project card shows the project status (Open, Execution, Completed, etc.), project name, project code, start and end dates, delivery manager, project type, and customer name.
At the top of the page, you can see the total project count (e.g., “All Projects: 51”). The toolbar provides several options:
- Search icon: Quickly find a specific project by name or code.
- Filters icon: Open the filter panel to narrow down the project list by status, type, customer, entity, risk flag, or value chain.
- View toggle icons: Switch between list view, summary view, grid view, and portfolio view depending on how you prefer to browse projects.
- Create button: Start creating a new project (covered in the next section).
Filter and Search Projects
Save time by quickly isolating the projects that match your specific criteria instead of scrolling through the entire list.
Click the Filters icon in the toolbar to open the filter panel. The panel provides multiple filter categories that you can combine:
| Filter Category | What it does |
|---|---|
| Project Status | Filter by status such as Execution, Completed, Cancelled, Open, On Hold, or Closed. Active filters show a badge count next to the category name. |
| Project Type | Filter by project billing model: Time And Material, Fixed Bid, Fixed Capacity, or Internal. |
| Customer | Select one or more customers to show only their projects. Customers are listed by their code and name. |
| Entity | Filter by the billing entity or legal entity associated with the project. |
| Risk Flag | Narrow down projects by their risk status, such as Secured or At Risk. |
| Value Chain | Filter by the value chain type: O2C (Order to Cash) or Q2C (Quote to Cash). |
Each filter category supports a search icon so you can quickly find specific values within long lists. After selecting your desired filters, click Apply to update the project list. Click Clear to reset all filters. You can also access Show Advanced Filters at the bottom for additional filtering options, and save your frequently used filter combinations under My Filters.
Portfolio View
Get a structured overview of how projects are organized across portfolios, making it easier to manage workload distribution and customer relationships at scale.
Switch to the Portfolio view using the view toggle icons in the toolbar. This view groups projects by their portfolio, showing each portfolio as a row with the portfolio ID, the number of projects it contains (indicated by a document icon with a count badge), and the customer or account name linked on the right side.
In this example, 40 portfolios are listed. Each row displays the portfolio code (e.g., PORT31041221), a project count indicator, and the associated customer name (e.g., Slintel, D&B Hoovers, Mahindra Finance). You can click the expand arrow on any portfolio row to view the individual projects within that portfolio, or click the customer name link on the right to navigate to the account page.
Create a New Project
Set up a fully configured project with the correct billing model, organizational structure, schedule, and financial details so that delivery and billing can begin immediately.
Click the Create button in the top-right corner of the project list page. This opens the project creation wizard, which guides you through four steps: Project Details, Enterprise Structure, Schedule, and Financial.
Step 1: Project Details
The first step captures the core information about the project. Fill in the following fields:
| Field | Description |
|---|---|
| Project Code | A system-generated unique identifier for the project (e.g., SLINTELSOW00002). This field is auto-populated and read-only. |
| Project Name | A descriptive name for the project (e.g., Cloud Migration & Support). |
| Operation Type | Select the operation type. The default is Project. |
| Planned Start Date | The expected start date of the project. |
| Planned End Date | The expected end date of the project. |
| Customer | Select the customer account this project is linked to (e.g., SLINTEL – Slintel). |
| Project Type | Choose the billing model for the project (see details below). |
| Project Description | An optional free-text field to describe the project scope and objectives. |
KEBS supports four project types, each suited to a different engagement model:
- Time and Material: Payment is based on actual time spent and materials used. Best suited for projects where scope may evolve over time.
- Fixed Bid: A predefined scope of work for a predetermined price, regardless of the time or effort required. Ideal for well-defined deliverables.
- Fixed Capacity: A recurring fixed fee paid monthly for ongoing services or deliverables. Common for managed services and support contracts.
- Internal: Projects done within the organization for its own purpose. These are not billed to any external customer.
Once all fields are filled in, click the arrow (>) button at the bottom right to move to the next step.
Step 2: Enterprise Structure
The second step defines the organizational and billing structure for the project. Configure the following fields:
| Field | Description |
|---|---|
| Region Group | The geographic region group the project belongs to (e.g., USA). This determines regional reporting and compliance rules. |
| Billing Entity | The legal entity that will handle billing for this project (e.g., DemoCorp North America Services LLC). |
| Project Currency | The currency used for all financial transactions in this project (e.g., USD). This field is auto-set based on the billing entity but can be adjusted. |
| External Reference ID | An optional field to enter any external tracking or reference number used by the customer or your organization. |
Click the arrow (>) button to proceed to the Schedule step.
Step 3: Schedule
The third step configures the project’s working schedule, shift timings, and location settings. This information is used for timesheet calculations, resource planning, and milestone generation.
| Field | Description |
|---|---|
| Week | Select the working days for the project. Days highlighted in color are active working days (e.g., Monday through Friday). |
| Shift | Choose the shift pattern for the project (e.g., IND/OFC/GEN). This determines the standard working hours. |
| From / To | The daily working hours for the project (e.g., 10:00 to 19:00). |
| Time Zone | The time zone used for scheduling and timesheet calculations (e.g., UTC +00:00 London). |
| Daily Hours | The number of billable hours per day (e.g., 8 hours). |
| Monthly Hours | The total billable hours per month, calculated based on daily hours and working days (e.g., 168 hours). |
| Leave Paid / Holiday Paid | Configure whether leaves and holidays are paid for this project. Set to Yes or No based on the contract terms. |
| Execution Model | Select the execution model (e.g., Onsite, Offshore, Hybrid) if applicable. |
| Location | The primary location for the project (e.g., United States). |
| Project Holiday Calendar | Select the holiday calendar that applies to this project (e.g., US). This ensures public holidays are accounted for in scheduling. |
Click the arrow (>) button to proceed to the Financial step.
Step 4: Financial
The final step captures the financial and commercial details that link the project back to the sales pipeline. This step varies depending on whether the project follows the Q2C (Quote to Cash) or O2C (Order to Cash) value chain. You can toggle between Q2C and O2C using the switch at the top of the form.
| Field | Description |
|---|---|
| Opportunity | The linked opportunity from the CRM module (e.g., OPP26040060 Cloud Migration). For Q2C projects, this auto-populates from the won opportunity. |
| Opportunity Status | Shows the current status of the linked opportunity (e.g., Closed Won). |
| Quote ID | The quote reference number associated with this project (e.g., 3185). |
| Reason | The reason for creating the project (e.g., New Project). |
| PO Number | The customer purchase order number (e.g., PO875020). |
| PO Value (USD) | The total value of the purchase order (e.g., 299280). |
| PO Date | The date the purchase order was issued (e.g., 31-Jan-2026). |
| Payment Terms | The payment terms agreed with the customer (e.g., Immediate Payment). You can add multiple PO entries using the + button. |
Once all financial details are entered, click Save to create the project. KEBS will generate the project record and redirect you to the project overview page.
Review the Project Overview
Confirm that the project has been created with the correct configuration and begin tracking project progress, tasks, and team activity from day one.
After saving, the project overview page opens. This page serves as the central dashboard for the project and displays all key information at a glance. The header section shows:
- Project Code and Name: The unique identifier and project name (e.g., #SLINTELSOW00002 Cloud Migration & Support).
- Status Badge: The current project status (e.g., Execution).
- SOW ID: The Statement of Work identifier (e.g., SLINTELSOW00002).
- Value Chain: Indicates whether the project follows Q2C or O2C.
- Customer Name: The linked customer account (e.g., Slintel).
- Region Group: The geographic region (e.g., USA).
- Start Date and End Date: The planned project timeline.
- Days Left: A countdown showing remaining days until the project end date.
- Delivery Manager: The assigned delivery manager for the project.
- Project Type: The billing model (e.g., Time and Material).
- Project Completion Percentage: A visual indicator of overall project progress.
Project Insight and Navigation Tabs
Below the header, the Project Insight section provides a quick summary of tasks assigned to you. The My Task widget shows a donut chart with task counts by status (Open, Execution, Completed, Overdue) and a task list filtered to the current month.
The Recent Activity panel on the right side of the overview page shows a timeline of recent changes made to the project. This includes status changes, date modifications, and other updates made by team members. Each activity entry shows the user who made the change, a description of what was modified, the related activity or task name, and how long ago the change occurred.
The project page also includes a set of navigation tabs that give you access to all aspects of the project:
- Overview: The main dashboard (current page).
- Billing: Manage milestones, billing advice, and invoices.
- Planning Board: Visualize and plan project activities and tasks.
- Finance: View financial summaries, budgets, and cost breakdowns.
- Documents: Upload and manage project-related documents.
- Allocation & Planning: Manage resource allocation and capacity planning.
- Risk Register: Track and manage project risks.
- Edit Logs: View the audit trail of all changes made to the project.
- My Task: View and manage your personal task assignments within the project.
