Projects | eso | Documentation

A Project is the central organising unit in ESO. Every inventory item, packing list, and invoice ultimately belongs to a project.

Key fields

Field	Description
Name	A human-readable label for the project (e.g. “Q2 EU Shipment”).
Code	A short alphanumeric identifier used in packing-list codes (e.g. `EU-Q2`).
Status	`draft` → `active` → `closed`. Controls whether the project is actively being worked.
Client	The client this project is associated with. Optional — a project can exist without a client.
Location	The default warehouse or site for this project’s inventory.
Start / End dates	Optional scheduling dates.

Creating a project

Navigate to Projects in the left-hand menu.
Click New Project.
Enter a name and code, then optionally link a client and location.
Save — the project is created in draft status.

Project overview page

Clicking on a project opens its overview page, which brings together:

Inventory — All inventory items belonging to this project.
Packing Lists — All packing lists created against this project.
Financials — Revenue, cost estimates, and storage fee configuration for this project.

Project codes and packing-list numbering

When a packing list is created under a project, it is automatically assigned a sequential code in the format {PROJECT_CODE}-{NNNN} (e.g. EU-Q2-0001). The counter is per-project, so each project has its own independent sequence.

Deleting and archiving

Projects cannot be deleted while they have associated inventory or packing lists. Change the project status to closed when the work is complete.