Design: Special Projects

Special Projects Module — Design Document

1. Overview

The Special Projects module supports complex, multi-modal logistics engagements that require rigorous planning, coordination of diverse job types, special handling, equipment management, detailed costing, and flexible delivery and billing reporting. Unlike standard order flows (Transport Order → Transport Job, Warehouse Order → Warehouse Job), special projects are typically:

Scoping-driven — pre-booking activities (ocular inspection, road inspection, technical consultations) with costs tracked and charged only when the project is booked
One-off or custom engagements
Multi-modal (transport + warehousing + air/sea freight + customs)
Activity-driven with explicit planning and execution phases
Resource-intensive (staff, equipment, third-party vendors)
Require special handling (temperature, hazardous, oversized, etc.)
Multi-delivery with phased or staged delivery reports
Multi-billing with multiple invoices or billing milestones

2. Goals

Goal	Description
Rigorous planning	Define activities, milestones, dependencies, and timelines before execution
Resource management	Allocate personnel, equipment (in-house vs outsourced), and third-party services
Job orchestration	Create and link jobs across Transport, Warehousing, Air Freight, Sea Freight, Customs
Special handling	Capture temperature, hazmat, fragile, oversized, and other handling requirements
Equipment tracking	Manage special handling equipment (cranes, forklifts, reefer units, etc.)
Project costing	Aggregate project-level costs and margins
Individual job costing	Cost each job (Transport Job, Warehouse Job, Air Shipment, etc.) separately
Multiple delivery reports	Support multiple delivery milestones, proof of delivery, and delivery reports
Multiple billings	Support multiple invoices, milestones, or billing schedules per project
Monitoring	Visibility into project status, progress, and alerts
Project scoping	Pre-booking activities (ocular inspection, road inspection, technical consultations) with costs tracked but charged only when project is booked
Resource and product requests	Formal requests for resources, products, equipment; product requests integrate with logistics orders/bookings with project reference
ERPNext Projects integration	ERPNext Project auto-created on Special Project insert; use for task management, costing, billing

3. Scope

3.1 In Scope

Special Project (DocType) — master document for a special project
Activity planning — activities, milestones, resources, dependencies
Integration with Transport Job, Warehouse Job, Air Shipment, Sea Shipment, Declaration
Special handling — temperature, hazmat, dimensions, handling instructions
Equipment — in-house and outsourced equipment
Project costing — roll-up and variance tracking
Individual job costing — per-job cost and revenue
Delivery reports — multiple delivery milestones and reports
Multiple billings — multiple Sales Invoices, billing milestones, or schedules
Project scoping — ocular inspection, road inspection, technical consultations; costs incurred but not charged until project is booked
Requests — for resources, products, equipment; product requests integrated with Transport Order, Air Booking, Sea Booking, Inbound Order, Release Order, Transfer Order, etc., with project reference
Project link — project (Link to Project) on orders, bookings, jobs, and Sales Invoice for unified project visibility
ERPNext Projects integration — ERPNext Project auto-created on Special Project insert; links for tasks, costing, billing

3.2 Out of Scope (Phase 1)

External project management tools (e.g. MS Project) integration
Advanced resource scheduling (Gantt charts, resource levelling)
Real-time asset tracking (GPS/GNSS for equipment)

4. Document Types

4.1 Special Project (Master DocType)

Purpose: Central document for a special project. All activities, jobs, resources, equipment, costs, deliveries, and billings are linked to this project.

Field	Type	Description
naming_series	Select	e.g. `SP-.#####`
project	Link	Project (ERPNext) — auto-created on insert; links to ERPNext Project for task management, costing, billing (read-only; set by system)
project_name	Data	Short name or title
customer	Link	Customer
sales_quote	Link	Optional link to Sales Quote
status	Select	Draft, Scoping, Booked, Planning, Approved, In Progress, On Hold, Completed, Cancelled
priority	Select	Low, Normal, High, Urgent
start_date	Date	Project start
end_date	Date	Project end
planned_start	Date	Planned start
planned_end	Date	Planned end
description	Small Text	Project description
special_handling_instructions	Long Text	Overall special handling notes
internal_notes	Long Text	Internal notes

Child tables:

Scoping Activities — Special Project Scoping Activity (pre-booking; costs charged when project is booked)
Activities — Special Project Activity
Resources — Special Project Resource
Products — Special Project Product
Equipment — Special Project Equipment
Jobs — Special Project Job (links to Transport Job, Warehouse Job, Air Shipment, Sea Shipment, Declaration)
Deliveries — Special Project Delivery
Billings — Special Project Billing

Related (via link): Special Project Request — requests are linked via special_project; show in "Requests" tab or Related list.

ERPNext Project: An ERPNext Project record is automatically created when a Special Project is inserted. The project field is set by the system and links to this created Project. Use Link Project only to attach an existing Project (e.g. if auto-creation was skipped or for migration).

4.2 Special Project Scoping Activity (Child Table)

Purpose: Define pre-booking scoping activities—ocular inspection, road inspection, technical consultations—that incur costs during the scoping phase. These costs are tracked but not charged to the project until the project is booked. Once the project status moves to Booked (or Approved/ later phases), scoping costs become chargeable and flow into project costing.

Field	Type	Description
scoping_type	Select	Ocular Inspection, Road Inspection, Technical Consultation
activity_date	Date	Date the activity was performed
description	Small Text	Description of the activity
location	Data	Location or site (e.g. for road inspection route)
assigned_to	Link	User
cost	Currency	Cost incurred
currency	Link	Currency
charged_to_project	Check	Set when project is booked; indicates cost has been charged to project
charged_date	Date	Date when cost was charged to project (set on booking)
status	Select	Planned, In Progress, Completed, Cancelled
notes	Small Text	Notes

Behaviour:

During Scoping status: costs are recorded but charged_to_project remains unchecked.
When project status changes to Booked (or Approved): action Charge Scoping Costs sets charged_to_project = 1 and charged_date = today for all completed scoping activities; their costs then flow into project costing.
Scoping costs can optionally be included in the first billing milestone when the project is booked.

4.3 Special Project Request (DocType)

Purpose: Formal request for resources, products, equipment, or other items needed for the project. Requests can be created from a Special Project and fulfilled by creating or linking to logistics orders/bookings (for products) or by allocation (for resources/equipment).

Field	Type	Description
naming_series	Select	e.g. `SPR-.#####`
special_project	Link	Special Project (required)
request_date	Date	Date of request
required_by	Date	Required by date
requested_by	Link	User
status	Select	Draft, Submitted, Approved, Partially Fulfilled, Fulfilled, Cancelled
priority	Select	Low, Normal, High, Urgent
description	Small Text	Overall description
notes	Long Text	Notes

Child tables:

Resource Requests — Special Project Resource Request
Product Requests — Special Project Product Request (integrated with orders/bookings)
Equipment Requests — Special Project Equipment Request

4.4 Special Project Resource Request (Child Table)

Purpose: Request for personnel, third-party services, or generic resources.

Field	Type	Description
resource_type	Select	Personnel, Third Party, Other
resource_role	Data	Role or description (e.g. "Driver", "Crane Operator")
quantity	Float	Quantity requested
uom	Link	UOM (e.g. Nos, Hours)
required_from	Datetime	Required from
required_to	Datetime	Required to
allocation_status	Select	Pending, Allocated, Partially Allocated, Cancelled
resource	Link	Special Project Resource (when allocated; links to project resource)
notes	Small Text	Notes

4.5 Special Project Product Request (Child Table)

Purpose: Request for products/items. Integrated with logistics orders and bookings. When fulfilled, creates or links to Transport Order, Air Booking, Sea Booking, Inbound Order, Release Order, Transfer Order, etc. Each order/booking carries special_project reference.

Field	Type	Description
item	Link	Item
quantity	Float	Quantity requested
uom	Link	UOM
description	Small Text	Description
weight	Float	Weight (if applicable)
volume	Float	Volume (if applicable)
fulfillment_type	Select	Inbound, Release, Transport, Air Freight, Sea Freight, Transfer, VAS
reference_doctype	Link	DocType (populated when fulfilled: Inbound Order, Release Order, Transport Order, Air Booking, Sea Booking, Transfer Order, VAS Order)
reference_doc	Dynamic Link	The order/booking document (options = reference_doctype)
fulfillment_status	Select	Pending, Ordered, Partially Fulfilled, Fulfilled, Cancelled
notes	Small Text	Notes

Behaviour:

Create Inbound Order from Request — creates Inbound Order with items from product requests where fulfillment_type = Inbound; sets project on Inbound Order
Create Release Order from Request — creates Release Order with items; sets project on Release Order
Create Transport Order from Request — creates Transport Order with packages; sets project on Transport Order
Create Air Booking from Request — creates Air Booking with packages; sets project on Air Booking
Create Sea Booking from Request — creates Sea Booking with packages; sets project on Sea Booking
Create Transfer Order from Request — creates Transfer Order with items; sets project on Transfer Order
Link Existing Order — link an existing order/booking to the request; sets project on that document

Integration: All logistics orders/bookings must have project (Link to Project) to reference the project. When created from Special Project Request, project is set from Special Project.project.

4.6 Special Project Equipment Request (Child Table)

Purpose: Request for special handling equipment (in-house or outsourced).

Field	Type	Description
equipment_type	Link	Special Handling Equipment Type
quantity	Float	Quantity requested
required_from	Datetime	Required from
required_to	Datetime	Required to
allocation_status	Select	Pending, Allocated, Partially Allocated, Cancelled
equipment	Link	Special Project Equipment (when allocated; links to project equipment)
notes	Small Text	Notes

4.7 Special Project Activity (Child Table)

Purpose: Define activities for rigorous planning. Each activity has a sequence, dependencies, assigned resources, and timeline.

Field	Type	Description
activity_order	Int	Sequence (1, 2, 3, …)
activity_name	Data	Short name
activity_type	Select	e.g. Transport, Warehousing, Air Freight, Sea Freight, Customs, Special Handling, Documentation, Other
description	Small Text	Description
status	Select	Not Started, In Progress, Completed, On Hold, Cancelled
planned_start	Datetime	Planned start
planned_end	Datetime	Planned end
actual_start	Datetime	Actual start
actual_end	Datetime	Actual end
depends_on	Link	Special Project Activity (optional; predecessor activity)
assigned_to	Link	User
resource	Link	Special Project Resource (optional resource)
job_type	Select	Transport Job, Warehouse Job, Air Shipment, Sea Shipment, Declaration, None
job	Dynamic Link	Link to the job (optional; populated when job created)
notes	Small Text	Notes

Validation: depends_on must reference an activity with lower activity_order (or same parent).

4.8 Special Project Resource (Child Table)

Purpose: Define resources needed (personnel, equipment, third-party services).

Field	Type	Description
resource_type	Select	Personnel, Equipment, Third Party, Other
resource_name	Link	Dynamic Link (Employee, Equipment, Supplier, etc.)
resource_role	Data	Role or description (e.g. "Project Manager", "Driver")
quantity	Float	Quantity (e.g. 2 drivers, 1 crane)
uom	Link	UOM
planned_hours	Float	Planned hours
actual_hours	Float	Actual hours
in_house	Check	In-house or outsourced
supplier	Link	Supplier (if outsourced)
cost_per_unit	Currency	Cost per unit
currency	Link	Currency
notes	Small Text	Notes

4.9 Special Project Product (Child Table)

Purpose: Define products or items involved in the project.

Field	Type	Description
item	Link	Item
quantity	Float	Quantity
uom	Link	UOM
description	Small Text	Description
weight	Float	Weight
weight_uom	Link	UOM
volume	Float	Volume
volume_uom	Link	UOM
special_handling	Link	Special Handling Type (optional)
temperature_min	Float	Temperature range (if applicable)
temperature_max	Float	Temperature range (if applicable)
hazmat_class	Data	Hazard class (if applicable)
notes	Small Text	Notes

4.10 Special Handling Type (Master DocType)

Purpose: Define types of special handling (temperature, hazmat, oversized, fragile, etc.).

Field	Type	Description
handling_type	Data	e.g. Temperature Controlled, Hazardous, Oversized, Fragile, High Value
description	Small Text	Description
requires_equipment	Check	Whether special equipment is required
requires_certification	Check	Whether certification is required
default_instructions	Long Text	Default handling instructions

4.11 Special Project Equipment (Child Table)

Purpose: Define special handling equipment needed for the project (in-house or outsourced).

Field	Type	Description
equipment_type	Link	Equipment Type (e.g. Crane, Forklift, Reefer Unit, Cold Chain)
equipment	Link	Equipment (optional; specific asset if in-house)
in_house	Check	In-house or outsourced
supplier	Link	Supplier (if outsourced)
quantity	Float	Quantity
planned_start	Datetime	Planned start
planned_end	Datetime	Planned end
actual_start	Datetime	Actual start
actual_end	Datetime	Actual end
cost_per_unit	Currency	Cost per unit
currency	Link	Currency
notes	Small Text	Notes

4.12 Special Handling Equipment Type (Master DocType)

Purpose: Define types of special handling equipment.

Field	Type	Description
equipment_type	Data	e.g. Crane, Forklift, Reefer Unit, Cold Chain Container, Hazmat Handler
description	Small Text	Description
in_house_available	Check	Whether company has in-house equipment

4.13 Special Project Job (Child Table)

Purpose: Link jobs from Transport, Warehousing, Air Freight, Sea Freight, and Customs to the project.

Field	Type	Description
job_type	Select	Transport Job, Warehouse Job, Air Shipment, Sea Shipment, Declaration
job	Dynamic Link	Link to the job (options = job_type)
activity	Link	Special Project Activity (optional; links to activity)
sequence	Int	Sort order
planned_cost	Currency	Planned cost
actual_cost	Currency	Planned cost (read-only; calculated from job charges)
planned_revenue	Currency	Planned revenue
actual_revenue	Currency	Actual revenue (read-only; from Sales Invoice)
notes	Small Text	Notes

Validation: job must be a valid document of type job_type.

4.14 Special Project Delivery (Child Table)

Purpose: Define multiple delivery milestones and reports.

Field	Type	Description
sequence	Int	Delivery sequence
delivery_date	Date	Delivery date
delivery_type	Select	Full, Partial, Milestone, Proof of Delivery
description	Small Text	Description
status	Select	Pending, Scheduled, Completed, Delayed
items_delivered	Long Text	Summary of items delivered
delivery_report	Attach	Attached delivery report
delivery_location	Link	Address or Location
proof_of_delivery	Link	Link to POD (if applicable)
notes	Small Text	Notes

4.15 Special Project Billing (Child Table)

Purpose: Define multiple billing milestones or invoices.

Field	Type	Description
sequence	Int	Billing sequence
bill_type	Select	Milestone, Interim, Final, Ad-hoc
milestone_description	Small Text	Description
planned_amount	Currency	Planned amount
currency	Link	Currency
status	Select	Pending, Invoiced, Paid
sales_invoice	Link	Sales Invoice (when created)
invoice_date	Date	Invoice date
notes	Small Text	Notes

5. Special Handling

5.1 Project-Level Special Handling

The Special Project can have:

Special handling instructions (Long Text) — overall instructions
Products table — each product can have special_handling, temperature_min/max, hazmat_class

5.2 Job-Level Special Handling

Jobs (Transport Job, Warehouse Job, Air Shipment, Sea Shipment) already support or can be extended:

Transport Job — temperature, load type, special instructions
Warehouse Job — storage type, temperature, handling requirements
Air Shipment / Sea Shipment — temperature, handling codes, special cargo

Special Projects should propagate special handling from project products to linked jobs when jobs are created or updated.

5.3 Special Handling Equipment

Equipment Type — Crane, Forklift, Reefer Unit, Cold Chain, Hazmat Handler
Equipment — in-house asset or outsourced supplier
Planned vs actual usage (start/end dates)

6. Project Costing

6.1 Project-Level Costing

Component	Source	Description
Scoping costs	Special Project Scoping Activity	Ocular inspection, road inspection, technical consultations (only when charged_to_project = 1, i.e. after project is booked)
Resource costs	Special Project Resource	Personnel, equipment, third-party
Equipment costs	Special Project Equipment	Special handling equipment
Job costs	Special Project Job → job charges	Sum of charges from linked jobs
Other costs	Optional: Special Project Cost	Ad-hoc costs (e.g. permits, documentation)

Total Project Cost = sum(scoping costs where charged) + sum(resource costs) + sum(equipment costs) + sum(job costs) + other costs

Scoping cost behaviour: During the Scoping phase, scoping costs are tracked but excluded from project costing. When the project is Booked, the action Charge Scoping Costs marks completed scoping activities as charged; their costs then flow into project costing.

6.2 Individual Job Costing

Each linked job (Transport Job, Warehouse Job, Air Shipment, Sea Shipment, Declaration) has its own charges table. The Special Project Job child table holds:

planned_cost — user-entered
actual_cost — fetched from job charges (sum of cost amounts)
planned_revenue — user-entered
actual_revenue — from Sales Invoice linked to the job

Job Margin = actual_revenue - actual_cost

7. Delivery Reports

7.1 Multiple Delivery Milestones

Delivery sequence — 1, 2, 3, …
Delivery type — Full, Partial, Milestone, Proof of Delivery
Status — Pending, Scheduled, Completed, Delayed
Attachments — delivery report, proof of delivery

7.2 Integration with POD

Transport Job — can have Proof of Delivery per leg
Special Project Delivery — can link to POD if applicable

8. Multiple Billings

8.1 Billing Milestones

Billing sequence — 1, 2, 3, …
Bill type — Milestone, Interim, Final, Ad-hoc
Planned amount — planned invoice amount
Status — Pending, Invoiced, Paid
Sales Invoice — link when invoice is created

8.2 Creation of Sales Invoices

Action: Create Sales Invoice from Special Project Billing
Filter: only billings with status = Pending
Can create one Sales Invoice per billing row, or batch create from multiple rows
Link to Sales Invoice via sales_invoice field
Update status to Invoiced

8.3 Allocation of Charges

When creating Sales Invoice from project billing, charges can be allocated from:
- Linked jobs’ charges
- Or manual entry
Design choice: Billing row can specify which jobs/charges to include (e.g. “Job 1 + Job 2 + 50% of Job 3”) or use a simpler allocation (e.g. equal split, or proportional by job cost).

9. Monitoring

9.1 Project Dashboard

Status — overall project status
Progress — % activities completed, % jobs completed
Cost vs budget — planned vs actual costs
Revenue vs planned — planned vs actual revenue
Delivery milestones — % delivered
Billing milestones — % billed

9.2 Alerts

Activities overdue — planned_end < today and status != Completed
Deliveries delayed — delivery status = Delayed
Cost overrun — actual cost > planned cost
Resource allocation — resources assigned but not allocated to activities
Unfulfilled requests — requests with pending or partially fulfilled items

10. Workflow

10.1 Status Flow

Draft → Scoping → Booked → Planning → Approved → In Progress → Completed
          ↓          ↓           ↓          ↓
       Cancelled  Cancelled   On Hold    On Hold
                                 ↓          ↓
                              Cancelled  Cancelled

Scoping phase: Project is in pre-booking assessment. Ocular inspection, road inspection, and technical consultations are performed; costs are recorded but not charged to the project.

Booked: Project is confirmed. Charge Scoping Costs action marks scoping activities as charged; their costs flow into project costing and can be included in billing.

10.2 Actions

Action	Description
Add Scoping Activity	Add ocular inspection, road inspection, or technical consultation; record cost
Charge Scoping Costs	When project is booked: mark all completed scoping activities as charged; costs flow into project costing
Create Request	Create Special Project Request (resources, products, equipment) linked to project
Link Project	Link existing ERPNext Project to Special Project (fallback when auto-creation is skipped or for migration)
Create Inbound/Release/Transport/Air/Sea Order from Request	Create logistics order/booking from product requests; sets project on order
Link Existing Order	Link existing order/booking to request and set project
Create Activity	Add activity to planning
Create Job from Activity	Create Transport Job, Warehouse Job, Air Shipment, Sea Shipment, or Declaration from activity and link to project
Link Existing Job	Link an existing job to the project
Create Delivery Report	Add delivery milestone
Create Billing Milestone	Add billing milestone
Create Sales Invoice	Create Sales Invoice from billing row; sets project on Sales Invoice for ERPNext integration
Refresh Costs	Recalculate actual costs from linked jobs
Refresh Revenue	Recalculate actual revenue from Sales Invoices

11. Integration with Existing Modules

11.1 Project Link Scope (Orders, Bookings, Jobs, Sales Invoice)

The project (Link to Project) field is used for unified project visibility across logistics and ERPNext. It is not limited to orders/bookings; it applies to:

Document Type	project (Link)	Notes
Orders & Bookings	Transport Order, Air Booking, Sea Booking, Inbound Order, Release Order, Transfer Order, VAS Order	Set when creating from Special Project Request
Jobs	Transport Job, Warehouse Job, Air Shipment, Sea Shipment, Declaration	Set when creating from Special Project Activity or linking
Sales Invoice	Sales Invoice	Already exists in ERPNext; set when creating from Special Project Billing

When creating from Special Project, project is set from Special Project.project (the linked ERPNext Project).

11.2 ERPNext Projects Module Integration

Approach: When a Special Project is created, an ERPNext Project is automatically created and linked. Special Project adds logistics-specific features; ERPNext Project provides task management, costing, and billing.

ERPNext Project	Special Project
Task management (Tasks, dependencies)	Scoping activities, logistics activities
Timesheets (time tracking)	Resource/equipment allocation
% completion (Task Completion, Task Weight, etc.)	Activity progress
Costing (Timesheet cost, Purchase Cost, Expense Claim, Consumed Material)	Job costs, scoping costs, resource costs
Billing (Sales Order, Sales Invoice)	Multiple delivery reports, multiple billings
Customer, Sales Order	Customer, Sales Quote

Special Project.project = Link to ERPNext Project. Auto-created on insert: When a Special Project is inserted, the system automatically creates an ERPNext Project and sets project. The Project is populated with: project_name (from Special Project.project_name), customer, expected_start_date, expected_end_date, status (mapped from Special Project status).

All logistics docs (orders, bookings, jobs) set project from Special Project.project
Sales Invoice created from Special Project Billing sets project (ERPNext already supports this)
Project shows: Total Costing, Total Billed, Gross Margin, Tasks, Timesheets

Implementation: on_insert or after_insert hook on Special Project creates Project and updates Special Project.project.

11.3 Transport Job

project (Link to Project) — set from Special Project when linked
Special Project Job — when job is linked, Transport Job Charges feed into project costing

11.4 Warehouse Job

project (Link to Project) — set from Special Project when linked
Special Project Job — Warehouse Job Charges feed into project costing

11.5 Air Shipment / Sea Shipment

project (Link to Project) — set from Special Project when linked
Special Project Job — Air/Sea Shipment Charges feed into project costing

11.6 Declaration (Customs)

project (Link to Project) — set from Special Project when linked
Special Project Job — Declaration charges feed into project costing

11.7 Logistics Orders and Bookings (Product Request Integration)

Product requests integrate with logistics orders/bookings. Each must have project (Link to Project) to reference the project:

Document	project	Use Case
Transport Order	Link	Product request → Create Transport Order from Request
Air Booking	Link	Product request → Create Air Booking from Request
Sea Booking	Link	Product request → Create Sea Booking from Request
Inbound Order	Link	Product request → Create Inbound Order from Request
Release Order	Link	Product request → Create Release Order from Request
Transfer Order	Link	Product request → Create Transfer Order from Request
VAS Order	Link	Product request → Create VAS Order from Request

When creating an order/booking from a product request, the system sets project on the created document (from Special Project.project). Link Existing Order sets project on an existing document.

11.8 Sales Invoice

project (Link to Project) — already exists in ERPNext; no change required
When creating Sales Invoice from Special Project Billing, set project from Special Project.project
Enables project-wise billing report, Total Billed Amount on Project

11.10 Sales Quote

Special Project (Link) — optional link from Special Project to Sales Quote
Create-from Quote — optional: create Special Project from Sales Quote (with multi-modal lines)

12. Data Model Summary

Special Project
├── Special Project Scoping Activity (child) — Ocular Inspection, Road Inspection, Technical Consultation
├── Special Project Activity (child)
│   └── depends_on → Special Project Activity
├── Special Project Resource (child)
├── Special Project Product (child)
├── Special Project Equipment (child)
├── Special Project Job (child)

│   ├── job_type: Transport Job | Warehouse Job | Air Shipment | Sea Shipment | Declaration
│   └── job: Dynamic Link
│
├── Special Project Delivery (child)
└── Special Project Billing (child)
    └── sales_invoice → Sales Invoice

Special Project (has project → Project)
    └── project: Link to ERPNext Project (task management, costing, billing)

Special Project Request (standalone; special_project → Special Project)
├── Special Project Resource Request (child)
├── Special Project Product Request (child) — reference_doctype, reference_doc → orders/bookings
└── Special Project Equipment Request (child)

Documents with project (Link to Project):
Orders/Bookings: Transport Order, Air Booking, Sea Booking, Inbound Order, Release Order, Transfer Order, VAS Order
Jobs: Transport Job, Warehouse Job, Air Shipment, Sea Shipment, Declaration
Sales Invoice: (already has project in ERPNext)

Master Doctypes:
- Special Handling Type
- Special Handling Equipment Type

13. Implementation Phases

Phase 1: Core

Phase 2: Equipment and Special Handling

Special Project Equipment (child)
Special Handling Equipment Type (master)
Special handling propagation to jobs
Equipment in-house vs outsourced tracking

Phase 3: Planning and Monitoring

Activity dependencies
Gantt or timeline view (optional)
Project dashboard
Alerts for overdue activities, cost overrun

Phase 4: Billing and Delivery

Create Sales Invoice from Billing (set project from Special Project.project)
Multiple delivery reports
Proof of Delivery integration

14. Reports

Report	Description
Special Project Status	List of projects with status, progress, costs
Special Project Cost Summary	Project-level cost breakdown
Special Project Job Costing	Per-job cost and revenue for projects
Special Project Delivery Status	Delivery milestones and status
Special Project Billing Status	Billing milestones and status
Special Project Request Status	Requests by project, fulfillment status

15. Summary

The Special Projects module provides:

Project scoping — ocular inspection, road inspection, technical consultations; costs tracked during scoping and charged when project is booked
Requests for resources, products, equipment — formal request workflow; product requests integrate with Transport Order, Air Booking, Sea Booking, Inbound Order, Release Order, Transfer Order, VAS Order (each with project reference)
Project link — project (Link to Project) on orders, bookings, jobs, and Sales Invoice; ERPNext Projects integration — Special Project links to ERPNext Project for task management, costing, billing
Rigorous planning via activities, milestones, dependencies, and resources
Resource and equipment management (in-house and outsourced)
Orchestration of jobs across Transport, Warehousing, Air Freight, Sea Freight, Customs
Special handling for temperature, hazmat, oversized, fragile, etc.
Equipment for special handling (cranes, forklifts, reefer units)
Project costing and individual job costing
Multiple delivery reports and milestones
Multiple billings with Sales Invoice creation
Monitoring via dashboard and alerts

The design aligns with existing logistics app patterns (child tables, Link to jobs, charges tables) and integrates with Transport Job, Warehouse Job, Air Shipment, Sea Shipment, and Declaration.

Home

Getting Started

Setup and Settings

Sea Freight

Air Freight

Transport

Customs

Warehousing

Pricing Center

Job Management

Sustainability

Sustainability Module

Intercompany

Special Projects

Pages

Pages Overview

Features

Reports

Reports Overview

Glossary

Glossary

Design: Special Projects

Special Projects Module — Design Document

1. Overview

2. Goals

3. Scope

3.1 In Scope

3.2 Out of Scope (Phase 1)

4. Document Types

4.1 Special Project (Master DocType)

4.2 Special Project Scoping Activity (Child Table)

4.3 Special Project Request (DocType)

4.4 Special Project Resource Request (Child Table)

4.5 Special Project Product Request (Child Table)

4.6 Special Project Equipment Request (Child Table)

4.7 Special Project Activity (Child Table)

4.8 Special Project Resource (Child Table)

4.9 Special Project Product (Child Table)

4.10 Special Handling Type (Master DocType)

4.11 Special Project Equipment (Child Table)

4.12 Special Handling Equipment Type (Master DocType)

4.13 Special Project Job (Child Table)

4.14 Special Project Delivery (Child Table)

4.15 Special Project Billing (Child Table)

5. Special Handling

5.1 Project-Level Special Handling

5.2 Job-Level Special Handling

5.3 Special Handling Equipment

6. Project Costing

6.1 Project-Level Costing

6.2 Individual Job Costing

7. Delivery Reports

7.1 Multiple Delivery Milestones

7.2 Integration with POD

8. Multiple Billings

8.1 Billing Milestones

8.2 Creation of Sales Invoices

8.3 Allocation of Charges

9. Monitoring

9.1 Project Dashboard

9.2 Alerts

10. Workflow

10.1 Status Flow

10.2 Actions

11. Integration with Existing Modules

11.1 Project Link Scope (Orders, Bookings, Jobs, Sales Invoice)

11.2 ERPNext Projects Module Integration

11.3 Transport Job

11.4 Warehouse Job

11.5 Air Shipment / Sea Shipment

11.6 Declaration (Customs)

11.7 Logistics Orders and Bookings (Product Request Integration)

11.8 Sales Invoice

11.10 Sales Quote

12. Data Model Summary

13. Implementation Phases

Phase 1: Core

Phase 2: Equipment and Special Handling

Phase 3: Planning and Monitoring

Phase 4: Billing and Delivery

14. Reports

15. Summary

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