[Image: image_1.jpeg]Copyright©2025 Yonyou Group All rights reserved.Without the written permission of Yonyou Group, no part or whole of the content of this release note may be copied, reproduced, translated, or reduced for any purpose. The content of this release note may change without notice, please be aware. Please note: The content of this release note does not represent any commitment made by Yonyou Network.Special StatementDear readers, please note that the release notes for this version have been optimized, and there is no longer a distinction between the full version and the incremental version. For easier reading, we have highlighted the new features in bold blue font in the full version. We kindly ask readers to pay special attention to this change while reviewing.Table of ContentsChapter 1 Product Overview 71.1 Product Overview 71.2 Product Architecture 71.3 Product Objectives 7Chapter 2 Product Scope 8Chapter 3 Product Functions 93.1 Project Preliminary 93.1.1 Basic Settings in the Early Stage 93.1.2 Decision Management 113.2 Project Life Cycle 123.2.1 Basic Settings 123.2.2 Project Initiation 173.2.3 Project Execution 243.2.4 Project Plan 353.2.5 Project Resources 423.2.6 Project Closure 493.2.7 Project Risk 553.3 Project Budget 603.3.1 Basic Settings for Budget 603.3.2 Budget Preparation 633.3.3 Control Execution 663.4 Construction Project 673.4.1 Contract Payment Category 673.4.2 Contract for Construction Project Settings 683.4.3 Visa Type 683.4.4 Engineering Payment Contract 683.4.5 Confirmation of Visa for Party A 693.4.6 Process Settle 693.4.7 Final Settlement 693.4.8 AR Invoices 703.4.9 Payment Contract for Engineering 713.4.10 Visa Confirmation 713.4.11 Engineering Quantity Report 713.4.12 Progress Payment Settlement 723.4.13 Material Settle 723.4.14 Contract Settle 733.4.15 AP Invoices 733.5 Service Project 743.5.1 Service Basic Settings 743.5.2 Service Collection Contract 753.5.3 Payment Contract for Services 773.6 Project Cost 783.7 Project Analysis 783.7.1 Project Analysis Dashboard 783.7.2 Project Income and Expenditure Analysis 793.7.3 Project Risk Analysis 813.7.4 Project Progress Analysis 823.7.5 Project Ledger 823.8 OpenAPI 843.8.1 Project Initiation 843.8.2 Project Resources 843.8.3 Project Budget 853.8.4 Project Execution 853.8.5 Project Plan 853.8.6 Project Risk 863.8.7 Project Closure 86Chapter 4 Special Instructions 864.1 Globalization 864.2 Mobileization 864.2.1 Project Initiation 864.2.2 Project Budget 874.2.3 Resource Management 874.2.4 Project Plan 874.2.5 Project Execution 874.2.6 Project Risk 884.2.7 Project Closure 884.3 Digital Intelligence 89Product OverviewProduct OverviewThe Project Management Cloud provides full life cycle management services for large enterprises' digital transformation based on roles and scenarios. The Project Management Cloud manages the entire life cycle from project initiation, planning, execution, monitoring, to closure, achieving three-dimensional control of time, cost, and progress (including project initiation management, resource management, project budgeting, progress management, project performance, project closure, and project analysis). It integrates the process from opportunity to delivery to payment, providing strong support for refined management in enterprises. On the other hand, project management services are tailored to different industries, as project control and requirements vary across sectors. Therefore, the Project Management Cloud builds a project management business platform to meet the diverse needs of different industries/enterprises. The Project Management Cloud offers comprehensive service capabilities for the modern service industry, providing enterprises with a digital project management platform aimed at reducing costs and increasing profits. The Project Management Cloud features a universal project schedule application architecture, providing complex schedule management service capabilities for modern service industries, equipment manufacturing, engineering projects, and more.Product ArchitectureProject Management Product Architecture DiagramProduct GoalsThe overall goal of the Project Management product is to focus on projects and provide a complete solution for project management in the modern service industry, while also supporting equipment manufacturing and engineering project planning management with project planning as the core.Centralized and Unified Project Management Platform: Supports the entire process management from sales to project delivery, including the progress, subcontracting, resources, etc. of the delivery process, to the full business integration of project delivery and acceptance.Enterprise refined management, reducing project costs, and increasing project profits: Enterprise control is refined from departments and personnel to projects, achieving cost reduction and profit increase at the project level.Control key business processes: Start from project planning to complete the planning of key tasks including project scope, etc. During execution, implement strict control over project progress, resources, etc.Enhancement of Project Early Stage: Provide capability support for pre-investment management of investment projects, supporting management from the intention to register project information, investment requests to the project decision-making process, and supporting meeting minutes and decision justification in management decisions;Intelligent Data Visualization: Visualization analysis by role (Project Manager, Team Member, Customer Manager, Procurement Manager, etc.); Visualization by project, by duties;Provide project management middle platform capabilities: Project management will set different management methods in different enterprises, and even within the same industry, management models may vary. Therefore, building a project management middle platform can quickly establish the project management scenarios required by the enterprise.Strengthen project collaboration closed loop: Tasks as the core for internal collaboration within the enterprise, project initiation services provide closed loop scenarios for external domain projects, integrated solutions around the project, OpenAPI, Sales Contract, and Purchase Contract as the core for external collaboration of the enterprise.Integrated Business and Finance, Detailed Accounting: Integrating Sales Management, Purchase Management, Accounts Receivable, Accounts Payable, and Specialized Accounting to achieve business-finance integration and realize refined financial accounting.Adaptation Characteristic System: Supports dynamic expansion of Business Object properties through adaptation characteristics, flexibly supporting diverse property descriptions of Business Objects. Business properties can be expanded individually or in groups.Product RangeThe Project Management product in this release supports local deployment mode. The scope and form of the product release are as follows:Domain CloudDomainAppExclusive CloudPrivate CloudOn-Premises DeploymentProject ManagementProject InitiationPreliminary Basic Settings✔✔✔Project ManagementProject InitiationDecision Management✔✔✔Project ManagementProject Life CycleBasic Settings✔✔✔Project ManagementProject Life CycleProject Approval✔✔✔Project ManagementProject Life CycleProject Execution✔✔✔Project ManagementProject Life CycleProject Planning✔✔✔Project ManagementProject Life CycleProject Resources✔✔✔Project ManagementProject Life CycleProject Closure✔✔✔Project ManagementProject Life CycleProject Risks✔✔✔Project ManagementProject Life CycleProject Workbench✔✔✔Project ManagementProject BudgetBudget Basic Settings✔✔✔Project ManagementProject BudgetBudget Preparation✔✔✔Project ManagementProject BudgetControl Execution✔✔✔Project ManagementConstruction ProjectEngineering Basic Settings✔✔✔Project ManagementConstruction ProjectEngineering Payment Contract✔✔✔Project ManagementConstruction ProjectEngineering Receipt Contract✔✔✔Project ManagementService ProjectService Basic Settings✔✔✔Project ManagementService ProjectService Receipt Contract✔✔✔Project ManagementService ProjectService Payment Contract✔✔✔Project ManagementProject CostsProject Costs✔✔✔Project ManagementProject CostsCost Center Accounting✔✔✔Project ManagementProject CostsMaster Data✔✔✔Project ManagementProject AnalysisProject Analysis Dashboard✔✔✔Project ManagementProject AnalysisProject Income and Expenditure Analysis✔✔✔Project ManagementProject AnalysisProject Risk Analysis✔✔✔Project ManagementProject AnalysisProject Ledger✔✔✔Product FeaturesProject Preliminary PhasePre-project application, completing the management of investment project decision-making processes. The decision-making process meets the standardization of pre-investment workflows: supports the internal project filing process from purchase intention registration to investment request, supports the demonstration of project proposals and feasibility study reports for filed projects, supports key recording of meetings during the pre-investment decision-making process; supports project decision-making for filed projects, officially completing the establishment of investment projects. The pre-project phase is integrated with project processes and project budgeting applications, establishing an integrated investment and construction management workflow. Capital expenditure projects establish management of all elements throughout the project life cycle, from investment project decision-making to project schedule planning, project resource application and fulfillment, project performance execution, and project budget preparation and control, by completing the application of project management cloud products.Preliminary Basic SettingsBasic Settings provide the configuration capability for the early decision-making process of a project. Enterprise users can configure it according to their management requirements to achieve personalized application scenarios for the enterprise.Funds SourceUsed to define the composition of funds source for investment projects.The features of this version are as follows:Funds Source supports the preliminary phase of the project for each Business Object as a Reference.Funds Source supports users to add, modify, and delete.The funds source list supports query filtering, disabling, and enabling.Negative ListThe negative list system is widely applied in the management process of various enterprise investment projects. Enterprises and institutions can maintain the applicable/required negative list content of their unit to support investment project decision-making.The features of this version are as follows:The negative list supports the reference of various business objects in the early stage of the project.The negative list type only supports reference, with default preset classifications managed by industry: restricted category, special supervision category, prohibited category;Support users to add, modify, and delete the negative list. Support maintaining the release date;The negative list supports query filtering, disabling, and enabling.File Upload SettingsFile upload settings provide enterprises with the control capability to require the upload of files for project preliminary documents, allowing users to set mandatory document content for document types/transaction types.The features of this version are as follows:Support setting file upload content by document type;Support setting file upload content by transaction type;File upload control supports setting whether it is mandatory.File upload control definition file business name;File upload control presets support common file types: zip, ppt, word, ofd, pdf, etc.Meeting TypeMeeting types support users in creating relevant files based on enterprise management requirements.The features of this version are as f...
