Overview
This article introduces you to the main entities available in ProgressionLIVE. Each entity link gives you access to a detailed article on its use.
What is an entity?
An entity in ProgressionLIVE is represented by an information record. Each record contains data specific to an element of your organization (e.g., customer, human resource, product, etc.).
Entities are used to:
Complete the information linked to tasks.
Store their own data.
Example: A customer record contains the name, address, contacts, and the full history of tasks linked to that customer. The entity therefore acts as a central information base for that element.
The main entities
Here are the most common entities in ProgressionLIVE:
Human resources
Customers
Locations
Products
Equipment
Accessing entities in ProgressionLIVE
Each entity has its own section accessible via the Management menu. From this section, you can:
View the list of all entities of that type. Example: Under Management > Customers, you will see the list of all customers in the account.
Double-click an entity to open its record and edit it.
Create a new entity from this list.
Tip: Refer to the documentation specific to each entity to learn more about the available fields and their use.
Deactivating an entity
You can deactivate an entity so it disappears from the list and is no longer used in ProgressionLIVE. However, it is not deleted — all its data and history are retained.
To deactivate an entity:
Open its record.
Check the Disabled box.
Note: Deactivated entities can be displayed by checking Show disabled items in the corresponding list.
Entity list features
Entity lists offer several sorting, filtering, and display options. To discover all available features, refer to the article Lists in ProgressionLIVE (insert link).
Summary
Entities are independent records used throughout ProgressionLIVE. They serve primarily as a database for storing static information related to resources, customers, products, locations, or equipment.
FAQ
What is the difference between an entity and a task?
A task represents an action or work to be performed, while an entity stores reference data (customer, resource, product, etc.) used in those tasks.
Can I permanently delete an entity?
No. Entities can only be deactivated to preserve data history.
Where can I find my deactivated entities?
In the list for each entity type, check Show disabled items to display them again.