Projects

Creating Project can create 2 method was create manual and automatically create from Rental Module and Service Module

The method create Project by Manual

• Go to: Main menu > Projects > Projects > Projects

• Click the button: New Project and Save after filling the information. Select Project item, If want to create Tracking

• Project has 4 Tab (General, Project item, Costing, and Resources)

• General

             For explanation

• Project Name : the Project name
• Project Number : the Project number (can’t create the number duplicate with other project)
• Customer : the customer name
• Start Date : the beginning of Project
• End Date : the ending of Project
• Status :

• In Progress : the Project is progressing
• Completed : the Project completed
• Canceled : the Project was canceled
• Description : the description of Project
• Note
• Progress (%) : the Project work percentage. Calculate from MileStone and Task

• Project item : the list that involve in Project for calculating cost

• Project Template : select Template (Template was created at the Setting page)
• Project items : after select Template, the system will show the  item that created the Template and fill the field: Estimate Cost Amount and Estimate Sales Amount

• Costing

                For explanation

• Estimate Costs/Profits : the estimate cost and profits

• Estimate Cost Tracking Code crate by clicking Option > Create Tracking Code Est

• Actual Cost/Profits : the actual cost and profits

• Actual Cost Tracking Code crate by clicking Option > Create Tracking Code Act

• Resource : add the resource list that involve in project (Resource create from Module Resource)

How to create Project by automatic

• After create Rental Order or Service Order, the system will generate Project by automatic. If Service created from generated Rental Order, Project and Rental will be used together.

How to create Work Time Project

• In Relate part : Work Time > click the button Add and fill the information and then click the button Approve

For explanation

•  Resource : the system will filter Resource that are involved in Project. If there is no involve in Project, the system will show all Resource List
• Actual Hours : the working hours
• Billable Hours : the bill hours
• Hourly Rate : wage per hour (if Resource are involve the Product that the product set the Cost Price, the system will show in the field: Hourly Rate)
• Sale Rate : the Unit Price for create invoice ( if Resource are involve the product that the product has Base Sale Price, the system will show in the field: Sale Rate)
• Tracking : select Tracking Code that involve in Work time (Tracking is the Actual Cost part)

How to create Invoice Project

The system has 2 method to create the invoice project

1. Creating from Project by set the manual price. Click Option > Copy to Invoice

        Fill the information in invoice

2. Creating from Work Time follow the working hours. The system can create both Line item and Group

(the Invoice that create from Work Time, the Work Time status must be Approved)

The information in Invoice will copied from Work Time by automatic