A Project consists of a project team, tasks and assignments. Many items like revenues,expenses and time reports belong to a project. A project can be billable or non-billable. When a user opens a project the first category shown in the project space is the 'Overview' header section, which shows the latest items for different project related information. The Projects category lists projects in the system. Depending on the access rights the user can see all the projects or only a part of them.

• How to create a project?
• Work schedules
• What is calculated to 'Actual' efforts?
• Project plan
• MS Project Import and Export
• How to create project templates?
• How to use project status?
• How to change the start or end date of a project?
• What is the main difference between internal self cost and internal total cost?
• Project team members - External team member
• Work breakdown structure (WBS)

1. When a user opens the Projects category, the list view of projects is shown. The projects can be filtered by using the filters in the filter section.
2. Each row lists a projects with links to different modules. By clicking on a project’s name the project space for the project is opened.
3. Projects listed in the view can be exported to MS Excel by clicking on the "Export to MS Excel" link in the tools section.
4. The form view for editing the project is opened by clicking on the "Edit project" link.
5. To update the project from a file exported from MS project, click on the "Update project from MS Project" link in the tools section. A form will open where the file can be selected and the project updated.
6. The summary view can be viewed as a PDF by clicking on the "view PDF" link in the tools section.

Categories

• Project information: Lists the common fields for the project.

• Billing information: If the project is connected to a contact then the billing information for the project is shown here.

• Indicators: Lists budgeted, forecasted, actual and invoiced revenues and costs for the project.

• Settings: A project has project specific settings, the settings are listed here.

• Latest time reports: Lists the latest time reports for the project. All time reports for the project can be viewed on the Hours-tab.

• Latest expenses: Lists the latest expenses for the project. All expenses for the project can be viewed on 'Expenses'.

• Latest purchases: Lists the latest purchases for the project. All purchases for the project can be viewed on 'Purchases'.

• Latest upcoming revenues: Lists the latest upcoming revenues for the project that are not yet invoiced. All revenues for the project can be viewed on 'Revenues'.

• Latest invoiced items: Lists the latest invoiced revenues for the project. All revenues for the project can be viewed on 'Revenues'.

• Latest documents: Lists the latest documents related to the project.

• Latest messages: Lists the lastest messages for the project. All messages for the project can viewed on 'Messages'.

• Latest action: Lists the latest actions for the project. All actions for the the project can be viewed on 'Actions'.

• Latest requests: Lists the latest requests for the project. All requests for the the project can be viewed on 'Requests'.

• Latest opportunities: Lists the latest opportunities for the project. All opportunities for the the project can be viewed on the 'Opportunities'.

• Project goals: The free text field for describing the project in detail.

• Change history: Lists history for the project based on status, start, finish and name.

Form view

1. The form view for projects contains four sub tabs: Project information, Budget, Settings and Email notification.
2. The project is saved by clicking on the "Save" link.

Default fields

• Name: The name of the project.

• Project ID: An automatically generated ID for each project.

• Project type: Defines if the project is normal project or a template. Template projects can be used as a basis for new projects.

• Billing type: If the project is billable this field sets the billing type ("Fixed" or "Time based"). For non-billable projects, set this field to "Non-billable".

• Status: The status of the project, e.g. In execution or archived.

• Portfolio: Each project must belong to a portfolio.

• Related to contact / account: A billable project must be related to a contact.

• Reference / PO-number: Field for entering the project specific default invoice reference or PO-number

• Project goals: A free text field for describing the project's goals in detail.

• Budgeted revenue: The budgeted revenue for the project.

• Budgeted cost: The budgeted cost for the project.

• Budgeted effort: The budgeted effort for the project.

• Budgeted expense: The budgeted revenue for the project.

• Budgeted purchase: The budgeted purchase for the project.

• Automatically accept time reports: If set to "Yes" the time reports for the project will be automatically accepted in an interval, as default every night.

• Require comment for reported hours: Defines if time reports reported to the project must contain comments. Select the "For all billable tasks" option if comments only are required for billable tasks.

• Set request performer(s) as team member(s): Defines if request performers automatically should be added as team members to the project.

• Allow new tasks and assignments for all users: Defines if users that aren't part of the project's team can create new tasks and assignments in the time sheet or in the work scheduler for the project.