...

If project tasks are enabled, you can add tasks to the project by using the Project Costing > Master Data > Project Tasks form. For a task, you need to specify the project, planned dates of start and finish, and the employees responsible for task execution. Also, you can indicate the order of task execution by specifying a predecessor for a task or you ca can group multiple tasks by specifying a parent task. For more details, refer to Project Tasks. 

You can view all the tasks of the project on the Project Tasks tab of the project master record.

Project statuses

For each project, on its path from the initial idea to planning and then execution, you can indicate a new stage by changing the appropriate status.

...

First of all, you need to understand which of the two available methods of estimate calculation is good for the project. You can use the default method or change it for another by clicking the Settings button on the toolbar. The Document Settings dialog box appears and you can select the method you need.

Image RemovedImage Added
The Document Settings dialog box

...

You can provide the cost estimates for each applicable combination of these details. You can select these analytical parameters by clicking the Settings button.

Revenue analytics

For revenue estimates, you can use the following levels of details (analytics parameters): Departments, Business Activities, Income Items, Items.

...

• The Revenues table is intended for the revenue estimates (or planned revenue amounts). First, to define the kind of revenue, you need to select analytical parameters. The estimates for each kind of revenue objects are calculated based on costs and markups.
• The Costs table lists the planned direct costs for each of the revenue kinds.

For each  revenue (defined by a specific set of analytical parameters), you can specify direct costs and provide the cost estimates. Then on the Overhead tab, you can list the estimates for various overheads and allocate them to proportionally to costs. Alternatively, later you can allocate overheads to costs but proportionally to the calculated revenue estimates.

To calculate the revenue estimates based on direct cost estimates and overhead cost estimates, you use markups.  You You can enter markups in the following ways:

• As percentage applicable to the sum of all costs related to the specific revenue. For this, you enter a markup in each row of the Revenues table. The revenue estimate will be calculated as the total of costs increased according to the specified markup.
• As percentages applicable to particular costs (with defined by the specified analytical parameters). For this, you enter a markup in each row of the Costs table. Then, the revenue estimate will be calculated as total of the sum of costs with each cost amount increased by according to its own markup percent.

...

• percentage.

If the Estimates By Period option is selected for the project, you can specify how the costs and revenues are distributed within the defined project duration. For this, you can select the appropriate planning period: Week, Month, Quarter, Half Year, or Year. Then, you can split all the amounts costs, overheads, revenues evenly by period or only the selected amounts evenly by period. Also, you can distribute the costs . overheads, and revenues manually, so that the each total amount is equal to the sum of corresponding period's amounts.

Versions of the project budget

...

Previous versions of estimates are not available for usereviewing if you click the Project Estimates Versions link right under the project title (the project's master record).

Project execution

Once a project is created and executed, any document related to the project can be linked to this project. For accurate tracking of actual costs, you need to correctly specify the analytical parameters.
Note. If you need to specify multiple projects in a document—link different items to different projects—you can move the Project field from the document heading (the Main tab) to the list of items or services (the Inventory and Services tabs) by using the Settings button on the form toolbar.

The actual direct costs are calculated based on the documents that were linked to the project and according to in accordance with the analytical parameters selected for tracking the project costs.

...

As the project is being executed, you can monitor the project progress by using the Diagrams tab of the Project form. for details, refer to Adding a Project. The Diagrams tab.

...

Analysis of project costs and revenues

...