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You can move the projects between folders by drag-and-drop method or by selecting another folder to hold a particular project (when editing this project).
Adding a Project: The Main Parameters tab
This tab provides you with main information on the project: entity, customer, project manager, planned dates of its start and finish. As the project moves through different stages of its life cycle, the dates of its actual start and finish can be added.
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- Quotation: To set the prices to be offered to the customer.
- Customer Order: To record the goods and services requested by the customer in this project.
- Invoice: To bill the customer (client) for the provided goods and rendered services.
- Purchase Order: To order the goods and services required for the project.
- Invoice Received: To register the purchase of goods and services required for the project.
- Inventory Write off: To write off inventory which has been consumed for the project.
- Requisition: To include the items needed for projects in requisition processing.
- Proforma Invoice Received: To record payment request sent by suppliers for the purchase of goods and services required for the project.
- Progressive Invoice: To bill the customer (client) based on the progress of the project.
- Requisition (for Estimate): To request prices of estimated goods and services from the supplier.
Project Status changes
You can change the project status by using the Change status link to the right of the current project status. The link appears once you save the project.
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- Budget Estimates Versions: Click this link to view the history of budget estimates.
- Project Estimates Versions: Click this link to view the history of project estimates.
- Project Statuses: Click this link to view the history of status changes.
- Project Task Pipelines: Click this link to view the current statuses of project tasks.
Adding a Project. The Project Teams tab
On this tab, you can list the project team members.
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In the Project Role column, you can select a role that this contact will play for the project as a team member. You can select the role from the list of Project Roles or add a new one on the fly.
Adding a Project. The Project Tasks tab
On this tab, you can review existing project tasks or add new ones to the project.
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Figure 12: The "Projects (create)" form. The Estimates tab
How to create Project Estimate?
There are two ways to create project estimates:
- You can create project estimate directly form the project by click create/edit current estimate button or by clicking Generate > Project Estimate
- Go to the Project Estimates document list, open Project Costing > Project Costing Documents > Project Estimates and click
Creating a Project Estimates document. The Main tab
On this tab, you can enter general information about the project's estimate: the project, customer, project type, entity, and the employee who is responsible for the project. Also, you can specify whether you need to split estimates by planning period.
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In the Comment text box, you can enter any information related to this project's budget.
Creating a Project Estimates document. The Revenue and Costs tab
This tab is used for building the project budget using the Calculation of Revenue Based on Costs calculation method. The tab contains the following two panes:
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The Amount Incl. Markup column shows the cost with markup for this cost/expense.
Creating a Project Estimates document. The Overheads tab
This tab is used to enter the estimates of overhead costs for the project. This tab is available if the estimation method is Independent Calculation of Costs and Revenues.
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