...
For details on creating projects, see Projects.
Adding Project Tasks
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 can group multiple tasks by specifying a parent task. For more details, refer to Project Tasks.
...
You can enter cost estimates with different levels of details for different projects. You can use the following levels of details (analytics parameters):
- Department
- Business Activity
- Company
- Project Task
- Cost Element (Employee standing for the associated labor costs; Items, such as materials, stock items, or services, and Fixed Assets standing for related depreciation costs in case you need to use special equipment, devices, vehicles for the project)
- Project Task
- Company
- Business Activity
- Department
You can provide the cost estimates for each applicable combination of these details. You can select these analytical parameters by clicking the Settings button.
...
For revenue estimates, you can use the following levels of details (analytics parameters):
- DepartmentsItem
- Business ActivitiesProject Task
- Income ItemsItemsItem
- Business Activity
- Department
You can provide a revenue estimate for each applicable combination of these details.
...
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.
...
For more information, refer to Project Costing: reportsReports.