Projects - the heartbeat of your firm, and this application

Creating A Project From Scratch

Many projects are created from scratch. However, you have the option of duplicating an exiting project to jumpstart things. You can also open a Proposal and create a project from there - the Project and Proposal will be linked together.

Project Editor - General Info

This is the basic information about your project such as number, name, and client.

Project Editor - Billing Rates

Each project will have its own unique set of billing rates. In most cases, these will be generated from your master billing rates.

Project Editor - Phases • Consultants • Fees

Phases will be used to enter your fees and generate your invoice line items. Each phase within your project can have any of the available billing formats.

Project Editor - Billing Options

Project settings are copied in from your master settings. Because they are copied, you can make changes as needed for each project.

Additional Services

No project is perfect and it is common to have additional services that are outside of your original scope of work. Here is how to track and bill for extras.

Expenses and Services

Expenses have a direct cost to your project and may or may not be billed to your client. Services do not have any direct expense.

Project Actions - Update Percent Complete

It is a best practice to keep your percent complete up to date on all of your projects. Here is a quick hack to have them calculated for you.

Earned Values and WIP Calculations

Earned Values represent how much fee you have earned, Work In Progress is how much of that fee is ready to be billed.

How To Move Time Between Phases

When time has been recorded to the incorrect phase, you can do a bulk or batch process to move them to the correct phase. Here is how.