With our powerful Project Management feature, you can create your Projects and assign multiple Jobs, Quotes, Purchase Orders, and Invoices to them. Additionally, you will have a dashboard displaying all of your financial metrics for the entire project, giving you complete oversight of everything happening with the Project in question.
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Projects Overview
The projects overview grid gives you an overview of all of your current projects by status. From here you can filter the project and export a project report if required.
By clicking on the Actions button associated with the project in question, you can Archive, Delete or Complete your projects.
Create a New Project
You can create a new Project on the web dashboard by navigating to Projects > New Project, Clients > Select the Client in question > New Job.
Select a Client - From the drop-down list provided select the Client associated with the project in question from your clients' list.
Select a Client Location - From the drop-down list provided select the Location associated with the project in question. Projects created can only be allocated to one location.
Project Name - This is the name of the Project as it will be displayed on the Projects list.
Project Description - The Project Description is where you can detail all the information associated with the Project. This section can hold up to 4000 characters, the equivalent of an A4 page of text.
Project Status - From here you can select the current status of the Project in question. Bespoke statuses can added to the dropdown list by navigating to Settings > Job & Project Settings and clicking on the Project Statuses & Categories tab.
Project Category - One or more categories can be selected when a Project is created by selecting the required categories from the dropdown menu. To add a category, click on the plus symbol beside Categories, enter the name of the new Category from the side menu and press save. The new Category will be available for selection. Categories are a filterable option on the Projects Overview. Bespoke Categories can added to the dropdown list by navigating to Settings > Job & Project Settings and clicking on the Project Statuses & Categories tab.
Project Start Date - From the date picker provided select the start date for the Project.
Project End Date - From the date picker provided select the estimated project end date.
Project Total Value - The total value associated with the project can be allocated here. This will be used when calculating the margin of the project.
Once the above information is added, and saved, the Project in question will be added to your Projects grid.
Project Dashboard
The Projects Overview provides a summary of your Project details.
Here, you can find essential information such as the Project Number, Project Name, Creation Date, and Client Details for the Project in question.
Additionally, this section features an at-a-glance dashboard where you can quickly view and manage all associated Quotes, Invoices, and Purchase Orders for the project to date. This dashboard helps you keep track of your Project financials and ensures that you have all the necessary information at your fingertips.
The Project financials details displayed are:
Total Project Value - The total value attributed to the Project when created.
Invoiced to Date - The total percentage and value of paid invoices associated with the Project.
Project Completion Date - The completion date attributed to the Project when it is created.
Margin to Date - A percentage representation of the overall project margin.
Profit to Date - The total value of the profit made based on applied Project cost and sell
Additionally, this section features micro dashboards that offer a quick view of all associated Quotes, Purchase Orders, and Invoices, along with their current status. These micro dashboards help you efficiently track and manage all financials related to the project, ensuring you have all the necessary information to monitor your project until completion.