The Project Module

The project module has been organised with project management in mind. You can register new contacts, orders, activities etc. through the various tabs in the project register. This module is closely integrated with the other modules in the program leaving you to decide whether you want to work project orientated or not.

The project register can be opened by selecting View - Project - Project Register. You can select whether you want the project list to open automatically when you open the project module by selecting View - Settings - User - Settings per Module - Project.

The projects can be divided into External or Internal projects and only external projects can be submitted for onward billing. You can define Priority, set the project to permanently or temporarily Inactive, link to a Department as well as plan project duration and make comparisons with actual hours spent on the project. You can also define a simple Budget for the project.

If you have Microsoft Project installed on your computer the Gantt Chart tab will be available within the project register. In the Gantt Chart tab, you are able to create new Gantt charts through Microsoft Project which enable you to visualise the duration and development of the project.

A project can be part of another project. It is then called a sub-project.

Integration with other modules

Various contacts and contact persons can be involved in a project. They can be linked to the project via the Contacts tab in the project register. You can select a contact as Default contact for easier overview.

Note! You cannot create new projects from the Project tab in the contact module. You can only edit an existing project by using the Edit button on the tab.

Via the Sales and Invoicing tab in the project register, you can enter new orders related to the project. In the Purchase tab you can view purchases that are registered with a link to the project.

You can create activities and documents linked to a project, register time sheet input and link products to the project. You can also link your employees to the project.

Invoicing

You can invoice the project based on two different invoicing methods: Onward billing based on purchasing and time sheet input and Onward billing based on fixed price.