01What it is
Projects is the register of work taken on. Every project stands on one object of one site and has work modules, for example installations, fire protection or finishes. Preliminary calculations live separately, in Quotes.
A project’s status moves from scheduled, through in progress and ready for handover, to closed. A project can also be put on hold or cancelled.
- ONE WORK CARD
- Scope, lines, tasks, photos, handovers and settlement.
- HANDOVERS
- Partial and final handover protocols with the customer’s decision.
- OPEN VALUE
- The combined value of projects, excluding closed and cancelled ones.
02What it is for
Scope in one place
The line calculation and the work list with assignee, planned date and hours.
Handover with a protocol
A partial or final handover with faults and the customer’s latest decision.
Project result
Economics compares revenue with own cost and shows the margin.
Two printouts
A printout for the customer and an internal printout with costs.
03Main options
The project card has tabs: Overview, Economics (for people with access to finance), Calculation, Work list, Photos, Documents and Handovers. The four used most often are described below.
Data, deadline and state of the project
The first tab: site and object, customer, work modules, dates and status.
- The site and object where the work takes place
- Start date and planned date
- Scope and condition found, notes for the customer, internal note
Material lines and services
The project lines with quantity and price. Purchase costs are visible only to people with access to finance.
- Add, edit and delete lines
- Material reservations from the store
- The project value for the customer
Project tasks
Work with an assignee, planned date, estimated hours and status.
- A link to the task card
- Dated tasks go to the schedule
- Priority and work module for every task
Handover protocols
Partial and final handover protocols of this project.
- Handover type and date
- Number of faults in the protocol lines
- The customer’s latest decision on the protocol
04Tasks step by step
- STEP 1Open Modules › Sites and objects › Projects and choose New project.
- STEP 2Enter the name, choose the type (for a customer or internal), the work modules and the site and object.
- STEP 3Set the start date and the planned date, describe the scope and the condition found, then choose Create a project.
- STEP 1Open the quote in Modules › Customers › Quotes and choose Create project. A rejected or expired quote cannot be converted.
- STEP 2Choose the site and object where the work will take place.
- STEP 3Items, labour and prices are carried over from the quote; the planned cost becomes the project budget.
- STEP 1Open a project that is in progress and choose Add handover protocol in the menu.
- STEP 2Choose a partial or final handover and record the result of each line.
- STEP 3The protocol appears on the Handovers tab together with the customer’s decision.
- STEP 1In the card menu choose Show work log, Show project materials or Show scope changes.
- STEP 2The screen opens already narrowed to this project.
05Actions
The most common tasks on a project.
New project
Work on an object of a site, with work modules.
Add handover protocol
A partial or final handover.
Print for customer
A project printout without own costs.
Print internal printout
A printout with costs, for people with access to finance.
Show work log
The diary entries of this project.
Show material reservations
Materials reserved for the project.
06What it connects to
Choose a module to see how it uses the project.
Sites
A project belongs to a site and appears on its Projects tab.
Go to the topicSitesObjects
A project takes place on one object and is visible on its card.
Go to the topicObjectsQuotes
From a quote you create a project with its items, labour and prices.
Go to the topicQuotesTasks
The project work list is made of tasks, which build the schedule.
Go to the topicTasksCustomer approvals
Customer approvals for this project open from the card menu.
Go to the topicCustomer approvalsMaterial reservations
Materials from the calculation can be reserved in the store.
Go to the topicMaterial reservations