This concise quick guide advises you on project management. You will learn how to create new projects, track their progress, edit settings, and conclude a project in a controlled manner.
Browsing and filtering the project list
In the general view of projects, you can view all the company's projects, track their active status, and use filters to find specific entities. You can access the view by selecting Project master from the main menu.
Browse the list to get an overview of ongoing projects.
Use the search bar and filters to narrow the view, for example, by project manager or active status.
Enable or hide financial key figures from the toggle switch in the upper right corner to see summary information about the projects' situation.
Click on the project name to move to the detailed workspace of the specific project.
Creating a new project
You can create either customer projects or the company's internal projects in the system. You can confirm run by going to Project master > Create project.
Select the type of project to be created: Customer project or Internal project.
Enter the project name and choose customer and possible contact.
Define the currency and other basic information for the project.
Add members to the project and assign them the necessary roles.
Optionally, add the phases of a project already during the creation phase.
Save the information by pressing Add.
Managing project settings
In the project settings, you can precisely define how the project is invoicing and what product master or work types are used in it. You can edit the preferences by going to Project master > select the desired project > Overview > Project settings.
Edit the general information of the project, organization structure, or Keywords.
Manage billing information, such as the billing customer and invoice address in the Billing information section.
Define project-specific work types, product master, and possible cost exceptions for members.
Adjust the appearance of the invoice, such as the invoice template, columns, and grouping methods in the Preferences section.
Add project-specific attachments that you want to include in the invoices.
Concluding a project
When the project is completed, it is important to ensure the project is concluded so that project management stays up to date. During the closure, you can choose what happens to not finished events and future events. Confirm run by going to the desired project and clicking the three-dot menu in the upper right corner Close project.
Check the list of unapproved hours and travel expenses. You can release them all at once during the closure.
Choose what to do with unbilled sales: you can invoice it immediately, mark it as no invoice, or leave it waiting for later processing.
Choose whether to delete the project's future activities and resource usages.
Confirm the closure by pressing Close.
Keywords: beta, project master, project management, creation, preferences, closure, key figures, billing information, work types
*This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.
*