You can create projects in Severa from the top right corner using the Add new button or from the page navigation in the Project master overview with the Create project button. You can choose between two project types: Customer project or Internal project.
Creating a customer project
A customer project is a project that includes matters related to the customer and its financial details, such as hours logged for projects and billing information. A customer project should be created if you want to send invoices to the customer. Create a customer project by clicking Create project > Customer project:
Add Project name and Account (mandatory information)
Fill in other details such as Contact, Unit, Cost center and project Deadline
Define the project team in the Members section
Add new members by searching for a member in the Choose new members section
Review already added members either in grid or list format
Add Current phases to the project
Click the Add phase button
Enter phase name and add new phases if necessary
Delete phase if necessary by clicking the red trash icon next to the phase
Define the project's Financial details
Set the project's Invoicing currency if the Multi-currency add-on is enabled.
Select the work Order status. The fields Project value and Expected order date can be filled in once the order status is defined.
If the company has the Custom fields add-on enabled, and mandatory custom fields are defined for projects, fill in the information
Save and create the project by clicking Add
If the Multi-currency add-on is enabled, the project's currency cannot be changed after the project is created. Therefore, choose the correct currency during creation.
Creating an internal project
An internal project is the company's own project, for which internal time entries can be logged, for example. Internal projects cannot be invoiced, and they do not contain financial details like customer projects do. The Account field is automatically filled with your organization's internal customer information and cannot be changed. Create an internal project by clicking Create project > Internal project:
Add Project name
Fill in other details such as Contact, Unit, Cost center and project Deadline
Define the project team in the Members section
Add new members by searching for a member in the Choose new members section
Review already added members either in grid or list format
Add Current phases to the project
Click the Add phase button
Enter phase name and add new phases if necessary
Delete phase if necessary by clicking the red trash icon next to the phase
Save and create the internal project by clicking Add
An internal project cannot be changed later to a customer project, and a customer project cannot be changed to an internal project.
Keywords: beta, project master, project view, project creation, customer project, internal project, project settings, overview, active status, closing, deletion, billing information, project team, project workgroup, project timeline
*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.
*