Create a project : Severa

You can create new projects in three different ways from various parts of the system:

1️⃣ From the top navigation New > Project
2️⃣ From the side navigation Projects > Summary > Add project
3️⃣ From the customer card on the Sales & projects tab > Add project

Create a new project

Select whether to create a Customer project or an Internal project
- Customer projects are projects for real customers that are intended to be billed
- Internal projects are your organization's own internal projects that are not billed
Fill in the information from case
- Basic information: Customer, project name, business unit, cost center, invoicing currency and deadline.
- Required custom fields: If your organization has the Custom fields add-on enabled (Platinum and Enterprise), fill in the required information in the custom fields. You can see a project summary in the list view if required custom fields for the project are still missing.
- Sales status: For a won project, define the sales by clicking the toggle switch from No sales > Won. Define the Order status, Project value (sales estimate) and the Expected order date.
Finally remember to Save the information

Please note that the project currency cannot be changed after the project has been saved. If your organization has the Multi-currency add-on enabled (Platinum and Enterprise), make sure to select the correct currency when creating the project.

Project card

After creating the project, you are directed straight to the project card, where you can manage the entire project:

Sales tab: View proposals, attached files or add new documents.
Project plan: View the productivity of the project team and prepare the project plan
Collaboration: View tasks or internal comments linked to the project
Financials: View the project financials, define pricing and manage invoices
Project settings: Edit project-specific settings, such as billing information

The following information can be managed at the top of the project card:

Project manager and deputy project manager
Project status
Create invoice button and billable rows

From the three-dot action menu in the upper right corner, you can perform the following actions for the project:

Close or delete project
Change the project customer
View the project action history (requires the Action history add-on).

Project owners

Project manager

In Severa, a project can have one Project manager, who is responsible for the progress of the project. The project manager is defined in the upper right corner of the project card:

When a user adds a project to the system, they automatically become the project manager of the project.
As a project manager, the user acts as the owner of their own projects and can create, edit and delete projects, phases and invoices, as well as report project information (including financials, if defined in the permissions).

Deputy project manager

The project manager can assign one or more Deputy project managers to the project, for example for substitution. The deputy project manager is defined in the upper right corner of the project card next to the Project manager field:

Acting as a deputy project manager does not require changes to the user's permission profile.
The deputy project manager has the same rights in the project as the actual project manager (within their own permission profile).
Unlike with the project manager functionality, the supervisor of the deputy project manager does not automatically gain access to the project through the deputy project manager setting.

Navigation in the system

You can return to the project by clicking its name anywhere in the system or by using the History button in the top navigation (last 10 items). You can also use the search field in the top right corner to search for projects.

Keywords: creating a project, new project, customer project, internal project, project basic information, custom fields, multi-currency, project card, project plan, project billing, project manager, deputy project manager, owner

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