You can create new projects from the top navigation by selecting Add new > Project or by clicking the Projects section in the side navigation.
Currency cannot be changed after a new project is created, so if you are using multiple currencies (Multi-currency add-on required) make sure to select the correct currency when creating the project.
You can create internal projects to your company's internal customer card. Internal projects have different kind of project card than customer projects:
- Internal project card does not include Sales-tab
- It is not possible to bill hours or products from internal project
- In Financials-tab you can only add fees related to your internal project
- You can only use other internal projects as a template for another internal project
Time entries can only be entered to internal projects.
You can create a new internal project from Severan top navigation, customer or project overview, or from your company's customer card. To create an internal project, go to top navigation > Add new > Project > Internal project > fill in the details and Save.
Your company's customer card can be found for example from the customer overview. The customer card can be recognized by its grey checkbox.
Internal projects cannot be changed to customer projects afterwards.
You can create a new customer project from top navigation, customer or project overview, or directly from the customer card. To create a customer project, go to top navigation > Add new > Project > Customer project > fill in the details and Save.
After saving, you are redirected to the project card. You can edit the project settings or add activities and notes. All activities linked to a project are shown under Activities and can be easily modified there. In the Sales tab, you can also easily view proposals and files added to the project and add new ones if needed.
If you navigate away from the project, you can return to it by clicking the project name anywhere in the system. The History button in the top navigation allows you to quickly access the last 10 places you've visited.
The project card is divided into five tabs:
- Sales: Sales process related information and activities of the case.
- Project plan: Project phases, work hours and estimates, and timelines.
- Collaboration: Project notes and the project tasks on a kanban.
- Financials: Project pricing, fees and costs and financials.
- Project settings: Project-level settings, like default billing information and general settings.
Project name, project number and project manager are displayed on top. Customer name is shown as a link under project name so you can easily move from the project to customer card. Project description can be shown or hidden as a default. When viewing description you can also see when the projects was created and by whom. If the project was updated, that is shown here too.
Project status can be set using the menu next to Project manager. If a status is selected, status name can be seen directly but you need click the status to see if a description has been added.
You can easily invoice the project by clicking the Create invoice button. The button shows the amount waiting for billing. If there isn't anything yet to be billed, you can create a draft invoice and add rows to it manually.
To close or delete a project, click the Menu button in the top right corner (three dots). If the project has any open details, a pop-up of necessary actions will be shown and you can easily for example create invoice from billable project fees or approve work hours which are not reviewed yet (if you have work hour approval in use).
Closing a project will not delete any data from the system. Closed projects can be reported by using correct report filters.
Deleting a project is not possible if there are any work hours, fees, invoices, proposals or documents entered for the project.
By using mandatory custom fields, you can force certain details to be filled when a new project is created. Create your custom fields in Settings, and set them as required field for projects.
Custom fields are available in Platinum and Enterprise versions.
When a project is created from the top menu or Project overview, mandatory fields must be filled to save the project. When a sales case is marked as won and converted into a project, a pop-up window opens where mandatory fields can be filled.
If you don't know what to fill in the fields, the window can be closed without entering any information.
If you create a mandatory custom field, it will appear as mandatory for all projects. You can find all projects missing mandatory details either by using the Project overview or Projects report. In the overview list, a small icon will appear next to the project name to indicate missing details. Hovering over the icon shows the missing details. Clicking the icon opens a pop-up window where you can fill in the missing details. You can also view missing details through reporting by navigating to Reports > Report creation > Projects, and opening the Cases report.
By using the filter, Has empty mandatory custom fields, you can narrow the list to projects missing mandatory information. To easily see what information is missing, add Empty mandatory custom fields as a value to the report.
Did you find it helpful? Yes No
Send feedback