Module guide
Projects: cost, control and bill every job
Open the project, measure its cost against a locked budget, run the site's requests and hours, and bill the client by certificate, with every figure read from the books.
2 stages7 stepsIncludes video
Step 1 of 7: One list of every job and what it has earned
Stage 1 of 2Set up and control the job
One list of every job and what it has earned
Projects › Projects lists every job with its status, customer and contract value, and the Revenue to date and Cost to date read from the entries charged to it.
Select New project for a job without an award, or create it from the won award in the CRM to copy the customer, value, dates, retention and advance. A new project starts as a draft; select Start project when work begins, and close it once its last invoice is in, so nothing is charged to it by mistake.