Creating Projects
Overview
A Project in the system represents a planned piece of work — a solar installation, a client site survey, an internal initiative. Projects are broken down into Tasks and can be linked to a Sales Order for billing purposes.
To access: Projects → Project
Creating a Project
- Go to Projects → Project → New
- Enter the Project Name
- Set the Status — Open, Completed, Cancelled
- Set the Expected Start Date and Expected End Date
- Set the Department responsible — Engineering, Sales, etc.
- Enter the Estimated Cost if known
- To link to a customer job: under Customer Details, select the Customer and the related Sales Order
- Click Save
The Actual Start and End Dates are captured automatically from the first and last Timesheet entries linked to the project.
Project Status
| Status | Meaning |
|---|---|
| Open | Project is active and in progress |
| Completed | All tasks done, project closed |
| Cancelled | Project was called off |
Viewing Project Summary
Open any project and scroll to the dashboard. It shows:
- Number of tasks and their completion status
- Total hours logged via timesheets
- Total costing and billable amounts from timesheets
- Linked Sales Orders and Purchase Orders