Projects management

Find out how to create a project and sub-projects starting from the main data.
Create a project

Create a project

Create several projects, record the activities for each project (or sub-project) and indicate the hours of work performed, the kilometers travelled, the associated expenses and the costs of purchasing materials. 

Project data

Project data

When creating a new project, it will be possible to add information related to the project, that is, all the basic information necessary for its recognition and management. 

Necessary information

Necessary information

In the creation phase it is necessary to enter the following data: project name, project reference group, the client for whom the project is carried out, those responsible for the project and the start date of the activity. 

Sub-projects

Sub-projects

If a project needs several activities, more parties involved or several months to complete, it is appropriate to create sub-projects to subdivide the activities, costs and times. 

Project file

Project file

Print at any time the summary of the costs incurred, the invoices issued in a certain period of time and determine the margins and profitability of the project. 

The activities

The activities

For each new activity, create a specific reference group (activity group) to which to assign a specific task. 

The types of costs

The types of costs

For each type of cost, indicate the reference group (cost group). For each group it is possible to specify whether the cost is billable to the customer or not. 

Project templates

Project templates

Create or modify project templates. For each template, it is necessary to assign a project group, configured as necessary for integration with accounting management. 

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I can control the projects of all my contractors,
check the progress and evaluate the times. It is a very useful function for our company.

Client