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.
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.
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.
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.
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.
For each new activity, create a specific reference group (activity group) to which to assign a specific task.
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.
Create or modify project templates. For each template, it is necessary to assign a project group, configured as necessary for integration with accounting management.