Project Summary Tab

Modified on Tue, 23 Apr at 2:34 PM

The Project Summary is the first Project tab to open when you click into a Project. It is a great place to access all the parts (or entities) of your Project. When you open the Project Summary, you'll notice eight boxes, giving quick overview and access to important details and entities.

The lower row of boxes includes Quotes, Jobs, Costs and Invoices in their initial state, and could be used as a simple action list, as all items in the lower row must progress in order to Cost a Project. All Quotes must be Cancelled or Confirmed, all Jobs must be Costed, all Costs must be allocated, and all Billing Approvals need to be Invoiced.

Default Project Summary tab:

Quotes

Jobs

Costs

Invoices

The first two boxes on the left include your Quotes.

Any New Quotes will appear in the lower box, and Confirmed Quotes will move to the box above.

At the end of a project you should have no Quotes remaining in the New Quotes box, as they should be cancelled if they didn't go ahead.

The next two boxes contain your Completed and your Costed Jobs.

Once a Job you book takes place, and you have changed the status to Complete, it will appear in the Completed Jobs box.

Once the Job has been Costed (which means matching to a line of the Quote), it will move to the box above.

The third set of boxed contain your Purchase Orders and Misc Costs.

Purchase Orders should be created whenever incurring an Outside cost from a regular supplier (set up as a Company in your instance), and Misc Costs can be created for any ad hoc costs.

The last two boxes contain your Billing Approvals and Invoicing.

You always create a Billing Approval first, which can be for a percentage of the quoted amount (Interim style), or for specific lines of the Quote (Allocation style).

Once approved, a Billing Approval can be converted into an Invoice and move to the box above.