Project administration
Create and maintain projects in QUANTICAL.ERP - basic information, team with hourly rates, budgets and the billing details for invoicing.
A project is where everything comes together: employees book their hours on it, the hourly rate per consultant values them, budgets and planning measure progress, and the billing details define how the client receives the invoice. You find the projects under Administration > Projects.
The project list
The list shows per project Code, Client, Name, Status, Type, Start Date and End Date. The type distinguishes External for client projects with billing and Internal for everything else, such as training or sales. The Active Only filter hides finished projects, QUANTICAL.ERP remembers the setting. The links in the Client and Name columns open the client and the project.
The Actions column holds three icons. The person icon opens the team assignments straight from the list, the pencil opens the project, the bin deletes it. Deleting works only as long as no hours are booked on the project. A finished project is set to inactive instead.
Create a project
Basic information, project lead, duration and the switches Active, Bonus-Relevant and Remote.
Assign the team
Assign employees to the project so they can book on it.
Rates
Store the hourly rate per consultant with validity, which values revenue and budget consumption.
Budgets
Create budgets with amount and period as the basis for budget planning and controlling.
The billing details of the project, that is billing type, billing process, invoice file and timesheet requirement, are described in the Billing chapter under Billing types in the project.
Intercompany settlement (ILV)
Settle revenue between the companies of one organisation in QUANTICAL.ERP - define recipients and create ILV documents along with the invoice run.
Create a project
Create a new project in QUANTICAL.ERP - every field of the basic information and billing details with requirement, meaning and effect on booking, controlling and invoice.