The projects module allows you to create both internal and external projects assigned to customers. You can then use these to bill a client, send invoices & track costs related to a specific project.
Adding a project:
1. Go to Main Navigation > Projects
2. Click the New Project tab
3. Select Internal or the customer you would like to assign the project to
4. Choose No Project Manager or select a user from the drop down list
5. Enter a project name and description
6. Choose whether the project will have a fixed price by selecting Yes or No
7. Choose the estimated start date
8. All users assigned to the customer will be automatically assigned and shown in the Assigned Users table
Removing a user from the assigned list:
To remove an individual user, click the Delete icon
To remove all users click the red Remove all Users button
Adding a user to the assigned list:
If you need to re-add a user you deleted from the list, click the green Assign Extra Employees button & select the relevant user
Editing users in the assigned list:
To edit an individual users start & end times and charge rates for this project follow these steps:
1. Click the Edit icon next to the relevant user
2. Make any changes to the users start & end times or charge out rates
3. Click Update User
To edit multiple users start & end times and charge rates for this project follow these steps:
1. Click Edit all Users
2. All available users will show in the left hand side. Click the Plus icon to move these to the Selected Users section.
2a. You can also search for users using the search bar and clicking the Plus icon when you find the relevant one
2b. To remove a user from the selected users list, click the red Minus icon. Again you can search for users using the search bar
3. Make any changes to the users start & end times or charge out rates
4. Click Update Users
9. When you have finished making changes to any users, click Manage Project
10. You can then add any tasks and phases to the project.
Adding a Phase:
1. Click the Plus icon next to the project name to add a new phase
2. Enter the name and description of the phase
3. Click Create Phase
You can add as many phases as you need using this method.
Adding a Task:
1. Click the Plus icon next to the relevant task
2. Enter a task name
3. Choose Time, Purchase or General Expense as the task type
4. Enter a short description of the task
5. Enter the expected cost of the task
6. Choose whether or not this is the last task in the phase
7. Click Create Task
You can add as many tasks as you need this way.
1. Once you have finished adding tasks & phases, click Save
2. Choose to save as Started, a Quote or a Template - Started is a project that you are currently working on as a company, Quote is a project that you are planning to send to a customer for approval, and you are able to start a quote once it is submitted and confirmed, a Template is a standard framwork that you can use to create projects with pre-loaded tasks and phases.
3. Click Save to submit the project to Clarity365