The main project characteristics and information can be entered by the Project Manager and stored for each project to be accessed as needed.
This can be done at the beginning of the project as well as during the life of the project as new information becomes available.
Let's consider how this can be done:
- Open the relevant project and navigate to Classification.
- First, enter the name of Reporting Client and Billing Client. In the majority of cases, both will be the same entity. If the client already exists in the system, their name will come up as an option in the drop-down list. In the case where the client is new, you will be able to create them as a new client simultaneously.
- Then, select the respective Contact Person from the client's side. If the contact person already exists for this client in the system, their name will come up as an option in the drop-down list. In the case where the contact person is new, you will be able to create them as a new contact simultaneously.
- If the project fee is calculated using billing rates, a Billing Table can be allocated to it.
- The Location and Construction Cost can then be entered.
- Whenever a new project is created, it will be marked as an Opportunity by default. To change this, open the drop-down list beneath Project Status and choose a different option.
- Clicking the clock icon next to the selected project status will reflect a timeline of when the project passed through the different stages.
- The name of the Project Manager set will be visible just below. Should any changes be needed regarding the project lead, the original staff member can be replaced with a new one.
- Once all the know project information has been entered, Save any changes before exiting.
We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!