Fresh Projects

00:00: Once the agreed upon fee has been set within the Budget & Fee section,

00:04: the next step is to schedule out this invoicing during the lifetime of the project.

00:09: The Schedule is a powerful tool which translates the information established in the

00:13: Budget & Fee into a timeline to better understand the forecasted income for the company.

00:17: company.

00:20: After opening the project, navigate to theSchedule.

00:24: Click on Income to expand the section.

00:28: You will then be able to see the project's sub-projects

00:32: Now to schedule out the invoicing planned for a sub

00:36: project, hover in the respective row beneath the planned starting month.

00:40: As soon as the shadow of a bubble appears,

00:43: click down in the desired cross section.

00:47: To schedule out the invoicing over multiple months,

00:50: hover to the right of the bubble until the double-sided arrow appears.

00:56: Then click and hold down while dragging it to encompass the additional months.

01:02: To equally spread the invoiceable amount over the established months,

01:06: click on the first double-sided arrow to the right of the bubble.

01:12: Alternatively,

01:13: you can manually override these values by typing inside the text box for each month.

01:20: Finally,

01:21: click Done to confirm the changes made to the scheduled entry

01:26: If necessary,

01:27: you can click in the center of the scheduled entry and drag it to reflect a new

01:31: starting date.

01:32: Click the Save button to apply and save all schedule updates.

01:37: You have now successfully updated your projects income scheduling in Fresh Projects.