Fresh Projects

00:00: The main project characteristics and information can be entered by the Project

00:03: Manager and stored for each project to be accessed as needed.

00:08: This can be done at the beginning of the project as well as during the life of the

00:12: project as new information becomes available.

00:16: Open the relevant project and navigate toClassification.

00:21: First, enter the name of the Reporting Client.

00:25: If the client already exists in the system,

00:27: their name will come up as an option in the drop-down list.

00:31: In the case where the client is new,

00:33: you will be able to create them as a new client simultaneously.

00:38: Click "Select Contact" to choose a contact person for the Reporting client.

00:43: If the contact person already exists

00:45: for this client in the system,

00:47: their name will come up as an option in the drop-down list.

00:51: In the case where the contact person is new,

00:53: you will be able to create them as a new contact simultaneously.

00:59: Then, enter the name of the Billing Client.

01:02: In the majority of cases, the reporting & billing client will be the same entity.

01:08: Click "Select Contact" to choose a contact person for the Billing client.

01:14: If the project fee is calculated using billing rates,

01:17: a Billing Table can be allocated to it.

01:21: The Location and Construction Cost can then be entered.

01:25: Whenever a new project is created, it will be marked as an Opportunity by default.

01:31: To change the Project Status, open the drop-down list beneath Project Status and

01:36: choose a different option.

01:39: Clicking the clock icon next to the selected project status will reflect a timeline

01:44: of when the project passed through the different stages.

01:48: The name of the Project Manager set will be visible just below.

01:52: Should any changes be needed regarding the project lead, the original staff member

01:57: can be replaced with a new one.

02:00: Based on your unique tracking categories setup,

02:03: you can then select what tracking categories this project falls under.

02:08: Click "Save" to save all project details.

02:12: You have successfully configured the project classification.