User Manual 2.2/Project (Service)

Project (service) window

Phase tab

Task tab

Definition

Project (Service) helps companies manage the profitability of their services and offerings. It can be thought of as a “cost center” allowing managers to track expenses, employee hours and efforts, purchases, etc. Companies will be in a better position to manage and correctly invoice clients.

Three common kinds of service projects:

• Cost: Internal project with no direct income (no sales orders)
• Closed: Set hours or costs, for example 600 hours and 60,000 euros. Invoices are sent at the end of each project milestone (project phase).
• Open: Project without set hours or costs, like a maintenance project.

Process Information

Using Project Type, users will automatically fill in the second and third tab to create a standard project. However, once created, information is easily modifiable.