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Project

Written by Charlie Troccaz
Updated over 3 weeks ago

A project is a commercial deal you have won (stage of the opportunity identified at your client as "won" / stage of your resource positioning as "won") and on which one or several of your resources are working. It can be a project in technical assistance (TA / Managed Service) or a fixed-price project. It can also include Recruitment projects and Product sales projects.

You have a card for each project summarizing all useful information (client, project reference, manager, delivery location, sale rate, etc.). The "Actions" tab provides a synthesis of all actions taken and to be taken on this project. The "Deliveries" tab recaps the commercial data of the project (signed turnover, projected turnover, costs, margin, profitability, etc.). The "Consumptions" tab shows the time and expenses consumption of the project compared to the budget, with real-time profitability calculation. The "Billing" tab displays the amounts billed compared to the actual costs incurred.

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