The purpose of this tutorial is to show you how to create a TA project from A to Z in BoondManager.
We will first cover:
how to create the project in the interface,
how to qualify it and assign resources,
and finally, we will focus on the billing of this project.
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Create the TA project
You have two options to create a TA project, either from an existing opportunity or from scratch. That's what we'll see here.
From an existing opportunity
You can start from an ongoing TA/AT opportunity and then change the stage to Won and Save.
Before duplicating your won opportunity into a project to create it, Boond asks you to select a resource to work on this project.
Since this is a TA project, which means a commitment of means, you must indicate that at least one resource will work on it.
Once the person is indicated, you can return to this opportunity to mark other people as "won" and then choose the project already created from this opportunity in the proposed list. This way, you can start building your team for the project.
From scratch
You can also create your project from scratch by clicking the main + button. Then simply:
enter an opportunity title (because a project = a won opportunity),
select the type that matches the TA project,
indicate the client contact,
choose the resource to assign to this project.
Once you have created your project with one of these two methods, you arrive on the Information card. Don’t forget to fill in the Reference of your project, which will appear on your invoice (you are free to reuse the opportunity title or not) and possibly the location, used especially for Mission Orders.
Unlike fixed-price projects, the start and end dates of the TA project are automatically linked to the assigned deliveries. By default, when you start from scratch, the dates of the day will be indicated. This is managed in the Deliveries tab.
Qualify the TA project
As we have seen, TA projects always include at least one delivery. To give meaning to the project, let’s see together how to qualify it.
Indicate the period during which you want your resource to log their timesheets on the project
Indicate a daily sale rate
Indicate a number of sold days
Note: Boond shows you the number of working days when you indicate a period, but you can estimate a lower number of sold daysThe Delivery ADC is automatically retrieved if your resource’s HR contract is properly filled in
Thanks to the Delivery ADC, you know the cost of your resource on the project, which is displayed in the financial overview dashboard
Thanks to the information retrieved, Boond will calculate:
the signed turnover: sale rate x number of sold days
the signed cost: Delivery ADC x number of sold days
the signed margin: Signed turnover - signed cost
the signed profitability: (Turnover - Cost) / Turnover (if you set the mark rate) or (Turnover - Cost) / Cost (if you set the margin rate).
The generated turnover and actual costs will then be adjusted according to the timesheets logged by your resources.
Also note that you can indicate a project manager; this feature allows the indicated person to have additional information on their intranet compared to the classic view offered by default to resources.
Important reminder:
The delivery has 3 main purposes:
- Allow the resource to log their timesheets between the indicated start and end dates,
- Create a signed financial overview thanks to the sale rate, schedule, and resource cost,
- Link an order to be able to generate billing.
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Monitor the consumption of a TA project
For this part, you need to go to the Consumption tab of the project. Here you will find the financial overview dashboard for consumption:
Here there is a highlight of what has been produced compared to what has been signed
- The "Signed" line corresponds to the financial summary of the delivery tab
- The "Production" line corresponds to the data generated thanks to the timesheets logged on the project
The Resources and Purchases lines correspond to the production details.Here you see the signed timesheets per delivery versus the timesheets logged by each resource on the delivery
Here you see the signed expenses per delivery versus the expenses logged by each resource on the delivery
Here it is the ET production turnover Resources = (Daily sale rate ET of the project resources x the number of days logged by the resources on the deliveries) + the rebilled expenses to the client
You have the possibility to download the client activity reports corresponding to each delivery line
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Extend a TA project
To extend the TA project, you need to extend the delivery or deliveries that are part of it. The extension can already be signed or else forecasted.
To learn all about extension, you can follow the complete tutorial: Extend a project
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Bill a TA project
Create an order
As with any project in Boond, to bill your projects, you need to create an order.
To do this, check the boxes corresponding to the deliveries belonging to the same order and click on "Create order"
Once this is done, you arrive on the Order card, you just have to qualify it with a reference number (usually corresponding to the number imposed by your client to appear on invoices), the client billing details, etc.
By default, the billing mode is set to "Monthly", which means that the timesheets (and possibly the rebilled expenses) logged each month will count for billing.
If you wish, in the context of TA fixed-price you can still indicate a billing type "schedule", this way, you bill not according to the timesheets logged by the resource but according to deadlines for which you define the amount.
Billing the monthly installments
Then you just have to create your invoices from the deadlines. To do this, you can follow the tutorial: Monthly billing for TA projects