🤖 This article was translated by AI.
Below you will find how to qualify your different project types: Time & Materials (T&M), Fixed Price, Recruitment, and Product Sales.
Qualify a Time & Materials (T&M) Project
Qualify the Project Information Tab
Projects > Project card > Information tab
The Type of project => Make sure the created project is correctly defined with the desired type.
The Project Reference => By default, the tool suggests a reference configured by the Administrator of your interface (Administrator interface > Legal Agencies > Relevant Agency > "Project Configuration" tab). You can manually edit the suggested reference if necessary.
The Delivery Location => By default, the tool uses the business address from the company card of the contact.
Note:
Start and End dates are defined via the Project Deliveries tab. The signed delivery start and end dates are the ones taken into account.
IMPORTANT
When you choose the project type between "Time & Materials" or "Fixed Price," you will not be able to switch to another mode afterwards.
Qualify the Project Deliveries Tab
Projects > Project card > Deliveries tab
The Deliveries tab allows you to formalize the data sold to the client (concerned resources, intervention period with the number of billed days and associated rates, anticipated expenses and investments, etc.).
Assign one or more resources to the project (See Assign one or more resources to an existing project)
Define the details of the intended Delivery by clicking on each resource line to check and/or complete the start and end dates of the Delivery, the sold days, the daily sale rate, etc.
IMPORTANT
If no ADC (Average Daily Cost) appears on the Delivery card, it means you have not filled in the contractual data on the resource card, "Administrative" tab. We strongly advise you to fill in this data as it significantly impacts the profitability calculations of your projects, resources, managers, agencies, etc.
For each Delivery you can associate a Delivery title. If the "Timesheets, Expenses & Absences" module is enabled on your interface, the Resources assigned to the Project will be able to log their time on the Project reference + Delivery Title. The tool thus allows you to create several Delivery cards with different titles on which assigned Resources can log their time.
You will thus obtain your turnover excluding VAT, your costs excluding VAT, your margin excluding VAT, and your profitability:
Turnover excl. VAT = daily sale rate x number of sold days + additional turnover from each Delivery card
Costs excl. VAT = Delivery ADC x number of sold and free days + additional investments from each Delivery card
Margin excl. VAT = Turnover excl. VAT - Costs excl. VAT
Profitability (%) = Margin excl. VAT / Turnover excl. VAT x 100
IMPORTANT
Signed Deliveries are displayed in blue on the workload plans of the "Activity Reports" module. Also, if you have enabled the "Timesheets, Expenses & Absences" module on your interface, resources concerned by the project can log their time on the formalized signed intervention periods. If several Deliveries have been defined in the same project in the same month for the same resource, it is recommended to associate different Delivery titles so the resource knows where to log their time!
Useful Links
Here are some useful links to go further in qualifying your projects
⠀
Qualify a Fixed Price Project
Qualify the Project Information Tab
Projects > Project card > Information tab
The Type of project => Make sure the created project is correctly defined with the desired type.
The Project Reference => By default, the tool suggests a reference configured by the Administrator of your interface (Administrator interface > Legal Agencies > Relevant Agency > "Project Configuration" tab). You can manually edit the suggested reference if necessary.
The start and end dates of the project => It is important to qualify them now because when you assign resources to the project, the tool will by default associate the intervention periods with those of the project. This can save you time in qualifying the project if the dates are identical.
The Delivery Location => By default, the tool uses the business address from the company card of the contact.
Qualify the Project Deliveries Tab
Projects > Project card > Deliveries tab
The Deliveries tab allows you to formalize the turnover and costs sold/budgeted to the client (intervention periods with the number of billed days and associated rates, anticipated expenses and investments, etc.).
You can formalize the intended turnover and costs of the project in two ways:
By qualifying the deliveries of the resources assigned to the project
Assign one or more resources to the project (See Assign one or more resources to an existing project)
Qualify the created Delivery(ies) by clicking on each Delivery line (start and end dates of the Delivery, budgeted daily sale rate, intended billed days, etc.). You will thus obtain the turnover and margin of the project with a breakdown by resource.
For each Delivery you can associate a Delivery Title. If the "Timesheets, Expenses & Absences" module is enabled on your interface, the Resources assigned to the Project will be able to log their time on the Project reference + Delivery Title. The tool thus allows you to create several Delivery cards with different titles on which assigned Resources can log their time.
IMPORTANT
If no ADC (Average Daily Cost) appears on the Delivery card, it means you have not filled in the contractual data on the resource card, "Administrative" tab. We strongly advise you to fill in this data as it impacts the profitability calculations of your projects, resources, managers, agencies, etc.
By qualifying Additional Turnover and Investments:
If you want to enter turnover and investments that you do not want to associate directly with the Resources assigned to the Projects, click the icon (located below the Financial Summary). This will display an entry table where you can define Additional Turnover and Investments! For each line you can associate a date, a title, turnover, and an investment. If you check the checkbox to the left of the date, the entered data will be included in the Production for the indicated dates. They will thus automatically integrate into the Turnover/Production Costs of the Consumption and Billing tabs of the Project and Reporting.
Once you have qualified the different Deliveries of the project + any additional turnover/investments, you will obtain these different indicators on the Financial Summary:
Turnover excl. VAT = (daily sale rate x number of billed days + additional turnover from each Delivery card) + (additional turnover for the project)
Costs excl. VAT = (Delivery ADC x number of billed days + additional investments from each Delivery card) + (additional investments for the project)
Margin excl. VAT = Turnover excl. VAT – Costs excl. VAT
Profitability (%) = Margin excl. VAT / Turnover excl. VAT x 100
Note:
You can also designate one or more project managers to grant extended rights to the concerned resources without giving them access to the project’s financial data (turnover, margin, profitability, etc.). A project manager can, from their intranet:
- update created batches (title, planned duration, remaining work, and change assignments) as well as create and modify created milestones.
- view the details of the resource consumption for the project
- add actions on the project’s Actions tab
IMPORTANT
Signed Deliveries are displayed in blue on the workload plans of the "Activity Reports" module. Also, if you have enabled the "Timesheets, Expenses & Absences" module on your interface, resources concerned by the project can log their time on the formalized signed intervention periods and possibly the assigned batches. If several Deliveries have been defined in the same project in the same month for the same resource, it is recommended to associate different Delivery titles so the resource knows where to log their time!
Delivery Groupings (Recommended)
If needed, you can create groupings to assign multiple resources to the same activity.
For each grouping you can:
set a start and end date for each activity
enter a daily sale rate for the grouping, associated with a number of sold days and distribute it across the different assigned deliveries, either manually or proportionally
track time consumption for each batch clearly from the Consumption tab by clicking on the Groupings tab
Batches/Milestones
To use batches and milestones, first go to the project and check the "enable batches/milestones tab" box to make the tab appear.
This tab is designed to help you manage the progress of your project by allowing you to define:
batches on which assigned resources can log their time. Once you have created batches, resources assigned to the project will be "required" to log their time on the formalized batches. They will no longer be able to log time generally on the project! Batches are useful for tracking time consumption on parts of the project.
Enter the title and planned duration. The "Assignment" field allows you to designate a resource for the batch. If you leave the "Assignment" field as indifferent, all project resources will be able to log their time on the batch. However, when a resource is designated, only that resource can log time on the batch!
For each batch, if you wish, you can qualify a distribution of the signed turnover (defined via the "Deliveries" tab with the qualification of Delivery cards and any additional turnover).
milestones to define the major steps of the project with progress percentages. These, however, are not correlated with the consumption reported by resources. Resources cannot log time on them!
IMPORTANT
If a project manager has been defined on the "Deliveries" tab, they can update created batches (title, planned duration, remaining work, and change assignments) as well as create and modify created milestones.
Useful Links
Here are some useful links to go further in qualifying your projects:
Qualify a Recruitment Project
Qualify the Project Information Tab
Enter the project reference, the delivery date, the sale rate (i.e., the amount of the commission or the received fixed fee) + any investments you want to associate with your recruitment projects.
Click the "Save" button or press the "Enter" key on your keyboard
Useful Links
Here are some useful links to go further in qualifying your projects:
⠀
Qualify a Product Sales Project
Qualify the Project Information Tab
Enter the project reference and add all useful documents as attachments
Click the "Save" button or press the "Enter" key on your keyboard
Qualify the Project Deliveries Tab
If this is a unit product sale
Qualify the sale date (1), the unit sale rate (2) as well as the quantity sold (3)
Optionally, indicate a title for this Sales Delivery (4)
If this is a product sale with subscription
Qualify the subscription dates then save (1), the tool will suggest a quantity to invoice based on the entered period and the type of subscription of the sold product. If it is a "monthly sale" product, for a 12-month period, the tool will suggest quantity 12 (2)
Enter the unit sale rate (3) and the number of months/quarters/semesters/years sold (4)
Optionally, indicate a title for this Sales Delivery (5)
Useful Links
To go further: