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Below you will find how to qualify your different types of projects: TA/Time & Materials, Fixed Price, Recruitment, and Product Sale.
Qualify a TA/Time & Materials project
Qualify the Project Information tab
Projects > Project card > Information tab
The Type of project => Make sure the created project is correctly defined in 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 Location of the delivery => By default, the tool uses the business address from the company card of the contact.
Note:
The Start and End dates are defined via the Project Delivery tab. The signed Delivery dates are the ones considered.
IMPORTANT
When you choose the project type between "TA/Time & Materials" or "Fixed Price" modes, you will not be able to switch to another mode afterwards.
Qualify the Project Delivery tab
Projects > Project card > Delivery tab
The Delivery tab allows you to formalize the data sold to the client (assigned resources, intervention period with the number of charged days and associated rates, anticipated expenses and investments, etc.).
Assign one or more resources to the project (See Assign one / several resources to an existing project)
Define the details of the planned 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 appears on the Delivery card, it means you have not filled in the contractual data of the resource card, "Administrative" tab. We strongly recommend filling in this data as it strongly 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 activated on your interface, the Resources assigned to the Project will be able to log time against the Project Reference + the Delivery Title. The tool thus allows you to create several Delivery cards with different titles for Resources to log against.
You will thus obtain your turnover (ET), your costs (ET), your margin (ET), and your profitability:
Turnover (ET) = daily sale rate x number of sold days + additional turnover from each Delivery card
Costs (ET) = Delivery ADC x number of sold and free days + additional investments from each Delivery card
Margin (ET) = Turnover (ET) - Costs (ET)
Profitability (%) = Margin (ET) / Turnover (ET) x 100
IMPORTANT
Signed Deliveries are displayed in blue on the workload plans in the "Activity Reports" module. Also, if you have activated the "Timesheets, Expenses & Absences" module on your interface, the resources concerned by the project can log their time against the signed intervention periods formalized. If several Deliveries are 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 which Delivery to log against!
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 in 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 associate by default the intervention periods of the project. This can save you time in qualifying the project if the dates are identical.
The Location of the delivery => By default, the tool uses the business address from the company card of the contact.
Qualify the Project Delivery tab
Projects > Project card > Delivery tab
The Delivery tab allows you to formalize the turnover and costs sold/budgeted to the client (intervention periods with the number of charged days and associated rates, anticipated expenses and investments, etc.).
You can formalize the planned turnover and costs of the project in two ways:
By qualifying the deliveries of resources assigned to the project
Assign one or more resources to the project (See Assign one / several 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, planned charged days, etc.). You will thus obtain the turnover and margin of the project with breakdown by resource.
For each Delivery, you can associate a Delivery title. If the "Timesheets, Expenses & Absences" module is activated on your interface, the Resources assigned to the Project will be able to log time against the Project Reference + the Delivery Title. The tool thus allows you to create several Delivery cards with different titles for Resources to log against.
IMPORTANT
If no ADC appears on the Delivery card, it means you have not filled in the contractual data of the resource card, "Administrative" tab. We strongly recommend filling 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 wish to directly associate with Resources assigned to Projects click the icon (located below the Financial Summary). This will bring up 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 box to the left of the date, the entered data will impact the Production at the indicated dates. They will thus automatically integrate into the turnover/costs of production in the Consumption and Billing tabs of the Project and the Reporting.
Once you have qualified the different Deliveries of the project + any additional turnover/investments, you will obtain these different indicators in the Financial Summary:
Turnover (ET) = (daily sale rate x number of charged days + additional turnover from each Delivery card) + (additional turnover from the project)
Costs (ET) = (Delivery ADC x number of charged days + additional investments from each Delivery card) + (additional investments from the project)
Margin (ET) = Turnover (ET) – Costs (ET)
Profitability (%) = Margin (ET) / Turnover (ET) x 100
Note:
You can also designate one or more project managers to give extended rights to the concerned resources without sharing the project's financial data (turnover, margin, profitability, etc.). A project manager can, from their intranet:
- update created lots (title, planned duration, remaining work, and change assignments) as well as create and modify created milestones.
- consult the detail of resource consumption for the project
- add actions in the Project Actions tab
IMPORTANT
Signed Deliveries are displayed in blue on the workload plans in the "Activity Reports" module. Also, if you have activated the "Timesheets, Expenses & Absences" module on your interface, the resources concerned by the project can log their time against the signed intervention periods formalized and possibly the assigned lots. If several Deliveries are 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 which Delivery to log against!
Delivery groupings (recommended)
It is possible, if needed, to create groupings to assign several 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 lot clearly from the Consumption tab by clicking on the Groupings tab
Lots/milestones
To use lots and milestones, you must first go to the project and check the box "activate the lots/milestones tab" to make the tab appear.
This tab aims to facilitate project progress tracking by allowing you to define:
lots on which assigned resources can log their time. Once you have created lots, the Resources assigned to the project will be "required" to log time against the formalized lots. They will no longer be able to log time generally against the project! Lots 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 lot. If you leave the "Assignment" field as indifferent, all project resources can log their time against the relevant lot. However, when a resource is designated, only that resource can log time against the relevant lot!
For each lot, if desired, you can qualify a breakdown of the signed turnover (defined via the "Delivery" tab with qualified 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 against them!
IMPORTANT
If a project manager has been defined in the "Delivery" tab, they can update created lots (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 fixed fee received) + any investments you wish 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 Sale 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 Delivery tab
If it is a unit product sale
Qualify the sale date (1), the unit sale rate (2), and the quantity sold (3)
Indicate a title for this sale Delivery if desired (4)
If it is a product sale with subscription
Qualify the subscription dates then save (1), the tool will suggest a quantity to bill based on the entered period and the type of subscription of the sold product. If it is a "monthly sale" product, for a period of 12 months, the tool will suggest quantity 12 (2)
Enter the unit sale rate (3) and the number of months/quarters/semesters/years sold (4)
Indicate a title for this sale Delivery if desired (5)
Useful links
To go further: