Groupings allow you to bring together several deliveries within a project to break the project down into sprints, for example.
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Create a Grouping
To create the grouping, simply create a project of the "Fixed Price" type and go to the "Deliveries" tab, then you can click the "+" button and choose grouping.
Once the grouping is created, you just need to qualify it. Here are two qualification methods:
All Deliveries Have the Same Daily Sale Rate
Here are the steps to qualify a project with a grouping where the daily sale rate is uniform across the grouping:
Create a project of the "Fixed Price" type
In the project's Deliveries tab, click the + button to create a grouping
Name it
Indicate the daily sale rate of the grouping
Indicate the total number of days sold globally for the grouping
Within the grouping, click the + button at the top right
Add the delivery or deliveries
Distribute the schedule by provider (manually, weighted, or proportionally)
Return to the Deliveries tab of your project: all your deliveries have the same rate and the schedule is well distributed
Deliveries Have Different Sale Rates
Here are the steps to qualify a project with a grouping where the sale rates are specific to each delivery in the grouping:
Create a project of the "Fixed Price" type
In the project's Deliveries tab, click the + button to create a grouping
Name it
Indicate or not the daily sale rate of the grouping
Indicate the total number of days sold globally for the grouping
Within the grouping, click the + button at the top right
Add the delivery or deliveries
Distribute the schedule by provider (manually, weighted, or proportionally)
Return to the Deliveries tab of your project
Click on the delivery that has a rate different from the grouping: click the small lock to force the sale rate
Repeat the operation for each relevant delivery
Extend or Duplicate a Grouping
Extend the Dates of a Grouping and Those of Associated Deliveries
If you need to edit the dates of the grouping, you can do so by clicking on the grouping row and then editing the start and/or end dates of the grouping. By default, we will apply these changes to the deliveries attached to this grouping. But you can, if you wish, adapt the dates of the deliveries by clicking on the delivery row and editing the start and/or end date.
Duplicate a Grouping
To duplicate a grouping:
Identify the grouping
Click the icon representing two overlapping squares "Duplicate"
Select the start and end dates for your new grouping
Your grouping and the attached deliveries will be duplicated on the new dates, keeping:
The Daily Rate of the grouping
The schedule
The distribution of days
Of course, these elements remain editable if desired.
Track Grouping Consumption
As with a classic project, the tracking of the grouping is done from the project's Consumption tab:
You will find:
the signed times by grouping and by resources/deliveries, so you can easily detect overruns
The turnover and production costs by grouping and by resources/deliveries
On the "Summary of consumptions" section at the top right, you can also indicate a "Remaining work" globally on the project.
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Invoice a Grouping
The grouping is invoiced like a classic fixed price project.
So, check the boxes corresponding to the deliveries belonging to the same order and click on "Create order"
Once this is done, you arrive at the order form, you just need to qualify it with an order number (usually corresponding to the number required by your client that must appear on the invoices), the billing details of your client, etc.
By default, the billing mode is set to "Schedule", which means that it is not the times logged each month that will count for billing but the deadlines you create in the order.
To create the deadlines, click on "+ add a row" then create as many rows as you have deadlines, making sure to indicate the dates to invoice and the titles of the deadlines.
Finally, you just need to create your invoices from PostProduction. If needed, you can follow the tutorial: Schedule invoicing: invoice your fixed price projects.