Projects in phases.
This feature is used in particular by architectural firms and construction contractors. It allows you to have and invoice according to different stages (phases) in your projects, for example the design of plans, supervision of works, etc.
P renez notes that these functions require special configuration. Contact us if you want more information
To access the projects, you must first click on the “Configuration” icon in the navigation bar at the top of the page.
Then you have to click on project in the sidebar.
All you have to do is choose the project you want to modify.
The first step is to enter the amount sold for the project in the first box. To distribute between the different phases, you have two options available to you. The first allows you to enter amounts of money for each of the phases. So you can decide for each project what amount is associated for the phases eg $ 3750 for the sketches. The second option allows you to enter a percentage value instead. We could therefore separate each phase as a percentage. For example, preconception studies represent 25% of my entire project. The wonderful thing is that the amount will automatically adjust based on the amount sold.
However, you must be careful with the data entered. Indeed, it is possible to enter values and obtain a total greater than the amount sold. You can notice it by the total in percentage which will exceed 100% as is the case in the example below. Readjust your data so that the total is at most 100 %.
The last column named “Progress” is a value used only internally, ie the customer will never see the level of progress. YOU must enter the progress values for each phase, it will not calculate on its own. In any case, progress is more a question of expertise and appreciation of the real level of progress of the work. There is therefore no question of using the ratios of hours or costs generated. It is the expert, typically the project manager, who can determine the level of progress of the project. Note that the progress is the important data which makes it possible to produce the progress report. For more information on this report, see our text on this subject.
When you get to invoicing, this information will be the basis on which you can produce your invoice.
Column 1: This column is used to enter the level of progress (unlike the level of “progress”, the level of progress is a level of achievement of the work that is communicated to the client. The latter may be different from the level of progression for reasons of business strategy, sales or management. Still a sensitive issue, the level of progress determines the portion of work to be invoiced on the project.
Example: The plans are ready, but some details are still missing. However, you know that they are complete enough for the tastes of the customer. The level of progress would then be 100 %, but the level of progress would rather be 90% because you know that there are still changes to be made.
Column 2: This column displays a summary of the amounts of work completed to date. The latter works with the level of advancement.
Column 3: This column shows you the amounts that have already been invoiced. This is very useful when you send several invoices to the customer and you don’t want to lose track.
Column 4: This column only gathers the amounts that will be invoiced. In this case, 25% was missing on the final project phase. This equates to $ 3,125 which is billed on this invoice.