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Creating Projects

Projects allow you to control medium to large builder projects where you have special pricing, the need to control the models or other products involved, the services related to the project, a notepad to keep project notes, and the customer they belong to etc.

Location: Customer > Projects

ProjectsAdd

In the top portion of the screen, you fill in a basic code and description of the project; then select the customer it belongs to. In the lower part of the screen, you have a section similar to invoice detail where you can define all the models, items, labor, misc., comments and warranties for this project. There is also a notepad tab.

Customer Maintenance

Customer Maintenance connects the customer to the project.

Every project should have one customer that all the invoices will be billed to. In large projects, it is common for a new customer to be created for every development. This also helps the developer keep their accounting separated.

ProjectsCustomer

Invoicing

When writing the invoice, the bill to customer must be the same as the project. The ship to customer may be the same, as in this example where we changed the lot number, but it could also be unique.

ProjectsInvoiceHeader

Invoice Detail

When adding a detail line that is part of the package, it automatically populates the selling price and locks the field from the user so they cannot change the selling price.

ProjectsInvoiceDetail

If you select a model or any other products that are not in the project, it warns you but will allow you to continue.

ProjectsPrompt

Project Cost As Standard Cost (2021)

There is a new option on the Invoice Type allowing Project Cost to override the Standard Cost in the Invoice Detail used for Gross Margin calculations when the Customer is associated with a Project.

Set Up

Select Project under the Standard Cost Code.

Project_Cost_As_Standard_Cost_01_SetUp

Example

Create an invoice with the CT invoice type and a customer that has a project set up.

Project_Cost_As_Standard_Cost_02_ProjectSetUp

Project_Cost_As_Standard_Cost_02_ProjectSetUp

Add models to the Invoice Detail. The Standard Cost populated is the Project Cost.

Project_Cost_As_Standard_Cost_03_InvoiceDetail

User Security

ProjectsSecurity

Project maintenance security is shown above.

See Also

Updated

June 21, 2023