Manually creating and managing projects can be time-consuming, especially when dealing with multiple clients, billing methods, and team members. Invoice Crowd's project creation feature streamlines this process by providing a structured way to set up and organize your projects.
With the project creation feature, you can:
- Set up different billing methods tailored to client needs
- Configure budgets and track costs
- Manage team assignments
- Track time and tasks efficiently
Steps to Create a New Project
1. Navigate to the Projects Section
- Go to the Worklog menu in Invoice Crowd.
- Select the Projects tab.
- Click the + New Project button.
2. Enter Basic Project Details
- Project Name: Provide a clear and identifiable name for your project.
- Description (Optional): Add any additional context or details.
- Customer: Select the customer associated with this project from the dropdown.
3. Configure Billing Method
Choose one of the following billing methods based on the project’s requirements:
- Fixed Cost for Project: Set a flat rate for the entire project.
- Based on Project Hours: Bill based on the total hours logged for the project.
- Based on Task Hours: Bill for the hours spent on individual tasks.
- Based on Staff Hours: Bill for the hours logged by each staff member.
4. Set Budget Information
-
Cost Budget:
- Enter the total budget allocated for the project.
- Specify the currency for the budget.
-
Revenue Budget:
- Set the expected revenue targets.
- Track profit margins for the project.
-
Hours Budget Type:
- Total Project Hours (HH:MM): Specify the total hours available for the project.
- Hours Per Task: Define hours for individual tasks.
- Hours Per Staff: Allocate hours per team member.
5. Additional Settings
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Custom Fields:
- Add additional information specific to your project.
- Configure tracking parameters as needed.
-
Team Assignment:
- Select team members to assign them to the project.
- Define roles and responsibilities for each member.