The Construction Projects screen is used to create and manage construction projects for real estate developers
1.4.1. New Project
- Step 1: Select the New Project function available in the Construction Projects screen
- Step 2: The system will display the Add new project screen -> Proceed to enter the necessary values
*Explain:
- The Project tab screen includes the following fields:
- The Parent Project field is used to select the parent Project
- The Billing Category field retrieves data from the Billing Categories screen.
- The Project Budget field is used to enter the Project’s Budget.
- The Budget Threshold field is used to enter the budget limit. When costs are about to reach the limit, there will be a notification and SMS sent to the person in charge of the Project
- The Expected Revenue field is used to enter the Project’s expected revenue
- The Expected Cost field is used to enter the expected cost of the Project
- The Contingency Funds field is used to enter the Project’s reserve fund when costs exceed the threshold limit
- The Project Settings screen will display fields related to the customer’s rights to the Project.
1.4.3 View thông tin Project
- Step 1: Select the View function corresponding to the Project that needs to view information
- Step 2: The system displays a screen containing all Project information
*Explain:
- The Overview screen will display information such as:
- The Days Left field will display the number of days remaining to execute the Project
- The Logged Hours field will display the total number of actual hours spent on the Project (Taken from the Task execution time).
- Billable Hours will display the total number of actual hours spent performing the Task (When creating a Task, select Billable). If the Project is of the “Project Hours” type, the hours of implementation will be included in the cost of the Project by default without having to create an Invoice.
- When creating a Task but not selecting the Billable field, the total number of actual hours spent performing the Task will be displayed in the Unbilled Hours field.
- The Tasks screen will display all Tasks and Subtasks related to the Project
- The Timesheets screen will display a list of Timesheets performing Tasks under the Project.
- The Milestones screen is used to create and manage Project Milestones
- The Files screen is used to create and manage Project-related files. When sharing files, it will be displayed in Documents
- The Discussions screen is used to create discussions related to the Project
- The Mapping setup screen is used to set up accounts to map Invoice, Discount, Payment, Expenses, Credit Note, Refund, Tax,… of the Project into Accounting. Note: For accounts used for mapping, you must create or import first at the Chart of Accounts screen.
1.4.4. Copy Project
The Copy Project function is used to copy data from the original Project such as: Tasks, Checklist of Tasks, Milestones, Members and sales information,…
1.4.5. Edit Project
Select the Edit function corresponding to the data line to be edited
1.4.6. Delete Project
Select the Delete function corresponding to the data line to be deleted
