In this article we are going to show you the following:
How to add projects in Taimer
How to add project details
How to use the sales funnel in kanban-view
Article classification
Versions: Starter, Team, Business, Enterprise
Requirements: Projects
How to add a new project
First, click on the Projects tab, in the blue bar
Then, click Add Project
Fill in details as comprehensive as possible, will help you and others in the future
FIELDS EXPLAINED
Account: Choose customer to project
Project number: Automatically generated by Taimer in sequential order
Project name: Define a name
Stage: Sub-category of a project status, to help you manage many projects at one time. Defined in admin settings.
Start and End date: Add an estimate duration of your project
Allocated hours in total: Define how many hours can be allocated to project
Project total: Estimate revenue of project
Project margin: Estimate margin of project
Invoicing status: Project can be Not invoicable or Invoicable. The project automatically switches to Invoicable when the status changes to Deal
Invoice hours from: Define date from which day onwards you want to invoice hours to be shown on invoice
Scheduled/Recurring invoicing: Define rows with description, dates and sums to be invoiced
Invoice expenses: Approved expenses targeted to project will be shown on in invoicing material
Buyer reference: added details will be shown when creating invoice
Tag: Create tags for projects for more advanced grouping and filtering
How the Sales Funnel "Kanban" works
First, click on the Projects tab, in the blue bar
Now let's switch the view from Project list to Kanban-view
You can drag and drop your projects in different statuses in this view for more visual managing
It's possible to also manage your projects to different stages under the statuses to get better overview about your current project situation
The project status and stage are changeable in your Project details view as well
Change the project status to Ongoing
FIELDS EXPLAINED
Search details: You can search your projects by the details you've given
Statuses: Internal, Opportunity, Offered, Hold, Deals, All - Those are the statuses which are given you by Taimer. You can define stages for each of those in settings
Stages: These are sub-categories of the statuses. Read more about defining your own project stages here.
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