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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