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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