Projects
Use project records to organize your resources and manage the time required to complete tasks for company projects.
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Use basic Projects to track projects for customers including activities, time tracking, and billing.
For more information, read Basic Projects.
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Use Project Management to track projects during your sales process, define and manage project plans, assign resources, and integrate project activity into your order-to-cash process. With Project Management, projects can be created independently from customers.
For more information, read Using Project Management.
The table below describes functions of both projects features.
Summary of Projects and Project Management
|
Functionality |
Projects |
Project Management |
|---|---|---|
|
Projects and customers are managed in separate lists of records |
No |
Yes |
|
Auto-generated numbering creates separate sequences for projects and customers |
No |
Yes |
|
Tag a service item record to create a project when sold |
No |
Yes |
|
Group tasks as work tasks or summary tasks |
No |
Yes |
|
Identify project tasks on project records |
No |
Yes |
|
Identify project tasks on service item records |
No |
Yes |
|
Assign project tasks to employees for completion |
No |
Yes |
|
Assign project tasks to vendors and other resources for completion |
No |
Yes |
|
Restrict time entry to assigned resources |
No |
Yes |
|
Identify tasks as milestones for billing |
No |
Yes |
|
Log time against projects |
Yes |
Yes |
|
Automatically track the percentage of completion on projects as time is logged against the project |
No |
Yes |
|
Enter a percent-complete override |
Yes |
Yes |
|
Track CRM information such as activities and communication for each project |
Yes |
Yes |
|
Track project expenditures, such as billable time and items |
No |
Yes |
|
Enter an estimated cost complete override |
Yes |
Yes |
With Project Management, you can choose to add features to expand available functionality:
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Job Costing and Project Budgeting – Use this feature to calculate costs for project labor and account for those costs in your general ledger, and create project specific cost and billing budgets. Job Costing and Project Budgeting offers additional reporting capabilities for projects. For more information, see Job Costing and Project Budgeting.
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Resource Allocations – Use this feature to allocated resources to projects, view and manage resource allocations, and monitor utilization rates. For more information, see Resource Allocations.
For information on the availability of Job Costing and Project Budgeting or Resource Allocations, please contact your account representative.