Estimate Associated Projects
Projects can be associated with a client estimate so that hours sold are deducted from that same contract.
- Click on the '+' icon to create a new Project.
- Fill in all the necessary information in the project header.
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Title - Add a name for this project.
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Type - Select the type of project from the dropdown list.
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Start and End Dates - Select the date range for this project.
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Project Owner - Select the user responsible for this project.
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Fee - Select the contract you want to associate with this project.
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Deliverable - Select the deliverable that you want to associate with this project (estimated deliverables).
Click the check icon e submit post.
- After the project is created, navigate to the "Planned Hours" tab and fill in the form with the following information:
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Contracted Hours - Click on the "Get Contracted Hours" symbol (the hours approved in the associated contract will be used to complete the "Contracted Hours" column).
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Planned Hours - Adjust the planned hours for a specific project, if they differ from the contracted hours.
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Projection - Click on the "Planned Hours Projection" symbol (the system will distribute the planned hours over the previously defined date range, relative to the duration of the project).
- Analyze all the information on the Burn Dashboard:
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Check the number of hours planned for each typology group.
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Check the number of hours filled by all users included in that project / activity.
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Check the number of hours available for each typology group.
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Check the % of utilization by typology group.
