With everything fully integrated and the correct security and access in place, Project Managers can easily and accurately create new Project Plans.
Note: A Template is created per the firms specifications. You may have multiple templates as needed for your different project types.
Step 1: From the Dashboard click
on the last plan “COPY PLAN TEMPLATE”.
This will open your template from which
you will copy to create your new plan.
Step 2: Once you see the template, proceed to Step 3.
Step 3: Click on “New” on the top bar, and then click on “Copy Current Plan”
Step 4: The dialogue box below will open. Leave the Plan Name Field (box 1) as is.
Step 5: Click OK
Step 6: When Plan opens, complete the required fields (shaded). You must have a Project Manager and Initial Contact. If the client is not new please
select that as well. You can search or simply type in part of a name and pick.
Step 7: Set or Adjust dates as necessary for the estimated start and end dates of the project.
Step 8: The next tab has Rates, project will default to the current year standard rates. If this is not correct, please search and/or ask Accounting for assistance as to what to assign here.
Step 10: For any Billing Group not needed, simply click on that row and click Delete at the top.
Step 11: If a new Billing Group is required, Click “New Row” and then type in
Billing Group Number and Billing Group Name you want.
Step 12: You can select multiple employees at once when inserting. Using your shift key, you can select any that are in a group. Or you can hold down
your Control key and select them at random.
Step 13: Insert Hours for each employee/resource as needed. Click SAVE.
Note: Billing Setup Requirements can be incorporated within the plan and either created when the Plan is first created or later prior to the first invoice.
TO REQUEST A PROJECT SETUP
Step 1: E-mail Accounting to request a new project setup. Be sure to tell them to create your project from your Plan Number (Best to Copy & Paste to make sure they copy from the right plan.)