Projects
With the Projects module projects are easily maintained. For the complete project group tasks and appointments can be made. Files that are related to a project can be shared ensuring that they are available to the complete project group.
You can book working hours to a project so Group-Office can quickly calculate the costs.
Create a new project
Note: only administrators of the project module can create projects
To start a new project, click the ‘New project’ button, which is located at the top of the screen. Give the project a name and a description, and then relate the project to a contact, company or other project. When you click on “Related to” a new popup window will open in which the members and company’s can be selected. Select a start and end date for the project, the status of the project, the budget and a note.
If every thing is filled in correctly, click the ‘Ok’ button. The new project has now been added to the list of projects.
Enter working hours
To enter working hours open a project by double clicking on it. Click at the 'Enter working hours' button. If you have admin permissions for the projects module then you can select a user to enter working hours for. If you don't have admin permissions then you can only enter wokring hours for yourself.
View working hours
Open the tab 'View hours' and select if you want to load hours based on an employee. If you don't have admin permissions for the projects module then you can only view your own hours. Finally select a time period and click at 'Ok'.
Create fees
To let Group-Office calculate costprices for you the administrator must create hourly fees. Click at the 'Fees' button to create them
View hours
Click the 'View hours' button and select if you want to load hours based on an employee, project or customer. If you don't have admin permissions for the projects module then you can only view your own hours. Finally select a time period and click at 'Ok'.
Templates
A template can be created to simplify recurring tasks within a project. For every task a start and end time can be specified in direct relation to the project start date.
