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Projects Form

An overview of the project page.

Maxime Tremblay avatar
Written by Maxime Tremblay
Updated over a week ago

The project sheet concentrates details on four tabs: Details, Dashboard, Budget tracking and Configurations.

  • Details: Here you'll find general information about the project, such as status and title. It also shows the duration of the project, defined by a start and end date. A little further down, the company and contact person associated with the project.

    In the right-hand column, you'll find the related sheets detailing the various costs associated with the project, as well as quotes and invoices. When a budget is linked to the project, you'll find the corresponding budget number.

  • Dashboard: This tab contains six cost progress indicators and an analysis section that details the project's forecast statistics, as well as other data on the project's actual progress.

  • Budget tracking: This is where you can see how costs are progressing in relation to what was budgeted. It is also possible to link off-budget costs to related budget milestones.

  • Configurations: Selection of rate and charge grids, selection of calculation mode for planned invoicing and a field dedicated to the amount invoiced outside Casserole.pro.

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