Project Manager > Planning projects page [guide]
Navigation | Planning new project | Schedule/estimate | Project settings | Billing | Linked projects | Tile view | Other areas | Webinars
The planning project feature allows project and resource managers to easily plan out year-long client commitments and break them down into weekly allocations of work.
This will provide a more accurate representation of resourcing committed to client projects on the Staff Schedule screen while making it easy for creatives to enter their time spent on these long-term client projects.
Navigation
Planning a new project
From the + New Project, the Add a Project screen will appear.
Once Saved, the Planning project will open to its Dashboard.
Schedule/estimate
This is where the majority of the setup will be done for Planning projects as the Schedule and Estimate are one.
For best results, create Planning Projects in advance. Where the project timing is for a future date.
% assigned and total hours will calculate weekly bucket hours. It bases this number off of an 8-hour day and # of days in the week.
NOTE: To set the schedule to auto save: click ...more>Display Options
Project settings
From the Project Settings, you can verify and edit the settings of the Planning Project.
Project
This tab allows you to edit typical project level info, such as, Project Name, AE, PM, dates and status.
To allow assignment of people to the services set up on the schedule, check "Allow People To Be Assigned"
Accounting
This tab allows setting of GL Company, Office, etc. and setting if project is Close or Non-Billable
Billing Method
This tab allows you to set the billing method, labor rates and a billing schedule
The project start date and project complete date are both required fields.
Only bill the plan - Only the planning project will appear in mass billing to bill. Any linked projects will not appear to be billed
Bill the plan and project separately - both the planning project and the linked projects will appear in mass billing based on their billing method
NOTE: The planning project only has 2 billing methods - Time & materials or fixed fee.
Billing
The billing tab allow you to create invoices based upon transactions or percent of budget.
Fixed-Fee
One Amount
This will display the total approved estimate/budget amount. You can edit the amount or percentage as needed
% of Task
Since there are no tasks on a planning project, this setting will display the "task" Labor and Expenses
% of Service/Item
This will display the services setup in the plan and the estimated expenses
% of Billing Item
This will display the billing items associated with the services and estimate expenses
Time & Materials
When planning project billing method is set to Time & Materials, the Billing tab will display the transactions that have been entered against the project
Linked projects
The actual hours from linked projects will deduct from the Planning Projects matching hours and assignments.
Today Creatives > Tile view
This will show the appropriate weekly bucketing of the planning projects scheduled details.
Other areas
Project Manager > Projects
Can choose to include Planning Projects with your regular Projects.
Global search
Can choose to make Planning Projects searchable.
Revenue Forecast
If the PP is bill plan only, only the PP shows up on the rev forecast.
If the PP is set to plan and projects then both show based on their individual setup.
So, if only the PP has an estimate/billing schedule - it will show on the rev forecast.
If the PP AND the linked project both have approved estimates and billing schedules they both show on the rev forecast - as set up.
Webinars