This section is a get started guide to working with projects. To see our Full Project Guide click here:
To create a project, you will need the following information:
Project name: * this is a unique name that should be meaningful to your team.
Project code: * this is a code you may wish to use on the project, such as an internal reference.
Start Date: * Start date of the project - this is important for the Project Contract Value Report
End date: * End date of the project - this is important for the Project Contract Value Report
Labor Category: There are five choices: Direct labor, Fringe, Overhead, G&A and Miscellaneous. Please see Understanding Labor Categories for more information on what to select.
Project Status: * there are five possible statuses - At Risk, Active, On Hold, Completed, Cancelled. Please contact Griot Support if you need other statuses
Description: This is a space to describe the project or provide additional instructions for your employees on this project.
Time entry guidance: This is a space for instructions for assigned employees to this project on how to complete their time cards. For example, "Please enter JIRA ticket numbers", or "Business development includes meeting with potential partners. It does not include bid and proposal work".
Project Type: * There are five options for project type (Time & Materials, Cost Only, Cost Plus FF, Firm Fixed Price, non-billable). You can edit these by going to Configuration/Project. This setting is important for the type of invoicing available to your project.
Rate Book: * select a rate book for all assignments
Total Value: this is the total value of the contract or this portion of the contract.
ODC Direct Cost: This is the value of all other direct costs that will be billed to the client.
ODC Overhead: This is the value of all over direct costs that will be included in project overhead.
Employees can assign themselves to this project: by checking this box, you can allow employees to add themselves to this project. this is useful for many overhead categories.
Client: * Select or add a new client
Bill to: This is where you add billing information for this contract. This information turns up on the invoice.
Charge code: * This is a code that would be put into the Invoice for this project.
Payment terms: The payment terms for the contract invoices. You can set the payment terms in Configuration/Projects. This information is important for cashflow management
Reporting period: * This is how you report on your invoices
Quickbooks Customer record: if you have quickbooks integrated, you add the client: Job record to this project. This allows you to synchronize your invoicing, expenses, and labor.
Notes: this is a space for additional notes
Add an attachment: if you wish to attach a copy of the contract, TO or other instructions, you can upload it here. You can attach as many copies as you wish.