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Not every company
manages projects the same way.
And the work done for clients is
not always a simple scope of
work. Sometimes you need phases.
BillQuick has offered the simple
one-level project and two-level
phased project for many years.
 Now
BillQuick 2008 enhances your
project management options with
two more project levels -
Segments and Sub-Segments.
Every project in
BillQuick can stand by itself or
be part of a project hierarchy.
Depending on your particular
needs, a project record might be
classified as a:
-
Standard
project
-
Parent
project
-
Phase
-
Segment
-
Sub-Segment
A standard
project would typically be one
with a simple scope of work. In
other words, the scope does not
need to be broken down into
smaller scopes for management or
because of client requirements.
A Parent project
signals a multi-level project
hierarchy. A parent project is
one in which one or more
projects fall below it in a
hierarchy. These lower projects
may be phases, segments or
sub-segments. In the diagram
above, a phase project is both a
sub-level of the project above
it and a parent to the segments
below it. Similarly, one segment
is a parent to two sub-segments.
Main Project
or Not
Any project can
be flagged as Main Status. While
it is common for a parent
project to have Main Status,
BillQuick 2008 does not
require that it be Main
Project. Main Status triggers
features and processing rules in
BillQuick, including:
|
Time
and Expense |
You
can only charge time
and expenses to a
project with Active
Status. If the
project has Main
Status or a status
other then Active, you
cannot charge
time and expenses to
it. |
|
Contract Amount
|
The
contract amount for
a project with Main
Status can be
distributed to
projects below it in
the hierarchy. Thus,
if a project with
Main Status has a
$1,000,000 contract
amount, and Phase 1
under it (with
Active Status)
should have 25% of
it, the contract
amount for Phase 1
would be $250,000.
|
|
Account Roll-Up
|
On
the Project screen,
when you choose a
project with a Main
Status, the Account
tab rolls up all
amounts from the
projects below it in
the hierarchy. This
is not only for the
top-most level, but
for any other
project in the
hierarchy with a
Main Status and
projects with
activity below it. |
|
Clone
Phase |
On
the Project screen,
when you select a
project with a Main
Status, a Create
Phase button appears
next the project ID.
Using this button,
you can clone the
Main Status project
to a new project
record, carrying
forward its profile
(contract type,
service fee
schedule, etc).
Optionally, you can
take part of the
contract amount for
the Main Status
project when you
clone. |
|
Invoice Review |
On
the Invoice Review
screen, if you
choose a project
with a Main Status
(Project filter),
all invoices for the
projects below the
project in the
hierarchy are listed
in the grid.
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Thus, when you
set up your hierarchy, consider
these features and rules and
determine whether a particular
project in a hierarchy should be
Main Status or not.
Creating a
Project Hierarchy
Setting up a
project hierarchy can be done in
three ways:
-
 Setup
a project record, then link
it to another project using the 'Set
this Project as a Phase of'
feature on the
Project-Detail screen.
-
 Clone
a main project record to
another project record using
the Create Phase button.
-
Clone the
project hierarchy from any
main project and its lower
level projects. When you
choose a main project,
BillQuick asks if you want
to clone the projects below
it.
For BillQuick
users who need multiple-level
projects, 2008 delivers! |
