Some companies find it very convenient to organize the services performed to a customer into Projects. A project is basically a set of Orders for a Customer. Organizing all Customer's Orders into a Project helps when the Customer has many new requests or changes coming in every week. This happens a lot in Software Development, Web Design, and other high-tech industries. Projects also simplify revenue and P/L analysis for a given customer. Using AvailSuite you can:

• Create new Project
• Change Project Status
• Define Default Status for new Projects
• Assign an Order into a Project
• Assign an Expense on a Project
• Attach special instructions and other files

How to create a Project?

To create a project, user can use any of the following ways:

• use the New Project button on the toolbar;
• select New and then Project in the File menu on the main form;
• fill a new row directly in the Projects grid;
• double-click on a new row on the Projects grid or on a white area below rows;

To complete editing of a new project and add a new row on the order grid, use the button with + sign in the row navigator below the grid.

How to change the Status of a Project?

You can change the status of a project on the project form. There are buttons: Draft, Negotiate, Cancel, Complete, and On Hold. Not all buttons are displayed on the form simultaneously. You can negotiate, put on hold or cancel draft projects; put on hold, cancel or complete negotiated projects. On Hold projects can be moved into any other status. Administrator users can return canceled and completed projects back to draft.

How to define a default Status for new Projects?

New projects can be created as Draft or as Negotiated. Administrator users can define the default status for new projects. For this purpose, use the Default Statuses tab on the System Options form (to open this form, click the System Options in the Maintenance menu of the main form).

How to assign an Order into a Project?

Orders can be grouped into projects. To assign an order into a project, open the order form and select the project using the project selector control. The system will display only the projects of the customer, whose order it is. To remove an order from the project, simply delete the project name on the order form and save the changes.

How to assign an Expense on a Project?

Expenses can be assigned to a particular project. To assign an expense on a project, open the expense form and select the project using the project selector control. To remove an expense from the project, simply delete the project name on the expense form and save the changes.

You may also create new Expenses while in a project form. To do this, click on the +' button below the expenses grid and a new expense will be created.

How to attach special instructions and other files?

Click here to read more about File Attachments.