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ProjectINSIGHT
Keep track of your projects and manage your profit and loss with the P&L report
9 articles in this collection
Written by
Natasha Tyrrell
Getting started with Project Management
Manage your projects and keep track of your profit and loss
Written by
Natasha Tyrrell
Updated over a week ago
Add multiple contacts to your project's
When running a project you can have multiple people that you need to engage with. Add your contacts to your project so you can keep track.
Written by
Natasha Tyrrell
Updated over a week ago
Auto-Allocate a Team for a Project
Ability to auto-allocate todays job for the next day (using Projects)
Written by
Natasha Tyrrell
Updated over a week ago
Managing costs for projects
How to read the project profit report
Written by
Natasha Tyrrell
Updated over a week ago
Project rates
Set special rates for your project to be used for quotes, invoices and jobs
Written by
Natasha Tyrrell
Updated over a week ago
Track your bills against your project
Import or create bills from supplier invoices to keep track of your actual project costs
Written by
Natasha Tyrrell
Updated over a week ago
Manage you supplier invoices against your project using our Xero integration.
Import your bills from Xero
Written by
Natasha Tyrrell
Updated over a week ago
Project Variations
Create a project variation to compare different scenarios for a project
Written by
Natasha Tyrrell
Updated over a week ago
Manage shifts for teams to set individual rates
Select a shifts for teams using different service code rates for individual technicians
Written by
Natasha Tyrrell
Updated over a week ago