Getting started: creating projects

Before you can enter services, you must create a relevant project and set it as active. This article explains which basic settings are required.

First, open a new project by clicking on the menu button + and selecting a project. If you have not yet saved the relevant customer as an account, you must first do this via address management. You can learn how to do this in the article: Creating addresses.

The following information is required for a project:

• Project code (letters, numbers or combination)
• The customer selected
• Regarding field (appears on invoice)
• Project type (productive/unproductive)
• Rate level
• VAT rate
• Invoice interval
• Project manager

In addition, optional settings can be made:

• Project description
• Language
• Key user
• Deputy key user
• Assistant
• Remarks

You can find detailed explanations of these and other settings in the article Creating projects

Assigning users

Once the project has been created, the users can enter information about it. If you want to ensure that only certain users can enter information for certain projects, you can define this via system settings project / case > Users must be assigned to project. In this case, the authorized users must be added to each project.

Phases

In order to structure a project in more detail, Vertec offers phases within the Budget & Phases module. Based on phases, you can create offers, enter services, and create invoices. Using project calculations, you can calculate and manage the project budget on the phases. The following budget details can be saved:

Services

• Hours (number of hours)
• External fee (amount)
• Internal fee (amount)
• Costs (internal costs)

Expenses and outlays

• Amount (external)
• Costs (internal)

Phases can also be defined as fixed price by ticking the fixed price checkbox. This makes the budget equal to the fixed amount. Once a fixed price phase is marked as completed, it appears on the next invoice along with the amount specified as the fixed price.

You can find more detailed information in the article phases

Now, your project is active and you can enter services, expenses and activities for the project or phases. You can also create invoices based on the services entered. See the following articles for more details:

Entering services

Entering expenses

Activities

Creating invoices