![]() ![]() A technician or office user will need to give the parts a used on date on the Project for the cost to reflect on the Total Incurred column. However, their cost will not automatically be moved to the Total Incurred column. Once the parts have been received, their cost will move out of the Total Committed column on the Performance Page.So if you use Group by Service on the Project to track which parts belong to which service, a technician or someone in the office must change the part's service association to the appropriate service. However, the items will automatically be added to the ' No Service' service. ![]() If the parts have not been fulfilled, the cost of the parts will be reflected on the Total Committed column of the performance page.Like a normal ServiceTrade Job, the parts will appear on the project as Job Items.Yes, you will follow the normal steps of Linking Purchase Order Items to ServiceTrade Job Items. Do parts ordered on 'Direct Purchase for Sales Order' Purchase Orders sync to Projects? Techs will need to either add labor items via the tech app (which will automatically apply a used-on date) or the office will need to use the tech's clock event history to add labor items with used-on dates when reviewing a Project. Do Tech Clock Events feed into the Labor Section of the Performance Page?Ĭlock Events do not feed into Performance in any way. When you create a Project and Budget from an Approved Quote, the budget's Overall Value will initially match your quote's subtotal because tax is not included in revenue.īecause of this, you may Invoice slightly more than what is listed on your Project's Expected Revenue on the Performance Page because you may include taxes on your invoices, and the Total Invoiced column on the Performance Page includes taxes in its values and represent the Invoices' Grand Totals. ![]() Why does the Budget not have a Tax column?īudgets do not have a tax column because tax is not a part of your cost or expected revenue. Read this article for more information: How to Access Project Management Features. You can give them the View Budget activity on a custom Role. If you need to share a budget internally but don't want to give certain staff the ability to edit/modify the budget. However, you can right-click on the Budget's page and use your desktop's " Print" function to print a PDF of the webpage with the budget. There is no built-in print or export function on Budgets. When the task is complete, the office staff can mark the service as complete and leave an office-level comment as they complete work. You can then assign a Placeholder Technician Role to your office staff so you can schedule appointments for those services and assign office staff to the appointment. However, you can create services on the project for these specific tasks. There is currently no specific feature designed for the office staff to keep track of specific tasks that need to be completed before another phase of the project can start ( examples: design approval, inspection, code approval, etc.) Does Project Management have Project Tasking? Can I have multiple Change Orders out at once for a Project? Does Project Management support Progress Billing, Unitary, or AIA Billing? This article is for frequently asked questions related to our Project Management feature. ![]()
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