And indeed, you almost certainly can, because it’s not very hard. Zoho Projects and other project management tools provide vital insights and capabilities for managing projects of any scale.Īs an intelligent person, you might imagine that you can store your daily to-do list in your head. When troubleshooting with a client or-heaven forbid-dealing with an audit or complaint, having an independent record of everything that’s been accomplished by a particular staff member or for a particular client is invaluable. If you track thoughtfully, you’ll be able to use these records to audit what you did for each day, gradually tracking your tasks backward until you find the information you did. It also serves a valuable record-keeping function. It’s the most intuitive and obvious strategy, allowing you to collect all your thoughts in one place and then process them at your leisure. You can also evaluate the project’s performance and progress under the Profitability Summary section of the Project Overview page.When you have a busy day, what’s the first thing you do to keep track of your tasks for the day? If you’re a smart person, you probably make a to-do list. Revenue Budget is the amount you expect to receive from the client for the project.Įntering a budget will help you analyse the actual amount spent or earned from the project when compared with the estimated budget.Cost Budget is the total amount you expect to spend on a project and a.You can add more users by clicking the + Add User option. Enter the User Name, Email Address and the Rate Per Hour.The project bill will be calculated based on the hourly rate of the staff and the customer will be invoiced accordingly. Marking the Billable checkbox will add this cost to the invoice and the customer will be billed for it.Īt the completion of the project, you can charge your customer based on the tasks completed.Enter the Tasks and the Rate Per Hour to finish that particular task.User field is same as for the above sections.The project will be billed based on the hourly rates of the task and the customer will be billed accordingly. Enter the rate that will be charged for an hour of work that goes into this project in the Rate per hour field.Īt the completion of the project, you can charge your customers based on the number of hours logged for the project.User and Task fields are the same as the above type.This option will calculate the number of hours spent on a project and the customer will be invoiced accordingly.
Tasks can also be created later for the project. You can add more tasks by clicking + Add Task. You can also add an extra user by clicking + Add User.Įnter the tasks that need to be done to complete the project.
Click the Search icon next to the Customer Name to search for customers based on the name, phone number, email etc.Select the customer from the Customer Name drop down.Enter the name of the project in the Project Name field and provide a Description, if necessary.Check the box near Timesheet under Select the modules you would like to enable.Record Transactions For Customers/Vendorsīefore you can start creating projects, you will have to enable the Timesheet module.
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