09:34am
May 25, 2001 PST (#1 of
3)
Has anyone used "Client Projects"?
We seems to have a growing number of projects
that usually start with a job number being opened called XXXXX
whatever "!!!!!Development" Then,
it splits into a dozen jobs within that umbrella job.
So i was considering opening the main job
(as usual)...then giving it a project name....then was wondering
if i can do "individual" sub-estimates
for each 12 components....but still have the one job number?????
I don't really understand what the benefits are of "Client Projects"!
Do they have some post analysis benefits or something????
Or do I simply open 12 subsequent new job
numbers, give each one an estimate, and hope like crazy that
reconciling all of them against the "big picture bucket" at the
end of the day WORKS???
Thanks
Brownie
09:34am
May 25, 2001 PST (#2 of
3)
We also would like to have...
We also would like to have jobs grouped together. Since the printing
specs can really apply to only one kind of product, it would be
nice to group jobs under a single title (or allow different print
specs for the different pieces of a single job).
Unfortunately, client Projects doesn't really help any with this.
Adding this feature to the wish list of
C&P would be great!
mindy mcCain
Miller Brooks, Inc.
09:34am
May 25, 2001 PST (#3 of
3)
Client Projects allows you...
Client Projects allows you to generate and print reports for all
jobs with the same project name. That's about all I see it doing.
I've never done, nor am aware of an umbrella job, with roll-up
sub component jobs.
But - here's an idea you might consider:
First label all your sub-component jobs with Alpha-Numeric coding
so they print together on the job list (JOB-001A, JOB-001B etc.)
(If you have the automatic numbering set as a preference, you'll
have to un-click that in the mean time.)
Then - use the billing status code field
to enter a project code (assuming you don't use billing status
code fields routinely as part of process). If you do this, you
can pull a profitability report (snapshots>profitability>choose appropriate date ranges>billing
status code) that gives you a consolidated accounting of all the
jobs in the project.
Roxanne Cowan
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