Projects with budget, phases and change orders
Set a budget per phase and role, track costs against the ceiling as you go, and let change orders sit on top of the original contract sum.
Budget per phase and role
A project is made of phases, and each phase has budget lines in hours and kroner per role. That is what spend is measured against - not a figure you keep in a spreadsheet.
- Phases with budget lines in hours and kroner per role
- A ceiling in kroner, so you can see when you are close
- Templates - save one project and start the next from it
- Original contract sum kept separate from additions
Costs with the receipt attached
Costs are registered on the project with a receipt, invoice or order confirmation attached, so the document travels with the cost when it is later posted to the accounting system.
- Receipt as photo or PDF on the individual cost
- Hours from shift planning and time tracking count too
- Spend against budget per phase as you go
- The document follows through to bookkeeping
Change orders on top of the contract sum
Extra work becomes a change order that sits on top of the original contract sum as its own line - so you can see what was agreed at the start and what came later.
- Budget lines created straight from a change order
- Original contract sum shown separately
- Retention and the customer's PO number on the project
- The customer decides who invoices and change orders go to
Certificate requirements enforced in the shift plan
A project can require specific certificates. The requirement is not a note - it is enforced as a hard rule in shift planning, so an employee without a valid certificate cannot be put on the shift.
- Requirements set per project from your own certificate catalogue
- Enforced on assignment, on open shifts and on swaps
- Expiry checked against the shift date, not today's date
- A warning well before a certificate runs out
What the projects module covers
Switched on and off like every other module.
Phases
The project broken into phases, each with its own budget.
Budget lines
Hours and kroner per phase and role.
Ceiling
An amount you do not want to pass - visible as you go.
Change orders
Additions kept separate from the original contract sum.
Retention
Retention and the customer's PO number on the project.
Templates
Save a project as a template for the next one.
See project management on your own jobs
We set up a phase, a budget and a certificate requirement together with you.