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- Invoicing: Choose how the project should be billed. Read up on invoicing here
- Hours/products: This uses the time registrations and products as invoicing total.
- Fixed price: This sets a fixed price for the project.
- No charge: This sets the project to no charge, so won't be billed.
- Requisition: Is used to set a custom billling-number for the invoicing. This can be PO-numbers, etc.
- Price: This is visible if chosen as fixed price and here should the total invoice of the project be selected.
- Customer must accept price: Is used to let the customer accept the price on the extranet (customer-portal)
- Budget: Is used to estimate the cost of the project. This is divided into different budgetareas budget areas which can be created from the task module > Settings > Budget ares. (LINK MISSING)
- Internal hours This is a default of the system and this contains the cost of all internal hours used in the system.
- Administrator: If you are an administrator you can give the same permission to other users. See more about Permissions in this section
- Team: Choose the teams in which this user should be. Learn about Teams in this section
- Home Group: Choose a standard team for the user
- Messages: Choose how the user should be contacted by the system
Workweek
When creating a user, you can add a workweek. This is used to for different purposes in Microbizz. For example when to plan a task, or for salary purposes. You can choose to ignore this section by not activating it.
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- . This should be the total cost of the hours in Estimate-field.
- Budget area 1 (Subcontractors): The is product use where budget area 'Subcontractors' is selected.
- Budget area 2 (Materials): The is product use where budget area 'Materials' is selected.
- Estimate: Is used for the total time estimation of internal users time registrations.
- Start date: The start date of project which is shown on the timeline afterwards.
- Deadline: The deadline of project which is shown on the timeline afterwards.
Subscribers and custom fields
- Subscribers: Is used for email subscriptions, so the users in this field will receive email updates with changes on the project.
- External subscribers: Is used for external email subscriptions, so the end customer (persons) in this field will receive email updates with changes on the project.
- Custom fields: Custom fields will be displayed in this part of the project card and this is depending on the project type, as custom fields are linked to project types.
That's it. You have now created a userproject.
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Viewing a
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project
The user project card is accessed either by the menu MY PROFILE or through the USER LISTPROJECT SEARCH, LATEST or PROJECT START PAGES where you will find all the users projects which is in your system, depending on the policies set in the project module.
The
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Actions button
Int the lower left corner, on the frontpage of the user project card we find different buttonsa button called Actions and when clicking on this button a list of buttons will appear:
- Edit project: Used to edit the user project informationMobile auto configuration
- Assign tasks: Used to give a user access to the mobile appBecome user: It's possible for an Administrator to log on as any user through this functionto add an existing tasks to the current project. Enter task number or name to start the search.
- Create task: Used to create a new unassigned task to the project.
- Deactivate: When a user is no longer needed it can be activated here. You will then be asked to
- Delete: You can delete a user here
- Configure: Used to configure some integrations
- Less: Show more/less of these buttons
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