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Creating a project

To begin we need to create a new project.

This is done by accessing the create project function in the project menu as shown below.

When creating a project there are different informations to take into account.
You can learn about them by using the tooltips functions, but let's take a look at the most important ones.

Who and where:

  • On unit: If the project is related to a process unit (LINK TO UNITS)
  • Company: The company the project should be created on.
    • Search loop: This opens a window to search on companies within the system.
    • Plus button: This opens a window to create a new company in the system.
  • Contact person: The contact person is the relevant person at the company selected.
    • Search loop: This opens a window to search on persons within the company the selected in the previous field.
    • Pencil button: This opens a window to create a new person in the system.
  • Address: The address where the project should be completed on. The system suggest the delivery address, but this can be changed by selecting in thew dropdown menu. 
    • From company (default)
      • The delivery address of the company selected in the previous company field.
    • Custom
      • You can set a custom address which is entered by clicking the below address field and a new window will open where you can fill out address details.
    • No place
      • This hides the option for choosing an address on the project.
  • Responsible: Is the responsible of the project, normally the project manager.
  • Team: The responsible team on the project.
  • Work area: Is used for suggested time registration type

Project info

  • Title: Is the title of the project, similar to a task title or topic of an email.
  • Type: Project types is used to keep a track of different project types and their associated custom fields.
  • Status: Project status is used to keep a track of the projects current status.
  • Priority: To set a priority of the project, this can be set with a value of 1-5, where 1 is highest and 5 is lowest.
  • Show on extranet: Is used to show the current project on the Microbizz extranet, which is a customer portal for out customers endusers.
  • Expiration date: Is used for GDPR purposes and ..................................................................MISSING!
  • Description: Is used for a detailed description of the project. It's possible to use different text sizes, fonts, tables and images from the tools above the description field.
  • Files: Is used to attach files to the project, this can be view on the file tab (LINK) under the project card after the creation.

Billing, date and time

  • 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 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. 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 project.

Viewing a project

The project card is accessed either by the menu PROJECT SEARCH, LATEST or PROJECT START PAGES where you will find all the projects which is in your system, depending on the policies set in the project module.

The Actions button

Int the lower left corner, on the frontpage of the project card we find a button called Actions and when clicking on this button a list of buttons will appear:

  • Edit project: Used to edit the project information
  • Assign tasks: Used to 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

User tabs

Right under the user card we see the user tabs. These have different purposes:

  • Activity: Here is shown a chronological list of activities that the user has been involved in.
  • Competences: See what competences the user has
  • Disclosure: GDPR related tab viewing a list of objects the user has been in contact with
  • Equipment: See what equipment the user is attached or responsible to
  • Files: See files related to this user
  • Forms: Fill out forms and see previously filled out ones
  • Linked: A tab related to special integrations
  • Map: See a list of checkins for this user on a map
  • Notes: See and write notes regarding this user
  • Prices: See and edit this users prices when registering hours on any task
  • Production: See this users past, present and future production
  • Salary: See salary related information
  • Statistics: Choose different mini reports to see statistics about this user
  • Working week: See this users workweek
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