Difference between revisions of "Client and Project"
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=== New project === |
=== New project === |
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Revision as of 14:48, 8 October 2014
This module contains information of all your clients and projects.
Contents
Client & Project list
This module contains information of all your clients and projects. In the first page you can see a list of all clients in the left part. When you click on a client, all its’ projects are shown on the right screen side.
If you click on “All projects”, you will see a list of all projects, irrespective of clients.
Buttons
| Due projects | By clicking “Due projects” you will see projects that have reached deadline. Also projects with an Invoice date that have no invoice printed out. This is only shown for project- and production managers of a project. |
| Only active | On both client and project sides you can select a list with only active. |
| Only mine | Own clients/projects are ones where you are client manager and/or project-/product manager. |
| Export | Exports the list to Excel. Select which columns you want in the export. |
| To be closed | Indicates to the accounting department that the project is ready to close. |
Columns
In the list, click the right mouse button and select the columns you wish to see. The selection will be saved for your user name.
If you wish to see the columns in a different order, you can drag and drop them where you want with the mouse indicator. Click in the heading field in the column that shall control the sorting.
Clients
| Favourites | Possibility to select only the most frequent clients. |
| Code | A unique identity for the client. |
| Client | Client name. |
| CM | The employee code of the person in charge of the client (Client manager) in your own company. |
| A lock | A lock means that the client is closed (inactive). This means that the client does not save any active projects and that new projects not can be opened to it. . |
| Group/Group name | Group code/name |
Projects
| Favourites | Possibility to select the most frequent projects only. |
| Code | A unique identity for the project. The code consists of the client code + a running number. |
| Project | The project name. |
| Registered | Date when the project was opened (registered). |
| PM | Employee code of the project manager. |
| $ | Shows that there is WIP on the project. |
| A lock | A project with a lock is closed. |
| Due | Overdue client invoices on the project are shown in red. (one symbol if the invoice is due more than 8 days, two symbols if more than 31 days) |
| Inv text created | If this is marked, somebody has started to create an invoice text on the Invoice- tab. |
| Inv text ready | If this is marked, somebody has created an invoice text and marked it as ready. |
| Production manager | Employee code of the production manager |
| WIP | Shows the amount in the project’s WIP. |
| Currency | Shows the base currency of the project. (Used only in multiple agency handling) |
| Project type | Shows project types: external (E), within group or externaal within group (G), internal (I), project for internal work (9) and speculation- or pitch projects (J). |
| Estimate | Shows if the project has a cost estimate. |
| To be closed | Indicates to the accounting department that the project is ready to close. |
| WIP Fees | Shows amount in WIP Fees |
| WIP Purchases | Shows amount in WIP Purchases |
| WIP Other | Shows amount in WIP Other |
| Fixed price | Shows the fixed price of the project, if that has been set in advance |
| Deadline | Shows the project’s deadline date, if set (Base registers/Pro/Client &Project) |
| Inv date | Shows the project’s invoice date, if set (Base registers/Pro/Client &Project) |
| Invoiced | Shows what has been invoiced on the project (including pre-inv.) |
| Marathon Time | Marked, if the project is reportable in Marathon Tid. |
| Local name | Shows a local project name, if set |
| Reference no | Shows possible reference number. |
| End date | Shows closing date of the project, if it is closed. |
| Start date | Shows the project’s start date, if stated. |
Enter new clients and projects
New clients and projects can be entered directly in Client & Project. (New entries have to be activated by an administrator in Classic and you must have authorisation on user level.)
The fields to be shown are selected in the system parameters- therefore the view in your company can differ from the view in this manual.
New client
Click New in the client list. Fill in the field Client ID and press OK.
You can copy previously entered information from another client. Click the button “Copy from” andselect the client you want to copy from. The function copies all information and writes it in the fields (it writes over possible earlier text), you can then edit the data before you save.
| Client ID | The client’s unique identity. Maximum four (4) digits |
| Name | The complete name of the client, shown on invoices etc. |
| Internal name | The internal name can be used to identify the client with another, internal, name. The name is shown as client name in Marathon, but the client’s real name will be printed on invoices. |
| Client manager | Marathon suggests you as client manager, but you can of course change name. |
| Client contact | Contact person at the client. |
| Collective client | You can use Collective clients to tie together different clients, e.g. different branches of a client. E.g. Volvo can be collective client for Volvo Göteborg and Volvo Stockholm. (Collective clients are set in Base registers/Pro). |
| Category | You can divide clients in to categories and use for statistics |
| VAT | Enter what type of VAT the client represents: |
| Domestic: Ordinary VAT for domestic clients | |
| EU: VAT free for clients within the EU. | |
| Other countries: VAT free for clients outside of the EU | |
| VAT number | Non-domestic clients must be completed with a VAT number. |
New project
Select client in the client list, thereafter click New in the project part.
If you enter project numbers manually, start with filling in a number. If you use automatic project numbering, this field is not shown and the project is assigned a number when you save it.
