With this add-on module, multi-level projects can be created within WorkPlace. New projects become available for various uses within WorkPlace after the appropriate configuration is completed on the Maintenance Tab underneath the Project heading.
The WorkPlace Requisition, Check Request, Timesheet, Expense and Receive/Match Invoice entry pages gain three new fields to help identify and categorize project costs.
This is a group of related tasks that work together to meet the same overall goal. For example, a project may be to create a brochure for a new product line.
These are the individual major tasks in a project. For example, Layout, Design, Typesetting and Printing might be phases for the new product line brochure project.
This is a name assigned to a detailed step within a Phase. For example, labor, equipment rental or material purchase may be necessary steps within one or more project phases.
Timesheet Entry also includes the Labor Group field.
Labor activities preformed by the same type of worker can be associated with a group in order to automatically default the appropriate billing and cost rates.
Customer Invoices can be mass generated from the WorkPlace Billing page after costs have been captured against various projects. The rates used for billing can be based on any one of several factors: the user that did the work, the Project Phase or the Activity. The actual rate applied will be calculated based on a customizable hierarchy of rules that you setup, which can be as easy or as sophisticated as your company's business rules require.