Set the Projects tab
You determine the settings for the validity combinations and the period table for Profit Projecten.
To specify settings for projects:
- Go to: Projects / Management / Settings / Project.
- Go to the tab: Projects.
In this tab, you set the validity combinations and period table for Profit Projecten. You use the validity combination to specify in advance who is allowed to post entries to which projects and with which work types.
- In Validity based on 1, 2 or 3, select the table that you want to use (if applicable) for the first, second and third calculation basis for validity combinations.
Note:
You can no longer change the validity calculation bases without deleting the validity combinations that have been created. Configuring the calculation bases has consequences for entering.
- Select the period table in Period table that is applicable for the project administration. You must create the period table in advance.
- In Weekly entries period table, select the period table if you have activated the Actual costing per week functionality.
- In WIP totals period table , select the period table if you will use the Work in progress functionality. Based on this period table, the relevant WIP totals are updated for each project and period. You can view these WIP totals at Projects / Invoicing / WIP totals.
- Select a cost type on which the overhead costs need to be entered in Cost type overhead.
Overhead costs are the general operating costs. You can settle these in the projects for your own cost structure. If you select a cost type here, then a separate actual costing line of a separate type is generated from the overhead. You cannot change or invoice this actual costing line. You can however have this line included in the cost price. You can only select a cost type that is not in hours and for which the Charge check box is deselected.
- For further information on the settings for the Quotation component, please see Quotation numbering/cost estimate.
- Click on: OK.