Combined Projects

You can use Combined Projects to combine projects for the same customers in one overview. This makes managing several Projects for the same customer easier as it provides an aggregated summary of the key performance indicators. Besides that it provides a function to combine the billable lines of the Combined Projects in one invoice. When the invoice is posted the ProjectLedger Entries are created in the individual Projects.
Besides the Summary and Billable pages the following pages can be opened to show the resp lines for the linked Projects:

  • Planning
  • Delivery
  • ProjectWIP Cockpit

Create a Combined Project

Combined Projects and Projects are 2 separate entities. In order to combine a number of Projects first these Projects have to exist (for the same customer) after that a Combined Project, header, is created and Released. Next the Projects can be linked to the Combined Project by selecting them form a list. The relation Combined Project- Project is 1:1.

  1. Make sure a number of Projects for the same customer exist in the ProjectList.
  2. Open the Combined Projects List and click the New action to create a new Combined Project, make sure to specify the same Bill-to Customer as in the Projects
  3. Release the Combined Projects header
  4. Click the Link Projects action in the ribbon which will list the Projects for the Bill-to Customer.
  5. Highlight the Projects you want to link (Hold down the Shift or Ctrl key to select multiple Projects). When done click OK to link the Projects.

Note that the Summary action will show an aggregated ProjectSummary for all Combined Projects.

Create a Combined Invoice

Project invoices can be created from the Combined Project through the Get Contract Lines action. Note that this action will list all contract lines for the Bill-to Customer. The filter options in the header allows the user to quickly make the required selection.

  1. Make sure the selected Projects have a number of contract lines.
  2. Click the Billable action in the header to open the Billable page.
  3. The Billable page will show all Billable lines for the Combined Project.
  4. Highlight the contract lines that must be invoiced and click OK.
  5. Select the Create Invoice, or Create Credit Memo action from the ribbon to create the document

When selected and confirmed the invoice will be created.

See Also

Welcome to Industrial Equipment Manufacturing