Function Point TrainingLibrary - The Mothership of How-TosLibrary ProjectsCommon Workflows that Include the Projects Module

Common Workflows that Include the Projects Module

Not every client includes use of the Projects module in their day to day workflows. Projects are often used as a way to organize multi-deliverable jobs, or work that includes a multi-month retainer. Please review the examples below, if you would like to know how you might begin to use this fp. module.

Workflow #1:

fp. client creates a yearly "retainer" project > they add a "billing" job with an estimated value of the monthly "bill-out" > they add individual jobs with no estimated values to track time to as the jobs come up > these jobs are opened and closed as appropriate throughout the year.

These new fields allow the client to 1.) create a yearly budget (manually) 2.) bill an estimate value monthly and 3.) compare actuals and invoices for the year to the budget field. The client can then pull reports on the project (through jobs and timesheets etc.) to view details about work done each month.

Workflow #2:

fp. client creates a monthly "retainer" project > they add a "billing" job with an estimated value of the monthly "bill-out" > they add individual jobs with no estimated values to track time to as the jobs come up > these jobs are opened and closed as appropriate throughout the month.

These new fields allow the client to 1.) create a monthly budget (both manually and/or from the sum of estimated values) 2.) bill an estimate value monthly 3.) compare actuals and invoices for the month to both the budget field and estimated field.  The client can then pull reports on the project (through jobs and timesheets etc.) to view details about work done each month (which is it's own project).

Workflow #3:

fp. client creates a monthly "retainer" project > they add individual jobs with estimated values to track the total billable and actual time at the beginning of the month> these jobs are final invoiced through a multi-invoice at the end of the month.

These new fields allow the client to 1.) create a monthly budget (both manually and/or from the sum of estimated values) 2.) bill an estimate value monthly through a multi-invoice 3.) compare actuals and invoices for the month to both the budget field and estimated field.  The client can then pull reports on the project (through jobs and timesheets etc.) to view details about work done each month (which is it's own project).

Workflow #4

fp. client creates a project to track a campaign or brand > they add all individual jobs to the campaign, which may last several months or more > they attach a budget to the campaign, which will ultimately be used to track vs. estimated values > either individual invoices are sent out on the jobs or multi-invoices created (depending on contract) > jobs are opened and closed/invoiced as required.

Please review these articles for some additional reading on including retainers in your work: Handling Retainer Work - By Month; Handling Retainer Work - By Year

And we welcome your questions or concerns: support@functionpoint.com

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