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To simplify the linking of reports to a project the project template needs to comply with a type
| Type | usage | example |
|---|---|---|
| Generic | used with large clients with varied requirements | A major customer that wants to negotiate a discount across a range of reports |
| Pattern | A set of reports that typically go together and may be invoiced in a single invoice in advance or arrears Can force invoicing at the job level for different pattern types Can force client to be same as project for different pattern types | Construction projects - different stages of construction NCAT projects - legislation required set of reports |
| Group (Same Type) | Large numbers of the same report to be done in many different locations or for many different customers | A major customer with a fixed project A customer that pays for reports for their customers |
Using Projects
Define the project, provide a name and link to a customer
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Invoices will be visible from the report and the project, project discounts will be applied
Linking other financial transactions to a project
The order link can link directly to a project
Marking inspections as Invoiced or Paid
