Summary
Report Projects are effectively a group of reports for a customer
Projects may be active in multiple states (or other ways of managing areas)
Any report can link to one project - the report and project may have different clients
From the project - mass emails can be sent for any completed reports that have been paid for and not yet emailed
Fixed price Projects
- will be priced at the individual level
- may have a project discount applied to each report
- may be invoiced at the group level (invoices will have report details on each line)
- Final reports will be linked once completed even if invoiced in advance
- All reports on the project can be invoiced in a single invoice regardless of status
- may be invoiced at the individual project level
Project Group Types
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
Link the report to a project
Invoicing projects
If the project is NOT fixed price and invoiced at the project level - all reports are invoiced as normal and project discounts will apply
If the project IS invoiced at the project level the invoice can be created anytime