The header (top section) displays the information that was entered when the Project was first created. If needed, you can change key details using theEdit Project button at the top right of the screen.
Quick menu to view purchase orders and schedules related to this Project.
Quick menu to create a new Project using the client, location and contact in the current Project. You can also create a Short URL to send the project to other users.
The project dashboard is the main screen of the Projects module. It allows you to easily view the tasks, quotes, orders and progress invoices that have been created against the project. You can also create new tasks, quotes and invoices for each stage of the project from this screen.
Each tab in the project dashboard is described in the table below.
Click to enable additional columns for each tab.
Allows you to create a visual representation of your project timeline. See Gantt Charts for more information.
Allows you to view the quotes linked to the project.
You can also create a new quote against the entire project or against a single stage of the project.
When creating a quote for a project, you can choose to make it a variation. Just look for the Project Variation checkbox at the bottom of the quote creation window.
Variations will not impact the original contract values on your project. On the progress tab, the value of the Variation(s) will be separate to the original contract values.
Additional Quotes (Variation not ticked) will change the project contract value on the Progress tab. They will not be listed as separate variations.
Allows you to view the tasks linked to the project.
In a project, Tasks are one way to record your costs against the project (such as labour, materials and / or expenses).
The First Task
When a quote is approved, AroFlo automatically creates an associated task. A project created from this approved quote will show this task, but the task will not be assigned to a particular stage (the Stage column of the task will say 'No stage').
We recommend closing this task, so that you don't accidentally book labour or materials against it. Labour and materials should only be booked against tasks that are created within the project stages.
You can also create new tasks against the entire project or against a single stage of the project.
If you need to move existing tasks linked to the project between stages, simply drag and drop them into the relevant stage folder using the Drag column. This option will not be available for Completed or Archived tasks.
Link tasks to project
To link a task not already linked to the project:
When creating a new task, the Create New Task form provides a Project field which allows you to link the task to a project and stage (if applicable).
When editing a task, edit the task header and select the project and stage (if applicable) from the Project field.
Allows you to view or create Invoices on the project.
Projects allow you to create collated invoices or progress invoices.
Project invoicing options...
Project tasks are treated just the same as a normal task - they can be scheduled to a resource and used for recording job information and costs. Invoices are created against each individual task as they are completed. Task invoices can be collated into a single invoice by clicking one of the Collate Invoice options on the Invoice Worksheet:
If you have document storage enabled for your subscription, you can view documents and photos here.
This directory includes files that have been uploaded to the Project itself and any linked Tasks.
Why are documents read only?
Files cannot be changed in this view because they may have been uploaded to another area (such as a linked Task). To update files against a Project, see Edit a Project. To update the files against a Task, see the Task Worksheet.