Project Overview
Projects
Projects, which are attached to Clients, are used to track a specific job, such as a Website or Advertisement.

Debt/Credits, Invoices, Reports, To Do's, and Payments are all attached to Projects.

You can track Project Expenses, Time, and any other billable items via Debt/Credits, bill your Clients with Invoices, create estimates or quotes using Reports, and track all other information such as associated files, tax settings, Payments, and To Do's.


While Clients are the base for all items in Studiometry, Projects are where most of your data will most likely be saved. Projects have many fields and settings that can be edited by selecting the Project from the list on the left of the Main Window and editing the information on the right. Editable fields include name, id, purchase order number, project since, deadline, completed date, amount quoted, and estimated hours. Additional settings include:

Live
If a Project is live, it will show up in all lists of Projects throughout the program. If it is selected as Non-Live, the Project will only be accessible via the search window. This is a great way of eliminating clutter while still keeping all of your information in one place.

Project Category
You can group your Projects by editable categories to easily sort and search through. Categories can be edited in the Preferences Window > Categories Panel.

Project Status
A Project's status is similar to a Category in most ways except that it is usually used to track progress throughout a Project. With default Statuses such as delivered, development, and ready for invoice, this is another useful way of tracking and sorting your Projects.

Public Project
This setting is used for companies who utilize the multiple employee features. A public Project can be accessed by all employees, regardless of whether they are assigned to the Project. A non-public Project will on allow access to admin users and specified employees.

Default Timer
When a new timer is created via the New Timer window, main window, or status item, Studiometry will first check if the Project has a set default timer to use. If the project has none, it will then check the Client's default timer, and then the Program wide default timer set in the Preferences window.
Timer Rounding
When checking for timer roundings, Studiometry first checks to see if a Project has a specified timer rounding. If the Project does not have a specified timer round ("Default" is selected) Studiometry will use the rounding setting in the Preferences Window > Billing Settings section.
Currency: The currency set for a Project will determine the default currency for all new Debt/Credits and Timers, Invoices, and Reports for the Project.

Oranged.net Software | Store
Copyright © 2007 Oranged Software