Adding a new Project and explaining the tabs.
Introduction
Projects help you to manage various work and keep track of budgets and costs. You can assign Cost codes to Projects and set up the budgets for the Cost codes. A Project code is required to be able to set up a Head Contract in the Lentune Payment Claims module, although you can use Projects to manage your smaller jobs without requiring an associated Head Contract.
You can access Projects from the Administration and Payment Claims modules.
Add a Project
- Go to Administration > Projects.
- Click New Project to access the Create New Project screen to add your new Project.
- Add a Code for this Project, and select the Description, Branch and Project Type.
- Select the Default general ledger account. This allows data to flow through to your General Ledger reports.
- Click Confirm.
This takes you to the Details tab.
Details Tab
In the Details tab there are sections for Project details, Contract, Budget and Project Summary.
In the Project Details section you can edit details that you added, assign a Department or add a Delivery Address.
In the Contract section, you can view a summary of the Head Contract, if this Project is used in the Payment Claims module. Note, the Original contract value should be entered excluding GST.
The Budget section shows the budget and variation figures.
The Project summary section shows the created date and time, and allows access to Cost Type visibility.
The Cost Code visibility allows you to control what modules Cost codes can be accessed. from. Refer to Project Defaults for Cost Code Visibility to read about this.
Cost Codes Tab
On the Cost Codes tab you can add new Cost Codes to the Project. Then budgets for this Project can be allocated to the specific Cost codes.
Click New Cost Code to add a new cost code and allocate budgets for it. Read more about adding Cost Codes to your Projects here: Add Master Cost Codes and apply them to Projects.
Double click on an existing Cost code line to review and edit the budget figures for that Cost Code. The budget and any budget variation are shown in the lines below in columns for each Cost code.
You can also view the summary of Forecast and Labour costs which come from the budgets on the Cost codes. Refer to Project Forecasting and Cost to Complete detailed by Cost Code to see how these figures are calculated.
On the More button, you have access to Add Master Cost Codes to the Project, Copy Cost codes from another similar Project, export Cost codes to and import from Spreadsheets.
Variations tab
This area relates particularly to Payment Claims, although you can add variations for any Project. You can add variations manually, and you can also import variations from a spreadsheet.
- Click Bulk add new variation to add a variation to an existing Cost code line.
In the Cost code variations screen:
- Cost Code: Select one or more Cost Codes to add a variation for. If you select multiple cost codes, they will all have the same details and amount added.
- Enter the code reference, note and amount.
- If this project relates to a Head Contract, select the relevant Head Contract line.
- Click Add to save this entry. Add more lines as required, then click Bulk Add to complete the process.
Variation lines are then displayed on the Variations tab screen.
Other tabs
Invoice tab
The Invoice tab shows any invoices that have been created for this Project.
Yard tab
The Yard tab allows you to make and view Yard bookings.
Access tab
The Access tab allows you to determine which staff and Access Personas can access this Project.
Communications tab
The Communications tab records any communications that have been sent or received for this Project.
Sub contract tab
The Sub contract tab relates to the Payment Claims module where you can add Sub Contracts to a Head Contract. Refer to Payment Claims: Sub Contract claims for further information.
Forecast and Labour costs for Cost Codes
Refer to Project Forecasting and Cost to Complete detailed by Cost Code for an explanation of the fields displayed in this section of the Cost Codes tab.
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Last updated: 17 January 2024