Various Project Management module questions

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Posted on by CU11111452-0

Hi there,

I have a couple of questions related to the Project management module:

1) Is it possible to use ONE Project Contract for MULTIPLE Projects? If yes, is it best practice for Users to change the Project Contract for an existing Project (if the Project currently has an Invoice generated but NOT posted)?

2) Is there a way to change the Main Account on a Project Invoice? Currently, the Project category 'BILLABLE' Revenue account is posting to 1000000, however, there are some other Invoices that should post to 1100000 instead of 1000000....

3) Regarding the Project invoice proposals wizard - can this be used to generate Invoices for multiple projects (that have different Project contracts) that belong to the same proposal group?

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André Arnaud de Cal... 300,215 Super User 2025 Season 2 on at

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Various Project Management module questions

Hi,

Please next time, create a new post for each individual question. I will provide my two cents here, but it would be too hard to know what part of your questions is answered to your satisfaction or not.

1) Yes, you can use one contract for multiple projects. Note that depending on the selection when creating an invoice proposal, it will summarize transactions from different projects on a single invoice. If you filter on one project, then this would be a work-around to create an invoice per project. Is it not recommended changing the project contract continuously when creating invoice proposals. What is the background of that question?

2) If you would need to use more revenue accounts, you can manage this per project, per category. Depending on the exact requirement, you can either create more categories or setup posting per project group or project.

3) Can you explain your last question? Do you want to create consolidated invoices? If so, this will only work per project contract.

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CU11111452-0 18 on at

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Various Project Management module questions

Hi Andre thank you for the feedback:

1) This answers my question.

2) could you provide an example for this?

3) this is related to Point 1, where, the end users are looking to run a project "Invoice proposal", every quarter, using Project contracts. So I am assuming if the Users use ONE Project contract for multiple Projects, they wouldn't need to use this Wizard since the project Invoice proposal can generate Invoices using the 'Project contract' field (see below screenshot) - is that correct?

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