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T&M project vs Income

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(@ade)
Posts: 45
Active Member
Début du sujet
 
[#4716]

How can i manage the cost on a T&M project ?

I create projects, tasks, with affected users, those users declare their effort.

I want to declare all thoses efforts/ cost to my customer.

I want to make a snaphoot at the end of the week (sumup all costs/effort) in a order/bill to my customer.

How can i do that in efficient way ?

Thx for your help/


 
Posté : 22 Oct PM 16:1010
(@babynus)
Posts: 14952
Membre Admin
 

Use "bill" item for billing mode "t&m"
Billing mode is defined on project type.
Project type is selected on project.
Then :
- you define activity price : selling daily price for activity type
- you add on bill 1 line per resource : select a priod and activity price
ProjeQtOr will retreive all "billable" work for resource on period for given activity type.


 
Posté : 22 Oct PM 17:1010
(@ade)
Posts: 45
Active Member
Début du sujet
 

This feature is available, great

let me decompose for my understanding :

I create a new Activities Type name "Selling Task"
I create a project with type set to "Time & Materials"
I create an activity on previous project with "Selling task" activity type
I declare real work allocation on the task (3 days with a cost of 300€ for ressource pierre), visible in the activity and in the project.
I declare an activity price on previous project with activity "selling task", price 50€.
I create a bill and enter 1 line per ressource for the period and activtity.

I excepted to have 300€ instead of 150€

Thx

-


 
Posté : 22 Oct PM 18:1010
(@babynus)
Posts: 14952
Membre Admin
 

Cost is 300€ (I gues daily cost for resource is 100€ per day) but bill is 3xactivity price=150€ (activity price is 50€)
So you sell resource less than what they cost 🙁


 
Posté : 22 Oct PM 20:1010
(@ade)
Posts: 45
Active Member
Début du sujet
 

Understood your answer and the way it is done 🙂

I have now to develop a way to automatically create all bill lines. B)

Entering manually the Sell cost of each profile may result in typing error and is not very effective => not acceptable for my business.

For my specific usage, I have to publish the bill weeky.


 
Posté : 22 Oct PM 23:1010
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