Project card explained
In this article, you will get an overview of the different types of information found on the project card.
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- 1. Fundamentals
- 2. CRM
- 3. Projects
- 4. Job postings
- 5. Candidate / Employee base
- 6. Staffing
- 7. RecMan BI
- 8. Email, Calendar and SMS
- 9. Sales
- 10. Inquiries
- 11. Economy
- 12. Admin & System setup
- 13. Security
- 14. Export
- 15. API
- 16. mScript - Merge tags
- 17. For candidates and employees
- 18. Tips & tricks
Overview of the project card
To get an overview of the Project card, see the image below with explanations for each numbered field.
- Project name: On top, you see the name of the project, when it was created and when it was last updated. You'll also see which co-worker created and updated it.
Edit project: This is where you can edit the project or delete it by pressing the garbage can. In the editor, you can input the following:
Edit project fields
- Project number
- Project type
- Responsible co-worker
- Our invoice reference
- Customer invoice reference
- Payment category
- Project information: Shows general information about the project.
Icons: With these icons, you can click to expand to find/input more information about:
- Resources: Shows co-workers, contact persons etc., that are assigned to the project as a resource. You can add/remove resources as well as send mails from here.
- Key figures: Provides an overview of the economy of the project based on employees, revenue, salary and contribution margin.
- Economy: Shows a graph of the project revenue over the past two years. You also get an overview of the latest invoices sent that are tied to the project.
- Files: You can upload/download files tied to the project.
- Offers: An overview of offers and agreements submitted in connection with the project. You can also create new offers/agreements and get information about where they were sent and whether they were opened and signed.
- Key figures: Shows key figures related to the project.
- Staffing calendar: Shortcut to the staffing calendar.
- Logged work: Shortcut to logged work.
Salary- and project data*: Here, you can set overriding salary and project data for the project. The options can be viewed below by expanding:
Salary- and project data fields
- Default holiday salary
- Default collective agreement
- Default salary matrix category
- Default invoice price
- Default hour salary
- The overriding social cost (which will override the one set in a collective agreement and job)
- Mark-up factor
- Addition factor
- Piecework period type
- Skills profile
- Template - customer agreement
- Customer agreement - contact person
- Template - employee agreement
- Email template - customer agreement
- Email template - employee agreement
- Occupation code
Price list - collective agreement*: Here you can specify a collective agreement with the following fields:
Price list - collective agreement fields
- Article type: E.g., Salary, absence, addition & deduction.
- Article: Such as hourly wage and overtime
- Salary calculation: Fixed price, In addition, or Factor.
- Invoice calculation: Fixed price, In addition, Factor or Mark-up salary factor.
- Jobs: Here you find both active and previous jobs. You can easily change the working period for the job and go to the employee agreement.
- Candidates in pipeline: Provides an overview of the candidates in the project and where they are in the hiring process.
- Split commission*: This makes it possible to split the commission in percentages between several co-workers on the project. Split commissions will be visible in the report Economy overview.
- Directions*: General directions to the workplace.
- Industry: Here, you can define which industry the project belongs to.
- Notes: A text box to write useful notes about the project.
- Tasks: Tasks tied to the project. Here you can add, edit, delete, and complete tasks.
- Attributes: Attributes are custom-made data fields that you can use as search criteria that are not standard on the project card. These are set up in System Settings -> Projects -> Attributes.
- Log: A log of events/activities related to the project. You also have the option to manually write log entries with the ability to link those to a category, candidate and contact person.
- Job Postings: Which job posts are associated with the project? You can quickly navigate to the job post and applicants from here.
- Orders: This box allows you to register an order, e.g., if a startup advance should be billed. All invoiceable matters unrelated to work (logged work etc.) should be put in order. An order is like a draft of an invoice that allows you to enter it without having to actually send one. You don't need to create an order of logged work; the system will do that automatically through Order backlog - work.
* Enabled through the project system settings (see below).
Project system settings
You can find the project settings by going to System Settings -> Projects.
In the project settings, you can edit project attributes and the available fields in the project card, set default values for when creating agreements, and offer categories and service types. Here you also select which department these settings will apply for.
Project attributes are custom data fields that may be connected to companies in RecMan. This allows for specific filtering.
When clicking +Add, you get several options. The attributes must have a name and a type. The different types are as follows:
- Yes / no value – This enables you to select Yes or No when applying the attribute. An example could be Newsletter: Yes/no. This enables you to filter out customers who should receive your newsletter.
- Star-rating – This enables you to set a rating from 1-5 stars. You can, for instance, name the attribute Customer relationship and then define how good the relationship is by setting the appropriate number of stars.
- Text – This field allows a free text field to be filled out together with the attribute. The input text will not be filterable; however, the attribute in general will.
Once created, they may be manually applied to projects. These attributes may then be used to filter your projects in the Project module.
Once selected, you may choose for which corporation you wish to change the settings. This enables you to have a unique set of settings for each corporation.
The boxes here enable or disable some boxes located on the project card. The boxes you may enable/disable are:
- Split Commission – Allows you to set a commission split on the project. You may select several co-workers and split the commission between them by percentage. This split is visible in the report Economy Overview.
- Directions – Enables a box which is a free text field on the project card intended for specific directions related to the project.
- Salary- and project data – Enables the field Salary- and project data. This field enables you to define custom salary and project data for a specific project.
- Budget – Check this to make the Budget box visible on the Project card. This enables you to set a budget on a project level.
- Salary matrix – Lets you set the standard salary matrix for employees working on the project.
Here you can set default values for when you create new offers and/or agreements. Here are the available fields:
Here you can add offer categories, examples being employee agreement and customer agreement.
Here you can add service groups.