Combined projects

You can use combined projects to combine projects for the same customer in one overview. This makes managing several projects for the same customer easier because it provides an aggregated summary of key performance indicators. It also provides a function to combine the billable lines of the combined projects in one invoice. When the invoice is posted, the ProjectLedger entries are created in the individual projects.

Besides the Summary and Billable pages, the following pages can be opened to show the respective lines for the linked projects:

  • Planning
  • Delivery
  • ProjectWIP Cockpit

Create a combined project

Combined projects and projects are two separate entities. To combine a number of projects, the projects must first exist for the same customer. Then create and release a combined project header. Next, link the projects to the combined project by selecting them from a list. The relation between a combined project and a project is 1:1.

  1. Make sure several projects for the same customer exist in the Project List.

  2. Open the Combined Projects List and select the New action to create a new combined project. Make sure to specify the same Bill-to Customer as in the projects.

  3. Release the combined projects header.

  4. Select the Link Projects action in the ribbon. This lists the projects for the Bill-to Customer.

  5. Highlight the projects you want to link (hold down the Shift or Ctrl key to select several projects). When done, click OK to link the projects.

    Notes The Summary action shows an aggregated ProjectSummary for all combined projects.

Create a combined invoice

You can create project invoices from the combined project through the Get Contract Lines action. This action lists all contract lines for the Bill-to Customer. The filter options in the header allow you to quickly make the required selection.

  1. Make sure the selected projects have several contract lines.
  2. Select the Billable action in the header to open the Billable page.
  3. The Billable page shows all billable lines for the combined project.
  4. Highlight the contract lines to invoice and click OK.
  5. Select the Create Invoice or Create Credit Memo action from the ribbon to create the document.

When selected and confirmed, the invoice is created.

See also

Welcome to Industrial Equipment Manufacturing