Projects & Planning

From the Plan section of Projector web find your engagements, contract line items, and projects. The consolidated results view allows at a glance identification of performance. Either because they have reached a budget alert level or because they have exceeded configured thresholds for one or more Key Performance Indicators(KPIs).

• Clients — create and manage clients that you do business with
  • Clients - Summary
  • Clients - Setup
    • Clients - Setup Client
    • Clients - Billing
    • Clients - Invoice Distribution
    • Clients - User Defined Fields
  • Clients - Performance Analysis
  • Clients - Invoicing Summary
• Engagements — view metadata about engagements, budget performance, and defined KPIs
  • Engagement - Summary — view high level information about an engagement
  • Engagement - Setup — configure an engagement
    • Engagement - Setup Engagement — set engagement name, cost center, type, stage, and manager
    • Engagement - Billing — set client billing address and invoice defaults
    • Engagement - Invoice Distribution — configure email options for invoices
    • Engagement - User Defined Fields — set user defined fields for engagement
  • Engagement - Performance Analysis
  • Engagement - Budgets — define engagement time budget and engagement cost budget
  • Engagement - Invoicing Summary
• Contract Line Items — view metadata about projects, budget performance, and define KPIs
  • Contract Line Item - Summary
  • Contract Line Item - Setup — configure your contract line item
    • Contract Line Item - Setup Contract Line Item — set contract name, code, and purchase order number
    • Contract Line Item - Contract Terms — set contract terms on a contract line item
    • Contract Line Item - Milestones — create billing milestones for this contract
    • Contract Line Items - User Defined Fields
  • Contract Line Item - Performance Analysis
  • Contract Line Item - Invoicing Summary — view invoices associated with projects under a contract line item
  • Revenue Recognition — Revenue Recognition - at the contract line item > revenue recognition landing page 
    • Undo Revenue Recognition
  • Deferred Revenue
    • Deferred Revenue Page
    • Transfer Deferred Revenue
• Projects — view metadata about projects, budget performance, and define KPIs
  • Project - Summary — view high level engagement, contract, and project information
  • Project - Setup — configure your project
    • Project - Setup Project — configure name, managers, stage, and misc
    • Project - Workflows — configure time rules, cost rules, scheduling, and project management features
    • Project - Rates — set standard rate card, discounts, and rate types for this project
    • Project - Task Types — specify the tasks on a project and how they map to rates
    • Project - Accounting — map profit and loss to specific cost centers
    • Project - Workspace — manage settings and access to web based project management tools
    • Project - Dashboards — configure third party tools to embed content in a project workspace
    • Project - User Defined Fields — set UDF values
  • Project - Roles — create, delete, and edit roles on a project
  • Project - Tasks
    • Linking and Syncing Smartsheet Sheets with Projector Projects
    • Smartsheet Sheet and Template Requirements
  • Project - Schedule — review requested hours, booked hours, and resource schedules
  • Project - Performance Analysis — view KPIs, budget information, and more about a project
  • Project - Budgets
  • Project - Invoicing Summary — show project-level invoices
  • Project - Notes — view project and role notes
  • Project - Project Workspaces
  • Project - View Dashboards
• Roles — find and edit roles
  • Role - Summary — view and edit high level role information
  • Role - Resource Assignment — set the candidates, requested resource, and scheduled resource for a role
  • Role - Schedule
  • Role - Rates — set billing rate, RDC rate, and rate transfers for a role
  • Role - User Defined Fields — view and edit user defined fields on a role
  • Role - Notes — view role notes
  • Role - History — view historical changes in requested hours, booked hours, and assigned resources
• Project Workspaces — provides an online area to facilitate collaboration within delivery teams
  • Workspace Home — shows general information about a project
  • Workspace Issues — assign and track project-level tickets
  • Workspace Documents — track project documents
  • Workspace Invoices — a portal for your clients to view their invoices, invoice history, and project messages
  • Workspace Dashboards —  view advanced analytics dashboards on a per project basis
• Issues — find project workspace issues