Projects

This section describes the general Project procedures in Q360. The diagram below provides a visual outline of these procedures. Click on the boxes to learn more information about a specific process

Set Up Projects

Create a project

Create a project template

Add project team members

Create project tasks

Create project sub-tasks

Create project invoice tasks

Track Projects

Manage equipment in the Material grid

Manage project tasks list

Manage project tasks

Schedule tasks from the resource console

Create and review project events

Change Orders

Create internal ICOs

Create customer CCOs

Monitor Profit

Monitor project profitability

Verify project closure readiness

Post time bills

Post project costs and revenue

View project reports

Financial Closing

Create project closing entries

Track Time

Time bill against tasks

Time bill against tasks in the resource console

Time bill from My Tasks

Procedures