Projects for Quickbooks Users

Overview

Projects in Capriccio Fuzion are comprised of project tasks and charge numbers. Many project management systems work in a "top-down" manner, meaning that revenue numbers are entered at the top of the project, and then broken up and dispersed throughout the work breakdown structure. This is not the case with Capriccio Fuzion.Capriccio Fuzion is a bottom up application meaning that data is rolled up from the charge numbers to the project tasks, and the project tasks to the project, providing your organization real time visibility of important project information: revenue, hours allocation, burn status, etc.

Creating a New Project

Projects can be found in the “Project Management” group and are created by clicking the "New" Project icon.

Project Detail View


Project Details

There are no required fields on the project "Details" tab.

All of the revenue numbers are automatically calculated at this level. We will go into more detail;in regards to revenue descriptions and calculations in the Project Tasks for Quickbooks Users section of this manual.

Configuration Tab


There are 4 controls at the project level:

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