Projects

If you are a Quickbooks user, please refer to the Projects for Quickbooks Users Section.

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 theProject Tasks section of this manual.

Configuration Tab



There are 4 controls at the project level:

Creating A New Labor Category

Labor Categories can be created by clicking the "Related Labor Categories" tab in the project detail view and selecting "New" Labor Category. Fill in the "Name" field. Click the "Save and Close" icon located in the ribbon bar at the top of the window (or shortcut on keyboard - "ctrl" and "enter").

Tip: Once a labor category is created, it can be used on multiple projects, however you must set the rate for each individual project, as rates are project specific. Labor categories can also be assigned to a contract vehicle, to be applied to all projects listed under that contract vehicle.
    

Assigning A Labor Category To A Project

Click the "Related Labor Categories" tab from the project detail view. Assign the category by clicking the "New" Labor Category Project Assignment icon located below the tabs. Select the desired labor category from the drop down list located in the "Labor Category" field. Once you have selected the desired labor category, enter the rate you wish to use for the project,enter the "Start On" and "End On" dates, then click the"Save and Close" icon located in the ribbon bar at the top of the window (or shortcut on keyboard - "ctrl" and "enter").

Linking An Employee To a Labor Category On A Project

Click the "Personnel" tab located in the project detail view. Assign the personnel by clicking the "New" Personnel Project Assignment icon located below the tabs, select the "User" you wish to assign, select the "Labor Category" you wish to connect to the user, then click the "Save and Close" icon (or shortcut on keyboard - "ctrl" and "enter").

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