Create a project

See Projects to learn more about this fundamental element of the Quote to Cash cycle.

To create a project, do the following:

  1. Click briefcase Projects on the side panel to open the Projects view and then click New Project.

    The New Project form displays.

  2. Complete the form. See Field descriptions for more information.

  3. Click Save and the new project will be added to the Projects view.

Field descriptions

new project form
Field name Description Required?

Customer

Begin typing the name of the customer. If the customer exists in your Organizations database, it will appear in this field.

If the customer does not exist in the Organization, click Create New Customer. See Create an organization for more information.

Y

Client

This drop-down list will be populated with the name of the contact person(s) of the organization you selected in the Customer field.

If there is no contact person, click Add New Contact to add one.

Y

PO number

If you have a purchase order for this project, enter its PO number in this field.

N

Project name

Enter a short phrase that describes the project.

Y

Description

Use this field for a short declaration about the objectives of the project or any other relevant information about the project that it might be useful for your team members to know.

N

Opportunity details

Select the appropriate checkbox:

  • Associate with a pre-existing VOGSY opportunity. If you select this option, you must select an opportunity from the associated drop-down list. This is the default selection.

  • Create a new opportunity.

  • Skip adding an opportunity. Choose this option if you don’t want to associate this project with an opportunity. See Opportunities for new projects to learn why we think every project should have an opportunity.

Y

Start date/Finish date

Choose when the project should begin and end.

Y

Status

Select the status from the drop-down list. Possible choices are:

  • New. This is the default selection.

  • In progress

  • Evaluation sent

Y

Currency

Choose the appropriate currency from the drop-down list. The default selection is USD.

Y

Add discount or surcharge

If you select this option, you must then select the type of transaction: Discount or Surcharge.

If you choose Discount, the following additional fields will display:

  • Discount %

  • Discount description

If you choose Surcharge, the following additional fields will display:

  • Surcharge %

  • Surcharge description

N

Use alternative invoice address

If you select this option, an additional section will display with the following fields:

  • Company name (optional)

  • To the attention of (optional)

  • Address (required)

  • Zip Code (required)

  • City (required)

  • Country (optional)

  • Invoicing email 1 (required)

If you have more than one invoicing email, click the plus thick button beside the Invoicing email 1 field.

N

Notes

Enter any relevant information about the project that you think the customer should know. This information will appear on the customer’s invoice.

N