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Everything about Projects
Everything about Projects
Teresa Bui avatar
Written by Teresa Bui
Updated over a week ago

Uptick helps you manage small to large multi-task Projects through our Projects module. This module allows you to effectively run projects up to $1M, easily track costs against budget across multiple tasks, cost centres and project codes, and manage progress claim invoicing.


The Projects and Service Quoting extension has to be enabled by us and permissions need to be applied.

To explain, a Project is attached to one or several tasks and acts as a blanket over the tasks. When you view a Project, it allows you to see information about those tasks such as count of sessions (labour), who's assigned, what status they are in, any Purchase Orders or Invoices and the value attached to those. It will also allow you to attach documents and write notes on the Project to keep everything in one place.

Step 1: Make sure your cost and sell technician labour rates are accurate. Add your rates by going to People > Users > Labour Rates.

How to Use:

Create a project

A Project can be created by either of the following:

1. Navigate to Tools > Projects > Create.

2. Go to a single task in your system and open the Related section, then click Create next to the Project field.

Navigating to a Projects

Tools > Projects > View

Recommended Process for single stage Projects:

1. Create a Service Quote with items in the Required Work section. Learn about Service Quotes here

2. Once Service Quote is sent to the client, Approved, Completed and a repair task is created, create a Project from the repair task created (explained above).

3. Once the Project is created, view that Project and link the existing Service Quote. This will build the Quoted Sell and Cost Estimates for the Project which will allow running comparisons on what you've quoted against the costs you've incurred.

4. Once a Service Quote is linked to a freshly created Project, you have the option to just use the single task attached, create more tasks via the Create Task button, or manually edit each task in your task list and attach it to your Project. For minor works, you'd generally just need the one task to work off.

Recommended Task Details to fill out every task:

- Task Name

- Scope of Works

- Estimated Duration (gives the task a labour estimate shown in the above picture)

- Primary/Supporting Technicians

- Work tab of task contains material products, costs and unit pricing to represent the costs being spent on this task. Do not include labour products here, the actual cost of labour will come from your technician's sessions.

What we expect on a Completed task:

- Technician sessions (Play and Pause) representing the actual labour.

- Technician Note to explain the works completed

- All products in Work tab that need to be invoiced have been ticked as performed.

- Any Purchase Orders, Invoices or Defect Quotes for the task attached to this task.

Recommended Process for multi-stage, larger Projects:

The only thing that changes in this process from the process above is how the Project is created. For multi-staged projects, it is recommended to not come from a service quote and instead, split your tasks manually from the Project due to the inability to do so from a single service quote.

1. Create a Project (Tools > Projects > Create)

2. Once the Projects is created, link the Service Quote you've used to quote for this project (Learn about Service Quotes here). If you haven't quoted in the system, you can instead create and manually approve a fresh service quote from the Project as this will build the Quoted Sell and Cost Estimates for the Project which will allow running comparisons on what you've quoted against the costs you've incurred.

3. You now need to create tasks via the Create Task button or manually edit any tasks in your task list and attach it to your Project that way.

Creating more tasks from a Project will allow you to break your project down into stages, sections of buildings, cost centres or just work you want to give to different technicians that might be apart of this project. Splitting the Project into tasks will also help streamline progress claims as each task can represent a progress point and can be invoiced by task, easily.

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