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Using the Schedule, Budget, and Payment Tabs

 

This article goes over how to use the Schedule, Budget, and Payment tabs in the Project Admin box from both the Client and Provider perspective.


How to Propose a Date Change (as a Provider)

  1. To propose a due date change for a project, click on the Schedule tab of the Project Admin box.Schedule-tab.png
  2. Click the Propose New Date at the bottom of the Schedule section.
    Note: This option only appears if Project Settings require that changes to the schedule be approved by clients with Project Financials permissions (or higher) or Project Administrators on the Provider side of the project. Propose-New-Date-Button.png
  3. Click the Proposed Date field and a date picker will appear.Proposed-Date-Calendar.png
  4. Select a date from the calendar.
  5. If desired, add a Message.Proposed-Date-Message.png
  6. Click Submit. The proposed date change appears in the project's Activity feed and under the Schedule tab of the Project Admin box. From here, a client can either Approve or Decline the request.Schedule-Proposed-Date.png
    Note: You may only propose one new date at a time per project; the Propose New Date button will disappear until you Cancel the request or it is approved or declined by a client.


How to Propose a Budget Change (as a Provider)

The Budget tab shows the budget for the project and any changes that have been made.

  1. Click the Budget tab of the Project Admin box.Budget-tab.png
  2. Click Propose Budget Change at the bottom of the Budget section.
    Note: This option only appears if Project Settings require that changes to the budget be approved by clients with Project Financials permissions (or higher) or Project Administrators on the Provider of the project. If this setting is enabled and you still don’t see this button, you may have already submitted a change order; you will have to cancel it in order to propose a new budget change.Propose-Budget-Change-tab.png
  3. Click the Price Change field to enter the amount of the budget change; the change can be a positive or negative amount. Remember, you are making an addition or subtraction to the total budget, not providing a new total budget.Price-Change.png
  4. If desired, provide a Message.
  5. Click Submit. The proposed budget change appears in the project's Activity feed and under the Budget tab of the Project Admin box. Buget-Change.png

 

How to Log a Payment (as a Provider)

On the Payment tab, you can see what’s been invoiced as well as the amount paid. You can also create new invoices and, if you prefer not to use online remittance systems, you can manually log outside payments.

  1. Click the Payment tab of the Project Admin box.
    Note: The Payment tab only appears if you have Financials permissions (or higher) on the project.Payment-tab.png
  2. Click on the Log a Payment button at the bottom of the Payment section.Log-a-Payment.png
  3. Provide a payment amount to record in the Amount field.
    - or -
    Select an invoice from the Select an Invoice drop-down.
    Note: If you select an available invoice, you won’t be able to change the Amount.Amount-or-Select-an-Invoice.png
  4. If desired, provide a Message.
  5. Click Submit. The recorded payment appears in the project's Activity feed and under the Payment tab of the Project Admin box.

How to Create an Invoice (as a Provider)

  1. Click the Payment tab of the Project Admin box.
    Note: The Payment tab only appears if you have Financials permissions (or higher) on the project.Payment-tab.png
  2. Click Create an Invoice at the bottom of the Payment section. This takes you to the Billing > Invoices page where you can create a new invoice for a single project, across projects (by client), or for QuickBooks.Create-an-Invoice.png
  3. After you’ve finished creating an invoice, it appears in your Activity Feed.Activity-Feed-Posterd.png

 

How to Propose a Schedule Change (as a Client)

  1. Click the Schedule tab of the Project Admin box. Schedule-Approve-Decline-Client.png
  2. Click Propose New Date at the bottom of the Schedule section.
    Note: This option only appears if Project Settings require that changes to the schedule be approved by providers with Project Financials permissions (or higher).
  3. Click the Proposed Date field. The date picker appears.Proposed-Date-Calendar.png
  4. Select a date from the calendar.
  5. If desired, add a Message.Proposed-Date-Message.png
  6. Click Submit. The proposed date change appears in the project's Activity feed and under the Schedule tab of the Project Admin box. 
    Activity-Feed-New-Due-Date.pngNote: You may only propose one new date at a time per project; the Propose New Date button disappears until you Cancel the request or it is approved or declined by a provider with Project Financials permissions (or higher).

 

How to Approve or Decline a Budget Change (as a Client)

If Project Settings require that changes to the budget be approved by clients with Project Financials permissions (or higher) or Project Administrators on the Provider side of the project, you can approve or decline proposed budget changes in the Budget tab of the Project Admin box.Budget-Approve-Decline.png

You can also approve or decline a budget change in the Activity Feed.Activity-Feed-Approve-Decline.png

 

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