Projects
Everything you need to know about managing Projects.
By Mellissa and 1 other2 authors11 articles
- Introduction to ProjectsProjects are the central hub in Factor that most other records connect to. They serve as the place where you define work, track time, manage budgets, and prepare invoices for…
- Entering Project ExpensesHow to enter project expenses like subconsultant bills and vendor invoices directly from a project.
- Project SetupYou may not have the permissions necessary to create projects. Contact your office administrator to grant you the appropriate permissions in SETTINGS > Team.
- Creating and Managing Project BudgetsProject budgets in Factor are built on the Budget tab of a project. Budgets are composed of phases in the fee breakdown, each with a billing type, status, and budget…
- Creating a New ProjectThis article walks through the steps to create a new project in Factor, from accessing the Add Project form to setting up the minimum required fields.
- Using Project TemplatesProject templates in Factor are reusable project structures that pre-populate the budget, timeline, and task lists when you create a new project. Templates contain no actual assignments, time entri...
- Create and Manage TasksThis article covers how Tasks in Factor let you define, assign, and track the individual deliverables and work items within a project.
- Tracking Earned Value and Percent CompleteEarned value (also referred to as percent complete in Factor) is a way for project managers to manually assess how much of a phase's work has been completed.
- Adding Project Links to a ProjectProject Links, on a project's Overview tab, let you keep a running list of named links to the project's external materials - a OneDrive or SharePoint folder, a contract, a…
- Tracking Pay When Paid for Subconsultants (Expense Budgets)How to use BILLING > Expense Budgets to see what clients have paid and what you owe and have paid subconsultants.
- Expense Budgets: Setup, Entry, and BillingHow expense budgets work from setup through the invoice: expense phases, tying phases to a budget, choosing a phase on each expense, and billing expenses.