Project Administration

Overview

We defined project administration as the aspect of the business that deals with the contractual relationship between the stakeholders of a project.

Project administration involves:
Account Setup and maintenance
Project Setup and Maintenance
Proposal Creation
Stages & Services
Invoices and their items
Administrative Assets: Contractual and Project Costs
Setup of Missions
Client and main contractor administrative matters communication = project updates

Preliminary Information
1. If the account is not going to be private, you need the company or directory created in the system
2. You need at least a Principal contact: Name, Surname, Email, Phone
Creation
1. Go to the Accounts panel and hit +Account
2. Choose between: Private (sole person or family); Business or Institution.
3. Insert a name if the account is private or chose a directory if it is a business or an institution.
4. Choose at least a primary contact. If it does not exist created.
5. Assign Contact roles within the (Husband, Wife, Director, PM...)
6. Tick "Create Directory" so the contact person is also replicated in the directory
7. Click Save
Setup
1. Navigate to the Account Details Page
2. Navigate to the account Setup tab
3. Modify Account Number to suit date (you can just add YYMMDD by deleted the last 4 digits)
4. Hit "Update Folder Structure" and Hit "Generate Xero Contact"
Audit
1. Account ID and Organization ID show a value.
2. Folder ID and Folder URL show a value and it opens in a new window (the ID is the same). Click Link to confirm it works and compare URL ID value to record value
3. Xero ID shows a value
4. Primary constant is setup and it has a role assigned
5. Name showing properly in the Account Table

C-Slides - APP - Account Creation

Stages / Services

Proposals

Invoinces

Invoice items

Admin Assets

People

Missions

Setup

Misc

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