Projects are a great way to organise jobs that contain multiple bookings with your team members and clients. You can also add files, specific resource rates, quotes and invoices and control access for your team.

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Project Properties

Projects must always include a name. Additionally, projects may include any of the following properties:

Bookings

Multiple bookings may be assigned to a project and several booking properties flow through to the project

Time Entries

Any time entries that were logged by resources directly to any booking assigned to the project

Client & Contact Person

Pulls through client contact info and used to prefill quotes / invoices

Status

Projects have two statuses, In Progress and Archived

Parent Folder

Projects may be organised into folders, great for episodic productions

Active Date Range

A start and end date can be set to mark the anticipated timeline of the project

Phases & Milestones

Phases and milestones can be added to projects, which are displayed on the project timeline

Quotes & Invoices

Details about the linked quotes & invoices attached to the project

File Attachments

Files that are related to this project can be uploaded and attached directly

Team Members

Users and groups can be added to private projects, giving them access to view associated bookings

Custom Fields

Single, multi line, select menu and date picker input fields can be added to projects

Reports

Reports about resource utilisation, booking totals, time logs related to the project

Calendar Feed

Calendar feed which contains all the bookings related to the project

History

Details about who, changed what, including when they did it

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Creating a Project

To create a project you must be in a user group with Edit permissions to the project module. Please contact your account administrator if you do not see the New button on the Projects page
Projects may be created from the main Projects page by clicking the New button above the projects table. Projects may also be created inline directly from within Bookings, Quotes and Invoices by clicking on the button next to the Project label. New Project Window in Sonderplan

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Assigning Project Colour

To assign a project colour, click on the colour window to the left of the Project Name field, a colour picker will appear. Selecting a Colour in the New Project Window in Sonderplan Project colours can be used to colour bookings on the Schedule, when the Colour Mode is set to Project.

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Automatically filling Project Code

Sonderplan can automatically set your numerical project codes, ensuring you don’t accidentally have duplicates. To fill a project code automatically, click on the button and the next project code number will be displayed. To change the next project code, you can make the change in the Admin Project Settings

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Projects Table

The projects table will show you any project set with the Everyone visibility, as well as any Private projects to which you’ve been added to, either directly or via your user group.
Users with View access to the Admin module will see all projects, even if they have not been added to a project