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What: The project home is the easiest way to get an overview of your project, you can create budgets and offers, add milestones, view time reports, review costs, and allocate resources. The Overview section is explained further below. To access the project home, go to Ongoing and click on the specific project.
This might help if you are wondering:
If you start by entering only your quoted amount, Roughly Right will estimate the number of hours the project may use based on the agency’s average hourly rate in Basics.
The pie chart shows the total project budget and how much is allocated to employee costs and purchase costs. Employee costs are calculated using the average hourly cost in Basics.
If you have broken down your budget into hours under Estimated Activities, the profitability box will use those hours to calculate the “effective hourly rate.”
After reporting or planning hours, Estimate at completion shows expected profitability based on time spent and planned. Purchase costs follow estimates until actuals are available. Use the sliders to test scenarios with more hours or higher costs.
Activities are imported from Basics or the specific client. You can still remove activities that are not needed for the project, or inactivate activities that were previously used but should no longer be available for time reporting. One or more co-workers can be assigned to a specific activity, which will automatically create a row in their planning for that activity.
Note: If a new activity is created in Basics or for a client, it will not be automatically imported into existing projects and must be added manually on each project’s details page. Add subprojects and report activities for each one.
Subprojects allow you to divide a project into different parts, for example if your project contains separate phases or campaigns. Each subproject gets its own activity codes but shares the overall budget. Co-workers must report on a specific subproject to track how hours are allocated.
Under Activities, you can see how hours compare to the budget for each activity. Hover over the bars to view the value of time spent and planned. To get an overview of all hours regardless of activities, use Hours Overview. Switching to Co-worker Time provides a summary of all hours reported on the project, including who worked and on which activity. You can select a specific period and grouping, and export the data to Excel at the bottom of the page.
Purchases for the project are entered under Expenses. If you have entered a quoted amount, Roughly Right assumes purchase costs will be deducted from it when calculating profitability. If purchases should be billed on top, we recommend adding the price as an extra to the client. You can apply a markup to a purchase or enter a price manually; this price will be used if the purchase is re-invoiced.
Once a purchase is recorded on the project, it will appear on the project details page. You can link one or more Fortnox transactions to each purchase in your budget. When linked, we update the actual figures and allocate the purchase to the month it was booked. If a purchase hasn’t been added under Expenses, you can create a new row and enter it manually.
