MAYA

Running a project

A project carries its tasks, milestones, time and margin; it only closes with its deliverables approved and its invoices settled.

Projects are under Projects, when your plan includes this module. Each project shows its tasks, milestones, time spent (read from timesheets) and financial position: sales, costs and margin.

Project types, their workflows and reminders are set in Administration, Marketing and projects, then Projects; saving them requires project administration rights.

Only the supervisor of a task, or an administrator, validates or sends it back, and sending back needs a reason. The project workflow decides which moves are allowed.

An invoiced milestone can no longer be changed or deleted.

A project cannot be closed while a deliverable is not approved, nor while an invoice remains unpaid: MAYA states how many, and the amount due per currency.

Without timesheets or purchasing, project time and costs stay at zero: that is the only place they are read from.

PlansIncluded in plans: Business, Groupe, Entreprise.