Customer projects

Customer projects are a sub-category of projects and are the default setting for new projects to be created in the main function area Organization. A customer project usually starts - also in terms of document flow - where the sales project was successfully completed with the acceptance of the quotation. It therefore differs from a sales project in the type of documents to be assigned, as it can be linked to orders, delivery bills or invoices.

Customer projects

You have called up Organization > Customer projects and are in the overview. In the further actions (1) you will find the same options as for projects.

To create a new customer project, click on "Add" (2).

Creating a customer project

You can find out in detail how to create a customer project - just like any other project - here.

For customer projects , Scopevisio grants you certain views of the project, including the Execution and Billing roles. Different information is relevant for the two.

In the customer project, you will find this information bundled in one place, as long as it has all been correctly assigned to the project beforehand in the various function calls (time recording, tasks, billing, etc.).