📂 Category: Projects
In Buscoou PRO, projects help you manage tasks, track time, collaborate with your team, and bill clients efficiently. You can customize project settings, permissions, and billing types to fit your business needs.
Step 1: Creating a New Project
1️⃣ Navigate to Projects from the sidebar menu.
2️⃣ Click New Project in the top-left corner.
3️⃣ Fill in the following details:
✅ Project Name – The name of the project (visible to the client).
✅ Select Customer – Assign the project to an existing customer.
✅ Billing Type – Choose how the project will be billed (Fixed Cost, Project Hours, or Task Hours).
📌 Billing Rules:
- Fixed Cost – A one-time price for the project.
- Project Hours – Billing based on the total hours logged for the project.
- Task Hours – Billing based on each task's hourly rate (you must set an hourly rate for each billable task).
- Billing Type CANNOT be changed if any billed tasks exist.
✅ Select Project Members – Only assigned staff and those with Manage Projects permission can access this project.
✅ Start Date & End Date – Define project duration.
✅ Project Description – Add a brief summary of the project scope.
Step 2: Configuring Project Settings
Each project has customizable settings that control client visibility and permissions.
✅ Client Permissions
- Allow customer to view tasks
- Allow customer to comment on tasks (only if task viewing is enabled)
- Allow customer to view task comments (only if task viewing is enabled)
- Allow customer to view task attachments (only if task viewing is enabled)
- Allow customer to view task checklist items (only if task viewing is enabled)
- Allow customer to upload attachments on tasks (only if task viewing is enabled)
- Allow customer to view total logged time
- Allow customer to view financial overview (Finance overview is hidden for Fixed Cost projects)
✅ Additional Client Features
- Allow customer to upload files
- Allow customer to open discussions
- Allow customer to view milestones
- Allow customer to view Gantt Chart
- Allow customer to view timesheets
- Allow customer to view activity log
- Allow customer to view project team members
📌 Project Permissions Notes:
- If your staff should only see assigned projects, DO NOT give them VIEW permission for all projects.
- Project currency is set to the customer’s currency if different from the base currency.
Why Use the Projects Module in Buscoou PRO?
✅ Better Project Management – Organize work efficiently.
✅ Client Collaboration – Define what your clients can view and interact with.
✅ Flexible Billing – Charge based on fixed cost, project hours, or task hours.
✅ Team Control – Assign members and manage permissions.
With Buscoou PRO, you can manage projects professionally and optimize your workflow! 🚀
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🇮🇹 Creare progetto, gestione progetti, attività, fatturazione progetti, monitoraggio tempo, collaborazione clienti🇪🇸 Crear proyecto, gestión de proyectos, tareas, facturación de proyectos, seguimiento del tiempo, colaboración con clientes