Configure project settings

Create project categories, project types, HR-projects and set up the default invoicing methods for your projects in Heeros PSA.

Content

• Invoicing Methods

• Project cost targeting

• Project Team

• Project Categories

• Project Types

• Extra Fields

• HR Projects

Description

You can specify default settings for projects on the Settings. Specify those before you start adding or creating projects in Heeros PSA, you need to enable the Project Settings. These settings will then be visible in the Project card when you create a new project.

Invoicing Method

Heeros PSA allows you to invoice hours, expenses, bills, quotes, and set up scheduled and recurring invoicing. New billable projects marked as won & created in Won Deals will automatically use the invoicing methods configured in the Settings and will set the project Invoicing Type to Billable. The activated invoicing methods will be displayed in the project card when you create a new project and you can freely modify those as needed.

• Activate hours invoicing: the hours allocated to the billable project are transferred to the Invoicing material

• Activate expenses invoicing: the expenses allocated to the billable project are transferred to the Invoicing material

• Activate Scheduled & automatic invoicing: Scheduled and automatic invoicing is possible

• Activate sales quote invoicing: Specify is the Sales quote billable or not

• Activate bills invoicing: Allow the customer to be billed for project specific invoices

1. Click toggles to activate/deactive desired invoicing methods.

Event date range selection

Activat event date range for your usage. Date is shown on the project card, project list and sales reports.

1. Go to Settings > Feature Settings > Projects - Event date range selection.
2. Click Activate toggle on.

To unactivate the feature, click activate toggle off.

Project Team

You can define to get all account team members automatically to the new project as a team members. When you create a new project, team members are automatically shown as a project members on project card.

1. Click Always bring account team to new projects toggle on.

Project Categories 

Use project categories for internal reporting and to measure and analyse the products/services sold by your company. Example of project categories are Sales, Design, Marketing, Purchase, etc.  You can only choose one category per project. 

• It is mandatory to select a project category for new projects if you have created project categories in the Settings. 

• If you don't want to use project categories you must delete all project categories created from the Settings.

• For existing projects that do not have a project category selected, you will receive a notification when you visit the project card or project details section of this project. Remember to choose the right category and update the field. 

You can also create a hierarchy of categories and sub-categories. 

The first category will be the default category for all new projects

1. Click on the green Add row tab to add a new category.

   • Sub-categories can be added by clicking on the more options icon (...). You can add multiple sub-categories to a project category. 

2. Click on the toggle to update a new default category.

Project Types

You can give attributes to your projects to help you manage and report what types of projects you are selling and managing. Examples of project types are e.g. Free projects, Monthly projects, One-off projects, etc. You can choose multiple project types or enable the toggle to restrict only one project type per project. 

Extra fields

You can add additional fields to your project card. You can define if the field is free text or a dropdown. Enable the toggle button to display the fields in the project card. You can even make the extra field as a mandatory selector.

HR Projects