How to access:
- Click on the grey grid icon located in the left hand side corner
- Click on the Holded Store button
- Click on the "Projects" button
- Click on "Activate"
With the Projects app you can manage all your projects in a simple and organised way. You can organise tasks with your team, establish priorities and, best thing of the entire app is the ability to integrate your task management with your expenses by relating the projects with the income and expenses.
You will know at all times how much time you need to complete a project, what investment you have required and what is the net benefit you have finally obtained.
Advantages of Holded Project
- Create as many projects as you want to You can create projects and tasks within each project to have total control of your tasks.
- Management of tasks in lists. The project lists are the different categories in which a project is divided and where you will assign the tasks which is how the project is composed. You can divide your tasks into lists for better organisation and planning.
- Time-tracking: Organise your work time or that of your employees by assigning hours to each project or task.
- Assign tasks to your team: Each member of your team will know what task has been assigned and you can even control the efficiency and productivity of each member of your team.
- Projects with sales and expenses: One of the most successful features of Holded Project is the possibility of relating expenses and sales to your project. This will allow you to calculate margins, quote projects in seconds, plan expenses and assign invoices. You can determine the price of the project, how much you expect to charge and the estimated project start and end date; this will enable you to have a treasury forecast that fits with the reality. You'll also be able to assign expense invoices, receipts and costs to establish the net benefit of each project and task.
Once you have the projects app activated, you'll be able to start creating your projects and relate expenses and sales your project by adding documents to your project. Holded will automatically calculate your expenses for the project so that you can manage your project profitability at all times 😌