La gestion effective de budget de vos projets via Zoho Projects

La gestion effective de budget de vos projets via Zoho Projects



L'objectif de la gestion de budget est de contrôler les coûts du projet, et ainsi réaliser les objectifs attendus du projet dans la limite attendue, élément crucial de tout projet. Zoho Projects permet au chef de projet de visualiser en temps réel les coûts prévus par rapport aux coûts réels grâce au rapport sur le statut du budget. Également, plusieurs devises peuvent être définies pour différents projets afin d'aider les entreprises opérant dans différents pays.

Quelques avantages

  • Suivre le budget de projet et le rendre conforme aux prévisions.
  • Visualiser les rapports planifiés et réels.
  • Facturer en fonction des heures de travail du personnel, des coûts fixes, des tâches et des heures de travail du journal des problèmes.

Activer le budget

  • Paramètres >> Configuration du portail >> Projet et budget >> Paramètres budgétaires.
  • Depuis cette section, vous pouvez activer le budget pour vos projets, configurer les privilèges d'accès, la devise par défaut, activer les e-mails de la limite budgétaire et de la limite de dépassement.

Définir le budget de projet

  • Créez un nouveau projet, saisissez les informations demandées.
  • Sous la partie budget, saisissez les détails comme la devise, le type de budget, le montant du projet et la méthode de facturation.


Bon à savoir

  • La devise par défaut est la devise de base choisie lors de l'activation du budget. Elle est considérée pour la budgétisation uniquement lorsqu'aucune devise n'est définie lors de la création du projet.
  • La vue liste du projet montre le budget consolidé pour les tâches et les problèmes.

Intégration Zoho Invoice

L'intégration de Zoho Invoice à Zoho Projects vous permet de créer des journaux d'heures de facturation et de relever les dépenses pour tous vos projets. Vous pouvez enregistrer une facture en tant que brouillon pour la modifier ultérieurement. Si la facture dépasse sa date d'échéance, son statut devient automatiquement en retard.

Avantages

  • Créer les factures pour les heures enregistrées pour vos projets.
  • Réaliser des devis pour vos projets en fonction du budget de votre projet.
  • Générer des estimations et envoyer des devis aux clients.
  • Choisir la méthode de facturation par module pour vos projets.
En intégrant des outils de facturation tels que Zoho Invoice, les gestionnaires peuvent synchroniser les données de leurs projets et générer des factures.

Intégrer Zoho Invoice

  • Allez dans Zoho Projects >> Paramètres >> Marketplace >> Zoho Apps >> Activez Zoho Invoice/Books.
  • Générer une clé ZSC ? Pour l'activer vous devez avoir configuré le compte de votre organisation sur Zoho Invoice.
  • Zoho Invoice >> Paramètres >> Intégrations >> Zoho Invoice Clé ZSC >> Générer maintenant. Une adresse e-mail et Zoho Invoice clé ZSC s'afficheront.
  • Saisissez cet identifiant e-mail et cette clé ZSC dans Zoho Projects.
  • Sélectionnez l'organisation, l'autorisation financière.
  • Sélectionnez une date à partir de laquelle les fiches d'heures doivent être facturées. Les fiches de temps antérieures à cette date seront marquées comme facturées.
  • Sous "Préférence d'intégration" activez l'option "Facturer les jalons" pour créer une facturation à coût fixe aux jalons et enregistrez.


Frais fixes

Lorsque Zoho Invoice est intégré à Zoho Projects, la fonctionnalité de "facturation aux frais fixes" dans Zoho Projects est également activée.


Facturer sur les tâches et les problèmes

Si votre organisation s'occupe de différentes tâches/activités comme le développement d'applications mobiles, l'animation, la conception d'icônes, etc., vous pouvez adopter une méthode de facturation par tâche.
  • Créez un nouveau projet et saisissez les détails demandés
  • Depuis la section "Budget", sélectionnez le type de budget.
  • Sous l'onglet "Méthode de facturation" , sélectionnez basé sur les heures de la tâche/du problème.
  • Entrez le taux horaire par défaut. Si nécessaire, ce montant peut être modifié ultérieurement à partir de la tâche.

Bon à savoir

Le taux horaire par défaut indiqué lors de la création du projet ne peut pas être modifié pour les problèmes. Cela ne peut être fait que pour les tâches.

Créer une offre

  • Sélectionnez un projet et allez sur l'onglet "Finance".
  • Cliquez sur "Créer une offre" à partir de l'onglet "Offre".
  • Saisissez les détails nécessaires ainsi que l’adresse e-mail et envoyez.

Créer la facture

  • Sélectionnez un projet et allez sur l'onglet "Finance".
  • Cliquez sur "Créer une facture" .
  • Saisissez les détails ainsi que l’adresse e-mail et envoyez.

Bon à savoir

  • Sélectionnez l'option "Inclure toutes les dépenses non facturées pour un client particulier" pour facturer toutes les dépenses.
  • Le champ "Bill up to" est obligatoire pour générer la facture. Par conséquent, sélectionnez une date si vous n'en avez pas encore.
  • Vous pouvez envoyer une facture par e-mail ou l'imprimer, ou encore l'exporter au format pdf.
  • Vous pouvez créer une facture uniquement pour les feuilles de temps facturables basées sur la période sélectionnée.
  • Si l'option "Soumettre avec approbation" est sélectionnée dans la configuration de votre portail, seuls les enregistrements de temps approuvés seront facturés. Si l'option d'approbation n'est pas sélectionnée, alors tous les enregistrements de temps seront facturés.

Vous avez des questions? N'hésitez pas à le faire sur Community !

L'équipe Zoho France

    • Sticky Posts

    • Collaboration sans faille avec Zoho One

      Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

    • Recent Topics

    • Assignment Thresholds Resetting After Lead Conversion

      Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automatically

    • Zoho CRM Analytics - Allow To Reorder Dashboards

      I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can go

    • Territory view for custom modules?

      I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories:  Contacts /  Accounts / Opportunities These modules don't have territories:   Buildings (custom module) and 

    • Zoho Books - How to Invoke a Custom Function in Schedulers

      We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function

    • Approval Process Comments

      Is it possible to view the comments entered during the approval or rejection of a record in the approval process? If not, is there a way to require a field to be completed upon approval or rejection?

    • Login for test case

      Had a few questions regarding authentication test cases and couldn't find an answer in the the docs. 1. If an app like Zoho Creator requires authentication before providing access, do I need to create a login function and add it to each test case? 2.

    • Zoho / Outlook Calendar sync

      The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."

    • Please make it easier to Pause syncing

      right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.

    • Customer members area

      Does FSM support a customer members area? If not what do you propose we use if we want the data used in FSM for customers to give them an area / login to see past orders, create new orders and general announcements.

    • Zoho Books-Accounting on the Go Series!

      Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.

    • Desktop app doesn't support notecards created on Android

      Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to

    • Notes created in mobile can no longer be accessed in desktop

      Working with a 2013 Mac running OS 10.14.6; Desktop Notebook version 4.5.3. Using Motorola Moto G Power 5G - 2024; Android app version 6.7 I have been using Notebook for some years. Starting several weeks ago, the notes newly created ion the phone can

    • Function #49: Manage varying installment payments using Zoho Books

      . Hello everyone, and welcome back to our series! Last week, we discussed automating the collection of fixed installment payments in Zoho Books. But what if your payment structure involves charging varying percentages of the invoice total as installments?

    • Zoho Writer - Option to Export as .zdoc format

      I've noticed that it's not possible to export a Zoho Writer Document in the .zdoc format. Isn't zdoc, Zoho Writer's own format? My use case is that I sometimes need to create quite complex documents with floating elements, which sometimes need to become

    • Is it possible for contacts to "Re-enter" a workflow in Zoho Campaign?

      We are currently working on a way to automatically add users to from one list to other lists based on specific criteria, but can't seem to find a native way of doing this so we are trying to use Workflows to do this. So, for example, if a user's status is set to "Active," then they should be added to the list "Active Users." If the same user's status is then set to "Paused," they should be added to the list "Paused Users" and removed from the list "Active Users." This works fine for the first go

    • Bulk upload images and specifications to products

      Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.

    • Out of Office for Just One of My Alias Email

      Can I set up the Out of Office Reply for Just One of my Alias Email Addresses?

    • Can I map multiple Surveys into the CRM using the same fields?

      Hello, We are a healthcare practice that offers two distinct services (Nutrition and Primary Care). We use Zoho Survey for our lead generation form (Get Started Survey), which allows people to express interest in one of the two services and even allows

    • Dealing with API responses where integers have more than 16 digits

      Hi there How do I deal with an api response contaning an int or float with more than 16 digits (before any decimal places for a float). I constantly receive the response "Unable to cast the 'BigInteger' value into a 'BIGINT' value because the input is

    • Can't change form's original name in URL

      Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

    • Need Inactive accounts to be visible in Reports in Zoho Books

      I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions report

    • unblock e-mail

      please unblock my e-mails info@meatnews.gr and myrtokaterini@meatnews.gr

    • Add Zoho Mail for users who do not need Zoho One

      We have licenses for ZOho One for teams that need to use the suite of products that Zoho One offers.  We have 8 more people who only need email access and we would like to add just a Zoho Mail.  They do not need the Zoho One license.  We are currently

    • ZML vs HTML Snippet - which is better?

      Are there certain use cases where one is better than the other?

    • Auto CheckOut Based On Shift.

      This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to match

    • How to remove some users in zoho accounts

      How to remove some users in Zoho accounts.

    • Infinite loop of account verification

      Hi I can't do anything on my zoho account.  I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying. 

    • Load PO_Date field (Purchase Order) with current date in Deluge

      Hi, I'm not a full time developer, just helping to customize our CRM, in the small company I work for. There must be something wrong with me, because I can't do something so simple as complete a field with the current date in a function using Deluge.

    • Zoho CRM in Microsoft Power Automate Custom Connector

      Hi everyone, I’m building a Power Automate flow that integrates Microsoft Bookings with Zoho CRM. The goal is to automatically create a meeting (event) in Zoho CRM whenever a new appointment is booked via Microsoft Bookings. To achieve this, I created

    • Spell check sucks

      Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.

    • How to include total km for multiple trips in expense report.

      Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?

    • Outgoing blocked: Unusual activity detected.

      I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses

    • Zoho One Login Issue - Unable to receive OTP

      Hi Support Team, I am experiencing a unique login issue with Zoho One. I am attempting to log in from India using Zoho Login credentials provided by a USA-based client. Their Zoho account is hosted on a US data center. After entering the username and

    • Question Regarding Managing Sale Items in Zoho Books

      Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to export

    • In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf

      In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice number

    • Problem of Import Client Users From CRM and or Expense

      I am premium plan user on Projects. I have about 500 customers on Expense and CRM that integrated with each other. According to at below link, I am trying to import clients from CRM, system not allowed to select any customer. If I import from Expense,

    • Unable to see free plan option

      Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.

    • unblock my zoho mail account. outlines@zoho.com

      please unblock my zoho mail account, outlines@zoho.com

    • domain not verified error

      Hi when i try to upload a video from zoho creator widget to zoho work drive iam getting domain not verified error.I don't know what to do .In zoho api console this is my home page url https://creatorapp.zoho.com/ and this is my redirect url:www.google.com.Iam

    • equest to Disassociate Bigin from Zoho One and Migrate to Standalone (Upgrade to Bigin Premier – 3 Seats, Annual)

      Dear Zoho One Support Team, I’m writing to request your assistance to disassociate (remove) the Bigin application from our Zoho One organization while preserving all existing Bigin data. After the disconnection is successfully completed, we intend to

    • Next Page