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Hello,
We use Zoho project to manage scheduled work. This consists in labour tasks and matrials cost. How can I add the material budget, then teh cost to the project?
Thanks
Barbara

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I think it has generally been accepted that there is never going to be an update. You either need to use a different platform or figure out a hack to achieve it.

I am pondering a potential solution where I ignore the built in inventory management features and instead use a basic asset account to record just raw material costs and then use a manual journal entry to credit the asset account and debit an expense account. We would then log that entry against a project the 'Additional Information' feature on the relevant journal lines (presumably just the debit on the expense account) - probably making it a monthly task to log the journal entries for all active projects in month. It would mean we have to manage the stock outside of Zoho but considering it doesn't work inside of Zoho, this might at least allow project costs to work as expected.

I am very interested to receive and thoughts/criticisms on the above!

  • 11 months ago

if there any update on this topic? 

Hi all, adding to the list that this could be super good. We have a work around in place using 1 Task= 1 payment and defined types but this is not being added to the overall project $ budget and therefore two different calculations. So far the work around works for us but from a user perspective, this enhancement would be a big plus. BR

Barbara,

I'm very sorry, but not being able to include materials in the estimate as if they were work hours CLEARLY limits the features of this system. It's a shame, but I think that for construction company projects they are really essential. Otherwise, a highly recommended option to project management.

Or put another way, if you prefer: Having a budget based ONLY on work hours clearly limits project management in many types of projects.

Just a simple feature of being able to see how profitable a particular project is would be massive, and its so simple. I really think these people (Zoho) have no real idea what they are doing. Just a bunch of IT guys mashing lots of pointless features into separate applications that are not even connected. There are 3 different Project  Management systems within Zoho, Projects, CRM, and Books. None of which work well together. There is no functional feature for scheduling either. The website is not intuitive at all and difficult to navigate, and then the support SUCKS.

  • 6 months ago

This is my application as well 

"We work within the construction industry, with our projects consisting of both labour and materials costs. Some of these materials are sourced from suppliers and costed directly to projects (with costs assigned to the project from the PO) - this is working fine. The majority of our materials costs are from stock.

We bill monthly using a variety of commercial mechanisms, but the majority of our work is (basically) under a cost+ basis. This means we need to maintain accurate records on costs as we often have an open book with our clients. Being cost+, I was hoping to make use of the inventory module to record purchase and sales prices, with the sales price representing agreed cost to client, which I could assign to a project and bill at the end of the month."

We would also like a travel option. 

In short. 
  1. Tasks are schedueld to workers using the calendar. for each worker
  2. Worker is assigned list of task for the day. 
  3. Worker travels to site. completes the task. 
  4. Records against the task the 
    1. Travel
    2. Materials used 
    3. Time
  5. Worker travels to the next task. 
The task is then exported to books, with the three items presented (and editable) ready for invoicing. 


Pretend you are a Cleaning company with multiple clients which have multiple sites and standing orders. You need to:
  1. schedule the staff
  2. track the cleaning consumables. 
  3. track the travel distance
  4. log the time. 
  5. invoice the client with one line item for each site. 




  • 6 months ago

Marshall, 

We appreciate you for taking the time to share your use cases with us. Our team will continue to analyse the feasibility of supporting Material costs in Zoho Projects and come up with the best possible solution. 

This is a turndown point for all of us in the Construction industry. AIA Billing,  prevailing wages for payroll, and Material costs are the main points of construction accounting. It seems this "project" application is for IT services not including materials. It should be called IT projects. It is misleading to any other industry. 

  • 2 months ago

I'm currently evaluating Zoho projects as a possible project management tool for my organisation. However, the lack of ability to track material and other costs is kind of a deal-breaker. We are a manufacturing company performing product R&D, and for us the capex and opex requirements of the projects are at least as important as personal time, and often more so. After 3 years of people asking, and apparently this being deprioritised, I think I may have to look elsewhere.

  • 14 days ago

This continues to be a major weakness in Zoho - it was originally designed only with "staff hours" in mind and remains very inflexible. I create and sell both products and services - it's getting increasingly difficult to justify staying with Zoho. 

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