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

    Access your files securely from anywhere






                    Zoho Campaigns Resources




                          Zoho Developer Community



                              Bootcamp
                              Community
                              Pricing
                              Webinars
                              What's New
                              Integrations
                              Contact Support
                              Contact Sales
                                Zoho Survey Resources
                                  Features
                                  Survey Templates
                                  Integrations
                                  Community
                                  iOS Mobile Surveys
                                  Pricing
                                  Android Mobile Surveys
                                  Insurvey Blogs
                                  Insight Blogs
                                  Tips & Tricks





                                              Latest Feature Updates

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    Zoho SalesIQ Resources

                                                          • 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.


                                                          Manage your brands on social media
                                                          Access Zoho Social

                                                            Zoho Pagesense Resources


                                                                Zoho TeamInbox Resources

                                                                  Zoho DataPrep Resources


                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方







                                                                                                            • Recent Topics

                                                                                                            • Search in module lists has detiorated

                                                                                                              Every module has a problem with the search function :-/

                                                                                                            • Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

                                                                                                              find attached extract of my report

                                                                                                            • Add Zoho Forms to Zoho CRM Plus bundle

                                                                                                              Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and

                                                                                                            • Bigin: filter Contacts by Company fields

                                                                                                              Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaround

                                                                                                            • Has Zoho changed the way it searches Items?

                                                                                                              Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.

                                                                                                            • Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.

                                                                                                              I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/

                                                                                                            • CRM->INVENTORY, sync products as composite items

                                                                                                              We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

                                                                                                            • Zoho Calendar not working since a few days

                                                                                                              Hey there, first off a minor thing, since I just tried to enable the Calendar after reading this in another topic (there was no setting for this though) : For some reason my current session is showing me based in New York - I'm in Germany, not using a

                                                                                                            • Monthly timesheet, consolidation of time by project

                                                                                                              I have time logs for various jobs for project. Is it possible to consolidate the time spent for each job, when I am generating a timesheet for a month? I am getting the entries of jobs done on each day when I generate a timesheet for a month For example

                                                                                                            • Building a Strong Online Identity with G-Tech Solutions

                                                                                                              In today’s fast-moving world, having a strong online identity is essential for every business. https://gtechsol.com.au helps businesses establish a digital presence that reflects their vision and values. By focusing on innovation and quality, they create

                                                                                                            • Sending emails from an outlook account

                                                                                                              Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent later

                                                                                                            • Struggling with stock management in Zoho CRM – is Zoho Inventory the solution?

                                                                                                              My biggest pain point today with Zoho is inventory management. I run a retail business and reliable stock management is absolutely critical. Obviously, I need this inventory to be visible inside the CRM. At first, I tried handling it through custom modules

                                                                                                            • can't login Kiosk URGENT

                                                                                                              already try, can't login pls help to support. thanks.

                                                                                                            • 【Zoho CRM】CRM for Everyoneに関するアップデート：関連データ機能

                                                                                                              ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、CRM for Everyoneの新機能「関連データ機能」をご紹介します。 関連データ機能は、あるタブのデータを別のタブに柔軟に関連付け、異なるタブで管理されている情報を1か所にまとめて表示できます。 たとえば、組織タブとチームタブのデータを関連付けることで、必要な情報に効率よくアクセスでき、顧客理解を深めながら他チームとの連携もスムーズに行えます。 目次 1. 関連データの設定方法

                                                                                                            • Profit / margins on Sales orders / Invoices / Estimates

                                                                                                              When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rate

                                                                                                            • Inventory to Xero Invocie Sync Issues

                                                                                                              Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does not

                                                                                                            • How to activate RFQ? What if a price list has ladder price for items?

                                                                                                              Where can I find the option to activate request for quotation? How does it work? If the item has ladder price, does it gets calculated depending on how many items are in the cart?

                                                                                                            • Can't join canal Developers Zoho User

                                                                                                              Hello, I received an invitation to join this channel, but I get an error when I try to join it, and I get the same error when I go to the Zoho Cliq interface > Search for a channel. Is this because I don't have a license linked to this email address?

                                                                                                            • Desk Email reply - set default font / use custom font

                                                                                                              Hello, in our e-mails, which we send to our customers, a certain font must be used (Corporate Design): Segoe UI https://en.wikipedia.org/wiki/Segoe#Segoe_UI How can this be included? How can this be set as the default font to ensure that this font is

                                                                                                            • PDF Templates - Checkbox Borders

                                                                                                              Is there a way to remove the border of a radio/checkbox on a PDF? I'd like to use the function of checkbox but if there's no easy way to remove the border (the PDF form already has a rectangle so it gets cluttered), then I'm forced to create a single

                                                                                                            • Settings Icon No Longer in ZOHO Desk?

                                                                                                              In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again. Anybody else experiecing this?

                                                                                                            • Tip #43 - Track, Review, and Analyze Your Assist Sessions with Reports-'Insider Insights'

                                                                                                              Did you know you can generate detailed reports for both remote support sessions and unattended access sessions in Zoho Assist? This makes it easy to monitor technician activity, measure efficiency, and review customer interactions. Let us now take a closer

                                                                                                            • Function #20: Custom calculation in item table of invoices

                                                                                                              When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would

                                                                                                            • Simplified Call Logging

                                                                                                              Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following

                                                                                                            • Sub form doesn't as formula field

                                                                                                              Is it possible to get formula field in sub form in futures?

                                                                                                            • Week date range in pivot table

                                                                                                              Hello, I need to create a report that breakouts the data by week.  I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format.  Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,

                                                                                                            • How do I get Status History data of my Projects?

                                                                                                              I want to build a table in Zoho Analytics that Groups by Date, when Projects entered a certain status. I cannot find Status History or any such useful data available in the Setup of my Data Source sync. Please advise how I can achieve this?

                                                                                                            • Is it possible to hide fields in a Subform?

                                                                                                              Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the

                                                                                                            • Weekly Tips :Instantly find what you need with Attachment Viewer

                                                                                                              Your inbox must be packed with project emails, shared notes, and scattered attachments. You are looking for one specific file—a presentation slide or maybe a media clip from a team update—but don’t want to dig through endless email threads or switch between

                                                                                                            • Missing Zoho Desk integration option for form workflows

                                                                                                              According to the help page "Configure Zoho Desk integration in form workflows" we should be able to select Zoho Desk as an integration target but when I open the integrations list then Zoho Desk is not being listed in it. We are on the Premium plan which should already support Zoho Desk integrations.

                                                                                                            • Gantt for 2 or more projects

                                                                                                              Hello, I'm trying the free version of your produtc. It is veryyy good!!!! I don't know if in the Standard plan, I can overview a Gantt Graph for 2 or more Projects Milestone. This would be very helpfull for managing teams and taking decisions about who I will assign a task to. In the paid plan Do I have this possibility? Thank you.

                                                                                                            • Integrating a Zoho Project Gantt Chart into Reports

                                                                                                              Is is possible to integrate a Zoho Project Gantt Chart into a Zoho Report Dashboard. I am in the process of creating Project Status Dashboards for the projects that we track in Zoho Projects and I would like to incorporate the gantt chart within Reports.  Please let me know! Thanks

                                                                                                            • ZOHO BOOKS - EXCESSIVELY SLOW TODAY

                                                                                                              Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy check

                                                                                                            • Gantt Chart - Zoho Analytics

                                                                                                              Are there any plans to add Gantt Charts capabilities to Zoho Analytics?

                                                                                                            • Displaying related quotes in sales order and back

                                                                                                              Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank

                                                                                                            • Tip of the Week #71–Auto-move incoming messages to the right inboxes with keywords

                                                                                                              We all know that customer-facing teams, especially your sales and support teams, can’t afford to miss even a single customer conversation. But sometimes, sales queries or support requests can easily get lost in a crowded inbox or even end up in the wrong

                                                                                                            • Clearing Fields using MACROS?

                                                                                                              How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.

                                                                                                            • Migrating a Zoho Forms form into Zoho Creator

                                                                                                              Hi, How can I migrate my Zoho Forms form into Zoho Creator? Thanks. Truly, Emad

                                                                                                            • Is there any way to recall an email sent using Zoho CRM?

                                                                                                              If an email is sent using Zoho Mail, there is a recall option/functionality that is available to the sender. Is there any way to recall an email if it was sent using Zoho CRM? I can't seem to find that option. Any help would be appreciated.

                                                                                                            • Problem with reports due to "Connected" items change - Yes this IS a problem

                                                                                                              Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child items

                                                                                                            • Next Page