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

    • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

      so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

    • 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

    • Introducing notifications in the vendor portal

      Imagine this: You're a recruiter working with multiple vendors on a high-volume hiring project. You’ve just updated a job description after a last-minute change from the hiring manager. One of your vendors, however, is still working off the older version

    • CRM limit reached: only 2 subforms can be created

      we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.

    • LESS_THAN_MIN_OCCURANCE - code 2945

      Hi I'm trying to post a customer record to creator API and getting this error message. So cryptic. Can someone please help? Thanks Varun

    • How to update "Lead Status" to more than 100 records

      Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

    • Analytics for notes created

      Is there a way I can see how many notes were created per day? Via reporting or analytics?

    • Add Custom Reports To Dashboard or Home Tab

      Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad

    • No TDS Deduction

      In some of our case, where we are reselling items at the same rate we purchased. In this scenario, Indian IT Law has a provision to request customer not to deduct TDS if the transaction value is same. TDS is paid by us (intermediary reseller) before we

    • Cannot update Recurring_Activity on Tasks – RRULE not accepted

      Hello, I am trying to update Tasks in Zoho CRM to make them recurring yearly, but I cannot find the correct recurrence pattern or way to update the Recurring_Activity field via API or Deluge. I have tried: Sending a string like "RRULE:FREQ=YEARLY;INTERVAL=1"

    • Add image to report...

      Greetings, I send a weekly color coded report via Creator email. I would like to add the legend somewhere in the report. Header, footer where ever. I have the legend saved on Google Drive and can access it via shared link. Sure someone has wanted to add

    • More controls for User Fields in CRM

      Dear All, We are here with a minor but crucial enhancement to the user fields—now set accessibility permissions to the records for user field. User field allows you to extend co-ownership of records to your peers. You can collaborate with them for certain

    • Calls to accounts rather than leads or contacts?

      So..... We have a dilemma and I'm hoping someone has encountered this before and figured out a fix. We have just migrated to Zoho. It's great.....expect for how "Calls" are handled.... We are B2B. We do not use the leads module. A "Lead/Prospect" for

    • Image Upload Field | Zoho Canvas

      I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building

    • Power of Automation :: Automated 'Delayed & Closed' Status Update Based on Due Date

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • Lead Blueprint transition in custom list view

      Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed

    • Range names in Zoho Sheet are BROKEN!

      Hi - you've pushed an update that has broken range names. A previously working spreadsheet now returns errors because the range names are not updating the values correctly. I've shared a video with the support desk to illustrate the problem. This spreadsheet

    • Has anyone integrated SMS well for Zoho Desk?

      Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thing

    • populate email address and name in zoho desk?

      Is it possible to populate the email address and name in the zoho desk widget? We only use it in the context of an authenticated user, so we already know the user's name and email. Thanks,

    • Are there default/pre-built dashboards in Zoho Desk?

      Hi, I am looking for some pre-built dashboard templates in Zoho Desk, similar to what we can find in CRM/Projects, etc Thank you

    • SAP S/4 HANA to CRM Integration - change the SAP Client ID

      Hi I am trying to push the business partners from SAP S/4 HANA to ZOHO CRM module. The SAP Client ID is 421 in my case....kindly let me know how do I specify the sap client because it's a dropdown with specific values as of now. Thanks Ravi Aswani

    • Enable Locations for Expense

      Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.

    • Adding branded signature to tickets reply

      Hi, i am unable to figure out how to add signatures with logo to tickets reply. please advice .

    • Zoho Marketing Automation 2.0 - Landing Page function not working

      Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me

    • Zoho Mail Android app update: Manage folders

      Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POP

    • How to share ticket numbers across different ticket types

      I'm running an event and have three different ticket types. Add on Event + Main Event - Early bird Main Event only - Early bird Add on Event only - Early bird And Standard class - shown but not available until early bird finishes Add on Event + Main Event

    • Adding Social Media Buttons to Basic Campaigns

      Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!

    • Hide Inactive Social Sign-In Providers from Login Screen

      Hello Zoho Team, We hope you are doing well. Currently, Zoho One allows admins to configure security policies and enable or disable Social Sign-In options for third-party providers such as Apple, Google, Microsoft, LinkedIn, Yahoo, Twitter, Facebook,

    • [Free Webinar] AI Agents in Zoho Creator - Creator Tech Connect

      Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

    • Download All Attached Files

      It would be extremely useful to have "download-all" functionality for downloading files attached to a task, subtask, comment, forum post or hosted in the "Documents" section etc. We've instructed our users to zip multiple files prior to uploading, but of course they forget all the time. Having to download lots of files one-at-a-time off a comment or task wastes a lot of time.

    • unable to send message reason 554 5.1.8 Email outgoing blocked

      unable to send message reason 554 5.1.8 Email outgoing blocked

    • Ship via Carrier Not Working Since Commerce Update

      Since the recent update to the Commerce platform, I can no longer use the ship via carrier function. It will take me to the address screen and let me verify them but when I go to save and move tot he next screen it will not do anything. This is happening

    • automations: Can I execute a step on a specific date?

      I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sending

    • Zoho Expense - The ability to add detail to a Trip during booking

      As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by the

    • Adding Folders in Android App

      Is it possible to create a new email folder within the Zoho Mail Android app?  Or can this only be done from the desktop version of Zoho Mail? Cheers!

    • Schedule Exports for Regular Project Updates

      Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthly

    • Question about custom fields using Pivot Tables.

      I have created a pivot table showing annual revenue of a client and how much payment that client is paying my company. Is there a way using pivot table to add an additional field that subtracts those to fields / shows me a percentage of that difference?

    • Request for Light/Dark Mode

      Would love the ability to switch between Light and Dark mode similar to Zoho CRM. https://help.zoho.com/portal/en/community/topic/introducing-dark-mode-light-mode-a-new-look-for-your-crm

    • Signature field is showing black

      Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?

    • Journey Email - Ignored Contacts

      I have a journey setup which simply sends a string of emails over time. For some reason I am getting large amounts of the contacts who enter the first email being ignored and I can't find anywhere in reports or audit logs why these contacts are not

    • Next Page