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

    • Bulk Fill In & Edit PO/Bill/SO/Invoice

      Hello, I am adding stock in bulk on a PO, the system is automatically populating the Rate (price) and Tax from the item data. Problem is that the bill rate is different from the rate on the item data, so I have to manually erase each and enter the price.

    • Fixed Assets beg balance

      Hello, I trust you are well I'm a new zoho books user and I find it difficult to plug in the fixed assets balance and here's what I have done: 1- I imported the fixed assets data into the fixed assets module as per the instructions 2- the import process

    • Syncing with Google calendar, Tasks and Events

      Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning

    • CRM Deluge how can link attach file with workdrive file.

      Hi, We have create file at workdrive and would like to link to attachment at crm module by deluge. Right now can only upload it to attachment but can not link the file from workdrive. Thank you

    • Feature announcement: AI-powered document generator in Zoho Sign

      Hi there! We recently announced manual document creation by offering an editor within Zoho Sign. Today, we are excited to announce AI-powered document generation to help you draft agreements, purchase orders, and other important business documents in

    • Permanently deleted files

      Is there a way to get back permanently deleted files from your account if they were accidentally deleted and no longer recoverable from the recycling bin? I know I am probably screwed but I just figured I would ask.

    • Shared Mailbox in iOS app

      Hi, On the desktop I am using a Shared mailbox for our company's general mailbox that somebody else should be able to view. In the iOS app however I can't find it? Old sources on the internet says this isn't possible but that can't be right? Somebody

    • Tip #41- Simplify Compliance and Efficiency with Zoho Assist’s Data Cleanup Feature- 'Insider Insights'

      Managing device data efficiently is just as important as securing remote access. With Zoho Assist’s Data Cleanup feature, admins can easily remove outdated or unnecessary device records, keeping the console organized and secure. This action is carried

    • Revenue Management: #6 Revenue Recognition in Professional Services Industry

      If you run a consulting firm, agency, or any service-based business, you have a situation where you have signed the contract, maybe even sent the invoice, and have received some initial payments. So, can you consider this as revenue? What if the project

    • Zoho fsm scheduled maintenance dispatch

      Hi, I'm reaching out regarding an issue I'm encountering with the Scheduled Maintenance feature in Zoho FSM. I’m trying to configure it so that it automatically dispatches all maintenance jobs scheduled within the next 150 days, starting from today. However,

    • zoho.inventory.getRecords returns no records

      I running a custom function (Deluge) in Zoho Flow with a connection to Zoho Inventory. To debug the problem, I created the test function below. It returns "Number of contacts fetched: 0". This confirms that there's no issue with the org ID or connection

    • Zoho Campaigns Event timestamps do not propagate to Zoho CRM

      We have integrated Zoho CRM and Zoho Campaigns. But when looking at Contact records, the Campaign event data is missing the actual timestamps: especially when a particular email was sent. They're not in the Campaigns related list, and the cannot be found

    • Feature announcement - Simplifying document creation with Zoho Sign

      Hi there, We are pleased to announce the release of our document creation feature, enabling you to create, edit, and finalize documents like agreements, purchase orders, and contracts without relying on external tools or applications. <br> This

    • Integrating File Attachments in Zoho Flow Email Notifications

      Hi, I would like to be able to send an email once an entry is made in a form, and in this email, I would like to attach a file that has been added to the form using the ImageUpload (or FileUpload) widget. So, I started by creating a flow that will trigger

    • Zoho project purchases

      Hi Folks, I think having a purchase module in projects will help in putting together a project p and L. Project wise purchases and expenses.  Do let me know your thoughts.

    • Create Tasklist with Tasklist Template using API v3

      In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to

    • How can I restore all the deleted Time entries of a Task in Zoho Projects

      How can I restore all the deleted Time entries of a Task in Zoho Projects? Query: In Zoho Projects, I cloned a task and deleted the time entries from the cloned task. However, this also deleted the time entries from the original task. How can I restore

    • Is there a way to make an account inactive in ZoHo Desk

      We have a few Clients "Accounts" that we no longer do business with. It would be beneficial for them to not show up in lists. However, we want to go back and view tickets, time, etc.

    • How to set the value of the Phone field importing contacts in Zoho Desk

      Hi everyone, i'm new in Zoho Desk, we're setting up the environment and i'm importing contacts from another CRM using a file CSV and i'm getting a problem with phone numbers (italian): the leading zero is cut away, also if the value is inside double quotes.

    • Set Custom Icon for Custom Modules in new Zoho CRM UI

    • Deprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026

      I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,

    • How to center a field inside a section?

      I’ve been trying to center a field inside a section in Zoho Canvas. When I align it visually, it looks centered in the editor, but after clicking Save, the field appears misaligned on the actual canvas. I also tried setting the field to full width, but

    • Kaizen #192 - Implementing Custom Token Persistence in Python SDK

      Welcome back to another week of Kaizen! Last week, we discussed how to implement Login with Zoho using OAuth 2.0 and saw how to bring it to life in a real-world application with the Zoho CRM Python SDK. We also discussed how Zylker Academy built a custom

    • Showing the map along with mileage expense

      When you use the GPS to track mileage, it shows you the map of the actual path travelled. It would be very useful and practical to save that map with the mileage expense, so that when the report is created, it provides a map of each mileage expense associated

    • Enable Validation Rule for Multi-Select Picklist Field

      Zoho, Please allow validation rules for multi-select fields.

    • File Upload field not showing in workflow

      Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?

    • CRM Custom function updating a module record shows the Super Admin user as the record modifier

      Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful

    • Best practice importing items and matching assemblies

      Hi, I was wondering what would be the best practice to import items and composite items (assemblies) From my backup, what should I import first? The items or the composite items? I am on Zoho one, using inventory and books. Kind regards, Sabine

    • Best way to fetch employee names from Zoho People into Zoho Creator Inventory Stock Form field Employee Name Lookup

      Hi Team, I have a requirement in my Zoho Creator application (Inventory Stock Adjustment) where I need to fetch employee names from Zoho People and use them as a lookup in a form. Currently, I am considering using an integration field to fetch this data

    • get file api is returning Junk data

      I am working on extension development where at one point I need to retrieve attachments on records I found out I can use only invokeconnection and not invokeurl in extension development The invoke connection returns the image in raw binary format. When

    • Need help with message box

      End user updates many records at once. Each have unique serial number. They want a confirmation box that says starting number, ending number and qty. Is there any way to do this? I been searching and asking support but seems like no great solution.

    • [Webinar] The Transformative Power of Gen BI

      Traditional decision-making tools are no longer enough. The integration of generative AI into business intelligence (BI) is proving to be a true game changer—enabling businesses to make faster, smarter, and better informed decisions. Early adopters of

    • Backorder process review - Automating Removal of Sales Order from "On Hold" When PO is Received

      Hello Zoho Inventory Team, Currently, sales orders in On Hold status are released only when the bill for the purchase order is created. In our workflow, it would be much more efficient if the sales order could automatically move out of On Hold as soon

    • How to access the saved Query using API?

      I have created a query in setting. Is it possible to access it from a API? What's the endpoint? I tried /v8/queries/important_deals but didnt' work.

    • création d'une base de données

      base de donnee d'un lycée

    • User Session variables to recall after form submit & redirect to menu

      Hey, Forgive me if this is a simple answer I have overlooked. I have built a big onboarding process for my SAAS platform which is built and managed by an external Dev team. I am hoping to embed my new creator app on the SAAS platform. I have a menu page

    • Zoho Writer Merge Template with data from Zoho Analytics Views

      Hello, Is there any way to pull information from Zoho Analytics and put it into a Merge Template? I am trying to create a bulk export of one report that filters on a field to create a single document for each of the filter fields.

    • Having to enter bill before stock shows as available.

      Hi, Am I right in thinking you must create a bill from the purchase order receipt before the goods are available for shipping?

    • Agent Availability Report

      From data to decisions: A deep dive into ticketing system reports Businesses need to track when their support agents check in and check out from work. This report, titled Agent Availability, is one of the static reports that helps managers track the number

    • Writing by Hand in "Write" Notes

      Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!

    • Next Page