Work Schedules are how you keep track of all the scope items on your projects. Your fee structure as agreed with your clients is entered as a Work Schedule, which then forms your project budget to track timesheets and invoices against. You can learn more about what a Work Schedule is within this article.
There are a number of easy ways to view project Work Schedule information.
Whilst Generating an Invoice
When you raise an invoice on the Invoices page in Hiro, your Work Schedule information is automatically imported to enable informed decision making about how to generate a progress claim. To get started:
- Click on the blue New invoice button up the top left.
- In the top left corner of the Create Invoice page, search for and select the project you wish to raise a progress claim for.
- Both the time & costs already accrued to each scope item (called a subtask in Hiro), as well as how much budget is remaining on that subtask, are presented for you to make an informed decision how to raise a progress claim for issuing to your client.
When Viewing a Project
Hiro enables you to quickly access key project information using a popup view project window. You can access this project summary popup by either:
- searching for a project using the global search feature:
- clicking on a project hyperlink wherever a project number is quoted throughout Hiro, for example: jobs within the Job column on the Invoices page:
Once you have selected a project to view, click on the Work Schedule tab in the popup window. Click the maximise button up the top right of the popup window if you would like to see more detail at once.
When viewing your project's Work Schedule information, the table displays the following information:
- Subtask - the name of the subtask as defined in your Work Schedule information on the project.
- Dept - the department configured on the parent task of that subtask.
- Branch - the branch configured on the parent task of that subtask.
- Billing Type - the billing type as configured on the parent task of that subtask. Learn more about how billing types work in this article.
- Time & Costs - the total value of all timesheets attached to a subtask, regardless of whether they have been invoiced.
- Budget - the budget for that subtask defined on the project's Work Schedule. For Agreed Units subtasks, the budget amount is the total number of units multiplied by the unit price.
- Claims (ex) - the total value of all invoice claims made against the subtask (excluding tax), regardless of invoice payment status.
- Claims Progress - a progress bar that visually shows the total claims made against the subtask as a proportion of the subtask's budget
- Claims Left - the dollar amount that remains able to be invoiced for this subtask (Budget minus Claims (ex))
- Time Left - a dollar value representing the time that can be added to a subtask without exceeding the budget (i.e., Budget minus Time & Costs). This amount will become negative if the Time & Costs attributable to that subtask exceed the subtask's budget.