Projects
Overview
SeedCode Complete offers powerful project Management for tracking general Project Information (like Notes, Photos and Files), but all of its related modules as well like Invoices and Purchase Orders
Contacts Involved With This Project
Similar to Associations for Contacts, a Project can have an unlimited number of Contacts associated with it with one designated as the Primary.
The Contacts are added using the Contact Selector and changing the Primary Contact can be done quickly in EditMode by clicking on the Star like you can do with ContactInfo for Contacts.
Project Contacts can be added automatically if they are designated to do so as an Association to another Contact. We have more details on that in Associations.
Project Schedule
Events created on the Project Calendar Panel are automatically linked to that Project.
These Events can be viewed in the Gantt chart by pressing the "view on gantt chart" button above the portal.
Projects can also be linked to Events from the Calendar using the Project Selector on the Event Pop-Over.
Project Estimates
Project Estimates allow you to build Estimates/Proposals for your a client/project.
Adding Line Items To Invoices Estimates and Purchase Orders
SeedCode Complete comes with the ability to generate two types of Line Items on the different entities that use them.
Stock Items
When you choose to add a new stock line item, you will be brought to the Item Selector. Like the other Selectors, you can search for an existing Stock Item, and if it;s not there you can add it as a new Stock Item (with basic information) right from the Selector.
Ad-Hoc Items
You may also want to add a non-stock item to the entity, but not have it added to the stock/items table as a permanent record. In this case you can select new ad-hoc line item and type the code and description right into the line.
PDFs
Estimates can generate PDFs which can then be e-mailed/sent for approval.
Turn into Invoice
Once an Estimate is accepted, it can be converted to an Invoice also linked to the Project
