Issues no.1 Gross Margin
If a Sales order aren’t aren’t billed what should they be in gross margin? I can’t follow you in that one.
Any project margin calculation is what it cost vs what I’ve billed. Sales Order are important to analysis the future, but that is projected margin.
Can you please create a Github Issue for the feature of updating costing in the Task and Project, even if “Bill” is not checked.
Is this issue created?
Can you contribute with this code?
I also think that “bill checked timesheets” costs should be added to the project, but there are companies that don’t think so. I think this should be configured (a check in setup and give the user the choice)
But if this cost enter to the project, should the bill that this timesheet enter on the project billings? I think so, once again we should give the choice to the user.
the perfect solution:
Integrate with Center costs and define for each kind of costs to select the center cost, that will give the user to configure the project as he wants.
project 1 cost center
- time sheet
- time sheet “billed checked”
project 1 cost center
- time sheet (all)
So my opinion is that if we will change code in this section, we can change to a more parameterizable solution.
And (I’m haven’t analyzed) but it doesn’t seems a very complicated task
You’ve already sent the solution
Issues no.4 Reports
With the extension use of cost centers this is a easy task
@dufani1 can you contribute with the code of some of this issues?
This issues are real and important for sure, but this is the in the middle of the construction domain workflow.
I think we should start with the beginning, the pre-sale section. This is a very cost saving (or not) on a construction company, so we should address the quotation workflow first.
For example Quotations in Construction should be able to group items (not BOM) like this :
See the groups “Phase” the sub group “kitchen” and sub-subgroup “appliances” …
This will generate tasks as milestones in project and will affect billing.
So I really think we should start with the beginning
I’m managing some time to make a more complete and global “design”. @Zlash65 Once you already working in this do you have something to share?
Starting in here https://docs.google.com/document/d/1tLF4-iqN2t7uXrUZn_LeAiUjwyZBd48Ldvqud_vHVi4/edit?usp=sharing