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Project Management

PrintVis gives you Project Management - a simple and powerful way to oversee every facet of elaborate projects that may include extended consultancy hours, recurring design work, multiple production runs and shipments – all the underlying elements of a large campaign which needs to be properly managed for a successful business. Users just mark a Case as Main Project or assign cases to a Project.

Use of Project Management

Field and buttons for Project Management are on the Case Card. All Cases no matter the type (Request, Quote, Order) can be added to a Project. There is no setup needed to begin using Project Management. - First you need to mark a Case, as Main Project, which is done from the menu called WorkFlow - Then, that case is the Main Project case and other cases can be linked to it, which is done from the field Belongs to Project field in the General section of the Case Card - A Project Manager can be designated in the field Project Manager (the user must be marked as a Coordinator in the PrintVis User setup) - Project Name will be taken from Job Name from the Case marked as Main Project On The PrintVis Coordinator role center, there is a tile for Project Cases. In Case Management, you can set a filter for these using Belongs to Project ID <> ‘’. From the PrintVis Case List, it is possible to view project statistics by going to Related => Order => Project Statistics. It is also possible to access the project statistics page from the case card, by going to Related => Project Statistics.

The project statistics page shows all the cases connected to the project with information such as invoiced amount, remaining amount, estimated hours, posted hours, etc.

Invoicing Project Cases

There are several options to consider when invoicing project cases. It can be decided on a project-by-project basis to invoice in these specific ways: - Invoice each case under the project individually - Build invoices (drafts) for each case under the project (or have PrintVis auto-build these drafts when the case is fully shipped), but then use the Combine Invoice feature to combine the drafts into a single invoice to send to the customer - Custom build a special function for a PrintVis Invoice Template to invoice cases/projects in a very specific way

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