Creating & Managing delivery groupings

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Groupings are called groupments on BoondManager. To create the groupment, you simply need to create a fixed-price project and go to the "Deliveries" tab. Then, you can click on the "+" button and choose "Groupment."

Once the groupment is created, you just need to qualify it. Here are two methods of qualification: 

All deliveries share the same sales rate

Here are the steps to qualify a project with a groupment where the sales rate is uniform within the groupment:

1. Create a "Fixed-Price" project.
2. In the "Deliveries" tab of the project, click on the "+" button to create a groupment.
3. Name it.
4. Specify the daily sales rate of the groupment.
5. Specify the total number of days sold within the groupment.
6. Within the groupment, click on the "+" button in the top right corner.
7. Add the delivery(ies).
8. Distribute the workload per collaborator (manually, in a weighted or proportional manner).
9. Go back to the "Deliveries" tab of your project: all your deliveries have the same rate, and the workload is well distributed.

Deliveries have different sales rates

Here are the steps to qualify a project with a groupment where the sales rates are specific to each delivery within the groupment:

1. Create a "Fixed-Price" project.
2. In the "Deliveries" tab of the project, click on the "+" button to create a groupment.
3. Name it.
4. Specify or not the daily sales rate of the groupment.
5. Specify the total number of days sold within the groupment.
6. Within the groupment, click on the "+" button in the top right corner.
7. Add the delivery(ies).
8. Distribute the workload per collaborator (manually, in a weighted or proportional manner).
9. Go back to the "Deliveries" tab of your project.
10. Click on the delivery that has a different rate from the groupment: click on the small padlock to force the sales rate.
11. Repeat the operation for each relevant delivery.

Just like for a regular project, monitoring groupments is done from the "Consumption" tab of the project:

You will find:

• the hours logged by groupments and by resources/deliveries, allowing you to easily detect overruns.
• the turnover (revenue) and production costs by groupment and by resources/deliveries.

In the "Summary of Consumptions" box at the top right, you can also indicate an overall "Remaining to be done" for the project.

Billing for a groupment is done just like a regular fixed-price project.

So, check the boxes corresponding to the deliveries belonging to the same order and click on "Create an order".

Once this is done, you will arrive at the Order card, where you only need to qualify it with an Order number (generally corresponding to the number imposed by your client to appear on invoices), the billing details of your client, etc.

By default, the billing mode is set to "Schedule," which means that it is not the hours logged each month that will count for billing, but the billing schedules you will create in the order.

Pour créer les échéances, cliquez sur "+ ajouter une ligne" puis créer autant de ligne que vous avez d'échéances en indiquant bien les dates auxquelles il faut facturer et les intitulés des échéances. To create the schedules, click on "+ add a row", then create as many rows as you have schedules, specifying the dates on which you need to invoice and the titles of the billing schedules.

Finally, you just need to create your invoices from PostProduction. If needed, you can follow the tutorial: Billing Schedule: invoicing your fixed-price projects. [Tutorial in French - English translation coming soon]