Creating & Managing delivery groupments

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Extend the dates of a groupment and those of the associated deliveries

If you need to modify the groupment dates, you can do so by clicking on the groupment line and editing the start and/or end dates of the groupment. By default, these changes will be applied to the deliveries linked to this groupment. However, if you prefer, you can adjust the delivery dates by clicking on the delivery line and editing the start and/or end date. 

Duplicate a groupment

To duplicate a groupment:

1. Identify the groupment 
2. Click on the icon with two overlapping squares labeled "Duplicate"
3. Select the start and end dates for your new groupment

Your groupment and the linked deliveries will be duplicated using the new dates while keeping:

• The groupment's daily rate (TJM)
• The workload
• The distribution of days

Of course, these elements can still be edited if needed.

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]