Overview
Project management is a flexible tool that helps you manage all of your projects. In this article, you can read about multiple versions of guided setups and recommended workflows for implementing the project management feature into your business.
However, you aren't restricted to a single setup/workflow and you can add, customize, and track multiple workflows in the same account simultaneously, according to your business needs.
Who uses this feature
For core project management setup and workflow: Any business using project management
For phase management setup and workflow: Any business that runs and completes its projects in phases
Primarily for Residential Construction and Commercial Construction business types
Applies to all trades
Things to know
Read the Introduction to project management before deciding which project management approach to use: either the core or phased setup and workflow.
We recommend the core project management setup as our base setup for project management use, which includes best practices. Additional recommended workflows build off of this core setup and introduce more granular cost and revenue tracking for your projects.
The phase management setup and workflow is typically used in the Construction industry to track cost types, such as labor, material, equipment, at a more granular phase level.
The phase management setup and workflow supports progress billing.
You can run multiple workflows/setup in a single account.
Example: A Residential HVAC Service and Construction company typically runs a variation of our Core Setup Workflow for their Residential Service Division workflows and our Phased Setup & Workflow for their Construction Division workflows.
Choose a project management method
Review the following sections and pick the setup and workflow best suited for your business.
If you aren't sure what setup or workflow works best for your business or are new to project management, we highly recommend using the core setup and workflow to help you avoid uncategorized transactions on the Budget vs Actual table.
Core project management setup and workflow
Setup level of effort: Low
Use the core project management setup and workflow to track your budgeted and actual Contract Value revenue, as well as your budgeted and actual project expenses by cost type: Labor, Materials, and Equipment.
Phased management setup and workflow
Setup level of effort: Intermediate
Use the phased project management setup and workflow to track your budgeted and actual revenue, as well as your budgeted and actual project expenses by phase. For example, you can use Rough-in, Trim-out, and Start-up project labels to get better insights into your company's performance.
Want to learn more?
Visit ServiceTitan Academy and enroll in Project Management Basics