General information of a project

Once you've created a project, you can start filling in the information in the General tab of your project. Here, you will find the most important details such as its name, client, location, project type and time schedule.

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General information

Name
The name of your project. This will be displayed in the projects overview and on the documents that you generate.

Project number
If you leave this field empty, Rentman will automatically generate a number for this project. In the Configuration module, you can edit your number series to choose what number the first created project should start with. Alternatively, you can also enter a custom number here.

Status
By default, all new projects have the Concept status. The project status changes automatically, based on your actions, or the actions of your customer. However, you can manually set a status for your project here.

Read our article about project statuses for more information.

Client
Choose a client (and contact person) for your project. The client and contact person need to be added to the Contacts module, before you can choose them here.

Location
Choose a location for your project. The location needs to be added to the Contacts module, before you can choose it here.

Project type
Each project type contains pre-determined settings for a project, such as an invoice moment, letterhead, color, and template for quotations, contracts, invoices. Project types are useful to differentiate between projects in the projects overview, and the statistics module,

Read our article about project types for more information.

Account manager
Choose a poweruser within your Rentman account as account manager for this project.

Color
Choosing a unique color for your project is useful to differentiate between projects in the My schedule module and in the projects overview. You can also assign a default color for each project type.

External reference
You can enter an (optional) external reference for this project. For example, a purchase order number. By default, this external reference does not show on documents and needs to be added on there as a separate variable.

Notes
When you enter a note, you need to choose who will see it, and where it should be displayed. 

  1. Click on the note that you've added.

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  2. Choose whether this note should be visible for everyone, or for account managers only.
  3. Select where this note should be displayed.
  4. Save your changes.

Time schedule

Rentman uses the following default time periods for a project:

Planning period
Planned equipment will be reserved for this project, for this length of time.

Usage period
Your client will be charged for renting your equipment for this length of time.

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Add another time period

You can also add your own time periods to the time schedule.

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Some examples are:

  • First event day
  • Equipment load-in
  • Building
  • Rehearsal
  • Breaking
  • Equipment load-out

Custom planning and usage period

By default, the planning period and usage period are applied to all equipment groups in the Equipment tab of your project. However, you can also choose a custom planning or usage period for a single equipment group.

  1. In your project, go to the Equipment tab.
  2. Double click an equipment group.

    Equipment_group.png

  3. Click Edit.
  4. Choose Time known.
  5. Under Use from / Use until, select Choose date.
  6. Enter a custom date and time.

Choose where times should be displayed

For each time period, you can choose on what type of document it should be displayed.

  1. Next to a time period, click on the arrow down button Arrow_down.png.
  2. (De)select the type of document that this time period should be displayed on.

    Time_period_display_options.png

Create a slip

In the General tab, you can create slips for your crew members. Slips contain useful information for crew members with different tasks, and are fully customizable. By default, Rentman already offers a packing slip and callsheet.

You can add information to an existing slip, or create a new slip with custom information by using document templates.

Packing slip

A packing slip tells your warehouse staff which items to pack for your project. By default, it contains a list of all planned items for this project.

  1. In the General tab of your project, click Print slip.
  2. Choose Packing slip.

Callsheet

A callsheet provides your crew members with the time schedule for your project. By default, it contains a list of all time periods of this project.

  1. In the General tab of your project, click Print slip.
  2. Choose Callsheet.

Frequently asked questions

I've filled in the general information. What should I do next?
Once you've filled in the information in the General tab, you can start planning equipment on your project.

Alternatively, you can read our article Using projects in Rentman for an overview of everything you can use projects for in Rentman.

 

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