General information of a project (name, times, client, notes)

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.



General information

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.

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.

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.

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.

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.

Read our article about Notes for more information.

Time schedule

The time schedule contains all time periods of your project. By default, it contains the planning period and usage period of your equipment.

Learn more about using the time schedule in this article.

Create a packing slip or callsheet

Read our article about Creating a packing slip or callsheet for more information.

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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