Rentman's foundation is built upon projects. Whether you are planning a quick event or a major production, they all begin with adding a new project in Rentman.
This article serves as your guide to adding a new project.
Create a new project
When it comes to starting a new project, Rentman provides you with flexible options:
- Go to the table_chart Projects module.
- Click + Add project or click on a day in the calendar view (i.e. the start date of the project).
- Select Blank project. The most efficient way to create a new project is by choosing a Project template for your new project. This is useful for saving time and effort.
- Choose time periods. If you have selected a project template, select a starting date. All time periods of the time schedule will be copied over. Then you can change the start and end hour of each period to match your new needs.
- Scroll down on the right side of the screen to preview more information about the project (like Time schedule or Equipment/Function groups).
- Click Save to create the project.
Now you can adjust the project details to your needs, starting from the General tab.
Duplicate an existing project
Duplicating is useful when your new project will contain largely the same information as another project. Duplicating can save time and effort, because you can simply edit the information of the project that you've duplicated.
- Go to the table_chart Projects module.
- Select
the project you want to duplicate.
-
Click more_vert and choose Duplicate.
- Select the new start date. A new tab with the project will pop up.
- You are now ready to fill in information in the General tab of your project.
Next steps after project creation
Effective project management often entails clear communication through notes and instructions:
- On the General page of your project, assign a name to the project.
- To associate a client, input the first three letters of their name in the "Client field," and select their name from the list.
- Enhance communication by adding notes, such as crew dress codes or equipment usage instructions.
- Optimize visibility by ensuring these notes are displayed in relevant sections like Schedule or Warehouse.
Organizing Equipment and Function groups
Organizing equipment groups and functions enhances your project's efficiency and clarity:
- While on the Equipment or Crew and Transport tab of your project, create groups to categorize items or functions.
- Name groups appropriately, such as "Prep," "Event," or "Wrap-up," and align their usage periods with project stages.
- Streamline scheduling by dragging items or functions into their respective groups for logical organization.
- Keep in mind that the pricing calculation is based on the rental prices of individual items or functions.
Creating Quotations and Contracts
Streamline your quotation creation process with the following steps:
- Go to the Financial tab of your project.
- Apply discounts as needed, either to the entire project or specific items.
- Initiate the quotation creation by clicking "+ Add quotation." Select a template and letterhead for the quote.
- Once generated, the quotation is ready for sending to the customer and will also be accessible in the project's files section.