Once you have 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
Project
Name
The name of your project. This will be displayed in the projects overview and on the documents that you generate.
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.
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.
Number
If you leave this field empty, Rentman will automatically generate a number for this project. In the settings 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.
Account manager
Choose a power user within your Rentman account as the account manager for this project.
Color
Choosing a unique color for your project is useful to differentiate between projects in the eventMy 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.
Stock location
If you have multiple stock locations, you can choose the stock location for this project. Storage locations will not show up here because you cannot plan a project from a storage location.
Read our article about stock locations to learn more.
Timezone
If you have enabled support for multiple time zones, you can choose the time zone for your project here. Each subproject can have its own unique time zone.
Read our article about time zones for more information.
Client
Choose a client (and contact person) for your project. The client and contact person need to be added to the contact_phone Contacts module, before you can choose them here. If you have saved the client's address, it also appears here when you select them as a client for this project.
Location
Choose a location for your project. The location needs to be added to the contact_phone Contacts module, before you can choose it here.
Project Progress
The icons in project progress indicates what has been completed and what still needs to be done in a project.
You can read more about the project progress icons here.
Tasks/notes/files
Read our article about tasks, notes and files 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 call sheet
Learn how to create packing slips and how to generate call sheets.