Deals / Contracts

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Deals / Contracts

Contracts and activities are used to implement smaller, integrated activities that do not require project management

Terminological note

  • Activity is understood as an internal activity, while contracts are understood as services/supplies to clients, generally someone outside the organization. Substantively there is no difference between the two and henceforth for simplicity we refer to contracts.
  • Actions are also recorded separately in the system, and are usually together with meetings. They are not exactly the same.

What is an order and how is it different from a project

A job is basically a small project – a set of tasks that build on each other. However, it is significantly simpler in terms of planning:

  • The project has its own project team
  • Tasks are assigned to team members. Methodology for project management define tasks for project roles, so you need to describe the roles in addition to the qualifications
  • The project is kept separate in the system, has a separate manager and set of rights to look into the project.

In contrast, the contract:

  • It is managed within the business area, no separate "area" is created for it as for a project.
  • Tasks are assigned according to people's qualifications – so there is no need to create project roles
  • Any number of jobs can be worked on within one area.

Creating a job

  • A job can be created easily in any area – use the job overview and enter a new one
  • The order has an expected completion date (from-to), The completion date is indicative, it does not prevent the order related actions to continue after the deadline
  • Contract has a manager who is generally responsible for the tasks, may have a deputy. The deputy has the ability to plan the contract in the same way as the manager.
  • Tasks can be quickly inserted into the job from the methodology. To do this, you need to create a methodology and link the area in which you are setting up the job to the methodology (see area settings). You can predefine procedures for any number of jobs in the methodology. It is also possible to define optional parts and use them in the same way as for projects.

Contract management

A job has its own workbench and its management is similar to that of a project. However, the workbench of the job contains only

  • Tasks – controls the execution process
  • Meetings – allows you to organize meetings for the job, including meetings with people from the backend
  • Information – all the information needed for the job. They can contain any number of files
  • Agreements and Decisions – Agreements that relate to the contract

Contract termination

You can easily end a contract in the contract management by marking it as completed. Please note: ending a job does not automatically end tasks – therefore tasks that take place after the job has been completed, such as invoicing, may be linked to the job.

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