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Project managers

The Project managers dimension lists the people who manage your firm's client relationships and projects. Classifying records in a project manager lets each manager see their own clients, invoices, and payments at a glance, and lets the firm compare managers' portfolios. Each member is a person, with an acronym used in project names and lists.

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What project managers organize​

In EVX Software's suggested setup, two records ask for a project manager on their own forms:

  • Invoices
  • Payment receipts

A client can carry its project manager, and records classified in that client can fill in the same project manager automatically. See Decide what fills in automatically.

This dimension is not the Project Manager field of a project, which names a user. Use both: the field says who runs the project, and the dimension groups the records for reporting.

The project managers in the suggested setup​

The demo installation has 11 project managers, one per person, such as Denton Cannon and Douglas Barrett. Each has a name, an acronym, a color, and a description.

Filter by project manager​

Show Project managers in the left panel with View more if it isn't there, then select a member to narrow every tab to its records. Combine it with other members: select a manager and Invoices, then the Invoicing status you need, to see that manager's billing. See Filter with dimensions.

Setting it up for your firm​

  • Add a member for each person who manages clients or projects, with their initials as the acronym.
  • When someone leaves, archive their member instead of deleting it, so their history stays classified. See Archiving and restoring.
  • Your name › Settings › Dimension options holds the dimension's name, its member fields, and the forms that show it. See Setting up dimensions.

Example: a manager's month​

Before the monthly review, Denton Cannon selects his own name in Project managers and opens Invoices. He sees every invoice of his clients this month, with the payments received, without filtering project by project.

What you can do next​

  1. Dimensions for how dimensions work together.
  2. Clients and projects for the clients each manager looks after.
  3. Setting up dimensions for the steps in Dimension options.
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