Services
Services classify your projects by the kind of service your firm delivers: environmental consulting, geotechnical services, cultural resources management, and so on. A project's service shows in its Project Type field, and the project's invoices and payment receipts carry it too, so you can see revenue by service line. Services is EVX Software's suggested name for this dimension; its system default name is Project types.
Jump to:
- What services organize
- The services in the suggested setup
- Filter by service
- Setting it up for your firm
- Example: revenue by service line
What services organize
In EVX Software's suggested setup, a project's service is chosen in its Project Type field, and two records ask for it on their own forms:
- Invoices
- Payment receipts
When a project is classified in a service, its records can fill in the same service automatically. See Decide what fills in automatically.
The services in the suggested setup
The demo installation has 15 services, most with sub-services under them, such as Air Quality, Archaeological, Biology projects, Environmental Consulting, Forestry, Geotechnical services, and Waste Management. Each service has a name, a color, and a description.
Filter by service
Show Services 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 Geotechnical services and a client, and the Invoices tab shows that client's geotechnical invoices. See Filter with dimensions.
Setting it up for your firm
- Keep one service per service line your firm reports on, and use sub-services for the kinds of work inside it.
- Your name › Settings › Dimension options holds the dimension's name, its member fields, and the forms that show it. See Setting up dimensions.
Example: revenue by service line
At year end, the principal selects Archaeological in the left panel and opens Invoices. The list shows every invoice of the firm's archaeology projects, and she compares it with the environmental consulting line before planning next year's hiring.
What you can do next
- Dimensions for how dimensions work together.
- Projects for the project form.
- Setting up dimensions for the steps in Dimension options.