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Projects

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Construction project management – creation, contract assignment and status tracking.

Dostupné pro:AdministrátorVedoucí

Projects are the central object in eProtokol. Work reports, diary entries, invoices, delivery notes and other documents are assigned to them.

Project = center of everything

A project is the main organizational unit. All reports, invoices, delivery notes, trips and diary entries are assigned to a specific project – so you always have an accurate overview of costs and revenues for each project.

Creating a new project​

  1. In the menu, click on Projects
  2. Click + New Project
  3. Fill in the name, address and description
  4. Assign a responsible manager
  5. Set up cost categories
  6. Save

Project overview​

After opening a project, you will see:

  • Project dashboard – summary of costs, hours and status
  • Work reports – assigned employee reports
  • Construction diary – diary entries
  • Invoices – incoming and outgoing invoices assigned to the project
  • Documents – attached files

Cost categories​

Each project has cost categories (e.g., "Labor", "Materials", "Machinery"). Costs are automatically assigned to categories from reports, invoices and trips.

Category templates

In the menu Projects → Category Templates, you can prepare cost category templates for quick setup of a new project.

How data flows through a project​

Work reports ──┐
Trips ──────────┤
Delivery notes ─┼──→ Project (dashboard) ──→ Reports / Cashflow
Invoices ───────┤
Machinery ──────┘

All costs and revenues are automatically summed on the project dashboard, where you can see the current project status in real time.

Project overview in one place

The project dashboard provides a summary of hours worked, material costs, machinery and transport costs – all automatically from linked modules without manual retyping.