Project Bidding - Managing Milestones (as a Vendor)
With the Project Bidding module, Projects can be paid with the Milestone feature. Milestones can be created to break down each invoice for the customer based on the stage / frequency of the line items with the project.
Your milestones can be accessed in the proposal details view from the backend.
There are 2 ways to create a milestone.
- Generate Milestone - used to create repeat milestones based on a frequency set.
- Add Milestone - used to create a single milestone.
Generate Milestone
This feature will allow vendors to generate multiple milestones based on a repeat frequency.
Milestone
Field | Notes |
| Frequency | State the Frequency in which the milestones should be generated in. Once the Frequency is set, if you selected Weekly, you will be able to Select Days of the repeat. If you select Monthly as the Frequency, you can Select Months and which Day of the Month. |
* Select Days (appears only if Weekly Frequency is selected) | Indicate which days of the week the milestone should be generated for. Multiple days can be selected. |
* Select Month (appears only if Monthly Frequency is selected) | Indicate which month the milestone should be generated for. Multiple months can be selected. |
* Select Day (appears only if Monthly Frequency is selected) | Indicate which day of the month can be selected. Only 1 day can be selected. |
Start Date | Select the start date from when to begin generating the milestones. |
End Date | Select the end date from when to finish generating the milestones. |
Start Time | Select the start time each milestone. Note: This is only used for the Vendor Time Logging App. |
Duration | Select the duration for each milestone. Note: This is only used for the Vendor Time Logging App. |
Assign Sub-Vendor | This will be the sub-vendors assigned for this milestone (if applicable). |
Name | Insert the name of the Milestone (This will be the same name for all milestones generated) |
Description | Adds a description for each milestone |
Milestone Items
Field | Notes |
Is Primary | Use this if this is the main item for time logging on the app. You can only have 1 Primary Item per milestone. Note: This is only used for the Vendor Time Logging App. |
Select Rate | This allows you to select pre-created Rates to populate the fields. |
Name | Set the name of the individual milestone item. Prepopulated automatically if you selected a pre-created Rate. |
Description | Set the description for this milestone item. Prepopulated automatically if you selected a pre-created Rate. |
Rate | Set the price for this milestone item. Prepopulated automatically if you selected a pre-created Rate. |
Qty | Set the qty of this milestone item for this milestone. |
Tax Name | If required, set the additional tax name for this milestone item. Prepopulated automatically if you selected a pre-created Rate. |
Tax % | If required, set the additional tax percentage for this milestone item. Leave blank if unused. Prepopulated automatically if you selected a pre-created Rate. |
Subtotal | Subtotal value will be based on Rate x Qty (without Tax) |
Tax | Tax will be based on Rate x Tax % |
Total | Total including tax (similar to the Item Quote table) |
Actions | You can choose to remove the Milestone item by selecting the trash icon. |
You will be able to see the milestone totals at the bottom. Select Generate Milestones to generate the milestones based on your frequency set.
All generated milestones will then appear in the milestone table in the Proposal Details view, in both Vendor and Customer accounts.
Add Milestone
This feature is used to add a single milestone with no repeat frequency.
Milestone
| Field | Notes |
| Due Date | Select the date from which this milestone is due. |
| Start Time | Select the start time each milestone. Note: This is only used for the Vendor Time Logging App. |
| Duration | Select the duration for each milestone. Note: This is only used for the Vendor Time Logging App. |
| Assign Sub-Vendor | This will be the sub-vendors assigned for this milestone (if applicable). |
| Payment Status | This will indicate to the customer if the milestone is ready to be paid. Changing this status to Ready to pay will trigger the Pay button to appear for the customer in the proposal details view, for this milestone. |
| Name | Insert the name of the Milestone (This will be the same name for all milestones generated) |
| Description | Adds a description for each milestone |
Milestone Items
| Field | Notes |
| Is Primary | Use this if this is the main item for time logging on the app. You can only have 1 Primary Item per milestone. Note: This is only used for the Vendor Time Logging App. |
| Select Rate | This allows you to select pre-created Rates to populate the fields. |
| Name | Set the name of the individual milestone item. Prepopulated automatically if you selected a pre-created Rate. |
| Description | Set the description for this milestone item. Prepopulated automatically if you selected a pre-created Rate. |
| Rate | Set the price for this milestone item. Prepopulated automatically if you selected a pre-created Rate. |
| Qty | Set the qty of this milestone item for this milestone. |
| Tax Name | If required, set the additional tax name for this milestone item. Prepopulated automatically if you selected a pre-created Rate. |
| Tax % | If required, set the additional tax percentage for this milestone item. Leave blank if unused. Prepopulated automatically if you selected a pre-created Rate. |
| Subtotal | Subtotal value will be based on Rate x Qty (without Tax) |
| Tax | Tax will be based on Rate x Tax % |
| Total | Total including tax (similar to the Item Quote table) |
| Actions | You can choose to remove the Milestone item by selecting the trash icon. |
You will be able to see the milestone totals at the bottom. Select Save Milestones to create the milestone.
The created milestones will then appear in the milestone table in the Proposal Details view, in both Vendor and Customer accounts.
You can also export all the milestones individually using the Export function.
You do not need to save the Proposal once the milestones are created. The Milestones will save upon creation automatically.
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