- Set up a new project
- With the instructions in this article, you can complete the first steps yourself.
We are happy to help you set up new projects in Alasco. If you would like, please contact your customer enablement manager or email@example.com.
To create a new project, you need three pieces of information in advance. It is necessary to create these in Alasco before creating the project:
- A property
- A contracting entity
- A workflow, defining the approval process of your invoices
As soon as you have stored these three pieces of information in Alasco, you can start creating the new project.
The main contractor of a project is automatically selected by the system when a new contract is created within the project.
Create a new project
To create a project in Alasco, go to the Master Data, then to the menu item "Projects", then click on the "+ Add" button at the top right of the screen.
In addition to the three items of information mentioned above (client, property and workflow), the name of the project and the applicable VAT rate are also mandatory.
You can also provide the following information:
- Type of budget allocation (cost elements or contract units).
- Change order workflow
- Invoice cover sheet template
- If the project is an apportionment project
- If the cash flow and cost monitoring should be shown in net or gross
The IBAN and BIC from the bank account from which most invoices are paid can also be stored here. This information is needed for the SEPA export.
For better handling when transferring invoices to DATEV Unternehmen online, you can enter the client and tax advisor number assigned by DATEV in the project. Alasco uses the number entered to automatically suggest the appropriate DATEV client to you during the invoice transfer.
Please note that you cannot change the type of budget allocation once the project has been created. Therefore, you should decide whether to use the cost elements structure, such as that of DIN 276, or a structure based on contract units.
If you have any questions, please get in touch with your Alasco contact person or submit a support request.
To create the project, click on the "Save" button at the bottom of the window.