Project and calendar
Create projects, schedule work in the calendar, register order costs, and print reports.
This guide will help you get started with using the project module effectively.
All expenses you register on your orders in Xena must have a cost type. Learn more about Cost types and Cost type groups here.
If you need to consolidate multiple sales orders and have an overall financial overview, the project module in Xena is just what you need.
It is possible to associate orders to projects or projects to orders. This allows for a comprehensive overview of the entire task if a customer project becomes more extensive than initially anticipated.
The project status overview provides you with a very good overview of your projects.
If you want to have expenses approved in different ways in your fiscal, here are the options available for setting this up in Xena.
In the 'Cost registration' menu, you can register both product consumption and hourly consumption.
All time registrations on orders must be approved, either by the order responsible or an administrator.
Learn how to search for order costs, either through the order or via the voucher.
If you've mistakenly recorded a cost under the wrong task, don't worry – you can relocate or edit it. This guide also covers how to manage associated documents.
An easy way to invoice on a project basis, whether it is a regular invoice or a pay-on-account invoice you want to send.
If you use our Project module, you have access to reports related to the Project app.
On sales orders and projects, you can create budgets categorized by cost types. These budgets are used for generating statistics and reports.
Integrated with the project module and mobile time registration, the calendar can be used to schedule tasks/absences for employees and teams.
With access to the Calendar in Xena, you can schedule tasks for your employees or teams
Team tasks are assigned to groups of employees instead of individuals or fixed time slots.
If you use EG TraceTool, with this integration you can transfer your tool and equipment handouts to orders in Xena.
You can import costs to your sales orders using a CSV file, for example, from EG Construction Site.
With this feature enabled, your employees receive a receipt for their digital time registrations before they are approved.