Overview
BQE CORE is a project-centric system that supports an unlimited number of projects. Project-centric means that a project is the core element of a relationship between a company and its client. It defines the scope of work done for a client: how it should be processed and how it should be billed. Thus, every client must have at least one project because that is the foundation for all the time tracking, billing, and accounting done in CORE.
A project can link to other projects to form a hierarchy (parent-child relationship). In CORE, projects can be broken down into phases. It supports up to four levels of hierarchy. You can treat each phase as a separate entity and bill it separately. Each part can be treated as one of many parts that make up the whole. In this case, you can bill all the phases together on a joint invoice. Throughout CORE, if you select a parent project, it auto-selects all its phases on lists that show project hierarchy. CORE displays the breadcrumb trail to enhance accessibility and improve the visibility of phases within the project hierarchy.
In CORE, project types are indicated by specific icons that help users easily distinguish between different types of projects. These icons are useful for quickly identifying whether a project is a Main type (parent project) or Standard
(parent or child project).
The Projects screen is used to create projects and manage project-related information. You can see their settings, progress, and transactions as well (with ability to drill-down into the details). Click to watch this video on creating projects in CORE.
Project managers are typically responsible for creating project profiles. It is important for them to understand the contract types and their effect on the billing process. Though you can change it any time, it is best to choose the right contract type while setting up your projects. Besides managing projects, CORE allows you to do project-level accounting as projects are considered profit centers. CORE also gives project managers the ability to monitor the project progress using Project Snapshot by quickly reviewing important KPIs for each in the list view without having to navigate to project details or run reports.
The Projects screen supports quick search. Each browser tab maintains its own search independently, so filters in one tab do not affect another.
Note: You can get a visual overview of this feature in CORE from the Project Management flowchart.
All the project-related information and settings are grouped as below for better organization and ease of access.
|
Projects > |
||
| List View > | ||
| Project List View | ||
| Detail View > | Project Center | |
| Overview | ||
| Structure | ||
| Budget | ||
| Transactions | ||
| Documents | ||
| To-Dos | ||
| Notes | ||
| Settings > | ||
| Details | ||
| Billing Options | ||
| Billing Schedule | ||
| Assignments | ||
| Custom Fields | ||
| Monitoring | ||
| Assets > | ||
| To-Dos | ||
| Notes | ||
| Documents | ||
| Submittals | ||
| RFIs | ||
| Drawings | ||
| Templates & Tools > | ||
| Project Templates | ||
| Budget Templates | ||
| Fee Schedules | ||
| Project Assignments | ||
How To
Mark Screen as Favorite
You can mark or flag the most-often used and important screens in CORE as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in CORE from User Settings.
To mark this screen as your favorite, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- In the list view, click
on the top-right.
- You can access this screen from the side menu under Favorites.
You can also check the detailed video on marking screens as favorite in CORE.