Project Journal Overview

NavigationManagement, Project Control

The Project Journal feature allows you to add and view journal notes for a project. Project Journal is a centralized repository of project issues, events, billing decisions, change orders and other qualitative information related to a project. By tracking project information in one ‘central’ place, you do not waste time trying to get in touch with the project manager or employee about a project.  

A project journal is useful in the following situations:

• When billing, record all billing decisions and notes for later reference and analysis
• As part of the company’s continuous improvement and client evaluation process, use journals for post-project analysis
• Record journal notes for collections conversations

Although you can create journal notes for many items, you can create them from the Manual Invoice, Project Journal and Vendor Bills screens. These journals link to bills, invoices and payments. You can also add time entry memos to the project journals.

Web Suite offers three Project Journal options:

• Journal Category: You can create your own journal type or category. You can also make pre-existing categories inactive.
• Project Journal: You can view existing journal entries of all types and dates for any project, employee, client, group and so on. You can also create a new journal entry for any category.
• Web Suite screens: You can create journal entries directly from a Web Suite screen such as Manual Invoice and Vendor Bills.

Changing some attributes of the project like the Client, Project Manager, Contract Type, Contract Amount and Project Status in the Project screen creates a project journal automatically, providing the date when any of these fields were changed, the Employee ID of the user who made the changes and the journal note.