Figure 9.1 — The Project form. Drawing to be produced after the UI/UX pass: the project form annotated — customer and manager, the billing method with its rate and agreed price, the service product, and budget hours.
- Code — from the project sequence (PRJ-001 and on); leave blank to take the next number.
- Name — the engagement in words; it appears in pickers, reports and the billing narrative.
- Customer — the client the project belongs to, and the customer its invoices are raised to.
- Manager — an employee; an approver of this project's time (§9.5).
- Billing method — Time and materials, Fixed price or Non-billable; chosen once, it decides how §9.5's billing treats the project.
- Hourly rate — the project's own billing rate. Set, it wins the rate hierarchy for every entry on the project; left blank, entries fall back to the employee's rate, then the service product's price.
- Agreed price — the fixed price, and the cap on progress billing. Meaningful only on a fixed-price project, and required there before anything can be billed.
- Service product — the service the invoice lines will sell. Billing refuses to run without one.
- Budget hours — the planned size of the engagement: the yardstick the project's actual hours are read against on its record.
- Starts on / Ends on — the engagement's window, for the record and for planning conversations.
- Status — Active, On hold or Completed, with an Active toggle beside it; only an active project takes new time (§9.5).