Proposed Works - Overview

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Proposed Works

Overview

A Proposed Work is a separate fund set up to handle big, one-off jobs. It helps gauge interest in potential work, and allows you to collect money upfront before the work starts.

Any money collected for these jobs is kept separate from the Development and/or company accounts and not used to cover normal costs. Once the work is officially approved, clients who haven’t paid yet will be billed.

There are two types of Proposed Works available:

1. Normal - a request for monies for a proposed work
2. Voting Only - a request for votes from clients on whether the work should be carried out
   

You can start out with a Voting Only type, and convert it to Normal later on in the process. 

The Proposed Works tab

Proposed Works are created and managed from the main Proposed Works tab.

Once you have created a Proposed Work, you can use the filters in the Proposed Work Filter/Search to find it.

The "Default Proposed Works Search Filter Current Only" System Setting allows you to configure whether the search filter on the Proposed Works tab defaults to Current records only, or All records.

To open a Proposed Work from the grid you can either highlight the entry and double click, or highlight and click the Amend button in the bottom action bar.

Proposed Works Statuses

Status	Description	Notes
AQ	Awaiting Quotes	A Proposed Work will be at AQ status when created from an Estimate, until you request funds or votes.
ACF	Awaiting Client Funds	A Proposed Work will change to ACF when the Request Funds button has been clicked to request payment from clients.
ACV	Awaiting Client Votes	A Proposed Work will change to ACV when the Request Votes button has been clicked to request votes from clients.
CAI	Complete Invoice Received	A Proposed Work will change to CAI when funds are released to the client accounts.
CAN	Cancelled Before Funds Received	A Proposed Work will change to CAN when the Cancel button is clicked, and No is selected on the pop-up asking if the reason is due to lack of funds.
CIF	Cancelled Due to Lack of Funds	A Proposed Work will change to CIF if the Cancel button is clicked, and Yes is selected when the user is asked if they are cancelling due to lack of funds.
WIP	Work in Progress	A Proposed Work will change to WIP when a job is created.

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