Please note that since you are working on a web application, do not forget to save the form frequently and before each main step on the screen
First go to the Client space and find your client.
Click on PROJECT under Production tab to create a new one with the client detail and rate card.
Fill the project details, add a title, due dates, then production dates. You can also select a content format from drop down menu. Then you can add the service items required for the production.
You pick them up from the catalog.
Let’s take as an example; we are looking to book a studio, with 2 cameras and 2 cameramen.
Select the studio onto the “Equipment” tab from the catalog.
Click on the Camera, then change the catalog tab and select the Staff then click on cameraman.
You can review, if necessary, the production date and time.
Click on the camera and enter “2” in the Quantity field., then click Validate. You do the same for the cameramen, open the financial window and enter “2” in the quantity.
If you decide to add a discount, you can go ahead and enter it in the discount field.
Let’s add a short comment.
Prior to publishing the project statement or quotation, you should review the default value for publishing, where you can create a document based on the company, the language, the currency. Now please save all your settings and project content. You can now select a template and create your document as a pdf file.
This marks the completion of this module. Please save all your data and settings prior to exiting.
You are now ready to schedule your resources.