Getting Started with Fresh Projects - Company Settings (1 of 5)

Part 5 - Monitoring & Adjusting the Plan

This is the first in a 5 part series of posts that will take you through setting up and using Fresh Projects to manage your projects effortlessly.  

Enabling the New App

  1. Go to https://app.freshprojects.co.za
  2. If you are already logged in to Fresh Projects from an earlier session, click on the Sign Out button in the top right corner
  3. Sign in to Fresh Projects by clicking on the 'Sign in with LinkedIn' button

Setting Up Your Company

  1. First set up all your Job Categories in your company (e.g. Director, Engineer, Draughtsman, etc) by going to Company > Job Categories
  2. You can add new Job Categories by clicking on the 'Add Job Category' button in the top right corner. 
  3. For each Job Category, you will be asked to enter the default settings for that category. These settings  will be used whenever you add generic resources from that category to a project plan.
  4. Make sure you click on the Save button before moving on.
  5. Secondly, add all Employees in your company (Company > Employees) 
  6. While the Hours Per Day, Days Leave, CTC and Direct Time Ratio are loaded from the Job Category defaults,  they can be overwritten for each individual employee - allowing you to achieve much more accurate costings on your projects.
  7. Over time Fresh Projects will automatically calculate the exact Direct Time Ratio (or utilisation) for each employee, however the value you enter here is initially used before a sufficient history has been captured.
  8. If you are not sure what each field represents, hover your mouse over the entry box to get a helpful hint.
  9. Don't forget to Save your changes as you go.
  10. Finally, you need to configure your Company Settings (Company > Settings)
  11. Again, Fresh projects will automatically calculate your company's overhead ratio over time, but an initial starting point is required.

Company Overheads

  1. To add overhead projects, click on Company > Overheads, then click on the New Overhead button at the top right of the page.
  2. You can add sub-categories to your overheads, for example :
  3. Click on the Save icon to save your changes.
Now you are ready to proceed to Creating Projects