Services Management

This chapter focuses on the management of contracts, and the services associated with that. The complete process of managing services is studied here: from defining prices and contracts to automatically invoicing the services, through planning and the treatment of additional costs such as expense receipts.

For this chapter you should start with a fresh database that includes demo data, with sale, project and all of their dependencies installed, and no particular chart of accounts configured.

• Managing Service Contracts
  • Fixed Price contracts
  • Cost-reimbursement contracts
  • Fixed-price contracts invoiced as services are worked
  • Contracts limited to a quantity
• Planning that improves leadership
  • Planning by time or by tasks?
  • Creating plans
  • Good planning
  • Planning at all levels of the hierarchy
• Treatment of expenses
  • An integrated process
  • Claiming expenses