Projects
Understand and manage projects in Drum, including task pricing, budgets and resource estimates.
By Ellen@Drum and 2 others3 authors14 articles
How-to Guides
Complete project tasks in Drum, from creating a project structure and budget to managing your work.
- Create a project structure and budget from scratchCreate a new project, organise its deliverables and tasks, and set the original budget in Drum.
- How to duplicate a projectCopy an existing project’s structure, budgets, rates and staff, and see which created notifications fire.
- How to update a project taskChange a task’s status, day-only start and due dates, assignees and note, including when someone stays assigned.
- Set task prices and internal budgetsSet a fixed task price, calculate a price from resources, or keep a separate internal budget and contract value in Drum.
- Managing Project Variations in DrumProject Variations
Reference
Look up project fields, budget calculations and billing rules.
- Project creation fields referenceLook up the client, staffing, project details and claim settings on the Add a new project form.
- Fixed fee and time-and-materials billing referenceCompare deliverable billing methods and distinguish them from task pricing modes.
- Dynamic and fixed task pricing referenceLook up how resource estimates, expense estimates and manual prices affect task budget and contract value.
- Project budget and resourcing glossaryDefinitions of budget, contract, resourcing, variation and cost-to-complete terms used in Drum.
- Expense estimates referenceLook up the fields and budget treatment of expense estimates attached to project tasks.
- Variation types and effects referenceVariation scopes, structural changes, approval states, budget effects and who can manage variations in Drum.
Explanations
Understand project budgets, billing and changes to the delivery plan.
- Contract value and internal budgetUnderstand the difference between the client price and the internal estimate, and when a separate contract value shows on a project.
- How deliverables and tasks relate to invoicing in DrumUnderstand why a migrated project may need a different structure, and how deliverables, tasks and recorded time fit together.
- How project budgets are built in DrumUnderstand how task prices and resource estimates build your project budget, and why internal budget and contract value can differ.