Projects
Understand and manage projects in Drum, including task pricing, budgets and resource estimates.
By Ellen@Drum and 2 others3 authors17 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.
- How to set up and track project milestonesSet up milestone types, add milestones from Programme or the Resourcing tab, move them, mark them achieved, reopen or delete them, and move linked milestones with a deliverable.
- 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.
- How completed and over-budget tasks work in cost-to-complete estimatesHow tasks that were 100% complete carry forward into a new cost-to-complete estimate, what Estimate suggests for over-budget tasks, and what isn't covered.
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.
- What milestones are and when to use themMilestones are named, dated points on a project, like a council approval or practical completion. How they differ from deliverable dates and billing milestones, where they show, their history and…
- 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.