Projects
Periscope makes managing projects a breeze! Find out everything you need to know about every Project in your studio. Manage the entire life cycle of Projects, from first contact with a prospect to payment of final invoice.
More about Creating a Project.
Clicking on the Project tab will take you to a list of all your current projects and – just in case the list gets rather long – Periscope provides several ways to view the list:
View by status
There are 4 different types of Project Status in Periscope. By default Periscope displays Projects that are currently In Progress but the drop down list provides several other options:
- Prospect: A job that might or might not come off. It’s not yet a firm order.
- In Progress: A job that has been confirmed and is underway.
- Invoiced: N.B. Periscope doesn’t have a status called ‘Completed’ or ‘Finished’. All jobs remain ‘In Progress’ until you mark them as ‘Invoiced’ or ‘Dead’.
- Dead: You can’t win ‘em all, so when a job doesn’t come off, mark it as Dead.
Periscope knows that Projects sometimes rise from the grave so even your Dead Projects are safely stored away and can be reviewed at anytime.
View by client
Click on this drop down list to view all current projects classified in Alphabetical order by name of client.
View by owner
Click on this drop down list to view all current projects classified by project owner. If you work on your own then this’ll always be you but if you manage a team of people you might like to see who’s in charge of what Projects at any particular moment.