Control
Project List Standard & Custom | Budgeting Options | Project Groups | Integrate External Projects | Timesheet | Project Report and Profitability | Filters, Smart Filters, LabelsProject List Standard & Custom
Projects > Client Projects
Standard: Quick Overview of All Projects
Budget Bar
How much has been accomplished relative to the budget?
The budget progress bar (1) in the project list provides a clear view of how much of the budget has been used (hours = light green and additional services = dark green). Clicking on the bar takes you directly to a more detailed project report.
How much has already been invoiced?
A small grey bar below the budget progress (3) indicates how much of the budget has already been invoiced. If additional amounts are planned for invoicing via the invoicing plan, these are also shown in light grey here.
Using the Smart Filter "Over Budget" (5), you can specifically filter for projects over budget.
» Notification Options
The budget progress bar (1) in the project list provides a clear view of how much of the budget has been used (hours = light green and additional services = dark green). Clicking on the bar takes you directly to a more detailed project report.
How much has already been invoiced?
A small grey bar below the budget progress (3) indicates how much of the budget has already been invoiced. If additional amounts are planned for invoicing via the invoicing plan, these are also shown in light grey here.
Using the Smart Filter "Over Budget" (5), you can specifically filter for projects over budget.
» Notification Options
What is currently billable?
The green amount (2) shows the potentially billable items. These can be hours (projects based on effort), additional services, and/or items from invoicing plans (fixed-price projects). A click leads directly to the invoicing option.
Using the Smart Filter "Billable" (5), you can specifically filter for projects with billable items – and use bulk invoicing if needed.
» Notification Options
Using the Smart Filter "Billable" (5), you can specifically filter for projects with billable items – and use bulk invoicing if needed.
» Notification Options
Target Date
Where is a target date pending or has been reached?
In the project list, an exclamation mark is displayed to the right of the budget bar (4). Hovering over it shows the target date, and clicking allows you to move or delete it.
Using the Smart Filter "Over Target Date" (5), you can specifically filter for projects that have reached the target date.
» Notification Option
In the project list, an exclamation mark is displayed to the right of the budget bar (4). Hovering over it shows the target date, and clicking allows you to move or delete it.
Using the Smart Filter "Over Target Date" (5), you can specifically filter for projects that have reached the target date.
» Notification Option
Project Status
Only active projects should be in the project list. Fully invoiced projects are archived to keep the project list tidy. Debtor management happens under "Invoicing".
Mark completed but not yet invoiced projects?
If needed, you can mark completed projects with a specially created label as completed – and display them filtered with one click. Archive the project after the final invoice.
» More Info on Project Workflow – From Creation to Archiving
Mark completed but not yet invoiced projects?
If needed, you can mark completed projects with a specially created label as completed – and display them filtered with one click. Archive the project after the final invoice.
» More Info on Project Workflow – From Creation to Archiving
Filter Options
- The general filter can be accessed at the top right via the filter icon or with "F".
- With "Q", you can directly filter for your own projects.
- Using labels, you can mark/categorize projects and use them as filters.
- Smart Filters offer an additional option for tasks to be completed.
Custom: Display Your Own Columns
Are certain pieces of information particularly important to you in project controlling? All users with full access rights to projects see the "Custom" selection at the top right and can use it to compile their own flat, sortable list.
The following additional columns are available, among others:
- Custom Fields
- Accomplished: Total (number) of recorded services. Linked to the project report.
- Hours: Total number of hours recorded on the project. Linked to the project timesheet.
- Billable hours and additional services: While "Billable" includes all billable items (also from invoicing plans), here you can focus more specifically on the individual types. Linked to the project's invoicing page.
- Remaining: Specifies the budget not yet invoiced, similar to the indication under "Invoicing" > "Billable". Linked to the project's invoicing page.
- Effective Hourly Rate: The effective hourly rate calculated based on the amount already invoiced minus additional service costs, indicating the hourly rate per accomplished hour. (Displayed in account currency).
- Created on: Indicates when the project was created. You can find this information in the history on the project page (Notes & Files).
- Planning: Indicates whether the project is over- or under-planned.
Export
You can specifically export your chosen project data via the export option at the top right.
Budgeting Options
Project
A budget for the entire project (entered in the project form) is optional for time and materials projects but mandatory for fixed-price projects.
» Budget control regarding recorded services in the project list and in the project report – including notification options.
» Budget control regarding invoiced amounts in the project list
» The remaining budget is displayed as remaining hours in time tracking if this is enabled.
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» Budget control regarding recorded services in the project list and in the project report – including notification options.
» Budget control regarding invoiced amounts in the project list
» The remaining budget is displayed as remaining hours in time tracking if this is enabled.
(English image not yet available)Additional Services (usually external costs)
If part of the project budget is reserved for external costs, this portion can be entered in the project budget (blue link below the input field)
» The budget progress is shown based on the recorded additional services ("within budget") in the project under "Additional Services".
» The remaining hours for time tracking (internal services) are accordingly reduced.
» The planable hours (capacity planning) are accordingly reduced.
» Besides the proportional budget, there is also the option of cost pools
» The budget progress is shown based on the recorded additional services ("within budget") in the project under "Additional Services".
» The remaining hours for time tracking (internal services) are accordingly reduced.
» The planable hours (capacity planning) are accordingly reduced.
» Besides the proportional budget, there is also the option of cost pools
Month
For retainers or a hourly quota, MOCO offers the monthly budget as an alternative to the listed budgeting options. In addition to monthly control in the project report, there is also a notification option.
Service & Person
If needed, services or employees can be budgeted (1). If services from a proposal are adopted for time tracking, MOCO automatically sets the budgets.
» Budget control in the project report (2) – including notification options.
» For budgeted services, the remaining budget is displayed as remaining hours in time tracking if this is enabled.
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» Budget control in the project report (2) – including notification options.
» For budgeted services, the remaining budget is displayed as remaining hours in time tracking if this is enabled.
(English image not yet available)Project Groups
Large projects, such as accounts or campaigns, are typically divided into smaller sub-projects. In MOCO, sub-projects are treated as regular projects. A group consists of selected projects.
Create Project Groups
Activate project groups in the settings under "Projects". The new navigation point "Project Groups" (1) will then appear under "Projects". Here, you can create (2) and manage project groups.
Custom Fields
The project group details (3) can also be individually supplemented via Custom Fields.
Custom Fields
The project group details (3) can also be individually supplemented via Custom Fields.
(English image not yet available)Controlling, Reporting
Budget
The budget refers to the total amount, such as the account sum, and you gradually assign projects to it. Without entering a budget, the budget automatically sums up from the budgets of the assigned projects.
Monitoring Performance & Invoicing Progress
Similar to the project list, the budget bar indicates the performance and invoicing progress (3).
Timesheet
In the side menu of the project group, you will find the Timesheet, similar to the client and project levels, through which you can create a PDF for the client, as well as correct or reallocate entries.
Report
The report for the project group is similar to the Project Report and provides information on total hours, profitability, etc., at the group level (4). It can be shared with the client like the project report (5).
The budget refers to the total amount, such as the account sum, and you gradually assign projects to it. Without entering a budget, the budget automatically sums up from the budgets of the assigned projects.
Monitoring Performance & Invoicing Progress
Similar to the project list, the budget bar indicates the performance and invoicing progress (3).
Timesheet
In the side menu of the project group, you will find the Timesheet, similar to the client and project levels, through which you can create a PDF for the client, as well as correct or reallocate entries.
Report
The report for the project group is similar to the Project Report and provides information on total hours, profitability, etc., at the group level (4). It can be shared with the client like the project report (5).
Invoicing Project Group
In the list under "Project Groups", click on the green, billable amount on the right to directly create the collective invoice, just as you are used to in the Project List. Alternatively, you can also use "Show Billable Items" on the project group's detail page (see 3).
Integrate External Projects
If a portion of your project is being handled by a partner company, you can keep track of the overall progress of your project through a linkage.
Here's how to link sub-projects managed by a partner company:
In the project report, under the "Completed" tile, you can enter the external project via the "Link" icon (1) using a link (2). The progress of the external project will then be included in your own project's progress. It is visible in both the project report and the project list – and it also affects the project progress notifications.
Where do I get the link?
To link an external MOCO project, you need the shared link to the project report. This can be activated and copied at the top right of the project report. Ask your partner to provide you with this link.
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Good to know
Where do I get the link?
To link an external MOCO project, you need the shared link to the project report. This can be activated and copied at the top right of the project report. Ask your partner to provide you with this link.
(English image not yet available)Good to know
- If the expected external costs are set up as an additional service (as we recommend for freelancers), the additional service should be declared as "not in the budget" to avoid double counting the budget.
- The status of the external budget is synchronized every four hours.
- Internal projects cannot be linked. Use project groups for this purpose.
- Both projects – your own and the external – must be in the same currency.
Timesheet
The timesheet in the project provides detailed information on all time entries
The project management can adjust entries here, create a PDF for the client, or perform individual evaluations via Excel export.
In addition to the project timesheet, there are also overarching timesheets
Globally, for project groups, and for the client.
» All information on timesheets
The project management can adjust entries here, create a PDF for the client, or perform individual evaluations via Excel export.
In addition to the project timesheet, there are also overarching timesheets
Globally, for project groups, and for the client.
» All information on timesheets
Project Report and Profitability
In Project > Report
or click on the progress bar in the project list
or click on the progress bar in the project list
Current Project Status
The project report provides you with all the essential information about the current project status.
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(English image not yet available)Der Projektbericht bezieht sich immer auf das gesamte Projekt. Über den Jahreswechsler wechselt nur die monatliche Betrachtung oben rechts. Das "i" rechts oben in den Berichte-Feldern informiert zur Zusammensetzung.
Additional Option: Progress
If it makes sense for the project, you can display the "Progress" field (4) via the setting in the top right corner (3). Progress compares the total delivered/planned services with the budget over the timeline. The blue line indicates the current day – the red line shows the optional target date.
(English image not yet available)» Detailed explanation of the project report fields
Share Project Report
A limited view can be shared with the client (top right - 3)
Profitability
Revenue vs. Costs. MOCO prefers the budget for profitability assessment when the project is active and the invoiced amount has not yet exceeded the budget. You can change this via settings (Settings > Projects).
All Projects in Comparison
Location: Reports > Projects
All Projects in Comparison
Location: Reports > Projects
The overall report quickly reveals which projects are performing particularly well or poorly in terms of profitability.
» To the report on all projects
» To the report on all projects
Filters, Smart Filters, Labels
(English image not yet available)Filter (1)
Projects can be individually filtered. The filter option opens by clicking the filter icon at the top right – or even better: press "F" on your keyboard.
Keyboard shortcuts for quick filtering:
F = Toggle filter visibility
Q = My Projects
Keyboard shortcuts for quick filtering:
F = Toggle filter visibility
Q = My Projects
Smart Filters (2)
Targeted filtering for task completion
MOCO uses Smart Filters to highlight projects with specific characteristics. Typically, an action is required here, such as exceeding the budget, approaching the deadline, billable status, or lacking an invoicing plan. Clicking the small navigation point filters these projects specifically. You can also choose to receive notifications for these matters.
"Without Label" is optional
"Without Label" is optional
Labels (3)
Mark or categorize projects
With the help of Labels, projects are categorized or color-coded. This allows for targeted filtering and evaluation.
Example Application 1
For personal workflows, projects can be temporarily marked. For instance, the project manager marks a project with the label "Completed" to signal to the accounting department that the invoice can be issued. The accounting team can then click the label to display only these projects.
Example Application 2
Labels are popular for projects handled under a pure hosting contract. Simply create a "Hosting" label and label all relevant projects accordingly. Since the chosen filtered view is saved until the next visit, you can also specifically hide hosting projects by selecting all other labels collectively.
Example Application 1
For personal workflows, projects can be temporarily marked. For instance, the project manager marks a project with the label "Completed" to signal to the accounting department that the invoice can be issued. The accounting team can then click the label to display only these projects.
Example Application 2
Labels are popular for projects handled under a pure hosting contract. Simply create a "Hosting" label and label all relevant projects accordingly. Since the chosen filtered view is saved until the next visit, you can also specifically hide hosting projects by selecting all other labels collectively.
