Skip to main content

Organization and default settings

Departments, levels and settings that apply to the whole organization.

5 articles
Why shouldn't I enter a project number on a test project?The project number starts the integration with the accounting system. A real number on a test project pulls in real invoices. Leave the field empty or turn off the integration.
What do I enter under Contract details on a project?Contract type, contract standard, client, project period, contract value excl. VAT and the contract document. The period and value are used in several places in AIMZ.
Can I combine several project numbers in one AIMZ project?Yes. Under advanced settings on the project, you add all the project numbers from the accounting system to be combined, and can choose accounts to ignore.
Where are the address and contact persons I enter on the project used?The address and contact persons are used automatically when you export a Change Order Client, provide information at portfolio level, and show who was project manager in the past.
Can revenue automatically follow cost on quantity-adjusted contracts?Yes, but it requires a dedicated configuration of how the final forecast is calculated. AIMZ sets it up together with you, also for incentive models.