Below, you will find information about the necessary settings in projects, how the quantified items are set up in projects and reported through Next Mobile, as well as what the follow-up on performed quantities looks like.

Before you start working with quantity contracts, the following prerequisites are needed:

• Internal procedure for who imports quantity lists/quantified items and at what stage.

• Internal procedure for who reports performed quantities based on the quantity list.

• The "Quantity Contract" feature must be enabled in Next Project. You can check this through a checkbox in the project card. If it is not activated, Next support can assist you.

• The Journal module must be activated in Next Project, and individuals involved in import, reporting, and invoicing must have the correct permissions.

Projects

1. Start by creating a project in Next Project according to the usual routine. It is also possible to create projects from a template. For more information on creating a new project click here.

2. Check that the "Quantity Contract" box is ticked in the project card:

   

3. Save. The project is now set up to handle quantity contracts.

Work Orders

Below you will find a description of how to quantify different items in the Work order module. The procedure below describes the scenario where time and costs are reported on work order 1 (Actual performed cost), and project progress on work order 2 (Quantity).

You can choose to quantify and divide items on several different work orders; however, it should be clear for the person reporting performed quantities so that reporting occurs on the correct work order.

1. Go to the Work order module

2. Create a new work order, named Quantity in the image below, and select it.

3. Add the items you want to quantify. It is possible to add them manually, fetch them from the price list, or import them from Excel. Te read about how to import data from Excel click here.

4. The order lines that have a value in Calculated quantity are now selectable for reporting in a favorite list in Next Mobile.

Important things to consider!

For the financial follow-up to be correct, it is essential to consider a few things:

1. Check that "Performed qty" is set to 0 when importing quantified items.

2. Ensure you have the "Calculated quantity" column turned on and that it displays the correct value.

3. Check that the Unit cost is set to 0. If there is a value here, replace it with 0. This is crucial because the costs in the project are registered on work order 1. If there is a value in Unit cost for the quantified items, there is a risk of duplicate costs.

   

Useful Tips

• Name the work orders so that it is clear where time and costs are accumulated and where progress reporting occurs.

• If quantification occurs on several work orders, consider whether it is possible to work with work order statuses to hide the work orders that are completed or not relevant.

• Create a clear internal routine for who handles the reporting of performed quantities.