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- Publishing House ERP
- Process
- Project cost review
Project cost review
This process gives the team a shared handoff for a title. Start with an actual manuscript or project and let each named person find the records they must act on. The status on one record does not stand in for a decision on another.
Step by step
-
Set budget Publishing Director
Publishing Director enters the project budget and owner.
- Publishing Director enters the project budget and owner
- Updates Projects
-
Record costs Finance Lead
Finance Lead enters dated category and amount against the project.
- Finance Lead enters dated category and amount against the project
- Updates Project costs, Projects
-
Review cost status Finance Lead
Finance Lead follows draft, approved and paid entries.
- Finance Lead follows draft, approved and paid entries
- Updates Project costs
-
Review project position Publishing Director
Publishing Director compares recorded costs with the budget and open tasks.
- Publishing Director compares recorded costs with the budget and open tasks
- Updates Projects, Project costs, Production tasks
Who does what
Roles and permissions- Publishing Director
- , Finance Lead.
- See [roles](/publishing-house-erp/roles) for the working access model.
Set up Publishing House ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.