Projects and Bookings Basics

## Projects and Bookings Basics  In NexusRMS, Projects are your bookings or rentals. They bring together clients, equipment, crew, and dates into a manageable unit. ### What is a Project? A Project represents a rental job from start to finish: - **Client** - Who you're renting to - **Dates** - When equipment is needed - **Equipment** - What's being rented - **Crew** - Who's working the job - **Financials** - Quotes, invoices, payments ### Accessing Projects Navigate to **Projects** in the sidebar. The default view shows your active and upcoming projects. ### Project Lifecycle 1. **Draft** - Initial planning stage 2. **Quoted** - Quote sent to client 3. **Confirmed** - Client accepted, booking locked 4. **Active** - Currently in progress 5. **Completed** - Job finished 6. **Invoiced** - Final invoice sent ### Creating a Project 1. Click **New Project** 2. Select or create a client 3. Enter project details: - Name/title - Start and end dates - Venue/location 4. Add equipment from your inventory 5. Assign crew members 6. Save as draft or generate quote ### Sub-Projects For complex events with multiple stages, use sub-projects: ``` Festival 2025 (Main Project) ├── Main Stage (Sub-Project) ├── VIP Area (Sub-Project) └── Backstage (Sub-Project) ``` Each sub-project has its own equipment and crew, but financials roll up to the parent. ### Key Actions - **Quick View** - Preview project details - **Edit** - Modify project information - **Duplicate** - Create similar project - **Generate Quote** - Create quotation - **Check Availability** - Verify equipment is free ### Calendar View Access the **Calendar** to see projects visually: - Month, week, and day views - Color-coded by status - Drag to reschedule - Click for quick actions