Manage Projects

The process of managing a project record within Sonido Software is critical in keeping the overall project flow organized and efficient. There are many moving parts from start to finish in a project, and relying upon memory alone sometimes isn't enough. By effectively and regularly documenting the project details within your Sonido account, you'll have a thorough and reliable record of all your project information and progress.

After selecting a project from the project list, the project record will open. This view is designed as a project workspace, allowing you to easily view necessary project information, document session notes, upload project files, review bookings, deliver final project files, and much more. 

In effort to provide easy access to your project management tools, the information cards for the project details, primary contact details, and band/group details show truncated; you can select the "View Full Details" button to expand the details to view all fields related to the project.

At the top of the view, to the right of the lead name, you will find the project stage. Updating the stage is as easy as selecting the stage name and selecting a new stage from the list that appears.

Similarly, each project has a project tracking visual indicator. You can update the percentage complete on a project by simply selecting the project progress chart and entering the appropriate value that represents the current percentage complete.

 EDITING PROJECT DETAILS

The project contains important details in several organized panels, including the Project Summary information, Client Summary and Group Information. Any of these details may be edited by selecting the small pencil icon in the top corner of each panel.

PROJECT NOTES

The Notes section on the project is critical for documenting session notes, important details, progress reports, and more. Be as detailed as possible when populating notes, as a more comprehensive note record will help to better remember details and conversations for future recall.

Every note entry becomes a permanent record on the project. The saved note includes the name of the user that created the note, along with the date and time that the note was recorded. If you have multiple users in your account, you'll be able to see all notes recorded by every user working the project.

PROJECT TO DOS

The To Dos section on the project is a form of To Do list (or task list) that you create for the project. These are generally not to dos that you would schedule on a calendar, but more of your checklist for items that need to be accomplished in relation to the project overall.

 

When creating a to do from the project record, the association defaults to the project. You can set a reminder with a date and time that will prompt you through a system notification. 

PROJECT BOOKINGS HISTORY

The Bookings tab on the project displays a convenient history of all calendar bookings for the project as a reference. As new calendar bookings are created and associated with the project, they'll display in the Bookings section.

 

PROJECT SONGS

The Songs tab on the project displays a list of any songs that have been created for the project, along with some metadata content. 

To create a new song for the Project, select "+ New Song". 

In the Add Project Song dialog, you can populate the information relevant to the song, such as the Song Name, Key Signature, Meter, Tempo and any Notes that you'd like documented for the song.

You also have the option to assign song participants, such as the Music Songwriter, Lyrics Songwriter, Producer or Engineer. Select the Participant Name field to select a contact that already exists within your Sonido CRM, then select the Participant Type to determine what role they had in the creation of the song. The Phone Number and Email Address will automatically populate based on the Participant's contact record within Sonido, but you can make any necessary changes before saving the song

If the desired Participant doesn't yet exist in your Sonido account, you can select the "+ Add Contact" button below the Participant Info to create a new contact and assign to the new song record (the new contact will also automatically save to your CRM).

To add additional participants, simply select "+ Add Participant" to add a new Participant block and make the appropriate assignments.

After the song details have been fully populated, you may save the song. The saved song will display on the Project within the Songs tab, and you can move forward with creating additional songs as necessary.

These songs currently display within the Sessions Report and are a reference on the Project file.

PROJECT FINANCIALS

The Financials tab within Projects breaks down a summary of all Invoices and Payments related to the Project. This view helps you to see all relevant financials within a single view, and also includes options to create new Invoices, review existing Invoices or Payments, and take client Payments - all from this same view. 

INVOICES

In the Invoices section of Project Financials, you will see any invoices that have been created and linked to this Project. If you have more than one Invoice linked to a Project, each will show up in this view on a separate line. This view includes the Invoice Date, the Invoice Number, the Invoice Status, the Total Invoice Amount, and the Outstanding Balance. 

The "+ Create Invoice" button will allow you to create a new Invoice for this Project without leaving this Project itself. 

You also can select the "Make Payment" button to record a payment manually, Pay via Stripe ("Pay with Credit/Debit Card") or Pay via SensePass ("Pay with eWallet, Payment App or Bank"). The latter two options will only display if you have the payment gateways turned on for your Sonido account.

PAYMENTS

In the Payments section of Project Financials, you will see any payments that have been captured for Invoices on this Project. If you have more than one payment recorded, each will display on a separate line; if you have more than one Invoice linked to a Project, each Payment will indicate which invoice it's related to. This view includes the Payment Date, Payment Invoice Number, Payment Type, Payment Amount and Outstanding Balance. 

 

DELETE PROJECT

If you need to delete a project record, you can do so through the Delete button. A confirmation dialog will appear where you will confirm that you want to delete the record. This action cannot be undone, so please be sure that you want the record deleted before moving forward.