Project value and SOW.

Money in UpRush starts with one number: the project value, the full price you agreed with the client. Everything else on the money side reads from it. Invoices bill against it, change orders adjust it, and the project’s Money tab shows how much of it you have invoiced, collected and still have outstanding.

This page covers three related things that are easy to mix up: the project value, the SOW number (the client’s own statement of work or purchase order reference), and the internal scope of work you write for contractors. Only the first two ever reach the client.

#Set the project value

You can set the value when you create the project (the Project value (optional) field in the new project dialog) or at any time afterwards.

1. 1
   Open the project and choose Edit in its header. The Edit project dialog opens.
2. 2
   In Project value, type the full project price. Grouping separators appear as you type, so you can enter plain digits.
3. 3
   Pick the currency in the selector beside the amount. It defaults to your workspace’s default currency (see Currencies).
4. 4
   Choose Save changes.

#Base value and current value

The number you type is the base value. When the client approves a change order, its amount is added to (or, for a reduction, taken off) the base. The project then shows a current value instead of a plain value.

• On the project header, the stat reads Current value. Click it to expand the breakdown.
• On the Money tab, Base + changes opens a short ledger: Base value, one line per approved change order (for example CO-01 Extra cutdowns +$1,500.00), and the Current value total.
• Only approved change orders count. Drafts, ones still awaiting the client, declined and void change orders never move the value.

Invoices bill against the current value, so the Remaining button in the invoice builder always means “everything not yet invoiced on the project as it stands today”.

#Project type decides whether it is billable

Each project has a Type set in the same Edit project dialog (and in the new project dialog). It decides whether money on the project counts at all.

On a pro bono or internal project the Money tab shows a type chip where the New invoice button would be, and the payment progress bar is hidden (a pro bono project is not a collections problem). To make one of these projects invoiceable, change its Type back to Client work. There is no per-invoice override.

#The project’s Money tab

Money roles (Owner, Admin, Team Manager, Finance and Sales) see a Money tab on every project. It holds:

• The Money card: the project value (or current value), a New invoice button, and three figures: Invoiced, Paid and Outstanding. Billable projects with a value also show a payment progress bar.
• A line such as “$4,500.00 not invoiced yet” with a Bill remaining button that opens the invoice builder for this project (or Fully invoiced against the current value. once nothing is left).
• The list of this project’s invoices with their status chips.
• The Change orders card (see Change orders).
• The internal Scope of work card, described below.

These figures are computed exactly the same way as the client’s own Money page in the portal, so you and your client never read different numbers. See The portal’s Money page.

#SOW number (the client’s reference)

Many clients issue their own statement of work or purchase order number and need it on every invoice so their accounts team can match it. UpRush keeps that as the project’s SOW number.

1. 1
   Open the project and choose Edit (or fill it in when you create the project).
2. 2
   Type the reference in SOW number (optional), for example 4471-B. Up to 64 characters.
3. 3
   Choose Save changes.

The number shows as a small SOW tag on the project header and is printed on every invoice for the project. It is read live, so if the client sends a corrected PO number, updating the project updates every invoice that shows it. You can switch the line off on invoices with the SOW number toggle in Invoice design.

#Scope of work (internal, for contractors)

Separately, a project can carry a full scope of work: the brief you hand to contractors, with objective, deliverables, formats, milestones and terms. It is marked Internal only because it can include what you pay contractors. Clients never see it.

1. 1
   Open the project’s Money tab and find the Scope of work card.
2. 2
   Choose Create new to write one from scratch, or Link existing to reuse a scope you already wrote for a task.
3. 3
   For a new scope, give it a SOW title and fill in the sections you need: Objective, Background, deliverables, Revision rounds included, Deadline, milestones, Formats, Not included, Payment summary, Licensing and Terms.
4. 4
   Choose Create scope of work.

Scopes are versioned. When the brief changes, choose Add version, update the content, describe it in What changed, and save. Versions are permanent, so you always have the history of what was agreed. A scope linked from a task can be removed from the project with Unlink; it stays on its original task with every version.

Scopes of work also travel with contractor quotes. See Opportunities and quotes.