Khanal Group

K-Projects

Connect K-Projects to K-Tender, K-CRM, K-Survey and K-Finance

K-Projects receives work from K-Tender, K-CRM and K-Survey, and sends approved costs to K-Finance. Each link shows you the details first and creates nothing until you confirm.

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What you need

  • Your K-Projects organisation linked to the same Khanal organisation as the other app
  • The Organisation admin or Project manager role to take in a hand-off
  • For K-Finance: the Organisation admin role and a link token from a K-Finance owner or admin
  • Your organisation using the other app on the same Khanal ID

Start a project from K-Tender, K-CRM or K-Survey

  1. In K-Tender, open the won contract and click Start project in K-Projects. In K-CRM, open the won deal and click Create project in K-Projects. In K-Survey, open the approved BOQ and click Send to K-Projects.
  2. Sign in to K-Projects if asked.
  3. Check the details K-Projects shows. Choose the organisation if you are asked.
  4. For a K-Survey BOQ, choose A new contract project or an existing contract project, and edit the site notes if needed.
  5. Click the confirm button (Create the project, or Take the BOQ in for K-Survey).

Send approved documents to K-Finance

  1. Ask a K-Finance owner or admin to make a link token in K-Finance under Links. It is shown once.
  2. In K-Projects, click your name, then Settings, then K-Finance.
  3. Paste the Link token from K-Finance.
  4. Choose Send documents dated from (the first day of this month by default).
  5. Click Connect.

Keep files in your own drive

  1. Click your name, then Connected storage.
  2. Click the connect button and finish the steps in Khanal Drive Connect.
  3. Come back to Connected storage and check it shows Connected.

Good to know

  • Sending the same contract, deal or BOQ again opens the project already made from it. Nothing is created twice.
  • Every 15 minutes, approved contractor bills, approved goods received, approved site expenses, paid payment-sheet lines and work-order payments go to K-Finance's review queue. Bank account numbers are never sent.
  • The K-Finance page shows what was sent and what was refused, with Retry refused, Send now and Disconnect.
  • Field logins are shared with K-HR: if K-HR already made a login for an employee code, K-Projects is added to it. The add-party form can also fill details from your company directory in Khanal ID.

Common errors

The button to send to K-Projects is missing in K-Tender, K-CRM or K-Survey

It appears only when your organisation uses K-Projects. For K-Survey, the BOQ must be approved. Ask hello@khanals.in if you use K-Projects and still do not see it.

"This hand-off from K-Survey has expired (older than 10 minutes). Press the button in K-Survey again."

Go back to the BOQ in K-Survey and click Send to K-Projects again.

"You cannot take BOQs in that organisation."

You need the Organisation admin or Project manager role in the K-Projects organisation linked to that company.

"That is not a K-Finance link token (it looks like kfl1.0123456789abcdef.… and is shown once in K-Finance)."

Copy the whole token from K-Finance again. If it was closed, ask the K-Finance admin to make a new one.

"Link this organisation to its Khanal organisation first."

K-Finance needs both apps in the same Khanal organisation. Link the organisation from Your organisations, then try again.

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Still stuck?

Email hello@khanals.in with the app name, what you clicked and the exact message you saw. Do not send passwords, PINs or authenticator codes. You can also use the contact page.