Projects is similar to job costing for it helps you organize all the pieces that make up a project. It includes transactions, time, and running reports so you always know how your project is doing.
A few things to remember:
In this article:Turn on Projects in Settings
Create and track your projects
Move existing transactions into Projects
How to send a feedback
- Select the Gear icon at the top, then Account and Settings (or Company Settings).
- Select Advanced.
- Go to the Projects section then select the pencil icon to turn on the feature.
- Select Save, then Done.
Note: To turn off Projects, simply repeat steps 1-3, then uncheck the Use project financial tracking box.
Set up your first project
- Select Projects from the left menu.
- Select New project.
- Enter the Project name, then choose a Client.
- You can add a note now or later, then select Save.
- Your new project card opens so go ahead and select it.
- Now you can add an invoice to your project by following these steps:
- Select Add to project at the top, then Invoice.
- The Project name auto-populates, so just enter an invoice, then choose Save.
- You can also add other transactions to your project by following these steps:
- Select Add to project, then choose Expense (or Time, Bill or Purchase Order).
- Enter the vendor/supplier's name, then fill in the other details. You can also add multiple projects on multiple lines.
- Select Save.
Add a transaction to a project outside of Projects
- Select the Plus (+) icon at the top, then Invoice (or any other transaction you want to enter).
- From the Customer/Projects drop-down menu, choose the Project name.
- Enter the necessary information on the Invoice.
- Select Save.
Run project-specific reports
- Select the project.
- Choose any of the reports:
- Project Profitability
- Non-billable Time
- Unbilled time and expenses
Note: The more transactions you assign to your project, the more insights you will see in the reports.
If you are using sub-customers, you can merge transactions into your project by changing the name of the sub-customer to be the same as the project. Here's how:
- Set up the project under the same parent customer as the sub-customer. The project must be named differently from the sub-Customer.
- Go back to Customers, then choose the sub-customer.
- Edit the name of the sub-customer to the project name, then choose Yes to merge.
Note: All transactions for that sub-customer will now be in the project.
For more information about moving existing transactions into Projects, see Convert existing sub-customers and transactions into a Project.
We'd love to hear your feedback. You can send comments and suggestions by selecting the Gear icon, then Feedback. Tell us how it’s going and what we can do to make Projects better.