New Project
A Project groups the work, costs and billing for a single engagement. It captures the customer, the value, the timeline and the tasks — so progress and profitability can be tracked in one place rather than inferred from scattered invoices.
Overview
Projects suit any engagement delivered over time rather than sold off the shelf: installations, consulting, construction, service contracts. Costs and revenue both attach to the project, which is what makes profitability answerable.
Where to find it
Go to CRM > New > Project.
Form Fields
| Field | Required | Description |
|---|---|---|
| Customer | Yes | Who the project is for. Use the + icon to create the customer without leaving the form. |
| Project Name | Yes | What the engagement is called. |
| Project Code | Yes | The unique reference costs and invoices are tagged with. |
| Start Date / Deadline | No | The planned timeline, which drives the overdue flag on the overview. |
| Project Value | No | The contracted amount. |
| Billing Type | No | Fixed price, or progress-based billing against completed tasks. |
| Assigned To | No | The project manager. |
| Status | No | Planned, active or complete. |
Tips
- Set the Project Code before work starts. It is what purchases, expenses and tasks are tagged with, and retro-tagging is tedious.
- Tag costs as they are entered — the Select a Project field on Purchase Orders and Expenses.
- Break the work into Tasks, especially where billing is progress-based.
A project with revenue and no costs tagged to it looks far more profitable than it is. Whether project reporting is worth anything comes down to whether purchases and expenses are being assigned as they are entered.
Related pages
- Projects List — find and manage projects
- Project View — progress, tasks and costs
- New Project Invoice — billing the work
- New Task — breaking the project down