Set up a project and track its costs

Last updated: June 20, 2026

Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Project in the reference.

What this does

Setting up a project gives you a cost code to tag work against, and a single view of how that work is performing financially.

Open Projects

Go to Menu > Project > Projects and click Create.

ProjectCharterFinanceLinked documentsSales orders, invoices, deliveriesPurchase orders, billsReimbursement claimsIncome22,000Expenses-13,400Margin8,600
A project Finance tab, totalling income against expenses simplified mockup

Set up the charter

On the Charter tab, give the project a Name and Description, and link the Customer and the Person in charge. Move it through its states as work proceeds: Submit for Review, Confirm, On Hold, Close or Re-open.

Tag documents to it

When you raise a quotation, sales order, invoice, purchase order, bill or reimbursement claim, set its Project. That links the document to this project.

See how it is doing

The Finance tab lists every linked document and totals the ledgers into Income and Expenses, so you can see the project margin at a glance.

Related

  • Create a quotation
  • Raise a purchase order