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.
This is the step-by-step. For what it is and how it fits the bigger picture, read Project in the reference.
What this is
Project lets you group everything that belongs to one job, so you can see what it earned and what it cost in one place. Open it from Menu > Project.
How it works
A project is a cost code. You tag the documents that belong to it (sales orders, invoices, purchase orders, bills, reimbursement claims) with the project, and the project then totals income against expenses for you.
What it is, and is not. Project is for tracking the money behind a job. It is not a task or schedule planner: there are no tasks, milestones or resource plans here. Think cost tracking, not project management.
Related
- Set up a project and track its costs