Almost any document can be tagged to a project, so its income and cost roll up to that piece of work. It is the shared thread that lets you cost a job across every module without a separate ledger.
What you will learn
- What the project tag does
- How it gathers a job's costs and income
- Where project costing lives
One tag, on every document
A project field rides on the documents that carry money, sales invoices, purchase invoices, journals, reimbursement claims, and assigns each to a project. That single tag is the thread: everything related to a job, wherever in the system it was raised, is linked to the same project.
Costing a job across modules
Because the tag spans modules, a project can gather the revenue from its sales and the cost from its purchases, materials and claims into one view, even though no single document holds the whole picture. You read a job's margin by filtering on its project.
The project itself. Setting up projects, and reading their performance, is the Project module. This page is just the shared tag that every document carries; the project costing lives there.
Related
- Reference: Project (project costing)
- Reference: Finance reports (filter by project)